Programs Centre
The Programs Centre is used to create unique visual and information experiences for different types of users. The program that is presented to a user during their experience is selected when the experience is being configured for delivery. Program elements present different text, logos and banners to the user during their experience. For example, you may have one programfor onboarding new employees, and another program for delivering bonus letters to existing employees. For more information about delivering an experience, please refer to the Deliver An Experience guide.
Additional programs may have an associated cost – for information on adding an additional program, please contact your Account Manager or e-mail help@thinksimon.com.au.
To access this module, log in to the Control Panel from the Simon home page located at https://<yoursubdomain>.exphub.com.au/manager. Navigate to the Global Site Configuration menu and click to expand. Finally, select “Programs Centre”.
Creating a New Program
To create a new program, navigate to Global Site Configuration > Programs Centre > Add New Program. Input the name in the Program Name field (e.g. New Employees). Click Submit to Save. To learn about configuring the program, please continue reading below.
Editing a Program
To edit/configure a program, navigate to Global Site Configuration > Programs Centre > All Programs. You will then be presented with a list of all configured programs.
All Programs field definitions
Field Name |
Description |
Tips and information |
| ID | The system generated identification number given to the program. |
This ID number is a system generated field only. |
| Name | The name that has been configured for the program. |
This is the name you will see when selecting which program to allocate to the user when delivering an experience. For more information about delivering an experience, please refer to the Deliver An Experience guide. |
| Created By | The name of the administrator who created the program. |
This is automatically generated by the system. |
| Status | Shows whether the program is Active (can be selected) or Inactive (cannot be selected). |
To change a program to Active or Inactive, click the Status button. Before making a program inactive, it is important to check that there are no users with the program allocated to them (even those who have completed their experience). If a user is allocated an inactive program, they will not see any assets when they log in. |
| Last Updated/Last Updated By | The Last Updated and Last Updated By columns show the date and time the Program was last edited and which administrator made the edit. |
The time will be displayed in your organisation's configured timezone. |
| Actions | Options to Rename, Configure, Delete, and see how many users are currently allocated the program. |
If Rename is selected, you will be presented with a screen identical to the Add New Program screen. Rename the program and press Submit to save.
You will not be able to delete a program if there are users who have it allocated to them, which is indicated at the bottom of the Actions menu. We recommend making a program inactive rather than deleting, however if you need to delete a program, you will need to re-assign the users with the program attached to an alternate program first. To do this, deliver a new experience to the user selecting a new program. For more information, please refer to the Deliver An Experience guide. |
To configure and/or edit a program, select the Configure option from the Actions menu next to the relevant program. You will then be presented with a submenu of items, which are explained below.
Important note - Any changes that are made to a program will be instantly visible to any users who have that program allocated to them in their experience, including users who have already completed their experience.
1. Logo
This section controls the logo that the user will see in the top left-hand corner of each screen. To upload or change a logo, click the “Click to open file in Browser” button, and select the image from your PC. Click the submit button to save. Note – The logo needs to be saved in either a .jpeg, .jpg, .gif or .png format before you can upload it. It must be no more than 6.45cm (W) x 4.24cm (H) to optimally display in the system.
2. Banner Images
This section controls the images that the user will see on their home page. A maximum of 5 images can be uploaded. The system will automatically scroll through these images on the home page. To upload or change a logo, click the “Click to open file in Browser” button, and select the image from your PC. Click the submit button to save. Repeat this process for all images. Note – Banner images need to be saved in either a .jpeg, .jpg, .gif or .png format before they can be uploaded. The optimal size for these images is 33.85cm (W) x 9.87cm (H).
3. Home Image
This section controls the image the user will see next to the text on their home page. This is typically an image of the person who is “signing off” the Home Page Message, e.g. the CEO or Company Director. To upload or change the home image, click the “Click to open file in Browser” button, and select the image from your PC. Click the submit button to save. Note – The Home Image needs to be saved in either a .jpeg, .jpg or .png format before it can be uploaded. The image should be no larger than 12.92cm (W) x 19.05cm (H).
4. Home Page Message
This section controls the text that the user will see on their home page. This text is typically a welcome message from a member of the organisation (e.g. the CEO or the Managing Director), however you can add any text you would like.
Type “MD” in the Title field. In the Head (Tag2) field, type the heading you would like the user to see (e.g. “Congratulations and welcome to Simon”). Format the text/images you would like the user to see in the Subtitle field. For more information on adding and/or editing text and images in this section, please refer to the Editor Tool Instruction guide. For more information on utilising parameters in this section, please refer to the How to use parameters to customise your message guide.
Click the Submit button to save.
5. Main Menu Message
This section controls the text that the user will see at the top of their Main Menu. This text typically gives the user an overview of the steps they will be completing as part of their experience. Tip – If you will be delivering experiences that include different elements, or elements in different orders, using the same program, it’s important to avoid specific words such as “Step 1” or “First, you need to…”, as the order and types of elements may be different for different users.
Type “MainMenu” in the Title field. Format the text you would like the user to see in the Text field. For more information on adding and/or editing text and images in this section, please refer to the Editor Tool Instruction guide. For more information on utilising parameters in this section, please refer to the How to use parameters to customise your message guide.
Click the Submit button to save.
6. Element Headings and Instructions
This section controls the text and images the user will see in the Element section of their Main Menu. This typically involves a heading telling the user what the element is, and a short description of what they will be completing in the element.
Type the heading of the section in the Title field. The heading sits above the elements on the Main Menu. An example of a heading is “The steps you need to complete”.
For each element (Document Acceptance, Forms, Checklist and General Content), you will first need to specify a title. For example – the heading for the Forms element may be “Complete your forms”. You will then need to provide the text you would like to appear underneath the heading in the Description field. For example – the text for the Forms element may be “Complete the new employee forms including tax, super fund details and upload supporting documents such as passport or driver’s licence”. For more information on adding/removing text in this section, please refer to the Editor Tool Instructions guide.
Finally, you will need to upload an icon to appear on the module. If you do not upload an icon, a default image will be used. Note – The icon image needs to be saved in either a .jpeg, .jpg or .png format before it can be uploaded.
After all fields have been completed, click the Submit button to save.
7. Header Message
This section controls the message that the user sees in the top left of every screen as they complete their experience. The text in this section typically instructs the user of who to contact if they require assistance.
Type “HM” in the Title field. Input your Header Message in the text field. The Header Message should be brief, for example “Need help? E-Mail HR at hr@thinksimon.com.au.”.
8. MyResources
This section controls the content in the MyResources menu. The MyResources menu is contained in the cog menu which is on the left-hand side of every screen the user moves through. The content in this menu is typically any additional information you want the user to be able to access on every screen throughout their experience, for example a link to your website. This menu item is not mandatory – if you do not require a MyResources screen, simply leave this section blank. The MyResources menu option will not appear in the cog menu for users.
To configure the MyResources menu, first type what you would like the menu item to be named in the Title field. This is the title the menu item will be given in the cog menu. If you would like to leave this as MyResources, simply type MyResources in this field.
Next, configure the content that you would like to appear in the Text field. For more information on adding and/or editing text and images in this section, please refer to the Editor Tool Instruction guide. For more information on utilising parameters in this section, please refer to the How to use parameters to customise your message guide.
Click the Submit button to save.
If your organisation has API enabled, you may see an additional option to configure assignment rules. For assistance with assignment rules for your specific API configuration, or to enquire about enabling API for your organisation, please contact your Account Manager or e-mail help@thinksimon.com.au.