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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

Why would I archive data on lists?

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

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

DOCUMENT STORAGE (Document Libraries) Lucas Santos 

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 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

STAFF ACCESS and OTHER USER ACCESS 

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

SECURITY: LEVELS and PERMISSIONS to access specific information. 

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?