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OBH ETO User Manual.docx

1. Cw bita du ambi adc inta cu 23 How Do I Enter Outcome Data Youth NOMs Driving Survey 23 MANAGING MY EFFORTS dedu cda e UM M AREE 27 How Do I Review My Efforts DSMRRREU dua ERG 27 How DO va 29 How Do I Complete Edit My Quarterly Narrative Reports 32 WORKING WITH REPORTS ui cM aaa 36 How Do I Pull Direct Service 36 How DO 1 Export a Report 40 How Do I Pull My Assessment Reports Youth NOMs Driving Survey 43 How Do I View My Quarterly Narrative Report 45 QUESTIONS ABOUT ETO issiria iaa aiaa Eai 48 Introduction Welcome This manual is for Office of Behavioral Health OBH funded providers that use ETO to report their activities This manual will provide all the information you need to use ETO successfully While this manual should provide you with the information you need please do not hesitate to contact your PEP TA Consultant with any questions that you may have What is ETO ETO is a web
2. Nante Case Humber HOE Gender 3906 Race 3901 Ethnicity DBH White or Caucasian Hot of Hispanic Latino or Spanish origin White or Caucasian Of Hispanic Latino or Spanish origin Black or African American of Hispanic Latino or Spanish origin Hot of Hispanic Latina of Spanish origin Hot of Hispanic Latino or Spanish origin Hot of Hispanic Latina or Spanish origin Hot of Hispanic Latino or Spanish origin Of Hispanic Latino or Spanish oriain 40 ie Document View 9 fow Jelu aft Jar DBH All Direct Services Query Name Query 1 6 Enter Recorded Date Start Optional f Enter Recorded nd Optional Internet Explorer will display a security Date E Enter Date of Contact Start Optional Enter Date of Contact End Optional message Click on the message and choose c Download File and click OK seer Pilot 53509 r ot L For Spanish origin Prog ram Marne Case Humber Pilot 57027 Black or African American Hot of Hispanic Latino or Spanish origin z af Doran ates ar caries Are you sure you want to navigate away from this page You will lose any unsaved modifications to this document 7 Click OK when this prompt window comes up Press OK to continue or Cancel to stay on the current page Reply to prompts before running the query E
3. m Enter Initial Value User Hint Initial Value is the total number of people served by the effort Each of the demographic category totals should be the same as this value entered on 11 1 2011 4 26 14 PM 3 Click Record Effort to record the effort and return to the Home Page Click Save amp Record Similar Effort if you would like to enter the exact same effort for the same group 22 Working with Outcome Data How Do I Enter Outcome Data Youth NOMs Driving Survey Cole ada Gepaitment Office of Behavioral Health Direct Add Farticipant Edit Participant Enter Effort Add Edit Groups summery of Direct Services Report Attendance Demooraphics Report NEL Unrversal Aggregate Enter Effort Summary of Uniwersal Aggregate Services Report Unversal eqate Services Report 1 Outcomes Click here to enter Outcome Data Youth Report Assessments Safe Driving Measure Report Manage Review Work 23 New To Do List Favorites My Dashboard ter Search LS Search for Participants in Pilot by partial Last Name SSN or Case Number oD lt Include Lm ELI Pal LGI Lc ILS hee o see all Participants leave the box empty 200001 Fake 1 1 2000 Adult Fake 1 6 1973 un GO Fake Fake 1 1 2010 un zao Fake Testi ae Participant Fake 8 1 1972 Process Fake 7 9 1993 Joo Sister Fake 1 13 1994 Youth Fake 3 4 1995 mM eS 9 To
4. Outcomes Enter Outcome Data Assessments Youth NOMs Report User Hint Safe Driving Measure Report The link 2m open a new browser window Make sure no pop up blocker prevents the window from Manage Review Work opening Edit Work Complete Edit Quarterly Narrative Report View Quarterly Narrative Report 36 2 Reply to prompts before running the query Use either Date of Contact Recorded Date Enter Date of Contact Start Do not use both Enter Date of Contact End optional This filter will be ignored because no value has been selected Enter Recorded Date Start optional This filter will be ignored because no value has been selected Enter DEIS of Contact Sta rt This 15 the earliest date for which data will be pulled Enter Recorded Date End optional This filter will be ignored because no value has been selected Date of Contact End This is the latest date for which data will be pulled Please note that for the end date you need to put the obscene day AFTER the date you want to pull through 8 i e if you want data from 6 30 you need to put the end date as 7 1 Enter Recorded Date Start This is the earliest date for which data will be pulled 3 Click Run Query Note if you leave the dates blank you will pull all data for your program s may D Enter Recorded Date End This is the latest date for which data will be pulled d here S 44 Document
5. Alternative Activities Community Drop In Centers Attendance Point of Service Element 1 Fake Testi Contact Location Methad Home Visit Value Yes Edit record Delete record Date of Contact 10 27 2011 Time Spent On Contact 111 minutes General Point of service Ele 5 DBH Alternative Activities Indicated Once you fing your effort 1 Pilot you can Edit or Delete the Contact Location Method E mail Edit record Delete record Date of Contact 10 27 2011 record a lt Note Once an effort is deleted the details of the effort are lost 30 To Do List My Favorites Dashboard New Pict Il Search Edit My Efforts Select Date for the Recorded Effort Jan v 2012 9 Search by Participant For participant 200001 Fake Alternative Activities Community Drop In Centers Attendance P 1 200001 Fake Contact Location Method Community Site Date of Contact 1 3 2012 Notes fake effort Group Fake Group Contact Location Method 1 on 1 Mentoring Date of Contact 1 3 2012 Notes Fake Enter Search Terms Edit Point of Service Element Effort Participant Contact Location Method Date of Contact Date of Next Contact Next Contact Time El Classification m Alternative Activities Community Drop In Centers AM Time Spent on Contact AM Assigned Value Notes User Hint A Search by Participant will only display participant services direct services that have bee
