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Events Maintenance - DocMan bar

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

Also see Using document management (DocMan) in the Introduction manual.

Opening the DocMan bar

Event Maintenance - DocMan bar key fields and buttons

Fields

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 as defined in the luDocumentType lookup table. See the luDocumentType lookup table in the System maintenance manual.

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.

Grid area fields

Field

Description

Created Date

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

Module

Module that is responsible for the document, spreadsheet or picture. For example, ASTDOC refers to Assets.

Classification

Classification of the document.

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.

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.

Buttons

Button

Description

New button (green plus icon, synweb)

Launch the Attach Document window to add a new document.

Attach Document window

See Also

Maintaining events

Searching for events

Creating new events

Events Maintenance - Event bar

Events Maintenance - Location bar

Events Maintenance - Organisers/Staff bar

Events Maintenance - Web bar

Events Maintenance - Attributes bar

Events Maintenance - Current Attendees bar

© 2015 Synergetic Management Systems. Published 5 March 2015.

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