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What Forms Do I Need To Submit? Am I all set?

Training Video:
https://www.loom.com/share/abca6ad4c16c42a4a6d990d4d0db0c77

Process


  1. Log into salesforce and find the correct itinerary by searching the email address, name or student name based on what they gave you. Select the correct Itinerary
  2. In the Itinerary, go to the studentโ€™s portal by clicking the [Portal Link]
  3. Once in the portal click the [Checklist] item in the left hand column
  4. You can see the items they are still missing by looking for the [Red X] on the right hand side
  5. You can see the due dates in the left hand column

[TEMPLATE] Email Reply


Hi , we are happy to help. I just double-checked and you currently have the following items left to complete.

  • Onboarding packet (Due Dec 3, 2023)
  • Medical Record (Due April 23, 2024)
  • Other items if needed

You can access and complete these items in your Travel Portal with the login information below.

Username: [student email]

Password: Lastname + Birth Year (example Smith2007)

Thanks again & let us know if we can help,