Medical Maintenance - Action Centre tab

Modified on Mon, 20 Apr at 12:01 AM

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

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. Note: Clicking automatically allocates the community ID linked to the current Synergetic user. Click to assign to another community member.
	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. 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	Select to set a task reminder to display the specified number of weekdays, days or weeks either: before the due date after the start date.
% 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. Note: Clicking automatically allocates the community ID linked to the current Synergetic user. Click to assign to another community member.

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.

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