J-1 Program
Management System
End-to-end platform for managing J-1 Exchange Visitor students — from initial recruitment through placement, compliance documentation, monitoring, and audit reporting.
Student Lifecycle
Track each student from application through graduation — selection, orientation, insurance, SEVIS, placement, and monitoring.
Host Family Vetting
Complete HF onboarding: application, references, criminal background check, home visit, agreement, and welcome package.
J-1 Compliance Audit
Auto-generated audit package per student across 6 CFR Part 62 categories. Download as structured ZIP for DOS/CSIET audits.
LC Reporting
Monthly, semester, and meeting reports from Local Coordinators — submitted via their portal, reviewed by admin.
Automated Emails
Event-triggered notifications with customizable templates: report reminders, CBC status, submission confirmations.
Role-Based Portals
Admin, LC, Host Family, Student, and Agency each access a tailored dashboard. Portal menus controllable from admin settings.
Application Form
Full application: personal info, academic background, host family preferences, essay, and photo. PDF export available.
English Assessment
Program Manager-administered language proficiency assessment. Score and notes recorded for CSIET compliance verification.
School AR Record
Academic record uploaded and linked to school placement. Stored per student with performance notes.
Student Agreement
Program terms agreement with digital signature, date, and acknowledgment fields.
Health Insurance
Insurance provider, policy number, coverage dates, and insurance card image upload. Meets 22 CFR 62.14.
SEVIS / DS-2019
SEVIS ID, program dates, sponsor code, DS-2019 issue date, and document file upload.
Structured Vetting Workflow
Every host family moves through a standardized process: Application → Agreement → References → Criminal Background Check → Welcome Package → Home Visit. Each step generates a compliance-ready PDF with AnB branding and CFR citation.
HF Application Form
Comprehensive household questionnaire: family composition, home details, host parents' employment, lifestyle, and student hosting preferences.
Personal References
Two reference checks required. Each reference completes a form via the HF reference portal. Results stored and PDF-ready.
Criminal Background Check
CBC decision records for all adult household members — status, date, admin notes, and decision tracked with PDF summary.
Home Visit
LC-conducted checklist covering bedroom, safety, and environment. Photos and notes captured, visit date recorded.
HF Agreement
Signed hosting agreement covering responsibilities, program expectations, and house rules. Digital signature with timestamp.
Welcome Package
Orientation materials sent date, checklist, and HF acknowledgment tracked per student placement.
LC Profile
Contact info, certification status, service area, and all assigned students — active and completed placements.
Monthly Reports
LC submits a monthly report per assigned student covering academic progress, wellbeing, host family interaction, and any issues. Auto-reminders sent before due date (~20th of each month).
Semester Activity Report
Comprehensive end-of-semester report covering program activities, student academic performance, and host family feedback. Due approximately May 1.
LC Meeting Record
Records of required in-person or virtual meetings between LC, student, and host family — date, participants, notes.
LC CBC Decision
Criminal background check for the LC themselves. Required for initial certification and renewal. Stored with decision date and notes.
LC References
Professional and personal references collected via the LC reference portal. Two references required for LC approval.
HF Orientation Confirmation
LC records the host family orientation session — date, location, linked HF and student. Collects digital signatures from both HF adults. Exports to a branded PDF for audit. HF can also sign directly from their portal.
Student Orientation Confirmation
LC records the student orientation session — date, location, home country, contact info. Student adds a digital signature from their own portal. PDF generated for audit Doc 2.2. Program documents (handbooks, slides) displayed alongside.
Auto Trigger
When a student submits their application, an "Interview Pending" record is auto-created. The assigned LC sees it immediately in their portal Action Required list and on the dedicated English Interviews page in the sidebar.
Interview Form + Signature
LC selects the interview method (in-person, video, or phone), enters the assessment result, and signs with a digital canvas signature. Timestamp and IP address are auto-captured on submit. Admin/PM receives a completion email notification.
Audit Ready (Doc 1.2)
Interview records are automatically included in the Selection audit category as Doc 1.2. Missing interview method or signature will fail the Selection check — the admin dashboard flags it immediately.
