Help Documents

Foundations

• Creating Email Templates

Use Admin Home to create email templates that can be used in both Admin Home and Admin Console.

• Mail Merge

Descriptions of available mail merge fields.

• M-Compass Naming Standards

Use naming standards to ensure programs, documents, and images are maintained correctly.

• Program Types

Program type descriptions and how the program is used.

• Status & Phase Overview

Explanation of application status values and when to use them

• Opening a Program Checklist

A high-level overview of everything to check before making a program active for an application cycle

Admin Console

• Application Admin Management

Overview of applications and basic application management skills.

• Wizard Program Brochure

Help for navigating the tools within the Wizard Program Brochure.

Admin Home "Classic"

• Create an Application

How to add an application record in Admin Home.

• Classic Program Builder

Step-by-Step procedure for building programs in Admin Home.

• Document Center

Follow best practices for managing documents and materials used within M-Compass process elements and brochure pages.

• Itinerary Management

Use Admin Home to set the program itinerary.

• Locator Search

Search for applicants by location, and travel dates.

• Query, Batch Processing, and Reporting

Create a query to search for applications, send emails, change status, or create a report.