The Programs Screen

The Programs screen (left side menu) lists every program your organization offers. Click a row’s actions menu (⋮) to edit a program — see Edit Program for what’s inside.

The list

Each row shows the program’s name and short code, short description, category, status (Active/Inactive), and created date. The five icon columns show at a glance which pieces a program has configured — a teal icon means that part is set up:

Icon	Configured piece
📋 Clipboard	Forms attached to the program
🐷 Piggy bank	Budget
⏲ Gauge	Limits
🪜 Stairs	Statuses (status workflow mapped)
👥 People	Staff assigned

Toggle Show Description to swap the icon columns for the full program description.

Screen-level actions

• Create Program — creates the program with its Basic Info; the remaining tabs (forms, budgets, limits, statuses, staff) become available once the program exists and you edit it.
• Bulk Assign Staff — assign a staff member to many programs at once with a program role: Manager, Approver, Reviewer, or Coach. Manager and Approver carry approval rights — see Statuses → Approvals.
• Budget Integrity Check — a reconciliation report that compares each budget’s recorded totals against its transaction history and flags any drift for review.