Managing a Program

How to create a new learning program

This article describes how to create a learning program

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Written by Kimberly Segal
Updated over a week ago

Session Management Set-up

Settings related to session management and session verification that an Admin can configure when setting up a program

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Written by Catherine Allen
Updated over a week ago

Edit a Cohort Admin

How to edit / update the cohort Admin

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Written by Jessie Szemraj
Updated over a week ago

Create a Mentoring Program

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Written by Adam Guenther
Updated over a week ago

Copy a Program

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Written by Adam Guenther
Updated over a week ago

Launch a Program

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Written by Adam Guenther
Updated over a week ago

Create a Cohort

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Written by Adam Guenther
Updated over a week ago

Program and Cohort Tagging

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Written by Adam Guenther
Updated over a week ago

Resend Invitations

Resend an invitation to an invited participant, to nudge them to enroll in the program.

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Written by Catherine Allen
Updated over a week ago

Inviting Mentees and Mentors

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Written by Adam Guenther
Updated over a week ago

Open Enrollment - Learning Program

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Written by Jessie Szemraj
Updated over a week ago

Open Enrollment - Mentoring Software

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Written by Adam Guenther
Updated over a week ago

Customizing Invitation Emails

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Written by Adam Guenther
Updated over a week ago

Matching by Admin

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Written by Adam Guenther
Updated over a week ago

Mentees Prefer, Admin Matches

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Written by Adam Guenther
Updated over a week ago

Self Matching

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Written by Adam Guenther
Updated over a week ago

How Matching by Admin Works

A

Written by Adam Guenther
Updated over a week ago

Mentee Experience in Matching by Admin

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Written by Adam Guenther
Updated over a week ago

Mentor Experience in Matching by Admin

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Written by Adam Guenther
Updated over a week ago

Admin Experience in Matching by Admin

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Written by Adam Guenther
Updated over a week ago

How Mentees Prefer, Admin Matches Works

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Written by Adam Guenther
Updated over a week ago

Mentee Experience in Mentees Prefer, Admin Matches

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Written by Adam Guenther
Updated over a week ago

Mentor Experience in Mentees Prefer, Admin Matches

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Written by Adam Guenther
Updated over a week ago

Admin Experience in Mentee Prefers, Admin Matches

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Written by Adam Guenther
Updated over a week ago

How Self Matching Works

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Written by Adam Guenther
Updated over a week ago

Mentee Experience in Self Matching

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Written by Adam Guenther
Updated over a week ago

Mentor Experience in Self Matching

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Written by Adam Guenther
Updated over a week ago

Admin Experience in Self Matching

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Written by Adam Guenther
Updated over a week ago

Step 1: Matches Ready for Admin Approval

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Written by Adam Guenther
Updated over a week ago

Step 2: Participants Waiting to be Notified

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Written by Adam Guenther
Updated over a week ago

Step 3: Pending Mentorship Acceptance

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Written by Adam Guenther
Updated over a week ago

Match Criteria Overview

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Written by Adam Guenther
Updated over a week ago

Preview or Edit Match Criteria Questions

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Written by Adam Guenther
Updated over a week ago

Editing Match Alignment

A

Written by Adam Guenther
Updated over a week ago

Matching Based on Location

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Written by Adam Guenther
Updated over a week ago

Adding or Deleting Questions from Match Criteria

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Written by Adam Guenther
Updated over a week ago

Editing Match Criteria from the Match Tool

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Written by Adam Guenther
Updated over a week ago

First Meeting Not Scheduled

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Written by Adam Guenther
Updated over a week ago

Needs Rematch

A

Written by Adam Guenther
Updated over a week ago

Match Profile Not Completed

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Written by Adam Guenther
Updated over a week ago

Survey Not Complete

A

Written by Adam Guenther
Updated over a week ago

Negative Sentiment

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Written by Adam Guenther
Updated over a week ago

Invite Not Accepted

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Written by Catherine Allen
Updated over a week ago

Match Profile Not Completed

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Written by Catherine Allen
Updated over a week ago

Onboard Call Not Scheduled

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Written by Catherine Allen
Updated over a week ago

Onboarding Past Due

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Written by Catherine Allen
Updated over a week ago

Match Not Accepted

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Written by Catherine Allen
Updated over a week ago

Survey Not Complete

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Written by Catherine Allen
Updated over a week ago

Export Mentor Pool

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Written by Jessie Szemraj
Updated over a week ago

Setting a Path to Featured

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Written by Adam Guenther
Updated over a week ago

Viewing or Editing Path Templates

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Written by Adam Guenther
Updated over a week ago

User Panel Admin Tool

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Written by Adam Guenther
Updated over a week ago

Setting Mentors to "Unavailable"

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Written by Adam Guenther
Updated over a week ago

Participant Stage Funnel

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Written by Adam Guenther
Updated over a week ago

Program Level Reporting

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Written by Adam Guenther
Updated over a week ago

Survey Responses Report

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Written by Adam Guenther
Updated over a week ago

Path Progress Report

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Written by Adam Guenther
Updated over a week ago

Add a Manager

A

Written by Adam Guenther
Updated over a week ago

Add a Manager with Bulk Invite Tool

A

Written by Adam Guenther
Updated over a week ago

Remove a Manager

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Written by Adam Guenther
Updated over a week ago

Manager Dashboard View

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Written by Adam Guenther
Updated over a week ago

Partnership Survey Emails

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Written by Adam Guenther
Updated over a week ago

Mentor and Mentee Invitation Emails (for all programs)

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Written by Adam Guenther
Updated over a week ago

Matching by Admin: Emails and Timelines

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Written by Adam Guenther
Updated over a week ago

Matching by Mentee: Emails and Timelines

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Written by Adam Guenther
Updated over a week ago

Mentee Prefers, Admin Matches: Emails and Timelines

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Written by Adam Guenther
Updated over a week ago

Expert vs Facilitator roles in Learning Paths

This article describes what the Expert and Facilitator roles can and cannot do in Learning Paths

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Written by Yves Yeung
Updated over a week ago

Export Users

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Written by Jessie Szemraj
Updated over a week ago

Invite a New Admin to the Platform

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Written by Adam Guenther
Updated over a week ago

Assign Owner / Admin / Editor Roles to Existing Users

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Written by Adam Guenther
Updated over a week ago

Create a New Workspace

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Written by Adam Guenther
Updated over a week ago