Table of Contents
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A

Accessibility Checklist

A checklist to ensure a facility meets accessibility requirements. Found on the Programs Details links and the Residence Details links navigation bars.

Steve W (Unlicensed): A list included in the ShareVision foundation site when first rolled out. Links may be setup on the Program Details Links and Residence Details Links lists for front-end users to access.

Administrator View

Accessed by Site Actions> View All Site Content and clicking on a library or list name, an administrator view of a list or library does not filter records by Individual, Program or Residence and can display all items on that library or list. Library views can be created and modified by administrators; filter-page views cannot. The 'All Documents' view is the default, unfiltered document library view; 'All Items' is the default, unfiltered list view.

All Items

A list view displaying all records created for all Individuals, all programs or all residences. Document libraries have an 'All Documents' view.

All Site Content

An index of all your site's lists and libraries. All Site Content is accessed through the Site Actions menu in the ShareVision Website Header. It is only available to Site Administrators who can access the Site Actions menu.

See the All Site Content page for more information.

Asset Management

List that stores agency, facility, or client assets, depending on the Details page it is associated with. For example, the Asset Management list on the Individual Details page tracks an Individual’s possessions. This list tracks asset type, purchase date and price, warranty, and more. May be found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

Steve W (Unlicensed): A list included in the ShareVision foundation site when first rolled out. May be found on the Programs Details links, the Residence Details links, and Individual Details links of the QuickStart/QuickLaunch.

Attendance

List that tracks a program’s attendees and their participation. Found on Program Details links navigation bar.

Steve W (Unlicensed): A list included in the ShareVision foundation site when first rolled out which enables functionality to take a daily attendance of Individuals participating within a Program.

B

Board Site

The optional Board Site is a ShareVision sub-site with its own settings and administrator functions. It can have its own unique permissions. It is a designated space for online meeting and collaboration of active Board members.

Breadcrumbs

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C

Column

A field in a list or library (which are displayed to users in forms). List/library columns are created directly within a list or library and cannot be used elsewhere. Site columns are column templates created and stored at the site level for use in multiple lists and libraries. There are many column types including date and time columns, calculated columns, text columns, etc. See List/Library Settings – Columns.

Compliance Documents    

 A document library to store compliance documentation.

Contacts (Individual Details Link)

Contact Manager

A set of tools/pages to manage contacts for Individuals or the agency. Allows for searching existing contacts or organizations and, optionally, adding new contacts or managing relationships.   

Content Types

Content types are forms of a list or library. For example, the Incidents list has three (3) content types: Critical Incidents/Serious Occurrences, Medical Incidents, and Staff Accident/Injury Report. Content Types of the same list or library can have columns in common and columns unique to a content type.

Create a Content Type

New content types are created from site content types.

Create: New Contact         

v3-v3.5 link on the Contacts Tab navigation bar that launches a help wizard to guide users through adding a new person to their site.

Details Links

Text hyperlinks to related pages and are found on the navigation bars for the Individual, Program, or Residence Details pages.

Discussion Boards

Displays and functionality for threaded communication posts between users. Visit the Create page to create a new Discussion Board.

Document Libraries

Repository, similar to a filing structure, of related documents. Libraries can have descending levels of subfolders to organize documents/files. All document libraries are stored in the Document Library section of the All Site Content page.

Document Library Toolbar

The full Document Library Toolbar appears in all document library views. A toolbar will not appear in filter-page views.

Document Library Toolbar Actions Menu

Document Library Toolbar New Menu

Document Library Toolbar Settings Menu

Document Library Toolbar Upload Menu

Steve W (Unlicensed)→ nuke all these toolbar visuals????

E

Email Alert Manager

Optional functionality that can be installed on a ShareVision site to better control/manage notifications sent to personnel based on changes to lists on the ShareVision site (e.g., supervisors need to know when a Critical Incident is added or updated).

Emergency Response Drill

List that tracks response drills and their outcomes. Found on the both the Programs Details links and the Residence Details links navigation bars.

