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Current Student 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

Current Student 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.

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.

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

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 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.

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.

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

The system/program used to create the task.

Created

Date the task was created.

Subscriber

Subscribers to the task. See Group/User Security Maintenance - Users view in the Synergetic System maintenance manual.

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 to set a task reminder to display the specified number of weekdays, days or weeks either:

  • before the due date
  • after the start date.

% Complete

Percentage of the task completed.

Current Estimate

Estimated time required to complete 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 Current Student Maintenance - DocMan tab for details of the fields and buttons of this tab.

Last modified: 8/04/2015 11:01:02 AM

See Also

Maintaining current students

Searching for existing students

Creating new students

Current Student Maintenance - Personal tab

Current Student Maintenance - Flags tab

Current Student Maintenance - School tab

Current Student Maintenance - Entry tab

Current Student Maintenance - Scholarships tab

Current Student Maintenance - Deposit tab

Current Student Maintenance - Transport tab

Current Student Maintenance - Courses tab

Current Student Maintenance - Classes tab

Current Student Maintenance - Timetable tab

Current Student Maintenance - Awards tab

Current Student Maintenance - Attendance tab

Current Student Maintenance - Absent tab

Current Student Maintenance - External tab

Current Student Maintenance - Work Exp tab

Current Student Maintenance - Material tab

Current Student Maintenance - Contacts tab

Current Student Maintenance - Relations tab

Current Student Maintenance - Siblings tab

Current Student Maintenance - Emergency tab

Current Student Maintenance - Doctor tab

Current Student Maintenance - Medical tab

Current Student Maintenance - Codes tab

Current Student Maintenance - Debtor tab

Current Student Maintenance - Concessions tab

Current Student Maintenance - Legal tab

Current Student Maintenance - Photo tab

Current Student Maintenance - Comment tab

Current Student Maintenance - User Forms tab

Current Student Maintenance - Demographic tab

Current Student Maintenance - Maint tab

Current Student Maintenance - DocMan tab

Current Student Maintenance - Alerts tab

Current Student Maintenance - Current Comms tab

Current Student Maintenance - Comms tab

Current Student Maintenance - Current Events tab

Current Student Maintenance - Events tab

Current Student Maintenance - Objects tab

Current Student Maintenance - Sales tab

Current Student Maintenance - International tab

Current Student Maintenance - Accommodation tab

Current Student Maintenance - Activity tab

Current Student Maintenance - NZMOE tab

Current Student Maintenance - NZQA tab

Current Student Maintenance - NCEA tab

Current Student Maintenance - Correspondence tab

Current Student Maintenance - Pastoral Care tab

Current Student Maintenance - Interviews tab

Current Student Maintenance - Sports classes tab

Current Student Maintenance - Electives tab

Current Student Maintenance - Individual Plans tab

Current Student Maintenance - Ability tab

© 2015 Synergetic Management Systems. Published 6 May 2015.

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