ETO

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170 articles in this collection
Written by Robyn Bingham and Andrew Currens
Getting Started

Clear Browser Cache

Below are the instructions for clearing your browser cache in Internet Explorer.
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Written by Robyn Bingham
Updated over a week ago

How to Add Trusted Sites to Internet Explorer

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Written by Andrew Currens
Updated over a week ago

How to Add a New User

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Written by Andrew Currens
Updated over a week ago

Emulating a previous version of Internet Explorer

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Written by Robyn Bingham
Updated over a week ago

Compatibility Mode

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Written by Andrew Currens
Updated over a week ago

How to Locate your Live Office Login Information

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Written by Robyn Bingham
Updated over a week ago

Whitelisting SSG Support Emails

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Written by Robyn Bingham
Updated over a week ago

Browser Compatibility

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Written by Andrew Currens
Updated over a week ago

How To Locate your Live Office Server

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Written by Robyn Bingham
Updated over a week ago

Browser: What Browser is Being Used

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Written by Robyn Bingham
Updated over a week ago

How to locate your Where Am I? information

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Written by Robyn Bingham
Updated over a week ago

How to Close a Case in the Support Portal

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Written by Robyn Bingham
Updated over a week ago

What do I do if my ETO account is locked?

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Written by Robyn Bingham
Updated over a week ago

Why can't I use ETO in Microsoft Edge?

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Written by Robyn Bingham
Updated over a week ago

Getting Started: Adding Links to My Favorites

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Written by Robyn Bingham
Updated over a week ago

Reset Password

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Written by Robyn Bingham
Updated over a week ago

Turning off the SmartScreen Filter

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Written by Robyn Bingham
Updated over a week ago

Amazon Web Services Migration FAQ

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Written by Robyn Bingham
Updated over a week ago

Browsing History and Browser Cache Settings

This article describes the browser history and cache settings that must be applied for ETO to function properly.
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Written by Robyn Bingham
Updated over a week ago

Compatibility View

ETO works best outside of compatibility mode. This article goes over compatibility settings that optimize ETO's functionality.
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Written by Robyn Bingham
Updated over a week ago

How to Access Who Am I?

The Who am I? information is a detailed location of where you are working in ETO.
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Written by Robyn Bingham
Updated over a week ago
ETO Results

ETO Results: Recommended settings for View and Creation/Editing tools

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Written by Robyn Bingham
Updated over a week ago

How do I Create an Age Range Variable in ETO Results?

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Written by Andrew Currens
Updated over a week ago

ETO Results Refresh Schedule

How long does it take for entered data to show in ETO Results?
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Written by Andrew Currens
Updated over a week ago

ETO Results: Averages are Incorrect

Why are my averages in Webi calculating incorrectly?
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Written by Andrew Currens
Updated over a week ago

All Dashboard Report Prompts

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Written by Robyn Bingham
Updated over a week ago

ETO Results: Common Functions and Operators

What are some of the common functions and operators in ETO Results?
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Written by Andrew Currens
Updated over a week ago

TouchPoint Dashboard Report Prompts

How do I determine which prompt to use in a TouchPoint dashboard report?
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Written by Andrew Currens
Updated over a week ago

Reports: Adding a Report or Query to My Favorites Tab

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Written by Robyn Bingham
Updated over a week ago

ETO Results: Cannot create new report using Manage Report Universes

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Written by Robyn Bingham
Updated over a week ago

How to Log Out of Live Office

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Written by Andrew Currens
Updated over a week ago

BO 4.2: Add Filter to Reports

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Written by Robyn Bingham
Updated over a week ago

How to set Input Controls

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Written by Robyn Bingham
Updated over a week ago

How to Flatten Demographics/Touchpoint Answers Using Custom Variables

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Written by Andrew Currens
Updated over a week ago

What is Subject Identifier and How Do I Utilize It?

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Written by Andrew Currens
Updated over a week ago

How to Find Response ID in ETO and ETO Results

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Written by Andrew Currens
Updated over a week ago

ETO Results: How To Add a Print Button to a Report Tab

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Written by Andrew Currens
Updated over a week ago

How to Delete Scheduled Reports

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Written by Andrew Currens
Updated over a week ago

ETO Results: Separate TouchPoint Values for Non-Exclusive Choice Elements on to Separate Lines

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Written by Andrew Currens
Updated over a week ago

ETO Results: Incorrect Totals/Aggregates

Why are my totals/aggregates wrong?
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Written by Andrew Currens
Updated over a week ago

ETO Results: Manual Active Filter

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Written by Andrew Currens
Updated over a week ago

How To: ETO Results: Delete Custom Reports

When managing reports, Site Administrators may need to delete a report to ensure that current data is being provided to the proper end user.
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Written by Andrew Currens
Updated over a week ago

