Glossary Page
A
Accessibility Checklist
A list included in a ShareVision site. Links are setup on the Program Details Links and Residence Details Links lists for front-end users to access.
Accreditation
A Document Library included in a ShareVision site.
Add New Contact
v3.7 Link found on the Managers Portal QuickLaunch/QuickStart or by clicking the Contact Manager icon on the QuickStart menu that loads the Contact Manager’s New Contact Wizard. The wizard leads users through the steps of adding different types of contacts (people engaged and in contact with your agency).
Add New Individual
v3-v3.5 Link on the Managers Portal QuickLaunch/QuickStart that loads the Contact Manager New Contact Wizard. The wizard leads users through the steps of adding an Individual. This link is not visible to users who have not been granted permissions to access the Contact Manager.
Add New Program
Link on the Managers Portal QuickLaunch/QuickStart that loads the Programs: New Item form. Once saved, this completed form adds a new program to the Programs and Residences list. This link will not be visible to users who do not have permission to view the New Item form for the Programs and Residences list.
Add New Residence
Link on the Managers Portal QuickLaunch/QuickStart that loads the Residences: New Item form. Once saved, this completed form adds a new residence to the Programs and Residences list. This link will not be visible to users who do not have permission to view the New Item form for the Programs and Residences list.
Administrator View
Accessed by Site Actions> View All Site Content and clicking on a library or list name, an administrator view of a list or library does not filter records by Individual, Program or Residence and can display all items on that library or list. Library views can be created and modified by administrators; filter-page views cannot. The 'All Documents' view is the default, unfiltered document library view; 'All Items' is the default, unfiltered list view.
Alerts
These are email notifications of form creation and edits. A ShareVision site can have Site Administrator or User configured SharePoint Alerts, Custom Alerts coded/configured by a developer and/or Email Alert Manager Add-On Alerts. Alerts can be setup on a list, document library or items. For Custom Alerts multi-layered conditions can be coded to trigger an email to a recipient or group of recipients. The Email Alert Manager Add-On is a powerful improvement on the capabilities of the SharePoint Alerts.
All Items
A list view displaying all records created for all Individuals, all programs or all residences. Document libraries have an 'All Documents' view.
All Site Content
An index of all your site's lists and libraries. All Site Content is accessed through the Site Actions menu in the ShareVision Website Header. It is only available to Site Administrators who can access the Site Actions menu.
See the All Site Content page for more information.
Asset Management
A list included in a ShareVision site. Found in the Programs Details links, the Residence Details links, and the Individual Details links lists.
Attendance
A list included in a ShareVision site which enables functionality to take a daily attendance of Individuals participating within a Program.
B
Board Site
The optional Board Site is a ShareVision sub-site with its own settings and administrator functions. It can have its own unique permissions. It is a designated space for online meeting and collaboration of active Board members.
Breadcrumbs
Navigation links that show users where they are in the site relative to the Home page.
C
Column
A field in a list or library (which are displayed to users in forms). List/library columns are created directly within a list or library and cannot be used elsewhere. Site columns are column templates created and stored at the site level for use in multiple lists and libraries. There are many column types including date and time columns, calculated columns, text columns, etc. See List/Library Settings – Columns.
Compliance Links
List that stores links to Web pages providing surveyors with evidence of standards compliance.
Compliance Documents
A document library to store compliance documentation.
Contact Manager
A set of tools/pages to manage contacts for Individuals or the agency. Allows for searching existing contacts or organizations and, optionally, adding new contacts or managing relationships. See Contact Manager guide.
Contact Manager: Find Organizations
Link on the Contacts Manager QuickLaunch/QuickStart that loads a Search page to display Organizations that have been entered into ShareVision. Note: in v3 this link displays a view of all external organizations stored in ShareVision.
Contact Manager: Find People
Link on the Contacts Manager QuickLaunch/QuickStart that loads a Search page to display People that have been entered into ShareVision. Note: in v3 this link displays a view of all stored contacts with profiles. Visit the People list to see all contacts.
Contact Manager: Find Staff
Link on the Contact Manager QuickLaunch/QuickStart that loads a Search page to display Users (accounts) that have been entered into ShareVision. Note: in v3 this link displays a view of all items on the Employee Information list.
Contact Manager: New Contact
v3-v3.5 link on the Contacts Tab QuickLaunch/QuickStart that launches a help wizard to guide users through adding a new person to their site.
Contact Manager: New Organization
v3-v3.5 link on the Contacts Tab QuickLaunch/QuickStart that launches a wizard, which leads users through the steps of adding a new organization to the list of contacts.
