Awards

The Awards module allows users to manage awards and corresponding award recipients. There are three main areas involved in awards management:

1. Award List: The list of existing awards.

2. Award Notebook: Contains information and configuration about the award.

3. Award Recipient Notebook: Contains information on the individual or organization that has applied or been nominated for the award.

User Permission

If the staff member does not have admin privileges, the "Awards Administrator" permission must be added to the CVO user’s profile.

Award List

From the main menu, click "Membership" and select "Awards". The list can be filtered by using the search at the top of the list. You can search by "Award Name", "Award Year", or "Award #". The list can also be filtered using the "Filter Type" or "Filter Year" dropdowns. Use the "All" button to reset the list to show all awards.

Note

This is not a list of individuals who have received an award.

Create an Award

To create an award:

1. From the main menu, click "Membership" and select "Awards". This opens the Awards List.

2. Click on the "Add Award" button. This opens a blank award notebook tab.

   

3. Fill in the required award information.

4. Click the "Add Award" button on the bottom right-hand side of the notebook.

Award Notebook

Use the tabs below, to record information about the award.

Profile Tab

Award Details

• Award #: The system will assign a number for the award (if new) and display the existing number for an existing award.

• Company CD: Select the appropriate company from the drop-down.

• Name: Enter the name of the award as it should appear in the Awards List.

• Description: Enter any needed descriptive text or notes regarding the award.

• Year: Enter the year for the award in question.

• Nominated By Date: Enter the last date for nominations to be entered.

• Award Date: Enter the date when the award is bestowed/earned/presented.

• Submission Type: If the member will be applying to the award, nominated, or both.

• Related Award: Select the related award from the drop-down list. The "Rel. Award Year" will automatically populate.

Rules / Criteria Section

• Rules Summary: In this text field, enter the write up for the rules of the award including the submission requirements and process.

• Evaluation Criteria: In this text field include the write up for the selection criteria and process.

Status Section

• Evaluation Status: Set the current status of the award (i.e., Accepting, Evaluating, Full, Awarded).

• Default Status: Marks the default status of an individual or organization that is added to the award. For example, if the Default status is "Nominated" then any individual or organization added to this award will automatically be assigned that as their status.

• Max Nominees: The maximum number of nominees for the award.

• Min Nominees: The minimum number of nominees for the award.

• Max Recipients: The maximum number of recipients for the award.

Web Settings: This section provides the ability to limit who can nominate individuals for the award via the web.

• Nominator Criteria List: Select a saved list from this drop-down to limit the available Nominators to only those on the selected list.

• Nominee Criteria List Type: Choose from Individual, Organization, and Not Limited. This drop-down allows you to narrow what types of Customers can be nominated to receive this award.

• Nominee Criteria List: Select a saved list from this drop-down to limit the available Nominees to only those on the selected list.

Tracking Section: The tracking section contains information on other modules of ClearVantage that are related to the award.

• Committee: Specifies whether a committee is related to this award. Select the committee from the drop-down, and use the "View Committee" button to visit that committee’s notebook.

• Event: Specifies whether an event is related to this award. Use the "Search Events" button to look for the event, and use the "View Events" button to view the Event’s notebook.

• Product: Specifies whether a product (application fee) is related to this award. Choose from the drop-down to select the product to associate the award.

• Action List: Specifies whether a particular action list is associated with this award. Select from the drop-down.

Online Review Settings: This section allows you to attach the award to a survey in order to have the award reviewed.

• Data Collection Survey: Select the survey created for data collection from the drop-down.

• Collection Start and Close Date: Enter the start and close dates during which the survey submissions will be accepted.

• On Web?: Click the checkbox if the survey should appear online.

• Award Review Survey: Select the survey created for reviewing the survey.

• Online Review: Check the box if the review survey should be available online.

Note Section: This field is available for you to include any additional notes and information you want to store on the award notebook. If this is a new award – you must click the "Add Award" button to save the basic information entered prior to the additional tabs becoming available.

Nominees/Recipients

This tab contains information about the individuals or organizations that are associated with the award.

Add Nominee: This button adds a user to the list.

Edit Nominee: This button opens the recipient notebook for editing. Once any needed changes are made, click "OK" to save the changes.

