Table of Contents
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Overview
This knowledge base article provides you with everything you need to know about Pages on your ShareVision site.
‼️ Important Information about Pages
This knowledge base article provides specific information about Pages on your ShareVision site. It is important to note, however, that every page Page must have at least one Page Part. If a Page does not have a Page Part and the Page is viewed on your site, the page Page will display a warning message, as shown below.
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We recommend reviewing the Page Part knowledge base article after you have reviewed this article. |
\uD83D\uDCD8 Instructions
How to Access the Page Settings
Once you have developed a plan for your ShareVision site and have set up the forms, documents, and calendars that you will need on your site, you are ready to start setting up your pagesPages.
Login to ShareVision with a user account that has Site Administrator permissions.
Select (click on) your name in the upper right-hand corner
Select Site Administration on the menu that appears
The Site Administration Home page Page will be displayed. Select Portal Settings in the Site Settings section:
The existing portals Portals on your ShareVision site will appear on the Portal Settings page. Page
Pages are added to portalsthese Portals. You will need to must select the portal that Portal to which you would like to add a page toPage. In this example, we will add a page Page to the Clients portal.Portal
How to Add a New Page to a Portal
When a portal Portal is selected, the Add page Page button will be displayed in the upper right corner of Portal Settings for the selected portal. Portal
Select Add page. Page
Enter a Name for the page. Page
Select Create Page.
The page Page will be created. Once created, a Page Created message will appear in the bottom right corner.
New pages Pages are added under the portal’s Portal’s system heading. Please refer to the System Headings section of the Quick Start Menu Headings article for more details.
The page Page name is also listed at the top of the page Page settings.
Advanced Section: Adding a Page with a Custom URL
On your ShareVision site, you can add a page Page that is a hyperlink to another page Page on your site or to a website. When a portal Portal is selected, the Add page Page button will be displayed in the upper right corner of Portal Settings for the selected portalPortal.
Select Add page. Page
Enter a Name for the Page
When creating a new Page, you can have the option to select a Heading that you want the page to be published under.
The text you choose from the drop-down will appear as the Heading in the Quick Start Menu
Select Page Type drop-down and choose Custom URL
Enter or paste the URL for the page Page on your ShareVision site or the website you would like to create a link to in the Custom URL field.Next, select if when the user selects the page in the Quick Start menu, if the link should open on
Select the Page Type drop-down to select whether the link opens in a new tab or on the same tab.
(If you would like to hide this
Page, you can check the Hidden box
)
Select the Create Page button.
A Page Created message will appear in the bottom right.
New pages Pages are added under the portal’s Portal’s system heading. Please refer to the System Headings section of the Quick Start Menu Headings article for more details.
The page Page name is also listed at the top of the page Page settings.
Pages that have been setup set up with a Custom URL have a different page Page icon in Portal Settings:
Custom URL pages Pages do not have the option to add a Page Part to the page.
Page. Notice in this Page, you see the Create Page Part button available:
However, in the Custom URL Page we just made, this button is not available:
How to Edit an Existing Page to a Portal
Existing pages Pages on your site can be edited.
Select the portal where the page Portal that contains the Page you would like to edit is located.
Select the page Page you would like to edit.
The page Page settings will load for the selected page. Page
Page Settings
Whether your you are adding a new page Page or editing an existing one, you will need to be familiar with the Page Settings.
When a page Page in a portal Portal is selected, the page Page settings will be displayed. Page settings for the selected page Page are located on the right side of the Portal Settings:
Buttons to add items to your site or to the portalPortal. You can: Create Portal on your site or Add Heading or Page to the portal Portal or add a Page Part to the page. Page
View Page and ID links: Selecting either the View Page or ID link will open this Page in a new tab allowing you to view it.
Page Name: You can change the name of the page Page here.
Accessible on settings: See below for more details.
Hidden: If the check box is checked, the page Page will be hidden and no users will be able to access it. Note: If you are setting up a new page Page and it is not ready for your users yet or if you have added a new page Page and have not yet added any page Page parts to it, setting the page Page to hidden is recommended.
Page Permissions: See below for more details.
Listing Portal Page Settings: See below for more details. Note: This section will only be displayed for the Listing Portals on your site: Clients and Services. Refer to Portal Types in the Portals article for more information about listing portals.Portals
Delete pagePage: See below for more details.
Save Page: See below for more details.
System Messages on Pages
On some pagesPages, we have added information about the pagePage. This information provides details about the pagePage. For instance, some pages stock Pages created by ShareVision cannot be deleted, however, they can be hidden.
Accessible on
You can access your ShareVision site on cell phones, tablets and computers. As a Site Administrator, using the Accessible on settings, you can set which type types of devices users can use to access the Page.
If the checkbox below the device is checked, then the Page can be accessed on the device. When unchecked, the Page will not appear in the Quick Start menu if your ShareVision site is accessed on that type of device. If no device is checked (not accessible on any device), the Page will be hidden.
Remember to save the page.Save the Page
Permissions
You will set which roles/users can access the page Page in the Permissions area.
Roles listed on the left with the red background cannot access the portalPortal. Roles listed on the right with the green background can access the portal.Portal
To provide all roles with permissions to the Portal, select the double arrow in the header of the Do Not Have Access box.
