Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Use the Action Centre bar to view Action Centre tasks or notifications linked to the selected student.

...

Expand
titleOpening the Action Centre bar

To open the Action Centre bar:

  1. Select Students > Student Maintenance from the SynWeb main menu.
    The Set Current Search Criteria window is displayed.
  2. Search for the student. See Searching for students.
    The first student's record is displayed on the Current Student Maintenance window. One bar is expanded depending on your last session or earlier selection.
  3. Click on the Action Centre bar.

    Tip:
     You can click anywhere on a navigation bar other than the caption to open it.

    The Action Centre bar of the Current Student Maintenance window is displayed.


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

Image Modified

Remove the link to this student.

Image Modified

Reallocate the task to a different community member.

Image Modified

Start the selected task. This updates the status of the task to In Progress and updates the Start Date on the Advanced bar.

Image Modified

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

Image Modified

Mark the selected task as complete. This updates the status of the task to Complete and updates the Completed Date on the Advanced bar.

Image Modified

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

Image Modified

Save the changes made to the selected task.

Image Modified

Cancel the changes made 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 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

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.
 

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 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.

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.

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 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.

 

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.
For example to filter students by name simply type either the student's:

  • last name
  • first name
  • last name then first name separated by a comma.
    To filter students by year level simply type the student's year level in the Search Filter field.

Common buttons

Button

Description

Image Modified

Create a new student. See Creating new students.

Image Modified

Delete the selected student. See Deleting a current student.

Image Modified

Display the Current Student Maintenance Search Criteria window.
You can update the search criteria and search for new students. See Searching for students.

Image Modified

Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.

Image Modified

Create a new task relating to the current student. See Managing tasks in the Introduction manual.

Image Modified

Click to refresh information for the selected student.