Training Course Overviews

Non Finance Courses

  • Navigation around Synergetic menus and options
  • How to use the search screens
  • Data interface and toolbars
  • Exploring tabs
  • Tag/task lists and grid functions
  • How Synergetic works with Crystal Reports
  • 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 & Excel
  • Create mail merges to produce letters/envelopes/labels
  • Process and maintain absence event entries for individual students and bulk entries for classes or groups of students
  • Use the different absence event types (modules) to process different student absence scenarios
  • Use the absence events bulk entry process to enter excursions, camps, holidays etc.
  • Maintain and view attendance records for classes
  • Submit electronic attendances via the Synergetic Web application (teacher entry)
  • Maintain absences/attendances using the attendance officer mode
  • Preview and print absence/attendances Crystal Reports
  • Create new classes in Synergetic and maintain co-curricular classes against various file types
  • Create a schedule for a staff member using staff scheduling functionality
  • Schedule co-curricular classes and
  • Mark attendances for these classes
  • Preview and print staff scheduling reports
  • 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
  • Synergetic data structures
  • Creating new Crystal Reports
  • Modifying CDA reports
  • Using formulas
  • Sorting/grouping data
  • Building reports into Synergetic
  • Advanced formulas
    • if-then-else formulas
    • declaring and using variables in formulas
  • Using sub reports
  • Using cross tab object
  • Creating charts
  • Create, maintain and schedule Parent Teacher Interview cycles in the Synergetic Windows interface
  • Create and maintain a number of sessions within each cycle
  • Maintain staff availability and room allocation
  • Schedule or book student contacts/parents into interview sessions
  • Activate and set the close date for the interviews page on the Synergetic Community Portal interface
  • Understand how parents may use the Community Portal interface to book their own parent teacher interview sessions
  • Maintain donor and prospect data
    • Fundraising (gifts and pledges)
    • Prospect Tracking
  • 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
  • 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)
  • Create and define object types
  • Define elements and attributes against an object
  • Create and manage objects in the objects tree
  • Book an object
  • Edit an existing booking
  • Issue an individual or class loan from a booking
  • View and manage room and object bookings using the Synergetic Web Interface

This session covers how the Action Centre informs users with different notifications. These notifications let the user know that something has happened or is about to happen (Alert or Message) as well as informing users an action needs to take place (Task). This course will enable participants to:

  • Gain a better understanding of what the Action Centre is and how it works.
  • Understand the different notification types (Message, Alert and Task).
  • Complete each notification type.
  • Setup and configure the Action Centre
  • Reallocate tasks
  • Subscribe to notification types

This session introduces how to build SSRS reports for use within the Synergetic Web interface (SynWeb).  This lab course uses SQL Server Data Tools. What will be covered:

  • 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
  • Publishing reports onto SSRS report server
  • Deployment and execution of SSRS reports on SynWeb

**Please note that this course is a technical course and is better suited to developer or technical support staff. It is highly recommended that attendees have had some exposure to report development software (e.g. Crystal Reports)

This course provides an overview of relevant tabs and specific programs available in the Students module in Synergetic. It is ideal for Student Administrators who deal with students on a day to day basis and are required to view and/or update student information and contacts, as well as assist with scheduling and allocating students to non-academic classes. This course covers:

  • Overview of Current Student Maintenance program and relevant tabs and functions (eg. tag lists, grid emails, SMS, previewing/printing Crystal Reports)
  • Overview of Absence events and Attendance
  • Overview of Student Medical maintenance
  • Creating and maintaining non-academic classes (groups) in Class Maintenance (eg. music, sports community services). This is an alternative to using the more comprehensive Sports/Co-curricular Management module in Synergetic Web
  • Staff Scheduling (to assist scheduling of non-academic classes and individual students outside of the structured timetable)

This session covers the fundamentals of Synergetic security (directory and application) and the utilities and services that aid the Synergetic windows administrator to maintain their Synergetic server.

  • Introducing Synergetic (Synergetic overview, tag lists, grid functions including email/SMS) Windows/SQL authentication Security
  • SQL server Security
  • Synergetic application Configuring the Synergetic Windows application (customise behaviour and appearance of Synergetic- renaming fields, custom search criteria and alert icons) Maintaining DPIDs
  • Using system administration tools in the System module Database roles

This full day course prepares participants to successfully take on the role of Synergetic Server and Network Administrator. The topics covered are:

  • 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

This full day course prepares participants for the implementation and ongoing management of their organization’s Community Portal. The course will enable participants to:

  • Gain a better understanding of what the Synergetic Community Portal is and how it works
  • Set up and configure the Synergetic Community Portal in IIS
  • Set up and manage of access to the Community Portal for parents and other community members
  • Administrate and troubleshoot the Community Portal
  • Brand the Synergetic Community Portal
  • Publish and control the publishing of information on the Community Portal including finance and curriculum information

This full day course prepares participants for the implementation and ongoing management of their organization’s web version of Synergetic, Synweb. The course will enable participants to:

