View & adjust Points
Who can do this:
- Anyone with permission to edit Points
The Points ledger provides you a record of all point entries, including the source, date, and time. Along with reviewing and exporting the list, you can manually change users' points as follows:
- Adjust point values earned for a specific Challenge
- Adjust the overall point balance
- Reverse the previous adjustment
The option to manually add points comes in handy for recognizing activities that were not tracked in the app.
Review point transactions or make changes.
- Go to Engagement ➤ Points.
- A record of all past transactions is displayed.
- Proceed to the option you want below.
Change the number of points a user received for a Challenge.
To do this:
- Tick the checkbox next to the entry. You may select more than one.
- In the dialog, enter the new points value and confirm by selecting Adjust.
You’ll be redirected to the Points ledger, where you'll see a green confirmation bar showing the change.
Want to display the entries of a specific user first?
In the Filter field, enter the user's name and you'll see their entries first.
Change the overall number of points available to a user by individual selection, hierarchy, or tag.
To do this:
- On the Points page, select Add.
- The Add/Deduct Points window opens.
- Under How many points? enter the number (e.g., 5 or -5).
- Under Who is this for? choose one:
- Select by hierarchy/tags
- Select people individually
- Select the Groups, User tags, or individuals and save.
You’ll be redirected to the Points ledger, where you'll see a green confirmation bar showing the change.
Undo the adjustment you just made.
To do this:
- On the Points page, tick the checkbox next to one or more entries.
- At the top of the list, select the Reverse button.
- In the dialog, confirm the action by selecting Reverse.
