Create Program

Description

The guide here provides steps to create a new program. A program is typically created by a Program Manager who can create and administer programs.

Pre-requisites

The user must have a Program Manager role. See Create User and Assign Role guide.

Steps

1. Navigate to Programs using the menu bar.

Create a new program

1. Click on the Create Program to reach the Program creation page. Provide Program name, target type and currency. There are tabs for the configuration of various managers.

2. Eligibility criteria:

   

   Configure eligibility criteria
3. Use+Add filter to set eligibility criteria using Domain Filters. You may set multiple eligibility criteria.
4. Cycle Manager: Set parameters of disbursement cycles.

   

   • Auto-approve Entitlements: To set entitlements via rules, without any manual approvals.

   • Approver Group: The group name of the user who has permission to approve cycles. See Create User and Assign Role.
   • Recurrence: The time period for the repetition of a cycle.

5. Entitlement Manager: Set parameters for entitlements.

   

   • Amount Per Cycle: The amount disbursement of a group or individual per cycle.

   • Amount Per Individual In Group: Amount of disbursement per individual in a group when the program target type is "group".
   • Maximum number of individuals in a group: Maximum number of individuals who get disbursements per group (optional).

   • Transfer Fee(%): Fee incurred for disbursement as a percentage of disbursement (optional).

   • Transfer Fee Amount: Fee incurred for disbursement as an absolute amount (optional).

   • Entitlement Validation Group: The group name of the user who has permission to approve entitlements. See Create User and Assign Role.
6. Map Portal form: Map a portal form to this program. Create a portal form before this mapping.
7. Click the Next button to import the matching registrants to the creating program. In the pop-up window select Yes.

1. Once the program is created it will be listed under the program list view page.