Use the Action Centre tab to view Action Centre messages linked to the selected community member.
Note: You can populate this tab by either linking or allocating Action Centre messages to the selected community member. See Using the Action Centre window in the Introduction manual.
Tip: Click the Action Centre icon .gif)
to quickly navigate to the Action Centre tab to view items linked to the currently selected community member.
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To open the Action Centre tab:
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Community Maintenance - Action Centre tab key fields and buttons
Fields
Field | Description | |||
|---|---|---|---|---|
Summary | Summary of the Action Centre message. | |||
Linked to Community Member | Community member linked to the task. | |||
Allocated To | Community member allocated to the Action Centre task. O_18028 | O_18028 |  automatically allocates the community ID linked to the current Synergetic user. Click 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
Field | Description | |||||
|---|---|---|---|---|---|---|
| Anchor | O_44230 | O_44230|||||
| Launch Community Maintenance window for the displayed record. | |||||
O_38105 | O_38105 | .gif) | Remove the link between the community member and the selected task. O_45081 | O_45081 | .gif) | |
| Reallocate the task to a different community member. anchor | |||||
| O_43584 | O_43584 | .gif) | Start the selected task. Anchor | | ||
| O_38100 | .gif) | Mark the selected task as complete. Anchor | | O_38103 | O_38103||
| 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. O_38106 | .gif) |
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Fields Changed sub-tab fields and buttons
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Use the Fields Changed tab to view fields that have been updated.
Note: The Fields Changed tab is only displayed when you select an Action Centre message indicating that fields have been changed. For example,
.Fields
Field | Description |
|---|---|
Also show matched values | Select to also show unchanged values. That is, show values with the same value in the New Value and Current Value grid area fields. |
Grid area fields
Field | Description |
|---|---|
Field changed | Description of the changed field. |
New value | New field value. |
Current value | Current field value. |
Accept | Select to accept the selected change. |
Reject | Select to reject the selected change. |
Buttons
Button | Description | anchor|||
|---|---|---|---|---|
| O_43590 | O_43590 |  | Accept all changes. Anchor | |
| O_43591 |  | Reject all changes. anchor | ||
| O_43585 | O_43585 |  | Apply changes based on selections in the grid area. |
Description sub-tab fieldsAnchor
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Enter a description of the Action Centre task in the comment field.
Detail sub-tab fields
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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 fieldsAnchor
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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. |
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 and buttons
The Dependencies sub-tab displays tasks that must be completed before the task selected in the main grid area can be started.
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Fields
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. O_38098 | O_38098 | .gif) automatically allocates the community ID linked to the current Synergetic user. ClickAnchor | O_38099 | O_38099 | to assign to another community member. |
Buttons
Button | Description | |||
|---|---|---|---|---|
| Anchor | ||||
| O_38607 | .gif) | Launch the Edit Workflow Dependencies for Current Task window to manage task dependencies. O_38608 | O_38608 |  |
Related tasks sub-tab fields
The Related tasks sub-tab displays tasks related to the task selected in the main grid area.Anchor
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Workflow sub-tab fields
The Workflow sub-tab displays for full workflow for the task selected in the main grid area.
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Field | Description |
|---|---|
Extra Data to Display | Select fields in this area this area to display extra information on the workflow. You can display:
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DocMan sub-tab fields
See Community 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.Anchor
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