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  1. CONCEPTS
    Jira Legacy
    showSummaryfalse
    serverJIRA (sharevision.atlassian.net)
    serverId3fb75880-5785-3f69-afca-952a52a99b81
    keyKB-11
     Steve W (Unlicensed)
    1. How does ShareVision work? What are the main concepts of ShareVision?

      1. ShareVision is an application built on the SharePoint platform with proprietary features, pages and enhancements.

      2. Entities

      3. Main Pages

      4. Data Architecture Model.

  2. SETUP 
    Jira Legacy
    serverJIRA (sharevision.atlassian.net)
    columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
    serverId3fb75880-5785-3f69-afca-952a52a99b81
    keyKB-12
    Wahl
    1. How do I setup ShareVision for my Staff users to start completing forms?

      1. Input Basic data

        1. Input INDs

          1. incl photo on Profile

        2. Input PRGs

        3. Input RESs

      2. Create User accounts.

        1. Admin manually

        2. Get ShareVision to do at cost

      3. Setup Permissions/Security

  3. FORMS 
    Jira Legacy
    serverJIRA (sharevision.atlassian.net)
    columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
    serverId3fb75880-5785-3f69-afca-952a52a99b81
    keyKB-13
     Lucas Santos
    1. How do I create a form for staff to complete?

      1. There will be an overview in paragraph form with links to relevant pages.
    2. How do I create similar forms that share some fields that are the same?

      1. Content types
      2. Site Columns
  4. QUERYING DATA 
    Jira Legacy
    serverJIRA (sharevision.atlassian.net)
    columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
    serverId3fb75880-5785-3f69-afca-952a52a99b81
    keyKB-14
     Steve W (Unlicensed)
    1. What kind of queries can I make of a list to return results on screen?

    2. How do I export the results of my query to use outside of ShareVision?

  5. ARCHIVING DATA 
    Jira Legacy
    serverJIRA (sharevision.atlassian.net)
    columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
    serverId3fb75880-5785-3f69-afca-952a52a99b81
    keyKB-15
     Lucas Santos
    1. Why would I archive data on lists?

    2. Archiving Add-On
    3. Individual Data Export tool.
  6. DOCUMENT STORAGE (Document Libraries) 
    Jira Legacy
    serverJIRA (sharevision.atlassian.net)
    columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
    serverId3fb75880-5785-3f69-afca-952a52a99b81
    keyKB-16
      Lucas Santos
    1. How do I create a Document Library for Staff to access, edit and upload files?

  7. STAFF ACCESS and OTHER USER ACCESS 
    Jira Legacy
    serverJIRA (sharevision.atlassian.net)
    columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
    serverId3fb75880-5785-3f69-afca-952a52a99b81
    keyKB-17
     Wahl
    1. How do I give a new staff member access to ShareVision?

  8. SECURITY: LEVELS and PERMISSIONS to access specific information. 
    Jira Legacy
    serverJIRA (sharevision.atlassian.net)
    columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
    serverId3fb75880-5785-3f69-afca-952a52a99b81
    keyKB-5
     Wahl
    1. How do I restrict users access to specific Supported Individuals they support?

    2. How do I restrict users access to specific Program(s) and/or Residence(s) the work at?

  9. I can't configure the system to suit our process. Can we customize ShareVision for our unique needs?