There are some settings available that let you tailor Synergetic for your own use.
You can update your individual user preferences in the Preferences window.
Opening User Preferences - Preferences tab
Preferences window - Preferences tab key fields
You can make the following settings specific to your login:
Field |
Description |
---|---|
Message Boxes Beep |
If this is selected, your computer will make a sound whenever a message window is displayed. |
Use ID as initial search field |
The cursor is in the ID field when opening a search selection screen. |
Auto Show Favourite Reports |
When opening Synergetic Crystal Reports, automatically shows your favourites rather than everything that is in the module. |
Auto Turn on Grid Enhancements |
Synergetic automatically enables column sorting and filtering on all grids that can support it. Note: This may result in grid header titles being truncated to fit the column sort icon. |
Initial Data Edit |
When data editing is on, you can make changes to the data. If it is off, Synergetic prompts you to turn it on if you attempt to make a change. If data editing is turned off, the data editing icon on your toolbar is displayed as |
Drop Down Main Selection Menu |
If this is selected, the main menu items appear as a drop-down list: If it is not selected, the menu appears in a separate window: |
Override automatic shutdown |
Allows the time for automatic shutdown to be increased or decreased. |
Timeout period (mins) |
The number of minutes that Synergetic can be inactive before it automatically shuts down. You need to think carefully about what is a realistic time. If your computer is in a secure area, then it is probably not an issue, however if you are in a public area, you should consider having a short timeout period. Note: Only system administrators can change the timeout period. |
Student Search Default Active |
Select to make the Active field in the Set Current Student Search Criteria window to default to Yes. |
Allow Drag and Drop from Outlook |
Allows you to add emails to the Correspondence tab of a maintenance program by dragging and dropping the emails from Microsoft Outlook into the tab. |
Auto Email Spell Check |
Allows you to configure automatic email spell checking.
|
Initial Email Format |
Allows you to configure automatic email formatting:
|
Student File Year |
You can set your own default year, rather than using the overall default year set for everyone. If your selected year is different to the overall year then Synergetic will display a confirmation window every time you log on. |
Term |
Allows you to work in a specific term. The term can be a semester or a term number. This defaults to the setting for your organisation. See Maintaining student file semesters in the Curriculum manual. |
Default File Type |
Allows you to select the file type that you will mostly be working in. For example M for music, A for academic. |
Default Campus |
Allows you to select the default campus to work in. |
Default Campus Enforced |
Select to enforce a mandatory campus selection against a user. See DefaultEnforceOn configuration setting in the System maintenance manual for more information. |
Default Sub School |
Allows you to select the default sub-school to work in. See luSubSchool lookup table. |
Default Document Classification |
Select the default document classification that should be applied when creating documents in DocMan and when sending emails. |
Override System Default |
Select to use the Default Document Classification field to set the default documentation classification in DocMan instead of the default classification defined by the system administrator. See Document:Classification configuration setting in the System maintenance manual for more information. |
Spell Checker to use |
Select a spell checker from the list provided. Select Standard to use the Australian Dictionary. |
Menu Toolbar Style |
Select whether the main module toolbar is:
|
Menu Toolbar Images |
Select the style of toolbar images you want:
|
Show Captions |
Turns the captions underneath the toolbar icons on and off. |
Opening User Preferences - Login tab
Preferences window - Login tab key fields
The login settings can be managed using either:
If your organisation ties logins to Windows credentials, passwords are managed in Active Directory.
If your organisation uses SQL authentication, system administrators can make the following settings specific to logins:
Field |
Description |
---|---|
Change Password Next Login |
Select to force you to change your password next time you log in to Synergetic. |
Password Never Expires |
Select to prevent your password from expiring. |
Password Expiry Date |
If you have not selected the Password Never Expires field, select a date when your current password will expire and you will have to enter a new one. |
Last Login Date |
Date and time of last login to Synergetic. |
Last Password Change Date |
Date you last changed your password. See also System > Group/User Security Maintenance. Click Users. |
Opening User Preferences - Action Centre tab
Preferences window - Action Centre tab key fields
System administrators can make the following settings specific to the Action Centre:
Grid area fields
Field |
Description |
---|---|
Type |
Type of Action Centre notification. Either:
|
Message Type |
Description of the Action Centre notification. |
Database |
Database where the Action Centre notification is stored. |
Group/User |
Level of subscription. You can be subscribed as either:
Note: Groups of users can be subscribed to Action Centre messages using the Action Centre Types group security resource. See Group/User Security Maintenance - Groups View in the System Maintenance manual. |
Whether the current user receives email notifications for the currently selected Action Centre message type. Note: Groups of users can be subscribed to Action Centre email notifications using the Action Centre Types group security resource.. See Group/User Security Maintenance - Groups View in the System Maintenance manual. |
|
Unactioned Task |
Status of unactioned Action Centre tasks. You can either:
The Action Centre task is marked as a message and the message icon is displayed.
Note: This field can only be modified if the subscription level of the Action Centre task is set to Group and User on the Action Centre tab of the Users view of security maintenance. See the Group/User Security Maintenance - Users view in the System maintenance manual.
The Action Centre task is marked as a task and the task icon is displayed. |
Actioned Task |
Status of actioned Action Centre tasks. You can either:
The Action Centre task is marked as a message and the message icon is displayed when the task is actioned.
Note: This field can only be modified if either the subscription level is set to Group and User on the Action Centre tab of the Users view or if the Actioned Tasks Read Info has not been checked in the Groups view grid area. See Maintaining security permissions in the System maintenance manual.
The Action Centre task remains a task and no icon is displayed when the task is actioned. |
Fields
Field |
Description |
---|---|
Show Summary Panel on Hover of Action Centre Icon |
Select to enable the user to display the summary panel by hovering over the Action Centre icon. Note: When this option is selected, clicking the Action Centre icon once will open the Action Centre. |
Always Show Summary Panel |
Select to always show the summary panel on start-up. |
Position |
Position of the Action Centre Summary panel. Either:
|
Create Reminder Messages in Action Centre for Tasks |
Select to create reminder messages in the Action Centre for upcoming tasks. |
Days before the due date for reminder |
Days before the task due date that the Action Centre displays the reminder. |
Create Overdue Message in Action Centre for Tasks |
Select to create overdue messages in the Action Centre for overdue tasks. |
Receive emails for non-subscribed messages |
Select to allow the user to receive email notifications for unsubscribed messages. Note: To maintain Action Centre message type permissions, see Group/User Security Maintenance - Groups View in the Synergetic System maintenance manual. |
Last modified: 8/04/2015 11:55:38 AM
See Also |
© 2015 Synergetic Management Systems. Published 6 May 2015.