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Posted February 04, 2019

Action

Action is a record that captures activity for a particular entity. These records may change a status/substatus, generate correspondence, or record more general information - depending on the action category and the action method. Note: For recording non-dated non-standard information on a record, consider using Attributes.

Change Status To determines whether the action changes status. This only applies to categories with an action entity type of Student or Inquiry. In the case of students, the status is changed for the divisions associated with the action. The Status/Substatus Calculation is different for Inquiries and Students.

Change Substatus To determines whether the action changes a substatus. This only applies to categories with an action entity type of Student or Inquiry. In the case of students, the substatus is changed for the divisions associated with the action. The Status/Substatus Calculation is different for Inquiries and Students.

Scoring Category determines which scoring category is used for evaluation actions. This only applies to categories with an action entity type of Evaluation.

Method determines what kind of correspondence method the action uses.
- None refers to standard actions which are not used for mail merge or email..
- Mail refers to Print actions. Use Upload New Template for uploading the template.
- Email refers to email actions. Use Select Template to tie the action to its email template.

Is Active indicates whether the action can be used. Leave this field unchecked when you decide to stop using the selected action.

Instructions is a field that captures a free-form text that can be displayed on Inquiry Recommendation page. This field is only relevant to actions with an Action Category of Inquiry Recommendation.

Divisions determine the visibility of the selected action by division. Changes to a student's status or substatus only apply for divisions the action is associated with. Note: This is key for dealing with students in a separate division like Summer Camp. A student might Enroll in summer camp, but not participate in the main school divisions. Summer Camp has its own action that handles Enrolled status separate from the main divisions, and vice versa.

Read Roles determines which users can see the action.

Edit Roles determine which users have access to modify the action. Note: Only Evaluation and Student actions have Edit Roles available for modification.

Note: Enrollment Profiles are configured with actions which change status and are associated with appropriate divisions.