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📔 Create Cycle Manager for a Program

This document provides instructions to configure Cycle Manager in a Program.

Prerequisites

  • The user must have access to OpenG2P systems.
  • The user must have a Program Manager role.

Procedure

  1. Click the main menu icon and select Programs.

Programs screen is displayed.

  1. Select a program from the list of program name.

For example, here the Benefit Program is selected.

Programs/Benefit Program screen is displayed.

  1. Click the Configuration tab in the Benefit Program.

The list of various managers are displayed.

  1. In the Cycle Manager, click the Add a line.

Add: Cycle Managers screen is displayed.

  1. Click the Create button to add a new cycle manager.

  1. In the Manager drop-down field, select the default option.

A drop-down field appears.

  1. Select the option Start typing.

It enables the field to add a new cycle manager.

  1. Enter the name of the cycle manager and then click the option Create and Edit.

Create: Manager screen is displayed.

The fields and their descriptions are given below.

Field Description
Name Displays the manager name. It is a mandatory field.
Cycle Settings
Auto-approve Entitlements Check the option, if required. It is an optional field.
Approver Group Select the appropriate option from the drop-down. It is a mandatory field.
Recurrence

Select the appropriate option from the drop-down. The valid values are

  • Days - Enter the number of days to repeat the cycle of the entitlement.
  • Weeks - Enter the number of weeks to repeat the cycle of the entitlement.
  • Months - Enter the number of months to repeat the cycle of the entitlement.
  • Years - Enter the number of years to repeat the cycle of the entitlement.
  1. Click the Save button to save the data and exit from the screen.
  2. Click the Discard button to exit from the screen without saving the data .

  1. Click the Save & Close button to save and exit from the screen.
  2. Click the Save & New button to save and create new cycle manager.

The newly created cycle manger is added below the cycle manager.

This completes the process of configuration of Cycle Managers in a specific program.

Recurrence - Weeks

  1. Select the option Weeks in the drop-down.

Name of the weeks with check boxes are displayed.

  1. Check the appropriate week to repeat the cycle of the entitlement.

Recurrence - Months

  1. Select the option Months in the drop-down.

Day of Month field is displayed.

  1. Select the appropriate option from the drop-down. The valid values are:
  • Date of month
  • Day of month