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. It is located at the top right-hand side of the SynWeb window.
The Action Centre Summary window is displayed.
Click the button.
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.

Tip: The Action Centre window can also be accessed by clicking System > Action Centre.
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 messages unread/unactioned messages read/actioned messages.
Show Sent/Received panel	Select to display the Sent/Received panel at the top of the window.

Field

Description

Display

Filter by:

received messages
unread/unactioned messages
read/actioned messages.

Show Sent/Received panel

Select to display the Sent/Received panel at the top of the window.

Text Filters fields

Field	Description
Type Description	Type to filter by description text.
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 Actioned/Read 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 error message.
Description	Description of the Action Centre message.
Summary	Summary of the Action Centre message.
Created	Date the Action Centre message was created.
Originator	Originator of the Action Centre messages.

User task fields

Field	Description
Summary	Type a summary for the Action Centre message.
Linked To	Community member or constituency that the task is linked to. Select one of the available options and click .
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 Sent/Received Panel field to display this button.
	Mark all alerts as read.
	Mark all information messages as read.
	Link to the selected community member.
	Remove the link to the selected community member.
	Reallocate the task to a different community member.
	Filter records using the selection criteria.
	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.
	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 changes made to the selected task.
	Cancel the changes made to the selected task.

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