Contact Manager: New Staff
v3-v3.5 link on the Contacts Tab QuickLaunch/QuickStart that loads the Create a New User page.Contact
Contacts (Individual Details Link)
A page that displays contacts related to a supported Individual. These relationships are items on the Relationships list. See also, Contact Manager.
Content Type
Content types are forms of a list or library. For example, the Incidents list has three (3) content types: Critical Incidents, Medication Incidents, and Staff Accident or Injury Report. Content Types of the same list or library can have columns in common and columns unique to a content type.
Critical Incident
A Content Type on the Incidents list used to track critical incidents for Individuals. Found in the Programs Details links, the Residence Details links, and the Individual Details links lists. (see Incidents, Medication Incidents, Staff Accident or Injury Report)
D
Daily Journal
A list that stores notes about an Individual. Found in the Individual Details links list.
Datasheet
A view of a list that resembles a spreadsheet which allows bulk editing of data. Note: not all column types may be edited using datasheet view; Datasheet mode is only available in Internet Explorer.
Details Links
Text hyperlinks to related pages and are found on the QuickLaunch/QuickStarts for the Individual, Program, or Residence Details pages. These hyperlinks are found in the QuickStart - Individual Details Links, QuickStart - Program Details Links, and the QuickStart - Residence Details Links lists.
Discussion Boards
Displays and functionality for threaded communication posts between users. Create via Site Actions > Create.
Document Library
Repository of documents. Libraries can have descending levels of subfolders to organize documents/files. All document libraries are displayed by navigating to Site Actions > View All Site Content.
Document Library: Toolbar
The full Document Library Toolbar appears in all document library views. A toolbar will not appear in filter-page views.
Document Library: Toolbar: Actions Menu
Document Library: Toolbar: New Menu
Document Library: Toolbar: Settings Menu
Document Library Settings is a menu item to configuration settings of the operation and structure of a library. Navigate to Site Actions > View All Site Content > (library) > Settings > Document Library Settings.
Document Library: Toolbar: Upload Menu
E
Email Alert Manager
A ShareVision Add-On that controls/manages notifications sent to users and non-user email accounts. These email alerts are based on changes to lists on the ShareVision site (e.g., supervisors need to know when a Critical Incident is added or updated). See the Email Alert Manager User Guide.
Emergency Response Drill
A list included in a ShareVision site. Links are setup on the Program Details Links and Residence Details Links lists for front-end users to access.
Employee Information (v3, v3.5)
List that stores employee profiles. Navigate to Site Actions > All Site Content page > (Lists section) and accessed by users through the HR tab. Note: v3.7 - this list is named Profiles - Users.
Employment Plan
A list included in a ShareVision site which is intended as a template for managing supported Individuals employment tracking. This is found in the Individuals Details Links list.
F
Fact Sheet
A list included in a ShareVision site which is intended as a template for identifying supported Individuals demographic information. This list and the Individual’s Profiles form the main source of a supported Individual’s personal details. Data from this form/list are used in the Missing Person Poster. The Fact Sheet is found in the Individuals Details Links list.
Fact Sheet Webpart
This Webpart displays key data found in an Individual's Fact Sheet. It is also commonly called Individual's Information. Your organization may use a different name that matches its terminology.
Filter Page
A page that displays a filtered view of a list showing only the records for one Individual, Program, or Residence for staff.
Filter Page Wizard
A tool for creating a filtered view page of a list which only displays records for one Individual, Program, or Residence depending on the Filter Page options selected. See the Filter Page Wizard guide.
Filtered Lists
A page that displays all pages created by the Filter Page Wizard. Navigate to Site Actions > Site Settings > (Galleries) Filtered Lists.
G
Galleries
An administrative link to Site Columns, Site Content Types, List Templates, and Filtered Lists. Navigate to Site Actions > Site Settings > Galleries
General Email (v3 & v3.5)
Enables bulk emailing directly from your ShareVision site. A filtered view showing contacts determined by columns within the Profiles list.
Goals & Progress
Link on the Individual Details Links QuickLaunch/QuickStart to a filter page that displays an Individual’s active goals, goal details, and associated progress notes. Goals are stored in the Individuals Goals list. Progress notes against each goal are stored in the Individuals Goal Progress list.
H
Health and Safety Meeting Minutes
A document library for storing health and safety meeting minutes and related documents or files.
I
Individual Exit Checklist
List that serves as a checklist for the process of discharging an Individual from service. Found on the Individual Details links QuickLaunch/QuickStart.
Individual Profile Web Part
This Web part displays contact information from the Profile for a supported Individual. Photos uploaded to an Individual's profile will be displayed above their contact details. The View/Edit Full Profile link enables users to view the full profile and edit profile information. Some organizations choose to disable or remove this link.
