This webinar focuses on working with participants and families within the ETO (Efforts to Outcomes) system. ETO is a data collection software designed for nonprofits and other social good organizations to track and understand the relationship between their work and the outcomes they help people achieve. The session covers best practices for adding new participants, including searching for existing records to avoid duplicates, and the steps for enrolling individuals in programs.
This webinar also addresses the process of creating and managing families within ETO. Administrators can configure the system to collect specific data points for family members, and a family dashboard provides a centralized view of the group's information and activities. The presentation emphasizes the importance of filling out as much data as possible, even if a field is not required, to support comprehensive reporting. Finally, the session covers the steps for exiting participants and families from programs, ensuring their records remain accessible for future reference. The webinar highlights the available resources, such as the knowledge base, training videos, and customer support, to help users become proficient in utilizing the ETO system.
Working with Participants and Families Presentation Slides
