Categories Purpose
The purpose of the Categories Tab is to add and manage categories used to group programs for the yearly program campaign.
Categories Overview
Categories are used to group and manage the programs for your yearly program campaign.
The Categories Tab will show each existing category including the Category Name, Point Type, and Status.
Page navigation options are provided at the bottom of the tab and may be used when several categories exist.
Adding Categories
You will need to add at least one category before a program can be added. To add a new category, complete the following steps:
Step 1: Click on Admins > Settings and then click on the orange widget tile.
Step 2: Select the Categories Tab.
Step 3: Click on Add New.
Step 4: Enter all required information. Items with an asterisk* are required.
Step 5: The Category Name will appear in the Category Menu when configuring your programs. Make certain you use a name that is easy to identify in the drop-down menu.
Step 5: Select a Point Type: Wellness or Employee Recognition.
Step 6: Configure the category Status: Active or Inactive. Active categories will be visible and a selection option. Inactive categories will not be available when configuring programs for your program campaign.
Step 7: Click Save to finish. The new category will appear at the top of the table within the Categories Tab.
An Account History section will be present at the bottom of the pop-up window for auditing purposes. Here, you can see when the category was created and by who. The last update information will also be present in the Account History after any changes have been made to the category.
Updating Categories
After a category has been added, you may make changes by clicking on the Pencil Icon.
The Name, Point Type, and Status may be updated on the pop-up form. Remember to save any changes once finished.
For example, these steps can be used to change the Title or the Status of the category.
Each time a change is made, the last updated date and updated by information will be updated as well.