We have some REALLY disorganized tables for Action Types and Action Notepad Types.  If you throw the Action Category on top of it all, it's almost impossible to enter an action without getting confused, which prevents us from tracking information in any useful fashion.

 Would any of you be willing to share your Actions table and your Action Notepad Types table with me?

I'm afraid I don't have any tables to provide, but I can give you some good tips

Your action category is at the very top, therefore your action type is a breakdown of this value.  For example, if your category is phone call - your type should be the type of phone call, for example, approach, cultivation, renewal etc

Your action notepads can be set up in different ways.  I have visited organisations that just have action notes. Other organisations break it down against the action categories - phone call notes, email notes, meeting notes, mailing notes and task/other notes.  Whichever you choose you want it to be clear and consistent, for example you wouldn't want mailing notes, letter notes and communication notes as it is very unclear which type should be selected.

In determining your types meet your team and brainstorm together and also think about how you want to retrieve that information.  Good luck.

Hi Julie.

I have action procedures that I'd be happy to share. They include action table and notepad types.

Send me an email directly to khartt@mainecf.org

Karen