This article provides a step-by-step guide on how to create and use a Program Discipline Template.

Pre-Requisite

Important Note: 

By default, the Program Discipline page layout hides the related Discipline Requirements when Template = "True". This prevents users from creating new Discipline Requirements for templates.

To proceed, you will need to update the Page Layout and remove the Component Visibility Filter from the Related List component.
If you are unsure how to do this, please contact RIO Support for assistance.

Prepare Your Program Plan

Before creating a Program Discipline Template, ensure your new Program Plan is ready.
The Courses defined in your template’s Discipline Requirements must match the Courses defined in the Program Plan's Requirements that you intend to use.

If the automation detects a Course in a Discipline Requirement that is not present in the Program Plan’s requirements, it will throw an error because it cannot link the Program Plan Course to the Discipline Requirement.

Creating the Program Discipline Template

Navigate to Program Discipline and click the New Button. Fill in the form with the appropriate information, but ensure that the following are fulfilled:

• Template checkbox is ticked
• Program Plan and Program Discipline Template are left blank.

Click Save to create your new template.

Your Program Discipline template record will be created.

Defining the Template's Discipline Requirements (Group)

You will now need to define the Group which will serve as the Parent for your Discipline Requirement (Courses). For more information on the Program Requirements, refer to this article.

On the newly created template, click the dropdown arrow on the Discipline Requirement and click New. 

On the pop-up window, select the Group option.

Fill up the form appropriately and click Save.

Repeat the steps to create as many groups as needed.

Defining the Template's Discipline Requirements (Courses)

Once you have defined your Discipline Requirements (Groups), its time to populate them with the Courses used in the requirement.

Click the dropdown arrow on the Discipline Requirement and click New. 

On the pop-up Window, Select the Courses Option. Click Next

Fill up the form with the Course details with emphasis on the following:

• Leave the Plan Requirement for the Template blank
• On Parent, select one of the Discipline Requirement (Groups) you created earlier. Kindly ensure this is not left blank.

Click Save and repeat the same steps to add more Courses. Your end result template should look something like this:

Using the Program Discipline Template to create new Program Discipline

When you want to create a new Program Discipline based on your templates for your new Program Plan, do the following:

In Program Discipline, click the New Button to create your new Program Discipline. Give it an appropriate name and populate the Program Plan and Program Discipline Template that you have already prepared. Click Save.

Your new Program Discipline is created based on the template. It's Discipline requirements will be be linked based on the Plan Requirements defined in your Program Plan.