...
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. | Forms - Create a New Form with the Add New ShareVision Basic Form Template |
7 | Decide where these Lists should be displayed on the front-end, and begin creating new Pages and/or PageParts to do so. | |
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. | https://sharevision.atlassian.net/wiki/spaces/SVKB/pages/edit-v2/2042167344?draftShareId=0f126447-516d-4750-a80b-5e90733bcf2d&inEditorTemplatesPanel=auto_closed How to Request a New Report or an Edit of an Existing Report |
If the above tasks seem daunting with the bandwidth you have, remember, your billable hours can be used to help with some of the heavy lifting of creating Lists, Pages, and PageParts and importing data. If you and your team are finding you don’t have the bandwidth necessary to get your site off the ground in the timeframe you’d like, this is another opportunity to utilize your billable hours.
...
1. All at once: If you have a limited number of Users, and you feel confident in their technical know-how, you may feel comfortable introducing your Site in one unveiling. User profiles would have been created, permissions established, and all Services and Individuals populated. From here, your Site Users will be able to perform their necessary responsibilities on a day-to-day basis. Ongoing additions and configuration of your Site may be needed, but the core elements
2. By Department: It may be the case that introducing your Users is best done on a department by department basis. What can lead to a successful implementation is populating the necessary information for one of your Organization’s departments, say Homeshare, and introduce the Homeshare Staff to ShareVision first. This allows for greater flexibility in populating your Site, and establishing permissions. Additionally, you get the benefit of a limited roll-out which can act as a test environment before all employees have access.
3. Super User Group: This group should be comprised of end users who are keen about and skilled at using computers/technology. This Super User Group provides 2 benefits:
Early access to ShareVision by these users so that they get familiar with it and will be able to act as champions and resources as they onboard teams when they are going live.
Built in testers for feedback from the people who do the day to day work so that the SV Admins can adjust forms or flow in how ShareVision will be used before it is live. To do this Define a “subset” of your organization that you will focus on configuring the new site for.
Service(s)
Staff(s) working in those Service(s)
Individuals currently accessing those Service(s)
Forms and Processes necessary for those Individuals and Staff
Configure your new site for that Pilot group
Train those Staff on accessing and using the SV site. Go “Live” with this Pilot group
Gather feedback from them
Fully completing your ShareVision implementation will likely be an extended process, requiring gradual updates informed through feedback from your Staff and Admin Team. During this process, we encourage you to utilize the ShareVision Team to aid you in the process.
...