What is the Form Dashboard?

The Form Dashboard is where Admins can view Traveler forms. Admins can use this handy tool to search, sort, filter, take action on, and generate standard and custom CSV reports of forms. Admins can also click + Create Template to create new form templates. Click here to understand more about dashboards in general.

To access the Form Dashboard…

1. Click Forms in the main navigation menu

Within the Form Dashboard, there are 3 views:

1. Traveler Forms
2. Form Completion
3. Form Content

Traveler Forms

This view displays a table of all Traveler forms, one row per form. Data visible in this tab includes form and program data, as well as Traveler info fields. From this view, Admins can take the following batch actions:

• Send Message
• (Create) Standard Reports
• Update General Form Status
• Add Form Tags 
• Remove Form Tags
• Download PDF
• Manual Data Sync
• Add Traveler Tags
• Remove Traveler Tags

Other than Profile First Name, Profile Last Name, Profile Full Name, and email address, data visible in this dashboard derives from Traveler forms. As such, Admins may see “Not Provided” given that field was not filled out on the form or “Not Requested” given that field was not present on the form.

• “Not Requested” – displayed if a field is not present on the form (template) created by an Admin
  • Example: Traveler Matthew doesn’t see the passport number field on his form, so Admins see “Not Requested” for that field, if added as a column to the table view

• “Not Provided” – displayed if a Traveler has not added a response to the field on their application
  • Example: Traveler Matthew didn’t input his major GPA onto his application yet, so Admins see “Not Provided” for that field, if added as a column to the table view

The following columns are available to add or remove from view:

• Form ID
• Via TRM User ID
• Preferred First Name
• Preferred Last Name
• Profile First Name
• Profile Last Name
• Profile Full Name
• Email
• Traveler Tags
• General Form Template
• FormTag
• Form Deadline
• General Form Status
• General Form Status Last Updated On
• Form Submitted On
• Form Created On
• Program ID
• Program Name
• Program Type
• Locations
• Countries
• Cities
• Internal / Authorized
• Program Notes
• Term Name
• Term Start Date
• Term End Date
• Term Tags
• Term Timing
• Tracking Step
• Application Status
• Secondary Email
• Student ID
• Pronouns
• Sex Assigned at Birth
• Gender
• Date of Birth
• Phone
• Mobile / On-site Phone
• Year in School
• Primary Major
• Secondary Major
• Primary Minor
• Secondary Minor
• Third Minor
• College or Faculty
• Country of Citizenship
• Advisor
• Cumulative GPA
• Major GPA
• Anticipated Graduation Year
• Honors Status
• Judicial Status
• Hours Earned
• Traveler Type
• Residency Status
• Home Campus
• Passport Number
• Passport Status
• Passport Country
• Passport Issuing Agency
• Passport Expiration Date
• Place of Birth
• Visa Status
• Race
• Ethnicity
• Disability
• Veteran
• Current Address
• Permanent Address
• Emergency Contact First Name
• Emergency Contact Last Name
• Emergency Contact Relationship
• Emergency Contact Email
• Emergency Contact Phone
• Emergency Contact Address
• Secondary Emergency Contact First Name
• Secondary Emergency Contact Last Name
• Secondary Emergency Contact Relationship
• Secondary Emergency Contact Email
• Secondary Emergency Contact Phone
• Secondary Emergency Contact Address
• Custom Fields
• Pay for Program
• Receives Financial Aid?
• Row Data Status

Form Completion

This view displays a table of all Travelers with forms, one row per Traveler, program & term. Data visible in this view includes form and program data, as well as the number and name of form templates in each form status by Traveler. From this view, Admins can take the following batch actions:

• Send Message
• Add General Forms
• Update Application Status
• Add Application Tags 
• Remove Application Tags

The following columns are available to add or remove from view:

• Form ID
• Via TRM User ID
• Preferred First Name
• Preferred Last Name
• Profile First Name
• Profile Last Name
• Email
• Student ID
• Program ID
• Program Name
• Program Type
• Internal / Authorized
• Term Name
• Term Start Date
• Term End Date
• Term Tags
• Term Timing
• Tracking Step
• Application Status
• Application Tag
• # General Forms
• # Accepted
• Accepted Forms
• # Submitted
• Submitted Forms
• # Started
• Started Forms
• # Not Started
• Not Started Forms
• Program Notes
• Row Data Status

Form Content

After first selecting a general form (template) to view, this tab displays a table view of all Travelers with that particular form, one row per Traveler form. Data visible in this tab includes form and program information, as well as any Traveler info fields or custom questions on the selected General Form (template).

NOTE: A General Form (template) must be selected in order to display data in this view.

From this view, Admins can take the following batch actions:

• Send Message
• Update General Form Status
• Add Form Tags 
• Remove Form Tags
• Download to PDF
• Manual Data Sync
• Add Traveler Tags
• Remove Traveler Tags

The following columns are available to add or remove from view:

• Form ID
• Form Submitted On
• Via TRM User ID
• Preferred First Name
• Preferred Last Name
• Profile First Name
• Profile Last Name
• Profile Full Name
• Profile Email
• Custom Fields
• Traveler Tags
• Student ID
• General Form Template Name
• Form Tag
• Program Name
• Program Type
• Internal / Authorized
• Term Name
• Term Tags
• Term Start Date
• Term End Date
• Program Locations
• Countries
• Cities
• Tracking Step
• Application Status
• General Form Status
• Row Data Status
• Traveler Responses to Form Questions