Objective

Review an agent’s selected reward, handle proof, and record fulfillment.

Environment

  • You have Admin access to Engaging > Claims.
  • The claim belongs to a finalized period and an unlocked reward.

Resolution

  1. Open Engaging > Claims and locate the claim by agent, period, or status.
  2. Review the reward, frozen points, agent note, and any required proof. A claim may be Submitted or Needs proof before approval.
  3. If evidence is missing, choose Request proof and review the submitted file when available.
  4. Choose Approve claim when it is ready for fulfillment. Then arrange delivery using the reward’s fulfillment notes.
    Important: Approval locks reopening

    Once a claim is approved or fulfilled, its period cannot be reopened.

  5. After delivery, choose Mark fulfilled. The claim remains in the period history.

Use Reject or Cancel when the claim should close without fulfillment. An Admin can reopen a rejected or cancelled claim while the frozen total still covers the reward threshold. Approved and fulfilled claims block reopening their period.