Delete Nominee: This button deletes the nominee.

Bucket: The bucket functionality makes it easy to perform various tasks with a group of individuals in the system. The bucket allows users to add all the nominees to the bucket, which can then be loaded onto the individual list for further use.

List Filters: There are radio buttons at the top of the tab that will allow filtering the list based on the award nomination status (AWARDSTT).

Documents

This tab contains information about any document associated with the award. This can include nominating information, announcements, and nomination submissions.

To add a document:

1. Click on the "Add Document" button. This opens a Document Notebook.

2. Fill in the appropriate information for the document and select the source file for upload.

3. Click "Save".

To edit a document:

1. Click on the line of the document record you want to edit.

2. Click the "Edit Record" button.

3. Change the details as needed.

4. Click the "Save" button.

To delete a document:

1. Click on the line of the document you want to delete.

2. Click the "Delete Record" button.

3. In the pop-up, confirm the deletion.

Related Awards

This tab shows all of the awards that have been set to be related to the current award. To access a related award, click on the award name to open the award's notebook. To relate an award, select an award in the "Related Award" drop-down in the award's notebook.

Surveys

The award has a survey assigned to collect the application/nominee data and another survey used to review the award application/nomination. Use the "Surveys" activity button to go to each of the surveys or to view the results of the surveys.

Award Nominee Notebook

The Award Nominee notebook contains specific information about the individual or organization associated with the award.

There are two ways to access to the nominee Notebook:

Option 1:

1. In the award notebook, click on the "Nominees/Recipients" tab.

2. Click on the "Award CD" to open the nominee notebook.

   

Option 2:

1. In an individual or organization notebook, click on the "Awards" tab.

2. Click on the "Award CD" to open the nominee notebook.

   

Profile Details Tab

The "Profile" tab contains four sections to store information on the nominee/recipient. These sections are:

Recipient Section: This section connects to the individual or organization record for the Nominee.

• Nominee Number: A system generated unique ID number for each nominee.

• Type: Choose whether the associated record is for an Individual or Organization.

• Name: The name of the nominee.

• ID: This is the nominee’s unique customer ID.

• Description: This field allows you to enter and save a description of the nominee.

Status Section: Includes details for the current status, the nomination date as well as the award date.

• Nom. Date: Stores the date of the nomination.

• Status: Select the current status of the nomination.

• Award Date: Stores the date of the award was presented/bestowed.

• Accepted By: This field allows for saving the name of the individual who accepted the gift. This is specifically helpful for awards to organizations or when a proxy accepts the award because the honoree is not present.

• Amount $: Stores the monetary amount associated with the award, if any.

Nominated By Section: This section connects to the individual or organization that nominated the recipient for the award.

• Type: Select if the nomination is from an Individual or an Organization. Use the "Search Individuals/Organizations" to search for someone to link.

• Name: Records the name of the attached Individual/Organization.

• ID: The ID of the associated Individual/Organization.

• Nomination Description: Enter a description needed to record.

Tracking Section: This section contains the relevant information for any payments required for the nomination process.

• Invoiced: If a product is associated with the award, this will not if it has been invoiced.

• Paid?: This will note if the associated invoice has been paid.

• Invoice #: Displays the number for the associated invoice.

• Registration #: Includes the associated registration number, if any.

• Plaque Qty: Enter the number of plaques needed for the award. Specifically important if the award is being given to an Organization.

Documents

This tab contains information about any document associated with the nomination. This can include nominating information, announcements, and application submissions.

To add a document:

1. Click on the "Add Record" button. This opens a Document Notebook.

2. Fill in the appropriate information for the document and select the source file for upload.

3. Click "Save".

To edit a document:

1. Click on the row to select the document to edit.

2. Click the "Edit Record" button.

3. Enter and update information.

4. Click the "Save" button.

To delete a document:

1. Click on the record to highlight the row.

2. Click on the "Delete Record" button.

3. In the pop-up window, confirm the deletion.

Actions

The action tab is a record of all actions taken in relation to the nomination. This can include calls, emails, meetings, and status changes. Use the Add Actions button to add a specific action to the nomination record.

Surveys

This tab provides a view of all surveys completed by the nominee/recipient.