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Use the Action Centre tab to view Action Centre messages linked to the selected current student.

Note: You can populate this tab by either linking or allocating Action Centre messages to the selected current student. See Using the Action Centre window in the Introduction manual.

Tip: Click the Action Centre icon AnchorO_38107O_38107 Image Removed  Image Added to quickly navigate to the Action Centre tab to view items linked to the currently selected current student.

Expand
titleOpening the Action Centre tab

To open the Action Centre tab of the Pastoral Care tab:

  1. Select Module > Students > Current Student Maintenance from the main menu.
    The Set Current Student Search Criteria window is displayed.
    Tip: You can also access the current student functions by clicking

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  2. Search for the student. See Searching for existing students

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  1. in the Current students manual.
  2. Click the Action Centre tab.
    The Action Centre tab of the Current Student Maintenance window is displayed.

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Current Student Maintenance - Action Centre tab key fields and buttons
Fields

Field

Description

Summary

Summary of the Action Centre message.

Linked to Student

Current student linked to the Action Centre message.

Allocated To

Community member allocated to the Action Centre task.

Note: Clicking

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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

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Button

Description

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Remove the link between the student and the selected task.

Note: You can link the task to another maintenance record using the Linked to fields and buttons in the Action Centre. See Using the Action Centre window in the Introduction manual.

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Launch Community Maintenance window for the displayed record.

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Reallocate the task to a different community member.

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Start the selected task.

Note: Clicking

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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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Open the User Task window to display the selected task. See Using the User/Workflow Task window in the Introduction manual.

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Delete the selected task.

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Apply changes to the selected task.

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Cancel changes to the selected task.

Description sub-tab fields
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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

The system/program used to create the task.

Created

Date the task was created.

Subscriber

Subscribers to the task. See Group Security Maintenance - Groups View in the System maintenance manual.


Advanced sub-tab fields
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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.

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

Select to set a task reminder to display the specified number of weekdays, days or weeks either:

  • before the due date
  • after the start date.

% Complete

Percentage of the task completed.

Current Estimate

Estimated time required to complete the task.

Elapsed

Amount 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.
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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.

Note: Clicking

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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
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Workflow sub-tab fields and buttons
The Workflow sub-tab displays for full workflow for the task selected in the main grid area.
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Fields

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.

Buttons

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Button

Description

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Launch the selected task in the User/Workflow Task window. See Using the User/Workflow Task window in the Introduction manual.

DocMan sub-tab fields
See the Current Student Maintenance - DocMan tab AnchorH_9175H_9175 (on page ) for details of the fields and buttons of this tab.

About sub-tab fields
The About sub-tab displays a summary of the Action Centre task.
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