Enterprise Admin: Dashboards, Batch Upload, Program Groups

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134 articles in this collection
Written by Taylor Roderick, Tania, Bekah K. and 7 others

My Favorites | Manage CX Report Links

#legacy #myfavorites #customlink

Written by Bekah K.
Updated over a week ago

Multi-Factor Authentication Settings

Written by Bekah K.
Updated over a week ago

Dashboards

Home Page Dashboard Redirect HTML

#HTML #HomePage #Redirect #Dashboard

Written by Bekah K.
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 Bekah K.
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

Written by Kristen Farnsworth
Updated over a week ago

Dashboard Part | Recent TouchPoints

Written by Bekah K.
Updated over a week ago

Referrals (NEW) | Dashboard Part

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

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

Written by Dakota Crespo
Updated over a week ago

Programs Dashboard Part Visibility

Written by Taylor Roderick
Updated over a week ago

Embedded Report Viewer | Dashboard Reports

Written by Bekah K.
Updated over a week ago

Webi Reports on Dashboard | ETO Results | Dashboards

Written by Bekah K.
Updated over a week ago

Dynamic Report Links | Dashboards | ETO Results

Written by Bekah K.
Updated over a week ago

TouchPoint Information

Written by Bekah K.
Updated over a week ago

Dashboard Part | SharePoint List

Written by Bekah K.
Updated over a week ago

Dashboard Part | Recent Referral

Written by Bekah K.
Updated over a week ago

Dashboard Part | Bed History

Written by Bekah K.
Updated over a week ago

Dashboard Part | Search

Written by Bekah K.
Updated over a week ago

Dashboard Part | Entity Matches

Written by Bekah K.
Updated over a week ago

Dashboard Part | Entity Information

Written by Bekah K.
Updated over a week ago

Dashboard Part | Collection Memberships

Written by Bekah K.
Updated over a week ago

Dashboard Part | Recent Participants/Entities

Written by Bekah K.
Updated over a week ago

Dashboard Part | Collection Members

Written by Bekah K.
Updated over a week ago

Dashboard Part | Recent Assessments

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

Written by Bekah K.
Updated over a week ago

Dashboard Part | Collection Information

Written by Bekah K.
Updated over a week ago

Adding an Insight to a Dashboard

Written by Kristen Farnsworth
Updated over a week ago

Manage Dashboard Messages: Sample Admin Dashboard Message HTML

Written by Kristen Farnsworth
Updated over a week ago

Manage Dashboard Messages: Sample Staff Dashboard Message HTML (Legacy Features)

Written by Kristen Farnsworth
Updated over a week ago

Dashboard | Participant Matches

Written by Dakota Crespo
Updated over a week ago

Manage Dashboard Templates

Written by Kristen Farnsworth
Updated over a week ago

Query Wizard ETO Part

Written by Bekah K.
Updated over a week ago

Program History Dashboard Part

Written by Dakota Crespo
Updated over a week ago

Participant Information

Written by Dakota Crespo
Updated over a week ago

Dashboard Part | Group Participants

Written by Bekah K.
Updated over a week ago

Dashboard Part | Group Information

Written by Bekah K.
Updated over a week ago

Dashboard Part | Groups

Written by Dakota Crespo
Updated over a week ago

Dashboard Part | Family Information

Written by Dakota Crespo
Updated over a week ago

Participant Dashboard: Participant Information Customization

Written by Taylor Roderick
Updated over a week ago

ETO Insight

Manage Insights

#Enterprise How to manage ETO Insights elements and basic customization options

Written by Bekah K.
Updated over a week ago

Building an ETO Insight Population

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 Bekah K.
Updated over a week ago

Site Navigation: How to change the names of menu items on the Navigation Bar

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

Written by Kristen Farnsworth
Updated over a week ago

Back Up/Restore ETO Configuration

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?

Written by Dakota Crespo
Updated over a week ago

Manage My Site (NEW)

Written by Kristen Farnsworth
Updated over a week ago

Manage My Site: Change Idle Timeout Interval

Written by Taylor Roderick
Updated over a week ago

How to Change Default Program for Login Landing Page

Written by Andre Harness
Updated over a week ago

Administration: Adding Links to the Participant Fly-Out Menu in Quick Search

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

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

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

Written by Kristen Farnsworth
Updated over a week ago

Manage Site Navigation

Written by Kristen Farnsworth
Updated over a week ago

Site Administration: Manage User Accounts

Written by Kristen Farnsworth
Updated over a week ago

Manage Site Navigation: Additional Features

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

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

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)

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

Written by Bekah K.
Updated over a week ago

Batch Upload | Referral Batch Upload

Written by Kristen Farnsworth
Updated over a week ago

Batch Upload | Referrals to Entity

Written by Kristen Farnsworth
Updated over a week ago

Batch Upload | Participant Assessment

Written by Bekah K.
Updated over a week ago

Batch Upload | Collections

Written by Kristen Farnsworth
Updated over a week ago

Entity | Batch Upload

Written by Kristen Farnsworth
Updated over a week ago

Batch Upload | User Batch Upload

Written by Bekah K.
Updated over a week ago

Batch Upload | Entity (required attributes not required) (Legacy)

Written by Kristen Farnsworth
Updated over a week ago

Batch Upload | Participant

Written by Bekah K.
Updated over a week ago

Batch Upload | Family Batch Upload

Written by Dakota Crespo
Updated over a week ago

Batch Upload | Error Resolution

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

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

Written by Kristen Farnsworth
Updated over a week ago

Manage Program Groups

Written by Kristen Farnsworth
Updated over a week ago

Site Administration: Guest Programs

Written by Dakota Crespo
Updated over a week ago

Manage Programs: What is a Confidential Program?

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

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

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

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

Written by Taylor Roderick
Updated over a week ago

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

Written by Taylor Roderick
Updated over a week ago

Enterprise Participant Automatic Link | Duplicate Participants

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

Written by Kristen Farnsworth
Updated over a week ago

Editing Home Pages

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

Written by Kristen Farnsworth
Updated over a week ago

Manage My Enterprise

Written by Taylor Roderick
Updated over a week ago

Enterprise Participants | Sync Participant Demographics

Written by Taylor Roderick
Updated over a week ago