Community Maintenance - Action Centre bar

Use the Action Centre bar to view Action Centre tasks or notifications linked to the selected community member.

Opening the Action Centre bar

To open the Action Centre bar:

Select Community from the SynWeb main menu.
The Community Maintenance Search Criteria window is displayed.
Search for a community member. See Searching for community members.
Click on the Action Centre bar.

Tip: You can click anywhere on a navigation bar other than the caption to open it.

The Action Centre bar of the Community Maintenance window is displayed.

Community Maintenance - Action Centre bar key fields and buttons
Fields

Field	Description
New	Select to view new messages.
Read/Actioned	Select to view read or actioned messages.
Dependent task	Tasks to be completed before the task selected in the main grid area can be started.
Status	Status of the task.
Linked to Community member	Community member linked to the task.
Allocated To	Community member allocated to complete the 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 to this community member.
	Reallocate the task to a different community member.
	Start the selected task. This updates the status of the task to In Progress and updates the Start Date on the Advanced bar.
	Start the selected task and launch the associated Linked To maintenance record.
	Mark the selected task as complete. This updates the status of the task to Complete and updates the Completed Date on the Advanced bar.
	Complete the selected task and launch the associated Linked To maintenance record.
	Save the changes made to the selected task.
	Cancel the changes made 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 and time the task was created.
Self Actioned/Read	Whether the task has been self-actioned or read.
Actioned On	Whether the task has been actioned.
Actioned By	Community member that actioned the task.
School	Name of the originating organisation.
User	Name of the user that created the task.
System	The system or program used to create the task.
Created	Date the task was created.
Subscribers	List of users that are subscribed or allocated to this task.

Advanced sub-tab fields

Field	Description
Start Date	Start date and time for the task.
Due Date	Due date for the task.
Completed Date	Date and time 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 Day	Select the number of days or weeks before the due date or after the start date to receive a reminder.
% 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.

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
If the task is part of a workflow, the Workflow sub-tab displays the 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 the Community Maintenance - DocMan bar for details on the fields and buttons of this tab.

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.
Others who share this address	Displays community members with the same address as the community member with fields changed.

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.
	Apply changes based on selections in the grid area and launch the linked maintenance window.

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

Common fields

Field	Description
Search Filter	The Search Filter field is located at the top of the Community Selector. This field can be used to filter community members by any of the information displayed in the Community Selector.

Common buttons

Button	Description
	Create a new community member. See Creating community members.
	Delete the selected community member. See Deleting community members.
	Display the Community Maintenance Search Criteria window. You can update the search criteria and search for new community members. See Searching for community members.
	Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.
	Create a new task relating to the community member. See Managing tasks in the Introduction manual.
	Click to break spouse links for the selected community member. See Breaking links to a spouse.
	Click to flip spouses and make the spouse contact the primary contact in the relationship. See Flipping spouses.
	Click to refresh information for the selected community member.