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Community Maintenance - Action Centre bar

Use the Action Centre bar to view action centre tasks or notifications linked to the selected community member.

Opening the Action Centre Bar

Community Maintenance - Action Centre bar key fields and buttons

Fields

Field

Description

New

Select to view new messages.

Read/Actioned

Select to view read or actioned messages.

Dependent task

Tasks to be completed before the task selected in the main grid area can be started.

Linked to Community

Community member linked to the task.

Allocated To

Community member allocated to complete the task.

Grid area fields

Field

Description

Description

Description of the Action Centre message.

Summary

Summary of the Action Centre message.

Created

Creation date of the Action Centre message.

Buttons

Button

Description

Ellipses button (Community Maintenance - Action Centre tab)

Launch Community Maintenance window for the displayed record.

Remove button (Community Maintenance - Action Centre tab).gif

Remove the link to this community member.

Reallocate button (Community Maintenance - Action Centre tab)

Reallocate the task to a different community member.

Add sub-task button (Community Maintenance - Action Centre tab)

Launch the Select a Template for New Task window to add a sub-task to the task currently selected in the grid area. See Managing tasks in the Introduction manual.

Start button (Community Maintenance - Action Centre tab)

Start the selected task. This updates the status of the task to In Progress and updates the Start Date on the Advanced bar.

Complete button (Community Maintenance - Action Centre).gif

Mark the selected task as complete. This updates the status of the task to Complete and updates the Completed Date on the Advanced bar.

Save task as template button (Community Maintenance - Action Centre tab)

Launch the Save Task as Template window to save the current task as a template to be used for future tasks. See Managing tasks in the Introduction manual.

Description sub-tab fields

Enter a description of the action centre task in the comment field.

Detail sub-tab fields

Field

Description

Created

Date and time the task was created.

Self Actioned/Read

Whether the task has been self-actioned or read.

Actioned

Whether the task has been actioned.

Actioned By

Community member that actioned the task.

School

Name of the originating organisation.

User

Name of the user that created the task.

System

The system or program used to create the task.

Created

Date the task was created.

Subscriber

List of users that are subscribed or allocated to this task.

Advanced sub-tab fields

Field

Description

Start Date

Start date and time for the task.

Due Date

Due date for the task.

Completed Date

Date and time the task was completed.

Task Status

Status of the task.

Time Spent In

Unit of time to be used for the task.

Estimated Duration

Estimated time required to complete the task.

Note: Use the Time Spent In field to determine the unit of time.

Reminder Date

Select a date for the Action Centre to display a reminder relating to the currently selected task.

Reminder

Select the number of days or weeks before the due date or after the start date to receive a reminder.

% Complete

Percentage of the task completed.

Current Estimate

Estimated time required to complete the task.

Elapsed

Units of time elapsed.

Seq

Unique identifier for the task.

Dependencies sub-tab fields

The Dependencies sub-tab displays tasks that must be completed before the task selected in the main grid area can be started.

Field

Description

Description

Description of the task.

Summary

Summary of the task.

Status

Status of the task.

Created

Creation date of the task.

Allocated To

Community member allocated to complete the task.

Related tasks sub-tab fields

The Related tasks sub-tab displays tasks related to the task selected in the main grid area.

Workflow sub-tab fields

If the task is part of a workflow, the Workflow sub-tab displays the full workflow for the task selected in the main grid area.

Field

Description

Extra Data to Display

Select fields in this area this area to display extra information on the workflow. You can display:

  • statuses
  • allocations
  • linked records
  • estimated durations
  • % complete figures.

DocMan sub-tab fields

See the Community Maintenance - DocMan bar in the Community manual for details on the fields and buttons of this tab.

Last modified: 23/02/2015 10:58:01 AM

See Also

Community

What's new to Community

Searching for community members

Creating community members

Community Maintenance - Constits bar

Community Maintenance - Current Comms bar

Community Maintenance - DocMan bar

Community Maintenance - Education bar

Community Maintenance - Flags bar

Community Maintenance - Home Address bar

Community Maintenance - IDAM bar

Community Maintenance - Keys bar

Community Maintenance - Name bar

Community Maintenance - Company bar

Community Maintenance - Notify Methods bar

Community Maintenance - Notes/Bio bar

Community Maintenance - Occupation bar

Community Maintenance - Occupation Address bar

Community Maintenance - Other bar

Community Maintenance - Phone bar

Community Maintenance - Photo bar

Community Maintenance - Postal Address bar

Community Maintenance - Qualifications bar

Community Maintenance - Relations bar

Community Maintenance - Vehicles bar

© 2015 Synergetic Management Systems. Published 5 March 2015.

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