Via TRM Knowledge Base
Go to via-trm.com
Contact us
Travelers
Travelers
Traveler Applications
Traveler General Forms
Programs
Terms
Authorizing Provider Programs
Applications
Forms
General Forms
Automations
Application Type
Form Type
Reporting
Settings
Custom Fields
Users
Dashboards
Programs
Events
Travelers
Forms
Applications
Mailers
Application Mailers
Recommendation Mailers
Event mailers
Program Interest
Form mailers
Message mailers
Account mailers
Plan Mailers
Travel Plan Detail Mailers
SafeCheck Mailers
Messages
Events
Via Travel
Travel Plans
SafeCheck
Details
Group Leaders
Reporting
Risk Alerts
Sign Up/In/Out
General
Release Notes
SSO and Data Integration
Provider Hub
Traveler Point of View
Via Travel
Recommendations
Faculty
Via Sparks
Back to home
Via TRM Knowledge Base
Travelers
Travelers
Traveler Applications
Traveler General Forms
Programs
Terms
Authorizing Provider Programs
Applications
Forms
General Forms
Automations
Application Type
Form Type
Reporting
Settings
Custom Fields
Users
Dashboards
Programs
Events
Travelers
Forms
Applications
Mailers
Application Mailers
Recommendation Mailers
Event mailers
Program Interest
Form mailers
Message mailers
Account mailers
Plan Mailers
Travel Plan Detail Mailers
SafeCheck Mailers
Messages
Events
Via Travel
Travel Plans
SafeCheck
Details
Group Leaders
Reporting
Risk Alerts
Sign Up/In/Out
General
Release Notes
SSO and Data Integration
Provider Hub
Traveler Point of View
Via Travel
Recommendations
Faculty
Via Sparks
Travelers
Your guide to inviting travelers and tracking them throughout their journey from intake to alumni.
What is Program Match?
How do I delete a Traveler from my account?
How do I invite Travelers to create an account?
What is a Traveler Profile?
How do I edit the Traveler content of a Custom Field?
How do I create and save a note to a Traveler Profile?
What are Tracking Steps?
What is Traveler Intake?
How do I re-invite pending Travelers?
Traveler Applications
How do I view a Traveler Application History Log?
How do I create a Traveler Application on behalf of a Traveler?
As an Admin, how do I view Traveler Applications and Forms?
How do I delete a Traveler Application?
What is the default application workflow?
What is a Traveler Application?
How do I update Application Status?
What are Application statuses?
Do synced data appear on Traveler Applications?
When can Administrators and Travelers edit Traveler applications and Traveler general forms?
How do I add notes to a Traveler Application?
How do I download Traveler Application and Form data as a PDF?
How do I transfer a Traveler Application from one program term to another
See more
Traveler General Forms
How do I delete a Traveler General Form?
Do synced data appear on Traveler forms?
How do I add Forms to Travelers?
How do I remove General Forms from Travelers?
How do I view a Traveler Form History Log?
See more
