Creating a Program

To navigate to the Program screen, view all the Program entries, and create a new program, follow the steps below.

  1. From the left-hand navigation pane, select Programs. This opens the Program screen with a list of existing Programs.
  2. Click on +Add from the top menu bar.
  3. On the Create Program window, fill in all the mandatory metadata.
    1. Program Name: Enter a suitable name for the Program.
    2. Number: Enter the unique number for the Program.
    3. 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      • Archived: Program data has been archived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.
    4. Status Date*: Enter the status date.
    5. Sponsor*: Select the sponsor's name from the available dropdown options.
    6. Products*: Select the product from the available dropdown options.
  4. 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.