This article gives instructions on how to add a participant through the WeGuide Admin portal for programs that have the type "Complex". In case you want to learn more about records and participants, please have a look at this article.

Instructions for Adding Records and Participants for Complex Programs

Step 1: Click on the Edit Programs button on the side bar

Step 2: Click on the Add Record icon  

• Click on the Add Record icon for your program to start adding a record to your program, as shown underneath. There are also a few other place where you can add records, for example from the Edit Program page or from the Record Dashboard page.
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            Adding records from the Programs Overview page

Step 3: Fill in record attributes

• Firstly, you need to add in all of your Record attributes, that you have added while setting up your complex program. If you haven't added any record attributes, then this screen will be blank
• If you've specified in the program setup that certain attributes are mandatory, then you will need to populate them in this screen, otherwise you won't be able to continue. 
• Once you have added all your details, press Next to continue.
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            Add your record details. Once done, press Next to continue.  

Step 4: Add record goals (optional)

• In case your program has goal setting enabled, then after adding the record attributes, you are now able to set up the record goals. In case you want to learn more about setting up record goals, please read the article about record goals.

Step 5: Create or add your participant(s) to the program.

• Given that you've set up a self-reported program, you won't be able to add record details. A default record ID will be created and associated with the participant that you're about to add. Click on Next to start adding your participant.
• Enter the e-mail address of the participant that you want to add, select it and press Add. In case the participant already exists in our system, then they will be added to the program. If they don't exist yet, you are prompted to enter a few more details, before we can create the participant and add them to the program, as you can see underneath.
  • When creating a participant, you will need to enter their First Name, Last name, Communication preference, Language preference and email and/or mobile. All the other fields are optional.
• In case you have added more than one participant, press next to go to the next one. The participant that are flagged as mandatory will need to be added before the record can be created. Once you're done with your last participant, press Finish

Add or create a new participant by adding in their email address. 

Step 6: All done! The participant(s) can now log in.

Now that the participant has been created, their engagements will be scheduled and they are able to log in with their email address into the application. You can find the participant and the associated record in the dashboards for your program. If your program has more than 1 participant, then now they will be able to log in. 

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