Program Template Editing

A program template allows you to define a program to be applied to a set of users. A program consists of a set of objectives.

Program templates are accessed via the Template link, available while viewing the list of programs. (You may will need to click on the program's title to get the detailed list with the Template link.)

Click to set the Program name and description.

You can add, remove, and re-order objectives.

  • To add, click Add Objective.
  • To duplicate an existing objective, make sure it is the last expanded objective (that how we know which objective to duplicate). Then press Shift and click Duplicate Objective.
  • To remove, expand the objective and click Delete this objective.
  • To re-order, drag the objective up or down using the Up/Down arrows (⬍) preceding the objective's title.

Changes are immediate.

To delete a program, use the Programs page.


Program templates include an editable Resources section. Here administrators can upload (rename, delete) files which are stored with the template and visible but not changeable on every program which uses this template. Use Resources to provide extra documentation, examples, or other files to users. The users will upload their contributions as Program Attachments

Default Mentor

You can assign a Default Mentor to this template. This individual will be the designated Mentor for all users using to this program. (You can update the Mentor for any user by directly accessing that user's copy of the program.)

Example Mentor selection

Allow User to Change Mentors

You have the option to allow the user to select their Mentor for this program. If this option is enabled, the user will be able to add, remove or modify the listed Mentor(s). Changes are logged, and viewable in Change Log.

Within each objective, there is a similar option to allow the user to change their Subject Matter Mentor.

Objective Title and Details

Click on an existing objective title to enable editing. Change are saved automatically as you type. Similarly, you can change details for the objective: Expand the objective by clicking on its plus sign (+), and then click on the details to enable editing. (The numbers preceding the objective are automatically set.)

Each Objective may have a Subject Matter Mentor. This is just like the Program Mentor, but is used to assign an individual to aid with only this Objective, as opposed to the whole set of Objectives. Subject Matter Mentors can view, edit, and interact only with the particular Objective: they cannot view or access Program-level information. Program Mentors maintain their ability to view, edit and interact with all Objectives.

Objectives are automatically numbered: as you re-order the objectives their numbers will update. You can create nested objectives by starting the objective name with two asterisks and a space:

As TypedAs Viewed (not on template)
1) First Objective1) First Objective
2) Second Objective2) Second Objective
3) Third Objective3) Third Objective
As TypedAs Viewed (not on template)
1) First Objective1) First Objective
2) ** Sub Objective   a) Sub Objective
3) Second Objective2) Second Objective
4) ** Sub Objective   a) Sub Objective
5) *** Sub-Sub Objective      i) Sub-Sub Objective
6) *** Sub-Sub Objective      ii) Sub-Sub Objective
Note: Only the lowest level objectives are actionable. The higher level objects cannot be expanded, have tasks, or be marked complete. In the above example, only objectives 1.a), 2.a.i), and 2.a.ii) have any details. The remaining objects are used only for grouping.

Example objective editing

Due Date

Each objective may have a due date. To set, click on the field and add a date. You can also delete an existing date, to remove a due date.


The status of each objective is either (blank), Late, or Completed. Completion status is not meaningful for a template: Status is computed only for User copies of the program.

  • Blank is used if the objective either has no due date, or the due date is in the future.
  • In Progress is displayed if any of this objective's tasks have been checked.
  • Due means the objective has a due date and it is today(!)
  • Late indicates the objective has a due date in the past, and the objective has not been marked completed. Objectives marked complete after the due date are indicated simply as Completed.
  • Completed means the objective has been marked complete.

Administrators and Mentors can mark a user's objective complete. You can indicate that the User may also be permitted to mark an objective complete by setting the Allow user to update status option in the expanded objective. This setting applies only to this objective.


Each Objective may have a set of tasks. These are for your convenience and may be checked off in any order, by anyone. Task completion does not affect Objective status. You can mark an objective complete without checking off all of the tasks, and checking off all tasks does not automatically mark an objective complete.

Tasks can also be deleted or re-ordered on the template.

Example checking off tasks

If you name a task starting with "Submit:", we'll add a Submit button to the end of the task line. When users click that button, they'll be prompted to attach a file to the program. There's no magic: we're simply marking the task complete and prompting them to add a Program Attachment. They can later remove or rename the file, or submit a different one. The Submit button simply saves a few steps on their part and makes "Submitting" tasks easier.

Submit type task Submit task popup

See also:


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