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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;
Basic setup requires six (6) steps;
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Import/entering data: Individual data required by the system.
Import/entering data: Program and Residence data required by the system.
Import/creating data: User Accounts for each staff member.
Security setup: creating user groups and adding User Accounts as members of these security groups.
Security setup: asserting permissions for which groups/User Accounts can view and access Programs and Residences.
Security setup: asserting permissions for which groups/User Accounts can view and access Supported Individuals.
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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.
In these requirements and others, your assigned Product Expert will guide you in this implementation project. |
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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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