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Step | Task | Knowledge Base Article |
|---|---|---|
1 | Add your Administrator Users to your site so that all members of your implementation team have full access. | https://sharevision.atlassian.net/wiki/spaces/SVKB/pages/45257416/Adding+a+New+User?src=search |
2 | Create new Programs and Residences for all of your organization’s services. | |
3 | Add your supported Individuals | |
4 | Determine if a bulk data import would be useful in populating your site | |
5 | Visit Configure Portal Settings on the Site Administration to begin to re-name and re-order your Site’s Pages and PageParts to match your naming conventions and desired layout. | |
6 | Create the Lists you require to capture the necessary information your organization will be storing on your ShareVision Site. | Portals, Pages and Page Parts: Creating, Editing and Deleting https://sharevision.atlassian.net/wiki/spaces/SVKB/pages/44061664 |
7 | Decide where these Lists should be displayed on the front-end, and begin creating new Pages and/or PageParts to do so. | Portals, Pages and Page Parts: Creating, Editing and Deleting https://sharevision.atlassian.net/wiki/spaces/SVKB/pages/44061664 |
8 | Begin to establish your Site’s permissions, starting with your Programs and Residences. | |
9 | Establish permissions for your supported Individuals. | |
10 | Begin to consider your Reporting needs. |
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Support can be accessed once your in-person training session with a Product Expert has been completed. Your ShareVision subscription includes unlimited technical support to your Primary ShareVision Administrator. This is a valuable resource.
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#0 Pre-Training Session - Check Training Module log-ins Y/N
Name: Online Training
#1 Final Session Y/N
Name: In-Person Handoff
#2 Post-Training, Getting Started: ADMINS - User Audit; User Logins - Indv + Programs + Security GRPs Y/N
This will likely be where most new clients are for a long period of time - this is the group we target for billed “onboarding sessions” going over important and practical topics. Similar to getting more but more focused on early stage implementation; sign up sheet, held 2 times per month. Billed at an hour each attendance.
Name: Admin Site Set-up
#3 Site Users - Evaluate site activity - # of active users, logins and entries, is there a threshold? Y/N Are the staff using their Site yet?
reminder - Template of “going live”
Name: Site Adoption
#4 Fully Live - they’ve done as much as they can to go live and implement their site; maybe low frequency touchpoints for accounts in #5 during the first 12 months - useful tips, getting more invites, Yvonne personal outreach (she was interested in this - reaching out to clients using the PE queue to see if they had any custom work requests pending)
Name: Site Fully Live