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:
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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. |
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. |
Created |
Date the Action Centre message was created. |
Originator |
Originator of the Action Centre messages. |
User task fields
Field |
Description |
---|---|
Summary |
Type a summary for the Action Centre message. |
Linked To |
Community member or constituency that the task is linked to. Select one of the available options and click |
Allocated To |
Community member allocated to Action Centre message.
Note: Clicking |
Common buttons
Button |
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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Mark all alerts as read. |
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Mark all information messages as read. |
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Link to the selected community member. |
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Remove the link to the selected community member. |
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Reallocate the task to a different community member. |
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Filter records using the selection criteria. |
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Reset all filter fields. |
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Mark the selected information message as read. |
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Mark the selected alert message as read. |
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Mark the selected message as read and launch the associated Linked To maintenance record. |
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Start the selected task. On the Advanced tab:
|
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Start the selected task and launch the associated Linked To maintenance record. |
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Complete the selected task. On the Advanced tab:
|
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Complete the selected task and launch the associated Linked To maintenance record. |
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Save the changes made to the selected task. |
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Cancel the changes made to the selected task. |
Last modified: 14/09/2016 10:57:42 AM
See Also Action Centre - Description tab Action Centre - Dependencies tab |
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© 2016 Synergetic Management Systems. Published 19 September 2016. |