Onboarding General Navigation

For an overview of the Supplier Onboarding process, see the Supplier Onboarding Workflow.

Select Programs *NEW* from the main menu to access Program Management for onboarding.

Select PROGRAMS *NEW*

Program Management Home Screen

The Program Management Home Screen displays a list of campaigns associated with the program.

Programs *NEW* Home Screen

 

Adding a Campaign Screen

The Add Campaign Home Screen enables the Client Administrator to enter information related to a specific campaign (its name, template start date, etc.), then create the campaign.

 

Add a Campaign to a Program

Campaign Activities Screen

The Campaign Activities screen provides a workflow for setting up all activities related to the campaign.

Campaign Activities

Settings Tab

Click the SETTINGS tab to view general information about this campaign or activity.

Click SETTINGS to view campaign general information

 

Add Activity Screen

You can add an activity to the campaign by entering the general information (the activity's name, a description, a due date) on the Add Activity screen. You can also upload documents, if necessary.

Add an Activity to a Campaign