6. Note there were no dates specified in this example so all efforts entered for this provider were pulled 3906 _ 3901 lEthnicity DBH 11 White Caucasian Not of Hispanic Latino or Spanish origin AAO Female White or Caucasian Of Hispanic Latino or Spanish origin 716 11 3 4 85 Male Black or African American Mot of Hispanic Latino or Spanish origin 9 1 11 1673 Male Other Not of Hispanic Latino or Spanish origin 3 1 11 Male Other Nat of Hispanic Latino or Spanish origin 10 15 Male Other Not of Hispanic Latino or Spanish origin 10 31 Other Not of Hispanic Latino or Spanish origin 10 31 13 3 Other Of Hispanic Latino or Spanish origin 9 1 11 5 25 86 Asian Not of Hispanic Latino or Spanish origin 9 1 11 B 25 85 Asian Not of Hispanic Latino or Spanish origin 8 1 11 1 11 White or Caucasian Not of Hispanic Latino or Spanish origin 2 1 11 1 1 11 White or Caucasian Not of Hispanic Latino or Spanish origin 3 1 11 1 3 86 White or Caucasian Not of Hispanic Latina or Spanish origin 8 6 11 10510 ox J la aft Jae a 1891 8 5 mE To export the report to Excel click on the Document link on the top left of the page then choose Save report to my computer as and specify Excel Enter Recorded Date Start Optional Enter Recorded Date End Optional Enter Date of Contact Start Optional Enter Date of Contact End Optional
7. Aggregate Services Report Al Universal regate Services Report Attendance Demographics Report NEW SEES Enter Outcome Data Assessments Youth NOs R Driving Measure Report 1 Click here to review your work Edit Work Comoplete Edit Quarterly Narrative Report View Quarterly Narrative Report Select Dates for Review 2 EE ne 28 2011 i 2 Piene Mih Enter date range for effort contact 2012 This Previous Quarter Please note this searches only by date Year To Date of contact not the date the effort was recorded Ending Date User Hint If you do not know the date the effort was recorded you may pull the All Direct Services Report or the All Universal Aggregate Report to review your work and find the date Click Submit New To Do List Favorites Dashboard Ene Serch Tem Lg Work Performed by DBH Staff in Program Pilot Between 12 28 2011 and 1 4 2012 Program Summary Site Summary Pilot DBH Number Of Participant Point of Service Elements 1 1 Number Efforts 2 2 Total Time Spent hh mm 00 13 00 13 This box displays a Number Of Entity Point of Service Elements 0 summary of the efforts Number Of Efforts 0 0 entered into ETO Total Time Spent hh mm 00 00 00 00 Please note that not all Number Of General Point of Service Elements 1 1 elements are being Number Of Efforts 1 1 captured in the ETO Total Time Spent h
8. Do List less New XMyFavortes Dashboard LX e Review Assessments Review Assessments for Adult Fake User Hint All completed assessments for the selected participant will appear here 2 Search for the participant by partial last name case number or leave this field blank to view all participants 3 Click on the participant you would like to record an assessment for Safe Driving Measure Se Siw eee a 09 04 2011 11 01 2011 DBH Staff Enabled Please select e Youth NOMs Pre Date last Completed Updated Identifier DBH Staff 4 Click here to Take New Take New Assessment Assessment Plaase select Review Response Report Full User Hint Click here to review or update edit 24 an existing assessment ETO software OBH Pilot Home New To Do List Messages My Favorites My Dashboard Enter Search Term s Assessment For Fake Fake Select Assessment 2 Driving Survey Follow Up 1 5 Driving Survey Follow Up 2 rea eine ee Click on the desired Driving Survey Pre Safe Driving Measure Follow up 1 assessment Safe Driving Measure Follow up 2 Safe Driving Measure Past Safe Driving Measure Pre TEST Youth NOMs Follow up 1 Youth NOMs Follow up 2 Youth NOMs Post Youth NOMs Pre ch To Do List Messages Mew My Favorites My Dashboard 4 22082 Day ven En
9. Services Report Altendance Demographics Report NE Universal Aggregate Enter Effort Summary of Universal Aggregate Services Report All Universal Aggregate Services Report Attendance Demographics Report NE Enter Outcome Data Assessments Youth NOMs Report safe Driving Measure Report Review Work Edit Work Complete Edit Quarterly Narrative Report View Quarterly Narrative Report Record Multiple Participant Efforts eat Group Family 2 Participant Select Group Family 3 Click Submit Record Multiple Participant Efforts Dismissal Test Group FAKE Group Fake Group Fake Training Group New Classroom Group Testing Group 1 4 Select a group from the list of available groups Record Multiple Participant Efforts Select a Participant Outcome Activity Select A Participant Outcome Activity lak 1 PA y Alternative Activities Community Service Activities Alternative Activities Drug free Social Recre onal and or Cultural Ac Alternative Activities Mentoring Programs Alternative Activities Other Alternative 3 Alternative Activities Youth Aduj Community based Process Cc Community based Process Community based Process M Education Education Programs Education Ongoing Classroo Education Other Education Education Parenting and Fami Education Peer Leader Helper Education Preschool ATOD Pr Problem ID and Referral DU Problem ID and Referral Emp P
10. Yes No How old were you the first time you had an alcoholic beverage Smoked part or all of a cigarette this includes loose tobacco rolled into cigarettes F Yes j No How old were you the first time you smoked part or all of a cigarette Schedule Follow up Alert to show up on your To Do list Schedule Follow up Alert to show up on Other Staff s To D User Hint ee eis 2012 Using the Alert functionality is not Thursday January 05 2012 Em recommended for Youth NOMS or Driving Alert 9 Reminder to Complete this Assessment Sur vey Assessments Reminder to take a new Assessment 9 Click Submit to Favorites My Dashboard Enter Search Tem Review Assessment Information for Adult Fake on 02 02 1999 User Hint After assessment data are submitted they can reviewed by clicking Continue or data can be changed by clicking Edit Youth NOMs Pre A 1 Local Client ID 6 digits 123456 A 2 Program Name Pilot 26 Managing My Efforts How Do Review My Efforts Colorado Depariment Office of Behavioral Health ol Human Services people uh help poeple Pilot Add Participant Dismiss Participant Edit Participant Enter Effort Add Edit Groups Enter Group Effort Summary of Direct Services Report All Direct Services Report Attendance Demographics Report NEW EE Universal Aggregate Enter Effort Summary of Universal
