How to edit an existing program?

How to edit an existing program?

 Editing a Program in CaptuData

Editing programs in CaptuData has three main objectives:

  • Change status → Move programs from one status level to the next based on their progress.

  • Update general information → Modify details such as the program’s name and description.

  • Assign users → Add “Facilitator” users to specific programs.

🔹 How to edit a program

  1. Go to the Configuration Panel.

  2. Open the “Org Chart” section.

  3. Apply the Country and Program Status filters to find the program you want to modify (as shown in the image).

  4. Once you locate the program, click on the “Actions” button.

  5. Select Edit to update the program’s details.





Editing Program Details

Once you select the Edit action, a screen will appear (as shown in the image below).

This screen displays the program information along with its current status. You can navigate through the fields and make the necessary edits.

Remember: You must save the changes for them to be applied.


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Assigning Facilitators to a Program

Please note that Facilitators can be granted access to the entire program and all the projects created within it.

To do this:

  1. Navigate to the “Org Chart” tab.

  2. Apply the necessary filters (by status and country) to display all existing programs.

  3. Select the program you want to edit.

  4. In the edit view, you will see the list of Facilitators available.

  5. Assign the Facilitators to the program as shown in the image below. 

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