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Start screen
The initial Jobs view allows you to view the jobs belonging to a program using various filters depending on the information you need to find. The filters that can be used to help you find a job are country, program status and program. Once you ...
How to edit an existing program?
Editing programs has three main objectives: · Moving programs from one status level to the next based on their progress. · Modifying general information such as the program name and description. · Assigning “Facilitator” users to the ...
How to create a program?
In the configurations panel, you can create programs based on their status (In Preparation, In Progress or Finished). To do so, go to the configuration panel and locate the “Org Chart” section, as shown in the image below. You will see a screen with ...
How to assign jobs to users?
You can assign jobs to users in two ways. The first is by assigning specific jobs to a user when you create their profile, or else by going to the job screen to assign them to specific users. Assigning jobs to users must be done in the User ...
How to create a new job?
The configurations panel allows you to create a job within one of the established programs. To create a Job, click on the “Jobs” option and several filters will be displayed, which you must select in order to create the job, as shown in the following ...
Popular Articles
Which filters do I've available?
Captudata allows you to view the information using various filters previously established by your organization to organize the data. The information on the executive panel can be filtered by country or job status. These filters may be manipulated by ...
How to create new users?
To create new users, navigate to the configuration panel. You will see a screen like the one shown in the image below. Click on the User option, and then on the “Create” button. Next, a screen will be displayed similar to the one in the image below. ...
How to reset a user’s password?
In the event that a user needs to reset their password, you can enter the configuration panel and click on the option represented with a key in the Actions column, as shown in the following image. Once you press the button indicated, a confirmation ...
Form management
Form management allows you to assign forms in the system to specific users and jobs, as shown in the following image. To assign users, press the Actions button and go to the appropriate section, select the users you wish to assign and press the arrow ...
How to create a new job?
The configurations panel allows you to create a job within one of the established programs. To create a Job, click on the “Jobs” option and several filters will be displayed, which you must select in order to create the job, as shown in the following ...
