Program Administration

OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option.

Once the Program Compliance System has been enabled for you by RizePoint, several new permissions become available. Menu options are provided for accessing programs, viewing a list of programs, for reviewing (and, if necessary, renaming) the task types available, and for accessing a library of default notifications.

• PROGRAM ADMIN - Allows the user to edit existing programs, manage the Notification Library, and edit Task Types. (The PROGRAM VIEW permission is also required.)
• PROGRAM ASSIGN - Allows the user to add locations to a program. (The PROGRAM VIEW or PROGRAM VIEW ALL permission is also required.)
• PROGRAM CREATE - Allows the user to create new programs or delete existing programs. (The PROGRAM VIEW and PROGRAM ADMIN permissions are also required.)
• PROGRAM VIEW - Enables the Program menu option to access the program features.
• PROGRAM VIEW ALL - Allows the user to view all programs that have been created. (The PROGRAM VIEW permission is also required.)
• LOCATION - PROGRAM TAB - Displays the Programs tab in the Location profile. It also allows the user to complete tasks and to undo the completion of tasks.

The first step in creating a new compliance program is to decide the requirements of the program:

• Who will be administering the program?
• What tasks do you want to include?
• If there are a large number of tasks, do you want to break down the tasks into milestones?
• What audit forms will the program require?
• What supplemental documentation will you want to provide?
• When will you want to launch the program?

Before you begin to set up a specific compliance program, there are a few preliminary steps to take:

• Create a role for program administration, if necessary.
• Review the task types available, and rename them, if necessary.
• Create the necessary email templates.
• Set up the default notification library. Then, when you create a compliance program, you can add predefined notifications from the library to your program.
• You may also want to consider using Location Types, if you're not already using them.

Once you've completed the initial setup requirements, administering a compliance program consists of the following series of steps:

• Create a Compliance Program
• Define the tasks
• Create milestones and identify the tasks required to meet the milestone
• Associate the program with locations
• Specify the users (or roles) who have access to managing the program
• Add the required documentation
• Add notifications to the Program
• Launch the program

ref: Programs