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This section outlines changes to the System maintenance manual arising from changes made to Synergetic (versions 67.01-68).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 67 and pre-66 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
|---|---|---|
New single database structure. |
The Synergetic suite has been updated to use a new single database structure. The following updates have been made in relation to this change:
|
|
Main Database tab renamed. |
The Main Database tab of the Edit Synergetic Configuration File [Synergy.cfg] window has been renamed the Main tab. |
Edit Synergetic Configuration File [Synergy.cfg] window
|
Fields and buttons have been updated on the Main tab of the Edit Synergetic Configuration File [Synergy.cfg] window. |
The following fields and buttons on the Main tab of the Edit Synergetic Configuration File [Synergy.cfg] window have been updated. The following fields have been added:
The following button has been added:
The following field has been removed:
The following field has been renamed:
|
|
Tabs removed from the Edit Synergetic Configuration File [Synergy.cfg] window |
The following tabs have been removed from the Edit Synergetic Configuration File [Synergy.cfg] window:
|
|
Crystal Reports tab renamed. |
Crystal Reports tab of the Edit Synergetic Configuration File [Synergy.cfg] window has been renamed the Reports tab. |
|
Fields and buttons have been updated on the Reports tab of the Edit Synergetic Configuration File [Synergy.cfg] window. |
The fields and buttons on the Reports tab of the Edit Synergetic Configuration File [Synergy.cfg] window have been updated. The following fields have been added in the Crystal Reports area:
The following fields and buttons have been added in the SSRS area:
|
|
New security resource types. |
You can use the following new security resources to maintain security permissions on the Groups View of the Groups/User Security Maintenance:
|
|
New address validation search functionality. |
You can configure address validation to enable address search fields that display matching records as you type. |
|
New school lookup table. |
The following lookup table has been added:
|
|
General lookup tables updated. |
The following lookup tables have been added: The following lookup tables have been updated: |
|
Community lookup tables updated. |
The following lookup tables have been added:
The following lookup tables have been updated: |
|
Current student lookup tables updated. |
The following lookup table has been added: The following lookup table has been updated: |
|
Staff lookup table added. |
The following lookup table has been added: |
|
Staff configuration settings added. |
The following configuration settings have been added: |
|
Course lookup tables added. |
The following lookup tables have been added: |
|
Absence events lookup tables added. |
The following lookup tables have been added: |
|
Student report lookup tables updated. |
The following lookup tables have been updated: |
|
Subject assessment lookup table added. |
The following lookup table has been added: |
|
Timetable lookup table added. |
The following timetable lookup table has been added: The following timetable lookup table has been updated: |
|
Materials lookup table added. |
The following lookup table has been added: |
|
Development lookup table added. |
The following lookup table has been added: |
|
luActionMessageType lookup table has been removed. |
The luActionMessageType lookup table has been removed. |
|
Events lookup table updated. |
The following lookup table has been updated: |
|
Events configuration setting added. |
The following configuration setting has been added: |
Last modified: 31/03/2017 2:23:48 PM
This section outlines changes to the System maintenance manual arising from changes made to Synergetic (versions 66R2-67.01).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 67 and pre-66 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
|---|---|---|
Action Centre subscriptions now applied immediately. |
Action Centre subscription changes are applied immediately for all current and future task messages.
|
|
New System Queues window. |
|
|
Communications now maintained when merging community records. |
Communications are now maintained and attached to the record being merged into. |
|
New Settings Maintenance window. |
You can use the Settings Maintenance window to maintain details of Action Centre messages. |
|
New school lookup tables documented. |
The following school lookup tables have been added: |
|
New general setup lookup tables documented. |
The following general setup lookup tables have been added: |
|
New field added to the luYearLevel lookup table. |
You can use the EducationType field in the luYearLevel lookup table to categorise students in the Student Disability Adjustment Crystal Report. |
Key current students reports in the Current students manual. |
New general setup configuration setting documented. |
The following general setup configuration setting has been added: |
|
New community lookup tables documented. |
The following community lookup tables have been added:
|
|
Community lookup tables updated. |
The following community lookup tables have been updated: |
|
Community configuration setting documented. |
The following community configuration settings have been added: |
|
New future students configuration settings documented. |
The following future student configuration settings have been added:
|
|
New future students lookup tables documented. |
The following future students lookup tables have been added:
|
|
New current students lookup tables documented. |
The following current students lookup tables have been added:
|
|
New past student lookup tables documented. |
The following past student lookup tables have been added: |
|
New past student configuration setting documented. |
The following past student configuration setting has been added: |
|
New staff maintenance lookup tables documented. |
The following staff maintenance lookup tables have been added: |
|
New class lookup tables documented. |
The following class lookup tables have been added: |
|
New course lookup tables documented. |
The following course lookup tables have been added: |
|
New absence events lookup tables documented. |
The following absence events lookup tables have been added: |
|
New absence events configuration settings documented. |
The following absence events configuration settings have been added: |
|
New attendance configuration settings documented. |
The following attendance configuration settings have been added:
|
|
New student results configuration setting documented. |
The following student results configuration settings have been added: |
|
New subject assessment configuration settings. |
The following subject assessments configuration settings have been added:
|
|
New student result calculations configuration setting documented. |
The following student result calculations configuration setting has been added: |
Maintaining student result calculations configuration settings |
New development lookup tables documented. |
The following development lookup tables have been added:
|
|
New development configuration settings documented. |
The following development configuration settings have been added: |
|
New medical lookup tables documented. |
The following medical lookup tables have been added: |
|
New medical configuration settings documented. |
The following medical configuration settings have been added: |
|
New objects lookup tables documented. |
The following objects lookup tables have been added: |
|
New Action Centre configuration settings documented. |
The following Action Centre configuration settings have been added:
|
|
New objects lookup tables documented. |
The following objects lookup tables have been added: |
|
New external systems lookup tables documented. |
The following external systems lookup tables have been added:
|
|
New external systems configuration setting documented. |
The following external systems configuration setting has been added: |
Last modified: 31/03/2017 2:23:48 PM
This section outlines changes to the System maintenance manual arising from changes made to Synergetic (versions 66.01-66R2).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 66 and pre-66 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
|---|---|---|
New security resources under Group security maintenance. |
You can use new security resource options under Group Security Maintenance to manage access to:
|
|
Sports/Co-curricular Maintenance module added under Group security Maintenance. |
You can use the new Sports/Co-curricular Maintenance module under Group security maintenance to assign security rights to the Sports Maintenance module.
