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.
Whenever a Traveler receives Forms, they receive a mailer letting them know!
To add a Form to one or more Travelers from the Application Dashboard…
- Click Applications in the main navigation menu
- Check the box next to the desired Applications
- Click Actions
- Click Add Forms from the dropdown
- Select the desired Form(s)
- Click Add
- Read the prompt
- Click Add Forms
To add a Form to one or more Travelers from the Form Dashboard…
- Click Forms in the main navigation menu
- Click on the Form Completion view
- Check the box next to the desired Travelers
- Click Actions
- Click Add Forms from the dropdown
- Select the desired Form Template(s)
- Click Add
- Read the prompt
- Click Add Forms to confirm the action
To add a Form to one Traveler from the Traveler Profile…
Forms added to an individual's profile or from the Application or Form Dashboard cannot have a deadline. Forms added to Program Terms in Program Settings can have a deadline.
- Click Applications in the main navigation menu
- Click the name or email of the desired student to open their profile
- Click Actions in the profile header
- Select Add General Forms
- Select the Program Term to which you want to associate the General Form
- Select the General Form/s you'd like to add
- Click Add General Forms