Audit-Ready ZIP Package
For each student, the system auto-generates a structured ZIP file containing all 6 compliance categories as separate PDFs — ready for DOS or CSIET audit submission. Folder structure mirrors the CFR Part 62 categories. Each PDF uses the same branded header configured in Settings → Audit Template.
| # | Category | Documents Included | CFR Reference |
|---|---|---|---|
| 1 | Selection | 22 CFR 62.25(a)(b) | |
| 2 | Orientation | 22 CFR 62.10 | |
| 3 | Health Insurance | 22 CFR 62.14 | |
| 4 | Documentation | 22 CFR 62.13 | |
| 5 | Monitoring | 22 CFR 62.25(g) | |
| 6 | HF Vetting | 22 CFR 62.25(j) |
Per-Document Preview
Each document on the compliance detail page has a View PDF button — verify the exact PDF before downloading the full ZIP package.
Full ZIP Download
One click downloads all compliance documents in a structured ZIP: 1_Selection / 2_Orientation / … / 6_HF_Vetting
Compliance Dashboard
Overview of all students with color-coded completion status across all 6 categories. Filter by program year. Excel export available.
Monthly LC Reports
LCs submit a monthly report per assigned student via their portal. Admin receives an email notification on submission. Reports feed directly into the student's compliance audit (Section 5).
Semester Activity Reports
End-of-semester report from each LC covering academic and cultural exchange activities, program outcomes, and overall student progress.
Report Automation
System auto-sends email reminders to LCs before report due dates. Configure timing and recipients per report type from Settings → Report Automation.
Program Assignments
Admin assigns each student to a program year, LC, school, and host family. Bulk update supported. Drives all report and compliance tracking.
Analytics Dashboard
Recruitment funnel, lead source analysis, conversion rates, and campaign performance for program planning.
Support Tickets
Users can submit support requests from their portals. Admin manages tickets with status tracking, response, and resolution notes.
Portal Access Control
Admin can toggle visibility of any menu item for each portal role (HF / LC / Student / Agency) at any time from Settings → Portal Menu Access — no code changes needed.
Student Portal
Personal dashboard for enrolled J-1 students
- View placement & school info
- Submit application form
- Sign program agreement
- Check insurance status
- View SEVIS / DS-2019
- Submit support request
Host Family Portal
Dashboard for approved host families
- Complete HF application
- Sign HF agreement
- Upload consent forms
- View assigned student
- Submit reference contacts
- Access welcome package
LC Portal
Dashboard for Local Coordinators
- View all assigned students
- Submit monthly reports
- Submit semester reports
- Record LC meetings
- Submit HF home visits
- Refer new host families
- HF Orientation Confirmations New
- Student Orientation Confirmations New
Agency Portal
Dashboard for partner agencies
- Submit new students
- Track student status
- View placement details
- Download documents
- Refer host families
Campaigns
Create marketing campaigns with unique tracking URLs. Monitor lead volume, source attribution, and conversion rates per campaign.
Lead Management
Capture and track interested families, students, and LCs. Status workflow: New → Contacted → Qualified → Applied. Notes and follow-up tracking.
HF Referral System
LCs, agencies, and existing host families submit referrals from their portals. Admin reviews and converts to a full HF profile to begin vetting.
Unified Format — All 14+ Document Types
All compliance PDFs, HF decision letters, reference check PDFs, CBC decisions, and LC reports use the same standard branded template. Organization logo, name, and primary color are set once in Settings → Audit Document Template and applied consistently across every exported document.
Branded Header
Every PDF shows the org logo, document title, entity name, generation timestamp, and status. Primary color and logo are configured in Settings — no code changes needed.
Document ID Badge
Each compliance PDF displays a blue Doc ID badge (e.g., "1.1 — Student Application Form") for easy identification in audit packages.
Print to PDF
All student-facing and HF-facing documents have a browser print view optimized for PDF saving — A4 format, print-specific CSS, auto-print option.
Two Separate Payment Types
Application Fee ($150) — paid by card (Square) at /admin/finance/application-fee.
Program Fee — PNC bank transfer receipt uploaded by student or agency, verified by admin at /admin/finance/program-fee.
Application Fee ($150)
Student pays via Square card payment at application time. Real-time processing with instant success screen. Admin dashboard with stats, search, year filter, and verify/reject controls.
