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 iconAnchor
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to quickly navigate to the Action Centre tab to view items linked to the currently selected community member.| Expand | ||
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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 |
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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. |
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Grid area fields
Field | Description |
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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 |
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| Launch Community Maintenance window for the displayed record. |
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| Remove the link between the community member and the selected task. |
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| Reallocate the task to a different community member. |
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| Start the selected task. |
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| Mark the selected task as complete. |
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| 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. |
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Fields Changed sub-tab fields and buttonsAnchor
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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,
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Field | Description |
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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 |
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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 |
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| Accept all changes. |
| Reject all changes. |
| 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 |
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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 |
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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.Anchor
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Fields
Field | Description |
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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. |
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Buttons
Button | Description |
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| Launch the Edit Workflow Dependencies for Current Task window to manage task dependencies. |
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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 |
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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 tabAnchor H_9184 H_9184 (on page ) 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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