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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.

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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.

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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

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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.

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Document Library Toolbar Actions Menu

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Document Library Toolbar New Menu

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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 List and Document Library Settings/Columns

Site Actions > View All Site Content >  locate and open the list or document library > Open the List Toolbar Settings menu or  Document Library Toolbar Settings menu > select List Settings or Document Library Settings > Columns

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.

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).

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.

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

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

Item Toolbar for List Records

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

Item Menu for Document Folders

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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

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.

List Toolbar

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List Toolbar Actions Menu

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List Toolbar New Menu

List Toolbar Settings Menu

List View

An administrator view that doesn’t filter by Individual, program or residence. List views can be created and modified by administrators; filter page views cannot.

Lists

In ShareVision, electronic forms are called lists.

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Manager Forms

Link on the Managers site navigation bar that loads a page listing all lists (forms) and libraries on the Details pages. Access is password protected.

Medications 

List that stores medications used by a supported Individual.  Found on the Individual Details links navigation bar.

Missing Person Poster

List that displays information entered in the Individual Information list/Fact Sheet list. It includes physical descriptors and a photo of the supported Individual, if one has been added to their profile. This can be printed for use as a Missing Person's Poster. Found on the Individual Details links navigation bar.

Money

List that tracks petty cash expenses for a program or residence; the Money list on the Individual’s Details pages tracks an Individual's income. Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

My Alerts

Users can view and delete their existing alerts. Access this through the ShareVision Website Header, Welcome User menu, My Settings page. See the Alerts section for more information.

My Documents

Document library that stores documents pertaining to a supported Individual. Found on the Individual Details links navigation bar. 

My Regional Settings

Users can set their local time, date, and calendar preferences. Found in the Welcome User menu in the ShareVision Website Header. Regional Settings can also be set for your main ShareVision site.

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Participation Dates

List that provides a summary of an Individual's participation in programs they're enrolled in, their waitlist status, referral dates, start dates, exit date, etc. Participation Dates is accessed from the Programs Details page and from the Individual Details page.

People list

The People list contains the names and profile look-ups of all your contacts except staff. The Profile look-up column indicates the lookup list a contact will appear in based on their assigned profile type. The People list is found on theAll Site Content page, Lists section.

Picture Libraries

Picture libraries store images. Images within each picture library may be organized further into folders. All picture libraries are stored in the Picture Library section of the All Site Content page.

Printable Forms

Document library that stores electronic versions of forms that staff may access and print.

Profile Details Tabs

See Profile Details Tabs in the Contact Manager – Profiles.

Profile Type

In ShareVision, contacts are assigned a profile type, like Professional or Individual (as in supported Individual).

Profile Type Tab: All          

List of all agency contacts excluding staff. This tab is the Contact Manager home page. An alphabet directory helps users quickly locate contacts. Clicking on a contact's name loads the contact's Contact Manager - Profiles page.

Profile Type: General

This profile type is assigned to contacts who do not fit other profile types or to those who may be related to a supported Individual or other type of contact. The General profile type stores a person’s contact details, their active status, and other organizations they may be associated with.

Profile Type: Professionals

Identifies contacts who are professionals and stores their contact details and organizations they may be associated with, like hospitals, clinics, or businesses. 

Profiles List

The Profiles list stores a person’s contact details (except staff). Found on the All Site Content page, Lists section.

Program Documents

Document library that stores documents pertaining to a specific program. Found in the Program Details links.

Program Information/Residence Information

This Web part displays contact information for a program or residence. Photos uploaded to a program or residence will be displayed above the contact details.

Program Schedule

Calendar displaying events specific to a program. Found in the Program Details links. See the Program Schedule Web part on the Program/Residence Details pages.      

Programs List

A view of all programs entered in the Programs and Residences list. Found in the Program Details links.

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Residence Schedule

Calendar displaying events specific to a residence. Found in the Residence Details links. See the Residence Schedule Web part on the Program/Residence Details pages.      AnchorGLOSGLOS