General Forms
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      How do I add General Form (templates) to a program term?

      General Forms in Via are used to gather non-application, often pre-departure information from Travelers at any point in the enrollment journey. 

      Admins can attach forms to both internal and provider programs. (Click here for more information on attaching form templates to provider programs.) 

      General Forms attached to a program will appear to Travelers automatically when a Traveler's Application is in any of the following Application Statuses:

      • Committed
      • Nominated
      • Approved
      • Conditionally Approved

       

      If a Traveler's form deadline has expired, Via does not block form submissions. This allows admins to easily collect the necessary data during a Traveler's pre-departure phase.

      For internal programs, General Forms (templates) can be attached either one at a time or in batch.

      To add General Forms (templates) to Program Terms in batch...

      1. Click Programs in the main navigation menu
      2. You will land on the Internal view
      3. Click the Internal Terms view
      4. Check the box to select the desired internal program term(s)
      5. Click Actions
      6. Click Add Form from the dropdown
      7. Select a template and add a deadline, if desired
      8. Click Add
      9. Confirm by clicking Add Form

      To add a General Form (template) to an internal 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. Find the desired term (Click here for more info on adding Terms to internal Programs)
      6. Click + ADD FORMS (Add deadline date, if desired)
      7. Click SAVE