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Staff Maintenance - Relations bar

The Relations bar displays any relatives of the staff member in your organisation's community. Use the Relations bar to:

Note: Relationships represent how one member of the community relates to another. Constituencies define how community members relate to your organisation. For example, the community member can be a student, staff member or debtor.

Opening the Relations bar

Staff Maintenance - Relations bar key fields and buttons

Fields

Field

Description

ID

Synergetic ID of the relation.

Relation

Relation, from the perspective of the staff member.

Constituencies

Constituencies that the relation belongs to.

Use SMS

Location to send an SMS to. If blank, no SMS is sent.

Use Email

Location to send an email to. If blank, no email is sent.

Buttons

Button

Description

New (green plus) button (synweb)

Launch the Create New Relation window to add a new relationship record.

Create New Relation window (Staff Maintenance - Relations tab (synweb)

Edit icon (pencil, Synweb)

Edit the selected record.

Delete icon (red circle with minus) (synweb)

Delete the selected record.

Common buttons

Button

Description

New button (synweb)

Create a new staff member. See Creating staff members.

Delete button (synweb)

Delete the selected staff member. See Deleting staff members or making them inactive.

Criteria button

Display the Staff Maintenance Search Criteria window.

Staff Search Criteria window (cut down, synweb)

You can update the search criteria and search for new staff. See Searching for staff members.

Customise tabs button (synweb)

Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.

New Task button (synweb)

Create a new task relating to the current staff member. See Managing tasks in the Introduction manual.

Refresh button (maintenance, synweb)

Click to refresh the screen for the selected staff member.

Last modified: 2/06/2016 2:41:33 PM

See Also

Maintaining staff

Searching for staff members

Creating staff members

Deleting staff members or making them inactive

Staff Maintenance - Absences bar

Staff Maintenance - Appraisals bar

Staff Maintenance - Classes bar

Staff Maintenance - Comment bar

Staff Maintenance - Confidential bar

Staff Maintenance - Courses bar

Staff Maintenance - DocMan bar

Staff Maintenance - Doctor bar

Staff Maintenance - Emergency bar

Staff Maintenance - Employment History bar

Staff Maintenance - Job Position bar

Staff Maintenance - Keys bar

Staff Maintenance - Leave bar

Staff Maintenance - Learning Areas bar

Staff Maintenance - Maint bar

Staff Maintenance - Medical bar

Staff Maintenance - Other bar

Staff Maintenance - Personal bar

Staff Maintenance - P.D. bar

Staff Maintenance - Photo bar

Staff Maintenance - Qualifications bar

Staff Maintenance - Sales bar

Staff Maintenance - School bar

Staff Maintenance - Skills bar

Staff Maintenance - Students bar

Staff Maintenance - Substitute bar

Staff Maintenance - Timetable bar

Staff Maintenance - Vehicles bar

© 2016 Synergetic Management Systems. Published 19 September 2016.

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