Program Fee (Wire/Check)
Student or agency submits bank transfer receipt with amount, date, sender info, and receipt file upload. Admin verifies from a dedicated management page. Separate from application fee — different amount, timing, and payment method.
Auto Email Notifications
Receipt submitted → Admin/PM notified. Status changed to Verified → Student + Agency receive confirmation email. Rejected → Student + Agency receive rejection with reason. All automated.
Program Year Filter
Both Application Fee and Program Fee pages support year-based filtering (default: current year). Stats cards update dynamically. Search by student name/email with status filter.
Agency Portal Integration
Agencies can submit program fee receipts on behalf of students. Student selector dropdown with auto-reload. Agency sees only their assigned students. Receipts tracked per student.
Unified Finance Dashboard
Admin sidebar Finance section: Application Fee + Program Fee — two separate pages for two different payment types. Total/Pending/Verified/Rejected stats at a glance for each.
Multi-Role Approval Chain
Student, HF, or LC can initiate a travel request. The release passes through HF sign → LC sign (optional) → Admin/PM final approval. Every step is logged with digital signatures and timestamps.
Student Submission
Students submit travel requests from their portal at /my-portal/travel-releases. Includes destination, dates, chaperone info, and parent/guardian email for digital consent.
Host Family Review
HF can approve or deny the request. When HF submits a release directly from their portal, the HF approval step is automatically completed. Requires mandatory handwritten canvas signature.
Admin Final Approval
Admin/PM provides the final signature and chaperone verification. Must draw handwritten signature on canvas — name entry alone is no longer accepted. Status updates to Approved on signing.
Parent Digital Consent
System emails a secure signing link to the parent/guardian. Parents sign without logging in — handwritten canvas signature required. Token is invalidated after signing.
PDF Export
Generate a branded PDF of any travel release showing all trip details, all signatures (parent, HF, LC, admin), and approval timestamps.
LC Submission
Local Coordinators can submit a travel release on behalf of a student directly from the LC portal, then sign it themselves. Status flows to LC Approved before reaching admin.
Handwritten signature on every agreement form
All forms requiring a signature — HF Agreement, LC Agreement, Student Agreement, CBC Consent, Authorization Forms — support a touch or mouse-drawn handwritten signature directly on the signature pad. The signature image is stored in the database and automatically included when generating PDF documents.
Touch & Mouse Signature
Supports both mobile touchscreen and desktop mouse input. Draw directly on the signature pad just like signing on paper. A Clear button allows re-signing at any time.
Saved to DB & Embedded in PDF
Signature image (PNG) is stored in the database and automatically embedded in the signature field when generating PDF documents.
Supported Forms
HF Agreement · LC Agreement · Student Agreement · CBC Consent · HF Criminal BG · Student Auth to HF · Student Placement
Automated so LCs never miss a deadline
On a configured date each month, the system automatically creates report drafts for each LC and sends staged email reminders until the report is submitted. Admins configure the schedule and recipients at Settings → Report Automation.
Monthly Report Automation
On the configured create date (~15th), report drafts are auto-generated per student per LC. An initial email is sent, followed by Follow-up and Final reminders for any outstanding submissions.
Semester Activity Report Automation
Reminder emails are automatically sent to LCs before the semester activity report deadline. Only LCs with outstanding reports receive the reminder.
How to Configure
Set Create Day, Deadline Day, and email timing at Admin → Settings → Report Automation. The system runs a server-side cron job once daily to execute the schedule.
Upload the DS-2019 — data fills in automatically
When a DS-2019 PDF is uploaded on the student page, the system automatically parses the document text and extracts the SEVIS ID, program start/end dates, and DS-2019 issue date — saving them to the database instantly. No manual entry required.
Auto-Extracted Fields
The following fields are automatically parsed from the DS-2019 PDF:
Instant Save
Parsed data is applied to the SEVIS record immediately on upload. If parsing fails, the file is still saved and fields can be filled in manually.
Where to Find It
Go to Student → Documents tab → DS-2019 Upload. After upload, verify the auto-filled data in the SEVIS tab.
