Cycles control the timing of surveys and plans. Each cycle is made up of stages and each stage lasts for a certain number of days. CompetencyCore comes with cycles you can customize, or you can create your own. You can also clone a cycle instead of creating a new one.
Step 1. Go to administration
Click the gear icon on the top right of you screen to go to Administration.
Step 2. Open cycles
Click the expand icon beside Features in the Administration menu and choose Cycles.
Step 3. Choose edit or clone
Point to a cycle gear icon and choose Edit or Clone and then click OK.
Step 4. Modify details
Change the name and description if needed and click Save.
Step 5. Edit stages
Scroll to the Stages in this Cycle table, point to a stage gear icon , and choose Edit. You can change the name, description, and stage length (the number of days) and click Save.
Step 6. Set defaults
This step is optional and only applies if you’re using a cycle for plans. Click Cycle Defaults under Features in the Administration menu. Select your cycle in the index. The stages appear with a switch for each participant group. Turn on the switch in the stages where you want a participant group to have access to the plan and then click Confirm. You’ll be able to modify these defaults, but setting them here instead of on each plan saves time.