Entering and Submitting the Special Tier Status

When member service representatives decide that members must be awarded the special status, they enter the status and submit it to a manager for approval.

To enter and submit a special tier status

1. Navigate to the Loyalty Members screen.

2. In the Members list, select the member and click its Member Number (#) hyperlink.

3. Click the Tiers view tab.

4. Select the tier record that is to be changed.

5. Click Revise.

   A new record is created with the same value in the Tier Class field as the record you selected.

6. In the new record, complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Tier	Select the tier to which you want to promote the member.
   Start Date and End Date	Displays values that are automatically calculated. If you want the tier's start and end dates to be different than these values, then these must be entered by the manager who approves the change. Note: If you enter a new start and end date for the tier now, then those dates are overridden by the Loyalty Engine when the tier change is approved.
   Submit To	Select the manager who must approve this request or enter the manager’s user name.

   The tier's status changes to Pending until the manager approves the change.