11. based data collection system created by Social Solutions It allows users access anytime as long as they have an internet connection and are using Internet Explorer 6 7 or 8 9 is not yet supported Unfortunately this means that you cannot use other browsers such as Apple Safari Google Chrome or Mozilla Firefox ETO System Overview The ETO Software system was designed by human service professionals who understand funding reporting and staffing challenges as well as the uniqueness of human service organizations and their programs Like other human service professionals they grappled with a common dilemma How do we know if our efforts make an actual difference in the individuals that we serve Understanding that outcomes are not achieved without effort the founders developed a software solution that makes it possible to relate service delivery efforts with their desired outcomes With this software they were able to monitor the effectiveness of their efforts and understand where they were having the greatest impact This understanding allowed them to adjust their service model identify and replicate best practices and report their successes They called the software Efforts to Outcomes Software or ETO ooftwareG How is ETO Used for OBH Funded Activities The OBH funded efforts providers enter in ETO serve several purposes including 1 Reporting to State and Federal Government Statewide evaluation cross site 2 OBH Invoicing
12. exactly of served Gender Female exposures sessions Fields that are highlighted yellow or have an asterisk Does the Gender total equal the are required 20 E served Race White or Caucasian served Race Black or African American E served Race Native Hawaiian or Pacific Islander E served Race Asian m served Race American Indian Alaska Mative served Race Multiracial E served Race Other 1 Does the Race total equal the Initial served Ethnicity NOT Hispanic Latino Ej served Ethnicity Hispanic Latino El served Age 5 11 El served Age 12 14 El served Age 15 17 El served Age 18 20 El served Age 21 24 El served Age 25 29 E served Age 30 34 served Age 35 39 E3 served Age 40 44 ES served Age 45 49 E served Age 50 54 Does the Age total equal the Initial eR Yes True No False User Hints Enter a zero if the effort did not serve people in that category The total for demographic gender race age and ethnicity should each match the Initial Value number entered at the bottom of the page If the totals match the Initial Value then select the Yes True option for each demographic Please note that verification of the correct totals must be done manually AM DEH Alternative Activities Indicated Time Spent on Contact minutes m Last Ve E
13. list 3 Select OBH Quarterly Narrative Report My Favorites Dashboard Erter Search 4 Enter the date report is being completed Assessment Select DBH Quarterly Narrative Report Assessment Identifier In the assessment identifier field above please enter the fiscal quarter and year for which you are entering data For example Q1 2011 Q2 2011 Q3 2012 Q4 2012 5 Enter the Assessment Identifier per the instructions Please include the quarter and fiscal year The purpose of the narrative progress report is to provide you with an opportunity to use available data to reflect upon your project This strategy known as formative evaluation is conducted during the operation of a project generally for the purpose of obtaining ongoing feedback that can lead to evidence based decisions regarding immediate or future project improvements revisions The reporting structure is set up on a quarterly cycle in order to gather information about progress made and to capture changes over time The completion of this report will provide you the opportunity to stop reflect upon your services and consider whether your DBH funded services are meeting the expectations you had at the beginning of the year Although your agency coalition may deliver multiple services to multiple populations this report should be based exclusively on efforts that are linked to funding by DBH Block Grant PDD and or LEAF grants If you rece
14. origin Hot of Hispanic Latino or Spanish origin Not of Hispanic Latina or Spanish ongin Hot of Hispanic Lalino or Spanish origin ll SIS panii aro Dr apanrisr Oral Do you want to open or save this file Mame DBH All Direct Services for TRAININGS xls Type Microsoft Excel 97 2003 Worksheet 10 0KB 11 Select Open or Save the exported report 42 How Do Pull My Assessment Reports Youth NOMs Driving Survey Tips for Success e For information on exporting reports please see page 38 under the section How Do Export a Report e For information on selecting date range for reports please see page 36 under the section Working with Report Cole ade Gepaitment Office of Behavioral Health C ES peegie wha help Pilot Direct Add Participant Dismiss Participant Edit Participant Enter Effort Add Edit Groups Enter Group Effort Summary of Direct Services Report All Direct Services Report nographics Report NEM Unrversal Aggregate Enter Effort Sumrnary of Unrmeersal ggregate Services Report Ail Unversal ate Services Report Attendance Dem Outcomes Youth Report safe Driving Measure Repor Click to pull Youth NOMs Report or Driving Survey Report Edit Work 43 8 Document View 75 d 9 lt 1 Ja gt amp Refresh All Track 22 Oy ame A alues The Query Summary will
15. size within the program 47 Questions about ETO All questions about using ETO for OBH funded efforts should go to your PEP TA Consultant If they cannot answer your question they will obtain additional support from OMNI s in house ETO Team Please do not contact Social Solutions for your technical assistance needs They are not familiar with your program and will simply refer you back to OMNI A complete and current list of PEP TA Consultants can be found on the OBH Portal at https obhpreventionportal public sharepoint com Pages Contacts PEP TAProviders aspx 48
16. the Becoming a high pe 747 e organization is an process an i Counting Odpuis The ETO Home Page ETO software OBH Pilot Welcome DEH Staff Home Page Drei Loa Of Colo ado Department Office of Beh of Human Services l N E people who holp pesple SSS User Hints Log Off Click to exit ETO Direct Add Participant Dismiss Participant Home Page Click to return to this Edit Participant page at any point Using the back Enter Effort button in ETO does not work all the Add Edit Groups time It is better to use this link to Enter Group Effort return to the list found on the home Summary of Direct Services Report page All Direct Services Report Attendance Demographics Report NEW Help Please don t use xc x E ea ae This will take you to Social Solutions Universal Aggregate Enter Effort support not PEP TA support at OMNI Summary of Universal Aggregate Services All Universal Aggregate Services Report Attendance Demographics Report NEW D oee OOO O OO ee Outcomes Enter Outcome Data Assessments Youth NOMs Report Safe Driving Measure Report 1 1 1 HX Manage Review Work Edit Work Complete Edit Quarterly Narrative Report View Quarterly Narrative Report User Hint Click on desired action Each action falls u
