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Station Clipboard module guide

Credits

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.

Members, engagement officers, and program administrators6 detailed guidesChoose a task guide
End-to-end workflow

Build and operate an engagement program

  1. 1

    Choose a monthly, quarterly, yearly, or custom period cadence.

  2. 2

    Create activity types with default values, hour limits, and note or approval rules.

  3. 3

    Create member categories with goals; a member can belong to more than one category.

  4. 4

    Decide whether members may submit requests and when approval notes are required.

  5. 5

    Optionally add Time Clock rules, the leaderboard, and the prize catalog.

  6. 6

    Review requests, award or adjust entries, and report on each period.

Do the work

Choose a step-by-step task guide

Each guide includes prerequisites, exact actions, verification, and troubleshooting—not just a feature summary.

01Create and manage Credits activity typesDefine what earns credit, set values and rules, and protect history. 8 min · Administrators02Configure credit periods, categories, and goalsSet when goals reset and which categories and goals apply to each member. 8 min · Administrators03Configure automatic Credits from Time ClockAward credit for completed shifts with filters, caps, and duplicate prevention. 8 min · Administrators04Review requests, award, adjust, and void CreditsWork the request queue while keeping decisions and history clear. 8 min · Administrators
What it covers

Module capabilities

Administrator setup

Before your department relies on it

  1. 1

    Decide what behavior Credits should encourage before assigning values.

  2. 2

    Create categories before assigning member goals.

  3. 3

    Choose request and approval rules, including when a decision note is required.

  4. 4

    Test one Time Clock rule on a single completed shift before enabling it broadly.

  5. 5

    Confirm leaderboard visibility before turning it on.

  6. 6

    Use Workflows for any other automatic award; Training and certifications do not award credit on their own.

Where to go

Portal destinations

These destinations appear only when the module is enabled and your roles grant the required access.

AreaPortal path
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
Connected by design

Associated modules

Required modules must be enabled first. Related modules exchange data or extend the workflow when both are available.

Dependencies

RequiredCore
Common questions

Answers before you get stuck

Why didn’t a completed shift create credits?

Confirm the Time Clock entry is closed, a rule matches its job, role, station, or hours, the current period exists, and the entry was not already processed.

Can a member have more than one goal?

Yes. A member can belong to several categories, such as an overall goal and a training goal.

Does Training award credits automatically?

No. Training and Credits are not linked. An administrator can build a Workflow if the department wants that.

Step-by-step help

Detailed Credits guides

Understand credits and engagement progressSee how points, goals, categories, requests, and automatic awards work.Everyone · 4 min readCreate reports and exportsUnderstand PDF and CSV output, branding options, and export permissions.Members & managers · 4 min readCreate and manage Credits activity typesDefine what earns credit, set values and rules, and protect history.Administrators · 8 min readConfigure credit periods, categories, and goalsSet when goals reset and which categories and goals apply to each member.Administrators · 8 min readConfigure automatic Credits from Time ClockAward credit for completed shifts with filters, caps, and duplicate prevention.Administrators · 8 min readReview requests, award, adjust, and void CreditsWork the request queue while keeping decisions and history clear.Administrators · 8 min read