Using the Action Centre window

Modified on Sun, 19 Apr at 11:20 PM

Use the Action Centre to review and manage:

information messages
task messages
alert messages.

Opening the Action Centre

To open the Description tab:

Click .
Note: The Action Centre icon displays a combination of red, green and blue flags depending on the currently active messages.
The Action Centre Summary window is displayed.

Tip: You can also click a link in the Action Centre Summary window to launch a specific message, task or alert in the Action Centre.
Click .
The Description tab of the Action Centre window is displayed.

Action Centre filters area key fields and buttons
Subscription Level fields

Field	Description
Message Type	Filter Action Centre messages by: information message task message alert message.

Filter grid area fields

Field	Description
Type	Type of Action Centre message. Either information message task message alert message.
Description	Description of the Action Centre message.
Count	Number of Action Centre message with the same description.

Display fields

Field	Description
Display	Filter by: received task messages unread/unactioned task messages read/actioned task messages.
Show Advanced Panel	Select to display the Advanced panel at the top of the window.

Field

Description

Display

Filter by:

received task messages
unread/unactioned task messages
read/actioned task messages.

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: information message task message alert message.
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: TargetedID messages sent to specific community IDs Subscribers messages sent only to subscribers. Note: You can manage Action Centre message subscriptions in Group Security Maintenance. See Group/User Security Maintenance - Groups View.in the Synergetic System Maintenance manual.

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. Note: Clicking automatically allocates the community ID linked to the current Synergetic user. Click to assign to another community member.

Common buttons

Button	Description
	Update the number of unread/unactioned messages in each category. Note: Select the Show Advanced Panel field to display this button.
	Select to display a greater portion of either: main grid area tabs area.
	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: Community Maintenance when linked to a Community Member Creditor Maintenance when linked to a Creditor Current Student Maintenance when linked to a Current Student Debtor Maintenance when linked to a Debtor Future Student Maintenance when linked to a Future Student General Ledger Maintenance when linked to a General Ledger Item Maintenance when linked to an Item Job Position Maintenance when linked to a Job Position Medical Maintenance when linked to a Medical Incident.
(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. Note: You can link tasks to future students by linking to their community record.
	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. On the Advanced tab: the Start Date is set to the current date and time the Task Status field is set to In Process.
	Start the selected task and launch the associated Linked To maintenance record.
	Complete the selected task. On the Advanced tab: the Completed Date is set to the current date and time the Task Status field is set to Completed.
	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.

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