17. to record the effort and go back to the Home Page not contain a Yes value it will not be counted as a service for that TRUM Click Save amp Record Similar Effort if you would participant like to enter the same effort for the same group 18 Working with Universal Aggregate Efforts How Do Enter a Universal Aggregate Service Effort emm Ca o ado Department Office of Behavioral Health 1 g um am services C people who balp pecple Pilot Direct Add Participant Dismiss Participant Edit Participant Enter Effort Add Edit Groups Enter Group Effort Summary of Direct Services Report All Direct Services Report Altendance Demographics Report NE 1 Universal Aggregate Enter Effort o Click here to enter a Summary of Universal Aqgregate Services regate Services Report Effort Attendance Demographics Report Universal Outcomes Enter Outcome Data Assessments Youth NOMs Report Safe Driving Measure Report Review Work Edit Work Complete Edit Quarterly Narrative Report View Quarterly Narrative Report 19 New To Do List Enter Search Term s Program s Name Pilot Record Program Efforts My Favorites Dashboard Plot v MM Search Select Program Point of Service Element Select Program Point of Service Element v Select Program Point of Service Element Point of Service Elements Alterna
18. End Date Group Description Uses Scheduling 5 3 Enter Group Name and Start Date User Hints Remember these yellow fields are required If you do not know the exact end date it is best to leave this field blank Group Mame Fake Grup 000000000000 Click Submit Search for participants by last name or leave this box Group Member Information for Fake blank and click Go to get a list of all participants Enroll Participants in Fake Group Search for Participants in Pilot by partial Last To see all Participants leave Adult Fake 1 6 1973 Fake Testi 1 3 1996 Process Fake 7 9 1993 Sister Fake 1 13 1994 Youth Fake 3 4 1995 Manage Groups 7 Met Click on Add to add the participant to this group 1 200001 Fake 1 3 2012 2 Fake Fake 1 3 2012 3 Participant Fake 1 3 2012 User Hint You can see any existing groups that a participant is currently assigned to on this page Note that in order to enroll a participant into a group they must first be added as a participant See How I add a participant on page 8 How Do Enter a Group Effort Kuman Services Co o ado Department Office of Behavioral Health cans Add Participant Dismiss Participant Edit Participant Enter Effort Add Edit Groups Click here to enter a a group effort Summary of Direct Services Rept All Direct
19. F mode fe Fold Unfoid Pilot Assessment HWentitier Recorded Question Answer Descibe accomplishments for the quater for evidence based program s practica s In school program was recognized by regional news as providing quality Salmon Jeremiah 7 1 11 and approach es sendce within location For the current quarter describe problems encountered and the Some parents were unwilling to allow children 1o initially participate but were 04 2011 Salman Jeremian 7 1 11 resolusions convinced ai the meeting during the Q amp session Identify any technical assistance TA or training needed to assist with meeting Salmon Jeremiah 7 111 contract requirements It will be necessary to provide information packets for parents Identify planned activities for the neat quaner ixFor example recruitment User Hint In PDF mode the Quarterly Narrative Report can be printed Comment DBH Quarterly Narrative Report Pilot Identifier Recorded Taken Question Answer Describe accomplishments for In school program was recognized by reglonal news as providing quality Service within iocation Some parents were unwilling to allow children to Initially participate but were Salmon Jeremiah convinced at PTA meeting during the Q amp A session It will be necessary to provide Information packets for parents Larger broader recrultment will take place to Increase population
20. OBH ETO User Manual Revised October 2014 OMNI Institute Prevention Evaluation Partners PEP Table of Contents INTRODUC TION c enna 3 rz E proe wo n 3 ETO Systems OVerVIOW How is ETO Used for OBH Funded Activities 3 ETO Structure and LANQUAGC 2 User Permission Levels APT 4 Gelmo Slanted WIN ETO M vizi Kec c meses 4 LOGGING INTO ETO THROUGH THE OBH 5 WORKING WITH DIRECT ns lade ra pa dE au EUER 8 How Do I Add a CIDA db TERES 8 How Do I Enter an Effort for a Single Participant 11 How D l GTrOUD pem 14 How I Enter a Group 2 16 WORKING WITH UNIVERSAL AGGREGATE EFFORTS ccccssssssseeeeeeessseeeeseennneneeeseees 19 How Do I Enter a Universal Aggregate Service Effort ss 19 WORKING WITH OUTCOME
21. Record Similar Effort save Effort amp View Edit Participant 7 Select what you would like to do next Click Save Effort amp Close to record the effort and return to the Home Page Click Save Effort amp Record Similar Effort to enter the exact same effort for the same participant Click Save Effort amp View Edit Participant if you would like to record the effort then make changes to the participant s information 13 How Do Create a Group Co o ado Department Office of Behavioral Health man Service people tho selp pecple Pilot Add Participant Dismiss Participant Edit Participant Enter Effort 1 Add Edit Groups Click here to create a Enter Group Effort group summary of Direct Services Hepo All Direct Services Report Altendance Demographics Report NE Universal Aggregate Enter Effort Summary of Universal Aggregate Services Report Universal Aggregate Services Report Attendance Demographics Report NE Enter Outcome Data Assessments Youth NOMs Report safe Driving Measure Report Review Work Edit Work Complete Edit Quarterly Narrative Report View Quarterly Narrative Report 62 Wreckless Enabled 9 1 2009 6 1 2010 64 Youth Council Enabled 9 1 2010 9 10 2010 66 Youth Mentoring Session Enabled 6 6 7011 6 6 2011 2 2 Click here to adda group 2 Click here to add a group Disabled Start Date Set All Individual Members Group Start Date Equal to Date Above
