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

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

Tip: Click the Action Centre icon

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Expand
titleOpening the Action Centre tab

To open

...

the Action Centre

...

 tab:

...

  1. Select Module > Future Students > Future Student Maintenance

...

  1.  from the main menu.

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  1. The Set Future Student Search Criteria

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  1.  window is displayed.
    Tip:

...

  1.  You can also access the future student functions by

...

  1. clicking Image Added.
  2. Search for the future student.

...

  1. See Searching for future students

...

  1. .
  2. Click

...

  1. the Action Centre

...

  1.  tab.

...

  1. The Action Centre

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  1.  tab of Future Student Maintenance

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  1.  is displayed.

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  1. Image Added


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

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Field

Description

Summary

Summary of the Action Centre message.

Linked to Student

Future student linked to the Action Centre message.

Allocated To

Community member allocated to the Action Centre message.

Note: Clicking

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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

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Button

Description

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Launch Community Maintenance window for the displayed record.

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Remove the link between the future student and the selected task.

Note: You can link the task to another maintenance record by 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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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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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

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 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 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
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
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:

  • statuses
  • allocations
  • linked records
  • estimated durations
  • % complete figures.

DocMan sub-tab fields
See Future Student Maintenance - DocMan tab AnchorH_8037H_8037 (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.
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