# Create Cycle Manager for a Program

This document provides instructions to configure Cycle Manager in a Program.

## Prerequisites

* The user must have access to OpenG2P systems.
* The user must have a Program Manager role.

## Procedure

1. Click the main menu icon ![](https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-1b48611b7e3fc05b72b589735073c90404ac05ef%2Fmain-menu.png?alt=media) and select ***Programs***.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-0a0f119ba61a40246bea4791e4cbd2c240704ab1%2Fmenu-program%20(1).png?alt=media" alt=""><figcaption></figcaption></figure>

***Programs*** screen is displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-9ba295258af7243aa974b2a7b6c5f0f1c743a94e%2Fprogram-screen.png?alt=media" alt=""><figcaption></figcaption></figure>

2. Select a program from the list of program name.

For example, here the ***Benefit Program*** is selected.

***Programs/Benefit Program*** screen is displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-cc6ae90e43a86fd4119a2db9585e08128e4e359f%2Fbenefit-program-screen.png?alt=media" alt=""><figcaption></figcaption></figure>

3. Click the ***Configuration*** tab in the Benefit Program.

The list of various managers are displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-87e58d8c9c49b286e1f8e78875d9bf2122c10625%2Flist-configuration-managers.png?alt=media" alt=""><figcaption></figcaption></figure>

4. In the Cycle Manager, click the ***Add a line***.

***Add: Cycle Managers*** screen is displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-591ffe69a3f8d3e88d6b6db676c267924bbfccca%2Fadd-cycle-manager-create.png?alt=media" alt=""><figcaption></figcaption></figure>

5. Click the ***Create*** button to add a new cycle manager.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-7599b0d43ba05ea2d96a8cb53d67a356f7fa2cdb%2Fadd-cycle-manager-name.png?alt=media" alt=""><figcaption></figcaption></figure>

6. In the ***Manager*** drop-down field, select the ***default*** option.

A drop-down field appears.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-b6181168b51e27243ef456c42cb8d28f84ffea36%2Fadd-cycle-manager-start-typing.png?alt=media" alt=""><figcaption></figcaption></figure>

7. Select the option ***Start typing***.

It enables the field to add a new cycle manager.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-50d64023876844835d3a6bfac6af58760c2f37a5%2Fadd-cycle-manager-create%20and%20edit.png?alt=media" alt=""><figcaption></figcaption></figure>

8. Enter the name of the cycle manager and then click the option ***Create and Edit.***

***Create: Manager*** screen is displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-6a06bac476413e8eaf5f39ecc994a0cc6b851b70%2Fcreate-manager-screen.png?alt=media" alt=""><figcaption></figcaption></figure>

The fields and their descriptions are given below.

| Field                     | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| ------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Name                      | Displays the manager name. It is a mandatory field.                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| Cycle Settings            |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| Auto-approve Entitlements | Check the option, if required. It is an optional field.                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| Approver Group            | Select the appropriate option from the drop-down. It is a mandatory field.                                                                                                                                                                                                                                                                                                                                                                                                                      |
| Recurrence                | <p>Select the appropriate option from the drop-down. The valid values are</p><ul><li>Days - Enter the number of days to repeat the cycle of the entitlement.</li><li><a href="#recurrence-weeks">Weeks</a> - Enter the number of weeks to repeat the cycle of the entitlement.</li><li><a href="#recurrence-months">Months</a> - Enter the number of months to repeat the cycle of the entitlement.</li><li>Years - Enter the number of years to repeat the cycle of the entitlement.</li></ul> |

4. Click the ***Save*** button to save the data and exit from the screen.
5. Click the ***Discard*** button to exit from the screen without saving the data .

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-51ef44f6167b8ebe1af15c1c0a0ef3cb312ad612%2Fadd-cycle-manager-save-close.png?alt=media" alt=""><figcaption></figcaption></figure>

6. Click the ***Save & Close*** button to save and exit from the screen.
7. Click the ***Save & New*** button to save and create new cycle manager.

The newly created cycle manger is added below the cycle manager.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-b466b5708882131b3c5a29354075622cbae80b15%2Fcycle-manager-added.png?alt=media" alt=""><figcaption></figcaption></figure>

This completes the process of configuration of Cycle Managers in a specific program.

### Recurrence - Weeks

4. Select the option ***Weeks*** in the drop-down.

Name of the weeks with check boxes are displayed.

5. Check the appropriate week to repeat the cycle of the entitlement.

### Recurrence - Months

6. Select the option ***Months*** in the drop-down.

***Day of Month*** field is displayed.

7. Select the appropriate option from the drop-down. The valid values are:

* Date of month
* Day of month
