Subject Assessment Area Maintenance - DocMan bar
Use the DocMan bar to view, import, export, update and delete documents, pictures and spreadsheets related to subject assessment areas.
Also see Using document management (DocMan) in the Introduction manual.
Subject Assessment Area Maintenance - DocMan bar key fields and buttons
Selection area
The selection area consists of:
- fields used to determine which documents are displayed
- a button, used when one of the selection fields is changed.
Fields
Field | Description |
---|---|
Classification | Select the document classification to filter on. |
Document Type | Select the document type to filter on. |
Description | Type in a description to filter the documents on. |
Source Reference | Select the document source reference to filter on. For example, Manual Load. |
Buttons
Button | Description |
---|---|
Refresh the documents displayed after changing the selection fields. |
Grid area
The grid area consists of:
- key fields for each of the documents
- command links for actions that can be performed for the document.
Fields
Field | Description |
---|---|
Created date | Date the document, spreadsheet or picture is imported into Synergetic. |
Classification code | Classification of the document. Note: You can maintain document classifications using the luDocumentClassification lookup table. See luDocumentClassification lookup table in the Synergetic System maintenance manual. |
Description | Meaningful description for the document. |
Type | Type of document. Typical examples include:
|
Source code | Source of the item. Typical examples include:
|
Source date | Date that the source document was created. |
Source reference | Cross-reference to the source. For example the name, issue date and page of a newspaper where the photograph appeared. |
Buttons
Button | Description |
---|---|
Launch the Add Document window to add a new document. |
Command links
Link | Description |
---|---|
View | View the selected document, photo or spreadsheet in a new browser window. |
Edit | Edit the details of the selected document, photo or spreadsheet in the Update Document Details window. |
Delete | Delete the selected document, photo or spreadsheet from the list of documents. To do this:
|
Common buttons
Button | Description |
---|---|
Navigate between the subject assessment areas. | |
Delete the selected subject assessment area. See Deleting subject assessment areas. | |
Create a new subject assessment area. | |
Search for another subject assessment area. | |
Customise which navigation bars are displayed and their order. | |
Create a task relating to the selected subject assessment area. |