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Using the Action Centre window

Use the Action Centre to review and manage:

Opening the Action Centre

Action Centre filters area key fields and buttons

Subscription Level fields

Field

Description

Message Type

Filter Action Centre messages by:

  • Action Centre message icon information message
  • Action Centre task icon task message
  • Action Centre error icon alert message.

Filter grid area fields

Field

Description

Type

Type of Action Centre message. Either

  • Action Centre message icon information message
  • Action Centre task icon task message
  • Action Centre error icon alert message.

Description

Description of the Action Centre message.

Count

Number of Action Centre message with the same description.

Display fields

Field

Description

Display

Filter by:

  • received messages
  • unread/unactioned messages
  • read/actioned messages.

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:

  • Action Centre message icon information message
  • Action Centre task icon task message
  • Action Centre error icon error message.

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 Add button (Action Centre, synweb).

Linked to field (Action Centre, synweb)

Allocated To

Community member allocated to Action Centre message.

 

Note: Clicking Start Task button (Action Centre, synweb) automatically allocates the community ID linked to the current Synergetic user. Click Reallocate button (Action Centre, synweb) to assign to another community member.

Common buttons

Button

Description

Update button (Action Centre, synweb)

Update the number of unread/unactioned messages in each category.

Received (unread unactioned, Action Centre, synweb)

Note: Select the Show Sent/Received Panel field to display this button.
Show Sent Received Panel field (Action Centre, synweb)

Mark all as read (alerts, synweb)

Mark all alerts as read.

Mark all as read button (Action Centre, synweb)

Mark all information messages as read.

Add button (Action Centre, synweb)

Link to the selected community member.

Remove button (Action Centre, synweb)

Remove the link to the selected community member.

Linked to Community Member (Action Centre, synweb)

Reallocate button (Action Centre, synweb)

Reallocate the task to a different community member.

Filter button (Action Centre, synweb)

Filter records using the selection criteria.

Reset Filters button (Action Centre, synweb)

Reset all filter fields.

Mark as read (information message, synweb)

Mark the selected information message as read.

Mark as read (alert message, synweb)

Mark the selected alert message as read.

Mark as read and launch button (synweb)

Mark the selected message as read and launch the associated Linked To maintenance record.

Start Task button (Action Centre, synweb)

Start the selected task.

On the Advanced tab:

  • the Start Date is set to the current date and time
  • the Task Status field is set to In Process.

Start and launch button (synweb)

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

Complete Task button (Action Centre, synweb)

Complete the selected task.

On the Advanced tab:

  • the Completed Date is set to the current date and time
  • the Task Status field is set to Completed.

Complete and launch button (synweb)

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

Save button (Action Centre, synweb)

Save the changes made to the selected task.

Cancel button (Action Centre, synweb)

Cancel the changes made to the selected task.

Last modified: 14/09/2016 10:57:42 AM

See Also

Action Centre

Action Centre - Description tab

Action Centre - Detail tab

Action Centre - Advanced tab

Action Centre - DocMan tab

Action Centre - About tab

Action Centre - Dependencies tab

Action Centre - Related Tasks tab

Action Centre - Workflow tab

Action Centre - Fields Changed tab

© 2016 Synergetic Management Systems. Published 19 September 2016.

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