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Subject Assessment Area Maintenance - DocMan bar

Use the DocMan bar to view, import, export, update and delete documents, pictures and spreadsheets related to subject assessment areas.

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

Opening the DocMan bar

Subject Assessment Area Maintenance - DocMan bar key fields and buttons

Selection area

The selection area consists of:

Subject Assessment Area Maintenance - DocMan bar (Selection area, synweb)

Fields

Field

Description

Classification

Select the document classification to filter on.

Document Type

Select the document type to filter on.

Description

Type in a description to filter the documents on.

Source Reference

Select the document source reference to filter on. For example, Manual Load.

Buttons

Button

Description

Refresh button (synweb, wide)

Refresh the documents displayed after changing the selection fields.

Grid area

The grid area consists of:

Fields

Field

Description

Created date

Date the document, spreadsheet or picture is imported into Synergetic.

Classification code

Classification of the document.

Note: You can maintain document classifications using the luDocumentClassification lookup table. See luDocumentClassification lookup table in the Synergetic System maintenance manual.

Description

Meaningful description for the document.

Type

Type of document. Typical examples include:

  • DOC (Word document)
  • JPG (Photo using the Joint Photographic Experts Group format)
  • PDF (Adobe Acrobat file)
  • XLS (Excel spreadsheet).

 

Note: You can maintain document types using the luDocumentType lookup table. See luDocumentType lookup table in the Synergetic System maintenance manual.

Source code

Source of the item. Typical examples include:

  • Archive
  • Magazine
  • Newspaper
  • School Photo.

 

Note: You can maintain document sources using the luDocumentSourceCode lookup table. See luDocumentSourceCode lookup table in the Synergetic System maintenance manual.

Source date

Date that the source document was created.

For example, if you are importing a historical picture you might specify the date when the picture was taken.

This defaults to the current date and time for new entries.

Source reference

Cross-reference to the source. For example the name, issue date and page of a newspaper where the photograph appeared.

Buttons

Button

Description

New button (green plus icon, synweb)

Launch the Add Document window to add a new document.

Add Document window (synweb, IE look)

Command links

Link

Description

View

View the selected document, photo or spreadsheet in a new browser window.

Edit

Edit the details of the selected document, photo or spreadsheet in the Update Document Details window.

Update Document Details (cut down, SynWeb3)

See Updating document details in the Introduction manual.

Delete

Delete the selected document, photo or spreadsheet from the list of documents. To do this:

  1. Click the Delete command link.

    Student Maintenance - DocMan bar (grid area, delete link, SynWeb3)

    The following window is displayed.

    Are you sure you want to delete this document (synweb)

  2. Click OK button to confirm the deletion.

Common buttons

Button

Description

Navigation buttons

Navigate between the subject assessment areas.

 

Delete the selected subject assessment area. See Deleting subject assessment areas.

Create New button (synweb)

Create a new subject assessment area.

Criteria button

Search for another subject assessment area.

Customise tabs button (synweb)

Customise which navigation bars are displayed and their order.

New Task button (synweb)

Create a task relating to the selected subject assessment area.

Last modified: 4/02/2015 2:05:47 PM

See Also

Maintaining subject assessments

Searching for subject assessments

Creating new subject assessments

Creating new subject assessment areas

Deleting subject assessment areas

Subject Assessment Area Maintenance - Summary bar

Subject Assessment Area Maintenance - Area bar

Subject Assessment Area Maintenance - Classes bar

Subject Assessment Area Maintenance - Comments bar

Subject Assessment Area Maintenance - Mark Book bar

Subject Assessment Area Maintenance - Targets bar

© 2016 Synergetic Management Systems. Published 19 September 2016.

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