Important Note: This article discusses classic functionality. For information on the modern applicant experience, refer to the Applicant Experience Knowledgebase article.
Program itinerary records are used as the template for application itinerary records when an applicant applies to a particular program.
Program itinerary records are created through the Itinerary tab of the program builder. This tab will only appear for programs that have designated locations and dates which apply to all applicants. The Itinerary tab is accessible to admin users with the following permissions:
Program Admin -> Program builder: itinerary (view)
Program Admin -> Program builder: itinerary (add)
Program Admin -> Program builder: itinerary (edit)
Adding a Program Itinerary
1. Ensure that the program has a date record for the appropriate application cycle ("Dates" tab)
2. In the Itinerary tab, select the appropriate application cycle and choose Add Itinerary Record
3. Fill in the start and end dates for one location within the full itinerary. Then, choose the location from the drop-down Location list. This list includes locations chosen in the Locations tab of the program builder. When finished, click Add.
2. In the Itinerary tab, select the appropriate application cycle and choose Add Itinerary Record
3. Fill in the start and end dates for one location within the full itinerary. Then, choose the location from the drop-down Location list. This list includes locations chosen in the Locations tab of the program builder. When finished, click Add.
The location and dates will be added to the program itinerary for this particular application cycle.
4. Repeat steps 2 and 3 to build the remainder of the itinerary. When finished, each location and dates will be listed beneath the application cycle heading. If the full list is not displayed, click the triangle to expand the full itinerary.
4. Repeat steps 2 and 3 to build the remainder of the itinerary. When finished, each location and dates will be listed beneath the application cycle heading. If the full list is not displayed, click the triangle to expand the full itinerary.
Editing a Program Itinerary Record
To edit an existing program itinerary, click the edit pencil next to any itinerary segment. You can adjust the dates or location for any particular portion of the itinerary record. To remove a portion of the itinerary entirely, click the red "x".
If there are existing applications for this cycle, a cascade wizard will offer to update these applicant's application itineraries to reflect the change.
Select any applications whose itineraries you wish to update, and click "Update". The application itineraries associated with these applications will be updated to reflect the change to the program itinerary.
If there are existing applications for this cycle, a cascade wizard will offer to update these applicant's application itineraries to reflect the change.
Select any applications whose itineraries you wish to update, and click "Update". The application itineraries associated with these applications will be updated to reflect the change to the program itinerary.