Manage Your Programs

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Programs

Click the Programs menu from the primary menu section and the programs list page will open, as shown in Figure 1 below.

Figure 1: Individual Insight Programs List Screen
Figure 1: Individual Insight Programs List Screen

Add Programs

Click the Add Program button available on the program dashboard to create a new program. You can only create one active program. To create a new program you must close the previous program. Once you click the Add Program button a new page will open, as shown in Figure 2 below.

Figure 30: Individual Insight Individual Program Add Screen
Figure 2: Individual Insight Individual Program Add Screen

You can enter the below details and click the Submit button to save the program, as shown in Figure 2 above. The details that need to be filled in are:

  • Title (textbox - Mandatory): Title of the Program
  • Description (text area - Optional): Description of the Program

All the groups will be shown at the bottom of the page as accordion, as shown in Figure 2 above. Click on the down arrow of a group to select the questions, as shown in Figure 3 below.

Figure 30: Individual Insight Individual Program Add Screen
Figure 3: Individual Insight Individual Program Select Questions Screen

Click the Select all checkbox to select all the questions available under the group, as shown in Figure 3 above or uncheck the Select all checkbox and select the individual questions.

To remove the entire group questions uncheck all the questions, as shown in Figure 3 above.

Program Dashboard

To view the program details, click the View icon associated with a program and the dashboard will open, as shown in Figure 4 below.

Figure 4: Individual Insight Individual Program Detail Screen
Figure 4: Individual Insight Individual Program Detail Screen

You can Close, Edit, Preview, and Add Response to a program by clicking the respective buttons available on the individual program dashboard, as shown in Figure 4 above.

Edit Program

Click the Edit button available on the program dashboard screen, as shown in Figure 4 above and the edit screen will open, as shown in Figure 5 below.

Figure 5: Individual Insight Individual Program Edit Screen
Figure 5: Individual Insight Individual Program Edit Screen

You can edit the below details and click the Submit button to save the edits, as shown in Figure 5 above. The details that need to be filled in are:

  • Title (textbox - Mandatory): Title of the Program
  • Description (text area - Optional): Description of the Program

You can also add or edit a group and individual questions available under a group by selecting the accordion tab of the group, as shown in Figure 5 above.

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