Applies To Version(s): 4
Overview
Requirements/Dependencies
- (to be updated)
About
The Goals and Progress page
How-to
Login to ShareVision with a user account that has Site Administrator permissions.
- Select the Programs Portal
Click the New Program button at the top of the PagePart
- A page will appear where the new program information can be filled in. Anything with a red asterisk* is required, the rest is optional. Once the program information has been entered, press Save.
- Once the program information has been saved, the new program will appear in the Programs list. There are a few important steps to take before adding individuals to the program: creating a new Security Group, set up the Program and Residence Security Manager, as well as the Individual Wizard Permissions.
Create a Security Group for the program
- Login to ShareVision with a user account that has Site Administrator permissions
- Select the gear in the upper right hand corner and then select Site Administration:
- When prompted, enter your ShareVision Administrator username and password and select Sign In.
- In Site Administration, select Add a New Group in the Employees and Security section:
- Enter the group name, we recommend that the name be 'GRP - name of program or residence' . i.e. GRP Group Therapy)
- At the Give Group Permission to This Site section, DO NOT select any of the permission options. Leave this section unticked.
- Click Create
Now that the Security Group has been created, users need to be added to the group
- In Site Administration, select View and Edit Groups for an Employee in the Employees and Security section
- Add the users who should have access to the Program to the newly created security group
Next, the Program and Residence Security Manager needs to be set up
- Select the gear in the upper right hand corner and then select Site Administration:
- When prompted, enter your ShareVision Administrator username and password and select Sign In.
- In Site Administration, select Security Manager: Services in the Employees and Security section
- Select the new Program
- Select the Group created earlier for the program
- Select the permission level for the group (AddEdit, Delete, Read, Edit Only, or List Creation)
- Click the Add Selected Groups and Permissions to the Items Specified Below button
The final step in creating a program is setting up the Individual Wizard Permissions. Individual Wizard Permissions is where a site administrator can set the default permissions for each individuals profile as they are added to a program or residence