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Base4 / ERP - Two-step process for creating and recognition and awarding points

From Steph's conversation w/ Fish and Richardson regarding a rebuild.

Base4's requirement that points can only be added to recognitions after they have been created has been identified as a barrier for some existing clients.

It also seems reasonable that an explicit prompt for distributable account holders to add points to recognitions during the recognition-creation process may drive higher volume of point awards.

  • Guest
  • Feb 15 2018
  • Needs review
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    Jeffrey Wyckoff commented
    16 Feb 16:01

    Additional input from Steph:

    We had additional discussions regarding the awarding of points during recognition creation and I would like to incorporate some of this feedback into this project.

    Currently, we have a program, Taiho, that does not allow specific participants (executives) to receive points. Therefore, if they are listed on a recognition to receive points they are skipped. However, their is no indication to the creator of the award that there are “ineligible” recipients attached to the recognition. So, when the points are deducted from the awardable account it would appear to the user that the program is “broken" as the math would not add up with regard to the total points awarded/deducted and the total number of recipients on the award. 

    I would like to add some explanatory text on the page at the time the points are awarded to indicate the number of ineligible participants attached to the award to avoid any confusion and prevent any potential support issues.
  • Matt Zorn commented
    19 Feb 20:50

    Base4’s requirement that points can only be added to recognitions after they have been created has been identified as a barrier for some existing clients.

    It also seems reasonable that an explicit prompt for distributable account holders to add points to recognitions during the recognition-creation process may drive higher volume of point awards.

    A two step process is a great idea and something that would already be supported by the API. Chris is working on mockups of this functionality. Recognition creation will work normally but, for participants with distributable points, they will be redirected to an award page immediately after creation. The page will tell participants that the recognition has been created and encourage them to award points below, displaying the total number of participants and doing the point calculation for the user.

    Currently, we have a program, Taiho, that does not allow specific participants (executives) to receive points. Therefore, if they are listed on a recognition to receive points they are skipped. However, their is no indication to the creator of the award that there are “ineligible” recipients attached to the recognition. So, when the points are deducted from the awardable account it would appear to the user that the program is “broken” as the math would not add up with regard to the total points awarded/deducted and the total number of recipients on the award.

    I would like to add some explanatory text on the page at the time the points are awarded to indicate the number of ineligible participants attached to the award to avoid any confusion and prevent any potential support issues.

    This isn’t something that would happen on every site, and we were all pretty surprised that one of the first sites we built needed this functionality. Since it is the exception, rather than the rule, I’m not sure it makes sense to add this copy to the Base4/Generator products