|
|
New Default Sub School field in the Preferences tab of Group/User Security Maintenance - Users view. |
New Default Sub School field in the Preferences tab of Group/User Security Maintenance - Users view. |
|
New fields added to the Action Centre tab of the Group/User Security Maintenance - Users view. |
The following fields have been added to the Action Centre tab of the Group/User Security Maintenance - Users view:
|
|
New default value options. |
You can use the YearLevelMax and YearLevelMax-1 default values to populate Year 11 and Year 12 fields in non-New Zealand schools.
|
|
General setup lookup tables have been updated. |
General setup lookup tables have been added or updated: |
|
New Membership Configuration window. |
You can use the new Membership Configuration window to maintain calendar memberships. |
Maintaining calendar memberships |
Future student lookup tables have been added or updated. |
Future student lookup tables have been added or updated: |
|
Future student configuration settings have been added. |
Future student configuration settings have been added: |
|
Current students lookup tables have been added or updated. |
Current students lookup tables have been added or updated:
|
|
Staff lookup tables have been added. |
Staff lookup tables have been added: |
|
Absence event lookup table added. |
luAbsenceReason lookup table has been added. |
|
Class setup lookup table have been added. |
luSubjectClassCategory lookup table has been added. |
|
New Parent Teacher Interview configuration settings have been added. |
Parent teacher interview configuration settings have been added: |
|
Timetable setup lookup table has been added. |
luTimetableOperationMode lookup table has been added. |
|
Medical lookup tables have been added, updated or documented. |
Medical lookup tables have been added, updated or documented:
|
|
Medical configuration settings have been added. |
Medical configuration settings have been added:
|
Maintaining custom maintenance window icons |
CustomImmunisation configuration setting removed. |
The CustomImmunisation configuration setting has been removed. |
|
New Action Centre configuration settings have been documented. |
New Action Centre configuration settings have been documented:
|
|
Action Centre lookup table added. |
You can use the luActionMessageType lookup table to maintain Action Centre messages. |
luActionMessageType lookup table |
Event lookup tables have been updated or added. |
Event lookup tables have been updated or added: |
|
Communications configuration settings have been added. |
Communications configuration settings have been added: |
|
DocMan lookup table updated. |
You can no longer leave the security meaning blank on the luDocumentClassification lookup table. |
Last modified: 31/03/2017 2:23:48 PM
This section outlines changes to the System maintenance manual arising from changes made to Synergetic (versions 65.19-66.01).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 66 and pre-66 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
|---|---|---|
Changes to Group/User Security Maintenance. |
Search fields have been added for the Groups, Users, and security Rights areas.
Name column added to the users list.
|
|
New Action Centre tab. |
New Action Centre tab added for the Users security area to manage subscriptions, task statuses and settings.
|
|
New Permissions tab. |
New Permissions tab displays all the security resources for which a user has at least one permission in a grid similar to the Groups view.
|
|
New grid enhancements setting. |
Select the Auto Turn on Grid Enhancements field to enable column sorting and filtering on all capable grids.
|
Group/User Security Maintenance - Users view Setting up Synergetic the way you want in the Introduction manual |
New fields added to the Report Selector window. |
New fields Crystal and Use SSRS fields added to identify reports as either Crystal or SSRS. |
|
Security settings now standard for user defined lookup tables. |
Group/User security settings are now standard for all user-defined lookup tables. |
|
New fields added to all lookup tables. |
New ModifiedDate and ModifiedBy fields added to all lookup tables to help track modifications. |
|
Two-tiered fee structures disabled by default. |
Two-tiered fee structures are disabled by default. |
|
New DocMan tab. |
New DocMan tab in School Settings Maintenance. |
|
New Inter School Relationships tab. |
New Inter School Relationships tab in School Settings Maintenance. |
School Settings Maintenance - Inter School Relationships tab |
New luConsistency lookup table security settings |
New security column in the luConsistency lookup table to define access for all users or members of a group. |
|
Documented MailFmtBias and moved MailFmt. |
The documentation has been updated for two community configuration settings:
|
|
ShowInGridFlag configuration setting removed. |
ShowInGridFlag configuration setting has been removed. Tag list security is now configured using the SYS|TagListViewAddress security resource. |
|
New future student application configuration settings have been documented. |
New future student application configuration settings have been documented: |
|
New Type field in Photo Maintenance. |
New Type field in the grid area of Photo Maintenance lists the type of photo record. |
|
New attendance configuration settings have been documented. |
New attendance configuration settings have been documented: |
|
Items in luReportResultGroup can be marked as inactive. |
Items in the luReportResultGroup lookup table can be marked as inactive.
