Community Maintenance - Action Centre bar
Use the Action Centre bar to view Action Centre tasks or notifications linked to the selected community member.
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:
|
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. | |
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. |