Employee Information

List that stores employee profiles. Found on the All Site Content page, Lists section, and on the HR tab. Note: v3.7 - this list is named Profiles - Users.

Employment Plan   

A list for preparing supported Individuals for employment. This list is found on the Individuals Details Links navigation bar.

F

Fact Sheet Web Part

This Web part displays key data found in an Individual's Fact Sheet. It is also commonly called Individual's Information. Your organization may use a different name that matches its terminology.

Find: Organizations

Link on the Contacts Manager navigation bar that loads a Search page to display Organizations that have been entered into ShareVision. Note: in v3 this link displays a view of all external organizations stored in ShareVision.

Find: People 

Link on the Contacts Manager navigation bar that loads a Search page to display People that have been entered into ShareVision. Note: in v3 this link displays a view of all stored contacts with profiles. Visit the People list to see all contacts.

Find: Staff    

Link on the Contact Manager navigation bar that loads a Search page to display Users (accounts) that have been entered into ShareVision. Note: in v3 this link displays a view of all items on the Employee Information list.

Filter-Page Views

A page that displays a filtered view of a list showing only the records for one Individual, program, or residence. See List View.

G

General Email          

A filtered view of the Profiles list showing only contacts selected to be on the General Email list. Enables bulk emailing directly from your ShareVision site.

Steve W (Unlicensed)→ this functionality needs to verified in v3.7

Get to List and Document Library Settings/Columns

Site Actions > View All Site Content >  locate and open the list or document library > Open the List Toolbar Settings menu or  Document Library Toolbar Settings menu > select List Settings or Document Library Settings > Columns

Get to Site Settings/Galleries

Site Actions>Site Settings>Galleries

Get to Site Settings/Look and Feel

Site Actions>Site Settings>Look and Feel

Get to Site Settings/Users and Permissions

Site Actions>Site Settings>Users and Permissions

Steve W (Unlicensed) → all 'Get to...' shd be a brief definition of term and then navigation path. Nix 'Get to...' text in terms.

Goals & Progress   

Link on the Individual Details Links navigation bar that shows an Individual’s active goals, goal details, and associated progress notes. Goals are stored in the Individuals Goals list. Progress notes are stored in the Individuals Goal Progress list.

Steve W (Unlicensed) → shd be a page for this to link here.

H

Health and Safety Meeting Minutes

A document library for storing health and safety meeting minutes and related documents or files.

I

Individual Exit Checklist    

List that serves as a checklist for the process of discharging an Individual from service. Found on the Individual Details links navigation bar.

Individual Profile Web Part

This Web part displays contact information for a supported Individual. Photos uploaded to an Individual's profile will be displayed above their contact details. The View/Edit Full Profile link enables users to view the full profile and edit profile information. Some organizations choose to disable or remove this link.

Steve W (Unlicensed) → shd we make just a 'Webparts' entry with a visual of a page 'blocked' to indicate webparts? listing all types?

Individual Information

v3. See Fact Sheet

Individual's Schedule

This Web part provides a quick summary of upcoming events for this Individual. To see the Individual's events on the calendar, click on My Schedule (Individual Details link).

Individuals Web Part

This Web part displays Individuals assigned to a program or residence. Clicking on an Individual's name loads their Individuals Details page.

Inheritance

By default, newly created lists and document libraries inherit security settings from a master list at the site level. See Site Permissions or Advanced Permissions. New lists and libraries pass their security settings down to the records they contain for Individuals, programs and residences. That is, in descending levels of granularity, Site Permissions can be inherited by a list and an item can inherit permissions from a list (Grandparent>Parent>Child). This default application of security settings is known as inheritance.

Item Menu for Document Folders

Item Menu for List Records

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Click View Item to open the record and view its full details. Open records display the same menu options in the toolbar above the record details. See Item Toolbar for List Records.

Item Toolbar for Documents

Open a document to access this toolbar: Click View Properties in the dropdown Item Menu for Document Records.

Item Toolbar for List Items

Open a record to access this toolbar: Click View Item in the dropdown Item Menu for List Records.