|
|
New luPTIRequestStatus lookup table |
New luPTIRequestStatus lookup table to define the status of a parent teacher interview request. |
|
Medical setup lookup tables have been added or updated. |
Medical setup lookup tables have been added or updated:
|
|
New email configuration settings have been documented. |
Email configuration settings have been added or updated: |
|
New external systems setup configuration settings have been documented. |
New external systems setup configuration settings have been documented. |
|
New Send to Parents field added to the DocMan Bulk Print window. |
New Send to Parents field added to the DocMan Bulk Print window. |
|
Ability to supress SynSuperUser document classification permissions. |
You can use the SynSuperUser:Authorised configuration setting to determine whether the SynSuperUser has access to all document classifications. |
|
New section to document how to configure Crystal Reports and individual report settings. |
A new section has been added to document how to configure:
|
Last modified: 31/03/2017 2:23:48 PM
This section outlines changes to the System maintenance manual arising from changes made to Synergetic (versions 64.13-65.19).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 65 and pre-65 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
|---|---|---|
Changes to auto-allocation of pledge receipts. |
Synergetic's automatic allocation of pledge receipts has changed. |
Synergetic Financial Configuration - Debtors tab - Sub Ledgers sub-tab |
New medical maintenance configuration settings and lookup tables documented. |
New medical maintenance configuration settings and lookup tables have been documented. |
CustomImmunisation configuration setting Discharge:AbsenceEvents Mode configuration setting MedicalIncident:Description configuration setting ReleaseExternally:AbsenceEventType configuration setting |
New Absence Factor rounding configurations settings. |
You can configure the thresholds that determine whether absences in minutes are rounded to 0.0, 0.5 and 1.0 day absences. |
ContactMinutesLower configuration setting |
Updated documentation for Crystal Reports. |
Suggestions for dimensions to create 3*10 labels have been added to the documentation. |
|
New search capability in Report Selector window. |
You can search for reports and user forms based on resource code, description or screen definition.
|
|
New tab in Group Security Maintenance. |
You can view which security resources users have permissions for in the Permissions tab of the Users view of Group Security Maintenance.
|
|
Custom stored procedures for parent teacher interviews. |
You can override Synergetic's stored procedures for parent teacher interviews with your own custom stored procedures. |
|
New communications configuration setting documented. |
You can configure the way labels are printed for families using the MailingFormat configuration setting. |
|
New export configuration setting. |
You can configure Synergetic to allow non-standard NAPLAN year exports. |
|
More lookup tables documented. |
You can set the categories for student alerts in the luCommunityAlertCategory lookup table.
You can set categories for community members' citizenship statuses in the luCitizenshipStatus lookup table. |
|
Finance setup information moved to the Finance manual. |
Information about setting up and maintaining financial information for Synergetic has been moved to the Finance manual from version 65. This includes information about setting up:
|
Finance in the Finance manual |
System maintenance manual restructured. |
Information about maintaining configuration files and lookup tables for various aspects of Synergetic have been moved within the manual. |
|
New Crystal Reports capability. |
You can prioritise standard Crystal Reports over custom reports for a Synergetic session. |
|
Extension of IconAlertsDisplay configuration setting. |
The IconAlertsDisplay configuration setting can also be used to configure the number of alerts displayed in SynWeb Attendance Maintenance. |
|
More Tag List configuration settings documented. |
You can determine when the Tag List window is displayed. |
|
New configuration settings for spelling. |
You can determine which dictionaries are used for the spell check and thesaurus functions and add words to a custom dictionary. |
|
New configuration setting for custom icons. |
You can set which colour Synergetic treats as transparent when displaying custom icons. |
|
New fields in luYearLevelStudentReportsExtra lookup table. |
You can optionally specify file years and semesters for student reports in the luYearLevelStudentReportsExtra lookup table. |
|
Descriptions added to luFutureStatus SynergyMeanings. |
Extra information has been added about the SynergyMeanings used in the luFutureStatus lookup table. |
|
Individual lookup table security resources. |
You can set security permissions for individual lookup tables using Group/User Security Maintenance. |
|
New DocMan configuration setting. |
You can set the default document classification when sending emails or importing documents into DocMan.
|
|
New online application import abilities. |
You can configure whether a self contact is created for a new student from the application import process using the AddStudentAsContact configuration setting. New fields are available for use in importable applications, including:
|
AddStudentAsContact configuration setting Creating importable applications Processing online applications in the Future students manual |
New attendance configuration setting. |
You can use the HideTimetableClashMessage configuration setting to suppress warnings about a timetable clash when students sign into a timetabled class. |
|
New application attribute. |
You can use the attribute Category to group future student applications.
