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Membership Configuration - Rules tab

Use the Rules tab to maintain calendar membership rules that determine which community members can view appointments for each calendar.

Each membership rule has criteria that must be met exactly for community members to gain membership to the rule. Once community members have membership to the rule they automatically receive membership to the calendar membership selected in the Name column of the grid area.

Note: Every calendar membership has rules set up for students and staff members by default. When students or staff members are linked to sources they will receive automatic membership. See Understanding calendar memberships.

Opening the Rules tab

Membership Configuration - Rules key fields and buttons

Membership criteria area fields

Field

Description

Rule Name

Name of the membership rule.

Community ID

Community member assigned to the membership rule.

Constituency

Select to assign a constituency. See the luConstituency lookup table.

Campus

Select to assign a school campus. See the luCampus lookup table.

Sub School

Select to assign a sub-school. See the luSubSchool lookup table.

Year Level

Select to assign a school year level. See the luYearLevel lookup table.

Form

Select to assign a school form. See the luForm lookup table.

House

Select to assign a school house. See the luHouse lookup table.

Tutor Group

Select to assign a tutor group. See the luTutor lookup table.

Boarding House

Select to assign a boarding house. See the luBoardingHouse lookup table.

Staff Category

Select to assign a staff category. See the luStaffCategory lookup table.

Job Position

Select to assign a job position. See the luJobPositionCategory lookup table.

Department

Select to assign a school department. See the luDepartment lookup table.

File Type

Select to assign a file type. See the luFileType lookup table.

Class Code

Select to assign a class code.

File Year

Select to assign a file year.

File Term

Select to assign a file term.

PTI Cycle

Select to assign a PTI Cycle.

Security Group

Select to assign a Synergetic user group. See the Group/User Security Maintenance - Groups View.

Active

Whether the selected membership rule is active.

Security area fields

Field

Description

View

Select to allow members to view the calendar.

Buttons

Button

Description

Find... button (Membership Rules tab)

Launch the Find Name on Community window to add a community member.

Find Name on Community

New button (Membership Rules)

Add a new calendar membership rule.

Delete button (Membership Rules tab)

Delete the selected calendar membership rule.

Note: You can only enable or disable system rules. The following window is displayed when you attempt to edit or delete a system rule:
Information (system rule)

Edit button (Membership Configuration - Rules tab)

Edit the selected calendar membership rule.

Apply button (Membership Configuration - Membership Rules tab)

Apply changes to the calendar membership rule.

Common fields

Grid area fields

Field

Description

Show Counts

Select to display the Counts fields.

Note: Selecting this field will slow searching.

Group By Source?

Select to group grid area entries by source.

Source

Calendar source. See Understanding calendar memberships.

Name

Name of the calendar.

Counts

Rules

Number of rules for the selected calendar.

Community

Number of community members using the selected calendar.

Appointments

Number of appointments in the selected calendar.

Buttons

Button

Description

New button

Create a new public calendar. See Creating new public calendars.

Last modified: 8/04/2015 11:55:59 AM

See Also

Maintaining calendar memberships

Understanding calendar memberships

Creating new public calendars

Membership Configuration - Settings tab

Membership Configuration - Community tab

Membership Configuration - Appointments tab

© 2015 Synergetic Management Systems. Published 6 May 2015.

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