Summary & Preview Page Details

The Summary & Preview page has the following features:

  • Standard Edit Offer Details navigation tools options.
  • Error report space, where advisory warnings are displayed if the offer requires significant corrections.
  • Summary bars corresponding to each page in the Edit Offer Details sequence. If the page encounters a problem, the bar corresponding to it includes an error message.
    • To open and edit each page, click Edit.
    • To see more summary details, click the down arrow next to Edit.

When an offer record is processed for display in the Summary & Preview page, CRMS performs a set of tests, checks, and validations.

This behind-the-scenes processing generates messages and a preview to inform you about any outstanding technical problems with the record. A typical problem is a required field that has been left empty (null). A field that includes invalid data can also trigger an error message.

Note:

You must correct any problems reported in the Summary & Preview page before you can change the status of an offer from saved to pending.

If CRMS does not report any errors in an offer record in the Summary & Preview page, the technical requirements for that record have been satisfied, and the offer record is technically ready to be submitted for approval.

Note:

An offer that meets CRMS technical requirements should be thoroughly reviewed before it is approved. An offer in saved status that passes the tests imposed by the Summary & Preview page is eligible for pending status.

Pending status signals that the offer is ready for a review by the stakeholders responsible for the redemption of the offer as it is defined.