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Set suggestion points in Suggestion Settings

Set how many points submitters, approvers and implementors earn at each step of the suggestion workflow.

Written by Angad Singh

Set how many points users earn at each step of a suggestion's workflow in Suggestion Settings (also called Preferences).

When a user submits a suggestion, or a suggestion is implemented, points are added to the user's account.

Who can do this: Admins use Suggestion Settings to set the points.

Steps

1. Open the Suggestion module by clicking Suggestion on the home page.

2. Click Suggestion Settings in the left parent menu. The Preferences window opens with a flow chart of a typical suggestion workflow.

Suggestion Preferences flow chart with points for Submitter, Approver and Implementor at each status, and the Edit button

3. Click Edit in the top right corner of the window.

4. Set the two inputs for each step:

  • Points (right): the number of points an employee earns at that step of the workflow.

  • Checkbox (left): untick it to stop awarding points at that step. An unticked step disappears from the flow chart.

5. Click Save & Apply in the bottom right corner.

How the flow chart works

Points are awarded based on the steps in the flow chart, from submitting a suggestion to implementing it as a suggestion or a Kaizen.

The flow chart runs from Pending Feedback to Not A Suggestion, Rejected or Approved, then from Pending Implementation to Implement Kaizen or Implemented.

Each box lists the points for the Submitter, Approver and Implementor at that step.

Points, leaderboard and rewards

  • Point rules can award points on submission, on approval or conversion to a project, and for financial impact.

  • When approving a suggestion, the approver may see an assign points? pop-up.

  • Points feed the Leaderboard and Wall of Fame, and users can redeem them in the prize catalog.

  • Campaigns can award bonus points for suggestions submitted to them. See Create a campaign.

  • Users can see the same point flow, without the Edit button, under Points in the Suggestion menu.

Important: If a user is missing points, check that the step is ticked in Suggestion Settings. No points are awarded for an unticked step.


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