Creating a Program for a Sponsor

To create a program at sponsor level, follow the steps below.

  1. On the Sponsors screen, click on the sponsors’ name.

  2. On the ‘Sponsor Details’ screen, click on the Program link from the left-hand Navigation menu.
  3. On the Program Details screen, click on the +Add button at the top of the grid.

  4. To create a new program and the associated actions, refer to Chapter 4. Programs section.

Notes:

  • Ensure all mandatory fields (marked with a red asterisk *) are filled out before attempting to save the program.
  • Use the calendar widget to easily select the status date.
  • Review all entered information for accuracy before clicking the ‘Create’ button.
  • If the program number is too short or too long, adjust it to meet the 3-to-255-character requirement.