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Forms: Referrals, TouchPoints, Collections
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107 articles
Response Cross Reference Element | Filter by Subject#Forms Touchpoints
Troubleshooting | Take Action Buttons#Forms Touchpoints
Print a Blank TouchPoint#Forms #Touchpoints The steps below will explain how you can print a blank form of your TouchPoints from ETO.
Find Response ID in ETO and ETO Results#Forms Touchpoints Response ID
Troubleshooting | Permissions Error when Previewing TouchPoint#Forms Touchpoints
Conditional Rules | Show/Hide Best Practices and Limitations#Forms Best practices for Show and Hide Conditional Rules
TouchPoints | Feature Limitations#Forms TouchPoints
Conditional Rules | Showing Pages in TouchPoints#Forms Show/Hide Pages in a TouchPoint with conditional logic.
Add Logo to View TouchPoint Print Page#Forms Touchpoints
Delete Multiple TouchPoint Responses#FAQ
TouchPoints | Main Page
Question Bank | Add and Edit Questions#Forms
Collections | Main Page#Collections #MainPage
Collections | Reporting on Collection TouchPoints#Forms Collections
Collections | Disable a Collection#Forms Collections
Collections | Removing vs. Deleting Participants#Forms Collections
Collections | Create a Collection#Forms Collections are saved groups of Participants or Entities that can be used to track data for the group through recorded TouchPoints.
Collections | Manage Collection Types#Forms Collections #Type
Groups vs. Collections#Forms Collections Groups
Internal Referrals is Referrals (New)!
Internal Referrals and Sunsetting Legacy Referrals
Internal Referrals | Main Page
Internal Referrals | Manage and Create Referral Forms#Forms Referral Forms are similar to TouchPoints and are used when adding referrals through the new referrals feature in ETO.
Internal Referrals | Sending a ReferralCreating or taking a referral for a Participant. Referrals (NEW). Internal Referrals.
Internal Referrals | View/Edit Internal Referrals#Forms
Internal Referrals | Accepting Entity Referrals#Forms Referrals
Internal Referrals | View Pending Internal Referrals#Forms
Internal Referrals | Accepting a ReferralForms. Internal Referrals.
Internal Referrals | Manage Program Referral Settings#Forms
Internal Referrals | Enable Services Needed#Forms
Manage TouchPoints | Create and Edit TouchPoint FormsStep by step instructions for creating or building a TouchPoint form or editing TouchPoint settings like form security.
Manage TouchPoints | Primary and Sub FormsParent form, child form
Manage TouchPoints | Add and Edit Subject Type Security#TouchPoints #Subject Type #Security #Change #Modify #Add
Manage TouchPoints | TouchPoint Security#Forms #Touchpoints #Security
TouchPoints | Share Responses Within Site/Across Enterprise#Forms Setting security for sharing responses across the Enterprise or sharing responses across the Site.
TouchPoint Question Elements | Main Page#touchpoints #elements
Manage TouchPoints | TouchPoint Identifiers
Manage TouchPoints | Save Progress and Save Draft#Forms #Touchpoints
Manage TouchPoints | Enrollment Filters#Forms TouchPoint settings, manage TouchPoints, Site Administration
Manage TouchPoints | Advanced Date Formatting#Forms #Touchpoints
Manage TouchPoints | Completion Restrictions#Forms #Touchpoints
Manage TouchPoints | Update Period#Forms #Touchpoints
Manage TouchPoints | Tooltips for Questions#Tooltip #Help #Assistance #Data #Entry
Manage TouchPoints | Sequencing and Aggregation#Forms
Manage TouchPoints | Question Numbering#Forms
TouchPoint Question Settings | Main Page#Forms Overview of question settings on a TouchPoint.
Edit Existing Forms (TouchPoint, Referral, Collection Type, Approval)#Forms Edit TouchPoint, settings, Collection types, Referrals, Approvals
Conditional Rules | Working with OR / AND Statements
Question Settings | View Screen Settings#Forms #TouchPoints
Question Settings | Pre-populate Answers#Forms
Question Settings | Remember Last Value#Forms
Question Settings | Capture One Response for Multiple Subjects#Forms
Question Settings | View Only#Forms #TouchPoints
Question Settings | Multi-Subject Level Responses#Forms
Question Settings | Conditional Rules#Forms
Question Settings | Pseudonyms#Forms
Question Settings | Reorder Fields#Forms
Question Settings | Calculations#Forms
Question Settings | Custom Column#Forms
Question Settings | View Screen Settings: Created By#Forms #TouchPoints #Question Settings
Question Settings | Multiple Participant TouchPoint Count
Form Question Placement Options#Forms
Question Element | Demographics/Program Information
Question Element | Program Enrollment Cross Reference
Question Element | GIS Coordinates
Add, Disable, and Delete TouchPoint Question Elements#Forms
Reorder List Question Element Choices#Forms
Question Element | List#Forms
Question Element | Message/Instructions#Forms
Question Element | Participant Cross Reference#Forms
Question Element | Text#Forms #Touchpoints
Question Element | Numeric#Forms
Question Element | Entity Cross Reference#Forms
Question Element | Date#Forms
Question Element | Email#Forms
Question Element | Yes/No#Forms
Question Element | Address Field#Forms
Question Element | Element Cross Reference#Forms
Question Element | User Cross Reference#Forms
Question Element | File Attachment#Forms #uploads #attachment #pdf #word #images
Disable List Question Element Choices#Forms
Question Element | Entity Cross Reference Attribute#Forms
Question Element | Time Spent#Forms
Form Element | Section Header#Forms
Question Elements | Response Cross Reference#Forms
Question Element | Attendance#Forms
Form Element | Page Break#Forms
Question Element | Start/End Time#Forms
Question Element | Grid/Table#Forms
Restore Deleted TouchPoint Responses#TouchPoint #Restore #Deleted
Record TouchPoints | Add/Create a TouchPoint Response#Forms
Recording Collections TouchPoints#Forms
Recording Multiple Participant TouchPoints#Forms
Recording TouchPoint Sub Forms#Forms
View Participant 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 | Adding To Do List Elements to TouchPoints and Assessments
To Do List | Recording a To Do List Element
Viewing Own To Do ListTo Do List
To Do List | Enable Review Staff To Do
Review Staff To Do List#EndUser
Clearing Items from To Do List#Legacy remove, complete, finish items 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