How do I create/edit/archive Term Names?

The Term Names tab in settings allows admins to create, edit, archive, and restore Term Names. A Term Name is a label that can be added to any internal or authorized program term for Admins, Travelers, and Visitors to view. Once added to a future term, Admins, Travelers, and Visitors can view the term name on the program brochure and can filter for it on the program search page and dashboard. If a Traveler starts an application to a program and term with a Term Name, that Term Name becomes associated with the Traveler’s application and forms.

For Admins, the purpose of a Term Name is to organize and categorize program terms so that data visualization, searching, filtering, and reporting are easy and streamlined. For Travelers and Visitors, term names provide timing clarity as they explore programs. Term Names could include any of the following information: 

• season – like fall, winter, spring, summer
• timing – like semester, academic year, j-term, maymester, spring break, etc
• month – like January, May, etc
• specific year – like 2022, 2023, 2022/2023
• combination of any of the above!

To create a Term Name…

1. Click your photo/silhouette in the upper right corner and select Settings
2. Click the Term Names tab
3. Click + Add Name
4. Type in a name
5. Click Save

There is no limit to how many Term Names can be created. Once created, Term Names are...

• Available to be edited
• Available to be added to any Internal Program term
• Available to be added to a Suitcase and then assigned to any Authorized Program term
• Once added to any Internal or Authorized Term, it will be visible, searchable, filterable & reportable from the following locations:
  • Programs Dashboard
  • Applications Dashboard
  • Forms Dashboard
  • Reports Dashboard

To edit a Term Name…

1. Click your photo/silhouette in the upper right corner and select Settings
2. Click the Term Names tab
3. Next to the desired Term Name, click the pencil icon under the "Edit" column
4. Update the Term Name
5. Click Save

Admins can, at any time, archive a Term Name. If a term name is archived, it will not be available for Admins to add to terms or Suitcases. Archived Term Names will still be viewable, searchable, filterable, and reportable on in any of the above dashboards. If a future term, internal or authorized, is associated with an archived term name, Travelers will still be able to see it on program brochures and filter for it in their view of the program dashboard.

To archive a Term Name…

1. Click your photo/silhouette in the upper right corner and select Settings
2. Click the Term Names tab
3. Next to the desired Term Name, click the archive icon under the "Archive" column

To restore a Term Name…

1. Click your photo/silhouette in the upper right corner and select Settings
2. Click the Term Names tab
3. Next to the desired Term Name, click the unarchive icon under the "Unarchive" column