ETO Results: Report Taking a Long Time to Load/Timing Out

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Written by Andrew Currens
Updated over a week ago

ETO Results: Adding an Electronic Signature Image to a Report

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Written by Andrew Currens
Updated over a week ago

ETO Results Best Practices: Improving Report Performance

What are the best practices around using formulas and functions in ETO Results reports?
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Written by Andrew Currens
Updated over a week ago

ETO Results Best Practices: ETO Configuration

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Written by Andrew Currens
Updated over a week ago

ETO Results: Program Name in TouchPoint Response Report

Why do I see multiple program names in my TouchPoint report?
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Written by Andrew Currens
Updated over a week ago

ETO Results: Detail Objects in Standard Touchpoint Universe (NEW)

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Written by Andrew Currens
Updated over a week ago

BO 4.2 Upgrade: ETO Results link

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Written by Robyn Bingham
Updated over a week ago

ETO Results: Using Merged Dimensions

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Written by Andrew Currens
Updated over a week ago

How to Assign Reports to User Roles

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Written by Robyn Bingham
Updated over a week ago

ETO Results: Manually Flatten Universe

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Written by Andrew Currens
Updated over a week ago

How to Change a Universe

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Written by Robyn Bingham
Updated over a week ago

ETO Results: Finding the Most Recent Response to a TouchPoint

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Written by Andrew Currens
Updated over a week ago

ETO Results: Caseload Filters

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Written by Robyn Bingham
Updated over a week ago

Universe Dimensions Custom Dates

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Written by Robyn Bingham
Updated over a week ago

Reports: Refreshing the Report List

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Written by Robyn Bingham
Updated over a week ago

BO 4.2 Upgrade Article Collection

*Important* - Please login to ETO Support Portal in order to access the links below
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Written by Robyn Bingham
Updated over a week ago

ETO Results: Hyperlink to a Participant's Dashboard

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Written by Robyn Bingham
Updated over a week ago

ETO Results: Complex Query Filters

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Written by Robyn Bingham
Updated over a week ago

ETO Results Best Practices: Maximizing Query Performance

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Written by Robyn Bingham
Updated over a week ago

Reports: Duplicated Data

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Written by Robyn Bingham
Updated over a week ago

BO 4: How to Create a Merged Dimension

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Written by Robyn Bingham
Updated over a week ago

What is the difference between flattened and unflattened data in ETO Results?

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Written by Robyn Bingham
Updated over a week ago

ETO Results Universes: Which universe to use

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Written by Robyn Bingham
Updated over a week ago

ETO Results: Create a Custom Universe

This article provides guidance on how to create a Custom Universe for ETO Results
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Written by Robyn Bingham
Updated over a week ago

Reports: Missing/Unable to Open Reports

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Written by Robyn Bingham
Updated over a week ago

SQL Error when Running Report

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Written by Robyn Bingham
Updated over a week ago

ETO Results: Reporting Terms

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Written by Robyn Bingham
Updated over a week ago

ETO Results: Scheduling a Report

Scheduling a report is a useful feature when you have a report that needs to be run and delivered on a regular basis.
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Written by Robyn Bingham
Updated over a week ago
Participants

How to Transfer a Caseload

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Written by Andrew Currens
Updated over a week ago

Merge Duplicated Enterprise Participants

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Written by Robyn Bingham
Updated over a week ago

How to Enable a Participant Photo

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Written by Andrew Currens
Updated over a week ago

How To View a Participant's Program History

Users can view the program history of a participant by looking at the Participant Program History feature.
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Written by Andrew Currens
Updated over a week ago

How to Edit a Participant's Program History

If the program history is incorrect, you can edit a participant’s program history.
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Written by Andrew Currens
Updated over a week ago

Participant Match

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Written by Andrew Currens
Updated over a week ago

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

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Written by Andrew Currens
Updated over a week ago

View/Edit Participant

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Written by Andrew Currens
Updated over a week ago

How to Enroll a Participant

When a participant has already been entered into another program, you can enroll them in your program without creating a new record.
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Written by Andrew Currens
Updated over a week ago

Active, Enrolled, and Dismissed Participants

What is the difference between active, enrolled and dismissed participants?
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Written by Andrew Currens
Updated over a week ago

Participants: Dismiss Participant

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Written by Andrew Currens
Updated over a week ago

How Can I Delete Participants?

