Use the Action Centre tab to view tasks detailing medical details entered or updated by community members on the Community Portal. You can:
- accept or reject changes
- allocate tasks to community members
- view task descriptions
- view task details
- set advanced task details
- view task dependencies
- view related tasks.
Opening the Action Centre tab
To open the Action Centre tab:
- Open the Medical tab from one of the following maintenance windows:
- Current Student Maintenance. See Current Student Maintenance - Medical tab in the Current students manual.
- Future Student Maintenance. See Future Student Maintenance - Medical tab in the Future students manual.
- Past Student Maintenance. See Past Student Maintenance - Medical tab in the Past students manual.
- Staff Maintenance. See Staff Maintenance - Medical tab in the Human resources manual.
- Click .
The Summary tab of the Medical Maintenance window is displayed.
- Click the Action Centre tab.
The Action Centre tab of Medical Maintenance is displayed.
Tip: Click the Action Centre icon to quickly navigate to the Action Centre tab to view items linked to the currently selected community member.
Current Student Maintenance - Action Centre tab key fields and buttons
Fields
Field |
Description |
---|---|
Linked to Medical |
Community member linked to the medical action centre task. |
Allocated To |
Community member allocated to complete the medical action centre task. |
Grid area fields
Field |
Description |
---|---|
Description |
Description of the medical action centre task. |
Summary |
Summary of the medical action centre task. |
Created |
Creation date of the medical action centre task. |
Buttons
Button |
Description |
---|---|
(Allocated To) |
Launch Community Maintenance for the displayed record. |
|
Launch the Find Name on Community window to reallocate the medical action centre task to a different community member. |
|
Apply change selections in the grid area to the linked medical record. |
|
Start the selected medical action centre task. |
|
Mark the selected medical action centre task as complete. |
|
Open the medical action centre task in the User Task window. |
|
Delete the selected medical action centre task. |
|
Apply changes to the selected medical action centre task. |
|
Cancel changes to the selected medical action centre task. |
Fields changed sub-tab fields and buttons
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 |
---|---|
Fields changed |
Description of the medical field changed on the Community Portal. |
New value |
New value entered by the community member on the Community Portal. |
Current value |
Current value in Medical Maintenance. |
Accept |
Select to accept the selected change. |
Reject |
Select to reject the selected change. |
Buttons
Button |
Description |
---|---|
|
Accept all changes. |
|
Reject all changes. |
Description sub-tab fields
The Description sub-tab provides a brief description of the medical task.
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 - Users 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
About sub-tab fields
The About sub-tab displays details about the action centre message.