Review requests, award, adjust, and void Credits

Understand the outcome

Approvals and corrections should leave a clear record of what was requested, decided, changed, or voided.

Credits turns participation into visible progress. Departments define activity types, member categories with goals, and the periods those goals reset on. Members track progress, request credit, and, when enabled, see a leaderboard and redeem prizes. Officers approve requests and award adjustments, and Time Clock rules can award shift credit automatically. Other automatic awards can be built with Workflows.

Before you begin

Make the decision before changing the screen. Record the current configuration when the department already uses this feature, and use a test record or test account when the change can affect active members.

• Know which decisions need a note.
• Check the member’s categories and the period.
• Review any supporting details.

Where to work and what access you need

Start from the portal destination named in the procedure. Administrators normally need permission to view Credits plus the specific create, edit, manage, approve, report, or all-record action used by the task. Visibility alone does not grant management access.

• My Credits/modules/credits/my-credits
• Prizes/modules/credits/prizes
• Leaderboard/modules/credits/leaderboard
• Management/modules/credits/management
• Analytics/modules/credits/analytics
• Reports/modules/credits/reports
• Settings/modules/credits/settings

Required foundation

• Core must be enabled and correctly configured before this workflow can operate reliably.

If your department uses custom roles, test the procedure with that role—not only with a full administrator account. This confirms the people responsible for daily operations can complete the workflow without receiving unrelated access.

Complete the task

1. Step 1Open Management

   Filter pending requests.

2. Step 2Review the request

   Check date, amount, notes, and custom fields.

3. Step 3Approve or deny

   Record the decision and any required note.

4. Step 4Award directly

   Create an award for verified activity that needs no request.

5. Step 5Correct or void

   Edit or void an incorrect entry so history remains.

6. Step 6Check progress

   Review the member’s progress and reports.

Operational safeguards

Apply these module-level controls while completing the procedure. They prevent a technically saved configuration from becoming an operational or access problem later.

• Control point
  Decide what behavior Credits should encourage before assigning values.
• Control point
  Create categories before assigning member goals.
• Control point
  Choose request and approval rules, including when a decision note is required.
• Control point
  Test one Time Clock rule on a single completed shift before enabling it broadly.
• Control point
  Confirm leaderboard visibility before turning it on.
• Control point
  Use Workflows for any other automatic award; Training and certifications do not award credit on their own.

Verify the result

Do not consider the setup complete merely because the save action succeeded. Confirm the behavior from the user-facing or operational view, then retain evidence of the test when department policy requires it.

• Decisions and notes are visible.
• Totals include only valid entries.
• Voided entries stay in history.

If any verification fails, return to the source configuration and correct it there. Do not edit a report or downstream record to conceal an incorrect setup.

Troubleshooting

Approve is missing

The role needs the approval permission.

A note is demanded

Your settings require a decision note.

A member disputes a total

Walk through their history in My Credits together.

Related Credits capabilities

This task sits inside a larger module workflow. These related capabilities may affect the result or provide the next administrative step:

• Monthly, quarterly, yearly, or custom periods created automatically
• Activity types with default values, hour limits, required notes or approval, and custom request fields
• Multiple categories per member, each with its own goal
• Member requests with configurable approval and note rules
• Officer awards, edits, and voids with history
• Time Clock rules filtered by category, role, station, job, and hours, with caps and duplicate prevention
• Optional leaderboard that can hide exempt members, include pending credit, or be limited to admins
• Optional prize catalog with spend or milestone redemptions, stock, per-member limits, and a fulfillment queue
• Analytics and branded PDF/CSV reports

Use the module hub to open the dedicated procedure associated with any capability listed here.

Connected modules and downstream effects

A change here can alter what members see, what data appears in reports, or how another module completes its workflow. Review the connected areas below before making a department-wide change.

• Time ClockPortal and kiosk clock-in with password, PIN, or face, plus corrections and reports.
• Station BoardStation TV boards with live widgets, rotating slides, and protected launch links.
• TrainingEvents, attendance, hours and CE, certificates, self-logged training, and compliance.

After deployment, test one complete workflow from the originating module through every connected destination your department uses. Document the final configuration so another administrator can audit or reproduce it later.

Continue in Credits

Return to the Credits module guide for connected workflows, dependencies, portal destinations, and additional procedures.