Overview

• On your ShareVision site, you will find that when you select the Individuals Portal, a list of Individuals are displayed instead of the portal's landing page. This is how an Entity Listing Portal works.
  
  

PagePart Visibility

About

Not only will Entity Listing Portals display the information for the selected individual from the list that is displayed when you select the Individuals Portal, your ShareVision Administrator can set whether PageParts are displayed or hidden by configuring PagePart Visibility. 
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The table below identifies which Types of PageParts have the PagePart Visibility option in PagePart Settings. 

Type of PagePart	PagePart Visibility
Announcements
Calendar
Chart
Date Filter
Details
Documents
HTML
List
Slide Show

• Show For Selected Individuals

  in Selected Services

  • Set the PagePart PageParts to be displayed on displayed in the Page for Individuals in Selected Service(s) (Programs or ResidencesQuick Start Menu for selected Individual(s).

  • Use Case: If staff need to capture information for all Individuals only in specific Service(s) (Programs or Residences)track information that applies to only one or a few Individuals, the PagePart can be set to display for any Individual that is registered in the Selected Servicewill only be displayed for the selected Individual(s). 

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• Do Not Show For Selected Individuals

  • Set PageParts to be displayed in the Quick Start Menu hidden on the Page for selected Individual(s).

  • Use Case: If staff need to track information that applies to only most individuals except one or a few Individuals, the PagePart will only be displayed can be set to be hidden on the Page for the selected Individual(s) selected.   

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  Do Not

• Show

for

• For Individuals in Selected Services

  • Set the PagePart to be

hidden on

• • displayed on the Page for Individuals in Selected Service(s) (Programs or Residences).

  • Use Case: If staff

do not

• • need to capture information for all Individuals

registered in Selected Services

• • only in specific Service(s) (Programs or Residences), the PagePart can be set to

be hidden

• • display for any Individual that is registered in the Selected Service(s).

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• Do Not Show

  For

  for Individuals in Selected

  Individuals

  Services

  • Set PageParts PagePart to be hidden on the Page for selected IndividualIndividuals in Selected Service(s) (Programs or Residences).

  • Use Case: If staff do not need to track information that applies to most individuals except one or a few Individualscapture information for all Individuals registered in Selected Services (Programs or Residences), the PagePart can be set to be hidden on the Page for the Individualfor any Individual that is registered in the Selected Service(s) selected.  Image Removed

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• Filter Based on values selected in Choice, Lookup or Yes/No Fields on each Individual's Profile and/or Fact Sheet

  • Use Filters to display the PagePart for specified types of Individuals. You can filter for values that have been selected in Choice, Lookup or Yes/No Fields on each Individual's Profile and/or Fact Sheet.

  • Use Case: If there is a page for Individuals that have been diagnosed with diabetes, the PagePart can be set to be displayed for any active Individual where the Diabetes Diagnosis field on the Fact Sheet equals Yes.