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Community Maintenance - Action Centre tab

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

Tip: Click the Action Centre icon Action Centre icon (Community Maintenance - Action Centre tab) to quickly navigate to the Action Centre tab to view items linked to the currently selected community member.

Opening the Action Centre tab

Community Maintenance - Action Centre tab key fields and buttons

Fields

Field

Description

New

Select to view new notifications.

Read/Actioned

Select to view read or actioned notifications.

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 notification.

Summary

Summary of the Action Centre notification.

Created

Creation date of the Action Centre notification.

Buttons

Field

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 selected task.

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.

Select a Template for a New Task (Community Maintenance - Action Centre tab)

Start button (Community Maintenance - Action Centre tab)

Start the selected task.

Complete button (Community Maintenance - Action Centre).gif

Mark the selected task as complete.

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.

Save Task As Template window (Community Maintenance - Action Centre tab)

Description sub-tab fields

Description tab (Community Maintenance - Action Centre tab)

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

Detail sub-tab fields

Details tab (Community Maintenance - Action Centre tab)

Field

Description

Created

Date 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

Synergetic user that created the task.

System

Synergetic 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

Advanced tab (Community Maintenance - Action Centre tab)

Field

Description

Start Date

Start date for the task.

Due Date

Due date for the task.

Completed Date

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

% 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.

Dependencies tab (Community Maintenance - Action Centre tab)

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.

Note: Clicking Start button (Community Maintenance - Action Centre tab) automatically allocates the community ID linked to the current Synergetic user. Click Reallocate button (Community Maintenance - Action Centre tab) to assign to another community member.

Related tasks sub-tab fields

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

Related tasks sub-tab (Community Maintenance - Action Centre tab)

Workflow sub-tab fields

The Workflow sub-tab displays for full workflow for the task selected in the main grid area.

Workflow sub-tab (Community Maintenance - Action Centre tab)

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 tab for details on the fields and buttons of this tab.

Last modified: 8/04/2015 11:59:32 AM

See Also

Maintaining community members

Searching for community members

Creating new community records

Creating a spouse

Deleting community members

Community Maintenance - Occupation tab

Community Maintenance - Occupation Address tab

Community Maintenance - Constits tab

Community Maintenance - Postal Address tab

Community Maintenance - Phone tab

Community Maintenance - Name tab

Community Maintenance - Education tab

Community Maintenance - Qualifications tab

Community Maintenance - Skills tab

Community Maintenance - Other tab

Community Maintenance - Attributes tab

Community Maintenance - Relations tab

Community Maintenance - Flags tab

Community Maintenance - Notify Methods tab

Community Maintenance - Current Comms tab

Community Maintenance - Comms tab

Community Maintenance - Current Events tab

Community Maintenance - Events tab

Community Maintenance - Notes/Bio tab

Community Maintenance - Photo tab

Community Maintenance - Household tab

Community Maintenance - Vehicles tab

Community Maintenance - Objects tab

Community Maintenance - Keys tab

Community Maintenance - Sales tab

Community Maintenance - DocMan tab

Community Maintenance - User Forms tab

Community Maintenance - Maint tab

Community Maintenance - International tab

Community Maintenance - Company tab

Community Maintenance - Home Address tab

Community Maintenance - Company Address tab

Community Maintenance - Correspondence tab

Community Maintenance - IDAM tab

Community Maintenance - Membership tab

© 2015 Synergetic Management Systems. Published 6 May 2015.

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