Use the DocMan tab 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.
Also see Using document management (DocMan) in the Introduction manual.
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Staff Maintenance - DocMan tab key fields and buttons
Fields
Field | Description |
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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:
Select the type of document from the drop-down list to filter the documents displayed. |
Description | Filter the documents to those which have the typed words in the description. |
Source Reference | Filter the documents to those which have the typed words in the source reference. |
Grid area fields
Field | Description |
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Created Date | Date and time the document, spreadsheet or picture was imported into Synergetic. |
Classification | Classification of the document. Classifications are maintained in the luDocumentClassification lookup table. See luDocumentClassification lookup table in the System maintenance manual. |
Description | Short description of the document. |
Source Code | Source of the document. Typical examples include:
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Source Date | Date the document was published or received. |
Source Reference | Cross-reference to the source. For example the name, issue date and page of a newspaper where the student's photograph appeared. |
Source Path | Location of the document in the file system or URL. This field shows the document's original location if the file has been embedded in the Synergetic database. |
Type | Type of document. Typical examples include:
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Seq | Unique number identifying the document. |
Buttons
Button | Description |
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Open the highlighted document in the appropriate application to view the document. For example, a community member's record includes a Microsoft Word document in the DocMan tab. Click to open the document in Microsoft Word. | |
Import a document, spreadsheet, picture or link an external web page. See:
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Export a document, spreadsheet or picture.
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Open the highlighted document on the DocMan tab and update the information about the document. | |
Delete the highlighted document from the DocMan tab. | |
Maintain the community members linked to the document, spreadsheet or photo. You can:
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DocMan Links window key buttons
Button | Description |
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Add a community member to share the document. See Sharing a document with other community members in the Introduction manual. | |
Add the document to the DocMan tab for each of the community members contained in the current tag list. | |
Remove the document from the DocMan tab of the highlighted community member. | |
Remove the document from the DocMan tab of all community members in the current tag list. |
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