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GLOSAccessibilityChecklist
GLOSAccessibilityChecklist

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 a ShareVision foundation site when first rolled out. Links may be setup . Links are setup on the Program Details Links and Residence Details Links lists for front-end users to access.


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GLOSAAccreditation
GLOSAAccreditation

Accreditation

Steve W (Unlicensed): A Document Library included in the a ShareVision foundation site when first rolled out. Steve W (Unlicensed): better word for 'rolled-out'?


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GLOSAddNewContact
GLOSAddNewContact

Add New Contact

v3.7 Link found on the Managers site navigation bar or by clicking the Contact Manager icon on the QuickStart menu that loads the Contact Manager’s New Contact Wizard. The wizard leads users through the steps of adding different types of contacts (people engaged and in contact with your agency).


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GLOSAddNewIndividual
GLOSAddNewIndividual

Add New Individual

v3-v3.5 Link on the Managers site navigation bar that loads the Contact Manager New Contact Wizard. The wizard leads users through the steps of adding an Individual. This link is not visible to users who have not been granted permissions to access the Contact Manager.


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GLOSAddNewProgram
GLOSAddNewProgram

Add New Program

Link on the Managers site navigation bar that loads the Programs: New Item form.  Once saved, this completed form adds a new program to the Programs and Residences list. This link will not be visible to users who do not have permission to view the New Item form for the Programs and Residences list.


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GLOSAddNewResidence
GLOSAddNewResidence

Add New Residence

Link on the Managers site navigation bar that loads the Residences: New Item form.  Once saved, this completed form adds a new residence to the Programs and Residences list. This link will not be visible to users who do not have permission to view the New Item form for the Programs and Residences list.


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GLOSAdministratorView
GLOSAdministratorView

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.


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GLOSAllItems
GLOSAllItems

All Items

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


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GLOSAllSiteContent
GLOSAllSiteContent

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.


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GLOSAssetManagement
GLOSAssetManagement

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 list included in a ShareVision site. Found in the Programs Details links, the Residence Details links, and the Individual Details links navigation bars.Steve W (Unlicensed): lists.


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GLOSAttendance
GLOSAttendance

Attendance

list included in the a 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. AnchorGLOSAttendanceGLOSAttendance

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 site which enables functionality to take a daily attendance of Individuals participating within a Program.

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GLOSBoardSite
GLOSBoardSite

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.


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GLOSBreadcrumbs
GLOSBreadcrumbs

Breadcrumbs

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Navigation links that show users where they are in the site relative to the Home page.


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GLOSColumn
GLOSColumn

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.


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GLOSComplianceLinks
GLOSComplianceLinks

Compliance Links    

List that stores links to Web pages providing surveyors with evidence of standards compliance.  


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GLOSComplianceDocuments
GLOSComplianceDocuments

Compliance Documents    

 A document library to store compliance documentation.


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GLOSContactManager
GLOSContactManager

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.   


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GLOSContacts(IndividualDetailsLink)
GLOSContacts(IndividualDetailsLink)

Contacts (Individual Details Link)

A page that displays contacts related to a supported Individual. These relationships are items on the Relationships list. Steve W (Unlicensed)  See  See also, Contact Manager.


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GLOSContentTypes
GLOSContentTypes

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.


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GLOSCreateAContentType
GLOSCreateAContentType

Create a Content Type

New content types are created from site content types.


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GLOSCreate:NewContact
GLOSCreate:NewContact

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.


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GLOSCreate:NewOrganization
GLOSCreate:NewOrganization

Create: New Organization

v3-v3.5 link on the Contacts Tab navigation bar that launches a wizard, which leads users through the steps of adding a new organization to the list of contacts.


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GLOSCreate:NewStaff
GLOSCreate:NewStaff

Create: New Staff  

v3-v3.5 link on the Contacts Tab navigation bar that loads the Create a New User page.


