View a program's details

Applicable Roles:

1. Administrators
   
2. Supervisors 
   

The program details page enables program owners to track the program's progress once it has started. Leaders or supervisors can also view the results of their reporting line in the programs they participate in by accessing the program's details page. 

View a program's details as a supervisor who is also the program owner and/or has administrative permissions  

If you are a supervisor who is also the program owner and/or has administrative permissions, you will have the privilege to view program results from all participants across the organization. This means you will have access to the results and progress of participants beyond your reporting line, allowing you to have a comprehensive view of the program's outcomes throughout the entire organization.

If a leader does not have any participants in a program, the following message will be displayed: "No participants from your reporting line have been added to this program." This message indicates that there are no individuals under the leader's supervision who have been included in the specific program. 

If you are a supervisor (with or without administrative permissions) and an evaluator for the program, you can evaluate participants who are in your reporting line from the programs details page. 

Viewing a program's details as a supervisor who is not the program owner and has no administrative permissions. 

As a supervisor without administrative permissions or program ownership, your access will be limited to viewing program results exclusively from participants within your reporting line. This means you will only have visibility into the results and progress of participants directly under your supervision. 

The card in the top right corner of the screen shows the total number of participants in the program including the direct reports and the individuals managed by each of your direct reports.

       

Open the View 

1. To view program details, click the program's name on the programs list page, 
   
   
   
   
2. On the program's details page, you will find the program details under the Details section. 
   
   
   
   
3. The participants table displays the list of participants for the selected program.
   
   
   

To setup additional participants after the program launch, click the ADD MORE USERS link. 

Filter the View

You can filter the table based on the participant's assessment progress status or by using the Search bar.

          

Evaluate participants as an evaluator

If you are a supervisor (with or without administrative permissions) and an evaluator for the program, you can start evaluating participants directly from the program's details page. 

Send Reminders

1. To send assessment email reminders to participants, click Send Reminder under the Reminders column. 
   
        
   
   
2. For viewing previously sent reminders, click Last Reminder under the Reminders column. 
   
   
   
   
3. Additionally, to access the program's notifications or send email reminders to participants in bulk, click Program Notifications.
   
   

View Dashboards and Download Results

1. To view the assessments' dashboard for a program, click the kebab menu on the right and click the View Dashboard option.
      
   
   
2. For downloading the program results, click the Download Results option, which will initiate the download of the spreadsheet to your local computer. 
   
   
     
3. The Download details option will download all assessment program details per assessment template (including questions, ratings and comments) results to your local computer. 
    
   
   
4. To close the program, click the Close Program option. 
   
   
   

   Closing the program is irreversible. 
   
   
5. The vertical ellipses available under the Actions column for each participant row provide additional options:
   

1. Recall the leader or 1:1 meeting assessment: Only available if either of the two assessments are completed. 
   
2. View:  Preview the participant's assessment.  
   
3. Change Evaluator: Change the evaluator assigned to the participant. 
4. Download PDF: Download the PDF version of the participant's assessment. 
   
5. Delete: Only available before the participant starts the self assessment. Please note that deleting the assessment for any participant is irreversible. 
   

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