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programs_general_tab

Programs>General Tab

Create a New Program

  • With the Add Program form open and in the General Tab > Details section, enter relevant details:
    Note: Red-highlighted sections are mandatory.
  • In the General Tab > Account Number section, enter any relevant details. Click Add Account Number (1) to add a new account number (2). Click the trash can (3) to remove an account number.
  • In the General Tab > Security section, enter relevant details. Click the clearance level (1) to set the security and select the business unit (2)
  • In the General Tab > PI File section,
    Add a PI File by clicking the Find/Add (1) button. Select a PI File (2), then select Add (3)

Edit a Program

  • With the Program form open and in the General Tab > Details section, select the Edit button (1).
  • Update the fields to be changed (2) and when finished, changes can either be saved, cancelled or the record can be archived (3)
programs_general_tab.txt ยท Last modified: 2021/11/11 00:00 (external edit)

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