Manage Your Programs

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Programs

Click the Programs menu from the primary menu section, and the programs list page opens, as shown in Figure 1 below.

Figure 1: Individual Insight Programs List Screen
Figure 1: Individual Insight Programs List Screen

Add Programs

Click the Add Program button on the program dashboard to create a new program, as shown in Figure 2 below.

Figure 30: Individual Insight Individual Program Add Screen
Figure 2: Individual Insight Individual Program Add Screen

You can enter the details below and click the Submit button to save the program, as shown in Figure 2 above. The details that need to be filled in are:

  • Title (Textbox - Mandatory): Title of the Program
  • Start Date (Date Picker - Mandatory): Start date of the Program
  • Description (Text area - Optional): Description of the Program
  • Program Status (checkbox - Optional): Select multiple options

All the groups are shown at the bottom of the page as an accordion, as shown in Figure 2 above. Click the down arrow of a particular group to select the questions, as shown in Figure 3 below.

Figure 30: Individual Insight Individual Program Add Screen
Figure 3: Individual Insight Individual Program Select Questions Screen

Click the Select all checkbox to select all the questions under the group, as shown in Figure 3 above, or uncheck the Select all checkbox and select the individual questions.

To remove the entire group of questions, uncheck all the questions, as shown in Figure 3 above.

Program Dashboard

To view the program details, click the View icon associated with each program, and the dashboard opens, as shown in Figure 4 below.

Figure 4: Individual Insight Individual Program Detail Screen
Figure 4: Individual Insight Individual Program Detail Screen

You can edit and add a Response to the program by clicking the respective buttons on the individual program dashboard, as shown in Figure 4 above.

View Program

Click the View icon associated with each program, as shown in Figure 1 above, and the program dashboard opens, as shown in Figure 4 above. Click on the ‘Pre-assessment Questions’ or ‘Assessment Questions’ card, and the questions associated with each pre-assessment or assessment are displayed in the tabular list form, as shown in Figure 5 below.

Figure 5: Individual Insight Individual Program Response View Screen
Figure 5: Individual Insight Individual Program View Screen

Click the View icon associated with each question, as shown in Figure 5 above, and the responses for the same question are displayed in the tabular list form, as shown in Figure 6 below.

Figure 6: Individual Insight Individual Program Response View Screen
Figure 6: Individual Insight Individual Program View Screen

Comments for the assessment questions are displayed here against the response if the comment option is enabled on the general settings page for this program.

NOTE: The comment will be shown only for the assessment questions if it is double-tier, and the question type is set for single-choice, multiple-choice, or number.

Edit Program

Click the Edit button on the top of the program dashboard screen, as shown in Figure 4 above, and the edit screen opens, as shown in Figure 5 below.

Figure 7: Individual Insight Individual Program Edit Screen
Figure 7: Individual Insight Individual Program Edit Screen

You can edit the details below and click the Submit button to save the edits, as shown in Figure 7 above. The details that need to be filled in are:

  • Title (Textbox - Mandatory): Title of the Program
  • Description (Text area - Optional): Description of the Program
  • Program Status (checkbox - Optional): Select multiple options

You can also add or edit group and individual questions under a particular group by selecting the accordion tab of that group, as shown in Figure 7 above.

To close the program, click the ‘Close’ button at the bottom of the screen, as shown in Figure 7 above.

Add Recent Initial Respondent

Click the '+' icon on the ‘Recent Initial Respondent’ card, as shown in Figure 7 above, and the respondent add page appears, as shown in Figure 8 below.

Figure 8: Individual Insight Add Respondent Screen
Figure 8: Individual Insight Add Respondent Screen

Enter the details and click the Submit button to add a new initial respondent, as shown in Figure 8 above.

Add Recent Final Respondent

Click the ‘+’ icon on the ‘Recent Final Respondent’ card, as shown in Figure 4 above, and the respondent add page appears. Adding a recent final respondent is the same as adding a recent initial respondent.

Archive Respondent

To archive a respondent from a particular program, click on the View All icon associated with the respondent cards on the program dashboard, as shown in Figure 4 above. You can click the View All icon for Initial Respondent or Final Respondent based on which respondent you want to archive, as shown in Figure 4 above. After clicking the View All icon, you will be redirected to the Respondent List page, as shown in Figure 9 below.

Figure 9: Individual Program Manage Respondent List Screen
Figure 9: Individual Program Manage Respondent List Screen

Click the Archive icon associated with each respondent, as shown in Figure 9 above, and the pop-up screen appears with a confirmation message to archive the respondent, as shown in Figure 10 below.

Figure 10: Individual Program Archive Respondent Popup Screen
Figure 10: Individual Program Archive Respondent Popup Screen

Click the OK button on the pop-up screen, as shown in Figure 10 above, and the respondent is archived from the program. This will also clean up the data of the particular respondent for the program.

Sending Pre-assessment

Click the ‘Copy’ icon on the ‘Pre-assessment Questions’ card, as shown in Figure 4 above, and the survey link is copied. Send the link to the recent initial respondent through email or click the ‘Send Email to Initial Respondent’ icon on the ‘Recent Initial Respondent’ card header, as shown in Figure 4 above, and an email is sent to all the participants.

Sending Assessment

Click the ‘Copy’ icon on the ‘Assessment Questions’ card, as shown in Figure 4 above, and the survey link is copied. Send the link to the recent participant through email or click the ‘Send Email to Final Respondent’ icon on the ‘Recent Final Respondent’ card header, as shown in Figure 4 above, and an email is sent to all the participants.

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