Our handy guides give you key information you need to help you configure and use your Synergy products. Simply click the links to open the download page.
π Note: You'll need a Customer Success Portal login to download the guides.
General
Accessing Synergy
βGlossary of Terms
βPersonal Indicators
βSecurity Manager
βSystem Manager - Lookup Editor
βSynergy NLPG Import
Admissions
Admissions - School Set Up
βAdmissions Appeals
βAdmissions Child Query and Set Up
βAdmissions Document Sending
βAdmissions Entrance Tests
βAdmissions Rounds
βAdmissions Rules, Preferences and Auto Allocation
βAdmissions: Co-ordinated Admissions Report Utility: School Preference Export
βTransport Eligibility
Case Management
Case Management CAF Access
βCase Management document download portal
βCase Management Events
βCase Management General User Guide
βCase Management lookup editor
βCase Management Manager Desktop
βCase management permissions
βCase Management Profile Builder
βCase Management report builder
βCase Management Security Manager
βCase Management SEN Desktop
βCase Management SEN, SEN2 Return
βCase management template manager
βCase Management Family Centres
βOnline family centre registration forms
βCase Management Person and Family details
βReporting against custom forms
βWork Tray
FIS
Family Information Service
βFIS Census
βFIS Events
βFIS EYPP
βFIS Funding user guide
βFIS Recruitment
FSMB
GATS
Orchestra
Report Builder
SEN
SEN2 Batch step update
βSEN Assessment Workflows
βSEN child query and set up
βSEN Finance and Allocations
βSEN2
βSEN2 Active plan fields
βSEN2 Assessment data fields
βSEN2 Child data fields
βSEN2 Named plan data fields
βSEN2 report documentation
βSEN2 Requests data fields
βSEN2 set up and header details
Synergy Web
Synergy Web Online Admissions user guide
βExtended hours registration process
βParent portal admin
βProvider portal reporting
βSchool Access Module (SAM)
βSchools Access Module (SAM) Online Forms
βSynergy Web Admin
βSynergy Web Admin page manager
βSynergy Web External Forms
βSynergy Web SAM Report
βSynergy Web two-factor authentication
SysTalk
