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ShareVision is an web application built for Social Support agencies to collate, track and report data on their activities and enterprise. ShareVision is built on the Microsoft SharePoint platform with ShareVision proprietary features, pages and enhancements. Users can access the agency ShareVision site through a browser and internet connection with login credentials.

The agency ShareVision Site Administrator can configure security via user permissions that allow staff users to access specific pieces of information, add new records, edit existing records or delete records. Data can be queried on screen and exported. Complex, frequently required queries can be custom developed into reports.

The basic elements of a ShareVision site are;

  • The Structure of your Site
    • Web Site
      • Lists (Tables) within your site
        • Records (items) within the each list
    • Front-End' pages (for users to access forms)
      • Pages: these display the records /items to users in different ways.
      • Filter Pages: in essence these pages query a list (or lists) with criteria to then display the results of that query. The most common filter pages are those built with the Filter Page Wizard; these pages use the context of where the link/button is to base the query on. That is, if the link/button is on the QuickStart of an Individual, then the system can be configured to filter only items for that Individual. The page itself is dependent on whether an Individual(s) and/or Programs or Residence columns are present
      • Custom Filter Pages: these pages can be developed by ShareVision through consultation with you about the requirements. An example is 'byUser' (a page that filters to records of a list of the logged in user).
  • The Data Elements of your SIte
    • Individuals
    • Programs and Residences (the location(s) or service(s) your organization provides)
    • User Accounts (accounts of people who login to access/add data to your site)

The focus of data collection is anchored mainly at two points; the Supported Individual  and the location, or Program or Residence, the support is offered. Electronic forms (items) collect data on either the Individual, Program or Residence or both. These forms are collected in tables (lists) for all Individuals and all Programs and Residences and are displayed in filter pages so that a user can view, add and edit forms filtered for a specific Individual or Location (Program or Residence).

ShareVision conveniently collects all these Filter Pages within Individual and Program or Residence 'portals' where all forms and documents say, for a specific Individual, can be accessed, new items added and existing ones edited. These 'portals' stat points are the Individual Details Page, Program Details Page and Residence Details Page. Each of these filter pages displays relevant data from multiple lists for that specific Individual, Program or Residence.


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SETUP 

Jira Legacy
serverJIRA (sharevision.atlassian.net)
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId3fb75880-5785-3f69-afca-952a52a99b81
keyKB-12
Wahl

How do I setup ShareVision for my Staff users to start completing forms?

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Input Basic data

  1. Input INDs

    1. incl photo on Profile

  2. Input PRGs

  3. Input RESs

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Create User accounts.

  1. Admin manually

  2. Get ShareVision to do at cost

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How do I initially setup ShareVision for my Staff users to start using the application?


When your organisation first subscribes to ShareVision, your site will be rolled-out from a template. Setup needs to be completed prior to giving your staff access to complete forms. This initial implementation process is described below as an overview of the most basic setup. (Usually this process is overseen in partnership between you and the assigned ShareVision Product Expert).

N things need to be setup;

  1. Import/entering data: Individual data required by the system.
  2. Import/entering data: Program and Residence data required by the system.
  3. Import/creating data: User Accounts for each staff member.
  4. Security setup: creating user groups and adding User Accounts as members of these security groups.
  5. Security setup: asserting permissions for which groups/User Accounts can view and access Programs and Residences.
  6. Security setup: asserting permissions for which groups/User Accounts can view and access Supported Individuals.


Note

While the above describes the most basic setup, their maybe other requirements that your organization have for when the site goes live for your staff to use. These requirements may include and be extra to below;

  • The import of any historical data needed for planned reporting
  • Any custom workflows that do not fit the 'one-form-at-a-time' model of ShareVision.
  • Any custom reporting outputs needed at 'Go-Live' date (e.g. a provincial reportable Incident form).
  • Any custom development changes to the basic template site that are not Site Administrator configurable.


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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


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