ShareVision Training

The program is two courses that are 1 hour each.

The Staff Training Program is for agencies preparing to roll out their site, for those who want to give senior staff an opportunity to refresh their ShareVision skills, or for those bringing on new staff. Our program gives participants the knowledge and ability to work confidently and efficiently in ShareVision. It is completed over 2 sessions, immersing participants in a comprehensive orientation to key areas of ShareVision they’ll spend the most time in. Staff learn how to log on to ShareVision and become aware of common login issues. They are introduced to the layout of ShareVision content and how to locate information and get help. Trainers explain the difference between lists and libraries, between list columns and filtered views, and demonstrate how to add and edit records. Staff are exposed to the variety of forms and libraries they will use and have an opportunity to apply what they’ve learned in a short quiz.

Discover the potential of the ShareVision Contact Manager! Get tips on adding and searching contacts and organizations. Simplify editing profiles. Learn how to avoid duplicate records. Get troubleshooting tips and shortcuts and discover the hidden functionality of Trax. We'll also show you how to build mailing lists for sending bulk communication to contacts right from within your ShareVision site

Learn how to track program attendees, work with attendance records in either ShareVision or in Excel, create attendance records, review attendance history for both programs and individuals, export attendance records so you can work with them offline, and manage attendance data in calendars.

Understand what security and permissions mean in ShareVision. Become familiar with key security concepts. Learn how to set-up and manage security and permissions for users, individuals, programs, and residences.

Participants learn what ShareVision content types are and when they are used. Trainers demonstrate how to turn-on, create, modify, and customize content types. This course is designed for intermediate-level users. Participants should be familiar with list and document library settings and creating columns.

This webinar teaches users how to safely create basic filter-page views from existing list views. Participation in this course requires SharePoint Designer 2007 or 2010, demonstrated technical ability, and advanced knowledge of ShareVision views, list settings, and columns. Note: There is no ShareVision technical support for SharePoint Designer.

Learn how all the staff components on your ShareVision site work together. Discover the difference between the User Information and Employee Information lists, between creating user accounts and adding users to your site. Become familiar with the 3 steps to adding new users and how to enable or disable users. Know where staff data is collected and stored and how to delete users from your site. Be able to recognize and solve the most common login issues. Learn how to track staff details like personal information, training, history, certifications, vacation/time off requests. Get troubleshooting tips and more.

Reporting on Your Data shows you how ad hoc reporting can give you a quick snapshot of how things are going. When generating or creating a custom report doesn’t make sense for looking at data in one list, try ad hoc reporting for an instant spot-check on current conditions and progress. Learn how to create your own report for any list; or, how to sink a ShareVision list into Excel so you can combine all the features of a ShareVision view with Excel’s data analysis tools. Whether it’s a summary of particular list details, or general data trends in a list you’re after, ad hoc reporting gives you immediate results that are a manageable size. Best of all, creating them is free!

All About Lists – Introduction takes you on a discovery tour of ShareVision’s most powerful resource. Did you know there are more than 10 different types and styles of lists in ShareVision? Get to know their layout and features and when each is used. Learn how to tell the difference between list views and filter-page views, where each can be found and what they are used for. Discover the 12 types of list columns. Find out how to use different views to get multiple perspectives on your data.

All About Lists – Advanced continues the discovery tour with a look at advanced list features. Ever wonder what those other things in your list settings are for? Or think, what happens if I click on this? Solve the mystery of what’s OK to change and what’s not! Learn how staff and administrators use the content approval feature and see how version history can protect a list from changes resulting in fatal errors. Get to know what content types are and how to set up alerts on different views. Discover the possibilities. Note: It is recommended participants take All About Lists – Introduction prior to taking this course.

ShareVision Best Practices shares top advice from seasoned project managers on becoming a ShareVision Power User. Feel like you could use some help with your implementation and site management? Learn how you can save time and reduce costs by working like a pro. Get strategies for fast-tracking implementation and improving the efficiency of site management. Administrators will learn short-cuts and tips for setting up security, managing users, working with lists and data, managing contacts, and using built-in tools for communication among staff.

Reporting and More in Microsoft Access gives advanced users an orientation to reporting on multiple lists in an Access environment. Feeling confident in your ShareVision abilities? Challenge yourself while helping your organization save on its reporting budget! We’ll start you out by getting your lists into Access and show you how to prepare your data for a report. By the end of the course you’ll know what querying data means and how to use the Access reporting tools for basic reporting on multiple lists. Boss needs a graph too? No problem. We’ll show you how to move your data into Excel for anything else Ms. Big Cheese may need. Participation in this course requires that you have Microsoft Access 2007 or 2010 installed, demonstrated technical ability, advanced knowledge of ShareVision views, list settings, and columns, and some familiarity with Access. Note: There is no technical support for Microsoft Access.

This program consists of three courses that are about 1 hr. each, and is usually conducted in 2-3 sessions.

Is your organization brand new to ShareVision Essentials? This course is for administrators new to Essentials, and who are looking for some assistance in planning their deployment. The program includes all of the material found in our All About Lists: Introduction and Security and Permissions courses, as well an overview of user creation, contact management, and the various steps required to take existing data and uploading it into your new ShareVision site. If you're looking to become a ShareVision power Administrator as quickly as possible, this is the program for you.

This course is generally intended for new ShareVision Essentials customers but may be taken by ShareVisionCustom customers if they would like some extra help beyond that of their assigned Product Expert.

So you've been using ShareVision for a little while, and you're looking for new ways to customize your filter pages even further... you're looking for SharePoint Designer. Learn new ways of changing the look and feel of the forms your staff fills out every day. Participation in this course requires SharePoint Designer 2010 and advanced knowledge of ShareVision views, list settings, and columns. Note: There is no ShareVision technical support for SharePoint Designer.

This course is intended for ShareVision v3.5 customers only.