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Objects

This section outlines changes to the Objects manual arising from changes made to Synergetic (versions 61.35-62.45)

Change

More information

See

The Rename button has been removed from all Object Type Maintenance windows.

 

Object Type Maintenance window

New Accommodation tab in Object Maintenance.

The Accommodation tab allows you to record and edit details of external accommodation that your organisation uses. For example, hostels and hotels. This tab is only available for objects with a SynergyMeaning of Accommodation.

Object Maintenance - Accommodation tab

Object Maintenance - Accommodation tab

New field Active Only in Object Maintenance.

Allows you to select to view only objects that are currently active.

Active Only checkbox

Object Maintenance window

New field Grid Mode in Object Maintenance.

Allows you to view the list of objects in a grid style, rather than a hierarchical tree style.

Default (hierarchical) display:

Object Maintenance - General tab (tree display)

Grid mode display:

Object Maintenance - General tab grid display

Object Maintenance window

New Filter button in Object Maintenance.

When you have Grid Mode selected, the Filter button allows you to filter the display of objects according to criteria that you select.

Object Maintenance - Filter button (cut down for what's new)

Object Maintenance window

New New, Edit and Issue buttons on the Bookings tab in Object Maintenance.

These buttons allow you to create a new booking, edit an existing booking and issue an object.

Object Maintenance - Bookings tab

Object Maintenance - Bookings tab

New New, Edit and Return buttons on the Loans tab in Object Maintenance.

These buttons allow you to create a new loan, edit the details of an existing loan and return a loan.

Object Maintenance - Loans tab (cut down for what's new)

Object Maintenance - Loans tab

New User Forms area on the Bookings and Loans tabs in Object Maintenance.

You can launch custom forms you have created.

Object Maintenance - User Forms area of Bookings tab

Object Maintenance - Bookings tab

Object Maintenance - Loans tab

New Comment field on Object Maintenance - Attributes tab.

Allows you to add a free form comment about an object.

Object Maintenance - User Comment area of Attributes tab

Object Maintenance - Attributes tab

 

Loaned to ID field on Object Maintenance - General tab is now read-only.

This field is populated when the item is loaned via the Object Loan window. See either Object Booking - User Bookings tab or Object Booking - Booking Loan tab.

Object Maintenance - General tab Loaned To ID field

Object Maintenance - General tab

 

Date From field on the Ad Hoc Loans window now defaults to today's date.

Booking Maintenance - Add Hoc Loan Date From field

Ad Hoc Loans window

 

New Print Loan Docket field on the Ad Hoc Loans window.

Allows you to print a loan docket for a person taking out an ad hoc loan.

Booking Maintenance - Add Hoc Loan Print Loan Docket field

Ad Hoc Loans window

New fields Status Code, Status Date and Status Description on the Object Booking and Ad Hoc Loans windows.

Allows you to select and view the status of the booking. For example, whether it is currently booked or issued.

Object Booking window Status fields (for what's new)

Object Booking window

Ad Hoc Loans window

 

New History button on the Object Booking and Ad Hoc Loans windows.

Allows you to view the history of loans of this object.

History... button

Object Booking window

Ad Hoc Loans window

 

New Issue button on the Object Booking and Ad Hoc Loans windows.

Allows you to issue an object to a community member as a loan.

Issue... button (ellipses)

Object Booking window

Ad Hoc Loans window

 

Custom tabs in the Object Booking window.

You can now add user forms as tabs in the Object Booking window.

Object Booking - User Forms tab (for what's new)

UserForm configuration setting in the System maintenance manual

New Type field on the Maintain Object Tasks window.

Allows you to select the type of object.

Maintain Object Task window (for what's new)

Maintain Object Tasks window

New Find button on the Maintain Object Tasks window.

Allows you to search for a staff member to allocate an object task to.

Maintain Object Tasks window Find button

Maintain Object Tasks window

New Reply and Attach buttons in the Activities area on the Maintain Object Tasks window.

These buttons allow you to reply to an email and add a file attachment.

Maintain Object Tasks window Activities area

Maintain Object Tasks window

New sub-tabs Email Info, Attachments and All Attachments on the Maintain Object Tasks window.

These new sub-tabs allow you to view information about an email.

Email Info tab (for what's new)

Maintain Object Tasks window

New fields in the Search Criteria area of the Object Search window.

You can search for objects based on whether they are:

  • active or inactive
  • available before, after or between specified dates.

Object Search Search criteria (cut down)

Searching for objects

See Also

What's new in Synergetic version 62

Introduction

Community

Development

Human resources

Extracting data

System maintenance

Future students

Current students

Past students

Medical details

Curriculum

Attendance and absence events

Assessments and reports

Debtors

Sales

Creditors

Purchase orders

General ledger

Assets

Payroll

Roll returns

© 2015 Synergetic Management Systems. Published 6 May 2015.

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