How do I set up Program Alternates for a specific program and term?

Admins have the ability to create a Program Alternate selection workflow for Travelers by program and term. Given Program Alternates is turned on, Admins can opt to allow Travelers to select from any future program term in their organization. Or, Admins can curate a selection of program terms from which Travelers can make their selections.

In order to curate a selection of options, Admins use Tags. For more information on creating Tags, click here.

 

To add alternates to program terms including ALL future program terms...

  1. Click Programs
  2. Click the settings wheel icon next to the desired program
  3. Toggle Ask travelers for alternates? to on
  4. Check the box next to Include all Programs and Terms in alternate options?
  5. Click Save

Screen Shot 2022-05-18 at 10.23.23 AM

 

To add Tags to terms that will be part of a curated selection of terms...
STEP 1:
  1. Click Programs
  2. Click the settings wheel icon next to the desired program
  3. Under the Term Dates section in program settings, click + ADD TAGS TO TERM
  4. Search for the desired tag
  5. Check the box next to the desired tag
  6. Click Add to Term
  7. Click Save to save program settings
Screen Shot 2022-05-19 at 10.42.17 AM

 

Adding Tags to your desired terms primes them to be included in a curated selection of alternates.

 

To add those specific, curated terms as alternate options...

In order to be included in the curated selection of alternates, program terms MUST HAVE:

a. An application

b. A start date in the future

c. A deadline in the future

c. A term tag that exactly matches the term tag added to the program alternates column

 

NOTE: Tags use AND logic so if a program term has 2 tags, it will only be included in the selection if BOTH tags have been added in the alternates column. For example, if a term is tagged Faculty Led AND Spain, it will only be included as an alternate options for program terms that have BOTH Faculty Led and Spain in the alternates column.

STEP 2:

  1. Click Programs
  2. Click the settings wheel icon next to the desired program
  3. Under the Application section, toggle Ask travelers for alternates? to on
  4. Click + ADD TAGS to add the desired tag
  5. Search for the desired tag
  6. Check the box next to the desired tag
  7. Click Add to Term
  8. Click Save to save program settings
  9. Once saved, you will see the number of alternates reflects the number of terms to which you've added tags in Step 1 above