Use the Action Centre bar to view Action Centre tasks or notifications linked to the selected student.
| Expand | ||
|---|---|---|
| ||
To open |
...
the Action Centre |
...
bar: |
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
Action Centre bar key fields and buttons
Fields
Field | Description |
|---|---|
New | Select to view new messages. |
Read/Actioned | Select to view read or actioned messages. |
Dependent task | Tasks to be completed before the task selected in the main grid area can be started. |
Status | Status of the task. |
Linked to Current Student | Student linked to the task. |
Allocated To | Student allocated to complete the task. |
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 to this student. | ||||||
 | Reallocate the task to a different community member. | ||||||
 | Start the selected task. This updates the status of the task to In Progress and updates the Start Date on the Advanced bar. | ||||||
| Start the selected task and launch the associated Linked To maintenance record. | ||||||
 | Mark the selected task as complete. This updates the status of the task to Complete and updates the Completed Date on the Advanced bar. | ||||||
| Complete the selected task and launch the associated Linked To maintenance record. | ||||||
 | Save the changes made to the selected task. | ||||||
| Cancel the changes made to the selected task. |
Description sub-tab fields
Enter a description of the Action Centre task in the comment field.
| Anchor | ||||
|---|---|---|---|---|
|
Detail sub-tab fields
| Anchor | ||||
|---|---|---|---|---|
|
Field | Description |
|---|---|
Created | Date and time the task was created. |
Self Actioned/Read | Whether the task has been self-actioned or read. |
Actioned On | Whether the task has been actioned. |
Actioned By | Community member that actioned the task. |
School | Name of the originating organisation. |
User | Name of the user that created the task. |
System | The system or 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
| Anchor | ||||
|---|---|---|---|---|
|
Field | Description |
|---|---|
Start Date | Start date and time for the task. |
Due Date | Due date for the task. |
Completed Date | Date and time 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. |
Reminder Date | Select a date for the Action Centre to display a reminder relating to the currently selected task. |
Reminder Day | Select the number of days or weeks before the due date or after the start date to receive a reminder. |
% 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.
| Anchor | ||||
|---|---|---|---|---|
|
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. |
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
If the task is part of a workflow, the Workflow sub-tab displays the full workflow for the task selected in the main grid area.
| Anchor | ||||
|---|---|---|---|---|
|
Field | Description |
|---|---|
Extra Data to Display | Select fields in this area this area to display extra information on the workflow. You can display:
|
DocMan sub-tab fields
See Community Maintenance - DocMan bar in the Community manual for details on the fields and buttons of this tab.
About sub-tab fields
The About sub-tab displays a summary of the Action Centre task.
| Anchor | ||||
|---|---|---|---|---|
|
Common fields
Field | Description |
|---|---|
Search Filter | The Search Filter field is located at the top of the Student Selector. This field can be used to filter students by any of the information displayed in the Student Selector.
|
Common buttons
Button | Description |
|---|---|
Create a new student. See Creating new students (on page ). | |
Delete the selected student. See Deleting a current student (on page ). | |
Display the Current Student Maintenance Search Criteria window. | |
| Customise how the bars are displayed. See Customising navigation bars in the Introduction manual. |
| Create a new task relating to the current student. See Managing tasks in the Introduction manual. |
| Click to refresh information for the selected student. |
