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.
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 |
Launch the Find Name on Community window to add a community member. |
|
Add a new calendar membership rule. |
|
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: |
|
Edit the selected calendar membership rule. |
|
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 |
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 Membership Configuration - Settings tab |
© 2015 Synergetic Management Systems. Published 6 May 2015.