Create a programme

Your campaign goals will be informed by your organisational strategy and objectives. Campaign goals are achieved by implementing programmes. Note that because different programme types exist, you may have more than programme in your campaign. 

Below you will find step-by-step instructions on how to set up a programme for your campaign.

Add a programme 

Basic information 

1. Click on the ‘Settings’ icon . 
2. Select the ‘Programme management’ tab. 
3. To create a new programme, click ‘Add new programme’  
4. Add basic information by entering: 
5. The programme name 
6. A brief programme description 
7. A start and end date 
8. A measurement category, e.g., goals, values OKRs, KPIs, KPAs, etc.  
9. Click ‘Save and exit’ to store your programme setup for another time. To complete the programme setup, see ‘Edit programme’, or
10. Click ‘Next’ to continue.

Participation rules 

Permission to receive recognition 

1. To give all users recognition-receiving permissions, tick the box ‘Everyone’. 
2. To give recognition-receiving permission to specific users, un-tick the ‘Everyone’ box and add users or departments individually 

Permission to send recognition 

1. To give all users on the programme recognition-sending permission, tick the ‘Everyone’ box. 
2. To give recognition-sending permission to specific users, un-tick the ‘Everyone’ box and add users or departments individually. 
3. To give recognition-sending permission to the same set of users that have recognition-receiving permission, tick the ‘Same as receiving’ box. 

Permission to view recognition 

1. To give all users on the programme recognition-viewing permission, tick the ‘Everyone’ box. 
2. To give recognition-viewing permission to specific users, un-tick the ‘Everyone’ box and add users or departments individually. 
3. To give recognition-viewing permission to the same set of users that have recognition-receiving permission, tick the ‘Same as receiving’ box. 
4. Click ‘Next’ to continue, or  
5. Click ‘Save and exit’ to store your programme setup for another time. To complete the programme setup, click the three dots at the end of the programme’s entry in the ‘Programme management’ screen and select ‘Edit’. (See ‘Edit programme’). 

Measurement 

Add new metric 

1. Click on ‘Add new metric’ to open the ‘Add new metric’ dialog. 
2. Give your metric a clear and descriptive name. 
3. Add an icon to your metric by clicking the ‘+’ above your metric’s name. You can add your own icons (sizing 200x200; transparent background, as a .png or .jpg format) or choose from the predefined metric icon library. 
4. Provide a ‘Metric description’ that clearly explains what is being measured. 
5. Click ‘Save’ to add your new metric to the list. 
6. Repeat as necessary, for all the metrics you will be using on the programme. 
7. Note: To edit, deactivate or delete a metric, click the three dots at the top of the metric’s card . 

Edit a metric 

1. Clicking on ‘Edit’ will open the ‘Edit metric’ dialog. 
2. Here you will be able to select a different icon from the library or upload a custom graphic for your metric. 
3. Edit the metric name, if necessary, and provide a clear description of what the metric is measuring. 
4. Click ‘Save’ to finalise your edits. 
5. Click ‘Next’ to continue, or  
6. Click ‘Save and exit’ to store your programme setup for another time. To complete the programme setup, click the three dots at the end of the programme’s entry in the ‘Programme management’ screen and select ‘Edit’. (See ‘Edit programme’). 

Programme summary 

1. Verify that the details you have entered are correct by checking the ‘Programme summary’. 
2. Click ‘Back’ if you need to go back and change any of the measurements, participation rules, or basic details. 
3. Click ‘Save and exit’ to store your programme setup for another time. To complete the programme setup, click the three dots at the end of the programme’s entry in the ‘Programme management’ screen and click ‘Edit’. (See ‘Edit programme’). 
4. Click ‘Activate’. Your new programme will be added to the list in ‘Programme management’.