The Manage Diary Tasks Tab

The Manage Diary Tasks tab contains a record of routine tasks assigned to Synergy users to ensure the efficient and systematic management of your security system.

Viewing Diary Tasks

To view the tasks currently logged in Synergy, click the Manage Diaries button in the Communication group on the Operations menu. The Manage Diaries screen appears with the Manage Diary Tasks tab in the forefront of the screen.

The Manage Diary Tasks tab contains a table listing all tasks logged in the system. You can search for tasks by date or data using the search tools near the top of the tab.

The standard Synergy Table Design tools, New and Delete buttons, and Save Data As report output options are included in the tab.

Adding Diary Tasks

To add a new task, click the New button at the bottom of the tab. The New Diary Task dialog appears.

Task Details Tab

Enter a brief description of the purpose of the task in the Memo Text field.

The Created By field is automatically populated with the name of the logged in user (you).

Select a person to whom the task is assigned from the For User drop-down menu. This user will receive notification of the task in Diary Tasks tab.

Select the Auto-run? checkbox if the task is associated with a macro or a workflow. When you select this task in the Manage Diary Tasks tab, the macro or workflow will launch.

Select a frequency for the task in the Schedule Rule drop-down menu.

If you select Single Entry, the task will be scheduled for one time only.

If you want to associate this task to a macro, make a selection from the drop-down menu or click Macro to create a new one.

If you want to associate this task to a workflow, make a selection from the Select Workflow drop-down menu.

Click the Due Date button. The Select Date dialog appears.

Select a due date and time for the task and click OK.

Repeat this process for the Completion Time field.

Data Links Tab

Click Select File to add a file to the task. A standard Open dialog appears. Select the file that you want to attach and click Open.

Click Select Contact to attach a contact to the task. The Select Contact dialog appears.

Click a contact in the list to select it and click OK.

Click Select Fault to attach a fault to the task.

Click Select Incident if you want to attach an incident to the task. The Review Incidents dialog appears.

Select an incident and click OK.

Click Select Patrol if you want to attach a camera patrol to the task. The Select Patrol dialog appears.

Select a patrol and click OK.

Click Attachments to add file attachments from your data store locker. This could be, for example, attachments that have been added to a duty or incident in the mobile app. You must have a data store locker configured for both the mobile and client for this. If configured, the number of available attachments on the data store locker will be shown.

Click on the Attachments field to see a list of attachments.

Click Add to add a new attachment. You can also view and delete attachments.

Comments Tab

Enter any additional comments or instructions in the Comments field. These will appear in the Extended Comment column of the Manage Diary Tasks tab.

Click Save.

Deleting Diary Tasks

If you want to delete a diary task, select it in the Manage Diary Tasks tab. The Edit Diary Task dialog appears.

Click Delete. The task is removed from the Manage Diary Tasks tab and the Diary Task Calendar.

Diary Task Reports

If you want to generate a Diary Task Summary report, select a report output radio button in the lower right corner of the tab and click the Save Data As button. For more information see The Diary Tasks Summary Report on page 1.

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