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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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Why would I archive data on lists?
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STEVE: Tool user guide needed to be created in KB and linked here.
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How do I create a Document Library for Staff to access, edit and upload files?
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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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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.