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GLOSCriticalIncidents/SeriousOccurrences
GLOSCriticalIncidents/SeriousOccurrences

Critical Incidents/Serious Occurrences

Two lists that can be used to store all critical incidents/serious occurrences recorded for an Individual.  Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

Steve W (Unlicensed) → this needs tidying. Also, is 'store' preferable to 'contain' or 'holds'?

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*****UNSURE-CHECK*****


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GLOSDailyJournal
GLOSDailyJournal

Daily Journal

A list that stores case notes about an Individual. Found on the Individual Details links navigation bar.


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GLOSDatasheetView
GLOSDatasheetView

Datasheet View

A view of a list that resembles a spreadsheet which allows bulk editing of data. Note: not all column types may be edited using datasheet view.


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GLOSDetailslinks
GLOSDetailslinks

Details Links

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


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GLOSDiscussionBoards
GLOSDiscussionBoards

Discussion Boards

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


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GLOSDocumentLibraries
GLOSDocumentLibraries

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 View All Site Content page.


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GLOSDocumentLibraryToolbar
GLOSDocumentLibraryToolbar

Document Library Toolbar

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


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GLOSDocumentLibraryToolbarActionsMenu
GLOSDocumentLibraryToolbarActionsMenu

Document Library Toolbar Actions Menu


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GLOSDocumentLibraryToolbarNewMenu
GLOSDocumentLibraryToolbarNewMenu

Document Library Toolbar New Menu


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GLOSDocumentLibraryToolbarSettingsMenu
GLOSDocumentLibraryToolbarSettingsMenu

Document Library Toolbar Settings Menu


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GLOSDocumentLibraryToolbarUploadMenu
GLOSDocumentLibraryToolbarUploadMenu

Document Library Toolbar Upload Menu


Steve W (Unlicensed)→ nuke all these toolbar visuals???? ***LET's GET V3.7 visuals!!!!***

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GLOSEmailAlertManager
GLOSEmailAlertManager

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).

 

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GLOSEmergencyResponseDrill
GLOSEmergencyResponseDrill

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 barsA list included in a ShareVision site. Links are setup on the Program Details Links and Residence Details Links lists for front-end users to access.


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GLOSEmployeeInformation
GLOSEmployeeInformation

Employee Information (v3, v3.5)

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


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GLOSEmploymentPlan
GLOSEmploymentPlan

Employment Plan   

A list for preparing included in a ShareVision site which is intended as a template for managing supported Individuals for employment tracking. This list is found on in the Individuals Details Links navigation bar list.

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GLOSFactSheet
GLOSFactSheet

Fact Sheet  

List that stores personal information about a supported Individual.  In v3 it is known as Individuals Information. Your organization may use a different title that matches this terminology. Together this

A list included in a ShareVision site which is intended as a template for identifying supported Individuals demographic information. This list and the Individual’s profile Profiles form the main source of a supported Individual’s personal details. Often these two lists are data sources for reports and other lists and display key information in high-visibility Web parts, such as the Individuals Information box on the Individual's Details page. Found in the Individual Details links navigation barData from this form/list are used in the Missing Person Poster. The Fact Sheet is found in the Individuals Details Links list.


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GLOSFactSheetWebPart
GLOSFactSheetWebPart

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.


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GLOSFindOrganizations
GLOSFindOrganizations

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.


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GLOSFindPeople
GLOSFindPeople

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.


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GLOSFindStaff
GLOSFindStaff

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.


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GLOSFilterPageViews
GLOSFilterPageViews

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.

