Programs: Overview

Section Description

The Programs section allows administrators to efficiently manage and organize employee training programs. It provides tools for creating, editing, and deleting programs and program groups, as well as assigning programs to employees.

Training assigned to employees in the Pipeline section can be either Courses or Programs:

Courses: Standalone training sessions that focus on a specific topic or skill. These are direct and concise learning units designed for quick and targeted employee development.
Programs: Comprehensive training paths that consist of multiple courses combined into a structured learning sequence.

This structure allows administrators to tailor training assignments, ensuring employees receive the right combination of individual courses or broader programs suited to their development goals.

Features List

Viewing the list of programs
Adding a new program group
Editing a program group
Deleting a program group
Adding a new program
Viewing program details
Editing a program
Deleting a program
Assign a program to an employee

Feature Overview

Viewing the List of Programs

Admins can access all training programs organized into program groups on the Programs page. Each program is displayed as a card, showing its title, description, privacy status (Public/Private), and estimated duration. This layout provides an intuitive way to browse and manage available programs.

Adding a New Program Group

To create a new program group, click Add New Program Group in the dropdown menu. Enter a name, and the group will appear in the navigation panel, helping to better structure training programs.

In the pop-up window, enter the tab name and confirm the creation. The new tab will be added to the page.

Editing a Program Group

Admins can rename or modify program groups by selecting Edit Program Group from the dropdown menu. This ensures program groups remain relevant to the organization’s evolving training needs.

Deleting a Program Group

Unused or outdated program groups can be removed by clicking the Delete program group option. Once deleted, the group and any associated structure are permanently removed from the system.

Note: A program group cannot be deleted if it contains programs. First, delete or move all programs to another group.

Adding a New Program

To create a new program, click the Add new program button.

You will be prompted to fill out the following fields to define the program’s structure and content:

Program Fields:

Program Name: The title of the program, which will appear in the program list and on the Program Details page.
Program Group: Select the group under which the program will be categorized. This helps organize programs for better navigation.
Description: Provide a summary of the program's objectives and outcomes. This will be displayed on the program card.
Detailed Description: Add a more comprehensive explanation of the program's goals, benefits, and key takeaways. This helps employees and admins understand the full scope of the training.
Mandatory/Optional: Specify whether the program is mandatory or optional for participants.
Program Structure: Add courses to the program from the Course section. Each course should represent a logical step in the learning path.
Links: Attach external URLs for additional resources, references, or supplementary materials.
Additional Materials: Upload files such as PDFs, Word documents, presentations, or other resources that will support the training. These materials can be accessed by employees directly from the program page.
Program Duration: Enter the estimated time required to complete the program.
Add a Cover Image: Upload an image to visually represent the program.
Availability: Define the visibility of the program:

Public: Available to all employees.
Private: Restricted to specific employees or teams.

After filling out the necessary fields save the program. Once saved, the program will appear in the selected group and be accessible for assignments.

The program can then be edited, assigned, or managed further via the Program Details page.

Viewing Program Details

The Program Details page gives administrators a complete view and management tools for a training program. The following details are displayed:

Program Name
Mandatory/Optional Status: Indicates whether the program is mandatory or optional.
Description: A brief summary of the program's objectives.
Program Group: The category to which the program belongs.
Availability: Defines whether the program is public or private.
Duration: The estimated time required to complete the program.
Detailed Description: An expanded explanation of the program's goals and benefits.
Program Structure: A sequential list of all included courses.
Links: External resources or references related to the program.
Additional Materials: Uploaded files such as documents or presentations to support learning.

On this page, administrators have access to the following actions:

Send Program: Assign the program to specific employees, setting due dates and adding comments.
Edit Program: Update program details, structure, or resources.
Delete Program: Remove the program permanently if no longer needed.
Download Materials and Cover Image: Save associated files and the program's cover image locally.
Access Related Courses: Navigate to individual courses included in the program.
Follow Links: Open external resources directly from the page.

This centralized view ensures that all program-related details and management options are easily accessible to administrators, enabling efficient training delivery and oversight.

Editing a Program

To update a program, click the Edit button on the Program Details page. Admins can modify the program's name, description, or group, or add/remove courses and resources. These edits ensure programs stay aligned with organizational needs.

Deleting a Program

Admins can remove an outdated or unnecessary program by clicking the Delete button on the Program Details page. This action is permanent and should only be used for programs no longer needed.

Assign a Program to an Employee

To assign a program to an employee, click the Send button on the Program Details page or Program page.

Follow these steps:

Select Employee: Choose the employee who will receive the training program.
Set Mandatory or Optional: Define whether the program is Mandatory or Optional for the selected employee.
Set Due Date: Specify the deadline for completing the program.
Add Admin Comment: Optionally, include a comment to provide additional context or instructions for the employee.

After the assignment, the employee's training profile appears in the designated pipeline, allowing administrators to monitor progress and ensure follow-up.