Edit an Award

An Award refers to a Reward that was granted to a Member for “free,” without the Member having to spend their Metrics to redeem it.

From the Awards tab of the Member Profile screen, a Customer Service Representative can edit an Award as long as it hasn’t been claimed yet. Once an Award reaches the Claimed status, it can no longer be edited.

To edit an Award:

  1. Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.

  2. On the People screen, search for and select the desired Member (see Search for a Member for more information). The Member Profile screen is displayed with the Summary tab selected by default.

  3. Select the Awards tab.

  4. Optionally, search for the desired Award. See Tab Overview - Awards for more information on the available search options.

  5. Next to the desired Award, from the Action drop-down menu, select Edit. The Edit Award pop-up window is displayed.

  1. Optionally, grant the Award to a different Member. In the Member field, enter all or part of the Member’s name, then select them from the search results.

  2. Optionally, check Auto Claim Upon Award to automatically set the Award status to Claimed. If left unchecked, the default Award status is Awarded.

  3. Optionally, in the Reason field, enter the reason for editing the Award.

  4. Optionally, change the effectivity period:

    • Always: This Award doesn't expire.

    • Scheduled: Enter a start date and end date, and select a time zone.

  5. Click Save.