Community Maintenance - Action Centre tab

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 icon to quickly navigate to the Action Centre tab to view items linked to the currently selected community member.

Opening the Action Centre tab

To open the Action Centre tab:

Select Module > Community Maintenance from the main menu.
The Set Community Search Criteria window is displayed.

Tip: You can also access the Set Community Search Criteria window by clicking .
Search for the community member. See Searching for community members.
The Constits tab of the Community Maintenance window is displayed.
Click the Action Centre tab.
The Action Centre tab is displayed.

Community Maintenance - Action Centre tab key fields and buttons
Fields

Field	Description
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. Note: Clicking automatically allocates the community ID linked to the current Synergetic user. Click to assign to another community member.

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

Field	Description
	Launch Community Maintenance window for the displayed record.
	Remove the link between the community member 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.
	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.

Fields Changed sub-tab fields and buttons

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, .

Fields

Field	Description
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
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
	Accept all changes.
	Reject all changes.
	Apply changes based on selections in the grid area.

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	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

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 and buttons
The Dependencies sub-tab displays tasks that must be completed before the task selected in the main grid area can be started.

Fields

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 automatically allocates the community ID linked to the current Synergetic user. Click to assign to another community member.

Buttons

Button	Description
	Launch the Edit Workflow Dependencies for Current Task window to manage task dependencies.

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

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 Community Maintenance - DocMan tab for details on the fields and buttons of this tab.

About sub-tab
The About sub-tab displays general system information about the task.