Difference between revisions of "System Configuration"
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Verify the District number is correct and click Ok. | Verify the District number is correct and click Ok. | ||
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| + | To begin creating the folders and sub-folders that will be used to store documents for students, select the document Type (Student, Discipline, SBLC, Human Resources) at the top of the screen. | ||
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| + | The Type that is selected will display a folder with the name of that Type in the area below. Ex. Student is select in the Type field and, therefore, a folder appears with named Student. | ||
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| + | Click on the folder and click the button at the bottom with the plus (+) sign. This is the Add New Category button. The button will bring up the New Category window. Type in the Category Name, name of the folder. If this folder is for IBC`s, it can be name IBC and then check the box Is IBC Category. The Is IBC Category will give a user the ability to select the year the IBC was earned and the IBC code when uploading the IBC document. | ||
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| + | Click Ok. Then click Save at the bottom. | ||
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| + | Repeat these steps to create as many folders as needed. To create sub-folders, click on one of the newly created folder and click the Add New Category button. To delete a folder, click on the folder to delete and click the button at the bottom with the minus (-) sign. This is the Delete Category button. | ||
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| + | To edit an existing folder, right click on the folder. | ||
Revision as of 08:36, 1 July 2016
This program will give a user the ability to setup the Document Archiving folders and eScholar IBC FTP credentials.
On the left navigation panel, select System, Entry and System Configuration.
Verify the District number is correct and click Ok.
To begin creating the folders and sub-folders that will be used to store documents for students, select the document Type (Student, Discipline, SBLC, Human Resources) at the top of the screen.
The Type that is selected will display a folder with the name of that Type in the area below. Ex. Student is select in the Type field and, therefore, a folder appears with named Student.
Click on the folder and click the button at the bottom with the plus (+) sign. This is the Add New Category button. The button will bring up the New Category window. Type in the Category Name, name of the folder. If this folder is for IBC`s, it can be name IBC and then check the box Is IBC Category. The Is IBC Category will give a user the ability to select the year the IBC was earned and the IBC code when uploading the IBC document.
Click Ok. Then click Save at the bottom.
Repeat these steps to create as many folders as needed. To create sub-folders, click on one of the newly created folder and click the Add New Category button. To delete a folder, click on the folder to delete and click the button at the bottom with the minus (-) sign. This is the Delete Category button.
To edit an existing folder, right click on the folder.
