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.

 Opening User Preferences - Preferences tab

To open the Preferences window:

  1. Select File > Preferences from the main menu.

    The Preferences tab of the Preferences window is displayed.
    Note: You cannot access the Preferences window if you are in any programs within Synergetic. If your File menu does not show the Preferences option, close all modules.
     

  2. Change your preferences as required.
  3. Click .
  4. Select File > Reload Configuration Settings.

    Synergetic's configuration settings are reloaded with your new preferences. 

Preferences window - Preferences tab key fields
You can make the following settings specific to your login:

Field

Description

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.

Note:
This may result in grid header titles being truncated to fit the column sort icon.

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.
If data editing is turned off, the data editing icon on your toolbar is displayed as . To turn data editing on, click the icon or press F8.

Drop Down Main Selection Menu

If this is selected, the main menu items appear as a drop-down list:

If it is not selected, the menu appears in a separate window:

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.

You need to think carefully about what is a realistic time. If your computer is in a secure area, then it is probably not an issue, however if you are in a public area, you should consider having a short timeout period.

Note:
Only system administrators can change the timeout period.

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.

  • Yes (Before sending out your email)
  • No (Spell check manually)
  • Default (Based on global settings).

Initial Email Format

Allows you to configure automatic email formatting:

  • HTML editor
  • Plain text
  • Default (Based on global settings).

Student File Year

You can set your own default year, rather than using the overall default year set for everyone.

If your selected year is different to the overall year then Synergetic will display a confirmation window every time you log on.

Term

Allows you to work in a specific term. The term can be a semester or a term number.

This defaults to the setting for your organisation. See Maintaining student file semesters in the Curriculum manual.

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:

  • displayed all the time
  • displayed only when no programs are open
  • never displayed.

Menu Toolbar Images

Select the style of toolbar images you want:

  • System Default - use the toolbar images set as the default. See IconSet configuration setting in the System maintenance manual.
  • Windows 8 look.
  • Synergetic V65 early beta - use the toolbar images from version 65.
  • Synergetic V64 and prior - use the toolbar images from version 64 and earlier.
  • Synergetic Retro - use the original toolbar images.

Show Captions


Turns the captions underneath the toolbar icons on and off.

 

Lookup Search Method

Select the search method to use when filtering options in drop-down lists. You can select either:

  • Traditional to only allow searching based on lookup table codes
  • Enhanced to allow searching based on any word.



 Opening User Preferences - Login tab

To open the Preferences window:

  1. Select File > Preferences from the main menu.

    The Preferences tab of the Preferences window is displayed.
    Note: You cannot access the Preferences window if you are in any programs within Synergetic. If your File menu does not show the Preferences option, close all modules.
  2. Click the Login tab.
    The Login tab of the Preferences window is displayed.
     

  3. Change your preferences as required.
    Note: Only system administrators can change login preferences.
  4. Click
  5. Select File > Reload Configuration Settings

    Synergetic's configuration settings are reloaded with your new preferences. 

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

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.
See also System > Group/User Security Maintenance. Click Users.



 Opening User Preferences - Action Centre tab

To open the Preferences window:

  1. Select File > Preferences from the main menu.
     
    The Preferences tab of the Preferences window is displayed.
    Note: You cannot access the Preferences window if you are in any programs within Synergetic. If your File menu does not show the Preferences option, close all modules.
     

  2. Change your preferences as required.
  3. Click .
  4. Select File > Reload Configuration Settings.
     
    Synergetic's configuration settings are reloaded with your new preferences. 

Preferences window - Action Centre tab key fields

System administrators can make the following settings specific to the Action Centre:
Grid area fields

Field

Description

Type

Type of Action Centre notification. Either:

  • message
  • task
  • error
  • group of notifications.

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:

Email

Whether the current user receives email notifications for the currently selected Action Centre message type.

Note:
Groups of users can be subscribed to Action Centre email notifications using the Action Centre Types group security resource. See Group/User Security Maintenance - Groups View
in the System Maintenance manual.

Unactioned Task

Status of unactioned Action Centre tasks.

You can either:

  • Select the Read Only field:
    The Action Centre task is marked as a message and the message icon is displayed.


    Note: This field can only be modified if the subscription level of the Action Centre task is set to Group and User on the Action Centre tab of the Users view of security maintenance. See the Group/User Security Maintenance - Users view in the System maintenance manual.

  • Leave the Read Only field blank:

    The Action Centre task is marked as a task and the task icon is displayed.

Actioned Task

Status of actioned Action Centre tasks.

You can either:

  • Select the Read field:

    The Action Centre task is marked as a message and the message icon is displayed when the task is actioned.


    Note:
    This field can only be modified if either the subscription level is set to Group and User on the Action
    Centre tab of the Users view or if the Actioned Tasks Read Info has not been checked in the Groups view grid area. See Maintaining security permissions in the System maintenance manual.
     
  • Leave the Read field blank:
    The Action Centre task remains a task and no icon is displayed when the task is actioned.

Fields

Field

Description

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.


Note: When this option is selected, clicking the Action Centre icon once will open the Action Centre.

Always Show Summary Panel

Select to always show the summary panel on start-up.

Position

Position of the Action Centre Summary panel. Either:

  • bottom-left
  • bottom-right
  • top-left
  • top-right
  • centre.

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.

Note:
To maintain Action Centre message type permissions, see Group/User Security Maintenance - Groups View in the Synergetic System maintenance manual.