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How do you approve the points distribution of a challenge?

When a pharmacy has distributed the points of your challenge among its staff, approve or refuse this distribution so that the points become usable. You will also find out how to create the challenge.

Create a challenge

  1. Click "Challenges" in the left menu.

  2. Click "New Challenge": the "Create a Challenge" window opens.

  3. "Details" section: "Name", "Minimum tier", "Maximum tier" (optional), "Period" (start and end dates in the calendar), "Description", "Welcome text" and "Welcome image".

  4. "Settings" section: "Beneficiary type" and, if needed, "Set a default auto-approval range".

  5. Click "Create".

Result: the challenge appears in the "Challenges" list.

Approve a pharmacy's points distribution

  1. Click "Challenges" in the left menu, then click the challenge.

  2. In the challenge's list of participants, click the pharmacy: its details open.

  3. Check the sales listing and the distribution of points by beneficiary.

  4. Click "Approve".

Result: the status becomes "Approved (pending) — final on" followed by the date; the pharmacy is notified. The points can only be used from the start date.

Refuse a pharmacy's points distribution

  1. Click "Challenges" in the left menu, then the challenge, then the pharmacy in the list of participants.

  2. Click "Refuse".

  3. In the "Add the reason for refusal" window, choose a reason ("Select a reason for refusal") and add a comment if needed.

  4. To let the pharmacy make corrections, turn on "Allow a correction": the comment becomes mandatory, as it explains to the pharmacy what it must correct.

  5. Click "Refuse" at the bottom of the window.

Result: if correction is allowed, the pharmacy sees "Correction requested" and can resubmit its distribution; otherwise the refusal is final ("Challenge refused").

Cancel a challenge approval

  • During the grace period (before the points start date), the laboratory can cancel its own approval: "Challenges" menu > challenge > participating pharmacy > "Cancel approval" button. You need the permission to approve distributions.

  • Once the start date has passed, the approval is final and can no longer be cancelled.

Automatic approval of a challenge

  • An auto-approval range ("Min/max threshold"), set when creating the challenge in "Set a default auto-approval range", approves without any intervention every distribution that falls within it.

If it doesn't work

  • The "Challenges" menu does not appear in the left menu → your account does not have the right to view challenges: ask your account administrator.

  • "Cancel approval" does not appear → the points start date has passed, or your account does not have the permission to approve distributions; otherwise contact support via the Opeaz bubble.

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