This KB Article reviews the functions and process of creating an F-1 and J-1 Student Template in the ISSS Student. The Student Templates are used to populate student profiles with pre-configured information when creating new students. Examples of templates used can be for: F-1 Students who have the same program start date, program end date, and major or J-1 Students who all belong to the same site of activity.
- Navigating to Templates
- Templates Dashboard
- Creating a New F-1 Student Template
- Creating a New J-1 Student Template
- Editing an Existing Student Template
- Using a Student Template
Navigating to Templates
To move to the Templates page in ISSS Student, begin by clicking in the hamburger menu icon located in the upper left corner of the page, select Configuration > Templates.
Templates Dashboard
After navigating to the Templates page, the ISSS Admin is presented with a dashboard that contains any existing templates. This dashboard is split into two tabs: one for F-1 Student Templates and one for J-1 Student Templates. To create a new Template, click on the Create Template button located in the upper left corner of the dashboard.
Any existing Templates will appear in the section block in the middle of the dashboard. The Templates will display Template Name, Template Description, Created On, Created By, and Actions of editing and deleting.
Creating a New F-1 Student Template
To begin creating a new F-1 Student Template, make sure to be in the F-1 Student Template tab and click on the Create Template button located in the upper left corner of the dashboard.
Before configuring any of the information, begin by giving the Student Template a title and description. Note: make sure the title is descriptive enough as this is what the ISSS Admin will see in the dropdown menu when creating a student profile.
A Student Template can also be created using an existing template, for example, if one was used for all incoming Engineering students for Fall 2020, it can be used again for Fall 2021 and have the program dates updated. This can be done by clicking on the Create Template from Existing One button located in the upper right corner.
After naming the template and writing a description, the ISSS Admin can configure the information in the following sections:
Personal Information
- Birth City
- Country of Birth
- Country of Permanent Residence
Program Information
- Program Start Date
- Program End Date
- Initial Session Start Date
- Campus Site
- Primary Major
- Secondary Major
- Minor
- Education Level
- Months in Academic Term
- Border Commuter
- English Proficiency Required
Contact Information
- U.S. Phone Number
- U.S. Physical Address
- U.S. Mailing Address
- Foreign Address
Financial Information
- Tuition Amount
- Living Expenses Amount
- Dependent Expenses Amount
- Personal Funding Amount
- Other Expenses Amount
- Other Expenses Remarks
- School Funding Amount
- School Funding Remarks
- Other Funding Amount
- Other Funding Remarks
- On Campus Employment Funding Amount
- Remarks
Once the information has been populated into any of the fields click the Create button to save the template.
Creating a New J-1 Student Template
To begin creating a new J-1 Student Template, make sure to be in the J-1 Student Template tab and click on the Create Template button located in the upper left corner of the dashboard.
Before configuring any of the information, begin by giving the Student Template a title and description. Note: make sure the title is descriptive enough as this is what the ISSS Admin will see in the dropdown menu when creating a student profile.
After naming the template and writing a description, the ISSS Admin can configure the information in the following sections:
Profile Information
- Birth City
- Birth Country
- Country of Permanent Residence
- Country of Citizenship
- US-Born Non-Citizen Reason
- Foreign Country Number
- Foreign Phone Number
- U.S. Phone Number
- EV ID
- EV Remarks
- U.S. Physical Address
- U.S. Mailing Address
- Foreign Address
Program Information
- Program Start Date
- Program End Date
- Subject/Field of Study
- Program Number
- Position
- Exchange Visitor Category
- Subject/Field of Study Description
- SEVIS ID
Funding Information
- Received From US Government
- Sponsor
- Home Country Government
- Binational Commission
- Personal
- U.S. Government Organization
- International Organization
- Other Organization
Site of Activity
- Site Name
- Address
- Primary Site
- Remarks
- Site of Activity Address Override Code
- Site of Activity Address Override Remarks
- Note: multiple sites of activities can be added by clicking on the Plus icon located under the Site of Activity section block.
Once the information has been populated into any of the fields click the Create button to save the template.
Editing an Existing Student Template
To edit an existing Student Template, navigate to the visa type tab to locate the Template that is to be edited. Once the Template is located, click on the pencil icon located in the Actions column. This will direct the ISSS Admin to the Template creation page and any information can be updated. Once updated, click the Update button to save information.
If a Template needs to be deleted, click on the trash can icon located under the Actions column. The ISSS Admin will be prompted to answer "Are you sure you want to delete this Template Name?"
Using a Student Template
An ISSS Admin has many opportunities to utilize templates: