Orientation map
This page is the map. Read it once and the rest of the configuration surface stops feeling like a maze.
How a program is assembled
A program is the template: it defines who takes part, how they are paired, and what they do together. A cohort is one running instance of that program — a specific group moving through it on specific dates. You configure most things once on the program, and each cohort inherits them.
A program is built from a small set of building blocks:
- The journey — the ordered list of items a participant moves through (sessions, a matching step, a 360-feedback round, goal-setting, tasks, and so on). This is where the program is actually assembled, and it is the single richest area to configure.
- Settings — the program’s cross-cutting configuration: its branding, language, matching defaults, competencies, closure rules, and more, grouped into tabs.
- The people — who is invited into each cohort and in which role.
Where does it live? (the part everyone gets lost in)
Most confusion is not “what does this setting do” — it’s “where is it, and am I looking at the current version?” Three rules of thumb:
- Some things live in more than one place. Branding, for example, can be touched from a few entry points; the program’s Settings area is the authoritative one. When two screens seem to offer the same setting, prefer the one inside Settings.
- Some things are configured inside the journey, not as their own menu. A handshake step, for instance, is set up as an item on the journey rather than from a top-level menu — so if you’re looking for it in the main navigation, you won’t find it there.
- Some screens have a newer and an older version. A few areas (the journey item editor and the communications area among them) are mid-upgrade, so you may encounter a newer layout and an older one. The newer layout is the one to use; the older is on its way out.
What’s documented here next
- Hot-spot areas — deeper guides to the handful of areas that generate the most questions: the journey/items editor, the Settings tabs, matching (and its demand/eligibility side), and 360 feedback.
- Diagnostics — a healthy-program checklist and the most common symptom → cause → fix walkthroughs.
(This is the Tier-1 starting slice. It grows area by area; it does not yet cover every setting.)