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Learn how you can to configure Rewards Schemes

What does this section cover?

Reward Schemes

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Table of Contents

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What are Rewards

Navigating to Reward Schemes

Info

REWARDS APPLICATION > REWARDS > MANAGE REWARD SCHEMES

What are Reward Schemes?

Rewards Schemes are used to

  • group reward offers based on their characteristics
  • keep track of customer which are participating to the scheme and are eligible for the specified offers
  • control the organizational units which can add participants
  • create reward offers directly from reward schemes screen
Creating, Editing & Deleting

Reward Schemes are used to group Reward Offers and keep track of customers participating in the Scheme which is thus eligible for the associated offers

  • Navigate to Reward Schemes and explore existing entries via the Summary page.  
  • Click on the link (name or number) of the record of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Reward Schemes, modify (EDIT) or DELETE  an existing one.  
  • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Reward Schemes
  • Click on the Audit Trail button to view a log of changes made to the Reward Schemes under examination

REWARD SCHEMESImage Added

Check the Validations & Restrictions Table below for a list of available Actions when working with Reward Schemes, including each Action's related validations. View the Attributes Table for a comprehensive description of the Reward Schemes fields.

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validations
Validations & Restrictions

Reward schemes
ActionValidations
Additional InformationCreateGeneral
  • All mandatory fields must be provided
  • Multiple reward schemes Reward Schemes can exists exist in the system, but each one should have a unique name and alternative code.
A reward scheme can be used by users only if they are included in the allowed organisational units.
Delete
  • Name and Alternative Code
Edit
  • All mandatory fields must be provided
  • Multiple Reward Schemes can exist in the system, but each one should have a unique Name and Alternative Code
Delete

  • Reward Schemes cannot be deleted if:

    • there are any customers (Rewards Participants) participating to in that schemeScheme
    • if the scheme Scheme has any active reward offers.
  • Not Applicable
Rewards Schemes attributes 
    • 'Active' Reward Offers.

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 Attributes

An * indicates a field is mandatory.

ALLOWED ORGANISATIONAL UNITS

Include PageSetting Allowed Organisation Units - GlobalSetting Allowed Organisation Units - Global

LOG INFORMATION

Include PageLog Information - GlobalLog Information - Global

Deleting Rewards Schemes

Include PageDeleting a record - GlobalDeleting a record - Global 

Name

Description

Main Information
Name*The name of the reward schemeReward Scheme
Alternative code*The An alternative code of the reward schemefor the Scheme. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters.
DescriptionA description of the reward schemeReward Scheme
Life Cycle StateThe life cycle state Life Cycle State of the reward scheme Reward Scheme which can be effective or not effective. Only effective reward schemes 'Effective' or 'Not Effective'. Only 'Effective' Reward Schemes can be offered to rewards participantsRewards Participants.
Reward Offers
Effective Reward OffersA list of effective reward offers which are 'Effective' Reward Offers provided by the specific reward schemeReward Scheme. Only effective reward offers 'Effective' Reward Offers can be provided to customers.
Not Effective Reward OffersA list of not effective reward offers 'Not Effective' Reward Offers which were provided or which will be provided at some point in the future by the specific reward scheme. Only effective reward offers Reward Scheme. Only  'Effective' Reward Offers can be provided to customers.
Allowed Organisational UnitsThe organisational units that can use the specific reward scheme

Defining your own Rewards Schemes tailored to your company's needs

  • Navigate to REWARDS APPLICATION > REWARDS > MANAGE REWARD SCHEMES
     
  • Either search for an existing one or from the Top Menu click on NEW REWARDS SCHEMESImage Removed

  • MAIN INFORMATION

    1. Fill out the required information.

      1. Name

      2. Alternative Code

      3. Description

  • From the Actions Menu click on SAVE
    • Allowed Organisational UnitsThe Organisational Units that can select and assign the Scheme to other Reward entities, such as the Reward Participants (denoting their participation in the Scheme), or the Reward Offers (denoting the awarding of the Reward Offer, to participants of that Scheme)
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities  

     

     

    Note

    View Understanding Reward for business examples related to Reward Schemes

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