|
|
New filter options on Process Online Applications window. |
You can set the values for the filter options on the Process Online Applications window and their defaults. |
luOnlineApplicationStatus lookup table DefaultFilter:ApplicationStatus configuration setting luOnlineApplicationType lookup table
|
New email configuration settings. |
You can configure whether:
|
AutoSpellCheckEmailFlag configuration setting |
New student reports configuration setting. |
You can set default fields applied to archived student reports.
|
Archive:Description configuration setting Archive:Path configuration setting |
luRelationship lookup table documented. |
The luRelationship lookup table has been documented. You can also use the luRelationship lookup table to set default Email and SMS behaviour for the relationship type.
|
|
Configuration settings documented. |
Documentation has been added for configuration settings that control how to create unique network logins and email addresses for community members. |
Community:NetworkLogin configuration setting NetworkLogin:ForceUniqueCheck configuration setting |
New configuration settings for multi-period classes. |
You can use the MultiPeriod:Enable configuration setting to allow one attendance record to be used for multi-periods where the same class runs over two or more successive periods. You can also schedule a short break between multi-period classes to allow students to make their way from one room to the next using the MultiPeriod:MaxInterval configuration setting. |
|
New MultiPeriod- |
You can control how multi-periods are handled when attendances are submitted or deleted using the MultiPeriodAttendanceMode column in the luFileType lookup table.
|
|
New Custom Help configuration setting |
You can configure which file server folder Synergetic uses to populate the Custom Help menu. |
|
New custom maintenance window icon configuration. |
You can configure custom maintenance window icons to beep when activated. |
Maintaining custom maintenance window icons |
New subject class linking control |
You can control whether subject classes can be linked together with the LinkedClass:EnabledFlag configuration setting. |
|
New menu toolbar configuration setting. |
You can configure the default icons for the menu toolbar. |
|
New search capabilities in Groups / User Security Maintenance. |
You can use the pipe character ( | ) to search multiple security resource fields at once. For example, FUT | Comm filters resources to communications security resources in the future students module. |
Last modified: 31/03/2017 2:23:48 PM
This section outlines changes to the System maintenance manual arising from changes made to Synergetic (versions 63.18-64.13).
Change |
More information |
See... |
|---|---|---|
New lookup tables documented. |
The luYearLevelGroup, luAchievementType, luHouse, luLeavingDestination, luReligion, luDepartment lookup tables have been documented. |
luAchievementType lookup table |
New fields in luTransport documented. |
The luTransport lookup table has ActiveFlag, ExternalSystemType and ExternalSystemCode fields. |
|
New fields in luFutureStatus documented. |
The luFutureStatus lookup table has RankingGroup, StatusSeq and ActiveFlag fields. |
|
New field in luTimetableGroup lookup table. |
You can set timetable groups to active or inactive in the luTimetableGroup lookup table. |
|
New configuration setting for online applications. |
You can configure whether students from online applications are made either Enquiry or Future students. |
|
New configuration setting for the NZMOE tab of Current Student Maintenance. |
You can choose to display the NZMOE tab even if your organisation is not in New Zealand. |
|
Limited functionality of OverrideSenderText configuration setting. |
The OverrideSenderText configuration setting only appends text to email messages sent from grids, not from elsewhere in Synergetic. |
|
New security resource. |
The new TagListAddManual security resource can be used to hide the
|
|
New security resource. |
The TagListViewAddress security resource can be used to control who can see address information for community members when adding them to tag lists and emails in SynWeb.
|
|
Added functionality in luPayrollPayFrequency. |
You can store up to four decimal places in the Divisor field of luPayrollPayFrequency lookup table. |
|
New StaffCodeInAssessmentsGrid configurations setting. |
You can choose whether to display the staff code on the Assessment tab of Student Results Maintenance.
|
|
New IncludeOccup- Desc configuration setting. |
You can control whether the Include Description in: Occupation Address flag is automatically selected when creating new a community member. |
|
New Default- Attendance- OfficerFlag configuration setting. |
You can determine whether attendance entry takes place in Attendance Officer Mode by default.
|
|
Group/User Security Maintenance window renamed. |
The Group Security Maintenance window has been renamed to Group User Security Maintenance.
|
|
Increased number of custom icons available. |
You can have up to ten different icons displayed on a maintenance screen, including standard alert icons. |
Maintaining custom maintenance window icons |
New IconAlertsDisplay configuration setting. |
You can configure whether student alert icons are displayed on the Attendance window and how wide the column is.
|
|
Multiple BPay pledge processing. |
BPay pledge payments can process multiple pledges to the same AutoeBank fund from the same community member. Older pledges are processed first. |
|
New field in Purchase Orders sub-tab of Business Units tab of Synergetic Financial Configuration. |
You can select to allow the creation of zero-dollar purchase orders in the Purchase Orders tab of the Business Units tab of Finance Configuration Maintenance.
|
Synergetic Financial Configuration - Business Units - Purchase Orders sub-tab |
New field in General tab of Synergetic Financial Configuration. |
You can select to display budget information in period order or calendar order in the General tab of Finance Configuration Maintenance.
|
Synergetic Financial Configuration Maintenance - General tab |
New PABX system configuration settings. |
You can configure Synergetic to handle object booking payments through a PABX system. |
|
New filter options in Photo Maintenance. |
You can filter photos using a student's Active status and using Tagged IDs in Synergetic Photo Maintenance.
