Reward Categories
Overview
Reward Categories are an organization tool that allow you to group together Rewards.
Once you create a Reward Category, you can assign Rewards to it from the Reward Details screen.
Access
To access the Reward Categories screen, select Rewards from the Main Navigation Menu, then select Settings > Reward Categories from the Sub-Category menu.
Features
The Reward Categories screen provides the following features:
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Search
The search feature allows you to search for
a specified text string anywhere within the following fields:
display name or internal name.
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Optionally, in the
search field near the top of the Reward Categories screen,
enter the desired text string.
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Press Enter, or click
the search button (magnifying glass icon).
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The Reward Categories
screen is refreshed to show only the Reward Categories
that meet your search criteria. Please note that if you
enter multiple search conditions, the platform displays
only the Reward Categories that meet ALL criteria.
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To remove all search
criteria, click the remove button ("X" icon).
Sort
The "Sort" drop-down menu allows
you to sort the Reward Categories on a variety of different
fields. To sort the list of Reward Categories, select the
desired sort option from this menu.
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Name (default option)
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Created Date
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Updated Date
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To create a new Reward Category:
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In the "Enter
Display Name" field, enter the name of the new Reward
Category.
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Click create.
The "Edit Reward Category" pop-up window is
displayed.
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The "Display Name"
field is populated with the value you entered above in
step 1; optionally edit this value.
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The "Internal
Name" is automatically populated based on the "Display
Name" value. This field is disabled by default. To
edit the Internal Name, check the "Edit Internal
Name" check box. A confirmation dialog box is displayed;
click ok. Edit the Internal
Name value.
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To assign an image
to this Reward Category, click choose
file, then browse to and select the desired image
file.
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In the "Description"
field, enter a description of the Reward Class.
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Optionally check "Internal"
to make the Reward Category internal-facing only.
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Click save.
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To view or edit the Reward Category properties:
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Optionally search for the Reward Category as described above.
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Click on the Reward Category record. The "Edit Reward Category" pop-up window is displayed.
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Make any necessary changes to the Reward Category properties.
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Click save.
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To delete a Reward Category:
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Optionally search for the Reward Category as described above.
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Click on the Reward Category record. The "Edit Reward Category" pop-up window is displayed.
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Click delete. A confirmation dialog box is displayed.
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Click confirm.
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Back to Rewards Settings
