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.

Accessing Synergy
​Glossary of Terms
​Personal Indicators
​Security Manager
​System Manager - Lookup Editor
​Synergy NLPG Import

Synergy Duplicates Manager for Synergy Core and Case Management

Synergy Single Sign-on (SSO)

Changes to Synergy Sign In

Synergy Mapping Quick Start

Synergy Database Integration high-level overview

Synergy Wonde school data import manager

Admissions - School Set Up
​Admissions Appeals
​Admissions Child Query and Set Up
​Admissions Document Sending
​Admissions Entrance Tests
​Admissions Rounds
​Admissions Rules, Preferences and Auto Allocation
​Admissions: Co-ordinated Admissions Report Utility: School Preference Export
​Transport Eligibility

Case Management CAF Access
​Case Management document download portal
​Case Management Events
​Case Management General User Guide
​Case Management lookup editor
​Case Management Manager Desktop
​Case management permissions
​Case Management Profile Builder
​Case Management report builder
​Case Management Security Manager
​Case Management SEN Desktop
​Case Management SEN, SEN2 Return
​Case management template manager
​Case Management Family Centres
​Online family centre registration forms
​Case Management Person and Family details
​Reporting against custom forms
​Work Tray

Professional Contributions

Family Information Service
​FIS Census
​FIS Events
​FIS EYPP
​FIS Funding user guide
​FIS Recruitment

FIS September 2025 funding changes

FIS 2026 - 2027 termly census guide

Ofsted inspection framework changes

FSMB eligibility checking service
​FSMB Family Records
​FSMB grants and payments

GATS

Orchestra Lite troubleshooting guide

Report Builder

SEN2 Batch step update
​SEN Assessment Workflows
​SEN child query and set up
​SEN Finance and Allocations
​SEN2 Active plan fields
​SEN2 Assessment data fields
​SEN2 Child data fields
​SEN2 Named plan data fields
​SEN2 Requests data fields
​SEN2 set up and header details

Synergy Web Online Admissions user guide
​​30 Hours registration and register interest process
​Parent portal admin
​Provider portal reporting
​School Access Module (SAM)
​Schools Access Module (SAM) Online Forms
​Synergy Web Admin
​Synergy Web Admin page manager
​Synergy Web External Forms
​Synergy Web SAM Report
​Synergy Web two-factor authentication

SysTalk
​SysTalk mapping groups and fields

Transport guide