View source for Ranking (New web)

Path: [[Callproof Support]] - [[New Website]] - [[Report_Menu]] - [[Ranking (New web)]]

= Ranking =

CallProof '''Ranking''' has two related screens:

* '''Current Rankings''' — live standings (rank, points, trend)
* '''Ranking Groups''' — create and configure who competes and how dates work

<div style="float:right; margin:0 0 1em 1em;">

{| style="border:0;"
| [[File:CurrentRankings.png|350px|thumb|Current Ranking]]
| [[File:RankingGroups.png|350px|thumb|right|Ranking Group]]
|}

</div>
Use '''Quick Links''' on either screen to switch between them.

{| class="wikitable"
! Screen
! On-screen title
! Browser title
! Address
|-
| Current Rankings
| Current Rankings
| Current Ranking
| <code>/rank/</code>
|-
| Ranking Groups
| Ranking Groups
| Ranking
| <code>/rank/groups/</code>
|-
| Stats (graph)
| Stats
| Point Stats
| <code>/rank/graph/&lt;group_id&gt;/&lt;interval_id&gt;/</code>
|}

<div style="clear:both;"></div>

== How Ranking works (simple flow) ==

# On '''Ranking Groups''', '''Add Group''' and name it.
# '''Edit''' the group: Date Mode, First Day (if Static), and Sales Reps.
# Open '''Current Rankings''' to see Rank, Points, and Trend.
# Optional: open '''Graph''' for points over time.
# Use '''Filter''' on Current Rankings to pick a group and Interval (day / week / month).

== Permissions ==

* You must be '''signed in'''.
* '''Managers''' typically see all company groups and can edit/delete from Current Rankings.
* '''Sales reps''' often see only groups they belong to; group names may not be editable links for non-managers.
* Company menu permissions control whether Ranking appears in your sidebar.

== Quick Links (both screens) ==

* '''Current Ranking''' → <code>/rank/</code>
* '''Ranking Groups''' → <code>/rank/groups/</code>

----

= Part 1 — Current Rankings =

'''Address:''' <code>/rank/</code>

See how sales reps rank inside each Ranking Group for the selected '''Interval'''.
[[File:CurrentRankings.png|350px|thumb|Current Rankings]]

From this screen you can:

* View Rank Group Name, Rank, Sales Rep, Points, and Trend
* Filter by Ranking Group and Interval
* Expand long lists with '''Show More''' / '''Show Less'''
* Edit a ranking group (managers)
* Open the points graph
* Delete a ranking group

<div style="clear:both;"></div>

== How to open Current Rankings ==

=== Option A — From the main menu ===

# Sign in to CallProof.
# In the left sidebar, open '''Ranking''' / '''Current Ranking''' (label may vary).

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/rank/</code> (for example: <code>https://appv2.callproof.com/rank/</code>).
# Press '''Enter'''.

=== Option C — From Ranking Groups ===

# Open '''Ranking Groups'''.
# Under '''Quick Links''', choose '''Current Ranking'''.

== What you see (Current Rankings) ==

=== Header ===

* Title: '''Current Rankings'''
* '''Quick Links'''
* '''Filter'''

=== Table ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Rank Group Name'''
| Group name (managers can click to edit)
|-
| '''Rank'''
| Place (for example #1). “No ranking data found” if none yet
|-
| '''Sales Rep'''
| Rep for that rank row
|-
| '''Points'''
| Points for the selected interval (0 if none)
|-
| '''Trend'''
| Up / down vs previous period, or no trend
|-
| '''Actions'''
| Edit, Delete, Graph
|}

* More than '''5''' reps in a group → use '''Show More''' / '''Show Less'''.
* Empty list: '''No current rankings found'''

== Filter (Current Rankings) ==
[[File:CurrentRankingFilter.png|350px|thumb|right|Ranking Filter]]

{| class="wikitable"
! Field
! Notes
|-
| '''Ranking Group'''
| Blank = all groups you can see; or pick one
|-
| '''Interval'''
| Typically '''day''', '''week''', or '''month''' (often defaults to day)
|}

# Click '''Filter'''.
# Choose Ranking Group and/or Interval.
# Apply.
# Clear to reset.
<div style="clear:both;"></div>

== View Current Rankings ==
[[File:CurrentRankings.png|350px|thumb|right|Current Rankings list]]

# Open <code>/rank/</code>.
# Optionally filter by group and Interval.
# Review Rank, Sales Rep, Points, and Trend.
# Use '''Show More''' when needed.
# Use pagination if there are many groups.
<div style="clear:both;"></div>

== Edit a group from Current Rankings ==
[[File:EditRankingFromCurrent.png|350px|thumb|right|Edit Ranking Group]]

# Click the group name (managers) or the '''Edit''' icon.
# Update Name, Date Mode, First Day (when shown), and Sales Reps.
# Click '''Save'''.
<div style="clear:both;"></div>

== Delete a Ranking Group (from Current Rankings) ==
[[File:DeleteCurrentRanking.png|350px|thumb|right|Delete]]

# Click the '''Delete''' (trash) icon.
# Confirm.
# The group is removed from Current Rankings and Ranking Groups.
<div style="clear:both;"></div>

----

= Part 2 — Ranking Groups =

'''Address:''' <code>/rank/groups/</code>

Create and configure ranking groups: who competes, Date Mode (Rolling / Static), and week start day when Static is used.
[[File:RankingGroups.png|350px|thumb|Ranking Groups]]

