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If you’re finding that you’re unsure of where to start, you can feel free to use the below as a guide for populating your Site.
Data Order
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 |
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.
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To give you an idea of what can be requested of the Product Expert Team, we’ve included a table below to act as a starting point.
Activity | Owner | Due date | Status | Notes | ||||
|---|---|---|---|---|---|---|---|---|
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Lists and Pages | ||||||||
Reports | ||||||||
Workflows and features | ||||||||
Training | ||||||||