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GLOSGeneralEmail
GLOSGeneralEmail

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


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GLOSGettoListandDocumentLibrarySettings/Columns
GLOSGettoListandDocumentLibrarySettings/Columns

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


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GLOSGettoListandDocumentLibrarySettings/Communications
GLOSGettoListandDocumentLibrarySettings/Communications

Get to List and Document Library Settings/Communications

Site Actions > View All Site Conten t> 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 > Communications


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GLOSGettoListandDocumentLibrarySettings/ContentTypes
GLOSGettoListandDocumentLibrarySettings/ContentTypes

Get to List and Document Library Settings/Content Types

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 > Content Types


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GLOSGettoListandDocumentLibrarySettings/GeneralSettings
GLOSGettoListandDocumentLibrarySettings/GeneralSettings

Get to List and Document Library Settings/General Settings

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>General Settings


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GLOSGettoListandDocumentLibrarySettings/PermissionsandManagement
GLOSGettoListandDocumentLibrarySettings/PermissionsandManagement

Get to List and Document Library Settings/Permissions and Management

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> Permissions and Management


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GLOSGettoListandDocumentLibrarySettings/Views
GLOSGettoListandDocumentLibrarySettings/Views

Get to List and Document Library Settings/Views

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> Views


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GLOSGettoSiteSettings/Galleries
GLOSGettoSiteSettings/Galleries

Get to Site Settings/Galleries

Site Actions>Site Settings>Galleries


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GLOSGettoSiteSettings/LookandFeel
GLOSGettoSiteSettings/LookandFeel

Get to Site Settings/Look and Feel

Site Actions>Site Settings>Look and Feel


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GLOsGettoSiteSettings/UsersandPermissions
GLOsGettoSiteSettings/UsersandPermissions

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.


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GLOSGoals&Progress
GLOSGoals&Progress

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.

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GLOSHealthandSafetyMeetingMinutes
GLOSHealthandSafetyMeetingMinutes

Health and Safety Meeting Minutes

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

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GLOSIndividualExitChecklist
GLOSIndividualExitChecklist

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.


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GLOSIndividualProfileWebPart
GLOSIndividualProfileWebPart

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? Wahl : I think that will make it difficult to find the specific items (i.e., I think we're not defining Webparts here but rather this specific type of Webpart. There is a definition of Webparts, so this could also include a "See also, Webparts." entry at the end.


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GLOSIndividual'sInformation
GLOSIndividual'sInformation

Individual Information

v3. See Fact Sheet


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GLOSIndividual'sSchedule
GLOSIndividual'sSchedule

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).

 


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GLOSIndividuals Web Part
GLOSIndividuals Web Part

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.


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GLOSInheritance
GLOSInheritance

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.


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GLOSItemMenuforDocumentFolders
GLOSItemMenuforDocumentFolders

Item Menu for Document Folders

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GLOSItemMenuforListRecords
GLOSItemMenuforListRecords

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.


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GLOSItemToolbarforDocuments
GLOSItemToolbarforDocuments

Item Toolbar for Documents

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


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GLOSItemToolbarforListRecords
GLOSItemToolbarforListRecords

Item Toolbar for List Items

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



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GLOSJobDescriptions
GLOSJobDescriptions

Job Descriptions

Document library that stores job descriptions, sorted by program or by residence. Found on the Employee Services navigation bar.


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GLOSJobPostings
GLOSJobPostings

Job Postings

Document library that stores job postings in electronic file formats: Word, Excel or PDF. Found on the Employee Services navigation bar.


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GLOSKeyRegistry
GLOSKeyRegistry

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.

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GLOSLibraries
GLOSLibraries

Libraries

See Document Libraries, Picture Libraries.


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GLOSLibraryView
GLOSLibraryView

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.


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GLOSLimitedAccess
GLOSLimitedAccess

Limited Access

Limited Access is not a permission level in itself. Limited Access indicates that a user or group has been added to the site but has not been granted access to an element below the site/list/item where 'Limited Access' is displayed, because inheritance has been broken and unique permission applied. Limited Access would better be described as "no" or "restricted" access to the related item(s). Limited Access will most often be seen where an item or list has had permission inheritance broken and you are viewing permissions at a higher, related level of the site. For example, a user or group may have permission to the parent list but not the item itself; on the paren list the user or group could show they have "Edit - No Delete" permission to the list, and "Limited Access" (Limited Access is referring to the the fact that at least one item in the list has unique permissions and the user or group does not have permission to that item (or items).

