Course Maintenance - DocMan tab

Use the DocMan tab to view, import, export, update and delete documents, pictures and spreadsheets related to courses.

To open the DocMan tab:

Select Module > Students or Assessments > Course Maintenance from the main menu.
The Set Course Search Criteria window is displayed.

Tip: You can also access the course functions by clicking or .
Search for the course. See Searching for courses.
The General tab of the Course Maintenance window is displayed.
Select the DocMan tab.
The DocMan tab of the Course Maintenance window is displayed.

Field	Description
Classification	Classification of the documents to be displayed. Access to documents can be restricted based on user security levels. Select the classification from the drop-down list to filter the documents displayed.
Document Type	Type of document. For example: Microsoft Word Document JPG Photo Adobe Acrobat File Microsoft Excel Spreadsheet. Note: The document types set up are those that are used at your organisation. Select the type of document from the drop-down list to filter the documents displayed.
Description	Filter the documents to those which have the typed words in the description.
Source Reference	Filter the documents to those which have the typed words in the source reference.

Field

Description

Classification

Classification of the documents to be displayed. Access to documents can be restricted based on user security levels.

Select the classification from the drop-down list to filter the documents displayed.

Document Type

Type of document. For example:

Microsoft Word Document
JPG Photo
Adobe Acrobat File
Microsoft Excel Spreadsheet.

Note: The document types set up are those that are used at your organisation.

Select the type of document from the drop-down list to filter the documents displayed.

Description

Filter the documents to those which have the typed words in the description.

Source Reference

Filter the documents to those which have the typed words in the source reference.

Field	Description
Created Date	Date and time the document, spreadsheet or picture was imported into Synergetic.
Classification	Classification of the item. Classifications are maintained in the luDocumentClassification lookup table. See Maintaining lookup tables in the System maintenance manual.
Description	Short description of the item.
Source Code	Source of the item. Typical examples include: Archive Magazine Newspaper School Photo Website. Document sources are maintained in the luDocumentSourceCode lookup table. See Maintaining lookup tables in the System maintenance manual.
Source Date	Date the item was published or received.
Source Reference	Cross-reference to the source. For example the name, issue date and page of a newspaper where the student's photograph appeared.
Source Path	Location of the document in the file system or URL. This field shows the document's original location if the file has been embedded in the Synergetic database.
Type	Type of document. Typical examples include: DOC, DOCX (Microsoft Word document) JPG (photo using the Joint Photographic Experts Group format) PDF (Adobe Acrobat file) XLS, XLSX (Microsoft Excel spreadsheet). Document types are maintained in the luDocumentType lookup table. See Maintaining lookup tables in the System maintenance manual.
Seq	Unique number identifying the document.

Field

Description

Created Date

Date and time the document, spreadsheet or picture was imported into Synergetic.

Classification

Classification of the item.

Classifications are maintained in the luDocumentClassification lookup table. See Maintaining lookup tables in the System maintenance manual.

Description

Short description of the item.

Source Code

Source of the item. Typical examples include:

Archive
Magazine
Newspaper
School Photo
Website.

Document sources are maintained in the luDocumentSourceCode lookup table. See Maintaining lookup tables in the System maintenance manual.

Source Date

Date the item was published or received.

Source Reference

Cross-reference to the source. For example the name, issue date and page of a newspaper where the student's photograph appeared.

Source Path

Location of the document in the file system or URL.

This field shows the document's original location if the file has been embedded in the Synergetic database.

Type

Type of document. Typical examples include:

DOC, DOCX (Microsoft Word document)
JPG (photo using the Joint Photographic Experts Group format)
PDF (Adobe Acrobat file)
XLS, XLSX (Microsoft Excel spreadsheet).

Document types are maintained in the luDocumentType lookup table. See Maintaining lookup tables in the System maintenance manual.

Seq

Unique number identifying the document.

Button	Description
	Open the highlighted item in the appropriate application to view or change the item. For example, if you highlight a Microsoft Word document and click , Microsoft Word is launched to open the document.
	Import a document, spreadsheet, picture or link an external web page. See: Linking documents using a tag list in the Introduction manual Importing one or more documents in the Introduction manual.
	Export a document, spreadsheet or picture. To copy a document, spreadsheet or picture from the Synergetic database and save it in a Windows folder: Click . Browse for the folder. Click .
	Open the highlighted item on the DocMan tab and update the information about the item. Note: You cannot update fields if the document is a photo loaded using Photo Maintenance.
	Delete the highlighted item from the DocMan tab. Note: Deleting an embedded record deletes the original document, spreadsheet or picture from the Synergetic database. Deleting a linked document removes the link from the Synergetic database but does not affect the original document.

Button

Description

Open the highlighted item in the appropriate application to view or change the item.

For example, if you highlight a Microsoft Word document and click , Microsoft Word is launched to open the document.

Import a document, spreadsheet, picture or link an external web page. See:

Linking documents using a tag list in the Introduction manual
Importing one or more documents in the Introduction manual.

Import Document window

Export a document, spreadsheet or picture.

To copy a document, spreadsheet or picture from the Synergetic database and save it in a Windows folder:

Click .
Browse for the folder.
Click .

Open the highlighted item on the DocMan tab and update the information about the item.

Note: You cannot update fields if the document is a photo loaded using Photo Maintenance.

Delete the highlighted item from the DocMan tab.

Note: Deleting an embedded record deletes the original document, spreadsheet or picture from the Synergetic database. Deleting a linked document removes the link from the Synergetic database but does not affect the original document.