Action Assignments · WinChange documentation

Activity records screen with a person selected, the status and method filters and the list of their actions with status, points and date — Until you pick a person or an action, the list is empty.

What it is for#

This is where you look up and correct activity records: one row for each person and each action they have assigned, with the status it is in and the points they have received. It helps you piece together a specific case ("why are these points not counting?") and correct a record by hand.

In the app the screen is called Activity records. New actions are not assigned from here.

Where it is: Manage › Users › Action Assignments.

What you see#

Element	What it shows
Pick a person…	Drop-down with the people in the project. Once you pick one, you see all their actions.
Pick an action…	Drop-down with the actions in the project. Once you pick one, you see everyone who has it. You use one or the other, not both.
Clear selection	Clears the chosen person or action so you can start another query.
Search…	Filters the rows as you type.
Status: all	Keeps only the records in one status: Assigned, Awaiting approval, Approved, Rejected, Sent back or Voided.
Method: all	Keeps only the actions completed in a given way: Manager approval, Numeric code, Self-approval, Test, Validation or Video completion.
Person	Name and email.
Action	The action in the record.
Status	Where it stands.
Points	The record's points.
Completed on	The date it was completed.
Edit	Opens the record to correct it.

Settings#

Clicking Edit opens Edit record, with the record number under the title.

Edit record form with status, points, completion date and reviewed by

Field	What it does	Values
Status	The record's status for this person and this action.	Assigned, Awaiting approval, Approved, Rejected, Sent back or Voided. Required.
Points	The action's points for this person. They count only when the record is Approved and valid.	Number.
Completed on	The date it was marked as completed.	Date.
Reviewed by	Who reviewed the action.	Text.

How to#

Look up a person's actions#

1
Pick the person
Under Pick a person…, select their name.
2
Narrow it down
Use Status to see, for example, only what is Awaiting approval.
3
Review
Check the status, points and date of each action.

Correct a record#

1
Find it
Pick the person or the action and find the row.
2
Open it
Click Edit.
3
Correct it
Change Status, Points or Completed on.
4
Save
Click Save.

Things to know#

Points only count when the record is approved. Points on a record in any other status do not add up.
This screen is for corrections, not for day-to-day work. Anything awaiting approval is approved or rejected in the Inbox.
Nothing loads until you pick a person or an action. It is not a fault: the screen starts empty on purpose.

Journeys and challenges: how actions are assigned and completed.
Approvals and moderation: the normal route to approve or reject.
Points, badges and streaks: how points count.
User Eligibility Groups: who gets each action.