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


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GLOSLinksList
GLOSLinksList

Links List

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


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GLOSListInformation–List/LibrarySettings
GLOSListInformation–List/LibrarySettings

List Information – List/Library Settings

List Information is a section on both the List Settings page and on the Document Library Settings page. This section displays the name of the list or library, its Web address, and a description of the list or document library contents.


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GLOSListItem
GLOSListItem

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.


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GLOSListToolbar
GLOSListToolbar

List Toolbar


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GLOSListToolbarActionsMenu
GLOSListToolbarActionsMenu

List Toolbar Actions Menu


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GLOSListToolbarNewMenu
GLOSListToolbarNewMenu

List Toolbar New Menu


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GLOSListToolbarSettingsMenu
GLOSListToolbarSettingsMenu

List Toolbar Settings Menu


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GLOSListView
GLOSListView

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.

List View Filter Page View


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GLOSLists
GLOSLists

Lists

In ShareVision, electronic forms are called Lists.

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GLOSMailingLists
GLOSMailingLists

Mailing Lists 

Link on the Contacts Tab navigation bar that launches a mailing list export tool, which filters contacts by profile type (e.g., "get all Board Members") and exports retrieved addresses to a Microsoft Excel or Access spreadsheet. The Office files can remain linked to ShareVision and when saved can be uploaded back into ShareVision. All contact types except organizations and ShareVision users/staff are supported.


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GLOSMailMergeLibrary
GLOSMailMergeLibrary

Mail Merge Library

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

Manager Forms

to the Mail Merge library. For storing Mail Merge documents and databases.

 

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GLOSManagersSite
GLOSManagersSite

Managers Site

Link on the Managers site navigation bar that loads a page listing all lists (forms) and libraries found on the various "Details" pages. Access is password protected. AnchorGLOSMedicalIncidentsAllows for working with list/library data from behind the scenes.

 

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GLOSManagerForms
GLOSManagerForms

Manager Forms

Link on the Managers site navigation bar that loads a page listing all lists (forms) and libraries found on the various "Details" pages. Allows for working with list/library data from behind the scenes.

 

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GLOSMedicalIncidents
GLOSMedicalIncidents

Medical Incidents

List that stores a supported Individual’s medical incidents recordrecords. Found under on the Individual Details linkspage > QuickStart > Incidents > Medication Incidents. See also, Critical Incidents.


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GLOSMedications
GLOSMedications

Medications 

List that stores medications used by a supported Individual.   Found on the Individual Details links navigation barpage > QuickStart > Forms > Individual's Medications.


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GLOSMeetingMinutes(for Managers)
GLOSMeetingMinutes(for Managers)

Meeting Minutes

(for Managers)
Document library to store manager meeting minutes and related documentationdocuments or files. Found in the Managers site navigation bar.
(for Staff)
Document library to store staff meeting minutes and related documents or files. Link is located on the Employee Services navigation bar.


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GLOSMissingPersonPoster
GLOSMissingPersonPoster

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 barpage > QuickStart > Forms > Missing Person Poster.


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GLOSMoney
GLOSMoney

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.


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GLOSMyAlerts
GLOSMyAlerts

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 [Username] drop-down menu in the ShareVision Website Header (top right of most pages). Select My Settings from the drop-down > My Alerts on the toolbar. See the Alerts section for more information. See also, Email Alerts Manager.


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GLOSMyDocuments
GLOSMyDocuments

My Documents

Document This is a document library that stores documents pertaining to all Individuals. A link in the Individual Details links list provides the link on the Individual home page to a supported Individualdocuments for each specific individual. Each Individual gets a unique folder inside the library. There is no option to share a single document among multiple individuals. Found on the Individual Details links navigation bar. 


