Document by lL4X730

VIEWS: 56 PAGES: 54

									                                                           School
              School
           Administrator


                           Document
                                                                           JAN
                            School Document Category                       1
                            Class Document Category
                            Class Document Housekeeping
                            Upload School Documents
                            Upload Class Documents


                                                                           Class




                                                           Subject




Document                                                         V 1.0
                                                              V 03.02.01           Slide 1
     Maintain Document



        Folders (common / restricted) must be created for storing the documents.




Document                                                      V 1.0
                                                           V 03.02.01         Slide 2
                           Click “Add” to add a new school document category folder.




School Document Category                                                   V 1.0
                                                                        V 03.02.01     Slide 3
                           Enter Category Name,
                           e.g. Staff Report etc.




School Document Category                               V 1.0
                                                    V 03.02.01   Slide 4
                           Uncheck “Restrict”
                           indicator to create
                           school common
                           document category.




School Document Category                            V 1.0
                                                 V 03.02.01   Slide 5
                           A new school
                           common document
                           category is created




School Document Category             V 1.0
                                  V 03.02.01     Slide 6
                           Enter Category Name,
                           e.g. Finance
                           Document etc.




School Document Category                             V 1.0
                                                  V 03.02.01   Slide 7
                            Check “Restrict”
                            indicator to create
                            school restricted
                            document category.




                     If “Restrict” indicator is checked, the category will be assigned to

                    “Restricted Category”




School Document Category                                                    V 1.0
                                                                         V 03.02.01          Slide 8
                                                              A new school
                                                              restrict document
                                                              category is created




                     User can update these fields: “Name”, “Restricted” indicator and

                    “Remarks”.
                     To upload documents:

                     - click School Management > Sch Details on the left menu
                     - click the “Document” tab on the top menu


School Document Category                                                 V 1.0
                                                                      V 03.02.01         Slide 9
                          Click “Add” to add a new class document category folder.




Class Document Category                                                    V 1.0
                                                                        V 03.02.01   Slide 10
                          Enter Category Name,
                          e.g. Exercise etc.




Class Document Category                             V 1.0
                                                 V 03.02.01   Slide 11
                          Uncheck “Restrict”
                          indicator to create
                          class common
                          document category.




Class Document Category                            V 1.0
                                                V 03.02.01   Slide 12
                          A new class
                          common document
                          category is created




Class Document Category             V 1.0
                                 V 03.02.01     Slide 13
                          Enter Category Name,
                          e.g. Test Result etc.




Class Document Category                              V 1.0
                                                  V 03.02.01   Slide 14
                            Check “Restrict”
                            indicator to create
                            class restricted
                            document category.




                     If “Restrict” indicator is checked, the category will be assigned to

                    “Restricted Category”




Class Document Category                                                     V 1.0
                                                                         V 03.02.01          Slide 15
                                                                 A new class restrict
                                                                 document category
                                                                 is created



                    User can update these fields: “Name”, “Restricted” indicator and

                   “Remarks”.
                    To upload documents:
                    - click School Management > Class Details on the left menu
                    - search for a particular class to upload documents
                    - click on the class name hyperlink for this class
                    - click the “Document” tab on the top menu

Class Document Category                                                      V 1.0
                                                                          V 03.02.01    Slide 16
    Class Document Housekeeping



            Users can search all existing common/restricted class documents in

           the Common/Restricted Document Category


            You can also download or delete the documents



            Note that school documents cannot be maintained under School
           Management > Document > Housekeeping




Class Document – Housekeeping                                    V 1.0
                                                              V 03.02.01          Slide 17
    Security setting


                                                   View     Edit    Add         Delete   Execute



      User is able to view and delete his/her own common documents.

                                                   View     Edit    Add         Delete   Execute



      User is able to view and delete his/her and other users’ common documents.

                                                   View     Edit    Add         Delete   Execute



      User can view and delete his/her own restricted documents and able to view other
     users’ restricted documents which are “shared” out.

      By default, users of the "SCHOOL_HEAD" group have built-in access right to download
     and delete all other users’ restricted documents, whether these documents are shared
     out or not. These built-in access rights cannot be taken away and cannot be granted to
     other user groups.

