Knowledge Base Article

How to Create and Manage Programs

Programs in Argenta organize the ongoing work your organization runs, the people involved in it, and the money behind it. Each program is a record with its own participants, budget, sponsorships, files and notes.

Creating a Program

Go to Programs > Program List
Click Add A New Program
Fill in the program details
Save the record

What You Can Record on a Program

Program Name: required
Program Status
Program Type and Program Category
Assigned To (Team Member): the staff member responsible
Program Start Date and Program End Date
Budget
Is Program Currently Funded?
Program Description
Chapter, Division and Department

Organizations that use districts and precincts also see those two fields, with the precinct list narrowing once a district is chosen.

Program Status

Program Status draws on the same status list Argenta uses across the system, so the choices include New, Assigned, In Process, On Hold, Waiting On Client/Customer, Needs Final Approval, Approved/In Spec, In Testing/QA, Completed and Cancelled/Void. Pick the one that fits how your organization tracks progress and use it consistently.

The Program Workspace

Once a program is saved, these tabs are available on the record:

Program Details
Connections: what the program is linked to
Participants: the people in the program
Budget & Financials: projected and actual income and expenses
Program Sponsorships
Program Files
Program Notes
Record Permissions

Record Level Permissions

Each program can be set to View Only or Locked from the top of the Program Details page, which stops the record being changed by anyone without the right permission.

Best Practices

Use clear, consistent program names, since the list is searched by name
Set Assigned To so every program has an owner
Keep the status current, because it is what other people read first
Use Program Type and Program Category consistently so filtering and reporting stay useful