|
|
New sub-tabs for Business Units in Synergetic Financial Configuration. |
You can use the Price Groups and Category Price Groups to assign different prices to customers from different constituencies within a business unit. |
Synergetic Financial Configuration - Business Units - Categories sub-tab Synergetic Financial Configuration - Business Units - Category Price Groups sub-tab Synergetic Financial Configuration - Business Units - Price Groups sub-tab |
New Sub Ledgers sub-tab in the Debtors tab of Synergetic Financial Configuration. |
You can use the Sub Ledgers sub-tab of the Debtors tab of Synergetic Financial Configuration to configure:
|
Synergetic Financial Configuration - Debtors tab - Sub Ledgers sub-tab |
New sub-tab for Sales sub-tab of Business Units tab of Synergetic Financial Configuration. |
You can queue item labels and barcodes to print labels for several items at once. |
Synergetic Financial Configuration - Business Units - Sales sub-tab - Page 4 sub-tab |
Last modified: 31/03/2017 2:23:48 PM
This section outlines changes to the System maintenance manual arising from changes made to Synergetic (versions 62.46-63.18).
Change |
More information |
See... |
|---|---|---|
Edit Synergetic Configuration File [Synergy.cfg] window documented. |
The Edit Synergetic Configuration File [Synergy.cfg] window has been documented. |
|
New configuration settings for email defaults. |
You can select whether the option to send emails to parents or guardians instead of students in the Send Email(s) window is selected by default.
|
DefaultToParent configuration setting |
New lookup table. |
You can maintain notification methods used for communications in the luNotifyMethod lookup table. |
|
New fields in lookup table. |
You can assign pay codes and fee codes to class types. |
|
New button in Configuration File Maintenance. |
You can overwrite the existing configuration value with a default value in Configuration File Maintenance.
|
|
New lookup table topics. |
The luAward and luAwardClassification lookup tables have been documented. |
|
luReportResultType lookup table Mask field limit has increased. |
You can have up to 4000 characters in the Mask field of luReportResultType lookup table. |
|
New attendance configuration settings. |
You can control:
|
AllowFutureEntry configuration setting |
New reports configuration setting. |
You can configure Synergetic to automatically exclude parents with email addresses from the Student Reports Grid.
|
|
New field in luSubjectClassType lookup table. |
You can specify the colour used to represent class types in the luSubjectClassType lookup table.
|
|
New field renaming feature. |
You can customise field names in Synergetic with a Synergy.rl file. |
|
New task notification configuration setting. |
You can configure which sender address or mail profile Synergetic uses to send task notifications in Configuration File Maintenance. |
|
New objects configuration settings. |
In the Configuration File Maintenance window and Lookup Table Maintenance window, you can configure aspects of:
|
|
New fields in Page 2 sub-tab of Debtor tab of Finance Configuration Maintenance. |
In the Page 2 sub-tab of the Debtors tab of Finance Configuration Maintenance you can select to create detailed bank reconcilation entries using bank statement reference fields for EFT or cheque payments.
|
Finance Configuration Maintenance - Debtors tab - Page 2 sub-tab |
New Synergetic Subscriber Status window. |
You can view information about VSR VSN Services transmissions in the new Synergetic Subscriber Status window.
|
|
New School Settings Maintenance window. |
You can enter general information about your organisation such as LOTE programs and parish information in the School Settings Maintenance window.
|
|
Languages lookup tables documented. |
You can maintain languages and LOTE program lookup tables. |
|
New field and button in Configuration File Maintenance. |
You can view, set and apply default values to configuration settings using the Default field and
|
|
New payment method available in Finance Configuration Maintenance |
You can add and maintain the third-party service My Student Account as a payment option for business units within your organisation.
|
Finance Configuration Maintenance - Business Units - Sale Payments sub-tab |
New options for importing student applications. |
You can import student applications into Synergetic by creating an importable XML file from a web form. |
Last modified: 31/03/2017 2:23:48 PM
This section outlines changes to the System maintenance manual arising from changes made to Synergetic (version 61.35-62.45)
Change |
More information |
See |
|---|---|---|
New fields in PAYG Summary tab of Financial Configuration Maintenance window. |
New fields have been added to support emailing PAYG Summary notifications.
|
|
New field in Bank Reconciliation Maintenance. |
You can select to preview bank reconciliation reports instead of printing them when closing bank reconciliations.
|
|
New configuration settings. |
You can:
|
AllowStartDateBeforeFileSemesterStartDate configuration setting |
Lookup table luDebtorSub-
|
You can create debtor sub ledgers to give debtors multiple billing accounts.
|
|
New configuration setting Base Date. |
New configuration setting determines whether a students age displays their age at:
|
|
New ability to choose student name in report comments. |
The CommentName configuration setting replaces the CommentUseGiven configuration setting, with added naming options.
|
|
New lookup table luStaffTraining |
The luStaffTrainingStatus can be used to set the default status for staff professional development.
|
|
New lookup table luCreditCard. |
The luCreditCard lookup table can be used to maintain credit card surcharges.
|
|
New lookup table luDebtorCash |
The luDebtorCashPrepaidGeneralLedger lookup table can be used to maintain general ledger allocations for overpayments made in the Cash Receipts Entry window.
