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Once you’ve completed Training and have met with a Product Expert, this brings you to the first phase of your implementation: beginning to populating your Site with the necessary Services, Individuals, Lists, and Pages for your staff to complete their daily tasks.
Route 1 - Previous Site
Determine if a bulk data import would be useful in populating your site. If you have an existing site and can export information into Excel, we have a Data Migrator that allows you to load existing data. For the Data Migrator to be successful, you will need to be able to match the columns and content in Excel with the list settings for each target list. It’s possible to create staff logins and permissions, programs, individuals, etc. through this method. Data Import
Route 2 - No Previous Site
If you are not doing a bulk data import, creating your site will be a gradual process, and one that may take some consideration on where and how your data is stored on ShareVision.
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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 | 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. | |
5 | 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 |
6 | Decide where these Lists should be displayed on the front-end, and begin creating new Pages and/or PageParts to do so. | |
7 | Begin to establish your Site’s permissions, starting with your Programs and Residences. | |
8 | Establish permissions for your supported Individuals. | |
9 | Add individuals to programs | |
10 | Begin to consider your Reporting needs. | How to Request a New Report or an Edit of an Existing Report |
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