Tasks
Day-to-day work in Awards, one goal per article.
13 articles shown
- Manage Applications
Find, create, edit, and delete applications for an award from the Console, including applying for an award on a member's behalf and opening an application's page to see its referees, nominations, and order.
- See and Explore Award Counts on the Dashboard
What the counts on the Awards overview and on an individual award's pages actually count, how to refresh a count that looks out of date, and how to open the records behind any count instead of just the number.
- View a Contact's or Organization's Award History on Their 360 Page
See the awards, applications, nominations, nominee records, and reference requests tied to a contact or organization from their own page, without opening each award separately.
- Record a Decision on an Application
Mark an application approved, declined, or withdrawn, explain the decision with a status reason, and start an award recipient record directly from a decided application.
- View the Awards Overview
See what greets you when you open the Awards Console — a dashboard, a plain list of awards, or a notice that dashboards are not part of your plan — and find your way to the award list from any of them.
- Nominate on a Member's Behalf from the Console
Submit a nomination for a member who called or emailed it in, using the same nomination form and rules the member would see in the Portal.
- Record and Maintain Nominations in the Console
Write a nomination record by hand without running the nomination process, correct an existing nomination's details, and delete one you no longer need.
- Search and Review Nominations and Nominees
Find an award's nominations and nominees, open a full record for either one, see how many of each an award has, and move a nominee forward as a recipient.
- Record and Maintain Nominees in the Console
Add a candidate to an award by hand, correct a nominee's date, categories, notes, or custom fields, and understand why a nominee cannot always be deleted or moved to a different candidate.
- Record an Award Recipient
Record that a contact or an organization won an award, in whichever category applies, whether you're starting from scratch, from an application, or from a nominee.
- Add, Edit, and Remove a Reference on an Application
Add a referee to an application yourself, correct a reference's details or status, mark one declined or reopen it, and remove a reference you no longer need.
- Find and List References
See every reference on one application, or every reference one contact has been asked to give across all their awards.
- Run Standard Awards Reports
Run any of the eight standard Awards report types from the Query Center, across your whole account or inside one award, and understand why the separate Reports page is empty.