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ShareVision
User Manual
About ShareVision
ShareVision is a case management style site designed for use by human service
organizations. This site is similar to a cloud storage system, as it also virtually stores
information about programs/services and clients, forms, documents, schedules etc. This
allows for increased organization and efficiency for the collection, storage, and
calculation of information and outcomes for clients and the services they receive from
SCOPE.
To get SCOPEs ShareVision website you will need to enter this URL:
https://essentials.sharevision.ca/orgs/scope/default.aspx
Logging In:
The first time you login you will use your assigned username and your temporary
assigned password. To change your password, you will go to the purple bar at the top
of the page that will say Welcome (your name)
Levels of Access/Permissions:
Having Site Administrator access/permissions allows these staff to see all of the
background settings available, and gives them the power to add, delete, and change all
of the sites content. For all other staff the permission level will be a read only and no
delete level.
Staff Instructions
Program Information
From the home page go to the Quick Start menu on the left side of the page,
and click on the Program/Residences icon
On the next page you will only be able to see the name of the program you work
in.
Select the name of your program; you will be brought to the Program Details
page.
Editing Goals
If you need to edit or add additional information to the goals you have previously
created you will go to the Active Goals and Goal Progress page (see above)
and select View beside Goal Title of the goal you want to change
On the next page, at the top left of the form you will select Edit Item and make
any changes/additions you need
Follow the same steps to edit Goal Progress
Uploading Documents
Once on the Individual Details page of the client you are adding documents for
select the Documents tab of the Quick Start menu and then select
Individuals Documents
Next, select Upload Document. From there you can browse the documents on
your computer and select the file you want to upload
ShareVision Help
If you need additional help figuring things out go to the very top right of the page
and click on ShareVision Help
This will bring you to their help page where you can choose from the menu
provided or search for what you need help with
Site Administrators
1. Click on Contact Manager icon under the Quick Start menu on the left hand
side of the main page that comes up after logging in
2. Type in the first or last name (or both) in the search bar that comes up to ensure
they have not already been added to the database
3. If no records are found, then click on the green + sign where it says to create a
new contact
6. Enter any relevant information into the following profile page (address, phone
number, caseworker etc.) and click OK once finished
7. On the next page you MUST add the individual to the program they belong to.
Click on the drop down arrow and select yes, then on the next drop down arrow
that appears select the program.
8. The following page is the fact sheet fill out relevant information about the
individual
9. The final page to fill out is the individuals program history. Make sure to include
their referral date and start date (initial visit date). If they are still on the waitlist
only put in the referral date.
a) Create a user account: adds a user to the database and creates a User
Information record
c) Add user to security groups: adds all users to the Staff security group by default.
Add a user to more security groups to permit access to select content.
Contact Notes
1. first click on the Site Actions drop down arrow tab on the top right hand side of
the page
4. This will bring you to all of the contact notes for all programs, individuals and
dates
5. To isolate a certain month/date range go to the top right hand side All Views
drop down arrow
7. Then click on the drop down arrow again and click on Modify This View
8. Scroll down the page until you are at the Filter section
9. Here you can choose the date range of the contact notes you want.
10. After selecting a date range ensure you go to the bottom and click OK to apply
the modification to this view
Creating New Lists
3. At the top left hand side there will be a button that says Create click on this
4. In the far right hand side column there will be an option to create a Custom List
select this
Click on the Settings drop down menu and select List Settings
On this page you can add or edit columns, create or edit different views, and
customize the list to the way you want it