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 to quickly navigate to the Action Centre tab to view items linked to the currently selected current student.
Opening the Action Centre tab
To open the Action Centre tab of the Pastoral Care tab:
- 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 .
- Search for the student. See Searching for existing students (on page ) in the Current students manual.
- Click the Action Centre tab.
The Action Centre tab of the Current Student Maintenance window is displayed.
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. |
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
Button |
Description |
---|---|
|
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 |
---|---|
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 |
---|---|
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:
|
% 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 |
---|---|
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 |
---|---|
Extra Data to Display |
Select fields in this area this area to display extra information on the workflow. You can display:
|
Buttons
Button |
Description |
---|---|
|
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 (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.