The Programs catalog: hero, Active, Drafts, and Sunset rows

What the Programs catalog is

A program is how HQ codifies something the whole network is expected to adopt: an approved-vendor list, a carrier's preferred-contractor network, a TPA enrollment, a training catalog, a brand standard, a safety requirement, or a marketing co-op. Instead of a policy sitting in a document nobody opens, a program in Verinode is a live record with a status, an enrollment model, a set of approved external parties (vendors, carriers, labs), and a roster of franchisee memberships attached to it.

The Programs catalog is the landing page for that whole catalog: one hero panel that totals what is live across the network, and three rows underneath it, Active, Drafts, and Sunset, that group every program in the group by where it sits in its lifecycle. It replaced the older settings-page program admin so that creating and managing a program lives on the program's own page rather than buried in Settings.

Verinode does not decide which vendors or carriers a franchisee works with. HQ authors the program and its terms; franchisees enroll, comply, or don't. Programs surface who is approved and who is enrolled, they never expose a franchisee's underlying business numbers.

Where to find it

Open Programs from the HQ sidebar at hq.verinode.ai/programs.

Layout: hero, tabs, three rows, and a legacy admin panel

Reading the page top to bottom:

1. A row of type-filter tabs (All, Vendors, Carriers, TPAs, Co-op, Training) plus a Draft a program button, both explained below.
2. The hero panel, one dominant number (active programs across the network) with three secondary counts beside it.
3. The Active row: tiles for every program with status Active.
4. The Drafts row: tiles for every program with status Draft.
5. The Sunset row: tiles for every program with status Sunset.
6. Below the row stack, a legacy Admin panel for the older preferred-vendor / preferred-carrier / preferred-TPA directory (see the last section).

If you are an admin, a + New program button sits in the page header, top right, next to the Programs title.

The hero panel

What it is. A single flat band, no card frame, that anchors the page on the network's live program count. It sits above the three rows.

What you see:

• Eyebrow: "Network programs."
• Headline: the count of Active programs across the network, animated as it counts up on load.
• Pill next to the headline:

- If any programs are active, the pill reads "N live" in the expand (green) tone. - If none are active but at least one is in draft, it reads "N in draft" in the maintain (yellow) tone. - If there are no active programs and no drafts, it reads "Nothing live" in a neutral tone.

• Sub-line under the headline:

- When the group has both zero active and zero draft programs, it reads: "Programs let HQ codify what the network adopts: preferred vendors, carrier partnerships, TPA programs, training catalogs, and marketing co-op. Use the New program button to draft your first." - Otherwise it reads a live count: "N approved party(ies) across the network. N franchisee enrollment(s)." Approved parties are the vendors, carriers, or labs a program has qualified in; enrollments are franchisee memberships attached to a program, whether mandatory, opt-in, or on an approved list.

• Three secondary counts, right of the headline:

- Vendor approval / Programs: how many vendor-approval-type programs exist in the group, active or draft. - Carrier + TPA / Insurance partners: the combined count of carrier-type and TPA-type programs. - Drafts / Pending activation: how many programs across all types currently sit in draft. This tile turns maintain (yellow) once the count is above zero, neutral when it is zero.

Important: the hero counts never filter. When you use the type-filter tabs above the hero to narrow the Active/Drafts/Sunset rows to, say, just Carriers, the hero panel keeps showing network-wide totals across all program types. The hero is your orientation point regardless of which tab you are viewing; only the three rows below it change with the filter.

The type-filter tabs

Above the hero, a pill-style tab strip lets you narrow the page to one kind of program: All, Vendors, Carriers, TPAs, Co-op, Training. Clicking a tab changes the URL (?type=vendor_approval, and so on) and re-filters the Active, Drafts, and Sunset rows to that program type only. It does not affect the hero panel, which stays network-wide as described above.

Three program types exist in the catalog without a dedicated tab: cert mandate, brand standard, and safety. Programs of these types can still be created and will still appear in the Active/Drafts/Sunset rows under the All tab; they are simply not filterable individually from this tab strip yet. They are destined for their own Standards surface as that work matures; see Standards audits and Standards conformance.

Starting a new program

There are two separate ways to start a program from this page, and they are not interchangeable.

+ New program (header button, admins only). Opens a short modal: pick a Type from five choices (Vendor approval program, Carrier program, TPA program, Marketing co-op, Training), enter a Name, and optionally a Description. Each type comes with sensible defaults shown as a note under the fields, for example picking Vendor approval program shows "Defaults: enrollment approved_list, audit cadence annual, partner kind vendor. These flip later from the program detail surface." The five type defaults are:

| Type | Enrollment | Audit cadence | Partner kind | |---|---|---|---| | Vendor approval program | Approved list | Annual | Vendor | | Carrier program | Opt-in | Quarterly | Carrier | | TPA program | Opt-in | Quarterly | TPA | | Marketing co-op | Mandatory | Monthly | None | | Training | Opt-in | Event-driven | None |

The modal's save button reads Save draft, because every program created this way lands in the Drafts row first. Nothing goes live until you open the program's detail page and activate it there.

Draft a program (next to the type tabs, admins only). A guided, multi-step wizard, but only for vendor-approval programs, and only when the network already has vendor categories to build one around. Clicking it walks you through:

1. 1Choose an Area. Search or scroll a list of vendor categories in your network and pick the one this approval program should cover.
2. 2What the Program Requires. Confirm or edit the suggested program name, describe (as a comma-separated list) what a vendor has to do to qualify, optionally tap the carriers this program must satisfy, and list any tools it needs to integrate with (for example, Xactimate, QuickBooks).
3. 3Review and Draft. A summary of Area, Name, Enrollment, Audit cadence, Requirements, Carriers, and Integrations, with the note "Creates a draft program. Nothing goes live until you review the qualifying vendors and activate it." Click Create draft to finish.

