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ShareVision is an web application built for Social Support agencies to collate, track and report data on their activities and enterprise. ShareVision is built on the Microsoft SharePoint platform with ShareVision proprietary features, pages and enhancements. Users can access the agency ShareVision site through a browser and internet connection with login credentials.

The agency ShareVision Site Administrator can configure security via user permissions that allow staff users to access specific pieces of information, add new records, edit existing records or delete records. Data can be queried on screen and exported. Complex, frequently required queries can be custom developed into reports.

The focus of data collection is anchored mainly at two points; the Supported Individual and the location, or Program or Residence, the support is offered. Electronic forms (items) collect data on either the Individual, Program or Residence or both. These forms are collected in tables (lists) for all Individuals and all Programs and Residences and are displayed in filter pages so that a user can view, add and edit forms filtered for a specific Individual or Location (Program or Residence).

ShareVision conveniently collects all these Filter Pages within Individual and Program or Residence 'portals' where all forms and documents say, for a specific Individual, can be accessed, new items added and existing ones edited. These 'portals' stat points are the Individual Details Page, Program Details Page and Residence Details Page. Each of these filter pages displays relevant data from multiple lists for that specific Individual, Program or Residence.

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SETUP
Jira Legacy
server JIRA (sharevision.atlassian.net)
columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId 3fb75880-5785-3f69-afca-952a52a99b81
key KB-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
FORMS
Jira Legacy
server JIRA (sharevision.atlassian.net)
columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId 3fb75880-5785-3f69-afca-952a52a99b81
key KB-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
QUERYING DATA
Jira Legacy
server JIRA (sharevision.atlassian.net)
columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId 3fb75880-5785-3f69-afca-952a52a99b81
key KB-14
Steve W (Unlicensed)
What kind of queries can I make of a list to return results on screen?

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How do I export the results of my query to use outside of ShareVision?
ARCHIVING DATA
Jira Legacy
server JIRA (sharevision.atlassian.net)
columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId 3fb75880-5785-3f69-afca-952a52a99b81
key KB-15
Lucas Santos
1. Why would I archive data on lists?
2. Archiving Add-On
3. Individual Data Export tool.
DOCUMENT STORAGE (Document Libraries)
Jira Legacy
server JIRA (sharevision.atlassian.net)
columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId 3fb75880-5785-3f69-afca-952a52a99b81
key KB-16
Lucas Santos
1. How do I create a Document Library for Staff to access, edit and upload files?
STAFF ACCESS and OTHER USER ACCESS
Jira Legacy
server JIRA (sharevision.atlassian.net)
columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId 3fb75880-5785-3f69-afca-952a52a99b81
key KB-17
Wahl
1. How do I give a new staff member access to ShareVision?
SECURITY: LEVELS and PERMISSIONS to access specific information.
Jira Legacy
server JIRA (sharevision.atlassian.net)
columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId 3fb75880-5785-3f69-afca-952a52a99b81
key KB-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?
I can't configure the system to suit our process. Can we customize ShareVision for our unique needs?

Version	Old Version 16	New Version 17
Changes made by	Steve W (Unlicensed)	Steve W (Unlicensed)
Saved on	May 01, 2017	May 01, 2017

Versions Compared

Key

How do I setup ShareVision for my Staff users to start completing forms?

How do I create a form for staff to complete?

How do I create similar forms that share some fields that are the same?

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

Why would I archive data on lists?

How do I create a Document Library for Staff to access, edit and upload files?

How do I give a new staff member access to ShareVision?

How do I restrict users access to specific Supported Individuals they support?

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

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