ADDING/EDITING PROGRAM TYPES

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Program Types are used when adding programs to the system. Program Types help to categorize programs.

To add or edit Program Types  ProClass Training Videos

  1. On the administration menu, select Lookups, select Programs, and then click Program Types.

    The Program Types page displays.

  2. Do one of the following:

    • Click Add new item....

      The Add Item page displays.

    • Click the Edit button next to the type you want to edit.

  3. Select the Active check-box to make the type available, or clear the check-box to make the type inactive.

  4. In the Description box, type the descriptive name for the program type.

    For example, Workshop.

  5. In the Transfer Fee box, type the amount to charge as a transfer fee for programs of this type.

  6. In the Account Code box, type the general ledger account number from your company's accounting system.

  7. Click the Confirmation Letter tab to type the text you want to appear for confirmation letters for programs of this program type.

  8. Click the Waitlist Notification tab type the text you want to appear for wait list notifications for programs of this program type.

  9. Click the Save and Return button to save the new fee type and return to the Program Types list.

To delete a Program Type  ProClass Training Videos

  1. On the administration menu, select Lookups, select Programs, and then click Program Types.

  2. Click the Edit button next to the fee type you want to delete.

  3. Click the Delete button at the top of the page.

  4. Click Yes to confirm the deletion.

NOTE:You cannot delete a type if it is currently assigned to a program