Individual Information
v3. See Fact Sheet
Individual's Schedule
This Web part provides a quick summary of upcoming events for this Individual.
To see the Individual's events on the calendar, click on My Schedule.
Individuals Web Part
This Program Details Page or Residence Details Page Web part displays Individuals assigned to a program or residence. Clicking on an Individual's name loads their Individuals Details Page.
Inheritance
A term used in relation to Security Permissions. By default, newly created lists and document libraries inherit security settings from the Site Permissions. Lists and libraries pass their security settings down to the items they contain for Individuals, programs and residences. In descending levels of granularity, security Permissions are inherited Parent > Child > Grandchild. Specifically inheritance is passed from Site Level > List/Library > Item. This default application of security settings is known as inheritance.
Item
A record within a list or document library. An item is comparable to a row in a table. Also described as a form which a user can add an item, edit data of an existing item and if permitted, delete items. An item has system data which is always saved along with data in columns. This system data logs which user account created or modified an item and when.
Item: Menu
A drop down menu giving access to actions a user can perform on that item. The same menu will also be displayed on the item form or content type as an item toolbar.
Item: Menu: Document Folder or File Items
A drop down menu giving access to actions a user can perform on a Document Library folder or file item.
Item: Menu: List Items
A drop down menu giving access to actions a user can perform on that item. The same menu will also be displayed on the item form or content type as an item toolbar.
Item: Toolbar
A menu at the top of the item form or content type giving access to actions a user can perform on that item. The same menu will also be displayed as an item menu.
Item: Toolbar: Documents
An Item Toolbar menu displayed at the top of an Item form (content type). Open an item to access this toolbar by clicking the 'View' link of an item within a list. The same menu will also be displayed as an item menu.
Item: Toolbar: (List) Items
An Item Toolbar menu displayed at the top of an Item form (content type). Open an item to access this toolbar by clicking the 'View' link of an item within a list. The same menu will also be displayed as an item menu.
J
Job Descriptions
Document library that stores job descriptions, sorted by program or by residence. Found on the Employee Services Portal QuickLaunch/QuickStart.
Job Postings
Document library that stores job postings in electronic file formats: Word, Excel or PDF. Found on the Employee Services Portal QuickLaunch/QuickStart.
K
Key Registry
List that stores information about signed-out keys associated with a program or residence. Found on the Programs Details links, the Residence Details links, and Individual Details links QuickLaunch/QuickStarts.
L
Library
A repository for files. See Document Library, Picture Library.
Library: View
A site administrator (or permitted user via permissions settings) page of a document library where controls allow users to display a view of the results of a query. This view can be configured to filter, sort, group and perform basic math operations to display a range of query-matching items. 'All Documents' is the default, unfiltered document library view. Access a library view by opening a document library from the View All Site Content page.
Limited Access
Limited Access is not a permission level in itself. Limited Access indicates that a user or group has been added to the site but has not been granted access to an element below the site/list/item where 'Limited Access' is displayed, because inheritance has been broken and unique permission applied. Limited Access would better be described as "no" or "restricted" access to the related item(s). Limited Access will most often be seen where an item or list has had permission inheritance broken and you are viewing permissions at a higher, related level of the site. For example, a user or group may have permission to the parent list but not the item itself; on the parent list the user or group could show they have "Edit - No Delete" permission to the list, and "Limited Access" (Limited Access is referring to the the fact that at least one item in the list has unique permissions and the user or group does not have permission to that item (or items).
Links List
List storing links displayed on the Home Page in the 'Links' webpart. Navigate to the All Site Content page, Lists section.
List
A 'container' of Items. In ShareVision, a list collects data for the same electronic form/s (content types). Comparable to a Table, where the items are a row each. A List stores data that can be edited within the system by a user. There are many lists within ShareVision - User Created Lists and System Configuration Lists.
List: Settings
A list menu item to configure settings of the operation and structure of a list. Navigate to Site Actions > View All Site Content > (list) > Settings > List Settings.
List: Item
See Item.
List: Toolbar
Access to operations and settings of the list. This toolbar is not displayed in a Filter Page for staff users to access the list (form). It is displayed when the list view is visited and not a filter page displaying the list data.
List: Toolbar: Actions Menu
List: Toolbar: New
List: Toolbar: Setting
List: View
A site administrator (or permitted user via permissions settings) page of a List where controls allow users to display a view of the results of a query. This view can be configured to filter, sort, group and perform basic math operations to display a range of query-matching items. 'All Items' is the default, unfiltered List view. Access a library view by opening a list from the View All Site Content page.