Available program templates

The Available Program Templates pane includes two tabs.

Companies > [Company] > Programs > Program Details > Relationships > Available Program Templates

  • Company: List all programs, other than assessment programs, associated with the current company.

  • Assessment: Lists assessment programs associated with the current company.

To create a relationship between a program in either list, simply drag-and-drop the program onto the Relationships Canvas. If you drop the program on top of an existing program the Create Relationship dialog box will display. For a regular (non-assessment) program, enter relationship, perspective, and participation as appropriate, then click Apply. For an assessment program, enter the participation percentage (the only field you can modify), then click Apply.

To sort by date toggle on the Date Range column title.

To filter by program type, name, or company, click in the appropriate column, enter a string in the text search box; then click Apply.