  • Gain a better understanding of what the Synergetic Web interface, Synweb, is and how it works
  • Set up and configure SynWeb in IIS
  • Explore the different types of authentication options available in SynWeb
  • Brand and customise SynWeb
  • Configure features and modules unique to SynWeb such as pastoral care and external testing
  • Administrate and troubleshoot SynWeb
  • Configure crystal reports and custom alert icons for SynWeb
  • Creation of user database tables
  • Creation of user forms (single record and multi record)
  • User form field and object properties
  • Designing report screens
  • Synergetic user form security
  • Introduction and creation of basic triggers and use in a user form
  • Introduction to user views and basic use of user views in a user form (Creation of user views will be covered in the Advanced User Forms course)
  • Introduction to basic stored procedures and use in a user form (Creation of stored procedures will be covered in the Advanced User Forms course)

Prerequisite: Introduction to Windows User Forms Course or relevant experience

  • Creation of a user view
  • Creation of a user form using a user view
  • Creating a stored procedure
  • Creation of a user form using a stored procedure
  • Creating a trigger
  • Creation of a user form using a trigger
  • 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 on their own
  • De-duplication process
  • 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

The Pastoral Care program was designed to assist schools or organisation in recording pastoral information and track progress on incidents. Pastoral Care incidents can be student notes, merit/demerits and discipline types. Please note the Pastoral Care program is only available on Synergetic Web.

  • Access the Pastoral Care program on Synergetic Web via the Students menu and the Attendance grid
  • Create Pastoral Care incidents and appropriately classify and categorize the incident
  • When creating an incident, be able to:
    • enter Public and Private details
    • add and create contacts for the incident and understand how to email contacts
    • create/add actions for the pastoral care item
    • duplicate the pastoral care item
    • link documents to the pastoral care item
    • add/edit comments against an item
  • Use the Pastoral Care Filters to find specific years/tutors/forms/classes, read/unread entries and items by date range
  • Maintain pastoral care incident comments (view/edit/delete)
  • Identify unread comments and mark comments as read
  • Add a quick comment

This session covers how the Medical Maintenance and Medical Incidences can be used to store medical information in Synergetic. This course will enable participants to:

  • Locate the specific tabs used in Synergetic that relate to recording medical information
  • Understand the public health alert icon and be able to locate the public health alert message
  • Locate the detailed medical information area
  • Create a medical incident in Synergetic
  • Record the Sign In and Sign Out times for a medical incident
  • Understand how medical incidents are integrated with students’ timetables and class attendances
  • Find and edit the lookup tables relevant to medical information and incidents
  • Run Crystal Reports relevant to the medical area

This course is designed for users new to the Co-Curricular and Sports Manager module in Synergetic. This course will enable participants to:

  • 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
  • Mark Sport attendance
  • Manage and add staff members to Sport events

This course is suitable for staff who are responsible for the allocation, scheduling and maintenance of private music classes available to students as co-curricular activities. The financial component of these activities, such as charges, Debtor fees, Pay codes etc will not be covered in this course as this information is available in Synergetic’s suite of Finance courses.

  • Synergetic Music co-curricular concepts
  • Creating co-curricular music classes
  • Allocating an individual student or group of students to a music class
  • Maintaining student music class records
  • Creating and maintaining staff schedules for co-curricular music classes
  • Recording attendances for co-curricular music classes
  • Student and staff scheduling Crystal Reports available

Finance Courses

  • Financial configuration
  • General Ledger Maintenance
  • Maintaining budgets
  • General Ledger journals
  • Maintaining and producing finance reports
  • Bank reconciliation
  • Business Activity Statements
  • Manual invoices
  • Asset register
  • Finance security
  • Debtors
  • Creditors
  • Purchase orders
  • Payroll
  • HR

Typically we spend 60% of our time on creditors and 40% of our time on purchase orders. This will be adjusted based on the group’s objectives for the day.

Creditors:

  • 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

Purchase Orders:

  • 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 a purchase order
  • Paying an invoice via creditors that is linked to a purchase order
  • Department crystal reports that include commitments
  • 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
  • Instalments
  • Receipting
  • Electronic banking
  • Producing statements/invoices
  • Bulk programs
  • Processing enrolment deposits
  • Managing overdue debtors
  • Processing overdue charges
  • Printing overdue letters
  • Generating reminder notices
  • Payroll employee maintenance
  • Setting up and processing of payroll
  • Payroll configuration
  • Maintain pay codes
  • Create/update/process/restore pays
  • Superannuation
  • Leave
  • Scheduling of pay events in advance
  • End of year PAYG preparation
  • Payroll/HR integration with discrepancy checking
  • Payroll/debtors Integration

This session is designed to give the staff member acting as your payroll back up the skills to manage the payroll module when your regular payroll officer is on leave. We will cover:

  • Maintaining employee payroll records, bank account and leave details
  • Creating and processing pays
  • Entering leave
  • Processing Superannuation

Book a Course

2018-09-10T03:23:16+00:00