Configure Program Management Module

Customize and configure Program Management Module features.

• PMM Customize Create Service Delivery Fields on Bulk Service Delivery Tool (BSDT)
  Add organization accounts or custom objects to program engagements and service deliveries, and and customize recipients on bulk service deliveries, quick actions, and record naming.
• PMM Customize Process Builder Automation
  Customize your Program Engagement and Service Delivery naming.
• PMM Configure Related Lists on Accounts
  Configure related lists on Accounts to easily see how an Account such as a household interacts with your programs.
• Configure Service Delivery Summary Data
  Activate the Service Delivery summary field triggers, create a scheduled job to recalculate the fields, add the fields to page layouts, and configure Absent and Present values to use the Service Delivery summary fields.
• Customize Bulk Service Deliveries
  Update Bulk Service Deliveries settings in Program Management Module to match your organization's needs.
• Add an Active Program Engagement Stage
  Set new or existing Stage values for Program Engagements as active for enhanced filtering in Product Management Module.
• Add an Active Service Status
  When you add Status values for Services, set the values as active for enhanced filtering in Product Management Module.
• Customize the Home Tab
  Customize your PMM home tab.
• PMM Configure Cohort Mass Update
  Enable mass update of program cohorts, add the Add to Program Cohort quick action to Program Engagement list views, and enable your users to inline edit multiple records on Program Engagement list views.
• PMM Enable Mass Program Engagement Creation
  Mass creating Program Engagements for a Program reduces time and effort spent by your users.
• Configure Service Schedules
  Many organizations offer one-time or recurring Services for individuals or groups. For example, your organization might offer classes, mentoring sessions, support groups, community outreach events, or other types of events. Use Service Schedules to schedule and manage these events.
• PMM Customize Fields on the Add Contact to Program Action
  Customize the fields that show when you click the Add Contact to Program button.
• PMM Customize Picklist Values
  Add or edit picklist values to reflect the way your organization works.
• Customize Attendance
  Modify how you track attendance to better suit your organization’s needs.