Table of Contents
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Overview
This knowledge base article provides you with everything you need to know about Pages on your ShareVision site.
‼️ Important Information about Pages
This knowledge base article provides specific information about Pages on your ShareVision site. It is important to note, however, that every page must have at least one Page Part. If a Page does not have a Page Part and the Page is viewed on your site, the page will display a warning message.
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We recommend reviewing the Page Part knowledge base article after you have reviewed this article. |
\uD83D\uDCD8 Instructions
How to Access the Page Settings
Once you have developed a plan for your ShareVision site and have set up the forms, documents and calendars that you will need on your site, you are ready to start setting up your pages.
Login to ShareVision with a user account that has Site Administrator permissions.
Select (click on) your name in the upper right-hand corner
Select Site Administration on the menu that appears
The Site Administration Home page will be displayed. Select Portal Settings in the Site Settings section:
The existing portals on your ShareVision site will appear on the Portal Settings page.
Pages are added to portals. You will need to select the portal that you would like to add a page to. In this example, we will add a page to the Clients portal.
How to Add a New Page to a Portal
When a portal is selected, the Add page button will be displayed in the upper right corner of Portal Settings for the selected portal.
Select Add page.
Enter a Name for the page.
Select Create Page.
The page will be created. Once created, a Page Created message will appear in the bottom right corner.
New pages are added under the portal’s system heading. Please refer to the System Headings section of the Quick Start Menu Headings article for more details.
The page name is also listed at the top of the page settings.
Advanced Section: Adding a Page with a Custom URL
On your ShareVision site, you can add a page that is a hyperlink to another page on your site or to a website. When a portal is selected, the Add page button will be displayed in the upper right corner of Portal Settings for the selected portal.
Select Add page.
Enter a Name for the page.
Enter or paste the URL for the page on your ShareVision site or the website you would like to create a link to in the Custom URL field.
Next, select if when the user selects the page in the Quick Start menu, if the link should open on a new tab or on the same tab.
If you would like to hide this page, you can check the Hidden box.
Select the Create Page button.
A Page Created message will appear in the bottom right.
New pages are added under the portal’s system heading. Please refer to the System Headings section of the Quick Start Menu Headings article for more details.
The page name is also listed at the top of the page settings.
Pages that have been setup with a Custom URL have a different page icon in Portal Settings:
Custom URL pages do not have the option to add a Page Part to the page.
How to Edit an Existing Page to a Portal
Existing pages on your site can be edited.
Select the portal where the page you would like to edit is located.
Select the page you would like to edit.
The page settings will load for the selected page.
Page Settings
Whether your you are adding a new page or editing an existing one, you will need to be familiar with the Page Settings.
When a page in a portal is selected, the page settings will be displayed. Page settings for the selected page are located on the right side of the Portal Settings:
Buttons to add items to your site or to the portal. You can: Create Portal on your site or Add Heading or Page to the portal or add a Page Part to the page.
View Page and ID links: Selecting either the View Page or ID link will open this Page in a new tab allowing you to view it.
Page Name: You can change the name of the page here.
Accessible on settings: See below for more details.
Hidden: If the check box is checked, the page will be hidden and no users will be able to access it. Note: If you are setting up a new page and it is not ready for your users yet or if you have added a new page and have not yet added any page parts to it, setting the page to hidden is recommended.
Page Permissions: See below for more details.
Listing Portal Page Settings: See below for more details. Note: This section will only be displayed for the Listing Portals on your site: Clients and Services. Refer to Portal Types in the Portals article for more information about listing portals.
Delete page: See below for more details.
Save Page: See below for more details.
System Messages on Pages
On some pages, we have added information about the page. This information provides details about the page. For instance, some pages cannot be deleted, however, they can be hidden.
Accessible on
You can access your ShareVision site on cell phones, tablets and computers. As a Site Administrator, using the Accessible on settings, you set which type of devices users can use to access the Page.
If the checkbox below the device is checked, then the Page can be accessed on the device. When unchecked, the Page will not appear in the Quick Start menu if your ShareVision site is accessed on that type of device.
Remember to save the page.
Permissions
You will set which roles can access the page in the Permissions area.
Roles listed on the left with the red background cannot access the portal. Roles listed on the right with the green background can access the portal.
To provide all roles with permissions to the Portal, select the double arrow in the header of the Do Not Have Access box.
All roles listed in the Do Not Have Access box will be moved to the Have Access box.
To provide access to only one or some roles, select the role(s) you would like to provide permissions to and then select the single arrow in the header of the Do Not Have Access box. Note: You can select more than one group by pressing the CTRL key and selecting the groups you would like to provide access to.
