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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




What kind of queries can I make of data within a list to return results on screen?

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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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NOTE: If you are a ShareVisionEssentials customer, customization of your site is limited to altering the five (5) included reports. Please contact (who?) to discuss this further.

Where you are attempting to implement form(s) and a solution to enhance your processes, configuration (or what setup a site administrator can perform) constraints of the system may require custom development. ShareVision offers custom development through a process of discovery of your requirements in discussion with your ShareVision point of contact, your Product Expert, an estimation of time/cost and when approved, the Product Expert manages the project to conclusion. Both the time of the Product Expert and developers involved in the project will make up the estimate and can be paid for on an ad hoc per hour basis or by purchasing pre-paid bundles of Service Hours that benefit from discounts.

For your customization needs, please contact your assigned Product Expert for an initial conversation.