Creating a Program

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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.
  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.
Metadata field(s) Description
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  • Archived: Program data has been archived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.
Description Enter a suitable description for the Program.
Organization Select the related organization.

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.