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

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:

  • 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.

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:

  • TargetedID messages sent to specific community IDs
  • Subscribers messages sent only to subscribers.

 

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 Start button (action centre tab) automatically allocates the community ID linked to the current Synergetic user. Click Reallocate button (Community Maintenance - Action Centre tab) to assign to another community member.

Common buttons

Button

Description

Update button (Action Centre)

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

Note: Select the Show Advanced Panel field to display this button.

Detail button (Action Centre)

Select to display a greater portion of either:

  • main grid area
  • tabs area.

Mark all as read (alerts)

Mark all alerts as read.

Mark all as read button (Action Centre)

Mark all information messages as read.

Ellipses button....(Action Centre, Linked To field) (Linked To)

Launches the default maintenance window for the type of community member or item linked to the task. The windows launched are:

  • Community Maintenance when linked to a Community Member
  • Creditor Maintenance when linked to a Creditor
  • Current Student Maintenance when linked to a Current Student
  • Debtor Maintenance when linked to a Debtor
  • Future Student Maintenance when linked to a Future Student
  • General Ledger Maintenance when linked to a General Ledger
  • Item Maintenance when linked to an Item
  • Job Position Maintenance when linked to a Job Position
  • Medical Maintenance when linked to a Medical Incident.

Ellipses button... (Allocated To) (Allocated To)

Launch Community Maintenance for the community member.

Add button (medium width)

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 button (Action Centre)

Remove the current community link. Only visible when a community member or item is linked to the user task.

Reallocate button (Action Centre)

Reallocate the task to a different community member.

Clear button (Action Centre)

Clear the date filter fields.

Reset Filters button (Action Centre)

Reset all filter fields.

Mark as read (info) button

Mark the selected information message as read.

Mark as read (alert) button

Mark the selected alert message as read.

Mark as read and launch button

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

Apply Change Selections button

Apply changes based on selections in the grid area.

Apply and Launch button

Apply changes based on selections in the grid area and launch the linked maintenance window.

Start button

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

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

Complete button (Community Maintenance - Action Centre).gif

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

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

Save as Template button

Save the current user task as a task template.

Open... button

Open the User Task window to display the selected task.
User task window (task opened from medical maintenance)

Delete button

Delete the selected task.

Apply button

Apply changes to the selected task.

Cancel button

Cancel changes to the selected task.

Last modified: 1/08/2016 3:35:49 PM

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

Action Centre - Order Details tab

Action Centre - Approval tab

© 2016 Synergetic Management Systems. Published 16 September 2016.

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