Class Document – Housekeeping                                         V 1.0
                                                                   V 03.02.01                Slide 18
                                             Enter the
                                             search
                                             criteria




Class Document – Housekeeping      V 1.0
                                V 03.02.01          Slide 19
                                User can click the
                                hyperlink to switch to
                                Restricted Document
                                Repository



                  List of
                  Documents
                  in Common
                  Document
                  Category




Class Document – Housekeeping                        V 1.0
                                                  V 03.02.01   Slide 20
Check to                        List of
delete                          Documents
                                in Restricted
                                Document
                                Repository




Class Document – Housekeeping                      V 1.0
                                                V 03.02.01   Slide 21
                     The record has
                     been deleted
                     successfully




Class Document – Housekeeping            V 1.0
                                      V 03.02.01   Slide 22
    Uploading School Documents


     Document folder must be created before uploading school documents


     To create document folder:
        click Document > School Doc Category on left menu


     To upload documents
        - click Sch Details on left menu
        - click the “Document” tab on top menu bar




Upload School Documents                                        V 1.0
                                                            V 03.02.01    Slide 23
    Security setting – Common Documents



                                                  View     Edit    Add         Delete   Execute


      User is able to maintain (upload, download, edit, delete) his/her own common
     documents.

      If user has view right, he/she can also view other users’ common documents.



                                                  View     Edit     Add        Delete   Execute


      User is able to delete other users’ common documents.




Upload School Documents                                              V 1.0
                                                                  V 03.02.01                Slide 24
    Security setting – Restricted Documents


                                                     View     Edit     Add        Delete   Execute




      User is able to maintain (upload, download, edit, delete) his/her own restricted
     documents.

      If user has view right, he/she can also view other users' shared restricted documents,
     but he/she cannot view other users' restricted documents which have not been shared
     out.

      By default, users of the "SCHOOL_HEAD" group have built-in access right to view,
     upload, download, edit and delete all other users’ restricted documents, whether these
     documents are shared out or not. These built-in access rights cannot be taken away and
     cannot be granted to other user groups.




Upload School Documents                                                 V 1.0
                                                                     V 03.02.01               Slide 25
                   Click “Document” tab on the top menu bar.

                   Click “Upload” button.




Upload School Documents                                            V 1.0
                                                                V 03.02.01   Slide 26
                  Select category name in “Upload To”, and click “Browse” to choose the
                 file to upload.




Upload School Documents                                                V 1.0
                                                                    V 03.02.01             Slide 27
                       Choose local file to upload


Upload School Documents                                  V 1.0
                                                      V 03.02.01   Slide 28
Upload School Documents      V 1.0
                          V 03.02.01   Slide 29
                   The file is successfully uploaded to the server.




Upload School Documents                                                   V 1.0
                                                                       V 03.02.01   Slide 30
                  Click “Switch to Restricted Document Category” hyperlink.




Upload School Documents                                                V 1.0
                                                                    V 03.02.01   Slide 31
                   “Restricted Document Category” page is shown

                   Click “Upload” button




Upload School Documents                                               V 1.0
                                                                   V 03.02.01   Slide 32
                  Select category name at “Upload To”, and click “Browse…” to choose

                 the file to upload




Upload School Documents                                                V 1.0
                                                                    V 03.02.01          Slide 33
                       Choose local file to upload




Upload School Documents                                  V 1.0
                                                      V 03.02.01   Slide 34
                   Check or uncheck “Shared” indicator

                   Click “Save” button




Upload School Documents                                      V 1.0
                                                          V 03.02.01   Slide 35
      Notes on “Shared” indicator


      “Shared” indicator checked:
            Can be viewed by any user with “Sch Details – Document - Restricted
           Doc” View access right.
            Can be viewed and maintained by users of the "SCHOOL_HEAD”
           group.


      “Shared” indicator not checked:
            CANNOT be viewed by other users with “Sch Details - Document -
           Restricted Doc” View access right.
            Can be viewed and maintained by users of the “SCHOOL_HEAD”
           group.




