Programs
An overview of the 'Programs' page within 'Settings'.
The 'Programs' page within 'Settings' allows you to add, import, and manage all the programs associated with your organization's account. These programs will be used for user alignment, mapping content, and setting permissions for admins determining the users they'll be able to access.
Accessing Programs
Navigate to the 'Settings' page on the left navigation.
Click on the 'Programs' tab.
Adding Programs
Programs can be create in two ways, single program setup or via an import file.
Adding Programs in App
Select Add Program
Add the following fields:
Parent: Select the ASAM Level of Care or other Categorization for your program.
Name: Input the name of the program. This name will be used to reference the program throughout the app.
Status: Select 'Published' to ensure program is available for use throughout the app.
Importing Programs
Select Export CSV: This will down a CSV file, this is the import template.
Find and Open the CSV:
Add the following mandatory fields:
Parent: The categorization of the program (ASAM Level of Care, Training & Development, etc..)
Name: THe name of the program, this will be how this program is referenced throughout the app.
Status: Set this field to 'Published'
Save the file as a .csv & note the location
Select "Import Programs"
Select the newly saved .csv file
Select OK
Editing Programs
Easily update details of existing locations. Click 'Edit' beside any program to modify its information. Then select 'Save'
Deleting Programs
Remove any programs that are no longer required by clicking 'Delete' beside the relevant entry.
** Ensure this program is no longer needed before you delete. Also ensure no Users/Admins are mapped to this program, they will be unable to take activities until a new program is assigned.
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