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GLOSMyRegionalSettings
GLOSMyRegionalSettings

My Regional Settings

Users can set their local time, date, and calendar preferences. Found in the Welcome User [Username] drop-down menu in the ShareVision Website Header Regional Settings can also be set for your main ShareVision site.(top right of most pages). Select My Settings from the drop-down > My Regional Settings on the toolbar (deselect the "Always follow web settings" check-box in order to make changes to these settings). Changes from the site settings may result in differences in time-stamps and other system notes. Regional Settings can also be set for your main ShareVision site. See also, Regional Settings.

 

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GLOSMySchedule(IndividualDetailsLink)
GLOSMySchedule(IndividualDetailsLink)

My Schedule (Individual Details Link)     

Calendar that tracks a supported Individual’s upcoming and past events. See See Individual’s Schedule  Web Web part on the Individual Details home page. Follow Individual Details link under Information on Individual QuickStart menu when on other Individual's site pages

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Content type

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GLOSParentContentTypeGLOSParentContentType

Parent Content Type

GLOSMySchedule(IndividualDetailsLink)
GLOSMySchedule(IndividualDetailsLink)

My Shift Schedule     

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

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GLOSParentContentType
GLOSParentContentType

Parent Content Type

Refers to the Content Type template used in the creation of site content types.

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Content Types (i.e., when a new Content Type is created from an existing Content Type the "parent" is the original version). Changes to a "parent" can be reflected in all "children" based on the original (option to "Update all content types inheriting from this type?" when saving changes).


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GLOSParticipationDates
GLOSParticipationDates

Participation Dates

List Relates to the Program History list that provides a summary of an Individual's participation in programs they're enrolled in, as determined by the Start and Exit dates. Also used to indicate their waitlist status, referral dates, start dates, exit date, etc. Participation Dates is accessed from the Programs Details page (Enrolment History) and from the Individual Details page (Program History).


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GLOSPeoplelist
GLOSPeoplelist

People list

The People list contains the names and profile look-ups of of all your contacts except staff. The Profile Person look-up column indicates the lookup list a contact will appear in based on their assigned profile typein the Profiles list looks up (links) to the name in the People list. This allows for multiple Profiles to relate to the same person listed in the People list. The People list is found on the All Site Content  pagepage, Lists section.


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GLOSPictureLibraries
GLOSPictureLibraries

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.


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GLOSPoliciesandProcedures
GLOSPoliciesandProcedures

Policies and Procedures

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


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GLOSPrintableForms
GLOSPrintableForms

Printable Forms

Document library that stores electronic versions of forms that staff may access and print. Documents stored can include Office documents (Word, Excel, etc.), PDFS, plain text files, etc.


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GLOSProfileDetailsTabs
GLOSProfileDetailsTabs

Profile Details Tabs

See Profile Details Tabs in the Contact Manager – Profiles

(V3 & V3.5)

Tabs in earlier versions of the Contact Manager which display items for different Profile types (e.g., Individuals, Professionals, etc.).


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GLOSProfileType
GLOSProfileType

Profile Type

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


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GLOSProfileTypeTab:All
GLOSProfileTypeTab:All

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.


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GLOSProfileType:General
GLOSProfileType:General

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.


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GLOSProfileType:Individuals
GLOSProfileType:Individuals

Profile Type: Individuals   

Identifies contacts who are supported Individuals and stores their contact details, their photo, their active status, their assigned residence and/or program(s), and other organizations they may be associated with.


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GLOSProfileType:Professionals
GLOSProfileType:Professionals

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. 


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GLOSProfilesList
GLOSProfilesList

Profiles List

The Profiles list stores a person’s contact details (except staff). Different content types on this list allow for collection of data specific to each type of contact (e.g., Individual, Professional, General Contact, etc.). Found on the the All Site Content  pagepage, Lists section. See also, Profile Type: Individuals/Professionals/General Contact.


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GLOSProgramsandResidencesList
GLOSProgramsandResidencesList

Programs and Residences List

List that stores all your organization’s programs and residences. Found on the the All Site Content  pagepage, in the Lists section.


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GLOSProgramDocuments
GLOSProgramDocuments

Program Documents

Document library that stores documents pertaining to a specific program. Found all programs. Link in the Program Details links provides link on the Program home page to documents for each specific program.


