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SETUP
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How do I setup ShareVision for my Staff users to start completing forms?
Input Basic data
Input INDs
incl photo on Profile
Input PRGs
Input RESs
Create User accounts.
Admin manually
Get ShareVision to do at cost
Setup Permissions/Security
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- ARCHIVING DATA
Lucas SantosJira 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 Why would I archive data on lists?
Expand The purpose of archiving is to keep Lists that grow rapidly to a manageable size, reducing the page load times without permanently deleting historical data. Archival records cannot be used in reports or any other areas of your ShareVision site. Archives should also not be used as a backup of your data, but rather as a repository for old records. Archiving Add-On
Expand Archiving Add-On aids the archiving process in your ShareVision site providing a simple tool that allows you to choose the list and the date period of data to capture, while giving the option to delete archived data from the list at the end of the process. The Archive tool will then replicate the list by creating a new list called “Archived- *List name*” in the Archived lists section of your ShareVision All Site Content page. Individual Data Export tool.
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- DOCUMENT STORAGE (Document Libraries)
Lucas SantosJira 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 How do I create a Document Library for Staff to access, edit and upload files?
- STAFF ACCESS and OTHER USER ACCESS
WahlJira 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 How do I give a new staff member access to ShareVision?
- SECURITY: LEVELS and PERMISSIONS to access specific information.
WahlJira 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 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?