Adding a Program

Owned by Luc Richard
Last updated: Nov 17, 2023
3 min read

By default, a regular instructor can't add a program. To add a new program, you need to have System Administrator or Course Creator permissions. 

Step-by-step Guide

To add a program:

  1. Go to Site Administration > Programs > Add/edit programs

  2. Click the "Add a program" button

  3. Fill out the form

    1. In the "General" section, give the program a title. If you do not want the program to be assigned just yet, set its visibility to "Hide". You can set it to "Show" when the program is ready to go live.

    2. In the "Training Requirements" section, select the list of courses that are to be included in the program. You can also specify the "Days to complete", which will determine in how many days users have to complete the courses.

    3. In the "Notifications" section, you can enable / disable the notifications and customize them. Note that for the most part, the default notification settings should be acceptable. If they are not, you should consider changing the defaults instead.

  4. Click on the "Save changes" button

Many fields in the program settings page have a help icon next to them. If you are not sure what the field means, click on the help icon next to it in order to view a brief description of the field.

Important Notes (for Multi-site Deployments Only)

  • When creating a program, you are given the option to select  a site for the program.

    • If no sites are selected, the system will register everyone in the system who meets the conditions

    • If a site is selected, the system will only register users who meets the conditions AND who are in the site in question. If your sites are organized in a hierarchy, the system will register the user in the site in question as well as the child sites. For example let's assume the following site structure:
        Canada
        Canada > Quebec
        Canada > Ontario
        Canada > Ontario > Toronto
        Canada > Ontario > Ottawa
      If the site selected is "Canada", then all users who match the conditions will be registered in the program. If the site selected is "Ontario", then all users in Ontario (inc. Toronto and Ottawa) who match the conditions will be registered in the program but none of the users in Quebec. If the site selected is "Ottawa", then only users in Ottawa who match the conditions will be registered in the program.

  • As a Site Manager, you have the ability to edit, hide and delete programs. Note that those actions are only possible for programs under your control. For example, using the same site structure as above, the Site Manager for Ontario can add, edit, hide and delete programs for Ontario, Toronto and Ottawa, but not for all of Canada (nor Quebec).

  • Once a site is selected, it cannot be changed. If you need to assign the program to a different site, we recommend that you duplicate the program and select a different site at the same time.

    • Once you've duplicated the program and assigned it to a different site, you can delete the original program at your discretion if it is no longer needed 

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