22. View Jn 8A 5 100 gt 4 1 rH 7 a Use the arrows to move f Program All values between pages Direct Services Summary Report User Hint Count of Participants and Efforts by Point of Service Strategy The Query Summary shows the date range for Query Name Query 1 _ A which data were pulled Note there was not end Enter Recorded Date Start Optional date in this example so all efforts with a date of EE 6 12 00 00 contact or after 11 1 2011 were pulled Enter Date of Contact End Optional Count of Participants Count of Efforts Point of Service Name filtered for value yes filtered for value yes Alternative Activities Cammunity Drop In Centers User Hint This report has two tabs one showing data by strategy and the other showing efforts by provider Note if you do not have access to more lead adr Jirect Services by Entity than one program both tabs will be the same 37 All Direct Services Report Colo ado Deparimeni Office of Behavioral Health ol Human Services peuple who Sele poeple Pilot Direct Add Participant Dismiss Participant Edit Participant Enter Effort Add Edit Groups Enter Group Effort summary of Direct Services Report 1 Al Direct Services Report Click to pull All Direct Services Attendance Demographics Report INE Report Universal Aggregate Enter Effort Summary of Universal Aggregate Ser
23. Y Double click on a program name Prompts x 3 running the query either Date of Contact tact start optional This filter will be ignored because no value has been selected rd ed Date Enter Date CT er reiii mied Do not use both Enter Recorded Date Start optional This filter will be ignored because no value has been selected Enter Recorded Date End optional This filter will be ignored because no value has been selected Enter Date of Contact Start This is the earliest date for which data will be pulled i Ee ia teeter ce Date of Contact End This is the setae latest date for which data will oS a pulled Enter Recorded Date Start This is the earliest date for which data will be pulled 4 Click Run Query User Hint Enter Recorded Date End This is the latest date for which data will be pulled If you leave the dates blank you will pull all data for your program s User Hint Use the arrows to move HU e between pages Recorded By All values DBH All Direct Services Enter Recorded Date Start Optional Enter Recorded Date End Optional Enter Date of Contact Start Optional Enter Date of Contact End Optional Prog ram Name User Hint The Query Summary shows the date range for which data were pulled
24. e Click on the participant X Process Fake for whom you would o Sister Fake like to record an effort Youth Fake software OBH Pilot New Quick Search To Do List Messages My Favorites My Dashboard Enter Search Term s Search Record Participant Efforts Participant s Name Fake Paul Select Participant Point of Service Element Select Participant Point of Service Element Point of Service Elements Alternative Activities Community Drop In Centers Alternative Activities Community Service Activities Alternative Activities Drug free Social Recreational and or Cultural Ac Alternative Activities Mentoring Programs Alternative Activities Other Alternative Activities 4 Alternative Activities Youth Adult Leadership Activities Community based Process Community Team Building Select a Point of Service Community based Process Community Technical Assistance and Traini Community based Process Mult agency Coordination ang Collaboratio Education Education Programs for Youth Groups Education Ongoing Classroom and or Small Group Sessio Education Other Education D Education Parenting and Family Management User Hint Please Education Peer Leader Helper Programs Education Preschool ATOD Prevention Programs ref erence your ETO Data Entry Matrix to help Problem ID and Referral DUI DWI Education Programs Problem ID and Referral Employee Assistance Programs Problem ID and R
25. eferral Other Problem ID and Referral identify the appropriate Problem ID and Referral Student Assistance Programs Supplemental Notes Element 12 zoe Sac 7 Record Participant Effort Participant Point of Service Activity Contact Location Method Date of Last Contact Date of Contact Date of Next Contact Time Spent Value f E IOMEClassification Notes 6 Check the Yes button in the Value field User Hint A Point of Service must contain a Yes value to be included in aggregate reports that OBHreviews Ne _ Fill in the following information specific to the effort Messages Par cinant User Hints Contact Location Method Where the effort took place 200001 Fake Alternative c tivities Community Drop Select Location Methad Date of Contact The date the effort took place Nona FF 03 2012 Time Spent minutes specify the time that was spent on the effort IOM Classification Please reference your ETO Data MM Alternative Activities Community DI 7 Entry Matrix to determine which IOM classification Ere to select re JEn Fields that are yellow or have an re required rs m are required Uk next to them User Hint The Notes field is for your use and can be helpful when reviewing your efforts save Effort amp Close save Effort amp
26. eport 45 Prompts Reply to prompts before running the query Enter Date Ta Start Enter Date Taken End optional This fiter will be ignored because no value has been selected 2 Enter the date range for the Quarterly Narrative Report to be viewed Enter Date Taken Start User Hint Date Taken refers to the date the Quarterly Narrative Report was submitted updated in ETO 3 More Information Click Run Query 8 Document View 13 8419 1 2 v Refresh Data Fy Track Oh f Sa Program Name All values Date Taken All values Your data will be displayed in a similar table DBH Quarterly Narrative Report Pilot Assessment Date Identifier Recorded By Taken Question Answer Describe accomplishments for the quarter for evidence based program s practice s In school program was recognized by regional news as providing quality SalmonJeremiah 7 1 11 and approach es service within location For the current quarter describe problems encountered and the Some parents were unwilling to allow children to initially participate but were SalmonJeremiah 7 1 11 resolutions convinced atthe PTA meeting during the Q amp A session Identify any technical assistance TA or training needed to assist with meeting BL Hens 46 Ne ei User Hint To view report in PDF mode click View then PD
