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:
|
Show Advanced Panel |
Select to display the Advanced panel at the top of the window. |
Text Filters fields
Field |
Description |
---|---|
Type Description |
Type to filter by description text. For example, User task ready for commencement. |
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 Read/Actioned 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. |
Status |
Status of the Action Centre message. |
Created |
Date and time the Action Centre message was created. |
Actioned |
Whether the Action Centre message has been actioned. |
Originator |
Originator of the Action Centre message. |
Mode |
Mode of the Action Centre message. Messages can be either:
Note: You can manage Action Centre message subscriptions in Group Security Maintenance. See Group/User Security Maintenance - Groups View.in the Synergetic System Maintenance manual. |
User task fields
Field |
Description |
---|---|
Summary |
Type a summary for the Action Centre message. |
Linked To |
Community member linked to the Action Centre message. |
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 Advanced Panel field to display this button. |
|
Select to display a greater portion of either:
|
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Mark all alerts as read. |
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Mark all information messages as read. |
|
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Launches the default maintenance window for the type of community member or item linked to the task. The windows launched are:
|
|
Launch Community Maintenance for the community member. |
Add a link to a community member, creditor, debtor or student. Only visible when no link has been added to the user task. Note: You can link tasks to future students by linking to their community record. |
|
Remove the current community link. Only visible when a community member or item is linked to the user task. |
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Reallocate the task to a different community member. |
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Clear the date filter fields. |
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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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Apply changes based on selections in the grid area. |
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Apply changes based on selections in the grid area and launch the linked maintenance window. |
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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 current user task as a task template. |
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Open the User Task window to display the selected task. |
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Delete the selected task. |
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Apply changes to the selected task. |
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Cancel changes to the selected task. |
Last modified: 1/08/2016 3:35:49 PM
See Also Action Centre - Description tab Action Centre - Dependencies tab Action Centre - Related Tasks tab Action Centre - Fields Changed tab |
© 2016 Synergetic Management Systems. Published 16 September 2016.