Half Day Courses

  • Create and maintain staff records
  • Create and maintain staff job positions
  • Appraisals
  • Professional development (PD)
  • Maintaining keys
  • Staff Kiosk
  • Create a new communication and maintain details (Newsletters, Invitations etc.)
  • Bulk add/delete current recipients to the communication
  • Use communication types and notify methods ‘Postal Address’ and ‘Email’
  • Use the communication to create an excel file and run communication reports
  • View current/past communications sent to community members in the Development Maintenance module
  • Create and maintain events (reunions, dinner events)
  • Add/delete attendees/guests to an event and bulk add
  • Maintain attendee/guests details (dietary/physical requirements)
  • Use tag lists to attend
  • Manage attendance statuses
  • Preview and print event lists
  • Setup public events on the Synergetic Events Portal
  • Maintaining contact details e.g. names, addresses, when to use silent phone/addresses
  • Managing constituencies and relationships
  • Mailing Flags and configuration keys associated
  • Using the Household tab
  • Best practice procedures for students living independently
  • De-duplication process

Full Day Courses

  • Create, set up and configure co-curricular program data & lookup tables for sports (same rules apply for performing arts (musicals), and cadets)
  • Set up co-curricular subject classes (groups) and categories
  • Understand and apply co-curricular terminology (e.g. File Type, Cycle)
  • Maintain co-curricular details
  • Allocate and manage students to Sport groups, teams etc.
  • Schedule Sport events such as training sessions and matches
  • Mark Sport attendance
  • Manage and add staff members to Sport events
  • Manage Student electives for Co-Curricular classes
  • Create and maintain creditor records
  • Creditor invoice entry
  • Selecting invoices for payment
  • Paying by EFT and cheque
  • Sending remittances
  • Creditor configuration via Finance Configuration
  • Bulk archiving
  • Merging creditors
  • How the purchase order process works in Synergetic
  • Purchase order configuration in Business Unit Maintenance
  • Creating a new purchase order
  • Authorising/reviewing a purchase order
  • Amending a purchase order
  • Receiving goods via purchase order
  • Paying an invoice via creditors linked to a purchase order
  • Department crystal reports that include commitments
  • Process and maintain enrolment enquiries
  • Process applications and maintain future student details
  • Maintain enrolment deposits
  • Maintain student statuses
  • Transfer future student to current students
  • Create a communication (postal or email)
  • Maintain activities related to the enrolment process
  • Configure school enrolment priorities
  • Maintain donor and prospect data
    • Fundraising (gifts and pledges)
    • Prospect Tracking
    • Archiving items that have been donated
    • Extract data on a record using the profile report
  • Receipting
    • Gifts and pledges
    • Processing receipts using Cash Receipts Entry
  • Create and maintain communications
    • Using communication types and notify methods
  • Create and maintain events
    • Attendee/guests details
  • Use MS Query application to obtain data from Synergetic
  • Synergetic data structures
  • Recognise views and base tables
  • Create/modify queries (non-finance/finance)
  • Use MS Excel pivot tables and pivot charts for data analysis, summaries and graphs
  • Integrate MS Query with Word and Excel
  • Create mail merges to produce letters/envelopes/labels
  • Process and maintain enrolment enquiries and applications
  • Managing student transition to various stages
  • Best practice procedures for transitioning students to different stages and scenarios when students may exist in more than one area simultaneously
  • Transfer process from enquiry to futures, futures to current and current to past
  • Reports available to determine expected students, student details, statistical information
  • Payroll employee maintenance
  • Setting up and processing of payroll
    • Payroll configuration
    • Pay Code maintenance
    • Create/maintain/finalise pays
  • Process STP superannuation
  • Payroll leave
  • End of year PAYG preparation
  • Payroll/HR integration with discrepancy checking
  • Payroll/debtors Integration
  • Synergetic Network Layout
  • Authentication
  • Client access
  • Emailing From Synergetic
  • Synergetic Services Suite
  • SQL Management Studio
  • Upgrades and server migrations
  • Additional Servers – test servers, DR servers, reporting Servers
  • High availability – SQL, Web
  • Disaster/Recovery Plans
  • Monitoring servers
  • Securing SQL server and Synergetic

