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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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