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1. Welcome to ShareVision Slide-deck
Prior to your first official meeting Following your ShareVision Welcome Meeting with the ShareVision Customer Success team, you should your Primary ShareVision Administrator will have received an email containing an important slide-deck. This deck contains with 2 attachments: Welcome Meeting Presentation and the Welcome Document. These documents provide a fantastic refresher on the first steps of your onboarding process. Here you can find how to:
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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. This may
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
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
5
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. | |
3 | Add your supported Individuals | |
4 |
Determine if a bulk data import would be useful in populating your site
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. |
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. |
7 | Begin to establish your Site’s permissions, starting with your Programs and Residences. |
8 | Establish permissions for your supported Individuals. | |
9 | Add individuals to programs | |
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 | ||||
|---|---|---|---|---|---|---|---|---|
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Lists and Pages | ||||||||
Reports | ||||||||
Workflows and features | ||||||||
Training | ||||||||