The selected role(s) will be moved to the Have Access box.
To remove access to the portal from all roles, select the double arrow in the header of the Have Access box.
All roles listed in the Have Access box will be moved to the Do Not Have Access box.
To remove access from only one or some groups, select the group(s) you would like to remove access from and then select the single arrow in the header of the Have Access box.
Note: You can select more than one group by pressing the CTRL key and selecting the groups you would like to remove access from.
The selected role(s) will be moved to the Do Not Have Access box.
Remember to save the page.
Listing Portal Page Settings
There are two listing portals on your ShareVision site: Clients and Services. When any of these portals are selected, these portals will display a list of client or service names. When a name is selected, the details for the selected name (client or service) will be displayed.
The Listing Portal Page Settings are displayed for listing portals only. These settings allow you to show or hide a page in the Quick Start menu depending on the Client or Service. The Listing Portal Page Settings are different for the Clients and Services portals.
Listing Portal Page Settings: Clients
On the Clients portal, there are 4 options for the Listing Portal Page Settings:
Show for selected Clients: If your organization needs to track information for only some of your Clients, you can use this setting to display this page in the Quick Start menu for only those clients.
For example, you many need to record a daily risk assessment for some of your clients. By enabling this setting and then selecting which clients require that a daily risk assessment is completed, the page will only be displayed for the clients entered in the clients field that appears when this setting is enabled.Do not show for selected Clients: If, however, your organization needs to track information for most, but not all, of your clients, you can use this setting to hide this page in the Quick Start menu for the clients that do not need to have this information tracked.
For example, your site may have a form to track each client’s medications. If there are clients that have not been presscribed any medications, you can select this setting and then select which clients that are not taking medications. The page will be displayed for all clients except those selected in the clients field that appears when this setting is enabled.Show for selected Services: Your organization may need to track information for Clients registered in a Service. You can use this setting to display this page in the Quick Start menu for any client that is registered in the specified service(s). Note: More than one service can be selected. Note: More than one service can be selected.
For example, for any client living in a group home, your organization may need to track each client’s weight once per week. By selecting the group homes listed in the field, the form will only appear for clients that are registered in the group homes.Do not show for selected Services: Alternatively, there may be information that does not need to be tracked for clients thar are registered in one or more specified services. Note: More than one service can be selected.
For example, your site may have a form to track the food and fluid intake of each client. However, the food fluid intake only needs to be tracked for clients living in group homes. Your organization will not need to track this information for clients that only attend Lifeskills and/or the Online Book Club. By enabling this setting and selecting both Lifeskills and Online Book Club, the food fluid intake page will not be displayed for the clients who are registered in the selected service(s).
Listing Portal Page Settings: Services
On the Services portal, there are 2 options for the Listing Portal Page Settings:
Show for selected Services: Your organization may need to track information for one or more Service(s) but not for all Services. You can use this setting to display the page in the Quick Start menu for any service where this information needs to be collected. Note: More than one service can be selected.
For example, your organization may have two group homes and the smoke alarms need to be tested monthly in each home. You can add a page to the Services portal to track the monthly smoke alarm testing. By enabling this setting and then selecting both group homes in the Services field that appears, the page will only be displayed for the two group homes.
Do not show for selected Services: Alternatively, there may be information that needs to be tracked for most, but not all, services.
For example, all services in your organization may need to complete a monthly emergency response drill. There may be one service that is only offered online and this service does not need to do a monthly emergency response drill. You can add a page to the Services portal to track the monthly emergency response drills. By enabling this setting and then selecting the online program in the Services field that appears, the monthly emergency response drill page will be displayed for all Services except the one that is offered online.
After you have configured the page settings, remember to save the page.
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For both the Clients and Services portals, if no Listing Portal Page Settings are configured, the page will be displayed for all Clients or all Services. |
Saving a Page
To save the changes, scroll down on the Page settings (right-hand sizeside) and select Save Page.
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If you navigate away from the Page Settings without first selecting the Save Page button, the changes will not be saved. |
Deleting a Page
While most pages on your site can be deleted, system pages cannot. System pages will have a message at the top of the page settings and these pages do not have a Delete Page button.
When a page is deleted, all page parts on the page are deleted at the same time. Deleted pages including the page parts on the deleted page will be moved to the Recycle Bin.
To delete a page, select the page on a portal you would like to delete
On the right side of the page settings, scroll down and select Delete page
A window will appear asking you to confirm the deletion. All page parts that will be deleted when the page is deleted will be listed.
Select OK to confirm the deletion and the page and page parts will be deleted. To cancel the deletion, select cancel. If you select OK, the page will be deleted and a Page Deleted message will appear in the bottom right of the portal settings.
