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Future Student Maintenance - Action Centre tab

Use the Action Centre tab to view Action Centre messages linked to the selected future student.

Note: You can populate this tab by either linking or allocating Action Centre messages to the selected future student. See Using the Action Centre window in the Introduction manual.

Tip: Click the Action Centre icon Action Centre icon (Community Maintenance - Action Centre tab) to quickly navigate to the Action Centre tab to view items linked to the currently selected future student.

Opening the Action Centre tab

Future Student Maintenance - Action Centre tab key fields and buttons

Fields

Field

Description

Summary

Summary of the Action Centre message.

Linked to Student

Future student linked to the Action Centre message.

Allocated To

Community member allocated to the Action Centre message.

Note: Clicking Start button 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.

Grid area fields

Field

Description

Description

Description of the Action Centre notification.

Summary

Summary of the Action Centre notification.

Created

Creation date of the Action Centre notification.

Buttons

Button

Description

Ellipsis button (Community Maintenance - Action Centre)

Launch Community Maintenance window for the displayed record.

Remove button (Community Maintenance - Action Centre tab).gif

Remove the link between the future student and the selected task.

Note: You can link the task to another maintenance record by using the Linked To fields and buttons in the Action Centre. See Using the Action Centre window in the Introduction manual.

Current Student Maintenance - Action Centre (re-linking task)

Reallocate button (Community Maintenance - Action Centre tab)

Reallocate the task to a different community member.

Start button (action centre tab)

Start the selected task.

Complete button (Community Maintenance - Action Centre).gif

Mark the selected task as complete.

Save task as template button (Community Maintenance - Action Centre tab)

Launch the Save Task as Template window to save the current task as a template to be used for future tasks. See Managing tasks in the Introduction manual.

Save Task As Template window (Community Maintenance - Action Centre tab)

Description sub-tab fields

Description tab (Community Maintenance - Action Centre tab)

Enter a description of the Action Centre task in the comment field.

Detail sub-tab fields

Details tab (Community Maintenance - Action Centre tab)

Field

Description

Created

Date the task was created.

Self Actioned/Read

Whether the task has been self-actioned or read.

Actioned

Whether the task has been actioned.

Actioned By

Community member that actioned the task.

School

Name of the originating organisation.

User

Synergetic user that created the task.

System

Synergetic program used to create the task.

Created

Date the task was created.

Subscriber

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

Advanced sub-tab fields

Advanced tab (Community Maintenance - Action Centre tab)

Field

Description

Start Date

Start date for the task.

Due Date

Due date for the task.

Completed Date

Date 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

Select a date for the Action Centre to display a reminder relating to the currently selected task.

% 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.

Dependencies sub-tab fields

The Dependencies sub-tab displays tasks that must be completed before the task selected in the main grid area can be started.

Dependencies tab (Community Maintenance - Action Centre tab)

Field

Description

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.

Note: Clicking Start button (Community Maintenance - 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.

Related tasks sub-tab fields

The Related tasks sub-tab displays tasks related to the task selected in the main grid area.

Related tasks sub-tab (Community Maintenance - Action Centre tab)

Workflow sub-tab fields

The Workflow sub-tab displays for full workflow for the task selected in the main grid area.

Workflow sub-tab (Community Maintenance - Action Centre tab)

Field

Description

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.

DocMan sub-tab fields

See Future Student Maintenance - DocMan tab for details on the fields and buttons of this tab.

About sub-tab

The About sub-tab displays general system information about the task.

About sub-tab (Community Maintenance - Action Centre tab)

Last modified: 20/12/2016 3:14:18 PM

See Also

Maintaining future students

Searching for future students

Creating future students

Future Student Maintenance - Personal tab

Future Student Maintenance - Flags tab

Future Student Maintenance - Enrol Details tab

Future Student Maintenance - Applications tab

Future Student Maintenance - Supplemental tab

Future Student Maintenance - History tab

Future Student Maintenance - Activity tab

Future Student Maintenance - Steps tab

Future Student Maintenance - Source tab

Future Student Maintenance - Scholarships tab

Future Student Maintenance - Deposit tab

Future Student Maintenance - Transport tab

Future Student Maintenance - Courses tab

Future Student Maintenance - Contacts tab

Future Student Maintenance - Relations tab

Future Student Maintenance - Siblings tab

Future Student Maintenance - Emergency tab

Future Student Maintenance - Doctor tab

Future Student Maintenance - Medical tab

Future Student Maintenance - Codes tab

Future Student Maintenance - Debtor tab

Future Student Maintenance - Legal tab

Future Student Maintenance - Photo tab

Future Student Maintenance - Comment tab

Future Student Maintenance - User Forms tab

Future Student Maintenance - DocMan tab

Future Student Maintenance - NZMOE tab

Future Student Maintenance - International tab

Future Student Maintenance - Alerts tab

Future Student Maintenance - Accommodation tab

Future Student Maintenance - Concessions tab

Future Student Maintenance - NZQA tab

Future Student Maintenance - Classes tab

Future Student Maintenance - Correspondence tab

Future Student Maintenance - Interviews tab

Future Student Maintenance - Demographic tab

Future Student Maintenance - Current Comms tab

Future Student Maintenance - Comms tab

Future Student Maintenance - Current Events tab

Future Student Maintenance - Events tab

Future Student Maintenance - Individual Plans tab

Future Student Maintenance - Medical Conditions tab

Future Student Maintenance - Ability tab

Future Student Maintenance - Other Schools tab

© 2017 Synergetic Management Systems. Published 20 July 2017.

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