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Using the Action Centre window

Use the Action Centre to review and manage:

Opening the Action Centre

Action Centre filters area key fields and buttons

Subscription Level fields

Field

Description

Message Type

Filter Action Centre messages by:

  • Action Centre message icon information message
  • Action Centre task icon task message
  • Action Centre error icon alert message.

Filter grid area fields

Field

Description

Type

Type of Action Centre message. Either

  • Action Centre message icon information message
  • Action Centre task icon task message
  • Action Centre error icon alert message.

Description

Description of the Action Centre message.

Count

Number of Action Centre message with the same description.

Display fields

Field

Description

Display

Filter by:

  • received task messages
  • unread/unactioned task messages
  • read/actioned task messages.

Show Sent/Received Panel

Select to display the Sent/Received panel at the top of the window.

Text Filters fields

Field

Description

Type Description

Type to filter by description text. For example User task ready for commencement.

Summary

Type to filter by summary description text.

Originator

Type to filter by the originator name.

Originated by me

Select to set the originator as the current user.

Date Filter fields

Field

Description

Date Created From/To

Search for messages created within a date range.

Date Actioned/Read From/To

Search for messages actioned or read within a date range.

Grid area fields

Field

Description

Type

Type of Action Centre message. Either:

  • Action Centre message icon information message
  • Action Centre task icon task message
  • Action Centre error icon error message.

Description

Description of the Action Centre message.

Summary

Summary of the Action Centre message.

Status

Status of the Action Centre message.

Created

Date and time the Action Centre message was created.

Actioned

Whether the Action Centre message has been actioned.

Originator

Originator of the Action Centre messages.

Common buttons

Field

Description

Update button (Action Centre)

Update the number of unread/unactioned messages in each category.

Note: Select the Show Sent/Received Panel field to display this button.

Detail button (Action Centre)

Select to display a greater portion of either:

  • main grid area
  • tabs area.

Mark all as read (alerts)

Mark all alerts as read.

Mark all as read button (Action Centre)

Mark all information messages as read.

Ellipses button....(Action Centre, Linked To field) (Linked To)

Launches the default maintenance window for the type of community member or item linked to the task. The windows launched are:

  • Community Maintenance when linked to a Community Member
  • Creditor Maintenance when linked to a Creditor
  • Current Student Maintenance when linked to a Current Student
  • Debtor Maintenance when linked to a Debtor
  • Future Student Maintenance when linked to a Future Student
  • General Ledger Maintenance when linked to a General Ledger
  • Item Maintenance when linked to an Item
  • Job Position Maintenance when linked to a Job Position
  • Medical Maintenance when linked to a Medical Incident.

Ellipses button... (Allocated To) (Allocated To)

Launch Community Maintenance for the community member.

Add button (medium width)

Add a link to a community member, creditor, debtor or student. Only visible when no link has been added to the user task.

Remove button (Action Centre)

Remove the current community link. Only visible when a community member or item is linked to the user task.

Reallocate button (Action Centre)

Reallocate the task to a different community member.

Clear button (Action Centre)

Clear the date filter fields.

Reset Filters button (Action Centre)

Reset all filter fields.

Start Task button (Action Centre)

Start the selected task.

On the Advanced tab:

  • the Start Date is set to the current date and time
  • the Task Status field is set to In Process.

Complete Task button (Action Centre)

Complete the selected task.

On the Advanced tab:

  • the Completed Date is set to the current date and time
  • the Task Status field is set to Completed.

Save as Template button

Save the current user task as a task template.

Last modified: 8/04/2015 11:56:37 AM

See Also

Action Centre

Action Centre - Description tab

Action Centre - Detail tab

Action Centre - Advanced tab

Action Centre - Dependencies tab

Action Centre - Related Tasks tab

Action Centre - Workflow tab

Action Centre - DocMan tab

© 2015 Synergetic Management Systems. Published 6 May 2015.

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