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GLOSProgramInformation/ResidenceInformation
GLOSProgramInformation/ResidenceInformation

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.


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GLOSProgramSchedule
GLOSProgramSchedule

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.     on the Program home page; or follow Program Details link when viewing other program specific content.    


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GLOSProgramsandResidenceslist
GLOSProgramsandResidenceslist

Programs and Residences List

List Master list that stores all your organization’s programs and residences. Found on the the All Site Content  pagepage, in the Lists section.


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GLOSProgramsList
GLOSProgramsList

Programs ListListing (V3 & V3.5)

A view of all programs entered in the Programs and Residences list. Found in the Program Details links. Links to specific info for each Program. Deprecated in V3.7 for combined Program/Residence display.

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GLOSRegionalSettings
GLOSRegionalSettings

Regional Settings

Users can set their local time, date, and calendar preferences. Found in the Welcome User [Username] drop-down menu in the ShareVision Website Header (top right of most pages). Regional Settings  can can also be set for your main ShareVision site: Site Actions > Site Settings > Regional Settings (under Site Administration column).

 

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GLOSRelationship
GLOSRelationship

Relationship

Method for connecting people found in the Contact list/Contact Manager with Individuals and identifying the role they play in the supported person's life (e.g., parent, doctor, etc.).

 

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GLOSRequestforTimeOff
GLOSRequestforTimeOff

Request for Time Off

List for staff to request time off. Found in the Employee Services navigation bar, and to be approved by managers. Available from the Employees Services site, under Forms in the navigation links.


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GLOSResidenceDocuments
GLOSResidenceDocuments

Residence Documents

Document library that stores documents pertaining to a specific residence. Found all residences. Link in the Residence Details links provides link on the Residence home page to documents for each specific residence.


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GLOSResidenceList
GLOSResidenceList

Residence ListListing (V3 & V3.5)

A view of all residences entered in the Programs and Residences list. Found in the Residence Details linksLinks to specific info for each Residence. Deprecated in V3.7 for combined Program/Residence display.


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GLOSResidenceSchedule
GLOSResidenceSchedule

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.  on the Residence home page; or follow Residence Details link when viewing other residence specific content.  


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GLOSResidentialCarePlan
GLOSResidentialCarePlan

Residential Care Plan

List to track residential care information care information for Individuals. Found in either the Linked to from the Individual page (Individual Details links or in ) and the Residence page (Residence Details links or both).


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GLOSRiskAssessment
GLOSRiskAssessment

Risk Assessment

List that stores risk assessment plans for supported Individuals that who require them. Found in the Individual Details links under Plans/Assessments.


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GLOSRSSFeed
GLOSRSSFeed

RSS Feed

RSS is Rich Site Summary, familiarly known as Really Simple Syndication. An RSS feed is a snippet of Web content that is sent out to subscribers of the feed. Feeds are accessed and read through an RSS reader, like Microsoft Outlook, for example. RSS feeds typically consist of headlines for the latest content posted on a Website. In the context of social media, it would be similar to receiving tweets from sites subscribed to.

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GLOSSafetyInspectionChecklist
GLOSSafetyInspectionChecklist

Safety Inspection Checklist

List to track safety inspections of programs and residences. Also available from the Health & Safety site.


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GLOSSearch(Contactstablink)
GLOSSearch(Contactstablink)

Search (Contacts tab link)

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


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GLOSSetLists
GLOSSetLists

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. See also, datasheet view. 


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GLOSSitesandWorkspacesGLOSSitesandWorkspaces

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

GLOSSetLists
GLOSSetLists

ShareVision Support Site

This site is a ShareVision sub-site with its own settings and administrator functions. It is a designated space for online meeting and support resources and tracking support requests. See also Support Portal. 


