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Import/entering data: Individual data required by the system.
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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.
Individual data can be created manually by a Site Administrator. However, when first setting up ShareVision this may be not efficient for the Site Administrator and they can instruct ShareVision to bulk import data. Please discuss this with your Product Expert. If you are electing to manually create the Individuals you support, please ensure that the /wiki/spaces/PROD/pages/35487853list has been configured before you start. |
The most basic required data for Individuals within the system is one record in the the People list (the Individual's name) and one record in the Profiles list (defines them as an Individual). These two records will ensure the Individual's name is displayed to click on and view the Individual's own Individuals Details page. An Individual's demographic details are stored on the Fact Sheet list. An Individual can be manually created through use of the Contact Manager feature which will create these three (3) records in sequence.
See also: Contact Manager v.3.7
Import/entering data: Program and Residence data required by the system.
The records (items) on the Programs and Residences list display your program and residence locations, giving each one a Program Details page or Residence Details page. Once Programs and Residences are entities within the system, Individuals can be added to them as 'participating' in the program or living at the residence by a record created on the Program History list (If manually entering Individuals via the Contact Manager, the Program History form will be presented for you during the 'Add Individual' process).
A Site Administrator can bulk enter items on the Programs and Residences list by the Data Sheet Mode Of that list. In the most basic setup, all that is needed is the names of the locations. Also, ShareVision can be tasked to bulk import this data.
Import/creating data: User Accounts for each staff member.
Site Administrators can manually create User Accounts with the Contact Manager feature. Also, the SIte Administrator can task ShareVision to bulk create all accounts.
Security setup: creating user groups and adding User Accounts as members of these security groups.
Site Administrators can create User Security groups that may apply to a role (e.g. 'Supervisors') or location (Program or Residence) for use later in the setup to limit/manage what a user may view, edit and delete.
**STEVE: this needs a link to a page re User Groups.
Security setup: asserting permissions for which groups/User Accounts can view and access Programs and Residences.
Security permissions can be configured and are recommended where staff users will only view and access the Programs or Residences where the work. Granting these permissions will display the Program or Residence name(s) on the 'My Programs/Residences' page for the correct users to click through to the location Program Details page or Residence Details page.
See: Security Manager (Programs and Residences section)
See: How to setup Security for Programs and Residences
Security setup: asserting permissions for which groups/User Accounts can view and access Supported Individuals.
Setting up permissions for users in regards to Individuals will display Individuals' names and give access to the Individual Details Page(s) for the correct users. The Individual Wizard Permissions list mentioned above is where you can configure permissions rules to be applied to a new Individual when the Individual is created manually with the Contact Manager.
When Individuals have been created within ShareVision either before the Individual Wizard Permissions list has been configured or ShareVision has bulk imported the Individuals' data to create them, then you will need to manually configure permissions using the Security Manager: Supported Individuals Profiles tool.
See: Security Manager
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While the above describes the most basic setup, their maybe there may be other requirements that your organization have has for when the site goes live for your staff to use. These requirements may include and be extra to below;
In these requirements and others, your assigned Product Expert will guide you in this implementation project. |
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