Ckcs Gamification.pdf

Gamification for CKCS mApp

An add-on to the CKCS mApp which is available in the mApp exchange

Introduction When rolling out KCS, a big factor to achieve success is getting buy-in. Encouraging your knowledge holders to create articles can be a struggle. Gamification is often used to improve adoption and participation. This mApp is an add-on to the CKCS mApp, it gives Cherwell users points when they publish, flag and fix articles. Organizations can use this framework to incentivize knowledge creation. You can hold contests during periods of time and potentially award prizes or give public recognition.

Instructions to Apply the mApp In general, applying this mApp is pretty straight forward. Here are some things to pay attention to: 

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Three new relationships should be added to the CKCS Article object. Make sure that they are imported o CKCS Article Owns Fix Gamification o CKCS Article Owns Flag Gamification o CKCS Article Owns Publish Gamification Three new One-Steps are included. They are meant to be added to the existing workflows that Publish/Flag/Fix articles. Two One-Steps are modified from the original CKCS mApp. The new Publish, Fix and Flag OneSteps have been added to the workflow of the “Flag or Fix” and “Publish to Web” One-Steps o You will need to choose whether you wish to allow the mApp to overwrite them or not o If you have already customized “Flag or Fix” or “Publish to Web” follow the instructions below to customize instead of overwriting them.

Adding widgets to your dashboards Included in the mApp are two widgets that can be added to the CKCS Dashboard 1. CKCS Point Leaderboard: shows the top 5 point leaders a. If you wish to limit the timeframe included in this widget you will have to update the Publish, Fix and Flag One-Steps to change the tabulation of points for each user. I could not figure out how to make a widget using the CKCS Gamification table and display it the way it currently is. I had to add a relationship and a field to the UserInfo table to separately track point totals. 2. My CKCS Points a. This widget properly used the CKCS Gamification table and could be easily modified to limit the date range for the tabulation of the points.

Changing the Point Values Use Table Management to update the Point values. By default the values are:

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Publish: 5 Fix: 3 Flag: 1

Customizing “Flag or Fix” (only needed if you don’t want the mApp to overwrite it because you have already customized it) 1. Add a “Run another One-Step” action after the top save operation. Name it “Gamification: Flag”

2. Call the new “Flag” One-Step (found in the Association: CKCS Article Blueprint>Gamification)

Customizing “Publish to Web” (only needed if you don’t want the mApp to overwrite it because you have already customized it) 1. Add a “Update a Variable or Stored Value” action to the beginning a. Name it “Last Publish User” b. Choose the Variable radio option and name it LastPublishUser (Text data type) c. Add the value: CKCS Article.Last Published RecID 2. Add a “Update a Variable or Stored Value” action to the beginning a. Name it “Last Publish Date” b. Choose the Variable radio option and name it LastPublishDate (Text data type) c. Add the value: CKCS Article.stat_Published Date Time 3. Edit the “Set Status to Published” action a. Set “Last Published By” to: CurrentUserDisplayName() b. Set “Last Published RecID” to: CurrentUserRecordID() 4. Add a “Run another One-Step” action after the top save operation. Name it “Gamification: Fix” a. Call the new “Fix” One-Step (found in the Association: CKCS Article Blueprint>Gamification) b. Create an action condition on the “Gamification:Fix” action i. LastPublishUser (variable) Not Equal CurrentUserRecordID() ii. Or All of the following are true 1. CKCS Article.Last Published RecID equals CurrentUserRecordID() 2. And LastPublishDate (variable) Less than CurrentDateTime() -1 Days (working hours)

3. And LastPublishDate(variable) Not Empty

5. Add a “Run another One-Step” action after the top save operation. Name it “Gamification: Publish” a. Call the new “Publish” One-Step (found in the Association: CKCS Article Blueprint>Gamification)