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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
FORMS
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How do I create a form for staff to complete?
How do I create a form for staff to complete?
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What kind of queries can I make of data within a list to return results on screen?
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You 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 |
How do I export the results of my list data query to use outside of ShareVision?
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What kind of queries can I make of data within a list to return results on screen?
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You 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 |
How do I export the results of my list data query to use outside of ShareVision?
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Once a view (onscreen query) is created, the results can be exported from ShareVision to be manipulated or reported on using other applications. The data is exported initially in a file format called Internet Inquiry (IQY) which is saved to your computer and can be opened in Microsoft Excel. Once open in Excel the file can be saved as an Excel workbook. Note that the IQY file still has a connection to the original, source list and changes made to data in the IQY file will be written to the list in your ShareVision site. Saving the IQY file as an Excel Workbook removes this connection such that changes made in the Excel file will not be reflected on your ShareVision site. Data in the Excel file can be manipulated and imported into other applications. Where the list view query parameters do not offer enough functionality, Report outputs can perform additional query operations and charting of data. Reports can also perform multi-list queries, combining data from multiple source lists. Reports can be developed through consultation with your Product Expert. |
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Product Expert. |
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-OnThe Archiving Add-On |
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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 |
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ShareVision All Site Content |
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page. Individual Data Export tool |
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A tool that searches for all data where an Individual has been named in {Individual} column and exported in a file format, primarily Excel workbook where a sheet = a list. |
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Navigate to Site Actions > Site Settings > Individual Data Export. STEVE: Tool user guide needed to be created in KB and linked here. |
How do I create a Document Library for Staff to access, edit and upload files?
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Document libraries |
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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. |
STAFF ACCESS and OTHER USER ACCESS
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How do I restrict users access to specific Supported Individuals they support?
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How do I restrict users access to specific Program(s) and/or Residence(s) the work at?
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I can't configure the system to suit our process. Can we customize ShareVision for our unique needs?
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