Individual Listing Portal: Pages

Owned by Lisa Barnett
Last updated: Nov 16, 2022 by Support Desk
3 min read


Overview

  • On your ShareVision site, you will find that when you select the Individuals Portal, a list of Individuals are displayed instead of the portal's landing page. This is how a Listing Portal works.

To add a Listing Portal to your ShareVision site, please contact experts@sharevision.ca. 


Requirements/Dependencies

Before working on pages on your ShareVision site, you will need to

  • Login with ShareVision Administrator permissions 
  • Have set up some lists and libraries in Site Administration
  • Have an Individual Listing Portal. Note: Your ShareVision site comes with this Portal. 
  • Have developed a plan for the information will need to be made available to your ShareVision users (i.e. Consider what pages you will need for the portals on your site, what type of information will be included on each page and who should have access to each page) 

Pages: Advanced Options

About

Not only will Listing Portals display the information for the selected individual from the list that is displayed when you select the Individuals Portal, your ShareVision Administrator can set whether pages are displayed or hidden by configuring the Advanced Options in Manage QuickStart. To access these Advanced Options for Pages, select the Manage QuickStart button in the Portal Settings for the Individuals Portal. 

  • Show for Selected Individuals

    • Set pages to be displayed in the Quick Start Menu for selected Individual(s).

    • Use Case: If staff need to track information that applies to only one or a few Individuals, a Page with a PagePart for the list where the information will be tracked can be created. Then, using this option, the Page can be set to be displayed in the Quick Start Menu only for Individuals selected. 



  • Do Not Show for selected Individuals

    • Set pages to be hidden in the Quick Start Menu for selected Individual(s).

    • Use Case: If staff need to track information that applies to most individuals except one or a few Individuals, a Page with a PagePart for the list where the information will be tracked can be created. Then, using this option, the Page can be set to be hidden in the Quick Start Menu only for the Individual(s) selected.  



  • Show for selected Services

    • Set pages to be displayed in the Quick Start Menu for Individuals in Selected Service(s) (Programs or Residences).

    • Use Case: If staff need to capture information for all Individuals in specific Service(s) (Programs or Residences), the Page can be set to display for any Individual that is registered in the Selected Service(s).



  • Do Not Show for Selected Services 

    • Set pages to be hidden in the Quick Start Menu for Individuals in Selected Service(s) (Programs or Residences).

    • Use Case: If staff do not need to capture information for all Individuals registered in Selected Services (Programs or Residences), the Page can be set to be hidden for any Individual that is registered in the Selected Service(s).



  • Filter Based on values selected in Choice, Lookup or Yes/No Fields on each Individual's Profile and/or Fact Sheet

    • Use Filters to display the page for specified types of Individuals. You can filter for values that have been selected in Choice, Lookup or Yes/No Fields on each Individual's Profile and/or Fact Sheet.

    • Use Case: If there is a page for Individuals that have been diagnosed with diabetes, the page can be set to be displayed for any Individual where the Diabetes Diagnosis field on the Fact Sheet equals Yes. 





See Also

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