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 Merge.
Customer Credit Finance Mail, Email Email templates are created through the Finance > AR > Credits, multi-action Email Merge.
Customer Invoice Finance Mail, Email Email templates are created through the Finance > AR > Invoices, multi-action Email Merge.
Customer Receipt Finance Mail, Email Email templates are created through the Finance > AR > Receipts, multi-action Email Merge.
Discipline Admin Mail, Email Email templates are created through the Admin > Discipline, multi-action Email Merge.
Donor Development None, Mail, Email Email templates are created through the Development > Contacts, multi-action Email Merge Donor.
Donor Ask Development None, Mail, Email Email templates are created through the Development > Asks, multi-action Email Merge.
Donor Donation Development Mail, Email Email templates are created through the Development > Donations, multi-action Email Merge.
Donor Event Development Mail, Email Email templates are created through the Development > Events > Event Attendance, multi-action Email Merge Attendee.
Donor Individual Development None, Mail, Email Email templates are created through the Development > Persons, multi-action Email Merge.
Donor Payment Development Mail, Email Email templates are created through the Development > Payments, multi-action Email Merge.
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 Merge.
Household Admin, Admissions, Health, Development, Fin Aid, Finance Mail, Email Email templates are created from any households list page using the “Email Merge 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 Merge 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 Merge.
Inquiry With HH Contact Admissions Mail, Email Email templates are created through the Admissions > Inquiries/Applicants, multi-action Email Merge 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 or mail merge per inquiry record.
Misc Payment Finance Mail, Email Email templates are created through the Finance > AP > Misc. Payments, multi-action Email Merge.
Misc Receipt Finance Mail, Email Email templates are created through the Finance > AR > Misc Receipts, multi-action Email Merge.
Purchase Order Finance Mail, Email Email templates are created through the Finance > AP > Purchase Orders, multi-action Email Merge.
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 Merge 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 Merge.
Student Daily Attendance Admin Mail, Email Email templates are created through the Admin > Attendance > Daily Attendance, multi-action Email Merge.
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 Merge. 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 Merge.
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 Merge 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 or mail merge per student record.
Teacher Admin, Scheduling None, Email Email templates are created through the Admin > Staff, multi-action Email Merge, or Scheduling > Staff, multi-action Email Merge.
User Security Email Email templates are created through the Security > Users, multi-action Email Merge.
Vendor Finance Mail, Email Email templates are created through the Finance > AP > Vendors, multi-action Email Merge.
Vendor Credit Finance Mail, Email Email templates are created through the Finance > AP > Credit Memos, multi-action Email Merge.
Vendor Invoice Finance Mail, Email Email templates are created through the Finance > AP > Invoices, multi-action Email Merge.
Vendor Payment Finance Mail, Email Email templates are created through the Finance > AP > Payments, multi-action Email Merge.

See also
Student Action    Vendor Payment    Evaluation    Donation    Action    DAT   
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