Category Archives: Document Management

Creating new Sub-Folders in Document Manager using tag sets

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Using Tag Sets to target specific groups you can now quickly and simply create sub-folders within any Document Management folder in PCSchool.

You will need to be on version 2012.2.0.87 or later, so after downloading the latest Followup from our website please check this number by going to Help – About on your toolbar.

Download the latest followup from the Downloads page of our website: http://www.pcschool.net/PC-School.asp?Page=PCSDOWNLOAD

This new feature will enable schools to quickly create sub folders that will allow grouping of types of documents eg 2012 could enable all information for the year to be grouped within the main folders, a sub folder called reports could allow all assessment reports to be grouped in a folder or similarly correspondence or statements.

This feature is found in Quick Student Data Entry:

Export to eMerge takes you to the eMerge window as below:

Adding a Timetables sub folder to the Student folder as an example:

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Enabling Document Manager & Email in Spider for Users

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Available in Spider Version 2012.03.26.xxx and above.

PCSchool has now added the ability to define which users have access to the Document Manager and Email controls in various view (as details in the New Buttons post).

You can define the users to which these controls should be enabled through the Spider Configuration appsettingslocal.config file:

Document Management Extended to Access Archived Documents

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Document Management within PCSchool has been extended to provide access from all modules to the archived documents of students and families no longer at the school. When a student or family is removed from the data base via Student or Family Removal, all items (documents, emails, Assessment reports etc) previously stored to Document Management are archived in a single file under the students name. This file is a protected zip file and is only available to be viewed within PCSchool, with access controlled from within PCSchool.

Document Management Archive

From with Document Management, provided you have been awarded security rights, you will see a new folder available.

Displaying the Archived Files

To open the desired archive file, locate the file in the right hand pane and double click.  This will then open that Archive in the left pane.

Accessing Archive Files

Should you wish to copy the file to an alternate location then Right Click the file and select “Copy”. Move to the selected folder, either within Document Management (See Show Folders) or locate the desired folder in Windows Explorer, and paste.

Toggle between Folder and Archive Views

To Implement you will need to take the followup2011-2.zip dated 10/3/2012 or later.

We have added a new Security tag to control access to these archives. To implement this  and attach the security to a user group you will need to extract the ssobjcts.tmp file from within the followup to your data folder. Next import this file via Utilities Data Import/Export

Importing New Security Objects

The user responsible for allocating PCSchool security will then be able to add this access to selected groups and thereby users.

Updating User Security