A carefully designed Reward system is key to motivating students with LiveSchool Points, but once the menu is designed, the next step is to keep up with the Rewards. That's where the Fulfillment screen comes into play. All rewards purchased by students on their Recap will automatically appear on the Pending tab. Additionally, when you charge a reward, you can mark it for later fulfillment or schedule it for a specific date.
When you have rewards waiting to be fulfilled, you'll see an alert on Rewards in the sidebar. This badge shows how many pending rewards need attention and links straight to Rewards > Fulfillment:
It's an easy way to stay on top of student purchases without having to navigate to Fulfillment first.
Fulfillment Options
When a Reward is charged by a staff member, three options are offered regarding its Fulfillment Status: Fulfilled, Fulfill Later, and Schedule.
Fulfilled is the default Fulfillment Status. This status indicates that the Reward is fulfilled at the time of the purchase.
Fulfill Later indicates that a Reward will be fulfilled at an unidentified date in the future.
Schedule allows you to set a specific day that the Reward will be fulfilled, great for class parties or school dances.
When the Fulfillment Status is set for Fulfill Later or Schedule, the Reward will appear on the Pending tab. All those that were set to be Fulfilled at the time of purchase will appear on the Fulfilled tab.
Any Reward that is purchased by a student will immediately show in the Pending tab.
Understanding the Pending and Fulfilled Tabs
The Pending tab displays all Rewards that are left to be fulfilled or received by a student. This includes all rewards marked Fulfill Later or Scheduled during checkout by a staff member, as well as any rewards purchased by a student on their Recap.
When you first open Fulfillment, a My Rewards filter is already applied, so you are only seeing Rewards you are the inventory owner for. To see everything purchased across the school, click the x on the My Rewards chip to remove it.
Pending
For any Rewards still waiting on fulfillment, this table can be used to refund, schedule, or fulfill them:
You can select one or multiple students, utilizing the sort and filter options to help, and then choose from the Action Bar to complete the action:
Choosing Refund will remove the reward from the Fulfillment table and refund the student's bank account.
Selecting Fulfilled moves the reward from the Pending tab to the Fulfilled tab.
Choosing Schedule will update the line on the table to include the date the Reward will be fulfilled. Once that date arrives, the reward will still need to be marked Fulfilled.
Use this tab to stay organized and up to date on any rewards students have not yet received.
Fulfilled
For any Rewards that have been fulfilled, this table can be used to refund or unfulfill them. This is ideal if an event was cancelled or if inventory ran out for an item:
You can select one or multiple students, utilizing the sort and filter options to help, and then choose from the Action Bar to complete the action:
Choosing Refund will remove the Reward from the Fulfillment table and refund the student's bank account.
Choosing Unfulfilled will move the Reward from the Fulfilled tab to the Pending tab.
Use this tab to keep track of when and who fulfilled each reward.
QR Scanning
Scan a student's QR badge to quickly view their specific rewards.
To access the camera, click Scan in the toolbar at the top right of the screen, next to Settings. Scanning a badge will automatically filter the list to show any Pending or Fulfilled rewards for that student, making it easy to find and fulfill items.
Sorting and Filtering
Sorting and filtering can help pinpoint specific details about a Reward. This can help bulk-mark a Reward as fulfilled or refunded.
Adding a filter
Click Add Filter next to the Filters label to choose from:
Just My Rewards shows only rewards you are the inventory owner for. This one is applied by default.
By Student filters by student name.
By Reward filters by reward name or store.
By Store or Category filters by store or reward category.
By Purchased By filters by who made the purchase.
By Purchase Date filters by when the reward was bought.
By Scheduled Date is available on the Pending tab only.
By Fulfilled Date is available on the Fulfilled tab only.
Each filter you add appears as a chip. Click the x on a chip to remove that filter.
Filtering by Roster or Grade from the top of the page
You can also switch the whole view to one group of students:
Click All Students in the top left corner of the screen.
Select the specific Roster or Grade you want to see.
This will update the list to show only fulfillments for students in that roster or grade.
Sorting
Click any column header to sort:
Student
Reward Name
Store Name
Purchased By
Scheduled Date (Pending tab only)
Fulfilled By and Fulfilled Date (Fulfilled tab only)
Download or Copy Fulfillment Data
Two buttons sit above the table:
Export downloads the data as a CSV file.
Copy puts the same data on your clipboard so you can paste it straight into a spreadsheet.
Both include the rows currently shown on screen, plus a column for Student Homerooms. On the Pending tab the columns are Student, Grade, Homeroom, Reward Name, Store Name, Purchased By, Purchase Date, and Scheduled Date. On the Fulfilled tab, Scheduled Date is replaced by Fulfilled By and Fulfilled Date.
To set your student homerooms to appear on this report, follow the steps in this article.
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