TouchPoints | ETO Help Center

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TouchPoints

TouchPoints

TouchPoint Settings, Question Elements, Question Settings, TouchPoint Security, and TouchPoint Responses

88 articles

Getting Started with TouchPoints

TouchPoints | Main Page

TouchPoints | Feature Limitations#Forms TouchPoints

Manage TouchPoints | Create and Edit TouchPoint FormsStep by step instructions for creating or building a TouchPoint form or editing TouchPoint settings like form security.

Print a Blank TouchPoint#Forms #Touchpoints The steps below will explain how you can print a blank form of your TouchPoints from ETO.

Delete Multiple TouchPoint Responses#FAQ

Restore Deleted TouchPoint Responses#TouchPoint #Restore #Deleted

TouchPoint Settings

Manage TouchPoints | Save Progress and Save Draft#Forms #Touchpoints

Manage TouchPoints | Enrollment Filters#Forms TouchPoint settings, manage TouchPoints, Site Administration

Manage TouchPoints | Completion Restrictions#Forms #Touchpoints

Manage TouchPoints | Update Period#Forms #Touchpoints

Manage TouchPoints | Sequencing and Aggregation#Forms

Manage TouchPoints | Question Numbering#Forms

Manage TouchPoints | Advanced Date Formatting#Forms #Touchpoints

Manage TouchPoints | TouchPoint Identifiers

Manage TouchPoints | Primary and Sub FormsParent form, child form

Question Elements

Add, Disable, and Delete TouchPoint Question Elements#Forms

TouchPoint Question Elements | Main Page#touchpoints #elements

Reorder List Question Element Choices#Forms

Disable List Question Element Choices#Forms

Question Element | Demographics/Program Information

Question Element | Program Enrollment Cross Reference

Question Element | GIS Coordinates

Question Element | List#Forms

Question Element | Message/Instructions#Forms

Question Element | Participant Cross Reference#Forms

Question Element | Text#Forms #Touchpoints

Question Element | Date#Forms

Question Element | Email#Forms

Question Element | Entity Cross Reference#Forms

Question Element | Element Cross Reference#Forms

Question Element | User Cross Reference#Forms

Question Element | Yes/No#Forms

Question Element | Address Field#Forms

Question Element | File Attachment#Forms #uploads #attachment #pdf #word #images

Question Element | Time Spent#Forms

Question Element | Numeric#Forms

Question Element | Start/End Time#Forms

Question Element | Attendance#Forms

Question Element | Grid/Table#Forms

Question Element | Entity Cross Reference Attribute#Forms

Question Elements | Response Cross Reference#Forms

Response Cross Reference Element | Filter by Subject#Forms Touchpoints

Form Element | Page Break#Forms

Form Element | Section Header#Forms

Electronic Signatures | Main Page

Signatures and Electronic SignaturesConfiguring, printing, and reporting on electronic signatures in Question Elements, TouchPoints, and Results Reporting

E-Signatures on Topaz Signature Pads

Question Settings

TouchPoint Question Settings | Main Page#Forms Overview of question settings on a TouchPoint.

Question Settings | View Screen Settings#Forms #TouchPoints

Question Settings | View Screen Settings: Created By#Forms #TouchPoints #Question Settings

Question Settings | Reorder Fields#Forms

Question Settings | Pre-populate Answers#Forms

Question Settings | Capture One Response for Multiple Subjects#Forms

Question Settings | Multi-Subject Level Responses#Forms

Question Settings | Multiple Participant TouchPoint Count

Question Settings | Calculations#Forms

Question Settings | Remember Last Value#Forms

Question Settings | Pseudonyms#Forms

Question Settings | View Only#Forms #TouchPoints

Question Settings | Custom Column#Forms

Question Settings | Conditional Rules#Forms

Conditional Rules | Showing Pages in TouchPoints#Forms Show/Hide Pages in a TouchPoint with conditional logic.

Conditional Rules | Working with OR / AND Statements

Conditional Rules | Show/Hide Best Practices and Limitations#Forms Best practices for Show and Hide Conditional Rules

Manage TouchPoints | Tooltips for Questions#Tooltip #Help #Assistance #Data #Entry

Form Question Placement Options#Forms

TouchPoint Security

Manage TouchPoints | TouchPoint Security#Forms #Touchpoints #Security

Manage TouchPoints | Add and Edit Subject Type Security#TouchPoints #Subject Type #Security #Change #Modify #Add

TouchPoints | Share Responses Within Site/Across Enterprise#Forms Setting security for sharing responses across the Enterprise or sharing responses across the Site.

Troubleshooting | Take Action Buttons#Forms Touchpoints

Troubleshooting | Permissions Error when Previewing TouchPoint#Forms Touchpoints

Viewing and Adding Responses

Record TouchPoints | Add/Create a TouchPoint Response#Forms

Recording TouchPoint Sub Forms#Forms

Recording Multiple Participant TouchPoints#Forms

View Participant TouchPoints#Forms

Recording Collections TouchPoints#Forms

View Collections TouchPoints#Forms

View Entity TouchPoints#Forms

Families | View Family TouchPoints#Forms

View General TouchPoints#Forms

Anonymous TouchPoints#Forms

To Do List

To Do List | Main Page#Legacy #To do #To-do An overview of how to access, customize, and add items to the To-Do list. #ToDoList #To-Do-List

To Do List | Adding To Do List Elements to TouchPoints and Assessments

To Do List | Recording a To Do List Element

To Do List | Enable Review Staff To Do

Viewing Own To Do ListTo Do List

Clearing Items from To Do List#Legacy remove, complete, finish items To Do List

Review Staff To Do List#EndUser