Current Student Maintenance - Pastoral Care tab - DocMan sub-tab

Use the DocMan sub-tab to view documents relating to the pastoral care item.

 Opening the DocMan sub-tab

To open the DocMan sub-tab of the Pastoral Care tab:

  1. Select Module > Students > Current Student Maintenance from the main menu.
    The Set Current Student Search Criteria window is displayed.
    Tip: You can also access the current student functions by clicking .
  2. Search for the student. See Searching for existing students in the Current students manual.
  3. Click the Pastoral Care tab.
    The Details sub-tab of the Pastoral Care tab of the Current Student Maintenance window is displayed.
  4. Click the DocMan sub-tab.
    The DocMan sub-tab of the Pastoral Care tab is displayed.


Current Student Maintenance - Pastoral Care tab grid area fields

Field

Description

CreatedByName

Name of the staff member who created the pastoral care item.

ModifiedByName

Name of the staff member who last modified the pastoral care item.

EmailSentByName

Name of the staff member who sent an email about the pastoral care item.

DocumentClassificationDescription

Description of the document classification for the pastoral care item.

PastoralCareSeq

Unique code identifying the pastoral care item.

ID

ID of the student relating to the pastoral care item.

CampusAndClassCode

Code for the class and campus that the pastoral care item relates to.

ItemDate

Date of the incident that the pastoral care item relates to.

MethodCode

Code of the method relating to the pastoral care item.

Details

Information on the pastoral care item that is available to all staff.

PrivateDetails

Information on the pastoral care item that is confidential.

InitiatorCode

Staff code of the staff member who initiated the pastoral care item.

TypeCode

Code of the type of pastoral care item.

Type

Description of the type of pastoral care item.

CategoryCode

Code of the pastoral care item category.

Category

Description of the pastoral care item category.

ClassificationCode

Code of the pastoral care item classification.

IsFollowUpFlag

Whether or not the pastoral care item should be followed up.

FollowUpDate

Date the pastoral care item was followed up.

ConfidentialFlag

Whether the pastoral care item was marked as confidential.

CreatedDate

Date the pastoral care item was created.

CreatedByID

Synergetic community ID of the staff member who created the pastoral care item.

ModifiedDate

Date the pastoral care item was modified.

ModifiedByID

Synergetic community ID of the staff member who modified the pastoral care item.

EmailSentDate

Date an email was sent regarding the pastoral care item.

EmailSentByID

Synergetic community ID of the staff member who sent an email about the pastoral care item.

Description

Description of the pastoral care item.

ClassCode

Code of the class the pastoral care item relates to.

ClassCampus

Campus of the class the pastoral care item relates to.

CreatedByCurrentUserFlag

If selected, this pastoral care item was created by this staff member.

SubjectClassesSeq

Unique identifier of the subject that the class of the pastoral care item relates to.

CommentCount

Number of comments on the pastoral care item.

TutorRead

If selected, the student's tutor has read this pastoral care item.

FormRead

If selected, the student's form leader has read this pastoral care item.

HouseRead

If selected, the student's head of house has read this pastoral care item.

YLCRead

If selected, the student's year level coordinator has read this pastoral care item.


Current Student Maintenance - DocMan sub-tab key fields and buttons
Filter area 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.

Description

Filter the documents to those which have the typed words in the description.

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.
    Select the type of document from the drop-down list to filter the documents displayed.

Source Reference

Filter the documents to those which have the typed words in the source reference.

Grid area fields

Field

Description

Created Date

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

Classification

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

Description

Short description of the item.

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 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 student's photograph appeared.

Source Path

Location of the document in the file system or URL.

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.

Seq

Unique number identifying the document.