Program Template Creation
Administrators with sufficient authorization are able to add, modify, and archive Programs.
Adding programs is done under the Administrator section found by selecting Programs.
A program is simply a set of one or more objectives which may be assigned to any user (an "Individual" program) or a single set of objectives assigned to the group as a whole (a "Team" program).
The general steps to create a program are:
- Select . You will be prompted to start with a new (blank) program, or to copy from an existing program. This will result in a new entry on the Programs page.
- Add Objectives (or "milestones") to the newly created program by selecting the program, and navigating to the Template. Each objective includes a title and description, and may have a due date. You can also add tasks to each objective. See Program Template Editing for more information about editing objectives.
- Add user(s) to the program by selecting Adding Users to Programs for more information. . You will be prompted to select the user(s) to add to this program. See
You'll be able to monitor the program status on the Programs page.
Click on a user's status line to view details and make updates for that user's program. To modify the set of objectives for a program, click on the program title and navigate to the Template. Updates to the Template will be reflected in each user's program associated with that Template.
As a final step, there may come a time when the program is no longer active. You can Archive the program to remove it from display. Data is not actually deleted. See Program Archiving for more information.
- Program Template Editing
- Adding Users to Programs
- Program Viewing
- Program List
- Program Archiving
- Programs Category