Additionally, from this detailed section, you can take actions. If you take any action on behalf of or with this beneficiary, then you can simply click “Record Effort” and a blank Effort will appear. You then simply complete a new Effort, and be sure to enter the new Next Date of Contact so they are put back on your To Do List if you are going to continue to provide them services. If you determine you aren’t going to address the task for this beneficiary today, then you can simply click on the “Other Actions”, select “Change Due Date”, and enter in a new Due Date to push this task out to a future date. And finally, to see the details for an assessment alert on your To Do List, click the “+” to the left of the name of the assessment you have altered to have something done on. The details will appear, similar to the “Provide WIPA Services” noted above. From the To Do List you can choose to Update the Assessment, or take other actions, whichever is relevant when this date arrives. Adding Items to another staff member’s “To Do” List It is possible to add follow up items to another staff person’s “to do” list. This is most commonly used when an intake specialist enters initial beneficiary information into ETO, but a different CWIC will be providing the actual services to the beneficiary; or when another staff person may be assisting with data entry. Follow up items can be added to another staff member’s “to do” list via assessments by using the steps previously outlined for the ‘schedule follow up alert’ section at the end of the assessment. The difference here is that you will select the box next to ‘Schedule Follow-up Alert to show on Other Staff’s To-Do List’ as identified below. In the WIPA Program, once you check this box, another drop down will open that allows you to select the staff person who you are assigning the follow-up to. After hitting ‘submit’, the alert will be added to that person’s “To Do” list. The process is slightly different in the I&R assessment. The follow up section looks similar to above, however, there is also an ‘Assigned Staff’ field already shown where you can choose who to assign the follow-up to.
Additionally, from this detailed section, you can take actions. If you take any action on behalf of or with this beneficiary, then you can simply click “Record Effort” and a blank Effort will appear. You then simply complete a new Effort, and be sure to enter the new Next Date of Contact so they are put back on your To Do List if you are going to continue to provide them services. If you determine you aren’t going to address the task for this beneficiary today, then you can simply click on the “Other Actions”, select “Change Due Date”, and enter in a new Due Date to push this task out to a future date. And finally, to see the details for an assessment alert on your To Do List, click the “+” to the left of the name of the assessment you have altered to have something done on. The details will appear, similar to the “Provide WIPA Services” noted above. From the To Do List you can choose to Update the Assessment, or take other actions, whichever is relevant when this date arrives. Adding Items to another staff member’s “To Do” List It is possible to add follow up items to another staff person’s “to do” list. This is most commonly used when an intake specialist enters initial beneficiary information into ETO, but a different CWIC will be providing the actual services to the beneficiary; or when another staff person may be assisting with data entry. Follow up items can be added to another staff member’s “to do” list via assessments by using the steps previously outlined for the ‘schedule follow up alert’ section at the end of the assessment. The difference here is that you will select the box next to ‘Schedule Follow-up Alert to show on Other Staff’s To-Do List’ as identified below. In the WIPA Program, once you check this box, another drop down will open that allows you to select the staff person who you are assigning the follow-up to. After hitting ‘submit’, the alert will be added to that person’s “To Do” list. The process is slightly different in the I&R assessment. The follow up section looks similar to above, however, there is also an ‘Assigned Staff’ field already shown where you can choose who to assign the follow-up to.
ETO%20Data%20Entry%20Guidance,%20Tips,%20and%20Reminders%20September%202014.docx