|
luDebtorCashPrepaidGeneralLedger lookup table Debtor Cash Receipts Entry - Fees tab in the Debtors manual |
New ability to clear existing filters when searching for student reports to print. |
You can select to automatically ignore existing filters when searching for student reports to print using the StudentReportsPrint and ClearReportSelectionCriteriaBeforePrint configuration keys.
|
Printing student reports in the Assessment and reports manual. ClearReportSelectionCriteriaBeforePrint configuration setting |
New configuration setting DefaultEnforceOn. |
You can set whether mandatory campus selection is enforced when new users are created.
|
|
New lookup tables for scholarship setup. |
You can maintain active scholarships and scholarship application statuses. |
|
New configuration setting TerminationString. |
You can set a termination string to indicate the end of an SMS message.
|
|
New lookup table luPayrollLeave- |
The luPayrollLeaveAward lookup table can be used to maintain awards.
|
|
New KitItemCode lookup table. |
You can assign a KitItemCode to several individual sales items to sell them together as a kit in the Sales Entry window.
|
luItemKitComponents lookup table Selecting stock items for sale in the Sales manual. |
Renamed lookup table for previous schools. |
The luSchool lookup table maintains a list of schools that current and future students have previously attended. This lookup table was previously luPreviousSchool. |
|
New Foreign Currency function. |
You can configure Synergetic to:
|
|
New field in General tab of Banking Configuration Maintenance. |
You can select what currency a bank account uses in the General tab of Banking Configuration Maintenance.
|
|
New fields and buttons in General tab of Finance Configuration Maintenance. |
You can enable the use of foreign currencies in the General tab of Finance Configuration Maintenance.
|
|
New ability to import/export reports and user forms in the Report Selector window. |
You can import and export reports and user forms to and from Synergetic.
|
|
New creditor invoice warning configuration setting. |
You can control how many days past the current date and posting a warning displays when creating a creditor invoice. |
|
New configuration setting to control the first day of the week. |
You can specify what day of the week Synergetic regards as the first day of the week, and by extension what days are classified as the weekend. |
|
New configuration setting to control cancelled classes. |
You can set whether classes can be cancelled without first creating absence events for all students in the class.
|
|
Debtor underlay files for sub ledger Crystal Reports. |
You can set underlay files for debtor sub ledger Crystal Reports. |
|
New configuration setting to control recording late students. |
You can specify a time after which any students recorded as late is automatically recorded as absent instead. |
|
New lookup tables for job position notifications. |
You can configure notifications sent from job positions.
|
|
New field in Group Security Maintenance. |
You can view groups and users authorised to access the highlighted resource in the Group Security Maintenance window by selecting Show Authorised Groups and Users.
|
|
New fields available for customised attendance reports. |
You can use customised attendance flags in reports.
|
|
New fields and sub-tabs in the Debtors tab of Finance Configuration Maintenance. |
The Debtors tab of Finance Configuration Maintenance has been redesigned, with new sub-tabs and fields. |
|
New timetable printing override ability in Configuration File Maintenance. |
You can specify a timetable group that is automatically printed when you generate timetable reports for students and staff.
|
|
New AutoGenerate configuration setting. |
You can configure Synergetic to automatically generate bulk applications for new future students.
|
|
New abilities to customise the appearance of Synergetic. |
You can change the main menu background colour and use custom icons.
|
|
Multiple excursion types. |
You can create multiple absence event types with the SynergyMeaning of ExcursionInOut to use as different types of excursions. |
|
New field in Banking Configuration Maintenance. |
You can select a cashflow group in the General tab of Banking Configuration Maintenance for grouping purposes in the cashflow reports.
|
|
New options in Finance Configuration Maintenance. |
You can select new options for the Due Date Override field on the Creditors tab of Finance Configuration Maintenance.
|
|
New field type in Report Form Designer. |
You can use the NVarChar field type to handle unicode fields in the Report Form Designer. |
|
New security resources in Group/User Security Maintenance. |
In Group/User Security Maintenance, you can use the TagList resources under the System module to control who can:
|
|
New lookup table for managing tasks. |
You can define the status of tasks in the luTaskStatus lookup table. |
|
New configuration settings for the VSR VSN Service. |
You can configure how Synergetic communicates with the VSR (Victoria Students Registrar) web service. |
|
New debtor statements configurations. |
You can configure Synergetic to email and store individual debtor statements from statement runs. |
Finance Configuration Maintenance - Debtors tab - Page 3 sub-tab |
New payslip printing configurations. |
You can configure Synergetic to create generate payslips as a combined PDF that is separated into individual payslips. This is much faster than generating individual payslips. |
|
New ENROL batch processing configuration settings. |
You can control whether:
|
|
New DocMan service configuration settings. |
You can maintain configuration settings for the DocMan service in Configuration File Maintenance. |
|
New ForceFTELeave |
The ForceFTELeaveCalcFlag field is available to force particular leave types to always be processed on an FTE basis. For example, long service leave.
|
luPayrollLeaveAwards lookup table Maintaining awards in the Payroll manual |
Last modified: 31/03/2017 2:23:48 PM
This section outlines the changes to the System maintenance manual arising from changes made to Synergetic (version 61.00-61.35).
