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      1. Via TRM Knowledge Base
      2. Faculty

      Faculty Toolkit

      Make it easy for your faculty members to access all relevant tutorial info...

      The purpose of this toolkit is to provide easy access to our knowledge base articles to inform and educate faculty members who use Via TRM for student advising and application management. 

      Two notes while using this toolkit:

      • In the sections below, the term Travelers refers to the students in your Via TRM account. (NOTE: In your account, your administrator may have customized the word 'Travelers') 
      • Depending on your home institution, you may or may not have adequate permissions to complete these workflows in Via TRM. If you believe you should have permission to perform a certain task, reach out to your organization's Super User/s for assistance.

      Sign In/Sign Out

      1. After receiving the "Complete Your Account Setup" invitation email from messages@via-trm.com, complete creating your account
      2. If your organization has integrated its Single Sign On (SSO) portal and you have SSO credentials, sign in through the "Go to Portal" button to access your admin account.

      3. If your organization has not integrated its Single Sign On (SSO) portal and/or you do not have SSO credentials, enter the email address associated with your account, click on "Sign In", and enter your password to access your admin account.

      Forgot Password

      1. For Non-Single Sign On users, here's how to reset your password
      2. For Single Sign On users, you will need to reach out to your IT team if you're experiencing difficulty with your University login and/or password

      Traveler Sign In

      Click here to read all about the Traveler sign-in and sign-up process, including video walk-throughs.

      Program Brochures

      Program Brochures are the way your organization communicates information about a program. Program Brochures are also the travelers 'link' to starting an application.

      Anyone can view Programs - even without an account - by using the Visitor Program Dashboard and the Visitor Program Brochure pages.

      Click here for more info on Visitor Programs.

      Traveler Profile

      This article explains how to access a Traveler’s profile, the location where all data (messages, notes, programs, applications, forms, events, traveler information, & program preferences) related to that Traveler can be found.

      Click here for more info on Traveler Profile

      Send Messages

      You can communicate with Travelers in Via using the message center. Messages can be sent to Travelers from their Traveler Profile or from most of the dashboards.

      Click here for a detailed explanation of how to send messages.

      Traveler Applications and Forms

      As an Administrator in Via, you might be reviewing Traveler applications and forms. Both are easy to review within Via, or you can export reports from Via to review applications or forms in bulk on a CSV file and batch download applications and forms to PDF.
      Click the links below for more detailed information on the workflows you might use as part of the enrollment process on your campus.
      • Review a Traveler Application - This video explains how to review content on a traveler application from the Application Review Mode:
      • Update Traveler Application Status
      • Transfer an application from one program/term to another
      • Review a Traveler Form - This video explains how to review content on a traveler form from the General Form Review Mode :
      • Update Traveler Form Status
      • Search for specific Traveler Applications and create Saved Views. This video explains how to customize your view by adding/removing data columns, pinning columns, applying custom filters, and using the search bars on the Application dashboard:

      • Search for specific Traveler Forms and create Saved Views. This video explains how to customize your view by adding/removing data columns, pinning columns, applying custom filters, and using the search bars on the Forms dashboard:

      • Generate a Report on Application Data
      • Generate a Report on Form Data

      Add Forms to Travelers


      Admins with permission can add general forms to Travelers. This can be helpful if there is specific information you need from a select few Travelers on your program or if you want Travelers to receive this form outside of a standard workflow. If you want all Travelers to receive forms when their application status changes to either Committed, Approved, Conditionally Approved or Nominated, you will either add the general form to the desired term in batch or one at a time in Program Settings.


      Events

      As an Administrator in Via, you may have permission to create events, invite Travelers to events and/or manage events. If you do, check out the workflows below for detailed information on how to manage events and event participants.