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Use the DocMan bar to attach documents, spreadsheets or pictures to a staff member's file. For example, you could attach each staff member's job description to their file.

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Staff Maintenance - DocMan bar key fields and buttons
Fields

Field

Description

Classification

Classification of the documents to be displayed. Access to documents can be restricted based on user security levels.
Select the classification from the drop-down list to filter the documents displayed.

Document Type

Type of document. For example:

  • Microsoft Word Document
  • JPG Photo
  • Adobe Acrobat File
  • Microsoft Excel Spreadsheet.

Note: The document types set up are those that are used at your organisation as defined in the luDocumentType lookup table. See the luDocumentType lookup table in the System maintenance manual.
Select the type of document from the drop-down list to filter the documents displayed.

Description

Type a description to filter the document on.

Source Reference

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

Grid area fields

Field

Description

Created

Date and time the document, spreadsheet or picture was imported into SynWeb.

Classification

Classification of the item.
Classifications are maintained in the luDocumentClassification lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual.

Description

Meaningful description of the document.

Source Code

Source of the item. Typical examples include:

  • Archive
  • Magazine
  • Newspaper
  • School Photo
  • Website.
    Document sources are maintained in the luDocumentSourceCode lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual.

Source Date

Date the item was published or received.

Source Reference

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

Type

Type of document. Typical examples include:

  • DOC, DOCX (Microsoft Word document)
  • JPG (photo using the Joint Photographic Experts Group format)
  • PDF (Adobe Acrobat file)
  • XLS, XLSX (Microsoft Excel spreadsheet).
    Document types are maintained in the luDocumentType lookup table. See Maintaining lookup tables in the System maintenance manual.

View

View the selected document.

Buttons

Button

Description

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Launch the Attach Document window to add a new document record.
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Download the selected document, photo or spreadsheet.

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

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Edit the selected record.

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Delete the selected record.


Common buttons

Button

Description

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Create a new staff member. See Creating staff members.

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

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Display the Staff Maintenance Search Criteria window.
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You can update the search criteria and search for new staff. See Searching for staff members.

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

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

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Click to refresh the screen for the selected staff member.