Once a person has been added as an award nominee, you can add more information or modify the person's nomination status at any time as necessary during the nomination process. Follow these steps to open and modify an Awards Nominated record:
- From a view or the Find dialog, locate and open the Awards Nominated record for the nominee you want to modify.
- Select the current status of the nomination from the Status drop-down list. The available Status types are as follows:
- Pending — The process is pending, no decision has been made as of yet.
- Approved — The nominee has been accepted to receive the specified award or incentive.
- Rejected — The nominee will not receive the specified award or incentive. Note: When approving a nomination, change the status for the Awards Nomination record accordingly and create a new Awards Granted record, linked to the appropriate Awards Nomination record. See "Tracking Awards and Incentives" on page 14 for more information.
- Enter additional details about the nominee in the Description field if necessary.
- If desired, add any relevant documents to the record on the Attachments tab.
- When finished, save and close the record.
Tracking Awards and Incentives with Awards Granted Records
Aptify's Award Management application includes the Awards Granted service that can be used to track awards and incentives given out by the organization. A record in this service tracks information such as the type of awards given, the recipient or recipients, the location of award ceremony, and the details of other benefits that might be included with the award or incentive. Awards Granted record can be created and accessed from either the Awards Granted service or from a Persons record's Awards tab.
Follow these steps to create a Awards Granted record:
- Open a new Awards Granted record with one of the following methods:
- Open a new record from the Awards Granted service.
- The Awards Granted service is located in the Award Management application.
- Open a new record from the Awards tab on a Persons record.
- Select the type of the award from the Award Type drop-down menu.
- This drop-down list displays records from the Award Types service. See "Defining Award Types" on page 10 for details.
- Enter the name of the primary person receiving the award in the Person Awarded field.
- This field links to the Persons service.
- Enter the date when the award was granted in the Date Achieved field.
- If this award is the result of an accepted nomination, you can link the corresponding nomination to the award by specifying the appropriate record in the Award Nomination field.
- See "Nominating a Person for an Award" on page 11 for information on creating Awards Nominated records.
- If the award is for more than one person, you can specify a second winner in the Second Person Awarded field.
- This field links to the Persons service.
- On the General tab, enter the location of the award ceremony in the Award Ceremony Location field if applicable.
- Enter the other benefits that are associated with the award in the Other Benefit Provided field.
- The default values include None, Cash and Trip Awarded.
- Enter any details about the extra benefits in the Other Benefit Details field.
- Enter the type of memento presented for this award or incentive in the Memento Type field.
- The defaults values include None, Trophy, Certificate, and Plaque.
- Enter any details about the presented memento in the Memento Type Details field. New Awards Granted Record
- Click the Description tab and add additional details about the award being granted or about the recipient(s).
- Save the record.
- The Pictures and Attachments tabs become available.
- Add any relevant pictures and/or attachments to the record.
- When finished, save and close the record.