Terms
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      1. Via TRM Knowledge Base
      2. Programs
      3. Terms

      As a provider, how do I add terms to my program?

      Admins with permission indicate the term and dates of travel by adding terms to programs. Terms can be added one at a time from within a specific program's Program Settings or in batch from the Program Dashboard/Internal view.

      Terms are also where Admins at the University connect application and form templates to make applications available to students and create a pre-departure workflow of forms to fill out prior to departure.

      If provider programs do not have terms, Travelers will not be able to apply for home campus approval at their universities.

      Always add NEW TERMS each year/semester/season rather than updating past terms! Editing the dates of PAST terms will negatively impact your partner’s historic traveler data!

       

      Remember the following when editing your program or program terms:

      1. Click + ADD OR REMOVE PROGRAM ADMINISTRATORS to add one program contact. (NOTE: Program Contacts receive notifications if a student at a University Requests More Info or Asks a Question about your program. Freemium license holders will receive a non-identified notification. Pay Per Lead license holders will receive identified notifications.)
      2. Add Admin Only Program Notes and/or Documents for admin-use only. These fields will not be displayed to travelers.
      3. When the program is ready to show to travelers, click the Publish Status slider to set it to Published 
      4. Set Allow authorization by other institutions to Allowed so that other organizations within Via can make your program available to their travelers
      5. Click SAVE

       

      To add terms to a program in batch from the Program Dashboard/Internal View…

      1. Click Programs in the main navigation menu
      2. You will land on the Internal view
      3. Select the desired internal program(s)
      4. Click Actions
      5. Click Add Term from the dropdown
      6. At a minimum fill out all required fields
      7. At a minimum fill out all required fields
      8. If desired, click Costs
      9. Fill out any desired info
      10. Click Add Term
      11. Confirm action by clicking Add Term again

      Via recommends 'showing' the Term Name and Term Dates columns in your table when adding new program terms in batch in order to see terms that have already been added to your programs. This will help avoid creating duplicative terms erroneously. Admins can show/hide columns on the program dashboard by clicking the three vertical line icon in the top right corner of the program data table and showing/hiding columns as desired.

      To add terms to an program within that program's Program Settings…

      1. Click Programs in the main navigation menu
      2. You will land on the Internal view
      3. Find the desired program
      4. Click the Settings Wheel 
      5. Click + ADD TRAVEL TERM add a future start & end date
      6. Add Term Name (NOTE: Term Names are created in Organization Settings)
      7. Click the Show Exact Dates slider to set it to teal when program dates are confirmed (this will allow for accurate tracking & reporting)
      8. Providers with a freemium license WILL NOT CLICK to + ADD APPLICATION, as application workflows are not part of the freemium license
      9. Providers with a freemium license WILL NOT CLICK to + ADD FORM TEMPLATES, as form workflows are not part of the freemium license
      10. Click + ADD COST INFO
      11. Enter minimum and maximum cost and currency, if desired
      12. Paste the Public URL of the content desired (Click here to read more about how to find and copy an embed link from your spreadsheets)
      13. Enter any additional cost information
      14. Click Add to Term
      15. Click SAVE