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FUEL ETO HOMPAGE Tools to run your FUEL program

FUEL ETO HOMPAGE Tools to run your FUEL program. Yiming shuang Manager of Program Services. Index. What is ETO? How to log in/out of ETO? How do I use ETO? My ETO Homepage How do I open report/statement? How to view? How to download/print? Family Statement Savings and Tracking Report

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FUEL ETO HOMPAGE Tools to run your FUEL program

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  1. FUEL ETO HOMPAGETools to run your FUEL program Yiming shuang Manager of Program Services

  2. Index • What is ETO? • How to log in/out of ETO? • How do I use ETO? • My ETO Homepage • How do I open report/statement? • How to view? • How to download/print? • Family Statement • Savings and Tracking Report • Overview • Details • Sign-in sheet • My ETO memo

  3. What is ETO? • Online database software created by Social Solutions • Help organizations track their program efforts and present the outcomes • Successful organization cases: BCNC, Sociedad Latina, Roca…etc. • FUEL uses ETO to • Customize FUEL program administration homepage for each partner • Collect data: basic demographic, savings, attendance, pre/post survey • Produce program summary report and individual family statement

  4. How to log in/out of ETO? ONLY open in Internet Explorer!!! Log into: https://secure.etosoftware.com/Login.aspx?ETO=fuel Username: partnerviewer@example.com Password: ******** Security: will ONLY access to your own program. Won’t see data from other program! Don’t forget to LOG OFF!!!

  5. How do I use ETO? • Once you log in, look for HOME PAGE on your top right • You will be able to see the home page of your program: • Monthly Savings Circle checklist • Other programming tools • Report and statement

  6. Left Panel

  7. Right Panel

  8. How do I open the report? Remember to refresh when you log in by checking TODAY!

  9. How to view? Once you enter in the report, click VIEW on the upper left side and check PDF mode.

  10. How to download/print? You can either print or save the statement directly from the database

  11. Family Statement • Question about Savings? • Metro: contact your bank representative • 529: call 800-544-2776 • Question about Attendance? • Review the sign-in sheet. If the data was incorrect, send the updated info to Yiming • Good Standing? • Check if families are on track with monthlysavings and meet annual minimum of attendance. If not we suggest a follow up to remind families to get back on track in order to receive the match and be eligible for the compacts. Savings goal: minimum savings rate*months since family enrolled in the program Last date of savings record received

  12. Attendance and Savings Tracking Report • Overview • Number of participants • Total amount saved • Graduation year breakdown • Attendance of past meetings • Future SC planning

  13. Attendance and Savings Tracking Report • Participation Details (savings and attendance detail of each family) • Attended: number of meetings family has attended • Offered: number of meetings hosted since family was enrolled • Attendance rate: attendance/offered • Savings goal: savings rate*months that family has been in the program • Incomplete assessment: list of parents who have not completed assessment

  14. Attendance and Savings Tracking Report Sign-in sheet

  15. Am I all set for ETO? • ______________ will have access to our FUEL ETO page. • Our password is_______________. • _______________ will be tracking attendance and send/fax to FUEL on ______________. • We have checked the layout of statement and given FUEL the approval to build it for each participant. If we encounter any question from our participants, we will share the feedback with FUEL to improve the report. • We know how to download the report directly from ETO. If we have technical difficulty to download report and need to ask FUEL to send us the report, we need to give them notice for at least three days in advance.

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