Frisco User Guide: Manage Program

Frisco User Guide: Manage Program

This guide will explain how to use the Manage Program page to organize programs, categories, and folders.

Step 1: Navigating to the "Manage Program" Page

1. From the dashboard, locate the left-hand navigation panel.
2. Click on Settings.
3. A sub-menu will appear. Click on Manage.

Step 2: Managing Programs

This section allows you to view and manage your programs.

• Adding a New Program:
  1. Look for the button to add a new program, typically with a plus icon (+).
  2. Click the button and follow the prompts to add a new program name.
• Editing a Program:
  • To edit an existing program, click the edit icon (usually a pencil or similar symbol) next to the program name.
• Deleting a Program:
  • To delete a program, click the delete icon (usually an 'X' or a trash can) next to the program name.

Step 3: Managing Categories

This section allows you to organize programs into categories.

• Adding a New Category:
  1. Look for the button to add a new category, typically with a plus icon (+).
  2. Click the button to open a form to add a new category.
  3. Assign if the category is for what type of user, client or staff.
  4. Assign to which Programs the category is assign to.
• Configuring a Category:
  • Programs are associated with a category and the type of users that can access them.
• Editing/Deleting a Category:
  • To edit or delete a category, use the icons in the "Actions" column next to the category.
• Searching for a Category:
  • Use the search bar to find specific categories.

Step 4: Managing Folders

This section allows you to create and manage folders associated with programs and categories.

• Adding a New Folder:
  1. Look for the button to add a new folder, typically with a plus icon (+).
  2. Click the button to open a form to create a new folder.
  3. Assign in which specific category.
• Configuring a Folder:
  • The table shows the programs, category, folder name, and allowed file types for each folder entry.
• Editing/Deleting a Folder:
  • To edit or delete a folder, use the icons in the "Actions" column next to the folder entry.
• Searching for a Folder:
  • Use the search bar to find specific folders.