A

Administrator View

An administrator view of a library that doesn’t filter records by Individual, program or residence. Library views can be created and modified by administrators; filter page views cannot. All Documents is the default, unfiltered document library view. All Items is the default, unfiltered  list view. Acess a library view by opening it from the All Site Content page.

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. Consequently, it is only available to Administrators who can see the Site Actions menu.

See the All Site Content page for more information.

Asset Management

List that stores agency, facility, or client assets, depending on the Details page it is associated with. For example, the Asset Management list on the Individual Details page tracks an Individual’s possessions. This list tracks asset type, purchase date and price, warranty, and more. Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

Attendance

List that tracks a program’s attendees and their participation. Found on Program Details links navigation bar.

C

Column

A field in a list or library. List/library columns are created directly within a list or library. They cannot be transferred or 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.

Content Types

Content types are usually related forms within a list or library. For example, the Incidents list has 3three content types: Critical Incidents/Serious Occurrences, Medical Incidents, and Staff Accident/Injury Report. Related forms have some fields in common and some unique fields. Sometimes content types are related by function rather than by topic. Document libraries, for instance, often have 2two content types: New Document; and New Folder.

Create: New Contact         

Link on the Contacts Tab navigation bar that launches a help wizard to guide users through adding a new person to their site.

Details links

Details links are the navigation bars for the Individual, Program, or Residence Details pages.

Document Libraries

Document libraries store related documents. For example, the document library Health and Safety Meeting Minutes is a place to store minutes documented for health and safety meetings. Each library contains its own set of documents that may be organized further into folders. All document libraries are stored in the Document Library section of the All Site Content page. Each link in this section is a separate library.

Document Library Toolbar

The full Document Library Toolbar appears in all document library views that are not filter page views.

Document libraries with a filtered view display a limited version of the toolbar.

Document Library Toolbar Actions Menu

Document Library Toolbar New Menu