Use the DocMan bar to view documents, spreadsheets and pictures in a student's file.
Current Student Maintenance - DocMan bar key fields, links and buttons
Document Filters area
The selection area consists of fields used to determine which documents are displayed.
Fields
Field |
Description |
---|---|
Classification |
Select the document classification to filter on. |
Document Type |
Select the document type to filter on. |
Grid area
The grid area consists of:
Fields
Field |
Description |
---|---|
Created |
Date the document, spreadsheet or picture is imported into Synergetic. |
Classification |
Classification of the document. Document classifications are maintained in the luDocumentClassification lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual. |
Description |
Meaningful description for the document. |
Source code |
Source of the item. Typical examples include:
Document sources are maintained in the luDocumentSourceCode lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual. |
Source date |
Date that the source document was created. For example, if you are importing a historical picture you might specify the date when the picture was taken. This defaults to the current date and time for new entries. |
Source reference |
Cross-reference to the source. For example the name, issue date and page of a newspaper where the photograph appeared. |
Type |
Type of document. Typical examples include:
Document types are maintained in the luDocumentType lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual. |
View |
Click |
Buttons
Button |
Description |
---|---|
Launch the Attach Document window to attach a new document. |
|
Edit the details of the selected document, photo or spreadsheet in the Attach Document window. |
|
Delete the selected document, photo or spreadsheet from the list of documents. To do this:
|
Common fields
Field |
Description |
---|---|
Search Filter |
The Search Filter field is located at the top of the Student Selector. This field can be used to filter students by any of the information displayed in the Student Selector. For example to filter students by name simply type either the student's:
To filter students by year level simply type the student's year level in the Search Filter field. |
Common fields
Field |
Description |
---|---|
Search Filter |
The Search Filter field is located at the top of the Student Selector. This field can be used to filter students by any of the information displayed in the Student Selector. For example to filter students by name simply type either the student's:
To filter students by year level simply type the student's year level in the Search Filter field. |
Common buttons
Button |
Description |
---|---|
Create a new student. See Creating new students. |
|
Display the Current Student Maintenance Search Criteria window. You can update the search criteria and search for new students. See Searching for students. |
|
Customise how the bars are displayed. See Customising navigation bars in the Introduction manual. |
|
Create a new task relating to the current student. See Managing tasks in the Introduction manual. |
|
Click:
|
Last modified: 9/09/2014 2:04:33 PM
|
© 2014 Synergetic Management Systems. Published 12 September 2014. |