Add/Edit/Delete Records
- Liz Griffin (Unlicensed)
Applies To Version(s): 3, 3.5 & 3.7
This information outlines the general process of adding, editing, and deleting records.
Exceptions:
Individual profiles
programs/residences
staff and contacts
goals/progress
program history
Staff Access (for Users with No Delete Permissions)
- From your ShareVision Home page, go directly to the page where your list is located (likely on any one of the Individual/Program/Residence Details pages).
- Find the list in the Details links and click to open it.
- Choose:
- Add new item: Click add new item to load a new form. Complete the form, ensuring all required fields (marked with a red asterisk) are filled in. Click OK to save a new record. Note: Pages time out if they are not saved within 30 minutes. If this happens, you will need to reload the new form and start over.
- Edit a record: Locate your record in the list. Click Edit item in the List toolbar. Make your changes and click OK to save.
Administrator Access
- Open the list from the All Site Content page.
- Choose:
Add a new item: Click New on the List Toolbar to load a new blank form. You may need to select a content type. Fill in the fields and click OK to save.
Edit a new record or calendar item: Click View for the item you'd like to edit. Click Edit Item in the List Toolbar. Make your changes and click OK to save. Note: pages time out if they are not saved within 30 minutes. Any data entered will not be saved. If this happens, you will need to reload the new form and start over.
Delete items: Click on the item you'd like to delete. Click Delete Item in the List Toolbar. Click OK in the dialogue box to confirm that you want to delete this item.