📔Create Program
Description
Create Program screen helps to create a new program. This document provides step-by-step instructions to create a new program. The user with a Program Manager and Administrator role can create a new program.
Prerequisites
The user must have a Program Manager role to create a new program.
Note:
Refer the Create User and Assign Role guide to know how to assign role for a User.
Procedure
Programs
The Programs screen is displayed.
Programs screen provides dashboard view which lists all the available Program Names, Target Type, Number of Enrolled Beneficiaries against each program, State (whether active/inactive), and the Beneficiaries list.
In Programs screen, the available features and their descriptions are:
Create Program
Click the Create Program button. The Set Program Settings screen is displayed.
Set Program Settings
In Set Program Settings screen, the features and their descriptions are:
In Set Program Settings screen, you can find the below tabs.
Configure the Default Eligibility Criteria
Configure the Cycle Manager
Configure the Entitlement Manager
PMT Configuration
Map Portal Form
Configure the Default Eligibility Criteria
Click the Configure the Default Eligibility Criteria tab, the fields available in the tab are displayed.
Configure the Cycle Manager
Click the Configure the Cycle Manager tab, the fields available in the tab are displayed.
Configure the Entitlement Manager
Click the Configure the Entitlement Manager tab, the fields available in the tab are displayed.
PMT Configuration
Click the PMT Configuration tab, the field available in the tab is displayed.
Map Portal Form
Click the Map Portal Form tab, the fields available in the tab are displayed.
Click the Next button.
The Set Program Settings dialog box is displayed.
Select the option Yes, to import the matching registrants to this program
Select the option No, not to import the matching registrants to this program
Click the Back button to go previous screen
Click the Create button to create New Program
Click the Cancel button to go to the Program dashboard screen
You can view newly created Program listed in the Program dashboard screen.
Last updated