Difference between revisions of "System Configuration"
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| − | This program will give a user the ability to setup the | + | '''This program will give a user the ability to setup the ''Document Archiving System (DAS)'' folders and ''eScholar IBC FTP credentials''.''' |
| + | |||
On the left navigation panel, select '''System''', '''Entry''' and '''System Configuration'''. | On the left navigation panel, select '''System''', '''Entry''' and '''System Configuration'''. | ||
| − | Verify the District number is correct and click '''Ok'''. | + | *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 different types refer to the location where '''DAS''' can be accessed to upload documents into the folders that are created for the selected '''Type'''. | + | *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 different types refer to the location where '''DAS''' can be accessed to upload documents into the folders that are created for the selected '''Type'''. |
| − | *'''Student''' = '''Student Master''' | + | :*'''Student''' = '''Student Master''' |
| − | *'''Discipline''' = '''Discipline Posting''' | + | :*'''Discipline''' = '''Discipline Posting''' |
| − | *'''SBLC''' = '''SBLC/RTI Editor''' | + | :*'''SBLC''' = '''SBLC/RTI Editor''' |
| − | *'''Human Resource''' = '''Human Resource Master''' | + | :*'''Human Resource''' = '''Human Resource Master''' |
| − | The '''Type''' that is selected will display a folder with the name of that Type in the area below. Ex. Student is selected in the Type field and, therefore, a folder appears with named Student. | + | *The '''Type''' that is selected will display a folder with the name of that Type in the area below. Ex. Student is selected in the Type field and, therefore, a folder appears with named Student. |
| − | Click on the folder. Click the button at the bottom with the plus (+) sign which 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, for '''Student''' type only, check the box '''Is IBC Category'''. The checkbox, 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 in the '''Student Master'''. | + | *Click on the folder. Click the button at the bottom with the plus (+) sign which 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, for '''Student''' type only, check the box '''Is IBC Category'''. The checkbox, 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 in the '''Student Master'''. |
| − | Click '''Ok'''. Then click '''Save''' at the bottom. | + | *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 folders 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. | + | *Repeat these steps to create as many folders as needed. To create sub-folders, click on one of the newly created folders 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. | + | *To edit an existing folder, right click on the folder. |
Revision as of 09:30, 1 July 2016
This program will give a user the ability to setup the Document Archiving System (DAS) 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 different types refer to the location where DAS can be accessed to upload documents into the folders that are created for the selected Type.
- Student = Student Master
- Discipline = Discipline Posting
- SBLC = SBLC/RTI Editor
- Human Resource = Human Resource Master
- The Type that is selected will display a folder with the name of that Type in the area below. Ex. Student is selected in the Type field and, therefore, a folder appears with named Student.
- Click on the folder. Click the button at the bottom with the plus (+) sign which 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, for Student type only, check the box Is IBC Category. The checkbox, 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 in the Student Master.
- 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 folders 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.