Change |
More information |
See |
|---|---|---|
Default Absence Type Code. |
You can assign a default absence type code to an absence event type (mode) rather than it being left unexplained.
For example, your organisation wants to implement a bus late sign in or exam leave sign out scanner. |
luAbsenceEventType lookup table See Recording student movements using default absence type codes in the Attendance and absence events manual.
|
Show Second Screen with an unexplained absence type in red and beep the user. |
Display unexplained absences in red and beep the user on the Second Screen, if no prior arrangement has been made for the student signing in or out automatically.
|
BeepWhenUnexplainedFlag configuration setting Unattended sign in and sign out in the Attendance and absence events manual.
|
New luSubSchool lookup table. |
The luSubSchool lookup table is used mostly by multi-campus organisations that provide schooling for all year levels at each campus. For example, year levels can be grouped into a:
The sub-school can then be used for searching for current and future students. |
Searching for existing students in the Current students manual
|
Filter Year Level based on Campus. |
Filter Year Level based on Campus when creating a new current student, on the Create New Student - School window.
|
Create New Student - School window in the Current students manual
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New configuration settings required when creating new current or future student when the contact is the student. |
This change applies when creating a new current or future student and the Contact is Student field is selected.
By default a parent constituency is added on the Constits tab in Community Maintenance.
A new ParentFlag configuration setting has been added to prevent the parent constituency being added. Also, the student is given the contact relationship of Self. The name of this relationship can be changed using the RelationDescription configuration setting.
|
ParentFlag configuration setting RelationDescription configuration setting Community Maintenance - Constits tab in the Community manual
|
Future students set up data. |
New topics have been added to maintain future student setup data because the Activity tab is used from future students and recently from current students.
Additional information is provided to set up data to help users create activities from current students, such as the SortOrder field (column).
|
Maintaining future students setup data luFutureActivityStatus lookup table
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Future students set up data. |
The AutoAddCourse setting has been documented for future students, based on the corresponding setting used in current students. |
|
Add support for academic years that start in the middle of the year. |
A new configuration setting is used by organisations that:
This ensures that the July roll return is using data from the correct file year. For example, the July 2016 roll return uses student enrolment data from the 2016-2017 academic year. |
Maintaining external systems setup data MidYearStartSchoolYearFlag configuration setting
|
Updated setup data for agent commissions. |
Information has been added about the luStudentCourseStatus lookup table, to explain what is required before agent commissions can be paid and course charges can be applied. |
luStudentCourseStatus lookup table
|
Descriptions for existing lookup tables. |
Two transport-related lookup tables have been described. |
|
New lookup table luStudentClassFocusArea. |
New lookup table to define special areas of focus in a class. |
|
New lookup table luDebtorInstalmentFrequency. |
New lookup table to define debtor instalment frequencies.
|
|
New lookup table luDocumentClassification. |
New lookup table to define document types. |
|
New configuration setting AddressesUserFlags. |
New configuration setting to define custom address flags for community members. |
|
New configuration setting CommunityUserFlags. |
New configuration setting to define custom community flags for community members. |
|
New field in the General tab of Banking Configuration Maintenance. |
New fields have been added in the General tab of Banking Configuration Maintenance to allow you to define your own Crystal Reports files for bank deposit lists and cheque stationary. |
|
New configuration options in the Purchase Orders sub-tab of the Business Units tab of Finance Configuration Maintenance. |
New configuration options have been added in the Purchase Orders sub-tab of the Business Units tab of Finance Configuration Maintenance to:
|
Finance Configuration Maintenance - Business Units tab - Purchase Orders sub-tab |
New Configuration File Maintenance settings for purchase order notifications. |
New settings have been added in Configuration File Maintenance to store emailed purchase order notifications in the DocMan tab of Creditor Maintenance.
|
Maintaining purchase order notification email storage settings |
New configuration setting BookedByUser. |
A new BookedByUser configuration setting has been added to control whether new bookings select the current user by default.
|
BookedByUser configuration setting
|
New configuration setting UserForm. |
You can now set user forms to appear as tabs in the Object Maintenance window. |
UserForm configuration setting
|
New configuration setting AllowManualEdit. |
A new AllowManualEdit configuration setting has been added to control whether or not users can edit the Latitude and Longitude coordinates of the following tabs of the Community Maintenance window:
|
AllowManualEdit configuration setting
|
Separate select group security setting. |
You now have more control over group security settings. Only users with the Select security permission in Group/User Security Maintenance are able to view tabs or modules and open them from the menu. |
Group Security Maintenance - Groups View
|
New field in Bulk Generate Address DPIDs. |
A new field Update Address Postcodes if Different allows you to automatically correct the postcodes in the database if they are different to those generated by the RAT. |
Verifying the community database against the PAF
|
New group/user security setting.
|
A new security setting CommunityMaintenance | FlipBreakSpouse has been added to the System module in Group/User Security Maintenance to control the ability to flip and break spouses. Users with the Delete permission at the time of upgrade are automatically given permission.
|
Flipping spouses in the Community maintenance manual.
|
Caption override removed from user forms. |
Synergetic no longer overrides a user form caption of semester to the override term listed in Student File Semester Maintenance window. It is no longer necessary to use the ~ prefix to prevent a caption being overridden: the ~ prefix has been dropped from all captions. |
|
User forms can now call database functions. |
You can now use database functions that return tables to create user forms, allowing you to pass additional information to the database. |
|
Scheduling user reports. |
A new topic has been added detailing how to schedule User Reports to run automatically.
|
|
Report Scheduling automatic last day of month. |
Setting the schedule date to the 31st of the month now runs the report on the last day of each month, regardless of how many days in that month.
|
|
New Report Scheduling interface. |
The Report Scheduling window has been updated with a new layout. |
|
New user search forms. |
You can now create a custom search form for each maintenance window. |
|
Custom icons. |
A new topic has been added detailing how to use custom icons to display important information at all times on maintenance screens. |
Maintaining custom maintenance window icons
|
This section outlines the changes to the System maintenance manual arising from changes made to Synergetic (version 59.15-v60.37).
