Checklists and Programs
Introduction to the Program Module
The Program Module is the central tool for structured implementation of measures and processes in your organization. It enables you to find and work through your necessary work steps in checklists and programs.
With the Program Module, you can both participate in standardized and open processes, as well as create your own action programs.
Contents of this Documentation
Basics
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What is a checklist and how is it structured? Understand the structure and design of checklists for simple, sequential workflows.
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What is a program and how is it structured? Learn about complex, multi-stage programs with different phases and participants.
Creation and Management
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The Program and Checklist Wizard Step-by-step guide for creating new programs and checklists.
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Using Libraries Use pre-made templates and share proven programs with others.
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Task Types and the Task Wizard Understand different task types and use them strategically.
Roles and Permissions
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What are Program Managers? Understand the role and responsibilities of Program Managers.
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What are Participating Org. Units? Integrate and manage organizational units in programs.
Working with Content
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Working with the Rich Text Editor Format text, insert images, and create structured content.
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Form Builder: Creating and Customizing Forms Create your own forms for data collection and feedback.
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Using Forms Fill out, manage, and evaluate forms.
Implementation and Communication
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Completing Tasks Workflows for processing and documenting tasks.
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Inbox in Programs and Checklists Manage messages, inquiries, and status updates.
Visibility and Collaboration
- Visibility: Cooperative, Individual, and Own Programs Understand different visibility levels and use them correctly.
Getting Started
📌 New to the Program Module? Start with the basics of checklists and programs before creating your own content. The Program Wizard will then guide you step by step through creating your first program.