- On the Records page, click the link for the record type to open, such as Students, Faculty/Staff, Individuals, or Organizations
- Open the appropriate record
- Select the Actions tab
- Click New Action on the action bar
- On the Action tab, you must select the Action type and enter a Start date. Other available fields include End date, Priority, Location, Action status, and Set reminder to.
- You can select the Attributes/Notes tab to further define the action
- Click Save and Close on the action bar
To learn more about Actions, access the Help File for Actions by selecting the Actions tab of a record, and then press F1 on your keyboard.