Program Options
This video goes over the various options a user has once a program has been created on the ADA Platform.
Introduction
- Overview of the video's focus: Exploring options for applying changes to existing ADA programs.
Accessing Program Options
- Explanation that options are available by scrolling over to the top right of the program screen on the ADA Platform.
- Highlighting the presence of three dots as the access point for program options.
Activate Program
- Description of the "Activate Program" option
- Activating the program across spend files and applying previously added variables.
Edit Program
- Explanation of the "Edit" option
- Making changes to the program, including modifications to the target audience, financing rates, and harmonization groups.
Clone Program
- Purpose of the "Clone" option
- Creating duplicates of existing programs for scenarios where slight tweaks are needed without disrupting the original.
Recalculate Program
- Use of the "Recalculate" option
- Triggering recalculation after making edits, especially when new suppliers are added for program analysis.
Delete Program
- Cautionary note about the irreversible nature of the "Delete" option.
- Advising against accidental deletions and the need to recreate the program from scratch.
New Program
- Explanation of the "New Program" option
- Initiating the creation of a new program using templates.
0:00 - In this video we will go over the options users have to apply to programs which were already created which can used to alter the existing program.
0:13 - on the screen of the program you scroll over to the top right you will see three dots. When you select these you'll have a few options and we will go through them now.
0:23 - if you click activate program this will activate program across your spend file the variables that were previously added to the program any Any fighting?
0:33 - Thing rates are harmonization groups of that sort The next is the edit that's if you want to make any changes to your program about who it applies to financing rates harmonization groups this is where you do that when you click edit The next one is clone Love.
0:49 - This is if you want multiple programs and you would like to duplicate the one that you currently have a good scenario for using this would be if you didn't want to alter your original program and make one slight tweak without having to recreate everything.
1:05 - You can clone this program and then go in and edit and make the changes you need without disrupting the original program The next button is recalculate this is something you hit if you've if you've edited anything and you need the program to be recalculated new suppliers were added you must recalculate
1:27 - them to include them in the program analysis The next option is delete this will delete the program there is no reverting back from this so if you ever
1:37 - Or do delete by accident you're going to have to recreate the program from scratch to get it back The last option is new program if you want to create another program this will pop you into the new templates and the first step of creating a new program