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  1. CONCEPTS KB-11 - Getting issue details... STATUS     Steve W (Unlicensed)  

    1. How does ShareVision work? What are the main concepts of ShareVision?

      1. ShareVision is an application built on the SharePoint platform with proprietary features, pages and enhancements.

      2. Entities

      3. Main Pages

    2. Data Architecture Model.
  2. SETUP

    1. How do I setup ShareVision for my Staff users to start completing forms?

      1. Input Basic data

        1. Input INDs

          1. incl photo on Profile

        2. Input PRGs

        3. Input RESs

      2. Create User accounts.

        1. Admin manually

        2. Get ShareVision to do at cost

      3. Setup Permissions/Security

  3. FORMS

    1. How do I create a form for staff to complete?

    2. How do I create similar forms that share some fields that are the same?

      1. Content types
      2. Site Columns
  4. QUERYING DATA

    1. What kind of queries can I make of a list to return results on screen?

    2. How do I export the results of my query to use outside of ShareVision?

  5. ARCHIVING DATA

    1. Why would I archive data on lists?

    2. Archiving Add-On
    3. Individual Data Export tool.
  6. DOCUMENT STORAGE (Document Libraries)

    1. How do I create a Document Library for Staff to access, edit and upload files?

  7. STAFF ACCESS and OTHER USER ACCESS

    1. How do I give a new staff member access to ShareVision?

  8. SECURITY: LEVELS and PERMISSIONS to access specific information.

    1. How do I restrict users access to specific Supported Individuals they support?

    2. How do I restrict users access to specific Program(s) and/or Residence(s) the work at?

  9. I can't configure the system to suit our process. Can we customize ShareVision for our unique needs?

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