Bulk Upload of Manual Points

Step 1: To credit or debit points, access a specific member account by navigating to Members → Search Members → Member Profile. Click on Action and select Add or Remove Points.

Step 2:** Alternatively, you can click on View and select Add/Remove Points from the actions tab.

Step 3: Click on “Bulk Points Adjustment”.

• This will trigger a pop-up window asking you to upload the adjustment file. Select the file from your system and upload it using the pop-up.

• Click “Send for Approval”
• If maker-checker is enabled for point adjustments, your submission will be routed through the approval workflow.
• The approver will receive a request to review and approve or reject the upload.

❗️

Please keep in mind:

✅ Only CSV files are accepted. Files in XLSX or TXT formats will be rejected.

✅ Make sure the file has all required columns as shown in the template. If any mandatory column is missing, the system will reject the file.

❌ Files with wrong data formats (like text in a number column) will also be rejected.

🚫 You can upload up to 30,000 records in one file. Files with more than 30,000 rows won’t be accepted.

🧾 If maker-checker is turned on: Every approval or rejection is tracked for auditing and compliance.

📝 Note: While approval actions are tracked, a full audit report for this feature isn’t available yet — but it's being worked on.

📧 You’ll (person who uploaded) receive an email for:

• Successful uploads
• Failed uploads
• Partial success cases

🔒 Only users who have the permission “Allow Add/Remove Points in Bulk” can access this feature.

📘

Download Sample File button: Sample File for Bulk Points Adjustment

Audit Trail for Bulk Points Adjustment

The Audit Trail records all actions related to Bulk Points Adjustments. This helps ensure compliance, security, and transparency by keeping a record of who did what and when.

With this enhancement, you can now track:

• When a file was uploaded for bulk adjustment
• Who approved the adjustment
• Who rejected the adjustment

Where to Find Audit Logs

Step 1: Navigate to the Audit Trail section from the main menu.

Step 2: Use the search and filter options (e.g., date range, user, action type) to view entries related to Bulk Points Adjustment.

Step 3: Each entry shows detailed information such as username, date, file name, and action (upload, approval, or rejection).

Understanding the Audit Log Fields

Each log entry contains the following information:

How It Works

1. When You Upload a File

• The system automatically creates an audit entry.
• You’ll see details like your username, the uploaded file name, and your system/browser information.

✅ Example: “Bulk points adjustment via upload. File bulk_upload_100.csv.”

2. When a File Is Approved

• Once a manager approves the bulk upload, a new entry is added.
• It records the approver’s username, date, and file name.

✅ Example: “Bulk points adjustment approved for file bulk_upload_100.csv.”

3. When a File Is Rejected

• If the file is rejected, the system logs this action as well.
• The rejection entry includes the same details for full traceability.

✅ Example: “Bulk points adjustment rejected for file bulk_upload_100.csv.”

Sample Emails