AESuniversity Program Development Tool

1. AESuniversityProgram Development Tool

2. 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

3. 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

4. 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

5. Navigating in the Tool 2 1 3 Buttons will cause an action or move you to the next page Navigation Bar will return to previous page 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

6. Program page 1 2 • Select Agency • Programs will display in Program List box • Select Program • Details appear at right • Program Components and Funding Codes are displayed

7. Create new Program Template 1 1 2 2 3 • Select Agency • Enter Program information • Program Name • Standard Name • Focus code • Question code • Start/End dates • Auto Create mode • Poverty Level • Program Area • Click ADD • Use SAVE to save changes

8. Create Program Components 1 2 3 • Select Program • Enter Program Component information • Enter Name • Enter Description • Select Standard Name if needed • Click Auto Create checkbox if needed • Click ADD • Use SAVE to save changes

9. Create Funding Codes 1 2 3 4 Contract information is added in the database • Select Agency • Enter Funding Code information • Enter Name • If Head Start, also • Click Program Level Funding box • Select Program • Select type of funding • Click ADD • Use SAVE to save changes

10. Add Milestones and Activities 1 2 3 • Select Program • Select Program Component • Click PROCESS • The next page will automatically open

11. Steps and Milestones - 1 4 1 3 2 • Enter Step name • Click ADD • Step is displayed • Add Milestone link appears • Highlight Step in step box • Right click and select COPY • Click ADD MILESTONE link • The next page will automatically open

12. Steps and Milestones - 2 2 1 3 4 5 6 If Investor Targets and Performances Measures are already available in Enginuity, do not add them here • Click in Milestone field • Enter Milestone or right click and select PASTE • Click SAVE • If adding Performance Measures now: • Select Category • Select Investor Goal Listing item • Select Measure List • Click SAVE at bottom • Click PROCESS to return to Process page

13. Add Activities 1 2 • Enter Activity Name (Required) • 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 • Click ADD • Use SAVE to save changes 3

14. Add Milestone details & Forecast 5 1 2 3 4 6 A Forecast is not required to use the Program Development Tool • For each Milestone, enter: • Description • Verification • # Achieving • This is how many clients are expected to complete this Milestone • Days to Achieve • This is number of days expected for clients to complete this Milestone • # In Service • This is number of clients currently in Program at this Milestone level • Click SAVE when finished

15. 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

16. Add HS Holidays 1 2 3 • For each Holiday: • Enter Operation Year • Enter Holiday Name • Enter Date • Click ADD • Use SAVE to save changes

17. Add Instructors 1 2 • For each Instructor: • Enter First Name • Enter Last Name • Click ADD button • Use SAVE to save changes

18. Add HS Locations 1 2 3 4 5 • Enter Location Name • Click ADD • Repeat for additional Locations • Select Program • Select Location for that Program • Click  button • Repeat for additional Locations and Programs

19. Add HS Classes 1 2 3 4 5 • Select Program and Location • Enter Class information: • Name • Class Type & Max # • Start/End Dates & Times • Days of Week • Student & Adult Meals • Click ADD • Select Instructor • Click SAVE • Repeat for additional Classes and Locations

20. Add HS Meal Plan 1 5 2 3 4 6 • Enter Meal Description • Enter Start & End Time for each Meal type • Click ADD • Repeat for additional Meal Plans if needed • Select Location(s) • Select Meal Schedule • Click ASSIGN • Repeat for additional Meal Plans &Locations

21. 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

22. Copy Program Template 1 2 • Copy Programs • Copy Program from one Agency to Your Agency • Copy To • Copy Program from Your Agency to a different Agency • Agencies can made modifications after Copy

23. Export Program to database 1 2 Select Agency and Program first, then click EXPORT Domain URL will be displayed Select Agency, Program, Component if needed Click By Program or By Program Component Select Milestone Year and Start & End Dates Select Application Select Role Click CONVERT