Manage programmes

In Docfield, you can add, edit, and link programmes to documents. By managing programmes centrally, data is automatically filled in through smart fields. This reduces manual work and prevents errors.

In this guide

Add and manage training programmes

Add a programme

Edit programme

Delete programme

Programme Smartfields

Link programme to a document

Add and manage training programmes

In the main navigation, go to Programmes to manage programmes.
First, make sure the lists Title after programme and Academy are complete before adding a new programme. Then you can start adding programmes.

Add a programme

1. Click + New programme.

2. Fill in the fields:

   • Name
   • Academy
   • ISAT code
   • Title after programme

3. Click Save.

The training programme is now in the list and can be used directly in documents.

Edit programme

1. Click the three dots on the right of the relevant programme and select Edit.

2. Adjust the fields (Name, Academy(ies), ISAT code, Title after programme).

3. Save the changes.

All changes are automatically applied to linked documents.

Delete programme

A programme can only be deleted if no documents are linked to it.

1. Find the programme and click the three dots.

2. Select Delete.

• Are there any documents linked? If so, unlink them first.

• If 0 documents are linked, the programme will be deleted immediately.

Programme Smartfields

In templates, standard programme Smartfields are available. These are automatically populated with the correct information as soon as you link a programme to a document.

Available smart fields are:

• Programme: Academy

• Programme: ISAT code

• Programme: Name

• Programme: Name with ISAT code

• Programme: Title after programme

For example, if you add the smart field Programme: Name in a template, the name of the linked programme will appear automatically.

Link programme to a document

1. Create a Document 

2. Fill in the document properties:

   • Name of the document

   • Select one or more programmes

   • Choose the correct folder and style

3. Click Create
   

All smart fields in the document are now automatically populated.

Want to change the programme in the document later?
Go to Document Properties via the three dots in the top right and adjust the linked programmes there.