Password Recovery for All Candelen Staff

 

Coordinator Links:

Coordinator Approval Report: use this report to approve incentive orders.  You will need the Order ID to approve an order.  You can find the Order ID in your email or in the All Orders Report for Coordinators linked below.

All Orders Report for Coordinators: use this report to view all orders for sites assigned to you.

Spending Total by Site: use this report to see the amount spent by each site and their remaining funds.

Coordinator Site Information: use this report to see details of all the sites assigned to you, including holds.

Pending and Ordered Total Report: use this report to view the total amount pending and ordered by site.

 

Incentive Team Links:

Approval Report for the Incentive Team: use this report to view approved items ready for ordering.

All Orders Report for the Incentive Team: use this report to view all incentive orders for the organization.

New Site Information Web Form: Use this form to enter a new site into the Incentives database.

Site Information Update: use this form to update information for sites.

Spending Total by Site: use this report to see the amount spent by each site and their remaining funds.

Quote Request: use this form to request a quote from a a vendor.  You will need the site ID and the vendor name.

Update Order Cost Report: use this report to update the actual order cost (including shipping and taxes) for all submitted orders.

Workflow Report: use this report to generate a PDF of all the approval steps for an order.

Payment Status Report: use this report to update the payment status for each order.

Pending and Ordered Total Report: use this report to view the total amount pending and ordered by site.

 

Supervisor Links:

Update Staff: use this report to update Coaches and Coordinators for a any site.

All Orders Report for Supervisors: use this report to view the status and details for orders.

 

Director Links:

Director Approval Report: use this report to approve incentive orders.

Spending by Item Category (Count): report of all ordered items by category.

Spending by Item Category (Sum of $): report of sum of money by category.