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Creating & Modifying Program Criteria
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Updated
ByGivingTrax
Program criteria are selected using the profile / program vertical setup menu selections. Starting at the top, this menu provides the ability to enter basic information including address and contact info, applicable workflow, program criteria and eligibility, permissions and settings.
Menu items to create & modify programs include:
- Basic Info & Profile Name
- Select Workflow
- Employee Programs
- Employees
- Employee Matching
- Volunteerism
- Set Employee Caps
- Add Campaigns
- Disaster Response
- Match Challenges
- Volunteer Events
- Projects
- Corporate Programs
- Grants / Community Giving
- Sponsorships
- Causes
- Eligibility Criteria
- Budgets
- Create GivingTrax Page
- Permissions
- General Settings
- Page Settings
- Employee Permissions
- Employee Buttons
- Forms
- Standard Forms
- My Forms
- All Form Fields
- Auto Scoring
- Messages
- General Messages
- Employee Messages
- Settings
- Copy Features