This page will instruct you on how to set up the Category and Levels for customer transaction activity. This is the first step in the configuration.
This feature is available for admin users only. Please contact your admin should you need further assistance.
The following steps provide details for the category and level setup.
- Access the back-office menu at “Admin” > “Customers” > “Transactions” > “Transaction Level Definition”.
- From the grid Click Add Record.
- From the drop down click the Level Type.
- Enter Text (e.g., PROF_EXP) in the required Code Value field to serve as the primary identifier.
- Code values are used in URLs so Code Values should consist of only capital letters, numbers, and underscores (_).
- Code values must be unique. However, you can use the same code value with multiple category/level1/level2 etc. combinations. For example: Category = CATEGORY; Level 1 = CATEGORY; Level 2 = CATEGORY
- Enter informative text (e.g., Professional Experience) in the required Description field.
- Category descriptions display on the summary page and read as “Manage Description“. For example, “Manage Professional Experience”. Level descriptions are what is visible in the drop down to the customer when entering transactions.
- Enter informative text in the optional Child/Next Level Label field.
- Unless a value in the ‘Child/Next Level Label’ field is entered at the Category level, ‘Level 1’ will display. For the Level 2 label, you will enter a value on the Level1 Entry. See Screenshots below for examples
- “Select Level 1” Is the text entered on the Child/Next Level Label field at the CATEGORY
- “What type of Approved Course” is the text entered in the Child/Next Level Label field on the “Approved Courses” (Level1) configuration
- If calculating points for the transaction enter the number of Maximum Points (CATEGORY levels only) that a customer can earn for that category.
- Category maximums are generally enforced within a workflow. The displayed “Allowable Points” on the page factors in the category maximums
- Enter the Credit Unit
- Enter a Sort Order for the level and Category. This will affect the display of item within the drop down on the page and the summary report
- Enter Yes or No for the required Disable Flag field.
- Click Save Changes
