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Enterprise Admin: Dashboards, Batch Upload, Program Groups
Enterprise Admin: Dashboards, Batch Upload, Program Groups
+11
134 articles in this collection
Written by
Taylor Roderick,
Tania,
Bekah K.
and 11 others
My Favorites | Manage CX Report Links
#legacy #myfavorites #customlink
Written by
Bekah K.
Updated over a week ago
Multi-Factor Authentication Settings
#Enterprise
Written by
Bekah K.
Updated this week
Dashboards
Home Page Dashboard Redirect HTML
#HTML #HomePage #Redirect #Dashboard
Written by
Jon Elliott
Updated over a week ago
Creating Dashboard Messages
Written by
Bekah K.
Updated over a week ago
Assigning and Managing Dashboard Messages
#Dashboard #Message #Program #Adiministration
Written by
Evan LeBouef
Updated over a week ago
Dashboards (Templates, Messages, Homepage, and Best Practices) | Main Page
#DashboardTemplates #Dashboard #Messages #HTML #MainPage
Written by
Bekah K.
Updated over a week ago
HTML and Hyperlinks in ETO | Main Page
#Dashboard #Message #HTML #CSS #link #links
Written by
Bekah K.
Updated over a week ago
How to Create a Message
#Enterprise Send a message to other ETO Users within your Enterprise.
Written by
Dakota Crespo
Updated over a week ago
Hyperlink to Launch a Specific TouchPoint
Written by
Bekah K.
Updated over a week ago
Best Practices: Dashboard Parts and Templates
#Enterprise Tips to follow when setting up your Dashboards.
Written by
Izzy
Updated over a week ago
My Dashboard
#Enterprise Dashboard, Links
Written by
Kristen Farnsworth
Updated over a week ago
TouchPoint Dashboard
#Enterprise TouchPoint, Dashboard
Written by
Kristen Farnsworth
Updated over a week ago
ETO Parts Catalog
#Enterprise Dashboard Parts
Written by
Kristen Farnsworth
Updated over a week ago
Staff Dashboard
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Dashboard Part | Recent TouchPoints
#Enterprise
Written by
Bekah K.
Updated over a week ago
Referrals (NEW) | Dashboard Part
#Enterprise
Written by
Bekah K.
Updated over a week ago
Entity Dashboard
#Enterprise Entity, Dashboard
Written by
Kristen Farnsworth
Updated over a week ago
Collections | Collection Dashboard
#Enterprise Collections
Written by
Kristen Farnsworth
Updated over a week ago
Participant Dashboard
#Enterprise Participant
Written by
Kristen Farnsworth
Updated over a week ago
Families | Family Dashboard
#Enterprise Families, Dashboard
Written by
Kristen Farnsworth
Updated over a week ago
Group Dashboard
#Enterprise Groups
Written by
Kristen Farnsworth
Updated over a week ago
Best Practices: Using Dashboard Messages
#Enterprise
Written by
Taylor Roderick
Updated over a week ago
Basic HTML Codes
The following HTML codes can helpful for creating bulletins and label only fields.
Written by
Taylor Roderick
Updated over a week ago
Manage Dashboard Messages: Dashboard Icon Links HTML
#Enterprise
Written by
Dakota Crespo
Updated over a week ago
Programs Dashboard Part Visibility
#Enterprise
Written by
Taylor Roderick
Updated over a week ago
Embedded Report Viewer | Dashboard Reports
#Enterprise
Written by
Bekah K.
Updated over a week ago
Webi Reports on Dashboard | ETO Results | Dashboards
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dynamic Report Links | Dashboards | ETO Results
#Enterprise
Written by
Bekah K.
Updated over a week ago
TouchPoint Information
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | SharePoint List
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | Recent Referral
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | Bed History
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | Search
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | Entity Matches
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | Entity Information
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | Collection Memberships
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | Recent Participants/Entities
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | Collection Members
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | Recent Assessments
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Reports | Main Page
#Enterprise The Report dashboard part displays Standard and Custom reports, including custom reports built with ETO Results.
Written by
Izzy
Updated over a week ago
Dashboard Part | Recent Efforts
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | Collection Information
#Enterprise
Written by
Bekah K.
Updated over a week ago
Adding an Insight to a Dashboard
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Manage Dashboard Messages: Sample Admin Dashboard Message HTML
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Manage Dashboard Messages: Sample Staff Dashboard Message HTML (Legacy Features)
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Dashboard | Participant Matches
#Enterprise
Written by
Dakota Crespo
Updated over a week ago
Manage Dashboard Templates
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Query Wizard ETO Part
#Enterprise
Written by
Bekah K.
