Program Dashboard

The image below shows the parts of the Program dashboard that is used to manage the programs. Each numbered section is described below. Use the table of contents above to jump to each section.

1 Author and Information Link

The Author button is used to create a new program. Programs can be created for certified audits, general assessments, checklists, procedures that require data collection and permanent record retention, knowledge capture for training, testing, inspections, risk assessments, and structured decision making.

The "?" icon can be found on most screens and brings up the related tutorial file.


2 Program Filter

Click on the ">" to expand the filter option. To locate programs among a large list either enter a word that is in the name, a date range, a kind (shared, not shared, marketplace) a label, a client, or a combination of these.

The "any" and "all" options below the label filter specify whether all or just one of the labels entered must match.

The filter can be collapsed by clicking the expand/collapse button again.

NOTE: If several programs are suddenly missing, check and clear/reset the filter by clicking on the filter icon to the right of the program status filters.



3 Program Status Filter

These filters show or hide programs by selecting one or more status values.


4 Clear/reset Filter

Clears/resets the program filters


5 Sortable Header

Click on a column header to sort or reverse the sort order.


6 Program Details

The ">" icon is used to expand or collapse the program's details. An example of the details is shown here. In the example, "Demo Master" is the user-name associated with the account owner.



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 X
rename X 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.

Schedule. Schedules or starts an assessment based on the published program.

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.

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 Marketplace Icon

This icon indicates that the program was acquired from the marketplace.