Managing Intervention Settings

Manage => Intervention

Summary: Rules are made up of point triggers, time periods, categories and point values.

See our support article on the Overview of Recognition & Intervention.

Manage Intervention Rules Screen

Name:
The name of the Rule.

Point Trigger (Threshold):
The point trigger (Threshold) is calculated by multiplying the number of employee log entries (with the specific category) by the categories point value, within the rules time period. Once the point value is reached, the recognition event is triggered. 

Time Period:
The rolling time period for the rule.

Employee Log Categories:
The categories within this rule & their point values.

Recognition Category:
The Category used for an Employee Log Entry created based upon this rule.

# Events:
How many events have been triggered by this rule.

Re-Use Entries:
Do we re-use entries in future calculations (Default is YES).  Yes means we re-use entries that have been included in prior intervention events.  If set to NO, once a employee log entry has been used in an intervention avent, it can NOT be used to calculate future intervention events.  

Use Confidential Entries:
Do we use confidential entries in intervention calculations (Default is NO).

Notify Employee:
Are employees notified when this event is triggered.

Distribute to Confidential Group:
Do we notify the confidential group about a new intervention event.

Distribution:
How are notifications distributed. Hierarchy or Distribution List.

Active:
Is this rule active.

Edit:
Click to edit the entry.

Managing Intervention Rules

To manage Intervention Rules and Settings, from the Employee Log sub-menu, click Intervention.

This brings you to the Intervention Management page.

Edit an Existing Rule

To edit an existing rule, click the EDIT button for the specific rule.

This brings you to the Edit Rule Page

Make your edits and click Save Rule to complete the process.

Distribution List vs Hierarchy

Intervention Event notifications can be sent using standard Hierarchy or a specific Distribution List.

The default value is: Distribute Intervention Notifications Via Hierarchy which sends notifications up the hierarchy the same way new employee log entry notifications are distributed.

If this value is ON, the distribution list is not active.

If Distribute Intervention Notifications Via Hierarchy is set to OFF, then the system will send new event notifications to person(s) in the distribution list (if any).

To add personnel to the Distribution List:

Click the Employee(s) to Notify multi-select field, select the personnel, and click Save Rule to complete the process.

Add a new Rule

Adding a new rule is a two step process.

1. To add a new rule, click the sub-nav button Add Intervention Rule.This opens a new modal where you enter the name of the rule.Enter a Name for the rule and click Create New Intervention Rule.
   
   
2. Click the edit button for the newly created recognition rule.
   
   This brings you to the edit rule page.
   
   Enter a Point Threshold (e.g. 1.50).
   Enter the rolling Time Period in Days (e.g. 365 days).
   Optionally unselect Re-use Entries for Intervention Calculations.
   Optionally unselect Include Confidential Entries in Intervention Calculations.
   Optionally unselect Send Notice To Employee.
   Optionally unselect Distribute Intervention Notifications to Confidential Group.
   Optionally unselect Distribute Recognition Notifications Via Hierarchy.
   Optionally select personnel to receive new event notifications.
   Select the Category to be used for new Employee Log Entries based upon this rule.
   Click Save Rule to complete the process.

Your new rule is now active.

Adding / Removing Rule Categories

Categories for this rule are visible at the bottom of the edit page.

Categories can be added or deleted, they can not be edited.

To delete a Category click the DELETE button for the specific Category.  There is NO confirmation on the delete process. 

To add a new Category, click the Add Category to Rule button.

This opens a modal window where you select the specific category and enter in the point value.

Category:
The Employee Log Entry Category.

Category Point Value
The value for the category within this specific rule.

Select a category, enter a point value and click Add Category to Rule.