This article will list the steps for adding participants to My Caseload and Staff Caseload features in ETO. To add to Caseloads, you will need the ETO Dashboard Parts below enabled. 

My Caseload

  1. Via the Dashboard Part, click "+Add" 
  2. Check the participant name to be added 
  3. Select a start date 
  4. Click Save

Staff Caseloads:

  1. Via the Dashboard Part, click "+Add" 
  2. Choose the correct staff name from the drop-down
  3. Check the participant name to be added 
  4. Select a start date 
  5. Click Save

For more information on Caseloads, click on the links above.

Please contact Customer Support if you need more information or additional assistance.

Did this answer your question?