Action – Create

 

To create an action:

  1. In the Settings menu, click on Actions.
  2. Click on the Add an action button.
  3. Enter the Short title. This field is limited to 25 characters.
  4. Enter the Long title. This one will be displayed during the mouse-over of the title on the incentive cards.
  5. Choose one or many Categories (created by the administrator).
  6. Choose a Source: Declared by the participant (a participant must click on the + button each time the action is performed) or Supplied by a system (the participant does not have to do anything; the actions performed are automatically compiled, because Greatify is connected to one of your in-house systems or data is imported from Excel).
  7. Choose a Colour (you can reuse the same colour more than once).
  8. To ask more info each time the action is declared, check the appropriate checkbox:
    • Reference number to make sure this action was really performed (for example: a customer number, a contrat number, etc.)
    • Description to ask for ideas and suggestions.
    • Vote to ask participants to vote for this ideas and suggestions.
    • Photo to ask for an image or a photo.
  9. If you don’t want to display the action on the Summary and Other actions cards, check the appropriate checkbox.
  10. If you wish to track the expected performance, check the appropriate checkbox and fill in the fields.
  11. Indicate which group(s) can view this action. If a group has sub-groups, remember that they will also have access to this action. To add a group, click on the + button and then click on the group you want to add.

By default, only a system administrator or a manager who has the permission can create or modify an action.

To give permission to a manager to create or modify actions:

  1. Log as an administrator.
  2. Go to the manager’s Person file.
  3. Check the box Can create/update/delete actions for his/her own group and sub-groups.

Note that the actions created by a manager will be available to his/her groups and sub-groups. Those actions will not be available to managers who are not under his/her management. A system administrator will see these actions but will not be able to edit nor delete them.