Creating a Program
To navigate to the Program screen, view all the Program entries, and create a new program, follow the steps below.
- From the left-hand navigation pane, select Programs. This opens the Program screen with a list of existing Programs.
- Click on +Add from the top menu bar.
- On the Create Program window, fill in all the mandatory metadata.
- Program Name: Enter a suitable name for the Program.
- Number: Enter the unique number for the Program.
- Status*: Select a suitable status from the available dropdown options.
- Planned: The program is planned.
- Active: The program is currently being actively used.
- Approved: The program has been approved.
- Archived: Program data has been archived
- Cancelled: The Program has been canceled.
- Closed: The Program has reached the end and no additional data will be tracked.
- Inactive: The inactive program.
- Pending Approval: The Program is pending an approval.
- Postponed: The program is postponed until a future date.
- Rejected: Rejected program.
- Note: The Status field will be displayed in a different color depending upon the status selected.A tooltip showing the status description is visible after hovering over the icon.
- Status Date*: Enter the status date.
- Sponsor*: Select the sponsor's name from the available dropdown options.
- Products*: Select the product from the available dropdown options.
- Once all the mandatory metadata fields are entered and reviewed, click on the
Create button.
Note: To create a Program, it is mandatory to enter the fields -
Program
Name, Number Status, Status Date, Sponsor,Products,and Status,
etc. which are marked with an asterisk (*) next to the field title. Other fields are
optional.
Important Behavior of Create Program
- An error appears if the user clicks on the Create button and any one of the mandatory metadata fields is blank.
- If the user selects Create and Add Another, the system saves the initially created Program and enables creating a new Program.
- If the user selects Cancel, the system discards all the changes made to the Create Program window.