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The purpose of archiving is to keep Lists that grow rapidly to a manageable size, reducing the page load times without permanently deleting historical data. Archival records cannot be used in reports or any other areas of your ShareVision site. Archives should also not be used as a backup of your data, but rather as a repository for old records.
Archiving Add-On
The Archiving Add-On aids the archiving process in your ShareVision site providing a simple tool that allows you to choose the list and the date period of data to capture, while giving the option to delete archived data from the list at the end of the process. The Archive tool will then replicate the list by creating a new list called “Archived- *List name*” in the Archived lists section of your ShareVision All Site Content page.
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See: Document File Management and Uploading
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How do I give a new staff member access to ShareVision?
Granting someone access to your ShareVision site is the basis of the security of the personal data stored on the site, and requires planning and understanding of the security model. There are several tools to assist with this to help make the management of site security more straight forward. All access is granted through the application of site permissions. To fully understand ShareVision security it is important to understand Site Permissions and how they are applied.
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See: View & Edit Groups By User
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How do I restrict users access to specific Supported Individuals they support?
There are two groups of settings you can use to restrict the access of staff users to specific Individuals; security permissions and the My Individuals QuickStart icon settings.
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See: Quickstart Menu, Navigation Bars & Icons v.3.5 & 3.7#QuickStartMenuIcons-Manage
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How do I restrict users access to specific Program(s) and/or Residence(s) the work at?
To restrict staff user access to specific Programs and Residences the Programs and Residences list item(s) permissions need to be configured (edited). There are two ways that this can be done;
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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 our Support Team through the Support Portal with as much description as possible and a Product Expert will contact you to discuss this further. |
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