Once created, the wizard confirms "Draft Created" with the note "Your draft program is ready for review. Set the qualifying vendors and activate it when you are happy with the terms," and a link to open the new draft's detail page directly.

The Active row

Every program with status Active, across the network, shown as a horizontal row of wide tiles (or filtered to one type if a tab above is selected). Each tile shows:

• Label (top): the program type in plain language, one of Vendor approval, Carrier program, TPA program, Cert mandate, Training, Brand standard, Safety, or Marketing co-op.
• Headline: the program's name.
• Sub-line: whichever of these apply, joined together: "N approved vendor(y/ies)" (or carrier, TPA, lab, whatever partner kind the program uses), "N enrolled," and "N on probation" if any franchisee enrollments are currently flagged probation or decertified. If none of these have data yet, the sub-line falls back to the first 80 characters of the program's description, or "Not yet wired up" if there is no description either.
• Meta line: "Activated N days ago" if the program has an activation date, otherwise "Created N days ago." This reads "today" on day zero, "1 day ago" on day one, and switches to "N months ago" past 30 days.

Clicking a tile opens that program's own detail page, where the vendor rubric, carrier KPI matrix, co-op terms, approved parties, and enrollments live. Marketing co-op programs open a dedicated ledger view instead of the generic detail page, since co-op programs track a running contribution and reimbursement balance that the other program types don't have.

Empty state. When no program in the current view is active, the row reads: "No active programs for this view. Activate a draft below or create a new program with the header affordance." ("Below" points at the Drafts row directly underneath; "the header affordance" is the + New program button.)

The Drafts row

Every program with status Draft. Tiles here render with a neutral border accent (no type color), and show:

• Label: the program type.
• Headline: the program's name.
• Sub-line: the first 80 characters of the description, or "No description yet" if none was entered.
• Meta line: "Created N days ago."

Clicking a draft tile opens the same detail page as an active program; that's where you review the terms and flip it live.

Empty state. "No programs in draft. Activate one from here when ready."

The Sunset row

Every program with status Sunset, the state a program moves to when HQ is winding it down without deleting its history. Tiles show:

• Label: "{Program type} · Sunset," for example "Carrier program · Sunset."
• Headline: the program's name.
• Sub-line: the same approved-party / enrolled / on-probation summary the Active row uses, when that data exists.
• Meta line: intentionally blank. A sunset program's activation date is no longer the relevant fact once it's winding down.

Empty state. "No sunset programs."

The legacy Admin panel, below the rows

Underneath the three rows sits a separate, older panel labeled Admin, with the heading "Preferred Vendors" (or Carriers, or TPAs, depending on which of its own three tabs, Vendors / Carriers / TPAs, is selected). This predates the program primitive above it and still feeds the systems that read the older preferred-partner tables: operator badges and franchisee adoption metrics across the network. Its subhead reads: "Tiered partner directory. Picks here flow into operator badges and adoption metrics across the network."

Each tab shows a table with four columns:

• Name: the vendor, carrier, or TPA's name.
• Tier: Approved, Preferred, or Required, shown as a small pill.
• Adoption: the percentage of franchisees using that partner, or a dash if not yet measured.
• Notes: any internal note added when it was added, or a dash.

Admins get an Add Vendor / Add Carrier / Add TPA button (label matches the active tab) that opens a search-the-catalog modal: search by name, pick a match, set its Tier, add an optional note, and save.

Empty state per tab: "Preferred {vendors/carriers/tpas} will appear here as you add them."

This panel is being phased out in favor of the program primitive above it (a preferred-vendor list becomes a Vendor approval program with approved parties), and stays in place only until the report-generator, operator-badge, and settings surfaces that still read from it are migrated over.

How to use this page

1. 1Start on the hero to see whether the network has anything live at all, and how many drafts are waiting on you.
2. 2Use the type tabs if you only care about one kind of program right now, for example just Carriers.
3. 3Work the Drafts row down to zero: open each one, confirm its terms and qualifying parties on the detail page, and activate it.
4. 4When a program is winding down, move it to Sunset rather than archiving it, so its compliance history stays visible here.
5. 5Watch the "on probation" language in the Active row's sub-line. It surfaces franchisee enrollments flagged probation or decertified under that program, which is where a compliance conversation starts.

The privacy boundary

Programs are network-wide by design: HQ authors them and every franchisee in scope sees the same terms. The approved-party and enrollment counts shown here are aggregates and status flags, how many vendors qualified, how many franchisees enrolled, how many are on probation, not a franchisee's private business data. Nothing on this page exposes an individual franchisee's margin, cash position, or job-level detail; those stay inside that franchisee's own IQ account. See Network privacy boundary for how this boundary holds across every HQ surface.

Related reading

• HQ overview: where Programs sits inside the wider HQ shell.
• Network health: the broader network pulse this page's numbers roll into.
• Compliance: where probation and decertification flags from program enrollments surface network-wide.
• Standards audits and Standards conformance: where cert-mandate, brand-standard, and safety programs are headed as their own surface.
• Benchmarks: the network-wide benchmarking surface Programs data feeds into over time.

Data sources