Use the Action Centre tab to view action centre tasks or notifications linked to the selected community member.
Tip: Click the Action Centre icon to quickly navigate to the Action Centre tab to view items linked to the currently selected community member.
Current Student Maintenance - Action Centre tab key fields and buttons
Fields
Field |
Description |
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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 |
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 |
---|---|
Launch Community Maintenance window for the displayed record. |
|
Remove the selected task. |
|
Reallocate the task to a different community member. |
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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. |
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Start the selected task. Note: Clicking |
|
Mark the selected task as complete. |
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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 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
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:
|
% 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.
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 |
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
The Workflow sub-tab displays for 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:
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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
© 2015 Synergetic Management Systems. Published 6 May 2015.