J

K

Key Registry

List that stores information about signed-out keys associated with a program or residence. Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

L

Libraries

See Document Libraries, Picture Libraries.

Library View

A site administrator (or permitted user via permissions settings) view of a library that doesn’t filter records by Individual, program or residence. Library views can be created and modified by administrators; filter-page views cannot. All Documents is the default, unfiltered document library view. All Items is the default, unfiltered  list view. Access a library view by opening it from the All Site Content page.

Limited Access

Limited Access is not a permission level in itself. Limited Access only indicates that a user group has permitted to login into the site but has not been granted to the site/list/item where 'Limited Access' is displayed.

Steve W (Unlicensed) → need to verify the clarity of this

Links List

List storing links displayed on the Home Page in the 'Links' webpart. Found on the the All Site Content page, Lists section.

List Item

An 'item' is a record within a list. For example:, one program within the Programs and Residences list. It is comparable to a row in a table.

List Toolbar

List Toolbar Actions Menu

List Toolbar New Menu

List Toolbar Settings Menu

List View

An administrator view that doesn’t filter by Individual, program or residence. List views can be created and modified by administrators; filter-page views cannot.

Lists

In ShareVision, electronic forms are called Lists.

M

Mail Merge Library

Link on the Contacts Tab navigation bar that enables uploading exported documents back into ShareVision.

Manager Forms

Link on the Managers site navigation bar that loads a page listing all lists (forms) and libraries on the Details pages. Access is password protected.

Medical Incidents

List that stores a supported Individual’s medical incidents record. Found under the Individual Details links.

Medications 

List that stores medications used by a supported Individual.  Found on the Individual Details links navigation bar.

Meeting Minutes (for Managers)

Document library to store manager meeting minutes and related documentation. Found in the Managers site navigation bar.

Missing Person Poster

List that displays information entered in the Individual Information list/Fact Sheet list. It includes physical descriptors and a photo of the supported Individual, if one has been added to their profile. This can be printed for use as a Missing Person's Poster. Found on the Individual Details links navigation bar.

Money

List that tracks petty cash expenses for a program or residence; the Money list on the Individual’s Details pages tracks an Individual's income. Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

My Alerts

Users can view and delete their existing alerts. Access this through the ShareVision Website Header, Welcome User menu, My Settings page. See the Alerts section for more information.

My Documents

Document library that stores documents pertaining to a supported Individual. Found on the Individual Details links navigation bar. 

My Regional Settings

Users can set their local time, date, and calendar preferences. Found in the Welcome User menu in the ShareVision Website Header. Regional Settings can also be set for your main ShareVision site.

My Schedule (Individual Details Link)     

Calendar that tracks a supported Individual’s upcoming and past events. See Individual’s Schedule Web part on the Individual Details page. 

P

Participation Dates

List that provides a summary of an Individual's participation in programs they're enrolled in, their waitlist status, referral dates, start dates, exit date, etc. Participation Dates is accessed from the Programs Details page and from the Individual Details page.

People list

The People list contains the names and profile look-ups of all your contacts except staff. The Profile look-up column indicates the lookup list a contact will appear in based on their assigned profile type. The People list is found on theAll Site Content page, Lists section.

Picture Libraries

Picture libraries store images. Images within each picture library may be organized further into folders. All picture libraries are stored in the Picture Library section of the All Site Content page.

Policies and Procedures

Document library in which you can store an electronic copy of your organization's Policies and Procedures manual. Found on the Quick Launch Navigation Bar.

Printable Forms

Document library that stores electronic versions of forms that staff may access and print.

Profile Details Tabs

See Profile Details Tabs in the Contact Manager – Profiles.

Profile Type

In ShareVision, contacts are assigned a profile type, like Professional or Individual (as in supported Individual).

Profile Type Tab: All          

List of all agency contacts excluding staff. This tab is the Contact Manager home page. An alphabet directory helps users quickly locate contacts. Clicking on a contact's name loads the contact's Contact Manager - Profiles page.

