Edit points for an existing action

Modified on Thu, Jan 22, 2015 at 12:41 PM

An administrator can change point(s) information for a user if, for example, points should be split between members of a team

  1. From within the Performance Tracking Overview page, click the Manage Goals button. An overview page appears.
  2. From the list to the left of the Overview tab, select the name of the user. Performance information for the selection appears in the area below.
  3. Select the Points tab to display plan actions associated with the selected user.
  4. Click the Edit link to the right of the performance action to update. An Edit Points for [Username] pop-up window appears.
  5. If needed, from the Action list, select a different performance action to assign this staff member.
  6. If needed, in the Value field, type a different number of points to assign the action.
  7. If needed, in the Date Credited field, enter a different date on which the action occurred by either typing the date or selecting it from the calendar.
  8. Click the Update button to save the new value and return to the Points tab.

 

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