Your working day

Xperios Essentials, section 3 of 7. The three places Xperios tells you something is waiting - Tasks, Notifications and Issues.

What you will be able to do

• Tell at a glance whether anything is waiting on you or your team
• Spot a queue nobody has taken ownership of
• Choose what you are told about, and prove the path works before relying on it
• Know where a support ticket lives, and which direction it points

Step 1 of 6

Three things that tell you something is waiting

Three things in Xperios tell you something is waiting. Tasks, for work waiting on your team. Notifications, for things that have happened that you asked to hear about. And Issues, for support tickets. Home gathers the headline of all three in Needs attention, top right, and when there is nothing in any of them the panel is not there at all.

Use the arrow keys to move between steps.

Three things that tell you something is waiting — press Escape or click to close

1. Three things that tell you something is waiting

   Three things in Xperios tell you something is waiting. Tasks, for work waiting on your team. Notifications, for things that have happened that you asked to hear about. And Issues, for support tickets. Home gathers the headline of all three in Needs attention, top right, and when there is nothing in any of them the panel is not there at all.

2. Tasks are what is waiting on your team

   The Tasks menu is work waiting on somebody in your team. Approvals to give, requests to answer. Credit and refund approvals, withdrawal requests, modification and connection requests, remission and subsidy claims, declined offers, and service requests from schools. Each one carries a live count, so a glance tells you whether anything needs doing.

3. Watch for a count that never falls

   The counts are the point. A task is only a task while nobody has dealt with it. So watch for a count that never falls. That usually means nobody has taken ownership of that queue rather than that the work is hard, and it is the most useful thing this screen tells you.

   Worth a standing five minutes at a team meeting: not what is in each queue, but which queue has not moved.

4. Notifications arrive two ways

   Notifications tell you when something has happened that you asked to hear about. They arrive two ways: as a pop-up while you are working, and as a list you can come back to. Events fall into five categories. Finance, Admissions, Scheduling, System and Support. The list holds the last thirty days, newest first. For a day outside that, put the date into Show a day.

5. If the pop-ups stop, nothing is lost

   If the pop-ups stop but the list still fills up, nothing is lost. Pop-ups arrive over a live connection, so they need Fusion open in a browser tab, and the settings show the connection state. Anything other than connected, reload the page. And before you rely on a notification for something that matters, use Test, which sends yourself one so you can confirm the whole path works.

   Subscribe only to the events that matter to your job. A notification you always ignore is worse than none.

6. Issues point both ways

   An issue is a support ticket, and Xperios has them pointing both ways. The Issues Manager holds tickets raised with you by parents, pupils and schools through the Portal, and you answer those. Assistance, at the foot of the menu, holds your own tickets with Paritor. Same workspace and the same way of working. Tiles across the top count each stage, and clicking one filters the list.

The recap

• Tasks is the work waiting on your team, and each entry carries a live count.
• A count that never falls usually means nobody has taken ownership of that queue, not that the work is hard.
• Notifications arrive two ways - a pop-up while you work, and a list holding the last thirty days. For an older day, use Show a day.
• Pop-ups come over a live connection, so they need Fusion open in a tab. If they stop, reload the page; the list itself loses nothing.
• { "Events fall into five categories": "Finance, Admissions, Scheduling, System and Support." }
• Before relying on a notification for something important, send yourself one with Test.
• Issues point both ways - the Issues Manager is tickets raised with you, Assistance is your own tickets with Paritor.

Now take the test

Six questions, in Xperios under Training. Everything it asks is in The recap above.

If you want the detail

• Tasks — every queue and what is in it
• Notifications — subscriptions, alerts and the connection state
• Issues — the full workspace, both directions