aesuniversity program development tool

Adsystech, Inc.

AESuniversityProgram Development Tool

Adsystech, Inc.

Program Development Tool

• What is the Program Development Tool?

• Why use it?• How to create a Program Template• How to copy the Template to Agencies• How to export the new Program

Adsystech, Inc.

What is the Program Development Tool?

• A wizard to aid Program setup in a collaborative– Simplify complex programs

• Standardize Programs across Organizations– Programs may still be customized for

each Organization• Programs are ready to use after Export

Adsystech, Inc.

Program Development Tool

• Create Template– Program and details– Program Components, Funding Codes– Activities, Milestones

• Copy to Agencies– Agencies can customize as needed

• Export Program or Program Component to Enginuity

Adsystech, Inc.

Navigating in the Tool

1. Buttons will cause an action or move you to the next page

2. Navigation Bar will return to previous page

3. Many buttons and fields will not be visible until an action is performed

• Agencies are created in Security Wizard, then added to the Project in the Tool

1

2

3

Adsystech, Inc.

Program page

1. Select Agency• Programs will display

in Program List box

2. Select Program• Details appear at right• Program Components

and Funding Codes are displayed

1

2

Adsystech, Inc.

Create new Program Template

1. Select Agency2. Enter Program

information• Program Name• Standard Name• Focus code• Question code• Start/End dates• Auto Create mode• Poverty Level• Program Area

3. Click ADD– Use SAVE to save

changes

1

2

12

3

Adsystech, Inc.

Create Program Components

1. Select Program2. Enter Program

Component information• Enter Name• Enter Description• Select Standard Name

if needed• Click Auto Create

checkbox if needed

3. Click ADD– Use SAVE to save

changes

1

2

3

Adsystech, Inc.

Create Funding Codes

1. Select Agency2. Enter Funding Code

information• Enter Name

3. If Head Start, also• Click Program Level

Funding box• Select Program• Select type of funding

4. Click ADD– Use SAVE to save

changes

1

2

3

4

Contract information is added in the database

Adsystech, Inc.

Add Milestones and Activities

1. Select Program2. Select Program

Component3. Click PROCESS• The next page will

automatically open

1

2

3

Adsystech, Inc.

Steps and Milestones - 1

1. Enter Step name2. Click ADD

• Step is displayed• Add Milestone link

appears

3. Highlight Step in step box• Right click and select

COPY

4. Click ADD MILESTONE link• The next page will

automatically open

1

23

4

Adsystech, Inc.

Steps and Milestones - 2

1. Click in Milestone field• Enter Milestone or right

click and select PASTE

2. Click SAVE• If adding Performance

Measures now:3. Select Category4. Select Investor Goal

Listing item5. Select Measure List6. Click SAVE at bottom• Click PROCESS to

return to Process page

12

3

4

5

6

If Investor Targets and Performances Measures are already available in

Enginuity, do not add them here

Adsystech, Inc.

Add Activities

1. Enter Activity Name (Required)2. Enter Activity information:

• Enter Description• Select Standard Name (R)• Select Focus Code if needed• Select Funding Code (R)• Select Activity Type (R)• Enter Question Code if needed• Enter Max if needed• Check Auto Create if needed• Check Show in RSM if needed

3. Click ADD• Use SAVE to save changes

1

2

3

Adsystech, Inc.

Add Milestone details & Forecast

• For each Milestone, enter: 1. Description2. Verification3. # Achieving

• This is how many clients are expected to complete this Milestone

4. Days to Achieve• This is number of days expected

for clients to complete this Milestone

5. # In Service• This is number of clients

currently in Program at this Milestone level

6. Click SAVE when finished

1 2 3 45

6

A Forecast is not required to use the Program Development Tool

Adsystech, Inc.

Add additional Head Start setup

1. Head Start can create:• Holidays• Instructors• Classes

• Buttons will open a new page and will not be active unless Head Start program is active

1

Adsystech, Inc.

Add HS Holidays

• For each Holiday: 1. Enter Operation Year2. Enter Holiday Name3. Enter Date4. Click ADD

• Use SAVE to save changes

1

2

3

Adsystech, Inc.

Add Instructors

• For each Instructor: 1. Enter First Name2. Enter Last Name3. Click ADD button

• Use SAVE to save changes

1

2

Adsystech, Inc.

Add HS Locations

1. Enter Location Name2. Click ADD• Repeat for additional

Locations3. Select Program4. Select Location for that

Program5. Click button• Repeat for additional

Locations and Programs

1

2

3

45

Adsystech, Inc.

Add HS Classes

1. Select Program and Location

2. Enter Class information:• Name• Class Type & Max #• Start/End Dates & Times• Days of Week• Student & Adult Meals

3. Click ADD4. Select Instructor5. Click SAVE– Repeat for additional

Classes and Locations

1

2

3

4

5

Adsystech, Inc.

Add HS Meal Plan

1. Enter Meal Description2. Enter Start & End Time

for each Meal type3. Click ADD– Repeat for additional

Meal Plans if needed4. Select Location(s)5. Select Meal Schedule6. Click ASSIGN– Repeat for additional

Meal Plans &Locations

1

2

3

4

5

6

Adsystech, Inc.

Program Template is complete

• The Program can now be copied to other Agencies– The Program may be modified by other Agencies

• The Program can now be exported to the database• Changes made in the Tool after export will not affect the new

Program in the database• Changes made in the database will not affect the setup in the

Tool

Adsystech, Inc.

Copy Program Template

1. Copy Programs• Copy Program from

one Agency to Your Agency

2. Copy To• Copy Program from

Your Agency to a different Agency

• Agencies can made modifications after Copy

1 2

Adsystech, Inc.

Export Program to database

• Select Agency and Program first, then click EXPORT1. Domain URL will be displayed2. Select Agency, Program, Component if needed3. Click By Program or By Program Component4. Select Milestone Year and Start & End Dates5. Select Application6. Select Role7. Click CONVERT

1 2