Skip to end of banner
Go to start of banner

Configuring Rewards Offer Categories

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Current »

 Back to Rewards Main Page

Table of Contents

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.

  • No labels