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How do I create a form for staff to complete?

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A form collects data to be stored in a list. Generally, before creating a new form, you will create a new list, then create columns to place in the form for your staff to enter data. The form is presented to staff users by a Filter Page, which you will need to configure in the Filter Page Wizard. If you do not have the Filter Page Wizard Add-On installed you can consult with your Product Expert about it.

In ShareVision a form is called a Content Type.

In ShareVision you can create multiple Content Types (forms) that share columns, collecting data for the one list. Each form can contain shared columns and columns unique to a content type. With multiple content types on a list, a Filter page can be configured for each content type using the Filter Page Wizard. Each filter page will filter the list to display for staff only the records (items) for an Individual, Program or Residence and a 'new form' link to create items.

ShareVision also provides the ability to use and create Site Content Types. These are essentially template content types that you can add to a list.

See: How to Create a New Form for Users

See: Form Extension Add-on

See: Form Header Add-on

See: Form Help Content Add-on



QUERYING DATA 
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Steve W (Unlicensed)

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Why would I archive data on lists?

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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

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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 Santos 

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

Document libraries are used to store related documents. For example, the document library Health and Safety Meeting Minutes is a place to store minutes documented

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during health and safety meetings. Each library contains its own set of documents that may be organized further into folders. All document libraries are stored in the Document Library section of the All Site Content page. Each link in this section is a separate library.

See: Manage/Edit/Add/Open/Delete/Check-Out/Upload Documents



  1. STAFF ACCESS and OTHER USER ACCESS 
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    Wahl

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

  2. 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?

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