How do I add Forms to Travelers?

Adding Forms to one or more Travelers from the Application Dashboard, Form Dashboard or Traveler Profile

Forms can be associated with Travelers in any of the following ways:

• Traveler commits to a program term that has Forms associated
• Admin changes a Traveler’s Application status to one that releases pre-departure Forms (Committed, Nominated, Approved, Conditionally Approved) for a program term that has Forms associated
• Admin adds a Form to a Traveler from the Application or Form dashboard
• Admin adds a Form to a Traveler from the Traveler’s profile. 

To add a Form to one or more Travelers from the Application Dashboard…

1. Click Applications in the main navigation menu
2. Check the box next to the desired Applications
3. Click Actions
4. Click Add Forms from the dropdown
5. Select the desired Form(s)
6. Click Add
7. Read the prompt
8. Click Add Forms

 

To add a Form to one or more Travelers from the Form Dashboard…

1. Click Forms in the main navigation menu
2. Click on the Form Completion view
3. Check the box next to the desired Travelers
4. Click Actions
5. Click Add Forms from the dropdown
6. Select the desired Form Template(s)
7. Click Add
8. Read the prompt
9. Click Add Forms to confirm the action

 

To add a Form to one Traveler from the Traveler Profile…

1. Click Applications in the main navigation menu
2. Click the name or email of the desired student to open their profile
3. Click Actions in the profile header
4. Select Add General Forms
5. Select the Program Term to which you want to associate the General Form
6. Select the General Form/s you'd like to add
7. Click Add General Forms