- 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 do I setup ShareVision for my Staff users to start completing forms?
- Input Basic data
- Input INDs
- incl photo onĀ Profile
- Input PRGs
- Input RESs
- Input INDs
- Create User accounts.
- Admin manually
- Get ShareVision to do at cost
- Setup Permissions/Security
- Input Basic data
- How do I setup ShareVision for my Staff users to start completing forms?
- FORMS
- How do I create a form for staff to complete?
- How do I create similar forms that share some fields that are the same?
- QUERYING DATA
- What kind of queries can I make of a list to return results on screen?
- How do I export the results of my query to use outside of ShareVision?
- ARCHIVING DATA
- Why would I archive data on lists?
- 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 the Supported Individuals they support?
- How do I give users access only to information related to the Program(s) and/or Residence(s) the work at?
- I can't configure the system to suit our process. Can we customize ShareVision for our unique needs?
General
Content
Integrations