ConductorbyCastlight
Prism AI
MM
Client programs / {{ clientCanvas.clientName }} / {{ clientCanvas.programName }}
Request new action or segment
{{ cfCreatedMsg }}
Request submitted — the governance team will review it in the request queue.
{{ clientCanvas.clientName }}· Changes here apply to this client only
{{ clientCanvas.programName }}
Actions
{{ row.name }}
{{ row.disabledNote }}
pts Reset to global
Eligibility
{{ clientCanvas.eligDefaultLabel }}
Save Field: {{ cl.field }} Edit mapping Map field
AND
New client program

{{ pw.title }}

Draft
    2.

Clients and template

Choose the clients and the program template this program starts from.

Clients

Who this program runs for
Clients
No clients match your search.
{{ pw.clSelCount }}
{{ pw.clientCount }}
{{ pw.e.client }}

Program template

The actions and eligibility this program starts with
Only live templates are listed. Changes you make here apply to this client only.
{{ pw.e.tpl }}
{{ pw.tplName }}{{ pw.tplDesc }}{{ pw.tplMeta }}

Actions and points

Turn actions on or off, set the order members see them in, and override points for this client.

Actions

{{ pw.actsCount }}
{{ r.name }}{{ r.sub }}
pts
Leave points blank to use the global value.
{{ pw.e.acts }}

Eligibility

Choose which of the client’s members can join, and map any segments the template requires.

Who can join

Starts from the template’s default. Changes apply to these clients only
Segments
No segments match your search.
{{ pw.sgSelCount }}
Members in any selected segment can join. Missing a segment? Request one from the program’s setup page.
{{ pw.e.segs }}

Required by the template

Map these to the client’s data
This template sets no required eligibility rules.
{{ c.help }}
Primary member or spouse
AND
{{ pw.e.map }}

Review and publish

Check the program before it goes live for this client.

Summary

{{ pw.title }}
{{ r.k }}
{{ r.v }}
{{ pw.footNote }}

Client programs

Each client program starts from a program template in the action registry. Turn actions on or off, override points and map eligibility for one client. The global template stays unchanged.

{{ cfCreatedMsg }}
That program template couldn’t be found. It may have been removed. Pick one from the program templates list.
{{ cpCountLabel }}
Program
Client
Status
Actions on
Overrides
{{ r.name }}{{ r.tplText }}
{{ r.client }}
{{ r.status }}
{{ r.onText }}
{{ r.ovText }}
{{ cpEmptyText }}
{{ cpNoProgText }}

New template

A template saves a behavior and its actions. The challenge wizard or program canvas sets everything else.
Used for
Start from
{{ tf.actsLabel }}
{{ tf.noActsText }}
Behavior{{ tf.inferNote }}
{{ drawerAction.name }}
{{ drawerAction.status }} {{ drawerAction.usageText }}
{{ drawerAction.desc }}
Measurement unit{{ drawerAction.unit }}
Data source{{ drawerAction.sourceText }}
Linked behaviors
{{ l.beh }}{{ l.pillar }}
 {{ drawerAction.noLinkNote }}
Challenge metrics and units
{{ m.label }}{{ m.uoms }}
{{ drawerAction.challengesTitle }}{{ c }}
Version history
{{ v.v }} · {{ v.date }}
{{ v.note }}
Impact — {{ drawerAction.usageText }}
{{ im.client }}
{{ im.program }}
Edit action
{{ stubHeader }}
Full authoring for new library entries lives outside this prototype's scope. The request flow (screens 11–12) shows how new actions and segments get proposed and approved.
Got it
Configure gamification
{{ canvasProgramName }}
 Done
Configure completion rule
{{ canvasProgramName }}
{{ completionNPre }}{{ completionNPost }}
{{ completionExample }}
Done
Configure sequencing
{{ canvasProgramName }}
Done
Configure incentive
{{ canvasProgramName }}
Default points per action
 Done
Configure eligibility
{{ canvasProgramName }}
AND
AND
{{ eligSummaryText }}
Done
Publish {{ canvasProgramName }}
This makes the following available to every client pulling this template:
Actions: {{ publishSummaryActions }}
Gamification: {{ gamificationSummary }}
Incentive: {{ incentiveSummary }}
Eligibility: {{ eligSummaryProgram }}
Completion: {{ completionSummary }}
Creates version 4. Clients already running v3 keep their current configuration until they pull the update.
Cancel Publish globally
Request a new action or segment
Cancel Submit request