Help Articles

Adding a Program

This article will describe the basics of Programs

NOTE: This article is intended for Regulators. If you received an email to participate in a program, click here.

OVERVIEW

A retirement program offers an easy way to compile retired certificates for a specific set of criteria. Users may personalize programs to only show relevant retired certificates. Programs can be set up for both compliance and voluntary use.

GETTING STARTED

In order to see the new feature and create programs, you will need to enable your permissions.

You should now see ‘Programs’ in the taskbar

Adding a Program

Let’s start be clicking on the ‘Programs’ button in the taskbar. Any active programs will be listed in the table on this page. 

This is the Ruleset page. PLEASE NOTE THAT NO RULES ARE REQUIRED

After you have applied your rules, if any, click ‘Continue’. The next page will allow you to add participants to your new program. 

You should now see your Program on the Active Programs list!