*Only available in Melbourne

  • Understand the Synergetic network, and how the Community Portal fits into the overall network
  • Understand what the Synergetic Community Portal is and how it works
  • Understand the various authentication methods supported by the Community Portal, and what is required for each method
  • Set up and manage of access to the Community Portal for parents and other community members
  • Set up and manage of access to the Community Portal for administration staff
  • Configure which pages are visible in the Community Portal and who gets access to page
  • Configure the Contact Us page with dynamic data (i.e. based on the student selected)
  • Set up sample Parent-Teacher Interview, Event, and Excursion
  • Configure MyDetails to allow showing/editing of only relevant data
  • Configure the Finance and Payment pages
  • Brand the Synergetic Community Portal
  • Put the Community Portal into Maintenance Mode
  • Make the Community Portal mobile responsive
  • Understand the Synergetic Network, and how the SynWeb fits into the overall network
  • Gain a better understanding of what the Synergetic Web interface, SynWeb, is and how it works
  • Understand the various authentication methods supported by the Community Portal, and what is required for each method
  • Brand and customise SynWeb
  • Create and configure SynWeb dashboard Tiles
  • Configure modules unique to SynWeb such as Pastoral Care, External Testing, Advanced Sports Management, and Notifications Maintenance
  • Configure hot reports and custom alert icons for SynWeb
  • Custom Alerts
  • Synergetic database structure
  • Database concepts
  • Community and Students Review
  • Active Directory vs. SQL Authentication
  • Explore how to set up users based on Authentication type and scenario (i.e. basic login, administrators, and MS Query access)
  • Group/User Security
  • Configuration File Maintenance
  • Lookup Tables
  • Action Centre configuration
  • Document Manager (DocMan)
  • Email/SMS from Synergetic
  • Synergetic Services Suite:
    • Notifications Maintenance
    • Crystal Reports Scheduler
    • Docman Service
    • VSN Service
  • Using system administration tools in the System module Database roles
    • Photo Maintenance
    • School Settings
    • Synergetic Message Log
    • Address Validation (QAS)
    • Dictionaries
  • Rollover/Creating a New Year
  • Custom Alerts/Flags
  • Customising Search Screen

Two Day Courses

  • Synergetic database structure
  • Database concepts
  • Three steps of data extraction
  • Creating new Crystal Reports
  • Using formulas
  • Sorting/filtering/grouping/totalling data
  • Joining tables
  • Deploying reports into Synergetic
  • Modifying existing reports
  • Advanced formulas
  • If-then-else formulas
  • declaring and using variables in formulas
  • Using parameters
  • Using sub reports
  • Passing parameters to a sub-report
  • Using cross tab object
  • Creating charts
  • Debtor maintenance and configuration
  • Debtor related tabs in current student maintenance/future student maintenance
  • Fee maintenance
  • Debtor charges entry
  • Automatic tuition
  • Automatic charges
  • Automatic payments
  • Student class charges
  • Transport charges
  • Debtor charges Import
  • Instalment charges
  • Receipting
  • Electronic banking
  • Producing statements/invoices
  • Bulk programs
  • Processing enrolment deposits
  • Managing overdue debtors
    • Processing overdue charges
    • Printing overdue letters
    • Generating reminder notices
  • Synergetic database structure
  • Database concepts
  • Three steps of data extraction
  • Basic SSRS reports using Microsoft Visual Studio SQL Server Data Tools
  • Creation and use of shared data sources and datasets
  • Table and matrix reports
  • Report parameters
  • Document maps
  • Drilldown reports
  • Publishing reports onto SSRS report server
  • Deployment and execution of SSRS reports on SynWeb
  • List control
  • Using sub-reports
  • Passing parameters to a sub-report
  • Conditional formatting

*This course is suited to developers or technical support staff. It is highly recommended that attendees have exposure to report development software (e.g. Crystal Reports)

  • Financial configuration
  • General Ledger Maintenance
  • Maintaining budgets
  • General Ledger journals
  • Maintaining and producing finance reports
  • Bank reconciliation
  • Business activity statements
  • Manual invoices
  • Assets
  • Finance security
  • Debtors
  • Creditors
  • Purchase orders
  • Payroll
  • Sales
  • Objects