27. for reimbursement of expenses for OBH funded efforts 3 Individual tracking tool for local evaluation efforts ETO Structure and Language 1 Site OBH 2 Program Providers 3 Provider User You Users may have access to one or more providers or program 4 Funder OBH Reviews aggregated data for ALL providers or programs User Permission Levels Each new OBH ETO user is assigned a permission level for security reasons This allows you to only see the efforts of other staff that have a lower permission level than you Individuals with the same permission level will not be able to see each other s work Getting Started with ETO 1 View ETO User Expectation on the OBH Portal PEP Library http www obhpreventionportal org 2 Your OMNI PEP TA Consultant will communicate your Username and Password once the OBH ETO New User Training has been completed Please Note Each ETO user should have their own username and password For security reasons please do not share usernames and passwords Logging into ETO through the OBH Portal Tips for Success e OBH Portal can be found at http www obhpreventionportal org For technical support using ETO please contact your evaluation TA Consultant PEP Consultant COLORADO Office of Behavioral Health Department of Human Services Home Office of Behavioral Health Prevention Portal Contacts Calendar Helpful Web Links Recent Announcements Ero Title Publi
28. g answers ina Word document then copying and pasting your answers into ETO allows for access to spellcheck and the ability to Schedule Follow up Alert to show up on your To Do list save work Schedule Follow up Alert to show up on Other Staff s To Do list Please note the response 4242012 fields are limited to 5000 Thursday January 05 2012 Alert 9 Reminder to Complete this Assessment characters Reminder to take a new Assessment SocialSolutions amp 2001 2012 Developed by Social Solutions Inc All rights reserved b Online Communi 34 Review Assessment Information for Pilot on 02 03 2008 DBH Quarterly Narrative Report 1 Describe accomplishments 3 8 Click Edit to make changes or Click Continue to save responses program s practice s and approach es 35 Working with Reports How Pull Direct Service Reports Summary of Direct Services Report Cnlo ada Department Office of Behavioral Health ol Human Services people who help pecple Pilot Direct Add Participant Dismiss Participant Edit Participant Enter Effort Add Edit Groups Enter Group Effort Click pull Summary of Direct Services Reporp Summary of All Direct Services Report Direct Services Attendance Demographics Report NE Report Universal Aggregate Enter Effort summary of Universal Aggregate Services Report All Universal Aggregate Services Report Attendance Demographics Report ME
29. h mm 00 01 00 01 site e g Employment Employment Placements 0 E Placements so some fields e s will display no value Referrals 0 0 Assessments Completed Updated N A 1 Participants Entities General Other Types of Work Point of Service Elements J Employment Referrals Assessments Composite Point of Service Elements Education Processes Legal Case History Multiple Group Efforts N A Composite Group Family Efforts N A f N A User Hint You can view additional detailed information if you check the box under Participant and or General Please note you cannot edit or delete efforts through Review My Work You must use Edit My Work instead 28 How Do Edit My Efforts Tips for Success e Steps 2 4 outline two methods to find an effort that needs to be edited If you are not certain of the date of contact you can look under Review Work using the general timeframe the effort was entered and identify the specific effort Colo ade Deparment Office of Behavioral Health ol Human Services people uh help pecple Pi lot Direct Universal Aggregate Outcomes Add Participant Dismiss Participant Edit Participant Enter Effort Add Edit Groups Enter Group Effort summary of Direct Services Report All Direct Services Report Attendance Demographics Report NE Enter Effort summary of Universal Aggregate Services Report All Universal Aggregate Services Report Attendance Dem
30. ive grant funding through more than one DBH funding stream complete a quarterly report for each funding stream e g complete separate quarterly reports for Block Grant and PDD if you receive both funding streams Questions regarding report content deadlines and attachments should be directed to your DBH program manager Your PEP TA provider can answer questions about how to submit the report in ETO DBH and OMNI staff will review your completed quarterly report The quarterly reporting deadlines are as follows Quarter 1 5 completed and submitted ETO by Friday October 28 2011 Quarter 2 report s completed and submitted via ETO by Friday January 27 2012 Quarter 3 report s completed and submitted via ETO by Friday April 27 2012 Quarter 4 5 completed and submitted via ETO by Friday July 27 2012 Please answer the following 6 questions for each of the funding streams you receive Please reflect on your overall project efforts including needs assessment capacity building planning implementation and evaluation activities A 1 Describe accomplishments for the quarter for evidence based program s practice s and appraach es 6 Answer each question in the designated 2 For the current quarter describe problems encountered and the resolutions space A 6 Identify any technical assistance T or training needed to assist with meeting contract requiremer User Hints Composin
31. n recorded for that individual Edit record Delete record edit Group Effort Delete Group Effort Value Yes Delete record Time Spent On Contact 1 minutes Fake Testi Oct 27 2011 Make any necessary changes Moab tags rege to effort and click Update Hour w Min AM PM Effort User Hint Updating an effort will minutes change the recorded date for Yes No the effort to reflect the date it was last updated 31 How Do Complete Edit My Quarterly Narrative Reports Co o ado Department Office of Behavioral Health C F people mho balp pecple Pilot Direct Add Participant Dismiss Participant Edit Participant Enter Effort Add Edit Groups Enter Group Effort Summary of Direct Services Report All Direct Services Report Attendance Demographics Report Universal Aggregate Enter Effort Summary of Universal Aggregate Services Report Universal Aggregate Services Report Attendance Demographics Report INE Enter Outcome Data Assessments Youth NOMSs Report safe Driving Measure Report Review Work Edit Work Click to Complete Edit Quarterly Narrative Report Complete Edit View Quarterly Narrative Report Quarterly Narrative Report 1 32 DBH Quarterly Narrative Report 2 Youth NOMS Pre General Assessment Click Take New Assessment All completed narrative reports assessments will appear in a
