New

Select to view new messages.

Read/Actioned

Select to view read or actioned messages.

Dependent task

Tasks to be completed before the task selected in the main grid area can be started.

Status

Status of the task.

Linked to Current Student

Student linked to the task.

Allocated To

Student allocated to complete the task.

Description

Description of the Action Centre message.

Summary

Summary of the Action Centre message.

Created

Creation date of the Action Centre message.

Remove the link to this student.

Reallocate the task to a different community member.

Start the selected task. This updates the status of the task to In Progress and updates the Start Date on the Advanced bar.

Start the selected task and launch the associated Linked To maintenance record.

Mark the selected task as complete. This updates the status of the task to Complete and updates the Completed Date on the Advanced bar.

Complete the selected task and launch the associated Linked To maintenance record.

Save the changes made to the selected task.

Cancel the changes made to the selected task.

Created

Date and time the task was created.

Self Actioned/Read

Whether the task has been self-actioned or read.

Actioned On

Whether the task has been actioned.

Actioned By

Community member that actioned the task.

School

Name of the originating organisation.

User

Name of the user that created the task.

System

The system or program used to create the task.

Created

Date the task was created.

Subscriber

List of users that are subscribed or allocated to this task.

Start Date

Start date and time for the task.

Due Date

Due date for the task.

Completed Date

Date and time 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 Day

Select the number of days or weeks before the due date or after the start date to receive a reminder.

% 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.

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.

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.

Search Filter

The Search Filter field is located at the top of the Student Selector. This field can be used to filter students by any of the information displayed in the Student Selector.

For example to filter students by name simply type either the student's:

• last name
• first name
• last name then first name separated by a comma.

To filter students by year level simply type the student's year level in the Search Filter field.

Create a new student. See Creating new students.

Delete the selected student. See Deleting a current student.

Display the Current Student Maintenance Search Criteria window.

You can update the search criteria and search for new students. See Searching for students.

Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.

Create a new task relating to the current student. See Managing tasks in the Introduction manual.

Click to refresh information for the selected student.