Profile Type: General

This profile type is assigned to contacts who do not fit other profile types or to those who may be related to a supported Individual or other type of contact. The General profile type stores a person’s contact details, their active status, and other organizations they may be associated with.

Profile Type: Professionals

Identifies contacts who are professionals and stores their contact details and organizations they may be associated with, like hospitals, clinics, or businesses. 

Profiles List

The Profiles list stores a person’s contact details (except staff). Found on the All Site Content page, Lists section.

Program Documents

Document library that stores documents pertaining to a specific program. Found in the Program Details links.

Program Information/Residence Information

This Web part displays contact information for a program or residence. Photos uploaded to a program or residence will be displayed above the contact details.

Program Schedule

Calendar displaying events specific to a program. Found in the Program Details links. See the Program Schedule Web part on the Program/Residence Details pages.     

Programs List

A view of all programs entered in the Programs and Residences list. Found in the Program Details links.

R

Request for Time Off

List for staff to request time off. Found in the Employee Services navigation bar.

Residence Documents

Document library that stores documents pertaining to a specific residence. Found in the Residence Details links.

Residence List

A view of all residences entered in the Programs and Residences list. Found in the Residence Details links.

Residence Schedule

Calendar displaying events specific to a residence. Found in the Residence Details links. See the Residence Schedule Web part on the Program/Residence Details pages.  

Residential Care Plan

List to track residential care information for Individuals. Found in either the Individual Details links or in the Residence Details links or both.

S

Safety Inspection Checklist

List to track safety inspections of programs and residences.

Search (Contacts tab link)

Link on the Contacts Tab navigation bar that loads a search box for finding people and organizations.

Set Lists

Link on the Contacts Tab navigation bar that loads a Datasheet view of the Profiles list. Used to bulk-edit mail and email addresses and add contacts to various email list groups for bulk messaging. Once entered, the information can then be exported out of ShareVision into a Microsoft Excel or Access spreadsheet on your local computer. Exported lists retain ShareVision column filtering functionality, enabling selection and isolation of select profile types, like Board Members, for example. 

Sites and Workspaces

Sites and Workspaces are sub-sites of your main ShareVision website. ShareVision Support, for example, is a built-in sub-site. The Board Site is a ShareVision Extra with its own settings and administrator functions. It is a designated space for online meeting and collaboration of active Board members.  Workspaces are temporary sub-sites that may be created for collaboration on any document or list. Visit the Create ShareVision Content page Create page to create a new sub-site.

Staff Accident/Injury Report

List that stores records of staff accidents and injuries. This link may be located on both the Health and Safety and the Employee Services navigation bar.

Staff Meeting Minutes

Document library that stores staff meeting minutes and other related documents or files. This link is located on the Employee Services navigation bar.

Staff Schedule

Calendar displaying a logged-in user’s shift schedule. Access through My Schedulelink on the QuickStart menu. Note: Only administrators may add/edit/delete events on these calendars by going to the Staff Master Schedule, found in All Site Content, Lists section. 

Sub-sites

Sub-sites include the Health and Safety Site, Employee Services site, and the Managers site. See also Sites and Workspaces.

Surveys

Surveys are a special type of list. The ShareVision Foundation comes with a selection of preconfigured surveys. Administrators may choose to create their own surveys or adapt existing ones. Surveys are stored in the Surveys section of the All Site Content page.

T

Time Sheet

List to track employee hours. Found on the Employee Services navigation bar. This list may not be available on all sites, depending on the version of ShareVision you are using.

U

User Information

List storing each user’s user account name, their display name and email, the category of user (Current Employee, ShareVision Admin, etc.), URL to their photo stored in a picture library, and any optional fields for including additional information. Logged-in users can edit their own user information through the Welcome User menu, or it may be edited by administrators through Site Actions>Site Settings>People and Groups> click on a users name.

V

Vehicle Accidents

List for staff to report the details of vehicular accidents. Found on the Employee Services navigation bar.

W

Web Part

A Web part in ShareVision is a part of a Web page, like the Events Calendar or Announcements. Custom Web parts can be added to any page.