Previous icon

Next icon

Current Student Maintenance - DocMan bar

Use the DocMan bar to view documents, spreadsheets and pictures in a student's file.

Opening the DocMan bar

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.

Student Maintenance - DocMan bar (Selection area)

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:

Student Maintenance - DocMan bar (grid area, no Seq, synweb)

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:

  • Archive
  • Magazine
  • Newspaper
  • School Photo.

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:

  • DOC (Word document)
  • JPG (Photo using the Joint Photographic Experts Group format)
  • PDF (Adobe Acrobat file)
  • XLS (Excel spreadsheet).

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

View

Click View document icon (magnifying glass over paper, synweb)to view the selected document, photo or spreadsheet in a new browser window.

Buttons

Button

Description

New (green plus) button (synweb)

Launch the Attach Document window to attach a new document.

Add Document window (synweb, IE look)

Edit icon (pencil, Synweb)

Edit the details of the selected document, photo or spreadsheet in the Attach Document window.

Delete icon (red circle with minus) (synweb)

Delete the selected document, photo or spreadsheet from the list of documents. To do this:

  1. Click the Delete icon.

    Student Maintenance - DocMan bar (grid area, delete link, SynWeb3)

    The following window is displayed.

    Are you sure you want to delete this document (synweb)

  2. Click OK button to confirm the deletion.

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:

  • last name
  • first name
  • last name then first name separated by a comma.

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:

  • last name
  • first name
  • last name then first name separated by a comma.

To filter students by year level simply type the student's year level in the Search Filter field.

Common buttons

Button

Description

New button (synweb)

Create a new student. See Creating new students.

Criteria button

Display the Current Student Maintenance Search Criteria window.

Current Student Maintenance Search Criteria (synweb, cut down)

You can update the search criteria and search for new students. See Searching for students.

Customise tabs button (synweb)

Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.

New Task button (synweb)

Create a new task relating to the current student. See Managing tasks in the Introduction manual.

Current Student Maintenance (synweb, expand collapse refresh buttons)

Click:

  • Expand All button (synweb) to expand all bars
  • Collapse All button (synweb) to collapse all bars
  • Refresh button (maintenance, synweb) to refresh information for the selected staff member.

Last modified: 9/09/2014 2:04:33 PM

See Also

Maintaining students

Searching for students

Creating new students

Current Student Maintenance - Action Centre bar

Current Student Maintenance - Personal bar

Current Student Maintenance - Flags bar

Current Student Maintenance - School bar

Current Student Maintenance - Entry bar

Current Student Maintenance - Scholarships bar

Current Student Maintenance - Contacts bar

Current Student Maintenance - Transport bar

Current Student Maintenance - Courses bar

Current Student Maintenance - Classes bar

Current Student Maintenance - Timetable bar

Current Student Maintenance - Awards bar

Current Student Maintenance - Attendance bar

Current Student Maintenance - Absent bar

Current Student Maintenance - Relations bar

Current Student Maintenance - Siblings bar

Current Student Maintenance - Codes bar

Current Student Maintenance - Legal bar

Current Student Maintenance - Photo bar

Current Student Maintenance - Medical bar

Current Student Maintenance - Comment bar

Current Student Maintenance - Correspondence bar

Current Student Maintenance - Activity bar

Current Student Maintenance - Pastoral Care bar

© 2014 Synergetic Management Systems. Published 12 September 2014.

Top of page