Program Dashboard
The image below shows the Program dashboard* that is used to manage the your programs. Each numbered section is described below. Use the table of contents above to jump to each section.
* The program dashboard is available with the Authoring functionality
1 Create Program
The + program button is used to create a new program. GapCross was designed for conformance assessments and compliance audits. Creative GapCross users have developed other types of programs.
* The term assessment is used to refer to all types of GapCross programs.
2 Dashboard Tutorial
The "?" icon can be found on most screens and brings up the tutorial related to the dashbord or screen.
3 Program Filters
The program filters show or hide programs by selecting one or more criteria as follows:
- The status of the program such as scheduled, started, completed and trash;
- Words or characters in the name of the program;
- A date range of the scheduled date;
- Labels associated with the program;
- The collaboration/sharing status.
4 Clear Filter
Clears the program filters
5 Sortable Header
Click on a column header to sort or reverse the sort order.
6 Program Details
The downward caret icon is used to expand or collapse the program's details. An example of the details is shown here.
7 Program Menu Options
Click the menu icon to initiate actions for a program. The following table shows which menu options apply to each status category.
| draft | published | revising | trash | |
| edit | X | X | ||
| copy | X | X | X | |
| publish | X | |||
| schedule | X | |||
| revise | X | |||
| commit | X | |||
| revert | X | |||
| labels | X | |||
| collaborate | X | X | X | |
| rename | X | |||
| delete | X | X | ||
| restore | X |
Edit. Open the program for editing.
Copy. Makes a copy of the program. This becomes a new program.
Publish. Transitions the program to the published status. A published program can be used to schedule/start assessments. Published programs can be submitted to the marketplace.
Assess. Schedule or start an assessment based on the published program. Published programs acquired from the marketplace only have the "assess" command.
Revise. Creates a clone of a published program for revising. Works with commit and revert.
Commit. Commits a revising program back into the published program it was cloned from. The revision and history are updated, and any changes are immediately reflected in the shared or marketplace published program.
Revert. Discards revisions made to a "revising" program. It basically deletes that cloned version.
Labels. Adds labels to use for filtering the programs. Examples: demo, safety, aerospace, play. Labels act like foldes. Tag several programs with a label and then use the filter to see just those programs.
Collaborate. Shares a program to collaborate on a draft or revising program or shares a published program with another user to use for assessments or procedures.
Rename. Renames the program.
Delete. Changes the status to "trash." Use the "trash" filter checkbox to see items in the trash.
Restore. Restores a deleted program to its previous status.
8 Sharing Icons
There is an icon for program you have shared, programs shared with you, and program acquired from the marketplace.
