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Steve W (Unlicensed)

Steve W (Unlicensed)

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  1. SETUP 
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    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

  2. FORMS 
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    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 

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Steve W (Unlicensed)
What kind of queries can I make of a list to return results on screen?


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You

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can make simple, single-list queries to view the results returned on screen. These on-screen queries can be exported to a file format, for example Microsoft Excel, to be manipulated outside of ShareVision. In the list-view of any selected list or library, an Administrator User or a Staff User with permitted security privileges can create a 'View'. This view can be configured with various parameters to perform and display the results of a simple query on the list data. Parameters include; filtering on values with and/or statements, grouping, sorting and basic math operations.

See: Create a New View

See: List/Library Settings - Views

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


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  1. ARCHIVING DATA 
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    Lucas Santos

    1. Why would I archive data on lists?

    2. Archiving Add-On
    3. Individual Data Export tool.
  2. DOCUMENT STORAGE (Document Libraries) 
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    Lucas Santos

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

  3. STAFF ACCESS and OTHER USER ACCESS 
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    Wahl

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

  4. SECURITY: LEVELS and PERMISSIONS to access specific information. 
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    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?

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