Configuring Rewards Offer Categories

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Navigating to Reward Offer Categories

CONFIGURATION > REWARDS APPLICATION > REWARDS > SET UP REWARD OFFER CATEGORIES

What are Reward Offer Categories?

Reward Offer Categories are used to classify Reward Offers into generic groups based on common attributes. Reward Offer Categories following a hierarchical tree structure. Each Reward Offer can be classified in only one category. 

  • Navigate to Reward Offer Categories and explore existing entries via the Summary page. Reward Offer Categories follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
  • Click on the link (Name or Number) of the record of your interest to open a modal with the related details. Select an existing Category for the parent to make the specific Category a 'child' or erase the parent name to make the specific Category a 'parent' itself.
  • Either SAVE the changes or cancel (X) and go back to the Summary page. 
  • Create a new  (ADD) or delete an existing one (REMOVE)
  • Use EXPAND ALL  to view 'parents' and 'children' and COLLAPSE ALL to only view 'parents' 

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

Reward Offer Categories

Validations & Restrictions

ActionValidationsRestrictions
Create
  • Mandatory Fields must be defined.
  • Multiple Rewards Offer Categories can exist in the system but each one should have a unique Name and Alternative code.
Edit
  • Mandatory Fields must be defined.
  • Not Applicable
Delete
  • Cannot delete a Category if it is the parent node.
  • Deleted Reward Offer Categories are still visible on the entries created using these categories.

Attributes

An * indicates a field is mandatory

Name

Description

Name*The name of the Category.
Code*A code for the Category.
DescriptionA description of the Category.

Parent

The parent of the Category, unless if the category is a root.