📔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
Programs screen is displayed.
Select a program from the list of program name.
For example, here the Benefit Program is selected.
Programs/Benefit Program screen is displayed.
Click the Configuration tab in the Benefit Program.
The list of various managers are displayed.
In the Cycle Manager, click the Add a line.
Add: Cycle Managers screen is displayed.
Click the Create button to add a new cycle manager.
In the Manager drop-down field, select the default option.
A drop-down field appears.
Select the option Start typing.
It enables the field to add a new cycle manager.
Enter the name of the cycle manager and then click the option Create and Edit.
Create: Manager screen is displayed.
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 | Select the appropriate option from the drop-down. The valid values are |
Click the Save button to save the data and exit from the screen.
Click the Discard button to exit from the screen without saving the data .
Click the Save & Close button to save and exit from the screen.
Click the Save & New button to save and create new cycle manager.
The newly created cycle manger is added below the cycle manager.
This completes the process of configuration of Cycle Managers in a specific program.
Recurrence - Weeks
Select the option Weeks in the drop-down.
Name of the weeks with check boxes are displayed.
Check the appropriate week to repeat the cycle of the entitlement.
Recurrence - Months
Select the option Months in the drop-down.
Day of Month field is displayed.
Select the appropriate option from the drop-down. The valid values are:
Date of month
Day of month
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