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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.

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  • fields used to determine which documents are displayed
  • a button, used when one of the selection fields is changed.

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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

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Refresh the documents displayed after changing the selection fields.


Grid area
The grid area consists of:

  • key fields for each of the documents
  • command links for actions that can be performed for the document.

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

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Button

Description

Launch the Add Document window to add a new document.

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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.


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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.


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    The following window is displayed.

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  2. Click
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Common buttons

Button

Description

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Navigate between the subject assessment areas.

 

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

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Create a new subject assessment area.

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Search for another subject assessment area.

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Customise which navigation bars are displayed and their order.

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Create a task relating to the selected subject assessment area.