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Once you’ve completed Training and have met with a Product Expert, this brings you to the first phase of your implementation: beginning to populating your Site with the necessary Services, Individuals, Lists, and Pages for your staff to complete their daily tasks. 

Route 1 - Previous Site

Determine if a bulk data import would be useful in populating your site.  If you have an existing site and can export information into Excel, we have a Data Migrator that allows you to load existing data.  For the Data Migrator to be successful, you will need to be able to match the columns and content in Excel with the list settings for each target list.  It’s possible to create staff logins and permissions, programs, individuals, etc. through this method. Data Import

Route 2 - No Previous Site

If you are not doing a bulk data import, creating your site will be a gradual process, and one that may take some consideration on where and how your data is stored on ShareVision. 

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If you’re finding that you’re unsure of where to start, you can feel free to use the below as a guide for populating your Site.

Data Order

Step

Task

Knowledge Base Article

1

Add your Administrator Users to your site so that all members of your implementation team have full access.

https://sharevision.atlassian.net/wiki/spaces/SVKB/pages/45257416/Adding+a+New+User?src=search

2

Create new Programs and Residences for all of your organization’s services.

Add a Program

Add a Residence

3

Add your supported Individuals

Add an Individual

4

Visit Configure Portal Settings on the Site Administration to begin to re-name and re-order your Site’s Pages and PageParts to match your naming conventions and desired layout.

Portals, Pages and Page Parts Overview

5

Create the Lists you require to capture the necessary information your organization will be storing on your ShareVision Site.

Forms - Create a New Form with the Add New ShareVision Basic Form Template

6

Decide where these Lists should be displayed on the front-end, and begin creating new Pages and/or PageParts to do so.

Pages: Set Up and Configuration

PageParts: Set Up and Configuration

7

Begin to establish your Site’s permissions, starting with your Programs and Residences.

Setup a new program or residence

8

Establish permissions for your supported Individuals.

Individual Wizard Permissions

9

Add individuals to programs

https://sharevision.atlassian.net/wiki/spaces/SVKB/pages/345341953/Add+an+individual+to+a+program+or+residence?src=search

10

Begin to consider your Reporting needs.

How to Request a New Report or an Edit of an Existing Report

If the above tasks seem daunting with the bandwidth you have, remember, your billable hours can be used to help with some of the heavy lifting of creating Lists, Pages, and PageParts and importing data. If you and your team are finding you don’t have the bandwidth necessary to get your site off the ground in the timeframe you’d like, this is another opportunity to utilize your billable hours.

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To give you an idea of what can be requested of the Product Expert Team, we’ve included a table below to act as a starting point.

Activity

Owner

Due date

Status

Notes

Status
titleNOT STARTED

Lists and Pages

Reports

Workflows and features

Training