Change |
More information |
See |
|---|---|---|
Updated attendance functions. |
Extensive changes have been made to the way attendance and absence events functions are performed. 37 new topics have been written to provide detailed information on:
Two existing topics have been incorporated into two new topics. |
Maintaining attendance and absence events setup data
|
Documentation of key current students set up data. |
Four new topics have been written about some of the set up data required for past students. |
Maintaining current students setup data
|
Documentation of key past students set up data. |
Two new topics have been written about some of the set up data required for current students. |
Maintaining past students setup data
|
Documentation of key assessments and reports set up data. |
33 new topics have been written about some of the set up data required for student assessments and reports. |
Maintaining assessments and reports setup data
|
Documentation of general set up data. |
Six new topics have been written about some of the general set up parameters. |
Maintaining general setup data
|
Documentation of SMS setup. |
Several new topics have been written about setting up and configuring a Short Message Service (SMS) integrated with Synergetic. |
Setting up SMS (Short Message Service)
|
Documentation of some aspects of email setup. |
Two new topics have been written about some aspects of setting up and configuring email. |
|
Can force suburbs to uppercase or not. |
A new topic has been written explaining how to allow the Suburb field (or City) to be forced to uppercase or not in Community Maintenance. This has been introduced to comply with postal standards in New Zealand organisations.
|
This section outlines the changes to the System maintenance manual arising from changes made to Synergetic (version 58.09-v59.14).
Change |
More information |
See |
|---|---|---|
New and updated topics. |
New topics have been added to provide more information on the Lookup Table Maintenance window, particularly for loading values for external systems, such as MCEETYA. |
|
Enhanced search capabilities in Configuration File Maintenance. |
The search can filter the configuration data based on the key word entered. The search looks at all keys, and optionally the value field, for the key word entered. |
|
Allow commenting of records in Configuration File Maintenance. |
A configuration record now allows two comments. One is a Synergetic Management Systems comment and one for your own comment. If a comment has been added, it is displayed on the side panel. |
|
New configuration setting for exporting using the SES tab. |
Additional methods are available for identifying the parents or guardians of a student. |
|
Finance Configuration Maintenance - changes to Business Units and Sales tabs to allow you to configure the way your organisation handles sales. |
A new flag Include Consignment Stock on Search is available on the Consignment sub-tab which allows you to determine whether to include consignment stock in the item stocktake process or not. |
Finance Configuration Maintenance - Business Units - Consignment sub-tab |
Sales Entry - Allow scans of the same item to be summarised into one line. |
The Adjust Quantity for Same Sale Item field has been added to the Page 1 tab of Finance Configuration Maintenance - Business Units - Sales sub-tab.
This reflects the new capability that if the customer purchases more than one of the same item, they either appear as:
This can be set independently for each business unit at your organisation. |
Finance Configuration Maintenance - Business Units - Sales sub-tab Using the Sales Entry window in the Sales manual |
Sales Entry - New No Sale Password field to accompany the new |
The No Sale Password field has been added to the Page 2 tab of Finance Configuration Maintenance - Business Units - Sales sub-tab. A description of the field has been included along with information about the new |
Finance Configuration Maintenance - Business Units - Sales sub-tab Using the Sales Entry window in the Sales manual |
Attendance Maintenance - ability to default to students either being non-attended or attended. |
A new configuration setting has been developed to determine the initial condition of the Attended field on the Attendance window.
This is a requirement for New Zealand schools, however Australian schools may prefer to select marking students present, rather marking absent students. |
|
Attendance Maintenance user flags. |
Up to five additional user-defined fields (columns) can be included in the grid area.
For example, you can set the flags to mark whether homework has been submitted, merit points have been awarded or demerit points have been given to a student during class. |
|
Change to the way Peer Year is determined. |
The UseEntryDate configuration setting has been documented. The setting is used to determine which fields are used to set a past student's peer year, when transferring them from current students to past students. You can now use the student's entry date.
A new topic has been created for past students-related setup data. |
UseEntryDate configuration setting Maintaining past students setup data
|
Existing postings are not affected by changing the detailed control setting in Finance Configuration Maintenance. |
A new flag has been added to the posting control record, so that if the Create Detailed Control Journals for G/L Postings field is set to detailed (multiple dates within the posting) on the General tab of Finance Configuration Maintenance existing postings is not affected.
|
|
Fields have changed on the Report Selector window. |
The following fields have changed on the Report Selector window:
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Last modified: 31/03/2017 2:23:48 PM
© 2017 Synergetic Management Systems. Published 20 July 2017.
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