Admins with permission can create application and form tags. Tags are great way to group and categorize applications or forms! Tags can also be used to help administrators quickly visualize necessary information about an application, form, or the traveler's enrollment journey. Application Tags can only be added to Traveler Applications and Form Tags can only be added to Traveler Forms.
Tags are easy to create and can personalized based on your institutional needs with your own naming conventions, background colors, emoji and tag description! Be as creative as want. Tags are great to track billing processes (i.e., admins could add a tag for Withdrawal Fee Required or Additional Program Fee, etc), accommodation needs, academic or judicial clearances and more!
When naming an Application or Form Tag, a minimum of 2 characters must be used.
To create a Tag...
- Login to Via as an admin with permission to create tags
- Go to the Applications or Forms dashboard
- Click the name of the Application or Form Template to go to a Traveler's application or form
- Click the dropdown menu under Application or Form Tag in the Administrative Review Panel
- Type a new Tag Name and click +Create New "Tag Name"
- Finish typing the new Tag name
- Select an emoji, if desired
- Type a Tag description, if desired (Note: This can help other admins know the intention and use case of the Tag)
- Select a Tag color
- Click Save Tag
- Click 'X' or Cancel to close the Create/Edit Panel to add the Tag to the Application or Form
FAQs:
Q: Are Application and Form tags visible to travelers?
A: Nope! Application and form tags are only visible to administrators in your organization.
Q: Can I filter by my Application Tag or Form Tag?
A: Yes! Admins can the Application Tags filter and Form Tags from our Dashboards. Admins can use the filter for Application Tags within the Applications and Form Completion Dashboards and the Form Tags filter within the Traveler Forms and Form Content Dashboards.