All roles listed in the Do Not Have Access box will be moved to the Have Access box.
To provide access to only one or some roles, select the role(s) you would like to provide permissions to and then select the single arrow in the header of the Do Not Have Access box. Note: You can select more than one group by pressing the CTRL key and selecting the groups you would like to provide access to.
The selected role(s) will be moved to the Have Access box.
To remove access to the portal Portal from all roles, select the double arrow in the header of the Have Access box.
All roles listed in the Have Access box will be moved to the Do Not Have Access box.
To remove access from only one or some groups, select the group(s) you would like to remove access from and then select the single arrow in the header of the Have Access box.
Note: You can select more than one group by pressing the CTRL key and selecting the groups you would like to remove access from.
The selected role(s) will be moved to the Do Not Have Access box.
Remember to save the page.Save the Page
Listing Portal Page Settings
There are two listing portals Portals on your ShareVision site: Clients and Services. When From the Home Page, when any of these portals Portals are selected, these portals Portals will display a list of client or service names. When Then, when a name is selected, the details for the selected name (client or service) will be displayed.
The Listing Portal Page Settings are displayed for listing portals Portals only. These settings allow you to show or hide a page Page in the Quick Start menu depending on the Client or Service. The Listing Portal Page Settings are different for the Clients and Services portalsPortals.
Listing Portal Page Settings: Clients
On the Clients portalPortal, there are 4 options for the Listing Portal Page Settings:
Show for selected Clients: If your organization needs to track information for only some of your Clients, you can use this setting to display this page Page in the Quick Start menu for only those clients.
For example, you many need to record a daily risk assessment for some of your clients. By enabling this setting and then selecting which clients require that a daily risk assessment is completed, the page Page will only be displayed for the clients entered in the clients field that appears when this setting is enabled.Do not show for selected Clients: If, however, your organization needs to track information for most, but not all, of your clients, you can use this setting to hide this page Page in the Quick Start menu for the clients that do not need to have this information tracked.
For example, your site may have a form to track each client’s medications. If there are clients that have not been presscribed any medications, you can select this setting and then select which clients that are not taking medications. The page Page will be displayed for all clients except those selected in the clients field that appears when this setting is enabled.Show for selected Services: Your organization may need to track information for Clients registered in a Service. You can use this setting to display this page Page in the Quick Start menu for any client that is registered in the specified service(s). Note: More than one service can be selected. Note: More than one service can be selected.
For example, for any client living in a group home, your organization may need to track each client’s weight once per week. By selecting the group homes listed in the field, the form will only appear for clients that are registered in the group homes.Do not show for selected Services: Alternatively, there may be information that does not need to be tracked for clients thar are registered in one or more specified services. Note: More than one service can be selected.
For example, your site may have a form to track the food and fluid intake of each client. However, the food fluid intake only needs to be tracked for clients living in group homes. Your organization will not need to track this information for clients that only attend Lifeskills and/or the Online Book Club. By enabling this setting and selecting both Lifeskills and Online Book Club, the food fluid intake page Page will not be displayed for the clients who are registered in the selected service(s).
Listing Portal Page Settings: Services
On the Services portalPortal, there are 2 options for the Listing Portal Page Settings:
Show for selected Services: Your organization may need to track information for one or more Service(s) but not for all Services. You can use this setting to display the page Page in the Quick Start menu for any service where this information needs to be collected. Note: More than one service can be selected.
For example, your organization may have two group homes and the smoke alarms need to be tested monthly in each home. You can add a page Page to the Services portal Portal to track the monthly smoke alarm testing. By enabling this setting and then selecting both group homes in the Services field that appears, the page Page will only be displayed for the two group homes.
Do not show for selected Services: Alternatively, there may be information that needs to be tracked for most, but not all, services.
For example, all services in your organization may need to complete a monthly emergency response drill. There may be one service that is only offered online and this service does not need to do a monthly emergency response drill. You can add a page Page to the Services portal Portal to track the monthly emergency response drills. By enablingh enabling this setting and then selecting the online program in the Services field that appears, the monthly emergency response drill page Page will be displayed for all Services except the one that is offered online.
After you have configured the page Page settings, remember to save the pagePage.
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For both the Clients and Services portalsPortals, if no Listing Portal Page Settings are configured, the page Page will be displayed for all Clients or all Services. |
Saving a Page
To save the changes, scroll down on the Page settings (right-hand sizeside) and select Save Page.
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If you navigate away from the Page Settings without first selecting the Save Page button, the changes will not be saved. |
Deleting a Page
While most pages Pages on your site can be deleted, system pages Pages cannot. System pages Pages will have a message at the top of the page Page settings and these pages Pages do not have a Delete Page button.
When a page Page is deleted, all page Page parts on the page Page are deleted at the same time. Deleted pages Pages including the page Page parts on the deleted page Page will be moved to the Recycle Bin.
To delete a pagePage, select the page Page on a portal Portal you would like to delete
On the right side of the page Page settings, scroll down and select Delete pagePage
A window will appear asking you to confirm the deletion. All page Page parts that will be deleted when the page Page is deleted will be listed.
Select OK to confirm the deletion and the page Page and page Page parts will be deleted. To cancel the deletion, select cancel. If you select OK, the page Page will be deleted and a Page Deleted message will appear in the bottom right of the portal Portal settings.