From this screen you can:

* View all company ranking groups
* Add a group
* Edit a group
* Delete a group
* Open Current Ranking via Quick Links

<div style="clear:both;"></div>

== How to open Ranking Groups ==

=== Option A — From the main menu ===

# Sign in to CallProof.
# Open '''Ranking''' / '''Ranking Groups''' (label may vary).

=== Option B — Direct address ===

# Go to your CallProof site and add <code>/rank/groups/</code>.
# Press '''Enter'''.

=== Option C — From Current Rankings ===

# Open '''Current Rankings'''.
# Under '''Quick Links''', choose '''Ranking Groups'''.

== What you see (Ranking Groups) ==

=== Header ===

* Title: '''Ranking Groups'''
* '''Quick Links'''
* '''Add Group'''

=== Table ===

{| class="wikitable"
! Column
! What it shows
|-
| '''Name'''
| Group name (click to edit)
|-
| '''Date Mode'''
| '''Rolling''' or '''Static'''
|-
| '''First Day'''
| '''Sunday''' or '''Monday'''
|-
| '''Sales Reps'''
| People in this group
|-
| '''Actions'''
| Edit, Delete
|}

* Empty list: '''No ranking groups found'''

== Field guide (Add / Edit Group) ==

{| class="wikitable"
! Field
! Notes
|-
| '''Name'''
| Required. Up to 64 characters. Letters, numbers, spaces, hyphen, underscore kept.
|-
| '''Date Mode — Rolling'''
| Rolling time window. First Day of the Week is hidden.
|-
| '''Date Mode — Static'''
| Calendar-style windows. '''First Day of the Week''' appears.
|-
| '''First Day of the Week'''
| Sunday or Monday (shown when Static). Hint: “Week start day”.
|-
| '''Sales Rep'''
| Multi-select. Select All / Clear. Only selected reps appear in Current Rankings for this group.
|}

== Why Add, Edit, and Delete matter ==

{| class="wikitable"
! Action
! Purpose
! When to use it
|-
| '''Add Group'''
| Create a new contest shell, then finish in Edit.
| New team, region, or challenge.
|-
| '''Edit Group'''
| Set Date Mode, week start, and which reps compete.
| After Add; hiring/leaving; change week start.
|-
| '''Delete Group'''
| Permanently remove the group and its ranking setup.
| Contest ended — confirm first.
|-
| '''Filter''' (Current Rankings)
| Focus on one group and day/week/month.
| Daily huddle, weekly meeting, monthly review.
|-
| '''Graph'''
| See points over time.
| Spot trends beyond one snapshot.
|}

== View Ranking Groups ==
[[File:RankingGroups.png|350px|thumb|Ranking Groups list]]

# Open <code>/rank/groups/</code>.
# Review Name, Date Mode, First Day, and Sales Reps.
# Use pagination if needed.
# Open '''Current Ranking''' from Quick Links for standings.
<div style="clear:both;"></div>

== Add a Ranking Group ==
[[File:AddRankingGroup.png|350px|thumb|right|Add Group]]

'''Address (create):''' <code>/rank/groups/new/</code>

# Click '''Add Group'''.
# Enter '''Name''' (required).
# Click '''Save'''.
# The '''Edit''' popup opens so you can finish setup.
# Set Date Mode, First Day (if Static), and Sales Reps.
# Click '''Save''' on Edit.
# The group appears here and on Current Rankings.
<div style="clear:both;"></div>

== Edit a Ranking Group ==
[[File:EditRankingGroup.png|350px|thumb|right|Edit Ranking Group]]

'''Address:''' <code>/rank/groups/edit/&lt;id&gt;/</code>

# Click the group '''Name''' or the '''Edit''' icon.
# Update Name, Date Mode, First Day (if shown), and Sales Reps.
# Click '''Save'''.
# Standings update based on the new membership and settings.
<div style="clear:both;"></div>

== Delete a Ranking Group ==
[[File:DeleteRankingGroup.png|350px|thumb|right|Delete Ranking Group]]

'''Address:''' <code>/rank/groups/delete/&lt;id&gt;/</code>

# Click the '''Delete''' (trash) icon.
# Confirm.
# The group is removed from Ranking Groups and Current Rankings.
<div style="clear:both;"></div>

----

= Tips and important notes =

* Typical path: '''Ranking Groups (Add → Edit) → Current Rankings (Filter) → Graph (optional)'''.
* Rankings use '''points''' from CallProof activity for people in each group.
* “No ranking data found” often means no members yet, or points not ready for that interval — add reps, then check again.
* Interval (day / week / month) changes Rank, Points, and Trend on Current Rankings.
* Trend compares to the previous day, week, or month (matching Interval).
* Removing a rep in Edit removes them from that group’s rankings.
* Prefer Edit (membership) over Delete if you only need to change who competes.
* Deleting a group cannot be undone.

== Need help? ==

* No ranking groups found: '''Add Group''' on Ranking Groups
* Current Rankings empty: create a group, add Sales Reps, then filter by Interval
* Wrong people in a contest: Edit the group’s Sales Rep list
* Wrong week boundaries: Date Mode '''Static''' + First Day Sunday or Monday
* Looking for standings vs setup: Current Rankings = standings; Ranking Groups = setup
* Other issues: email [mailto:support@callproof.com support@callproof.com]