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)