Use the Action Centre to review and manage:
Action Centre filters area key fields and buttons
Subscription Level fields
Field |
Description |
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Message Type |
Filter Action Centre messages by:
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Filter grid area fields
Field |
Description |
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Type |
Type of Action Centre message. Either
|
Description |
Description of the Action Centre message. |
Count |
Number of Action Centre message with the same description. |
Display fields
Field |
Description |
---|---|
Display |
Filter by:
|
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:
|
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 the number of unread/unactioned messages in each category. Note: Select the Show Sent/Received Panel field to display this button. |
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Select to display a greater portion of either:
|
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Mark all alerts as read. |
|
Mark all information messages as read. |
|
|
Launches the default maintenance window for the type of community member or item linked to the task. The windows launched are:
|
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Launch Community Maintenance for the community member. |
Add a link to a community member, creditor, debtor or student. Only visible when no link has been added to the user task. |
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Remove the current community link. Only visible when a community member or item is linked to the user task. |
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Reallocate the task to a different community member. |
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Clear the date filter fields. |
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Reset all filter fields. |
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Start the selected task. On the Advanced tab:
|
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Complete the selected task. On the Advanced tab:
|
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Save the current user task as a task template. |
Last modified: 8/04/2015 11:56:37 AM
See Also Action Centre - Description tab Action Centre - Dependencies tab |
© 2015 Synergetic Management Systems. Published 6 May 2015.