COVID-19: Displaying Centralized Information in ShareVision

The information below describes ways of doing this by configuration in different versions of ShareVision.

ShareVision v4, v4 Essentials

Two Options;

1. See Create a COVID-19 Service below (recommended)

   1. Now;

      • Program/Residence Announcements can be made only for this Service.

      • Program or Residence Document library will create a "COVID-19 INFO" sub-folder.

      • The Communication Log Add-On (if installed) will have COVID-19 INFO only related postings to track any compliance recording if required.

      • The Email Alert Manager (EAM) can be used to send an alert to be sent to all/specific users. The EAM can be setup using, for example;

        • [Announcements - Program and Residences] list,

        • Content Type = "Announcement",

        • Alert On = New Item,

        • Field = "Program",

        • Field Value = Specific Value "COVID-19 INFO"

2. Create a Portal(PT) with pages(PG) and page-parts(PP) that allow publishing and displaying or relevant information. EAM alerts can be configured to alert groups of users to new information being posted or changed.

   1. Now;

      • The Email Alert Manager (EAM) can be used to send an alert to be sent to all/specific users.

Add a list/library only for COVID-19 info usage

1. Login > Site Administration > Add new list.

2. Create links lists, library(s) and/or forms as required.

Add 'front-end' User Site access

1. Create a COVID-19 or appropriately named Portal:

   1. Site Administration > Configure Portal Settings > New Portal

2. Create further pages if need be for different page-parts (perhaps there are some forms/information only for particular groups of users).

3. Create page-parts for doc libraries and forms.

ShareVision v3.7, v3.7 Essentials + v3, v3.5 that have the Filter-Page-Wizard (FPW) Add-On

(about 1.5hrs Administrator time)

In essence, create a new Service (Program or Residence) with new FPW pages to post/display information.

Announcements can be used, as of the Communication Log and new lists/forms created specially and display via the FPW. If your ShareVision app has the EAM installed then alerts can be created for new information being posted and/or changed.

Create a COVID-19 'Service'

1. Site Actions > View All Site Content > (lists) Program and Residences. Add a new item (service) named "COVID-19 INFO" or your own title.

Now;

• Program/Residence Announcements can be made only for this Service.

• Program or Residence Document library will create a "COVID-19 INFO" sub-folder.

• The Communication Log Add-On (if installed) will have COVID-19 INFO only related postings to track any compliance recording if required.

• IF the Email Alert Manager Add-On is installed, then an alert to be sent to all users could be setup, for example;

  • [Announcements - Program and Residences] list,

  • Content Type = "Announcement",

  • Alert On = New Item, Field = "Program",

  • Field Value = Specific Value "COVID-19 INFO"

COVID-19 Content

1. You can create a list (ensure it has a column 'Program or Residence')

   1. Navigate to: Site Actions > Create Content > _NEW LIST TEMPLATE:

2. Create a Program or Residence Filter Page Wizard ((list) > Settings > List Settings > Filter this List) page only displaying for the selected "COVID-19 INFO" (or your title) service.

Any existing forms you are using related to COVID-19 can also be displayed by going to Site Actions > Site Settings > Filtered Lists and editing the existing filter page settings to either display also in the new Service or only in the new Service.

Giving Access to Staff/Users

1. Navigate to:

   1. Site Actions > Site Settings > Security Manager: Programs and Residences.

2. Enable the new service to be accessed by all appropriate user groups.