What is Programs?

The 7Geese Programs feature automate some of the key performance management processes in 7Geese, helping you get more people completing key activities, while removing the time and stress of administrative tasks like sending reminder emails or manually generating reports. 

7Geese Programs is designed to help you plan, run and report on the key performance management activities in your organization. By setting up programs, 7Geese can automatically trigger notifications to the appropriate people at the appropriate time.  Programs can also be setup to recur regularly, making it the foundation of an effective continuous performance management program. 

Programs navigation

To get started, click on the "Programs" navigation option, located in the sub-nav menu of the 7Geese header.

Note: The Programs sub-nav option is currently only available to admins.

Programs Home Page 

Once on the Programs home page, a new program can be created by clicking one of the options on the left side. There are a number of programs that can be created, each will allow you to setup notifications for participants to complete the specified activity at the specified time. Details of each activity can be found in the sections below. 

As programs are created, they will be populated in a chronological list on the right side of the Programs home page, grouped by calendar quarter. Each program will specify the due date to the left of the program, a repeating indicator if it is a repeating program, and the current status of the program. 

Clicking on the title of a program will take you to that program's detail page, where you can see the details of the program, as well as reporting for who has and has not completed the program. 

To suspend, delete or edit any program, click the program title to go to the details page, where you'll be able to perform these actions.

Program status

All programs will have a current status.  The status is a quick visual indicator of what is happening with that program

Enabled

Programs with the "Enabled" status are scheduled and will send notifications to participants that haven't completed the plan criteria by the specified dates. 

Suspended

Programs with the "Suspended" status are in a disabled state and will not send notifications to participants on the specified dates. Suspended programs can be re-enabled, and notifications will begin again on the next specified date. If a suspended program has a notification that is scheduled for same day it gets set to "Enabled", that notification will have already been skipped, and it will not be sent to participants. 

Suspending or enabling a program

To suspend or enable a program, click into the detail view of the program, click the "Actions" button in the upper-right corner, and select either "Suspend program" or "Enable program". 
 

Draft programs

When a new program is created, all updates will be auto-saved to ensure no data is lost due to unexpected page navigation, or loss of internet.

When a program is auto-saved in an incomplete state, it is marked as a "draft", and can be found at the top of the Programs home page in a section called "My draft programs".

You will only see the drafts that you have created on the Programs home page, however you can share the direct URL to a draft program with others, if you would like to have someone else review or edit the program. 

Creating programs

To create programs see our support guides for each program:

More programs will be linked here, as we released them. 

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