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GLOSSitesandWorkspaces
GLOSSitesandWorkspaces

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 optional Board Site is a ShareVision sub-site with its own settings and administrator functions. It is a designated space for online meeting and collaboration of active Board members.   Workspaces  Workspaces are temporary sub-sites that may be created for collaboration on any document or list. Visit the Create ShareVision Go to the ShareVision All Content page > Create  page > select item to create a new sub-sitefrom the available options (creating sub-sites is not available on Essentials sites). See also, Board Site.


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GLOSStaff Accident/InjuryReport
GLOSStaff Accident/InjuryReport

Staff Accident/Injury Report

List that stores records of staff accidents and injuries. This form is a version of the Incidents list, as determined by the Staff Accident or Injury Report "content type". This link may be located on both the Health and Safety and the Employee Services navigation bar. See also, Incidents.


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GLOSStaffMeetingMinutes
GLOSStaffMeetingMinutes

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. See also, Meeting Minutes.


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GLOSStaffSchedule
GLOSStaffSchedule

Staff Schedule

Calendar displaying a logged-in user’s shift schedule. Access through Staff access through My Shift Schedule link on the QuickStart menuthe Employee Services page. Note: Only administrators may add/edit/delete events on these calendars by going to the Employee Master Shift Schedule (Staff Master Schedule on some sites), found in All Site Content, Lists section. See also: My Shift Schedule. 


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GLOSSub-sites
GLOSSub-sites

Sub-sites

Sub-sites include the Health are unique sites that are created and hosted below the main ShareVision site. Sub-sites may use unique permissions or share security with the "parent" site. As well, the term "sub-sites" may also be applied to sets of Web pages which make up a stand-alone portion of the main site. Examples are the Health and Safety Site, Employee Services site, and the Managers site. See also Sites and Workspaces.site, and the Managers site. See also Sites and Workspaces.


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GLOSSupportPortal
GLOSSupportPortal

Support Portal

Link from a ShareVision site to the new ShareVision Support ticketing system. Site Actions > Site Settings > SUPPORT PORTAL (under Site Administration column). Site administrators must log in to use the system. Updates to issues in progress are automatically sent to the Email address associated with the account. Replies may be sent to the system from the Email associated with the account. Additional Email addresses can receive updates but will not be able to send responses to the system.

 

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GLOSSurveys
GLOSSurveys

Surveys

Surveys are a special type of list. The ShareVision Foundation comes of list that provide some additional functionality for gathering and displaying data. Surveys do not include all the options/functionality of Lists, so consideration should be given to the desired outcome when choosing between Surveys or Lists. Some versions of ShareVision come with a selection of preconfigured pre-configured surveys. Administrators may choose to also create their own surveys or adapt existing ones (if any).   Surveys  are are stored in the Surveys section of the All Site Content page.

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GLOSTimeSheet
GLOSTimeSheet

Time Sheet

List to track employee hours. Found on the Employee Services navigation bar. This list may not Not be available on all sites , depending on the version of ShareVision you are using(use deprecated in current versions).

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GLOSUserInformation
GLOSUserInformation

User Information

List storing A listing of each site user’s user login account name, their display name and email, and the category of user (Current Employee, ShareVision Admin, etc.), . Optional information includes the URL to their photo stored in a picture library, mobile number, and the option to disable the QuickHelp Popup; 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 nameuser information through the Welcome User menu, or it may be edited by administrators through: Site Actions > Site Settings > People and Groups > All People click on a users name > Edit Item. Note, although this appears similar to other lists on the site it reflects user account data stored on the server, and does not share the same functionality as the All Site Content items (lists, libraries, etc.).

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GLOSVehicleAccidents
GLOSVehicleAccidents

Vehicle Accidents

List for staff A list to report the details of vehicular accidents. Found on the Employee Services navigation bar for access by front-line staff.

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GLOSWeb Part
GLOSWeb Part

Web Part

A Web part in ShareVision is part of a Web page, like a discreet element on a Web page which is a specific view of a list or other data on the ShareVision site. Examples of common Webparts are the Events Calendar or Announcements. Custom Web parts can be added to any page.