Programs Management — Product Tour

Full walkthrough

1. This is Available Programs — every program you have been made eligible for but have not joined yet. Two attributes tell you what a program is: Program Type says whether you enroll as an individual Contact or on behalf of your whole Account, and Program Accreditation says whether it is an Onboarding program (getting you operational) or an Enablement program (deepening a specialization).
2. The toolbar works the same way as every other list in the portal — Sort By to order the catalog, Filter for a narrower slice, a search box for a program by name, and the List/Thumb toggle on the right to switch between the detailed row layout and a card grid.
3. Search matches against the program name, so if your Channel Account Manager pointed you at a specific program by name you can jump straight to it instead of scrolling the catalog.
4. List view gives you the full picture per program — thumbnail, name, description, Program Type and Program Accreditation. Thumb view compresses the same catalog into cards when you just want to scan titles.
5. Take the New Partners Onboarding Program. Program Type is Contact, so you are enrolling yourself, and Program Accreditation is Onboarding, so this is the track that gets you operational as a partner.
6. Enroll is all it takes. The program moves out of the Available catalog and into My Programs with a status of Pending until your program administrator activates it.
7. My Programs is your enrollment record. The program you just joined is here at Pending, and above it sits the Wireless Widget BYOD Onboarding Program you are already working — In Progress. Same toolbar, same view toggle; the difference is that every row now carries a Status badge.
8. Get Started opens the Program Information page — the working surface where you actually complete a program. Let's open the certification program that is already in flight.
9. The header carries the program name, its current status and the description your program administrator wrote — the objective of the program and what completing it earns you.
10. The progress donut in the top right is calculated for you: completed tasks divided by total tasks across every level. You never update it by hand — finish a task and this number moves.
11. Two tabs run the page. Requirements is the work itself, broken into levels and tasks. Program Notes is the discussion board for this program, shared across everyone at your account.
12. Requirements is organized into program levels — Pre-boarding, Orientation, Training and Goal Setting. Each level header groups the tasks that belong to that stage, and the levels are worked in order.
13. Every task card has the same anatomy: a short description of what is expected, a tick that fills in when the task is done, a progress bar from 0 to 100%, and an action button — Get Started while there is work left, or Review once it is complete.
14. Here is the dependency logic. Welcome Video's Get Started button is grayed out because it depends on Submit Company Profile finishing first. The same gating applies level to level — the whole Training level stays locked until every Orientation task is done, and Goal Setting waits on Training. That is what keeps partners from skipping ahead.
15. Submit Company Profile is a File Upload requirement type, so Get Started takes you straight to the View Uploaded Files page rather than the generic task page. Let's open it.
16. The File Upload Details panel is where the deliverable lands: a Name for the submission, the Submit Proof of Performance field where you attach your company profile document, the Approval Status, and a Comments box for anything the reviewer should know.
17. Save submits the file into the approval workflow. Approval Status flips to Pending Approval and an Approval History table appears so you can see exactly who has the submission and what they have done with it.
18. This is the saved View a Uploaded File record — read-only now that it is in review. Name, the submitted file, Approval Status and your comments are all captured, with the Approval History below showing the Partner Success reviewer holding it at Pending Approval.
19. Approval History is the audit trail for the submission: the step, who submitted, who is assigned to approve, who actually acted, the resulting status, their comments and the date. Submitting the proof already satisfies the requirement — the task is complete and the Orientation level has unlocked — this table is where you track the reviewer's sign-off afterward.
20. For a standard task, Get Started opens View a My Program Level Task instead. The details section records the task's own ID, the program level it belongs to, the task name, its status and the completion date once it is finished.
21. My Program Level Task Requirements spells out exactly what has to happen for this task to count — no guessing at what your program administrator expects.
22. Once you have done the work, Complete closes the task: the status becomes Completed, today's date is stamped as the completion date, and the task's progress goes to 100%.
23. Back on Program Information, everything has recalculated. The task card shows its tick and a full progress bar, the donut has moved up, and any task that was waiting on this one is now unlocked with a live blue Get Started button.
24. Last stop — the Program Notes tab, the collaboration space attached to this program.
25. Start a Discussion posts a note with a title and body; everything below is the running thread, with likes and comments. The board is account-scoped, so every contact under your partner account can read and post here — and the history stays with the program, which makes it the natural place to ask about deadlines or share what you learned working a level.

Questions about this tour

How do partners enroll in a vendor program in ZINFI?

Partners browse an Available Programs catalog in the portal and enroll themselves. Enrolled programs appear under My Programs, where a Program Information page shows overall progress and the requirement levels still to complete.

How are program requirements tracked?

Requirements are grouped into levels with dependencies, so a later level unlocks only when the earlier one is complete. A progress donut shows how far the partner has moved, and each requirement is completed as its own task.

Can program requirements include document submission?

Yes. A File Upload requirement type lets the partner submit a document, which then goes through an approval step before the requirement counts as complete.

How long does the ZINFI Programs Management tour take?

About 8 minutes at a normal pace — 25 guided steps through the Programs Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Onboard pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Programs Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.