Table of Contents
Overview
The Documents area can be used to upload and electronically store supporting documents for the student's interventions. Documents added here are saved to the student's documents with Related to set to INV, and the tab lists all of the student's intervention documents, no matter which Intervention record is selected. Documents is the last tab on the Interventions page.
Security
Table | Permission | Description |
|---|---|---|
| Interventions (INV) | Read Insert Update Delete | View page Add new record Update records Delete Records |
| Student Documents (DOC) | Read Insert Update Delete | View page Add new record Update records Delete Records |
Configurations
To upload a document for an Intervention record, click the Documents tab on the left side of the Interventions page.
To manage Intervention Documents, Users will need appropriate permissions to Student Documents (DOC). The Documents area will display. Click the Add button in the Documents header to add a new Document record. The Date will default to the current date. The Grade level will default to the student’s current grade level.
Click Choose File (or Browse, depending on your browser) and select the file to upload. The maximum file size displays below the button. The file name will display to the right of the button once it is selected. Click on the Upload button to upload the file.
After the file is uploaded the file name will appear in the Document Name field. This field can be edited if desired. Select the type of document from the Category dropdown. Select a SubCategory if necessary to further distinguish the document. Check Locked? to lock the file. Locked files can only be changed or deleted by the user who uploaded them, or by users with Admin permission to Student Documents (DOC), who see a warning first. The Uploaded by field is automatically populated based on the Aeries login account.
Note: if the file uploaded is a HEIC file (default iPhone picture format) it will be automatically converted to .jpg format
Click the Save icon to save the record.
The Print button above the document records will print a report of the student’s documents. Check Only show Current Grade to limit the records that display, and the records that are printed on the report, to the student’s current grade level. It is unchecked by default, so documents from all grades display. Click the file icon in the View column to download the document so that it can be read.
To delete a Documents record, click the Edit icon to the left of the Date field for the Documents record. Next, click the Delete icon. The message "Are you sure you want to delete this record?" will display. Clicking the OK button will delete the selected Documents record.