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

Modified on Mon, 20 Apr at 12:09 AM

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:

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 .
Search for the student. See Searching for existing students in the Current students manual.
Click the Pastoral Care tab.
The Details sub-tab of the Pastoral Care tab of the Current Student Maintenance window is displayed.
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.

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