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Viewing Incentive Schedules

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View Incentive Schedules from the Actions Screen
  1. Navigate to the Actions section > Approval card > Schedule Incentive screen.
  2. In the Status field, select Open.
  3. Enter information in any of the other fields to help you find the incentive schedules you want to view.

    The Stage represents which organization units are allowed to request an incentive schedule, based on which organization units you allowed to request when creating the incentive schedule. If a certain organization level is allowed to request, all the organization units below it are also allowed to request.

    Example: If an incentive schedule is in the Facility stage, then Departments and Units are also allowed to request.

  4. Click Search.
  5. Select the Schedule Incentive offers you would like to view and click a folder to open them.

The following related topics are available:

View Incentive Schedules on the Schedule Screen