A Plan Form is a questionnaire created by an administrator for travelers to fill out when added to a Solo or Group Travel Plan. Administrators can use a combination of Form Components and Form Questions to customize a Plan Form Template to collect critical pre-departure information from travelers. When a Plan Form is published it can be manually or automatically added to Travel Plans using configurations in Organization Settings within the Via Travel tab. To automate the deploy of a Plan Form to Travelers, see this article.
This template type can be used to collect crucial pre-departure information from travelers participating in non-credit travel, group travel, Staff Travel, Faculty Travel, and more! Any data collected from Plan Form Template will only be stored in Via Travel. Plan Form Templates can be created to collect and share...
- Health and Safety Information
- Risk and Compliance information
- Critical pre-departure information
- Demographics information
- Risk and Travel Waiver requirements
- Critical program communications and policy agreements
To create a Plan Form...
- Click Builder in the main navigation menu
- Click Create New
- Select Form Type Plan Form
- Click Next
- Type in an Plan Form Name
- Click Create
- You've just created a Plan Form! Check out the articles to add additional fields:
All Plan Forms default to having First Name, Last Name and email address on the form. Via recommends keeping these data associated with each Plan Form for easy searching, sorting and reporting!
How do I add a Header to a Plan Form?
How do I add a Paragraph to a Plan Form?
How do I add a Divider to a Plan Form?
How do I add Traveler Info fields to a Plan Form?
How do I add custom questions to a Plan Form?
How do I edit a Plan Form?
How do I preview a Plan Form?
How do I change the State of a Plan Form?
How do I delete a Plan Form?
How do I duplicate a Plan Form?