Action Category

Action categories are organizational entities designed to group together similar actions. To access action categories, navigate to Maintenance > Action Categories. You need the Actions Full role.

Category Name is the name of the category which groups the actions. Note: Usually you have at least one Action Category per Action Entity Type. Example: You have a single Action Category named “Student Actions” with the Action Entity Type of Student.

Action Entity Type refers to the entity type for the selected category.

Entity Type	Module	Methods	Note
Check	Finance	Mail
Customer	Finance	Mail, Email	Email templates are created through the Finance > AR > Customers, multi-action Email.
Customer Credit	Finance	Mail, Email	Email templates are created through the Finance > AR > Credits, multi-action Email.
Customer Invoice	Finance	Mail, Email	Email templates are created through the Finance > AR > Invoices, multi-action Email.
Customer Receipt	Finance	Mail, Email	Email templates are created through the Finance > AR > Receipts, multi-action Email.
Discipline	Admin	Mail, Email	Email templates are created through the Admin > Discipline, multi-action Email.
Donor	Development	None, Mail, Email	Email templates are created through the Development > Contacts, multi-action Email Donor.
Donor Ask	Development	None, Mail, Email	Email templates are created through the Development > Asks, multi-action Email.
Donor Donation	Development	Mail, Email	Email templates are created through the Development > Donations, multi-action Email.
Donor Event	Development	Mail, Email	Email templates are created through the Development > Events > Event Attendance, multi-action Email Attendee.
Donor Individual	Development	None, Mail, Email	Email templates are created through the Development > Persons, multi-action Email.
Donor Payment	Development	Mail, Email	Email templates are created through the Development > Payments, multi-action Email.
Donor Tax Receipt	Development	Mail
Evaluation	Admin	None	Evaluation is for recording Evaluations for inquiries and students.
Financial Aid Award	Fin Aid	None, Mail, Email	Email templates are created through the Fin Aid > Awards, multi-action Email.
Household	Admin, Admissions, Health, Development, Fin Aid, Finance	Mail, Email	Email templates are created from any households list page using the “Email Household” multi-action.
Inquiry	Admissions	None, Mail, Email	The actions may change the inquiry status or substatus. Email templates are created through the Admissions > Inquiries/Applicants, multi-action Email with the option “One email per student/household combination” selected.
Inquiry Recommendation	Admissions	Email	Email templates are created through the Inquiry Actions List using the multi-action Email.
Inquiry With HH Contact	Admissions	Mail, Email	Email templates are created through the Admissions > Inquiries/Applicants, multi-action Email with the option “One email per student” selected. Note: The default behavior for inquiry merges with households is to generate one record per inquiry/household combination. This variation guarantees only one email/document per inquiry record.
Misc Payment	Finance	Mail, Email	Email templates are created through the Finance > AP > Misc. Payments, multi-action Email.
Misc Receipt	Finance	Mail, Email	Email templates are created through the Finance > AR > Receipts, multi-action Email.
Purchase Order	Finance	Mail, Email	Email templates are created through the Finance > AP > Purchase Orders, multi-action Email.
Student	Admin, Admissions, Health, Development, Fin Aid, Finance	None, Mail, Email	The actions may change the student status or substatus in one or more divisions. Note: Email templates are created from any student list page using the Email multi-action with the option “One email per student/household combination” selected.
Student Check In Out	Admin	Mail, Email	Email templates are created through the Admin > Attendance > Check In/Check Out, multi-action Email.
Student Daily Attendance	Admin	Mail, Email	Email templates are created through the Admin > Attendance > Daily Attendance, multi-action Email.
Student Health	Health	None	Student Health actions appear in the Health module only.
Student Health Visit	Health	None, Mail, Email	Email templates are created through the Health > Health Visits, multi-action Email. Student Health Visits appear in the Health module only.
Student Period Attendance	Admin	Mail, Email	Email templates are created through the Admin > Attendance > PAttendance, multi-action Email.
Student With HH Contact	Admin, Admissions, Health, Development, Fin Aid, Finance	Mail, Email	Email templates are created from any student list page using the Email multi-action with the option “One email per student” selected. Note: The default behavior for student merges with households is to generate one record per student/household combination. This variation guarantees only one email/document per student record.
Teacher	Admin, Scheduling	None, Email	Email templates are created through the Admin > Staff, multi-action Email, or Scheduling > Staff, multi-action Email.
User	Security	Email	Email templates are created through the Security > Users, multi-action Email.
Vendor	Finance	Mail, Email	Email templates are created through the Finance > AP > Vendors, multi-action Email.
Vendor Credit	Finance	Mail, Email	Email templates are created through the Finance > AP > Credit Memos, multi-action Email.
Vendor Invoice	Finance	Mail, Email	Email templates are created through the Finance > AP > Invoices, multi-action Email.
Vendor Payment	Finance	Mail, Email	Email templates are created through the Finance > AP > Payments, multi-action Email.

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