Tasks Module
In Varicent Incentives, use the Tasks module to maintain your model. Tasks can be used to generate lists of model maintenance activities and Portal Access tasks to be completed, based on defined criteria.
You can also use tasks to alert administrators when certain situations arise, such as when terminated payees are still active in a payee group.
When you create a task, you specify the process of performing various actions when data in the model changes, such as when new payees are imported into the Payee table. With tasks, you can easily define payee groups and create rules to perform administrative actions on those groups. After the customized task list is generated, you can run the tasks to complete model maintenance.
At a high level, the following steps describe how to perform model maintenance in the Tasks module:
Add a group.
Add a rule.
Generate the task list.
Administer the tasks.
Add email notification and enable alerts.