Use Action Categories to help you further define and group your actions for filtering purposes.  When you later create an Action, you will be able to define its Category and Status (e.g. cancelled, scheduled, etc.).  You defined action statuses earlier under Step 2: Status Codes, Action.

1.Select Setup | General Lookup Tables from EventPro's main menu. From the drop-down list in the top left corner, select Action Categories.

2.Click the New button in the upper right corner and enter the name of the category in the Action Category [New] window. For example, the action categories may refer to the kind of activity taking place or the department in which it occurs, e.g. Thank You, Invoice, Contract, Client, Accounting, Internal, Marketing, etc., depending on the system your facility uses to categorize actions.  

3.Click Save.

4.Continue this process until you have added every kind of action category that you think you will need. You can always return later to add more action categories.

5.To Edit, View or Delete Action Categories, see Edit, View or Delete General Lookup Tables below.