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Coupon Management
 
  • 1. Check the number of assigned coupons, their type and the available ones
  • 2. View and download the complete list of coupons to be managed
  • 3. Select and view the coupon list of a specific type or status
  • 4. Assign a coupon to a person already included in the records
  • 5. Add a person to the records and assign him a coupon
  • 6. Download a coupon already assigned

Coupon Management

1. Check the number of assigned coupons, their type and the available ones

Observe the Key activities indicators in the dashboard widget and check the number of assigned coupons, their type and the available ones. Then, analyze the same data through the chart and define the fields you need to bring into comparison.

The dashboard widget shows you the Key activities indicators of “ Coupon Management”. You can verify the total number of coupons to be managed (“DReCT/PACE Coupon”); the number of DReCT and Pace coupons already assigned ( “Assigned personal” and “Assigned team”) and the “Available” ones.

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The same data are represented in the chart. You can graphically view DReCT and Pace coupons classified by type (“DReCT/PACE Personal” and “Team”) and those available (marked in grey).

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Define the fields you need to analyze. If you need to bring into comparison DReCT coupons that have been already assigned with PACE ones, switch on these fields only and analyze the related results.

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Coupon Management

2. View and download the complete list of coupons to be managed

Observe the Key activities indicators in the dashboard widget and check the number of assigned coupons, their type and the available ones. Then, access the main page, view the complete list of coupons to be managed and download it.

The dashboard widget shows you the Key activities indicators of “ Coupon Management”. You can verify the total number of coupons to be managed (“DReCT/PACE Coupon ”); the number of DReCT and Pace coupons already assigned ( “Assigned personal” and “Assigned team”) and the “Available” ones.

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Access the main page to analyse the complete list of managed coupons in detail (filters are not set by default). For each coupon you can view the “Type” (DReCT or PACE), the “Structure”, the related “Resource” (if the coupon has been already assigned), the issuing and assignment date.

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Go down to check the total number of Coupons you are managing. The overall number is reported at the end of the list on the left.

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Then, you simply need to click on the export icon to download all the information provided by the system in excel format.

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Coupon Management

3. Select and view the coupon list of a specific type or status

Observe the Key activities indicators in the dashboard widget and check the number of assigned coupons, their type and the available ones. Then, access the main page, view the complete list of coupons to be managed, select a specific type and status , verify the list of results and download it.

The dashboard widget shows you the Key activities indicators of “ Coupon Management”. You can verify the total number of coupons to be managed (“DReCT/PACE Coupon ”); the number of DReCT and Pace coupons already assigned ( “Assigned personal” and “Assigned team”) and the “Available” ones.

1

Access the main page to analyse the complete list of managed coupons in detail (filters are not set by default). For each coupon you can view the “Type” (DReCT or PACE), the “Structure”, the related “Resource” (if the coupon has been already assigned), the issuing and assignment date.

2

Focus your attention on a specific “Type” and “Status” on the basis of your analysis needs and view the related results.

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Go down to check the total number of results found. The overall number is reported at the end of the list on the left.

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Then, you simply need to click on the export icon to download all the previous information in excel format.

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Coupon Management

4. Assign a coupon to a person already included in the records

Observe the Key activities indicators in the dashboard widget and check the number of assigned coupons, their type and the available ones. Then, access the main page, view the complete list of coupons to be managed, select the type and “available” as status and choose the specific resource to which assign a coupon.

The dashboard widget shows you the Key activities indicators of “Coupon Management”. You can verify the total number of coupons to be managed (“DReCT/PACE Coupon ”); the number of DReCT and Pace coupons already assigned ( “Assigned personal” and “Assigned team”) and the “Available” ones.

1

Access the main page to analyse the complete list of managed coupons in detail (filters are not set by default). For each coupon you can view the “Type” (DReCT or PACE), the “Structure”, the related “Resource” (if the coupon has been already assigned), the issuing and assignment date.

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Focus your attention on a specific “Type” and select “Available” as “status” to view the list of all the coupons to be assigned.

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Select the coupon and click on “Assign” to proceed with the assignment.

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Now, you can view the complete list of resources without a coupon.

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Identify the resource in the list to which assign the coupon.

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Confirm your choice by clicking “Yes” and activate the coupon as “DReCT Team.

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If you want to check the previous operations, select “assigned” as status.

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You can now verify that the coupon has been duly assigned to your resource. *

*Please note that the coupon has been classified as DReCT Team because your resource is belonging to a Structure (Company 1).

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Coupon Management

5. Add a person to the records and assign him a coupon

Observe the Key activities indicators in the dashboard widget and check the number of assigned coupons, their type and the available ones. Then, access the main page, view the complete list of coupons to be managed, select the type and “available” as status. This will allow you to view the list of resources to which assign a coupon. Check the list and add a new one. Once the new resource is included in the system, proceed with the assignation of a coupon.

The dashboard widget shows you the Key activities indicators of “ Coupon Management”. You can verify the total number of coupons to be managed (“DReCT/PACE Coupon ”); the number of DReCT and Pace coupons already assigned (“Assigned personal” and “Assigned team”) and the “Available” ones.

1

Access the main page to analyse the complete list of managed coupons in detail (filters are not set by default). For each coupon you can view the “Type” (DReCT or PACE), the “Structure”, the related “Resource” (if the coupon has been already assigned), the issuing and assignment date.

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Focus your attention on a specific “Type” and select “Available” as “status” to view the list of all the coupon to be assigned.

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Select the coupon and click on “Assign” to proceed with the assignment.

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You can view the complete list of resources without a coupon. Verify the list Click “New resource” to add a new one.

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Fill in all the mandatory fields and click “save” once completed. *

*Note: If you select the Structure the coupon will be actvitated as “DReCT Team”, on the contrary it will be activated as “DReCT Personal”.

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The system shows you the resource you have just added. Click on add to Associate the coupon to the resource.

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Confirm your choice by clicking “Yes” and activate the Coupon as “DReCT Personal”.

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If you want to check the previous operations, select “assigned” as status.

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You can now verify that the coupon has been duly assigned to your resource.

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Coupon Management

6. Download a coupon already assigned

Observe the Key activities indicators in the dashboard widget and check the number of assigned coupons, their type and the available ones. Then, access the main page, view the complete list of coupons to be managed, select the type and “assigned” as status. This will allow you the complete list of all the coupons that have been already assigned. Then, choose a specific coupon and download it in pdf format.

The dashboard widget shows you the Key activities indicators of “ Coupon Management”. You can verify the total number of coupons to be managed (“DReCT/PACE Coupon ”); the number of DReCT and Pace coupons already assigned (“Assigned personal” and “Assigned team”) and the “Available” ones.

1

Access the main page to analyse the complete list of managed coupons in detail (filters are not set by default). For each coupon you can view the “Type” (DReCT or Personal), the “Structure”, the related “Resource” (if the coupon has been already assigned), the issuing and assignment date.

2

Focus your attention on a specific “Type” and select “Assigned” as “status” to view the list of all the coupon already assigned.

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Identify the coupon to be viewed.

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You simply need to click the specific icon to download the coupon in pdf format.

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