1
Open or create the program
Use the program’s Overview and Configuration to confirm its name, status, dates, and basic setup. Draft programs are not ready for live delivery.
Programs → program → Overview / ConfigurationPrograms · Program team
Set up and run a program
Programs are the container for the people, cohorts, forms, assignments, sessions, and team work that make up a delivery experience.
Build order:Program → cohort → forms → team → placement → assignments → delivery → access
2
Create or choose the cohort
Use Cohorts for the group’s dates, team, and status. Keep the cohort details current so the roster and sessions have the right context.
Program → Cohorts → cohort → Details3
Prepare forms and the program team
Use Forms & Assessments for the information your team collects. Use Team to confirm who can work in the program. Being on the team does not automatically assign a guide.
Program → Forms & Assessments / Team4
Place people into the program
Use Roster to see members and Placement to add someone. Adding someone to a cohort does not automatically create their FORT account.
Cohort → Placement / Roster5
Manage the work they move through
Use Assignments for work and feedback, Delivery to connect work to a session, Account access for invitations, and Documents for shared materials.
Cohort → Assignments / Delivery / Account accessProgram states
- Draft: setup is still in progress.
- Active: the team is using it for live work.
- Archived: the program is retained for reference, not active delivery.
Common mistakes
- Adding someone to a cohort and expecting an account invitation.
- Putting someone on the program team and expecting a guide assignment.
- Creating a FORT session and assuming Calendly or Zoom was booked.