Compass is loaded now with a slew of updates to its Plans, along with a new Social feature for Badges. Happy Gaming!

​Xoxoday Compass gets better with every passing release, fine crafting usability and efficiency for our admins and end-users. The March release introduces a few features that add great functionality to the web admin app like the Save As a Draft, Plan Cloning, Variable disabling, Plan static text edit, Badge uploads, and Plan buffer time edit. Read on to discover all about these features in all its detail.

Plan creation may require multiple iterations to ensure even the most complex use cases or templates are provisioned. You can now save the instance from where you left off previously with the “Save As Draft” functionality.This feature allows the Admin to save progress and come back to continue editing the Plan. It also avoids losing data in case of a sudden system, Plan, or power issue. Also, use the Save As Draft feature to quickly jot down Plan wireframes and keep your thoughts while creating a Plan. After which you can come back later to edit and publish your Plan.

Admin can find the “Save As Draft” feature on the Plan creation page. Click Save As Draft to save the progress you have made in Plan creation. Later, when you want to edit it, go to Menu > Plan Groups > Select The Plan > go to Drafts to see all your saved drafts. From there, filter the results of your draft by Plans, find and click on the ellipsis button on the draft, and then click Edit. You can edit the content and save it again as a draft or publish it.

There could be many incentive Plans that are variations of currently existing Plans. Creating every such Plan from scratch becomes a redundant effort. Cloning will help you instantly achieve the 80 to 90% common rules, parameters, etc of a Plan and input the variations to quickly take them live.

The Clone feature, this way, allows the admin to create a copy of another Plan document in your Plan Groups. This clone will include all the annotations from the original but is otherwise independent of the source. Think of cloning as a way to build on the Plans that are previously created, without the risk of breaking or interfering with anything.

To access the clone feature, Go to Menu > Plan Groups > Completed Tab > search for the necessary Plan to clone in the Completed tab and click on the ellipsis button and click on Copy as it is shown in the above image.

Once you click on copy, a pop-up appears with two options, “Plan name” and “Start- End Time”. Provide the required information and click on “Make a copy.” This would move the cloned document to draft, where the admin can make required changes and publish it.

Data handling is the most complex and critical step in incentive disbursals. Compass manages to reduce it to a few visually organized steps. Sometimes while using multiple conditions for incentive calculation, a few previously defined variables may become irrelevant for the new Plans. The capability to enabling or disabling variables would help declutter the variable list during Plan creation. The Plan creator gets to choose from only the highly relevant variables for the incentive calculation.

For this, the admin can go to data sources and variables and disable or enable the variables the admin does not want to be executed. To use this feature, the admin would have to select the “Data sources and variables” option from the main menu and select the variables option to disable or enable the created variable. Hover over the “Status” options to enable or disable the variables.

Even after a Plan is created, published, and is up and running, the title or description might need to be changed. With this release, Plan admins would be able to edit even the static information while the Plan is live.

This feature would help the creator edit all the essential information like the title and description of the Plan even after it is created.

To use this feature, select an active Plan, click on the ellipsis button, and click on edit and make the changes required.

Note: Only the title and the description can be edited. Metrics and other functions cannot be edited while the Plan is active.

Motivate your participants by celebrating their achievements with collectible badges that are unique to your company contests and Plans. All the badges earned by the user are displayed in their mobile app user profile.

To use this feature admin would have to navigate through the Menu bar and select “Customisation” in the main admin menu> “Rewards” > select “Badges” and click on “Add a badge” to add the badge of your choice.

This function would help the admin to share badges to the agent achievements, which can be great to motivate them to perform better.

This feature helps the admin to increase the Plan calculation end date by rewarding a buffer time that can be customized by the admin.

This feature can be used by Navigating to Active Plans and selecting the ellipsis button and selecting the “Edit” option. Once the admin enters the active Plan page, select the end date from the flow chart. Admin would receive an option to extend the end date by entering the number of days in the “Rewarding buffer time” option.