Staff Maintenance - DocMan bar

Use the DocMan bar 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.

Opening the DocMan bar

Select Human Resources > Staff Maintenance from the SynWeb main menu.
The Staff Search Criteria window is displayed.
Search for the staff member. See Searching for staff members.
Click the DocMan bar.

Tip: You can click anywhere on a navigation bar other than the caption to open it.

The DocMan bar of the Staff Maintenance window is displayed.

Staff Maintenance - DocMan bar key fields and buttons
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.
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 as defined in the luDocumentType lookup table. See the luDocumentType lookup table in the System maintenance manual. Select the type of document from the drop-down list to filter the documents displayed.
Description	Type a description to filter the document on.
Source Reference	Select the document source reference to filter on. For example, Manual Load.

Grid area fields

Field	Description
Created	Date and time the document, spreadsheet or picture was imported into SynWeb.
Classification	Classification of the item. Classifications are maintained in the luDocumentClassification lookup table. See Maintaining lookup tables in the Synergetic System maintenance manual.
Description	Meaningful description of the document.
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 Synergetic 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 staff member's photograph appeared.
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.
View	View the selected document.

Buttons

Button	Description
	Launch the Attach Document window to add a new document record.
	Download the selected document, photo or spreadsheet.
	Launch the selected document, photo or spreadsheet in a new window.
	Edit the selected record.
	Delete the selected record.

Common buttons

Button	Description
	Create a new staff member. See Creating staff members.
	Delete the selected staff member. See Deleting staff members or making them inactive.
	Display the Staff Maintenance Search Criteria window. You can update the search criteria and search for new staff. See Searching for staff members.
	Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.
	Create a new task relating to the current staff member. See Managing tasks in the Introduction manual.
	Click to refresh the screen for the selected staff member.