32. nder one of the main categories Direct Universal Aggregate Outcomes and Manage Working with Direct Efforts How Do Add a Participant n j Colorado Daparimeni Office of Behavioral Health ol Huron Services j people uh balp pecple Pi lot Direct d Participant 1 Click here to add a Edit Participant new participant Enter Effort Add Edit Groups Enter Group Effort Summary of Direct Services Report All Direct Services Report Universal Aggregate Outcomes Youth NOMSs Report Safe Driving Measure Report Manage Review Work Edit Work Add Participant User Hint Fields that are yellow or have an next to them are required 2 Enter participant information 3 Enroll in Program check box 15 selected by default and user should uncheck this box Fill in Program Start Date User Hint The date entered must be Click to add prior to the first date of contact participant New To Do List Enter Search Tem dd Participant Resolve Potential Duplicates You are attempting to add a new Participant User Hint If a similar participant is already enrolled in the 6 program you may get this Click here if you are warning enrolling a new participant Potential matches were found based on the following data points First Name Katrina Last Name Fake DOB 01 06 1983 p 2 Add as New Go Back S AL There are potential matches for this new Participant a
33. nter Date of Contact Start Enter Date of Contact End optional This filter will be ignored because no value has been Enter Recorded Date Start optional This filter will be ignored because no value has been 5 Enter Recorded Date End optional This filter will be ignored because no value has been 8 Enter a date range again for the report User Hint For the reports that have to Enter Date of Contact Start essentially be pulled twice because of the IE security issue it is recommended that you first enter a very short date range so it runs quickly and then enter the actual dates the second time around 3 Information Select or type the values you want to return to reports for each prompt displayed here 9 Click Run Query 41 Enter Recorded Date Start Optiona Enter Recorded Date End Optional Enter Date of Contact Start Optional Enter Date of Contact End Optional Prog ram Hante Case Number 53028 Filat 53509 Pilot Filat Pilot Click on the Document link on the top left of the page then select Save report to my computer as and specify Excel 3906 3901 Ethnicity DBH White or Caucasian Hot of Hispanic Latino or Spanish origin White of Caucasian Of Hispanic Latino or Spanish origin Black or African American of Hispanic Latino or Spanish origin Not of Hispanic Latino or Spanish
34. ographics Report ME Enter Outcome Data Assessments Youth NOMs Report Driving Measure Report Review Work 1 Click here to edit your work View Quarterly Narrative Report 29 2 You have two options for finding the effort My Favorit My Dashboard i Favorites you would like to edit Enter Search Edit My Efforts 1 Select Date for the Recorded Effort Enter the date the effort occurred not the date the Select Date for the Recorded Effort 4 2012 effort was entered Note This is the only Search by Participant oe option for editing a Universal Aggregate Select a Participant effort 200001 Fake 2 Search by Participant Enter the A Fake participant s name or partial last name to Adult Fake Fake Fake search by participant You can also leave this Fake Testi ae pe ee 4 field blank to view all participants Participant Fakg Participant Fake Click on the name 9 Process Fake LO Reyes 4562 of the participant 3 11 Sister Fake to review any of 12 Test Fake y Click here to ces UT their efforts Submit Co J th On 4 LO mJ e My Favorites Dashboard fener Seach Teme lot TOV Edit My Efforts When searching by date you 27 m will see any Participant Direct Search by Participant and Universal Aggregate services recorded for the date you specify Jarticipant Point of Service Elements
35. roblem ID and Referral Oth Problem ID and Referral Stude Supplemental Notes 6 x Training Click Submit Ta Milo ration Coal to record User Hint Remember to reference your ETO Data Entry Matrix when selecting the outcome activity 17 7 Fill in effort DNE information Record Multiple Participant Efforts User Hints Contact Location Method where the effort took place Group Fake Group Contact Location Method Select eidem ae aa regne eremum Date of Contact Date the effort took place Date of Next Contact Month Day Year Ne IOM Classification Reference E IOM Classification Select your ETO Data Entry Matrix AM Alternative Activities Community Drop In Centers to determine which IOM Im Time Spent on Contact 7 minutes SETHI Os O Time Spent In minutes Group Members Last Value i New Value Sele p specify the time the group 200001 Fake spent on the effort ionis id No values have been set Remember all yellow fields Yes are required 8 Check the New Value box next to each participant to record an effort for all participants SAVE amp RECORD SIMILAR EFFORT that attended If a participant did not attend leave this box unchecked User Hint If a Point of Service does 9 Click Record Effort
36. shed About OBH Welcome to the new OBH 9 26 2014 8 00 AM portal site Tithe Location There are no items to show in this view of the Calendar list About PEP 4 Previous Subscribe to our Announcements Click on the ETO link by Email Resources EN Recently Updated Documents PEP ETO Documents k PPD E SAPT Block Grant El ETO User Manual s 15 vx Me Talk with your kids dte Priory OBH Survey Mailing summary Sep 15 Initiatives iis about the dangers 44 Drivi of teen drinking Document Libraries 2013 14 nang UTE Report one Sep 04 d Interpretation Guide PEP ETO Br 2013 14 Youth NOMs Report one Sep 04 PEP ETO Secure Interpretation Guide Bn 2013 14 Youth ons Aug 29 OBH NOMs Aggregate Colorado Certified Prevention Specialist 1 55 OBH Documents Professionalizing prevention Name Modified Madified By There are no documents in this view welcome to software User Hint Username Support Please do not use this link This link connects you to Social Fare a Solutions technical support E Instead contact your PEP TA F Consultant News Ey m Social Solutions is Hiring Check out the careers page on aur website to learn more 15 a much needed explanation of performance agement from Child Trends Performance Management Agot Your Password Enter your Username and Where are you Password and click
