Managing your mentorship programs is now simpler than ever. On the 'Programs Page,' as an admin, you'll have a clear overview of all your programs at a glance. Designed to cater to all your administrative needs, this page is divided into three key sections, each serving a specific purpose in the lifecycle of your mentorship programs.
Created Programs
Here, you can get a complete overview of your active programs. This tab allows you to view program formats, check the status of registration and matching, monitor the number of participants and active matches, and keep track of important dates like the last registration and program creation. It also provides convenient options to duplicate, archive, or delete programs, ensuring you have full control over your active mentorship initiatives.
Program Templates
The Program Templates tab makes it easy to create a new program. It offers a selection of ready-to-use templates, including All Access, Targeted Programs, and Colleague Connect, to quickly launch a new initiative. For those who prefer a more tailored approach, there's also the option to create custom programs, giving you the flexibility to design a program that perfectly fits your organization's unique needs.
Archived Programs
Need to revisit past programs? The Archived Programs tab is your go-to resource. This section provides access to all your archived programs, allowing you to review their history and data. Use this section to review past program data and inform future planning.
How do I Archive a Program?
When your program has come to an end you can archive it to save the content and history of the program, while distinguishing it from currently active programs on your home page.
Archiving a program maintains the program, its settings, and all the data related to it, but it will be moved into the Archived Programs tab on your home page.
To archive a program, click on the 3 dots beside your program name. From here, select Archive Program:
If your program has active matches, the pop up will indicate these matches must be stopped before archiving the program:
You can also archive a program by selecting it from the Created Programs tab. From here, head over to Program Settings > General, scroll down on this page and click the Archive button followed by the Confirm button:
📌 Note: When a program is archived, users can still see their past matches but they will not be able to see or access the program any longer. You cannot archive a program that has active matches, you will need to end the matches manually as an admin before archiving: How to End a Match (Admin).
📌 IMPORTANT: Archiving a Program is Irreversible.
How do I Duplicate a Program?
Duplicating a program saves time when creating a new program and lets you test particular settings without disrupting your original program
To duplicate a program, click on the 3 dots beside your program name. From here, select Duplicate Program:
When duplicating a program, you will have the option to:
Update the program name
Reuse questions or copy questions
(See Article: Reusing Questions From Another Program)
Copy agendas
Copy email templates
Copy content library
Have more questions? Submit a request here and let us know how we can help!
