Data Sharing - Visit Tracker Accounts

Overview

Data sharing is an agreement process designed to connect Administrator (State) and Data Accounts to Visit Tracker home visiting accounts for reporting and support purposes.

How it works:

1. The Administrator (State) and Data Account sends a request to programs.
2. The Program Admin will receive an email notification providing details about the request.
3. The Program Admin logs into Visit Tracker, navigate to the Data Sharing section located in SETUP > MY ACCOUNT and can either Allow - Full Access, Allow - Limited Access or Deny.
4. That’s it.

The Main Admin has the ability to change access at any time.

Important note about the Data Account. Data Sharing with this account type can only be full access. There is no option for limited access

Full and Limited Access

• Limited Access means that when an Administrator / State Account is running reports, the report can be run only for the families and children whose current Site/Fund Code is being allowed. 
• Full Access means that when an Administrator / State Account is running reports, the report can be run for all families and children in the account.

Data Sharing in Setup

Here's a tutorial on managing your data sharing requests.