Use the Action Centre to review and manage:
information messages
task messages
alert messages.
...
| Expand | ||
|---|---|---|
| ||
To open the Description tab:
|
.gif)
.gif)
Action Centre filters area key fields and buttons
Subscription Level fields
Field | Description |
|---|---|
Message Type | Filter Action Centre messages by:
|
Filter grid area fields
Field | Description |
|---|---|
Type | Type of Action Centre message. Either
|
Description | Description of the Action Centre message. |
Count | Number of Action Centre message with the same description. |
Display fields
Field | Description |
|---|---|
Display | Filter by:
|
Show Advanced Panel | Select to display the Advanced panel at the top of the window. |
Text Filters fields
Field | Description |
|---|---|
Type Description | Type to filter by description text. For example, User task ready for commencement. |
Summary | Type to filter by summary description text. |
Originator | Type to filter by the originator name. |
Originated by me | Select to set the originator as the current user. |
Date Filter fields
Field | Description |
|---|---|
Date Created From/To | Search for messages created within a date range. |
Date Read/Actioned From/To | Search for messages actioned or read within a date range. |
Grid area fields
Field | Description | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Type | Type of Action Centre message. Either:
| ||||||||||||||||||
Description | Description of the Action Centre message. | ||||||||||||||||||
Summary | Summary of the Action Centre message. | ||||||||||||||||||
Status | Status of the Action Centre message. | ||||||||||||||||||
Created | Date and time the Action Centre message was created. | ||||||||||||||||||
Actioned | Whether the Action Centre message has been actioned. | ||||||||||||||||||
Originator | Originator of the Action Centre message. | ||||||||||||||||||
Mode | Mode of the Action Centre message. Messages can be either:
|
User task fields
Field | Description | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Summary | Type a summary for the Action Centre message. | ||||||||||||
Linked To | Community member linked to the Action Centre message. | ||||||||||||
Allocated To | Community member allocated to Action Centre message. |
.gif)
.gif)
Common buttons
Button | Description |
|---|---|
| Update the number of unread/unactioned messages in each category. |
| Select to display a greater portion of either:
|
| Mark all alerts as read. |
| Mark all information messages as read. |
| Launches the default maintenance window for the type of community member or item linked to the task. The windows launched are:
|
| Launch Community Maintenance for the community member. |
| Add a link to a community member, creditor, debtor or student. Only visible when no link has been added to the user task. |
| Remove the current community link. Only visible when a community member or item is linked to the user task. |
| Reallocate the task to a different community member. |
| Clear the date filter fields. |
| Reset all filter fields. |
| Mark the selected information message as read. |
| Mark the selected alert message as read. |
| Mark the selected message as read and launch the associated Linked To maintenance record. |
| Apply changes based on selections in the grid area. |
| Apply changes based on selections in the grid area and launch the linked maintenance window. |
| Start the selected task.
|
| Start the selected task and launch the associated Linked To maintenance record. |
| Complete the selected task.
|
| Complete the selected task and launch the associated Linked To maintenance record. |
| Save the current user task as a task template. |
| Open the User Task window to display the selected task. |
| Delete the selected task. |
| Apply changes to the selected task. |
| Cancel changes to the selected task. |
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif){kind=spacer}
.gif)
 button.png)
 button.png)
.gif)
.png)
