- CONCEPTS
- Basic Concepts of ShareVision.
- ShareVision is an application built on the SharePoint platform with proprietary features, pages and enhancements.
- Entities
- Main Pages
- Data Architecture Model.
- Basic Concepts of ShareVision.
- SETUP
- How to setup to roll out.
- Input INDs
- incl photo onĀ Profile
- Input PRGs
- Input RESs
- Input INDs
- How to setup to roll out.
- FORMS
- Create a form for staff to complete.
- Create similar forms for staff to complete.
- QUERYING DATA
- Ad hoc querying of lists (views)
- Edit in Datasheet
- Export views
- ARCHIVING DATA
- Archiving Add-On
- Individual Data Export tool.
- DOCUMENT STORAGE (Document Libraries)
- How do I create a Document Library for Staff to access, edit and upload files
- STAFF ACCESS and OTHER USER ACCESS
- How do I give a new staff member access to ShareVision?
- SECURITY: LEVELS and PERMISSIONS to access specific information.
- How do I give users access only to information related to their roles and the Supported Individuals they support?
- I can't configure the system to suit our process. Can we customize ShareVision for our unique needs?
General
Content
Integrations