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:

Searching and Sorting

Search

The search feature allows you to search for a specified text string anywhere within the following fields: display name or internal name.  

  1. Optionally, in the search field near the top of the Reward Categories screen, enter the desired text string.

  2. Press Enter, or click the search button (magnifying glass icon).

  3. 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.

  4. 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.

  • Name (default option)

  • Created Date

  • Updated Date

Create a New Reward Category

To create a new Reward Category:

  1. In the "Enter Display Name" field, enter the name of the new Reward Category.

  2. Click create. The "Edit Reward Category" pop-up window is displayed.

  3. The "Display Name" field is populated with the value you entered above in step 1; optionally edit this value.

  4. 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.

  5. To assign an image to this Reward Category, click choose file, then browse to and select the desired image file.

  6. In the "Description" field, enter a description of the Reward Class.

  7. Optionally check "Internal" to make the Reward Category internal-facing only.

  8. Click save.  

View or Edit Reward Category Properties

To view or edit the Reward Category properties:

  1. Optionally search for the Reward Category as described above.

  2. Click on the Reward Category record. The "Edit Reward Category" pop-up window is displayed.

  3. Make any necessary changes to the Reward Category properties.

  4. Click save. 

Delete a Reward Category

To delete a Reward Category:

  1. Optionally search for the Reward Category as described above.

  2. Click on the Reward Category record. The "Edit Reward Category" pop-up window is displayed.

  3. Click delete. A confirmation dialog box is displayed.

  4. Click confirm.