This document provides instructions for determining and recording the appropriate action status in Raiser's Edge software. It explains that the status options are pending if the action has not happened, closed if complete, or closed with follow up required if further action is needed. It also describes how to record the completion date if the action is done or leave it blank if not, and how to select the phone number used if the action was a phone call.

1. CHAPTER 7 DETERMINING AND RECORDING APPROPRIATE ACTION STATUS Raiser’s Edge Software Training

3. Action Status Click here to determine the appropriate Action Status

5. Action Status Click this checkbox if the Action is completed Click on this calendar to select the appropriate date the Action was completed