Scenarios

ShareVision does plenty of things straight out-of-the-box, but of course it's important to customize and tweak elements of your site to make sure it works exactly for your organization's needs. We've received requests to post some real-world examples that walk you through certain common activities, beyond the various how-to's that are already here on the Help site. To that end, below you'll find a list of various scenarios that have been known to arise.

We're always adding to this page, but if you're looking for something specific that isn't here, contact us using the Feedback form (if applicable) or contacting the ShareVision Training department at training@sharevision.ca. Of course, if you're running into troubles, don't hesitate to contact ShareVision Support.

Title	Creator	Modified
How to add a filter tool to a filter page wizard page	Justin Mwakule	Mar 21, 2019
How to set up case management	Justin Mwakule	Dec 13, 2018
How to change the Permissions on the QuickStart - Icons	Brittany Hunter	Jul 18, 2018
How to remove a user from a group	Brittany Hunter	Jul 09, 2018
How to use the Employee Shift Schedule	Brittany Hunter	Jul 05, 2018
How to update Quickstart Individual Details Links	Brittany Hunter	Jun 18, 2018
How to continue creating a new user when error 'Username is already taken" is displayed	Brittany Hunter	Jun 01, 2018
How to Print a report as a PDF	Brittany Hunter	May 30, 2018
Add an Individual from the Contact Manager Using Add to Program or Residence Link	Liz Griffin	Apr 05, 2018
Using MS POWERPOINT files in Training Content Manager (TCM) SECTION CONTENT	Steve W	Oct 19, 2017
How to clear the cache of a browser	Lucas Santos	May 08, 2017
How to Create a New Form for Users	Support Desk	Dec 20, 2016
Connect to Outlook	Liz Griffin	Dec 20, 2016
Add an Individual to a Program or Residence Using Program History	Liz Griffin	Dec 20, 2016
Rename the My Documents Folder for a Supported Individual	Liz Griffin	Dec 20, 2016
What to Do When Someone Leaves Your Organization	Liz Griffin	Dec 16, 2016
Troubleshooting Basic Issues	Dion Le Roux	Dec 16, 2016
One of My Users Can't Log In	Liz Griffin	Dec 16, 2016
Login to the ShareVision Mobile App	Liz Griffin	Dec 16, 2016
How to Set Up Security for a New Program or Residence	Liz Griffin	Dec 16, 2016
How to Enable Compatibility Mode	Liz Griffin	Dec 16, 2016
How to Check Your Version of Internet Explorer	Liz Griffin	Dec 16, 2016
How to Change a Field from Choice to Lookup Without Data Loss (or Custom Coding)	Liz Griffin	Dec 16, 2016
How to Change a 'Type' Without Data Loss (or Custom Coding)	Liz Griffin	Dec 16, 2016
Add/Edit/Delete Goal Progress Through the ShareVision Mobile App	Liz Griffin	Dec 16, 2016
Add/Edit/Delete a Daily Journal Entry to the ShareVision Mobile App	Liz Griffin	Dec 16, 2016
Make Your Version of Office SharePoint Compatible	Liz Griffin	Sept 30, 2016

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