Pastoral Care - Documents tab

Modified on Sun, 19 Apr at 11:33 PM

Use the Documents tab to attach, view and remove documents relating to the pastoral care item.

Opening the Documents tab

To open the Documents tab:

Select Students > Pastoral Care Maintenance from the SynWeb main menu.
The Pastoral Care Maintenance window is displayed.
Click:
• the icon next to the pastoral care item you want to edit
• the icon next to the student you want to create a new pastoral care item for.
The Details tab of the Pastoral care window is displayed.

Tip: You can also access the Pastoral care window from the Pastoral Care navigation bar in Current Student Maintenance. See Current Student Maintenance - Pastoral Care bar.
Click the Documents tab.
The Documents tab of the Pastoral care window is displayed.

Pastoral Care - Documents tab key fields and buttons
Grid area fields

Field	Description
Created	Date the document was attached to the pastoral care item.
Classification	Classification of the document
Description	Description of the document.
Source Code	Source of the item. Typical examples include: Archive Magazine Newspaper School Photo. Document sources are maintained in the luDocumentSourceCode lookup table.
Source Date	Date that the source document was created. For example, if you are importing a historical picture you might specify the date when the picture was taken. This defaults to the current date and time for new entries.
Source Reference	Cross-reference to the source. For example the name, issue date and page of a newspaper where the photograph appeared.
View	Click to view the document.
Delete	Click to remove the document from the pastoral care item.
Edit	Click to edit the document's uploaded file, classification or description.

Buttons

Button	Description
	Attach a document to the pastoral care item.

Common fields

Field	Description
Student name	Name of the student the pastoral care item is for.
Classification	Classification for the pastoral care item.
Type	Type of pastoral care item.
Category	Category of the pastoral care item.
Class	Class the pastoral care item is initiated from.
Method	Pastoral care method for the item.
Initiator	Initiator of the pastoral care item.
Date	Date the pastoral care item was created.
Follow up	Whether or not the pastoral care item requires a follow up.
Follow Up Date	Date the pastoral care item was followed up.
Confidential	Whether or not the pastoral care item is confidential.
Created by	Community member who created the pastoral care item.
Modified by	Community member who last modified the pastoral care item.
Email sent by	Community member who last sent emails regarding the personal care item.