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Mentee
- Add Tasks
- Create a Profile
- Manage Tasks
- Export Mentoring Session Details
- Convert Draft Goals into Active Goals
- Contact Mentor
- Download Your Response
- Create Goals
- Access Forms
- Select Mentor
- View Mentoring Session Details
- Schedule Session
- Manage Goals
- Preselect Mentor
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Mentor
- Create a Profile
- Download Your Response
- Accept/Decline Mentee Request
- Export Mentoring Session Details
- View Mentoring Session Details
- Access Forms for Multiple Mentees
- Schedule Session
- Access Forms
- Contact Mentee
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Program Manager
- Download the Matching Forms
- Download Templates
- View Mentoring Sessions Details
- Export Mentoring Session Details
- Send Email Messages
- Assign Forms
- Manage Template
- Remind the Participants to Submit the Forms
- Download Participant’s Demographic Information
- Download Participants Responses to the Program Forms
- Download Reports from Excel Reports
- Download the Participants Statistics
- Download the Forms Statistics
- Download the Matches Statistics
- Program Forms
- Interview User
- Create Program Invitation
- Add Participants
- Create Program
- Create a Match in 3-Step Matching Process
- Create a Match in Single Matching Process
- Create a Match in Auto Matching Process
- Create a Match in Preference Matching Process
- Rolling Admissions
- Monthly Schedule
- Access Goals
- Matching Process
- Program Types
- Create a Profile
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Client Admin
- Manage Organization
- Remind the Participants to Submit the Forms
- Download Participants Responses to the Program Forms
- Download the Participants Statistics
- Download Reports from Excel Reports
- Send Email Messages
- Download the Forms Statistics
- Download the Matches Statistics
- Create Guide
- Create Organization
- Manage Template
- Add/Delete an Item to My Account
- Create/Delete Template
- Download Template
- Add/Delete Program Manager
- Create a Profile
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Table of Contents
Download Template
Print
Templates are pre-defined program forms. The client admin should know the templates for different program types. You can download the template on the computer for reference.
To Download a Template:
Step 1: Navigate to Templates.
Step 2: Click a form you want to download.
Step 3: Press the keys ctrl and P on your keyboard.
Step 4: Click Print and Save.