How to get here
In the left menu, click Member directory.
Find and click the member you want to view.
Go to Documents on the member's profile.
Click Personal programs.
You are now on Personal programs.
Step-by-step guide
View the programme grid
At the top of the section you see the heading Personal programs and a file count (e.g. "3 files"). Below the heading, programmes are shown as cards in a responsive grid (1 column on mobile screens, up to 4 columns on large screens). Each card contains: Document icon: A file-type thumbnail. Click it to open the programme template editor. Programme name: The name of the programme template. Last modified date: The date and time the programme was last updated. More options button (⋮): A three-dot menu in the top right corner of the card with additional actions. If there are no programmes, a "No data" message is shown instead of the grid.
Collapse or expand the grid
Click the arrow icon to the right of the heading to collapse or expand the programme list. Click the arrow again to expand and show the programmes.
Create a new personal programme
Click the + (plus) button next to the "Personal programs" heading. You will be redirected to the new personal programme form with the current member pre-selected.
Upload files
Click the + (plus) button in the panel area to open the Upload files dialog. You can drag and drop files into the upload area or click to browse your computer. Preview selected files, remove individual files, or click Remove all. Click Upload to upload the files.
Open a programme for editing
You have two ways to open a programme: Click the document icon on the card to go to the programme template editor. Click the ⋮ (more options) button and select Edit to go to the personal programme editor.
Schedule a programme
Click the ⋮ (more options) button on a programme card and select Schedule from the menu. A scheduling form dialog opens where you can schedule the programme for the member.
Delete a programme
Click the ⋮ (more options) button on a programme card and select Delete. A confirmation dialog appears asking: "Are you sure you want to delete?" Click Delete to confirm, or close the dialog to cancel. The programme is removed from the grid.
Select multiple programmes
Hover over a programme card to show the selection state. Click cards to select them. When one or more programmes are selected, a floating action bar appears at the bottom of the screen with: Checkbox: Select or deselect all programmes at once. Selected item count: Shows how many programmes are currently selected (e.g. "3 items selected"). Delete button: Deletes all selected programmes and opens a confirmation dialog. View button: Opens the sharing/invitation dialog for the selected programmes.
Share / Invite (View dialog)
Select programmes and click View. Enter an email address in the text field and click Send invitation. Click Close to close the dialog.
Do you need help?
Contact support and include information about:
The member's name and email
What you were trying to do
When the problem occurred