Updated over a week ago
Program History Dashboard Part
#Enterprise
Written by
Dakota Crespo
Updated over a week ago
Participant Information
#Enterprise
Written by
Dakota Crespo
Updated over a week ago
Dashboard Part | Group Participants
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | Group Information
#Enterprise
Written by
Bekah K.
Updated over a week ago
Dashboard Part | Groups
#Enterprise
Written by
Dakota Crespo
Updated over a week ago
Dashboard Part | Family Information
#Enterprise
Written by
Dakota Crespo
Updated over a week ago
Participant Dashboard: Participant Information Customization
#Enterprise
Written by
Taylor Roderick
Updated over a week ago
ETO Insight
Manage Insights
#Enterprise How to manage ETO Insights elements and basic customization options
B
Written by
Bailey McCarthy
Updated over a week ago
Building an ETO Insight Population
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Site Administration
Add New Staff | Site Administration
#Site Administration #Add User #Add New Users
Written by
Colby Fore
Updated over a week ago
ETO | User Roles
Description of ETO User Roles and their capabilities, functionalities, and information on best practices.
Written by
Faatima A Vasser
Updated over a week ago
Site Navigation: How to change the names of menu items on the Navigation Bar
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Site Administration: Create a new Program
#Enterprise Steps to create a new Program within your Site.
Written by
Izzy
Updated over a week ago
Manage Release of Information Security
#Enterprise Please speak to your account manager if you are interested in this feature.
Written by
Kristen Farnsworth
Updated over a week ago
Manage User Accounts: Re-enable User Account
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Back Up/Restore ETO Configuration
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
About Delete Fakes
#Enterprise This feature will allow you to delete any participant, entity, or POS element with the name of “Fake.”
Written by
Izzy
Updated over a week ago
Why isn't the Site Navigation Template working for my site?
#Enterprise
Written by
Dakota Crespo
Updated over a week ago
Manage My Site (NEW)
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Manage My Site: Change Idle Timeout Interval
#Enterprise
Written by
Taylor Roderick
Updated over a week ago
How to Change Default Program for Login Landing Page
#Enterprise
Written by
Andre Harness
Updated over a week ago
Administration: Adding Links to the Participant Fly-Out Menu in Quick Search
#Enterprise
Written by
Dakota Crespo
Updated over a week ago
How to Delete Menu Options on the Participant Fly-Out Menu
#Enterprise | Quick Search
Written by
Colby Fore
Updated over a week ago
How-To: Create a Custom Site Navigation Rule
#Enterprise
Written by
Taylor Roderick
Updated over a week ago
Manage Feeder Tables
#Enterprise An overview of the Manage Feeder Tables functionality.
Written by
Izzy
Updated over a week ago
Manage Sites
#Enterprise
Written by
Taylor Roderick
Updated over a week ago
Where did my site go?
#Enterprise I can't find a site, or the name has changed. What happened?
Written by
Taylor Roderick
Updated over a week ago
Manage Sites: Disabling a Site
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Manage Site Navigation
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Site Administration: Manage User Accounts
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Manage Site Navigation: Additional Features
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Site Navigation: Creating and Setting CxRules
#Enterprise Create custom rules for Site Navigation tools.
Written by
Andre Harness
Updated over a week ago
How To Edit an Existing Site Navigation Custom Rule
#Enterprise
Written by
Dakota Crespo
Updated over a week ago
Who Is On
WhoIsOn or Who Is On #Enterprise
Written by
Bekah K.
Updated over a week ago
Site Administration: Who Is On
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Batch Upload
Batch Upload | Family Touchpoint Response
Written by
Bekah K.
Updated over a week ago
Batch Upload | Required Questions in Touchpoints
Written by
Bekah K.
Updated over a week ago
Batch Upload | Participant Housing
#Enterprise #Housing
Written by
Sarah Smith
Updated over a week ago
Batch Upload to Create or Updated Fake Participants
Written by
Bekah K.
Updated over a week ago
Batch Upload | Main Page
Uploading data to ETO using the Batch Upload feature.
Written by
Bekah K.
Updated over a week ago
Batch Upload | Participant (required demographics not required) (Legacy)
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Batch Upload | Tips and Troubleshooting
#Enterprise Batch Upload, troubleshoot, best practice
Written by
Kristen Farnsworth
Updated over a week ago
Batch Upload | Caseload
#Enterprise
Written by
Bekah K.
Updated over a week ago
Batch Upload | Referral Batch Upload
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Batch Upload | Referrals to Entity
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Batch Upload | Participant Assessment
#Enterprise
Written by
Bekah K.
