Programs

The feature is available to Users with Manager Role and any User with a PLUS license.

Program, a set of related services or activities offered by the Organization.  eg. Food Program, Weatherization Program.

• Code : is the alphanumeric code that identifies the program e.g. 123 or A123 or F001
• Description : is text that defines the nature of program e.g. Weatherization Program, Food Program, Economic Self Sufficiency Program, Housing Services, etc
• Start Date : the date the Program was started by the Organization.
• End Date : the date the Program was ended or closed by the Organization.
• Status : defines if the Program is active or inactive.
• Transaction Type : Defaults to Program Time.
• Federal Category : Optional data capture.  Users can use the options to categorize the Program for Reporting.  The values in drop-down are: Employment, Education, Housing, Income Management and Unspecified.
• Service Category : Optional data capture. Users can use the options to categorize the Program for Reporting.  The values in drop-down are: Employment, Education, Housing, Income Management and Unassigned.
• Productivity Category : Optional data capture.  Users can use the options to categorize the Program for Reporting. The values is: Unassigned.
• Fund Sources : Optional data capture.  It is a drop down of predefined values.  Users can use the options to associate the fund source for the program.  The values in the drop-down are pulled from a list of fund sources.  See Fund Source for details.
• Self Sufficiency Factor : Optional data capture.  Users can use the options to categorize the Program for Reporting. The values in drop-down are: Education, Employment, Health Insurance, Income, Mental Health, Parenting, Shelter, Subsistence, Substance Abuse, Transportation and Unassigned.

Set Up a Programs

• Login with your credentials.
• Click the Admin menu option.
• Click the Programs menu option.
• Click the Add button on the Payment Code screen
• Enter Code: A text value; could be alphanumeric.
• Enter Description: A text description of the payment code  and its purpose.
• Select Status: as Active or Inactive.
• Select Transaction Type: as appropriate to classify the code in appropriate type for reporting.   For Programs this is always Program Time.
• Click Save.