# Creating and Managing #### Creating Campaigns, Programs, and Adding Trainings **1. Creating a New Campaign**
**Step 1: Start a New Campaign** * **Navigate to the Campaigns Section**: On the main dashboard, go to the "Campaigns" section. * **Add a New Campaign**: Click the "Add New Campaign" button to start the campaign creation process. **Step 2: Define General Information** * **Campaign Name**: Enter a unique and descriptive name for your campaign. * **Campaign Note for Admin**: Optionally, you can add a note that provides context or instructions for the admins who will manage this campaign. **Step 3: Set Default Training Dates (Optional)** * **Start Date**: Set a default start date for all trainings within this campaign. * **Due Date**: Set a default due date to ensure all assigned trainings are completed by this time. **Step 4: Set Default Training Audience** * **Assign to All Learners**: Select this option if the campaign should apply to all learners within the selected companies. * **Filter by Department or Joining Date**: If you want to narrow down the audience, you can filter by department or the joining date of the learners. **Step 5: Review and Create Campaign** * **Review Default Settings**: Check all the settings to ensure they meet your requirements. * **Create Campaign**: Click on "Create Campaign" to finalize the creation. This campaign will now appear in your list of active campaigns. **2. Adding Companies to the Campaign** **Step 1: Access the Campaign** * **Select the Campaign**: From the Campaigns dashboard, click on the campaign to which you want to add companies. **Step 2: Add Companies** * **Go to the Companies Tab**: Within the selected campaign, navigate to the "Companies" tab. * **Select Companies**: Click on "Add Companies" to see a list of available companies. Select the companies you want to include in this campaign. * **Active Status**: Ensure that the "Keep As Active" checkbox is selected so that the campaign is immediately assigned to the selected companies. **Step 3: Assign Companies** * **Finalize Company Selection**: After selecting the companies, click on "Assign Companies" to include them in the campaign. **3. Creating Programs within a Campaign** **Step 1: Access the Programs Section** * **Navigate to Programs**: Within the selected campaign, go to the "Programs" tab. **Step 2: Add a New Program** * **Create Program Group**: Click "Add New Program" to start defining a new program group within the campaign. **Step 3: Define Program Details** * **Program Name**: Enter a name for the program group (e.g., “Group 1” for mandatory trainings). * **Active Status**: Ensure that "Keep As Active" is selected so that the program is automatically assigned to learners as part of the campaign. **Step 4: Review Program Settings** * **Override Campaign Defaults**: Optionally, you can set specific program defaults that differ from the campaign defaults. * **Create Program**: After reviewing, click on "Create Program" to finalize the setup of the program group. **4. Adding Trainings to Programs** **Step 1: Select the Program** * **Choose a Program Group**: From the Programs tab, click on the program group where you want to add training modules. **Step 2: Add Training Modules** * **Available Trainings**: Click on "Add Trainings" to open a list of available training modules that you can add to this program group. * **Select Training(s)**: Choose the relevant training modules from the list. **Step 3: Configure Training Settings** * **Training Dates**: Set the start and due dates for each training module to ensure timely completion. * **Requirement**: Mark the training as required if it is mandatory for all learners. * **Training Notes**: Optionally, add notes for the admin that will be visible in the training overview. **Step 4: Define Training Audience** * **Assign to All Learners**: This option assigns the training to all learners in the program group. * **Filter by Department or Joining Date**: If necessary, filter the training audience based on specific criteria. **Step 5: Assign Trainings** * **Review and Assign**: Review the selected trainings and their settings. Click "Assign Trainings" to add them to the program group.