How do I create a Suitcase?

Admins can create a 'bundle' of term info (a Suitcase) to add applications and forms to provider programs in batch

Authorized Program Suitcases

After authorization has been turned on, Suitcases can be created by the home campus and then assigned to authorized program terms. Once a Suitcase is assigned, travelers can apply to those authorized programs.

A Suitcase includes the following (*indicates a required field):

• Term Name*
• Application Template
• Application deadline date & time
• Form Template group(s)
• Form deadline date(s)
• Program Alternates

Jump to creating a Suitcase

Term Name*

A required single-select dropdown field that allows admins to add to a term name to a Suitcase to ultimately allow travelers to view, search, and filter programs. Only one term name can be added per Suitcase. Once a suitcase has been created, the term name cannot be removed or replaced. Term names are created in settings.

Application template

A single-select dropdown field that allows admins to associate one published application template with a Suitcase. Only one application template can be selected per Suitcase. Once a Suitcase has been created, the application template cannot be removed or replaced. Application templates are created from the Application Dashboard.

Application deadline date & time

A combination of a date field and a time picker that allows admins to select an application deadline. Application deadline dates & times prevent travelers from starting new applications or submitting previously created applications after the date & time have passed.

Form template group(s)

Admins can associate one or more published form templates with a specific form deadline using multi-select drop down fields. There is no limit in the amount of form templates/form groups that can be associated with a suitcase. An admin can select the desired form template(s) and choose a deadline, then, if there are other form templates that would require a different deadline, the admin can simply add that form group separately.

A form template can be deleted from a suitcase at any time, however, by removing a form template from a suitcase, all copies of the form will be removed from all historic and current travelers’ profiles, and, all associated form data on started, submitted, and accepted forms will be deleted and not recoverable. Form templates are created from the Form Dashboard.

Form deadline date(s)

A date field that allows admins to select when groups of form templates associated with a suitcase are due. Form deadlines do not prevent travelers from editing or submitting their forms.

Program Alternates

The single-select radio button that allows admins to ask travelers for alternates. If yes is selected, travelers will be presented with the entire program portfolio of future internal and authorized terms to choose the maximum amount of alternates set by admins in settings – click here to learn more about program alternate settings.

To create a Suitcase…

1. Click the photo icon in the upper right corner in the main navigation menu
2. Click Settings
3. Click the Authorized Programs tab
4. Click Create Suitcase
5. Select a Term Name* & an Application Template*
6. Add any other desired details
7. Click Create Suitcase
8. To immediately assign your suitcase to authorized program term(s), click Continue & Assign Suitcase to Term

*indicates a field that once added, cannot be edited, removed or replaced

After a Suitcase has been created, admins can choose to immediately assign it to authorized program terms by clicking Continue & Assign Suitcase to Term which will navigate them to the authorized terms view in the Program Dashboard. If the admin doesn’t immediately navigate to assign the suitcase, they can head to the program dashboard to assign it at any time. Not sure how to assign suitcases to authorized program terms? Click here to learn more!