My Favorites | Manage CX Report Links

Multi-Factor Authentication Settings

Taylor Roderick

Kristen Farnsworth

Dakota Crespo

Enterprise Admin: Dashboards, Batch Upload, Program Groups

Home Page Dashboard Redirect HTML

Creating Dashboard Messages

#Dashboard #Message #Program #Adiministration

Assigning and Managing Dashboard Messages

#DashboardTemplates #Dashboard #Messages #HTML  #MainPage

Dashboards (Templates, Messages, Homepage, and Best Practices) | Main Page

#Dashboard #Message #HTML #CSS #link #links

HTML and Hyperlinks in ETO | Main Page

#Enterprise Send a message to other ETO Users within your Enterprise.

How to Create a Message

Hyperlink to Launch a Specific TouchPoint

#Enterprise Tips to follow when setting up your Dashboards.

Best Practices: Dashboard Parts and Templates

My Dashboard

TouchPoint Dashboard

ETO Parts Catalog

Staff Dashboard

Dashboard Part | Recent TouchPoints

Internal Referrals | Dashboard Part

Entity Dashboard

Collections | Collection Dashboard

Participant Dashboard

Families | Family Dashboard

Group Dashboard

Best Practices: Using Dashboard Messages

The following HTML codes can helpful for creating bulletins and label
only fields.

Basic HTML Codes

Manage Dashboard Messages: Dashboard Icon Links HTML

Programs Dashboard Part Visibility

Embedded Report Viewer | Dashboard Reports

Webi Reports on Dashboard | ETO Results | Dashboards

Dynamic Report Links | Dashboards | ETO Results

TouchPoint Information

Dashboard Part | SharePoint List

Dashboard Part | Legacy Recent Referral

Dashboard Part | Bed History

Dashboard Part | Search

Dashboard Part | Entity Matches

Dashboard Part | Entity Information

Dashboard Part | Collection Memberships

Dashboard Part | Recent Participants/Entities

Dashboard Part | Collection Members

Dashboard Part | Recent Assessments

#Enterprise The Report dashboard part displays Standard and Custom reports, including custom reports built with ETO Results.

Dashboard Reports | Main Page

Dashboard Part | Recent Efforts

Dashboard Part | Collection Information

Adding an Insight to a Dashboard

Manage Dashboard Messages: Sample Admin Dashboard Message HTML

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

Dashboard | Participant Matches

Manage Dashboard Templates

Query Wizard ETO Part

Program History Dashboard Part

Participant Information

Dashboard Part | Group Participants

Dashboard Part | Group Information

Dashboard Part |  Groups

Dashboard Part | Family Information

Participant Dashboard: Participant Information Customization

Bekah K.

Izzy

Dashboards

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

Manage Insights

Building an ETO Insight Population

ETO Insight

First time SSO user in ETO? Seasoned SSO veteran? This article will compile a list of common questions related to Single Sign On in ETO.

Federated SSO | Frequently Asked Questions

#Site  Administration #Add User #Add New Users

Add New Staff | Site Administration

Description of ETO User Roles and their capabilities, functionalities, and information on best practices.

ETO | User Roles

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

#Enterprise Steps to create a new Program within your Site.

Site Administration: Create a new Program

#Enterprise Please speak to your account manager if you are interested in this feature.

Manage Release of Information Security

Manage User Accounts: Re-enable User Account

Back Up/Restore ETO Configuration

#Enterprise This feature will allow you to delete any participant, entity, or POS element with the name of “Fake.”

About Delete Fakes

Why isn't the Site Navigation Template working for my site?

Manage My Site (NEW)

Manage My Site: Change Idle Timeout Interval

How to Change Default Program for Login Landing Page

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

How to Delete Menu Options on the Participant Fly-Out Menu

How-To: Create a Custom Site Navigation Rule

#Enterprise An overview of the Manage Feeder Tables functionality.

Manage Feeder Tables

Manage Sites

#Enterprise I can't find a site, or the name has changed. What happened?

Where did my site go?

Manage Sites: Disabling a Site

Manage Site Navigation

Site Administration: Manage User Accounts

Manage Site Navigation: Additional Features

#Enterprise Create custom rules for Site Navigation tools.

Site Navigation: Creating and Setting CxRules

How To Edit an Existing Site Navigation Custom Rule

Who Is On

Site Administration: Who Is On

Michal Drahorat

Colby Fore

Site Administration

Batch Upload | Family Touchpoint Response

Batch Upload | Required Questions in Touchpoints

Batch Upload | Participant Housing

Batch Upload to Create or Updated Fake Participants

Uploading data to ETO using the Batch Upload feature.

Batch Upload | Main Page

Batch Upload | Participant (required demographics not required) (Legacy)

#Enterprise Batch Upload, troubleshoot, best practice

Batch Upload | Tips and Troubleshooting

Batch Upload | Caseload

Batch Upload | Referral Batch Upload

Batch Upload | Referrals to Entity

Batch Upload | Participant Assessment

Batch Upload | Collections

Entity | Batch Upload

Batch Upload | User Batch Upload

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

Batch Upload | Participant

Batch Upload | Family Batch Upload

Batch Upload | Error Resolution

Batch Upload | TouchPoint Responses

Sarah Smith

Batch Upload

Manage Programs: Disabling a Program

Manage Programs: Participant Eligibility (Add-On)

Manage Programs: Setting up Confidential Programs

Manage Program Groups

Site Administration: Guest Programs

Manage Programs: What is a Confidential Program?

Manage Programs: Participant Capacity

#Enterprise An in-depth overview of the Manage Programs feature

Manage Programs

Program Administration

/API/Actor.svc/participant/{useNullValues}

API | ADD or EDIT a participant

GET /API/Search.svc/Search/Enrollment

API | Main Page

API | How to Log into the API

#Enterprise Used to view, update, and add TouchPoint Responses to a Collection

API |  GET, UPDATE, and ADD TouchPoint Responses on a Collection

API | Dates in the API

#Enterprise Used to update and view Touchpoint responses with the API.

API | GET and UPDATE Touchpoint Responses

API | UPDATE Touchpoint Elements

Enterprise | Manage Workflow Templates

Managing Accounts and Logins in Sandbox

Add On | ETO Sandbox

Participants | When a Participant becomes a staff member/user

Why Am I Not Able to Edit Other User Accounts

How to manage Single Sign-On in ETO #SSO #SingleSignOn #Login

Federated SSO

Backing Up / Extracting Data

How to Add a Legal Use Statement to your Enterprise

Enterprise Participant Automatic Link | Duplicate Participants

#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.

Editing Home Page: Homepage Links List

Manage Release of Information: Manage Categories

Editing Home Pages

#Enterprise Enterprise Participants is a feature to determine the unique and unduplicated count of all Participants across the enterprise.

Enterprise Participants | Duplicate Participants

#Enterprise This article explains the Search Settings for Enterprise Enroll. This feature is only applicable for Enterprise Managers.