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Written by Andrew Currens
Updated over a week ago

Participant Dashboard: Participant Information Customization

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Written by Andrew Currens
Updated over a week ago
Site Administration

Manage Feeder Tables

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Written by Robyn Bingham
Updated over a week ago

Query as a Web Service (QaaWS) End Point URLs

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Written by Andrew Currens
Updated over a week ago

Site Administration: Delete Fakes

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Written by Andrew Currens
Updated over a week ago

Best Practices: Optimizing Reports on Dashboards

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Written by Andrew Currens
Updated over a week ago

How to Create a Message

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Written by Andrew Currens
Updated over a week ago

How to Redirect Landing Page to User Dashboard

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Written by Robyn Bingham
Updated over a week ago

About Delete Fakes

What are the conditions required to Delete Fakes?
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Written by Andrew Currens
Updated over a week ago

Enable a Disabled User Account

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Written by Andrew Currens
Updated over a week ago

An Overview of Caching in ETO

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Written by Andrew Currens
Updated over a week ago

Duplicate Check Settings

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Written by Andrew Currens
Updated over a week ago

Manage Site Navigation: Other Effects on ETO

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Written by Andrew Currens
Updated over a week ago

Creating a Dashboard Template

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Written by Andrew Currens
Updated over a week ago

Give User Accounts Access to Additional Sites/Programs

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Written by Andrew Currens
Updated over a week ago

Caseload: Adding Participants to Caseload

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Written by Robyn Bingham
Updated over a week ago

Reset a User's Password

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Written by Andrew Currens
Updated over a week ago

Demographics and Program Groups

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Written by Andrew Currens
Updated over a week ago

Best Practices: Dashboard Parts and Templates

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Written by Andrew Currens
Updated over a week ago

How-To: Create a Custom Site Navigation Rule

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Written by Andrew Currens
Updated over a week ago

TouchPoint Response Batch Upload Requirements

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Written by Andrew Currens
Updated over a week ago

Unable to log into ETO with username

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Written by Robyn Bingham
Updated over a week ago

Site Administration: Create a new program

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Written by Robyn Bingham
Updated over a week ago

Disable a User Account

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Written by Robyn Bingham
Updated over a week ago

How To Edit an Existing Site Navigation Custom Rule

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Written by Robyn Bingham
Updated over a week ago

Managing Security for Caseload Access

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Written by Robyn Bingham
Updated over a week ago

Creating Custom Demographics

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Written by Robyn Bingham
Updated over a week ago

View Reports (NEW): Manage Categories

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Written by Robyn Bingham
Updated over a week ago

Best Practices: Using Dashboard Messages

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Written by Robyn Bingham
Updated over a week ago

How to Set Security for Reports so They Show on the View Reports (NEW) Page

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Written by Robyn Bingham
Updated over a week ago

Deleting Accidental Program Dismissal

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Written by Robyn Bingham
Updated over a week ago

Merge Duplicated Site Participants

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Written by Robyn Bingham
Updated over a week ago

Site Administration: Manage Site Navigation: Cx Rule for Site Navigation

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Written by Robyn Bingham
Updated over a week ago

Custom Demographics: Scope Levels

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Written by Robyn Bingham
Updated over a week ago

Differences in User Accounts

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Written by Robyn Bingham
Updated over a week ago

Manage User Accounts: Reporting Roles Overview

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Written by Robyn Bingham
Updated over a week ago
Touchpoints

Creating a TouchPoint

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Written by Robyn Bingham
Updated over a week ago

How to Clear TouchPoint To-Do's from To Do List

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Written by Andrew Currens
Updated over a week ago

How To Disable Smooth Scrolling

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Written by Andrew Currens
Updated over a week ago

TouchPoints: Disable List Choice Questions

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Written by Andrew Currens
Updated over a week ago

Can SSG Delete TouchPoint Responses for me?

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Written by Andrew Currens
Updated over a week ago

Adding Questions to a TouchPoint

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Written by Andrew Currens
Updated over a week ago

Recording a Collection TouchPoint

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Written by Andrew Currens
Updated over a week ago

Touchpoints: Save Progress

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Written by Andrew Currens
Updated over a week ago

How to filter responses to the Subject's Name using a Response Cross Reference element

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Written by Robyn Bingham
Updated over a week ago

How to Print a Blank TouchPoint

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Written by Andrew Currens
Updated over a week ago

Take Action Buttons Disappear

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Written by Andrew Currens
Updated over a week ago

Setting TouchPoint Security

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Written by Andrew Currens
Updated over a week ago

TouchPoint Form Question: Element Cross Reference

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Written by Robyn Bingham
Updated over a week ago

Adding an Element to the Question Bank

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Written by Robyn Bingham
Updated over a week ago

Recording a TouchPoint

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Written by Robyn Bingham
Updated over a week ago

TouchPoints: View Participant TouchPoints

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Written by Robyn Bingham
Updated over a week ago

Conditional Rules

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Written by Robyn Bingham
Updated over a week ago