Admin – Task List
Using this task list, admins are able to sort through (and claim) specific redemption requests. Due to the number of admins (Bank Tellers) that would be using the system simultaneously, the “claim” functionality was included to ensure that no two tellers would be completing the same task. Once an item is claimed, it is locked to the top of the claimer’s Task List, and all other Tellers are unable to view that item, unless it is unclaimed or completed.
Once an item is claimed, the Teller can view the redemption information for that specific task, such as address information, Member information, and reward information (such as amount).
On a claimed item, a Teller will be able to select the “Complete” button to mark that item complete in the system. Tellers are able to filter items in many ways, including completion status. The Task List is sorted with oldest redemption requests appearing first.
Admin – Manage Members
From the Manage Members page, admins are able to login as any Member if necessary. Admins are able to view profile information, contact information, redemption history, and more from this page. Additionally, service requests such as resetting passwords, updating contact information, or signing up a Member for the Rewards System are conducted from this page.
Admins are also able to notify Members who have not signed up for their Rewards Account that they have points available for redemption.
DNA Email (Daily News & Announcements) fields are used by admins in order to determine matching email addresses on file. Due to the Rewards System being separate from their banking systems, Members can sign up for their Rewards account with a different email, if desired. If a Member does not have the same email in both fields, notification emails will go to both addresses. If it is the same email in both fields, an email will only be sent to the single address. This was an issue that INOVA requested be at the forefront of this Member’s list, in order to keep track in their own records for their own purposes.