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Administrator View

An administrator view of a library that doesn’t filter records by Individual, program or residence. Library views can be created and modified by administrators; filter page views cannot. All Documents is the default, unfiltered document library view. All Items is the default, unfiltered  list view. Acess a library view by opening it from the All Site Content page.

All Items

A list view displaying all records created for all Individuals, all programs or all residences. Document libraries have an All Documents view.

All Site Content

An index of all your site's lists and libraries. All Site Content is accessed through the Site Actions menu in the ShareVision Website Header. Consequently, it is only available to Administrators who can see the Site Actions menu.

See the All Site Content page for more information.

Asset Management

List that stores agency, facility, or client assets, depending on the Details page it is associated with. For example, the Asset Management list on the Individual Details page tracks an Individual’s possessions. This list tracks asset type, purchase date and price, warranty, and more. Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

Attendance

List that tracks a program’s attendees and their participation. Found on Program Details links navigation bar.

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Column

A field in a list or library. List/library columns are created directly within a list or library. They cannot be transferred or used elsewhere. Site columns are column templates created and stored at the site level for use in multiple lists and libraries. There are many column types including date and time columns, calculated columns, text columns, etc. See List/Library Settings – Columns.

Content Types

Content types are usually related forms within a list or library. For example, the Incidents list has 3three content types: Critical Incidents/Serious Occurrences, Medical Incidents, and Staff Accident/Injury Report. Related forms have some fields in common and some unique fields. Sometimes content types are related by function rather than by topic. Document libraries, for instance, often have 2two content types: New Document; and New Folder.

Create: New Contact         

Link on the Contacts Tab navigation bar that launches a help wizard to guide users through adding a new person to their site.

Details links

Details links are the navigation bars for the Individual, Program, or Residence Details pages.

Document Libraries

Document libraries store related documents. For example, the document library Health and Safety Meeting Minutes is a place to store minutes documented for health and safety meetings. Each library contains its own set of documents that may be organized further into folders. All document libraries are stored in the Document Library section of the All Site Content page. Each link in this section is a separate library.

Document Library Toolbar

The full Document Library Toolbar appears in all document library views that are not filter page views.

Document libraries with a filtered view display a limited version of the toolbar.

Document Library Toolbar Actions Menu

Document Library Toolbar New Menu

Document Library Toolbar Settings Menu

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Document Library Toolbar Upload Menu

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Emergency Response Drill

List that tracks response drills and their outcomes. Found on the both the Programs Details links and the Residence Details links navigation bars.

Employment Plan   

A checklist for preparing supported Individuals for employment. This list is found on the Individuals Details Links navigation bar.

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Fact Sheet Web Part

This Web part exposes key information found in an Individual's Fact Sheet. It is also commonly called Individual's Information. Your organization may use a different name that matches its terminology.

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Filter Page Views

A filtered view of a list showing only the records for one Individual, program, or residence. See List View.

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Get to Site Settings/Galleries

Site Actions>Site Settings>Galleries

Get to Site Settings/Look and Feel

Site Actions>Site Settings>Look and Feel

Get to Site Settings/Users and Permissions

Site Actions>Site Settings>Users and Permissions

Goals & Progress   

Link on the Individual Details Links navigation bar that shows an Individual’s active goals, goal details, and associated progress notes. Goals are stored in the Individuals Goals list. Progress notes are stored in the Individuals Goal Progress list.

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Health and Safety Meeting Minutes

A document library for storing health and safety meeting minutes and related documents or files.

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Individual Exit Checklist    

List that serves as a checklist for the process of discharging an Individual from service. Found on the Individual Details links navigation bar.

Individual Profile Web Part

This Web part displays contact information for a supported Individual. Photos uploaded to an Individual's profile will be displayed above their contact details. The View/Edit Full Profile link enables users to view the full profile and edit profile information. Some organizations choose to disable or remove this link.

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Individual's Information   

List that stores personal information about a supported Individual.  It is also commonly known as the Fact Sheet. Your organization may use a different title that matches its terminology. This list and the Individual’s profile together form the main source of a supported Individual’s personal details, often feeding information to reports and to other lists, such as the Missing Person’s Poster list, and displaying key information in high-visibility Web parts, like the Individuals Information box on the Individual's Details page. Found in the Individual Details links navigation bar.

Individual's Schedule

This Web part provides a quick summary of upcoming events for this Individual. To see the Individual's events on the calendar, click on My Schedule (Individual Details link).

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Individuals Web Part

This Web part displays Individuals assigned to a program or residence. Clicking on an Individual's name loads their Individuals Details page.

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Inheritance

By default, newly created lists and document libraries inherit security settings from a master list at the site level. See Site Permissions or Advanced Permissions. New lists and libraries pass their security settings down to the records they contain for Individuals, programs and residences. This default application of security settings is known as inheritance.

Item Toolbar for Documents

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Open a document to access this toolbar: Click View Properties in the dropdown Item Menu for Document Records.

Item Toolbar for List Records

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Open a record to access this toolbar: Click View Item in the dropdown Item Menu for List Records.

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Key Registry

List that stores information about signed-out keys associated with a program or residence. Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

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Library View

An administrator view of a library that doesn’t filter records by Individual, program or residence. Library views can be created and modified by administrators; filter page views cannot. All Documents is the default, unfiltered document library view. All Items is the default, unfiltered  list view. Access a library view by opening it from the All Site Content page.

Limited Access

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Limited Access is not a permission level itself. Limited Access only indicates that a user group has been activated at the unspecified list or list item its permissions will act on.

Links List

List storing links displayed in all Images and Links Bars. Found on the the All Site Content page, Lists section.

List Item

One record within a list. For example:, one program within the Programs and Residences list.