Table of Contents
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Overview
ShareVision forms were created by us and therefore cannot be deleted. Editing ShareVision Forms and the fields within is limited; forms or fields that are integral to the data structure cannot be changed.
User Forms are forms that are added by you. User forms can be deleted and all fields can edited. There are no user forms on your site until you add your first form.
ShareVision Forms in Detail
Agency Announcements
Form Type: Announcements
Purpose: Used for notifications that are of a limited duration.
ShareVision Usage: Home Portal landing page - News
Editing details:
Announcements form type has limited field options
Title field cannot be removed
Body field can be switched from Rich Text to Multi Line Text but any existing data will be lost
Expires field can be removed. However it is not recommended if you want to set items to expire when they reach a date. (Configurable in page part settings - Additional Filter Fields)
Case Notes
Form Type: List
Purpose: To track how time was spent with client.
ShareVision Usage: Client Portal Quick Start, Case Notes found under the heading of Forms.
Editing details:
Client field cannot be removed
All other fields can be edited
Additional fields can be added
Add Form to Portal: feature is enabled (invoking this features guides you through the steps which are also explained in Add Form to Portal article).
Client Intake Information
Form Type: List
Purpose: To capture client's unique information such as date of birth, gender, language and base line information. Integral to “Add client” form chain.
ShareVision Usage:
Client Portal, Client Details Pages - Client Intake Information
Add client form chain
Editing details:
Client field cannot be removed
All other fields can be edited or removed
Additional fields can be added as required by your agency
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The Client Intake Information page part displays Date of Birth, Language Spoken, Health Concerns, Important Information. If you remove or rename any of these fields you must also update the Client Intake Information page part. |
Contact Information
Form Type: List with form version
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Form version allows for fields to be added to all form versions and unique fields to be added to a specific form version. i.e. Email is added to all form versions, but Professional Type is only added to the form version - Professionals. |
Purpose: Tracks basic information about all contacts entered into the system. There is a form version for each type of contact: clients, professionals, and general contacts. Integral to “Add client” form chain.
ShareVision Usage:
Client Portal lists clients and related Client Contact Info on their details page, and their Contacts in the Quick Start.
Contacts Portal lists General and Professional Contacts and their related information.
Integral to “Add client” form chain.
Editing details:
Fields added by ShareVision cannot be removed
When form version exists, editing requires that you select a form version as the first step
Once a version is selected, choice fields for that version can be edited and new fields can be added to the selected version
Fields added to a selected version then become available to be added to other form versions. Available fields are listed under Other Fields.
Contact Relationships
Form Type: List
Purpose: Relates Clients to other people: General Contacts, Professionals and Clients
ShareVision Usage:
Add new relationship found in Clients Portal, Contacts under the heading of Information
Editing details:
Client, Relationship and Contact fields cannot be removed
Relationships can be updated to have more or different choices
Removing or editing choices will affect existing data. Adding new choices is okay
Global Forms Fields
Form Type: List
Purpose: Makes commonly used fields quick and easy to add for a form. Fields added to this form become "ShareVision Fields" and can be added to other forms.
ShareVision Usage: New form development
Editing details:
None of the fields added by ShareVision can be edited or removed
New fields can be added, these fields will become available for use in other forms.
Goal Progress
Form Type: List
Purpose: Integral to a ShareVision Feature. Used in the Goals and Progress Feature to track progress against a goal. Feature must be turned on in Application Settings, General tab
ShareVision Usage: Once the feature is turned on, the Goals and Progress page is exposed in the Client Portal, Quick Start menu under the heading of Forms, with the label "Goals and Progress".
Editing details:
For full details go to Goals and Progress editing
Fields cannot be deleted
Progress Rating field can be edited to change and add choices
New fields can be added
Goals
Form Type: List
Purpose: Integral to a ShareVision Feature. Used in the Goals and Progress Feature to track goals and progress against goals. Feature must be turned on in Application Settings, General tab.
ShareVision Usage: Once the feature is turned on, the Goals and Progress page is exposed in the Client Portal, Quick Start menu under the heading of Forms, with the label "Goals and Progress".
Editing details:
For full details go to Goals and Progress editing
Fields cannot be deleted
Goal Type and Initiated by choices can be updated
Memos
Form Type: Announcements with form version
Purpose: Used for clients and services for short term notifications.
ShareVision Usage: Found on Clients and Services Details pages. Can be set to stop displaying by configuring the expiry date.
Editing details:
When form version exists, editing requires that you select a form version as the first step
Announcements form type has limited field options
Title field cannot be removed
Body field can be switched from Rich Text to Multi Line Text but any existing data will be lost
Expires field can be removed. However it is not recommended if you want to set items to expire when they reach a date. (Configurable in page part settings - Additional Filter Fields)
People
Form Type: List
Purpose: Integral to the data structure throughout ShareVision. Contains the names of all clients, professionals and general contacts.
ShareVision Usage: In all places that use the name of a person.
Editing details:
No editing allowed
Service History
Form Type: List
Purpose: Integral to the data structure throughout ShareVision to do with client movement in and out of services using the form chain structure that is a part of ShareVision. Contains a record for each time a client has been referred to or entered into a service.
ShareVision Usage:
Client Portal: Add Client; Add Client to Service, Exit Client from Service
Services Portal: Add Client to Service, Exit Client from Service
Service History: Found in both Client and Service Quick Start
Editing details:
Fields added by ShareVision cannot be removed
Fields can be added
Services
Form Type: List
Purpose: Integral to the data structure throughout ShareVision. Is the master list of all services.
ShareVision Usage:
Services Portal, Services listing
Client Details Page - Services
Editing details:
Fields added by ShareVision cannot be removed
Fields can be added
Support Requests
Form Type: List
Purpose: Integral to a ShareVision Feature, to manage support requests from your staff.
ShareVision Usage:
Staff can fill in requests from "Add View Support Requests" icon found on the top right of every page
Site Administrators can review / respond to requests from Administration Portal
Notifications alert users of support requests (Managed in Site Settings, Notification)
Editing Details:
Fields added by ShareVision cannot be removed
Fields can be added