How do I add terms to an internal 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 connect application and general forms (templates) to make applications available to students and create an automated workflow of general forms to fill out prior to departure, commitment or acceptance.

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

To add terms to an internal 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. If desired, click Costs
  8. Fill out any desired info
  9. Click Add Term
  10. Confirm action by clicking Add Term again

 

THEN...

When ready to open applications, add applications to an internal program TERM in batch from the Program Dashboard/Internal Terms View…

  1. From the Programs Dashboard, click the Internal Terms view
  2. Check the box to select the desired internal program term(s)
  3. Click Actions
  4. Click Add Application from the dropdown
  5. Select a template and add a deadline, if desired
  6. Click Add
  7. Confirm by clicking Add Application

To add general forms to an internal program TERM in batch from the Program Dashboard/Internal Terms View…

  1. From the Programs Dashboard, click the Internal Terms view
  2. Check the box to select the desired internal program term(s)
  3. Click Actions
  4. Click Add Form from the dropdown
  5. Select a general form (template) and add a deadline, if desired
  6. Click Add
  7. Confirm by clicking Add Form

To add terms 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. Click + ADD TRAVEL TERM
  6. Add a Term Name and future start & end date
  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. Click + ADD TAGS TO TERM to add tags to the program term
  9. Click + ADD APPLICATION (Add deadline date and time, if desired)
  10. Toggle Ask Travelers for Alternates to 'on,' if desired (Click here to read more about our Program Alternates feature)
  11. Add Decision Release Timeline by clicking immediately to add a decision release date and time (Click here to read more about our Decision Release feature)
  12. Click + ADD FORM TEMPLATES to add one or more forms with deadlines for travelers to fill out once their application statuses are either Committed, Approved, Nominated or Conditionally Approved
  13. Click Add Min Credits to add minimum/maximum credits. Click 'Close' 
  14. Click + ADD COST INFO
  15. Enter minimum and maximum cost and currency, if desired
  16. 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)
  17. Enter any additional cost information
  18. Click Add to Term
  19. Click SAVE