Upload School Documents                                         V 1.0
                                                             V 03.02.01        Slide 36
                  User “trainer1” has uploaded two files. One is shared and another one is

                 not shared




Upload School Documents                                                  V 1.0
                                                                      V 03.02.01              Slide 37
                   Another user logs onto the system, he/she can only view the document

                  which is shared out.




Upload School Documents                                                V 1.0
                                                                    V 03.02.01             Slide 38
    Uploading Class Documents


     Document folder must be created before uploading class documents


     To create document folder:
        click Document > Class Doc Category on left menu


     To upload documents
        - click Class Details on left menu
        - search for a particular class
        - click the “Document” tab on top menu bar




Upload Class Documents                                        V 1.0
                                                           V 03.02.01    Slide 39
    Security setting – Common Documents



                                                   View    Edit     Add         Delete   Execute



       User is able to maintain (upload, download, edit, delete) his/her own common
      documents.

       If user has view right, he/she can also view other users’ common documents.



                                                   View     Edit     Add        Delete   Execute


       User is able to delete other users’ common documents.




Upload Class Documents                                                V 1.0
                                                                   V 03.02.01                Slide 40
    Security setting – Restricted Documents


                                                     View     Edit     Add        Delete   Execute




      User is able to maintain (upload, download, edit, delete) his/her own restricted
     documents.

      If user has view right, he/she can also view other users' shared restricted documents,
     but he/she cannot view other users' restricted documents which have not been shared
     out.

      By default, users of the "SCHOOL_HEAD" group have built-in access right to view,
     upload, download, edit and delete all other users’ restricted documents, whether these
     documents are shared out or not. These built-in access rights cannot be taken away and
     cannot be granted to other user groups.




Upload Class Documents                                                  V 1.0
                                                                     V 03.02.01               Slide 41
                    Click “Document” tab on the top menu bar.

                    Click “Upload” button.




Upload Class Documents                                              V 1.0
                                                                 V 03.02.01   Slide 42
                   Select category name in “Upload To”, and click “Browse” to choose the
                  file to upload.




Upload Class Documents                                                  V 1.0
                                                                     V 03.02.01             Slide 43
                          Choose local file to upload


Upload Class Documents                                      V 1.0
                                                         V 03.02.01   Slide 44
Upload Class Documents      V 1.0
                         V 03.02.01   Slide 45
                    The file is successfully uploaded to the server.




Upload Class Documents                                                     V 1.0
                                                                        V 03.02.01   Slide 46
                   Click “Switch to Restricted Document Category” hyperlink.




Upload Class Documents                                                  V 1.0
                                                                     V 03.02.01   Slide 47
                    “Restricted Document Category” page is shown

                    Click “Upload” button




Upload Class Documents                                                 V 1.0
                                                                    V 03.02.01   Slide 48
                   Select category name at “Upload To”, and click “Browse…” to choose

                  the file to upload




Upload Class Documents                                                  V 1.0
                                                                     V 03.02.01          Slide 49
                          Choose local file to upload




Upload Class Documents                                      V 1.0
                                                         V 03.02.01   Slide 50
                    Check or uncheck “Shared” indicator

                    Click “Save” button




Upload Class Documents                                        V 1.0
                                                           V 03.02.01   Slide 51
      Notes on “Shared” indicator


       “Shared” indicator checked:
             Can be viewed by any user with “Class Details – Document - Restricted
            Doc” View access right.
             Can be viewed and maintained by users of the "SCHOOL_HEAD” group.


       “Shared” indicator not checked:
             CANNOT be viewed by other users with “Class Details - Document -
            Restricted Doc” View access right.
             Can be viewed and maintained by users of the “SCHOOL_HEAD” group.




Upload Class Documents                                           V 1.0
                                                              V 03.02.01         Slide 52
                   User “trainer1” has uploaded two files. One is shared and another one is

                  not shared




Upload Class Documents                                                    V 1.0
                                                                       V 03.02.01              Slide 53
                    Another user logs onto the system, he/she can only view the

                   document which is shared out.




                                                                                     Press
                                                                                    ESCAPE
                                                                                   To Return


Upload Class Documents                                                   V 1.0
                                                                      V 03.02.01         Slide 54

								
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