Updated over a week ago
Batch Upload | Collections
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Entity | Batch Upload
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Batch Upload | User Batch Upload
#Enterprise
Written by
Bekah K.
Updated over a week ago
Batch Upload | Entity (required attributes not required) (Legacy)
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Batch Upload | Participant
#Enterprise
Written by
Bekah K.
Updated over a week ago
Batch Upload | Family Batch Upload
#Enterprise
Written by
Dakota Crespo
Updated over a week ago
Batch Upload | Error Resolution
#Enterprise
Written by
Taylor Roderick
Updated over a week ago
Batch Upload | TouchPoint Responses
#Enterprise Batch upload
Written by
Dakota Crespo
Updated over a week ago
Program Administration
Manage Programs: Disabling a Program
#Enterprise
Written by
Taylor Roderick
Updated over a week ago
Manage Programs: Participant Eligibility (Add-On)
#Enterprise Please speak to your account manager if you are interested in this feature.
Written by
Kristen Farnsworth
Updated over a week ago
Manage Programs: Setting up Confidential Programs
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Manage Program Groups
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Site Administration: Guest Programs
#Enterprise
Written by
Dakota Crespo
Updated over a week ago
Manage Programs: What is a Confidential Program?
#Enterprise
Written by
Izzy
Updated over a week ago
Manage Programs: Participant Capacity
#Enterprise Please speak to your account manager if you are interested in this feature.
Written by
Kristen Farnsworth
Updated over a week ago
Manage Programs
#Enterprise An in-depth overview of the Manage Programs feature
Written by
Izzy
Updated over a week ago
API
GET /API/Search.svc/Search/Enrollment
Written by
Bekah K.
Updated over a week ago
API | Main Page
Written by
Bekah K.
Updated over a week ago
API | How to Log into the API
#Enterprise
Written by
Bekah K.
Updated over a week ago
API | GET, UPDATE, and ADD TouchPoint Responses on a Collection
#Enterprise Used to view, update, and add TouchPoint Responses to a Collection
Written by
Bekah K.
Updated over a week ago
API | Dates in the API
#Enterprise
Written by
Bekah K.
Updated over a week ago
API | GET and UPDATE Touchpoint Responses
#Enterprise Used to update and view Touchpoint responses with the API.
Written by
Bekah K.
Updated over a week ago
API | UPDATE Touchpoint Elements
#Enterprise
Written by
Bekah K.
Updated over a week ago
Enterprise Administration
Enterprise | Manage Workflow Templates
#Enterprise #Workflow
Written by
Dakota Crespo
Updated over a week ago
Managing Accounts and Logins in Sandbox
Sandbox logins and user accounts.
Written by
Bekah K.
Updated over a week ago
Add On | ETO Sandbox
Written by
Bekah K.
Updated over a week ago
Participants | When a Participant becomes a staff member/user
Written by
Evonne Dao
Updated over a week ago
Why Am I Not Able to Edit Other User Accounts
#FAQ
Written by
Taylor Roderick
Updated over a week ago
New! | Federated SSO
How to manage Single Sign-On in ETO #SSO #SingleSignOn #Login
Written by
Sarah Smith
Updated over a week ago
Backing Up / Extracting Data
#FlatFile #Extract #Data #BackUps
Written by
Bekah K.
Updated over a week ago
How to Add a Legal Use Statement to your Enterprise
#Enterprise
Written by
Taylor Roderick
Updated over a week ago
Enterprise Participant Automatic Link | Duplicate Participants
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Editing Home Page: Homepage Links List
#Enterprise Before adding links to your Home Page, remember that user role based access rules do not apply to links added to the home page.
Written by
Tania
Updated over a week ago
Manage Release of Information: Manage Categories
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Editing Home Pages
#Enterprise
Written by
Dakota Crespo
Updated over a week ago
Enterprise Participants | Duplicate Participants
#Enterprise Enterprise Participants is a feature to determine the unique and unduplicated count of all Participants across the enterprise.
Written by
Dakota Crespo
Updated over a week ago
Enterprise Enroll: Search Settings
#Enterprise This article explains the Search Settings for Enterprise Enroll. This feature is only applicable for Enterprise Managers.
Written by
Dakota Crespo
Updated over a week ago
Add New Site
#Enterprise
Written by
Kristen Farnsworth
Updated over a week ago
Manage My Enterprise
#Enterprise
Written by
Taylor Roderick
Updated over a week ago
Enterprise Participants | Sync Participant Demographics
#Enterprise
Written by
Taylor Roderick
Updated over a week ago