create-a-program.md

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📔 Create Program

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

1. Click the main menu icon and select Programs.
2. The Programs screen is displayed.

Choose Programs in the menu

Programs screen

Programs screen provides a dashboard view that 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:

Feature	Description
Create	Click the Create button to create new program
	Click the Export All button to download the details in excel format
<	Click the Left arrow to go the previous screen
>	Click the Right arrow to go the next screen
Filters	Click the Filters link and select the appropriate options. The valid values are: Archived Add Customer Filter The advanced filter option allows you to define conditions and criteria to refine the search results. Select the Add Customer filter and then select the appropriate option in the first drop-down to display the specific data based on the option selected. Select the criteria in second and third drop-down to refine the search results. Click the Apply button to display the data based on the search Note: To enhance the search, click the Add a condition button and follows the steps given in Add Customer Filter option
Group By	Click the Group By link, select Add Custom Group and then select the appropriate options in the drop-down to display the specific data based on the option selected. Click the Apply button to display the data based on the search
Favorites	Click the Favorites link, select Save current search and then check the appropriate options. The valid values are: Use by default Share with all users Click the Save button to display the data based on the search
Search	This field is filled when the available option are selected in Filers, Group By, Favorites

Create Program

3. Click the Create Program button. The Set Program Settings screen is displayed.

Set program settings

Set Program settings

In Set Program Settings screen, the field and their descriptions are:

Field	Description
Program Name	Enter the Program name
Target Type	Choose one of the Target Type. The valid values are: Groups Individual
Currency	Select the appropriate currency option. The valid values are: EUR USD
Is Reimbursement Program	Check the option if the reimbursement program is required

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

4. Click the Configure the Default Eligibility Criteria tab, the fields available in the tab are displayed.

Configure the Default Eligibility Criteria

Field	Description
Eligibility manager	Default option is selected by default
Admin Area	Enter the admin area
Filter
Match all records	Retrieves the data which matches all records
	Click the Records button. The Selected records screen is displayed. Note: By default the list of three records are listed in the Selected records screen. Click the Cancel button to close the Selected records screen.
	Click the Refresh button to refresh the screen
Add filter	Click the Add filter button to set eligibility criteria using Domain Filters. You may set multiple eligibility criteria. Click the Add filters button. The multiple criteria fields are displayed. Select the multiple criteria such as ID, condition and count. Click the x button to remove the entry in the criteria fields. Click the + button to add new multiple criteria field. Click the ... option to display fields in Any of section. The multiple criteria fields are displayed. Note: You can click the ... option to add n number of Any of section The value chosen in the multiple criteria fields are displayed in the Code editor. In the Match records chose one of the followings: Select All to display the data belongs to All section Select Any to display the data belongs to Any of section

Selected records screen

Configure the Cycle Manager

5. Click the Configure the Cycle Manager tab, the fields available in the tab are displayed.

Configure the cycle manager

Field	Description
Auto-approve Entitlements	Check the option if the auto-approve entitlements is required. Note: Set entitlements via rules, without any manual approvals.
Approver Group	Select the approver group in the drop-down. Note: The group name of the user who has permission to approve cycles. See Create User and Assign Role.
One-time Distribution	Check the option if the distribution happens one-time Note: If one-time distribution option is checked, the recurrence distribution option is not displayed. If one-time distribution option is not checked, the recurrence distribution option is displayed.
Recurrence	You can choose recurrence option, if the time period is repeated for a cycle Enter the number and select the appropriate option in the drop-down. The valid values are: Days Weeks Months Years
Day of Month	Select the appropriate option in the drop-down. The valid values are: Date of month Enter the date of month if date of month option is selected in the drop-down Day of month Enter the day of month if day of month option is selected in the drop-down

Configure the Entitlement Manager

6. Click the Configure the Entitlement Manager tab, the fields available in the tab are displayed.

Configure the entitlement manager

Field	Description
Entitlement manger	Select the parameters for entitlements. The valid values are: Default In-Kind Cash
ID Type to store in entitlements	Enter the ID Type to store in entitlements
Amount Per Cycle	Enter the amount of disbursement of a group or individual per cycle.
Amount Per Individual In Group	Enter the amount of disbursement per individual in a group when the program target type is "group".
Maximum number of individual in group	Enter the maximum number of individuals who get disbursements per group. Note: It is an optional field
Transfer Fee(%)	Enter the fee incurred for disbursement as a percentage of disbursement. Note: It is an optional field
Transfer Fee Amount	Enter the fee incurred for disbursement as an absolute amount. Note: It is an optional field
Entitlement Validation Group	Enter the group name of the user who has permission to approve entitlements. Note: See Create User and Assign Role guide to know how to assign role for a User.

PMT Configuration

7. Click the PMT Configuration tab, the field available in the tab is displayed.

PMT Configuration

Field	Description
Enable PMT	Check the option to enable the PMT

Map Portal Form

8. Click the Map Portal Form tab, the fields available in the tab are displayed.

Map portal form

Feature	Description
Multiple Form Submission Program Form	Check the option if the multiple form submission program form is required.
Program Form	Enter the name of the program form

9. Click the Next button.
10. The Set Program Settings dialog box is displayed.
11. Select the option Yes, to import the matching registrants to this program
12. Select the option No, not to import the matching registrants to this program
13. Click the Back button to go previous screen
14. Click the Create button to create New Program
15. Click the Cancel button to go to the Program dashboard screen

You can view newly created Program listed in the Program dashboard screen.

Created new program listed in program dashboard screen