Terra Dotta Faculty Training Manual



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Itinerary


The program itinerary records for a program are used as the template for the application itinerary records when an applicant applies to that program. The itinerary tab allows you to specify each leg of a trip.

User-added image

To add 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 Update.

To edit an existing program itinerary:

  1. click the edit pencil next to any itinerary segment. You can adjust the dates or location for any particular portion of the itinerary record.

  2. 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.


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