37. show the date parameters ne art Optional Enter Date Taken End Optional used to pull report data In this example dates Enter Recorded Date Start tional ofa mo xu d a were specified so all program data was included Program Assessment Name Local Client ID Case Number Recorded By Date Taken DOB Gender Safe Driving Measure Post 53509 Pilot Salmon Jeremiah TI6H1 01 01 10 Female Safe Driving Measure Pre 53509 Pilot Salmon Jeremiah 7 4 11 01 01 10 Female Safe Driving Measure Pre 57028 Pilot 9 41 01 06 73 Male Safe Driving Measure Pre 107085 57562 Pilot Trani Brett 8 1 11 07 09 93 Female 44 How Do View My Quarterly Narrative Report Tips for Success e Completed Quarterly Narrative Reports can also be viewed using the Complete Edit Quarterly Narrative Report tab e f you would like to export the report take the following steps outlined in this section Colo ado Deparimeni Office of Behavioral Health uman Services B people who balp pecple Pi lot Direct Add Participant Dismiss Participant Edit Participant Enter Effort Add Edit Groups Enter Group Effort Summary of Direct Services Report All Direct Services Report Altendance Demographics Report NEW Universal Aggregate Enter Effort Outcomes Manage Review Work Edit Work Complete Edit Quarterly Narrative Repo 1 Click to View Quarterly Narrative R
38. t the site level LE EE SI 1 Sandra Fake Currently Enrolled To Do List MF My Dashboard Ete Seach Tem 7 Select which option you would like to next Participant Efforts Participant Assessment Add Referral 10 How Enter an Effort for a Single Participant F Cojo ado Department Office of Behavioral Health C people uh balp poeple Pilot Direct Universal Aggregate Add Participant Dismiss Participant 1 l en Click here to enter an effort for a single participant Enter Effort Add Edit Groups Enter Group Effort Summary of Direct Services Report All Direct Services Report Attendance Demographics Report NEV Enter Effort summary of Universal Aggregate Services Report All Universal Aggregate Services Report Attendance Demographics Report NE Enter Outcome Data Assessments Youth NOMSs Report safe Driving Measure Report Review Work Edit Work Complete Edit Quarterly Narrative Report View Quarterly Narrative Report 11 To Do List 2 Search for the participant by partial last name case Search for Harticipants in Pilot by partial Last Name SSN or Case number or leave this field blank and click Go to Include Dismissed Participants i lts iM E ISM a PC Pees ri In resu view all participants To see all Participants leave the box empty 2 200001 Fake gt Adult Fake Fake Fake Fake Testi 3 D Participant Fak
39. ter the date the assessment was completed here Assessment Select i User Hint TEE ENE E Please note that this is the date the participant took the assessment not the date you are entering the assessment Section A Local Client ID 6 digits 7 Enter your 6 digit client ID here This number tracks the participant s pre and post surveys Program Name Pilot DOB 01 06 1973 User Hints Gender Demographic information will automatically be populated based on the Male participant information that was entered when the participant was Ethnicity p added isi STi iti peter tin lr If the participant did not answer a question on paper do not enter a Race response to that question in ETO Other If you need to remove a section double click on it Have you ever done the following rE ood harrn one or more drinks of an alcoholic beverage Lundka whiskey gin etc any other beverage with alcohol De purposes Yes Enter the responses from the paper version of No the survey 25 Have you ever done the following Had one or more drinks of an alcoholic beverage for example beer wine malt beverages wine coolers hard liquor vodka whiskey gin etc or any other beverage with alcohol Do not include sips from another person s drink or sips for religious or ceremonial purposes
40. tive Activities Indicated Alternative Activities Selective Alternative Activities Universal Direct Alternative Activities Universal Indirect b based Process Indicated ity based Process Selective Community based Process Universal Direct Community based Process Universal Indirect Education Indicated 2 Education Selective Education Universal Direct Select a Point of Service to Education Universal Indirect Environmental Indicated Environmental Selective record and complete effort Environmental Universal Direct Environmental Universal Indirect information Information Dissemination Indicated Information Dissemination Selective Information Dissemination Universal Direct Information Dissemination Universal Indirect Problem ID and Referral Indicated New To Do List Enter Search Term s Record Program Efforts 3 Fill in effort information cd User Hint All yellow Program boxes are required Contact Location Method Date of Contact Date of Next Contact El Alternative Activities Effort Name E Location Mame 2 30 90 User Hints Reference the ETO Data Entry Matrix when entering EQ Effort Name EQ of Exposures Sessions must be match the ETO Completed served Gender Male initial Value EE 220 7 served Gender Transgender Data Entry Matrix effort name
41. vices Report Universal Aggregate Services Report Attendance Demographics Report NE Outcomes Enter Outcome Data Assessments Youth NOMs Report Safe Driving Measure Report The link will open a new browser window Make sure no pop up blocker Manage Review Work prevents the window from opening Edit Work Complete Edit Quarterly Narrative Report View Quarterly Narrative Report 38 Enter date of contact Start optional This filter wil be ignored because no value has been selected Enter date of contact End optional This filter will be ignored because no value has been selected Enter date recorded Start optional This filter will be ignored because no value has been selected Enter date recorded End optional This filter will be ignored because no value has been selected 2 Bent County Safe Youth Coalition Disabled Move a program name into the Select program s box Boulder County Healthy Youth Alliance i Burlington School District RE 6J Disabled Single click on a program name then the gt arrow Chaffee County DHHS BG 5 Chaffee County DHHS LEAF Double click on a program name Chaffee County DHHS PDD E User Hints If you have access to multiple programs you can select more than one program to be included in your report To remove a program name Single click on a program name then the lt arrow OR Select or type the values you want to return to reports for each prompt displayed

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