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 Anchor
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To open the Action Centre tab of the Pastoral Care tab:
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Current Student Maintenance - Action Centre tab key fields and buttons
Fields
Field | Description |
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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. |
Grid area fields
Field | Description |
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Description | Description of the Action Centre message. |
Summary | Summary of the Action Centre message. |
Created | Creation date of the Action Centre message. |
Buttons
Button | Description |
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Remove the link between the student and the selected task. | |
Launch Community Maintenance window for the displayed record. | |
Reallocate the task to a different community member. | |
Start the selected task. | |
Mark the selected task as complete. | |
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. | |
Open the User Task window to display the selected task. See Using the User/Workflow Task window in the Introduction manual. | |
Delete the selected task. | |
Apply changes to the selected task. | |
Cancel changes to the selected task. |
Description sub-tab fields
Enter a description of the Action Centre task in the comment field.
Detail sub-tab fields
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 | 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
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 to set a task reminder to display the specified number of weekdays, days or weeks either:
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% 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.
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. |
Related tasks sub-tab fields
The Related tasks sub-tab displays tasks related to the task selected in the main grid area
Workflow sub-tab fields and buttons
The Workflow sub-tab displays for full workflow for the task selected in the main grid area.
Fields
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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Buttons
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 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.