What is a Traveler Form?

A Traveler form is a questionnaire created from a Form Template.

A Traveler is given access to General Forms when...

  • Admin adds a General Form to a Traveler's profile
    OR
  • Admin updates an application status to any of the following statuses for a term that has General Forms (templates) associated with it:
    • Nominated
    • Conditionally Approved
    • Approved
    • Committed

 

A Traveler form consists of the following:

  • Form content, like traveler info fields and custom questions
  • A status

Travelers' forms can be accessed from 2 different locations in Via Global:

  1. in the traveler’s profile FORMS tab
  2. the form dashboard

To access a traveler’s form from the Traveler's Profile...

  1. Click Travelers in the main navigation menu
  2. Click the traveler’s name or email
  3. Click the FORMS tab
  4. Click the desired form name

To access a traveler’s form from the Form Dashboard...

  1. Click Forms in the main navigation menu
  2. Click Form Dashboard from the dropdown
  3. Search or filter for the desired form
  4. Click the Form Template name

Links to forms from all travelers can be found in the Form Dashboard.