Community Maintenance - Action Centre bar

Community Maintenance - Action Centre bar

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

 

To open the Action Centre bar:

  1. Select Community from the SynWeb main menu.
    The Community Maintenance Search Criteria window is displayed.

  2. Search for a community member. See Searching for community members.

  3. 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

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

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

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

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.