Use the Action Centre tab to view Action Centre messages linked to the selected current student.
Note: You can populate this tab by either linking or allocating Action Centre messages to the selected current student. See Using the Action Centre window in the Introduction manual.
Tip: Click the Action Centre icon to quickly navigate to the Action Centre tab to view items linked to the currently selected current student.
Current Student Maintenance - Action Centre tab key fields and buttons
Fields
Field |
Description |
---|---|
Summary |
Summary of the Action Centre message. |
Linked to Student |
Current student linked to the Action Centre message. |
Allocated To |
Community member allocated to the Action Centre task. Note: Clicking |
Grid area fields
Field |
Description |
---|---|
Description |
Description of the Action Centre message. |
Summary |
Summary of the Action Centre message. |
Created |
Creation date of the Action Centre message. |
Buttons
Button |
Description |
---|---|
Remove the link between the student and the selected task. Note: You can link the task to another maintenance record using the Linked to fields and buttons in the Action Centre. See Using the Action Centre window in the Introduction manual. |
|
Launch Community Maintenance window for the displayed record. |
|
Reallocate the task to a different community member. |
|
Start the selected task. Note: Clicking |
|
Mark the selected task as complete. |
|
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. |
|
Open the User Task window to display the selected task. See Using the User/Workflow Task window in the Introduction manual. |
|
Delete the selected task. |
|
Apply changes to the selected task. |
|
Cancel changes to the selected task. |
Description sub-tab fields
Enter a description of the Action Centre task in the comment field.
Detail sub-tab fields
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 |
The system/program used to create the task. |
Created |
Date the task was created. |
Subscriber |
Subscribers to the task. See Group Security Maintenance - Groups View in the System maintenance manual. |
Advanced sub-tab fields
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 to set a task reminder to display the specified number of weekdays, days or weeks either:
|
% Complete |
Percentage of the task completed. |
Current Estimate |
Estimated time required to complete the task. |
Elapsed |
Amount 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.
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 |
Related tasks sub-tab fields
The Related tasks sub-tab displays tasks related to the task selected in the main grid area
Workflow sub-tab fields and buttons
The Workflow sub-tab displays for full workflow for the task selected in the main grid area.
Fields
Field |
Description |
---|---|
Extra Data to Display |
Select fields in this area this area to display extra information on the workflow. You can display:
|
Buttons
Button |
Description |
---|---|
Launch the selected task in the User/Workflow Task window. See Using the User/Workflow Task window in the Introduction manual. |
DocMan sub-tab fields
See the Current Student Maintenance - DocMan tab for details of the fields and buttons of this tab.
About sub-tab fields
The About sub-tab displays a summary of the Action Centre task.
Last modified: 30/08/2016 2:40:31 PM
© 2017 Synergetic Management Systems. Published 20 July 2017.