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Example FAQ TEXT....

Example explanatory overview text

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

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

 Click here to expand...

ShareVision is an web application built for Social Support agencies to collate, track and report data on their activities and enterprise. ShareVision is built on the Microsoft SharePoint platform with ShareVision proprietary features, pages and enhancements. Users can access the agency ShareVision site through a browser and internet connection with login credentials.

The agency ShareVision Site Administrator can configure security via user permissions that allow staff users to access specific pieces of information, add new records, edit existing records or delete records. Data can be queried on screen and exported. Complex, frequently required queries can be custom developed into reports.

The focus of data collection is anchored mainly at two points; the Supported Individual  and the location, or Program or Residence, the support is offered. Electronic forms (items) collect data on either the Individual, Program or Residence or both. These forms are collected in tables (lists) for all Individuals and all Programs and Residences and are displayed in filter pages so that a user can view, add and edit forms filtered for a specific Individual or Location (Program or Residence).

ShareVision conveniently collects all these Filter Pages within Individual and Program or Residence 'portals' where all forms and documents say, for a specific Individual, can be accessed, new items added and existing ones edited. These 'portals' stat points are the Individual Details Page, Program Details Page and Residence Details Page. Each of these filter pages displays relevant data from multiple lists for that specific Individual, Program or Residence.





  1. SETUP  KB-12 - Getting issue details... STATUS Wahl

    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

  2. FORMS  KB-13 - Getting issue details... STATUS Lucas Santos

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

      1. There will be an overview in paragraph form with links to relevant pages.

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

      1. Content types
      2. Site Columns

QUERYING DATA  KB-14 - Getting issue details... STATUS Steve W (Unlicensed)
What kind of queries can I make of a list to return results on screen?

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You can make simple, single-list queries to view the results returned on screen. These on-screen queries can be exported to a file format, for example Microsoft Excel, to be manipulated outside of ShareVision. In the list-view of any selected list or library, an Administrator User or a Staff User with permitted security privileges can create a 'View'. This view can be configured with various parameters to perform and display the results of a simple query on the list data. Parameters include; filtering on values with and/or statements, grouping, sorting and basic math operations.

See: Create a New View

See: List/Library Settings - Views

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

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  1. ARCHIVING DATA  KB-15 - Getting issue details... STATUS Lucas Santos

    1. Why would I archive data on lists?

    2. Archiving Add-On
    3. Individual Data Export tool.
  2. DOCUMENT STORAGE (Document Libraries)  KB-16 - Getting issue details... STATUS Lucas Santos

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

  3. STAFF ACCESS and OTHER USER ACCESS  KB-17 - Getting issue details... STATUS Wahl

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

  4. SECURITY: LEVELS and PERMISSIONS to access specific information.  KB-5 - Getting issue details... STATUS Wahl

    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?

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

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