Setting up Synergetic the way you want
There are some settings available that let you tailor Synergetic for your own use.
You can update your individual user preferences in the Preferences window.
Preferences window - Preferences tab key fields
You can make the following settings specific to your login:
Field | Description |
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Message Boxes Beep | If this is selected, your computer will make a sound whenever a message window is displayed. |
Use ID as initial search field | The cursor is in the ID field when opening a search selection screen. |
Auto Show Favourite Reports | When opening Synergetic Crystal Reports, automatically shows your favourites rather than everything that is in the module. |
Auto Turn on Grid Enhancements | Synergetic automatically enables column sorting and filtering on all grids that can support it. |
Initial Data Edit | When data editing is on, you can make changes to the data. If it is off, Synergetic prompts you to turn it on if you attempt to make a change. |
Drop Down Main Selection Menu | If this is selected, the main menu items appear as a drop-down list: |
Override automatic shutdown | Allows the time for automatic shutdown to be increased or decreased. |
Timeout period (mins) | The number of minutes that Synergetic can be inactive before it automatically shuts down. |
Student Search Default Active Flag | Select to make the Active field in the Set Current Student Search Criteria window to default to Yes. |
Allow Drag and Drop from Outlook | Allows you to add emails to the Correspondence tab of a maintenance program by dragging and dropping the emails from Microsoft Outlook into the tab. |
Old Style Grids | Select to display grids using the old view with horizontal lines. |
Auto Email Spell Check | Allows you to configure automatic email spell checking.
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Initial Email Format | Allows you to configure automatic email formatting:
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Student File Year | You can set your own default year, rather than using the overall default year set for everyone. |
Term | Allows you to work in a specific term. The term can be a semester or a term number. |
Default File Type | Allows you to select the file type that you will mostly be working in. For example M for music, A for academic. |
Default Campus | Allows you to select the default campus to work in. |
Default Campus Enforced | Select to enforce a mandatory campus selection against a user. See DefaultEnforceOn configuration setting in the System maintenance manual for more information. |
Default Sub School | Allows you to select the default sub-school to work in. See luSubSchool lookup table in the System maintenance manual. |
Default Document Classification | Select the default document classification that should be applied when creating documents in DocMan and when sending emails. |
Override System Default | Select to use the Default Document Classification field to set the default documentation classification in DocMan instead of the default classification defined by the system administrator. See Document:Classification configuration setting in the System maintenance manual for more information. |
Spell Checker to use | Select a spell checker from the list provided. Select Standard to use the Australian Dictionary. |
Menu Toolbar Style | Select whether the main module toolbar is:
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Menu Toolbar Images | Select the style of toolbar images you want:
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Show Captions | Turns the captions underneath the toolbar icons on and off. |
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Lookup Search Method | Select the search method to use when filtering options in drop-down lists. You can select either:
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Preferences window - Login tab key fields
The login settings can be managed using either:
- SQL authentication
- Active Directory.
If your organisation ties logins to Windows credentials, passwords are managed in Active Directory.
If your organisation uses SQL authentication, system administrators can make the following settings specific to logins:
Field | Description |
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Change Password Next Login | Select to force you to change your password next time you log in to Synergetic. |
Password Never Expires | Select to prevent your password from expiring. |
Password Expiry Date | If you have not selected the Password Never Expires field, select a date when your current password will expire and you will have to enter a new one. |
Last Login Date | Date and time of last login to Synergetic. |
Last Password Change Date | Date you last changed your password. |
Preferences window - Action Centre tab key fields
System administrators can make the following settings specific to the Action Centre:
Grid area fields
Field | Description |
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Type | Type of Action Centre notification. Either:
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Message Type | Description of the Action Centre notification. |
Database | Database where the Action Centre notification is stored. |
Group/User | Level of subscription. You can be subscribed as either:
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Whether the current user receives email notifications for the currently selected Action Centre message type. | |
Unactioned Task | Status of unactioned Action Centre tasks.
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Actioned Task | Status of actioned Action Centre tasks.
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Fields
Field | Description |
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Show Summary Panel on Hover of Action Centre Icon | Select to enable the user to display the summary panel by hovering over the Action Centre icon. |
Always Show Summary Panel | Select to always show the summary panel on start-up. |
Position | Position of the Action Centre Summary panel. Either:
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Create Reminder Messages in Action Centre for Tasks | Select to create reminder messages in the Action Centre for upcoming tasks. |
Days before the due date for reminder | Days before the task due date that the Action Centre displays the reminder. |
Create Overdue Message in Action Centre for Tasks | Select to create overdue messages in the Action Centre for overdue tasks. |
Receive emails for non-subscribed messages | Select to allow the user to receive email notifications for unsubscribed messages. |