1. From the Main Menu on the left, click on Programs.
2. Next, click on New Program on the top right of the screen.
3. A pop-up screen will ask you to fill in the Program Title, the Program Type, the Service Area, the Service Sub Area, and the Service Category.
Many of these are for reporting, filtering, or sorting reasons.
4. You will be taken to the main program editing screen.
5. On the right side of the screen, first check to see if the Service Category Cost Recovery Goal is what you desire and if not, you can use the slider to adjust it (it will only adjust this one program and not change the overall Service Category Cost Recovery Goal that was pre-set).
6. Enter the Current Fee for the program (if one exists, this is for comparison reasons).
7. Enter the Session, Year (fiscal year), the Start and End Time, Program Days Per Session, Minimum and Maximum Participants.
8. If you will be using PASS Lite to forward program information to the Marketing staff (brochure printer), fill in the Start and End Date, Day(s) of the Week, the Description of the program, and Minimum and Maximum age. Next you will be entering in program cost information.
9. Click on Direct Expense and fill in all the fields. Save and continue.
10. Click on Indirect Expenses and fill in all the fields. Save and continue.
11. Lastly, if required or desired, click on Send For Approval to send the single program to a Supervisor for approval.
12. Once the Supervisor approves (or disapproves) you will receive a confirmation via email (or you will see it next time you open PASS Lite).