Using the Action Centre window
Use the Action Centre to review and manage:
- information messages
- task messages
- alert messages.
Action Centre filters area key fields and buttons
Subscription Level fields
Field | Description |
---|---|
Message Type | Filter Action Centre messages by:
|
Filter grid area fields
Field | Description |
---|---|
Type | Type of Action Centre message. Either
|
Description | Description of the Action Centre message. |
Count | Number of Action Centre message with the same description. |
Display fields
Field | Description |
---|---|
Display | Filter by:
|
Show Advanced Panel | Select to display the Advanced panel at the top of the window. |
Text Filters fields
Field | Description |
---|---|
Type Description | Type to filter by description text. For example, User task ready for commencement. |
Summary | Type to filter by summary description text. |
Originator | Type to filter by the originator name. |
Originated by me | Select to set the originator as the current user. |
Date Filter fields
Field | Description |
---|---|
Date Created From/To | Search for messages created within a date range. |
Date Read/Actioned From/To | Search for messages actioned or read within a date range. |
Grid area fields
Field | Description |
---|---|
Type | Type of Action Centre message. Either:
|
Description | Description of the Action Centre message. |
Summary | Summary of the Action Centre message. |
Status | Status of the Action Centre message. |
Created | Date and time the Action Centre message was created. |
Actioned | Whether the Action Centre message has been actioned. |
Originator | Originator of the Action Centre message. |
Mode | Mode of the Action Centre message. Messages can be either:
|
User task fields
Field | Description |
---|---|
Summary | Type a summary for the Action Centre message. |
Linked To | Community member linked to the Action Centre message. |
Allocated To | Community member allocated to Action Centre message. |
Common buttons
Button | Description |
---|---|
Update the number of unread/unactioned messages in each category. | |
Select to display a greater portion of either:
| |
Mark all alerts as read. | |
Mark all information messages as read. | |
(Linked To) | Launches the default maintenance window for the type of community member or item linked to the task. The windows launched are:
|
(Allocated To) | Launch Community Maintenance for the community member. |
Add a link to a community member, creditor, debtor or student. Only visible when no link has been added to the user task. | |
Remove the current community link. Only visible when a community member or item is linked to the user task. | |
Reallocate the task to a different community member. | |
Clear the date filter fields. | |
Reset all filter fields. | |
Mark the selected information message as read. | |
Mark the selected alert message as read. | |
Mark the selected message as read and launch the associated Linked To maintenance record. | |
Apply changes based on selections in the grid area. | |
Apply changes based on selections in the grid area and launch the linked maintenance window. | |
Start the selected task.
| |
Start the selected task and launch the associated Linked To maintenance record. | |
Complete the selected task.
| |
Complete the selected task and launch the associated Linked To maintenance record. | |
Save the current user task as a task template. | |
Open the User Task window to display the selected task. | |
Delete the selected task. | |
Apply changes to the selected task. | |
Cancel changes to the selected task. |