Supported Provider: International Medical Group (IMG) only
Currently, automatic field extraction is supported for International Medical Group (IMG) cards only — the UnitedHealthcare-backed plan used by ANB students. For other providers, upload the card and fill in fields A·B·C manually.
Upload the insurance card — data fills in automatically
When an IMG insurance card (PDF or image) is uploaded on the Student → Insurance tab, the system uses OCR to extract the insurance provider, customer service phone number, and IMG Certificate Number, saving them to the database instantly.
Auto-Extracted Fields
The following fields are automatically parsed from the insurance card:
Supported File Types
Upload the card as a PDF (recommended) or image file. The card is stored and displayed in the Insurance Card Preview panel on the right.
Where to Find It
Go to Student → Insurance tab. Upload the card at the top — fields A, B, C are filled in automatically. Review and click Submit.
See what needs to be done the moment you log in
When any stakeholder (Student, Host Family, LC) logs into their portal, the dashboard automatically shows a list of incomplete tasks at the top. One click takes them directly to the relevant form.
Student
Student portal action items
- Application revision requested
- Incomplete application forms
- Payment not yet submitted
Host Family
HF portal action items
- Application revision requested
- Application not submitted
- CBC Consent not submitted
- Agreement not signed
- Criminal BG not confirmed
Local Coordinator
LC portal action items
- Application revision requested
- New leads need follow-up
- Monthly reports not submitted
- Semester reports not submitted
- CBC / Agreement incomplete
Agency
Agency portal action items
- Student application revision requested
- Incomplete document guidance
Built-in help desk — no external tool needed
Any portal user (Student, Host Family, LC, Agency) can submit a support ticket directly from their dashboard. Admin receives an email notification, reviews the ticket, and replies within the platform. The user is notified of the reply and can view the full conversation thread.
Submit a Ticket
Users submit a ticket from My Portal → Get Help. They select a category (Bug / Feature Request / Question / General), enter a subject and description, and submit. An email is immediately sent to the admin team.
Ticket Categories
Tickets are tagged by category to help prioritize and route.
Status Tracking
Each ticket has a status that updates as it progresses. Users can see the current status on their support page at any time.
Reply Thread
Admin and user can exchange multiple messages within a single ticket. All replies are timestamped and displayed in a conversation thread. Admin replies trigger an email notification to the user, marked as unread until viewed.
Admin Management
Admins manage all tickets at Admin → Support. Unread tickets show a badge count in the sidebar. Tickets can be marked as In Progress or Resolved, and can be deleted when no longer needed.
Role-Based Recipients
Select recipients by role — All Users, Students, Host Families, Local Coordinators, Agencies, or Schools. Real-time count updates as you toggle roles. Each recipient receives an individual branded email.
Live Preview + Templates
See exactly what recipients will receive as you type. Quick templates for common messages like profile completion requests. Choose header accent color from preset swatches to match your brand.
Branded HTML Delivery
Every broadcast uses the organization's branded email template — logo, company name, contact info, and footer. No plain-text bulk emails. Professional communication to every stakeholder.
Specific User Selection
Switch to Specific Users mode to hand-pick individual recipients across any role. Search by name or email, filter by role tab, and select with checkboxes. Selected users shown as removable chips.
Rate-Limited Sending
Automatically throttled to 15 emails/minute to stay within Gmail limits. A persistent SMTP connection is reused across all sends. Disconnections are detected and reconnected automatically mid-job.
Live Progress Modal
A non-dismissible progress overlay shows sent count, failure count, ETA, and the current recipient in real time. The job runs in the background — closing the tab does not interrupt delivery.
Access
Available at Admin → Settings → Broadcast Email (05). Admin-only. Emails are sent from the configured SMTP account with Reply-To set to noreply@anbeducation.com.
Daily Visits Trend
Interactive chart showing daily page views over the selected period. Quickly spot traffic spikes, quiet periods, and engagement patterns across Today, 7 Days, This Month, This Year, or a custom date range.
Traffic Source Mix
Donut chart breaking down visitors by source category — Direct, Internal, Search Engine, Social Media, and External referrers. Identify how users are finding and navigating the platform.
Geographic Distribution
Interactive world map with country-level visitor breakdown. Flag icons, visit counts, and bar rankings show which countries are accessing the platform — useful for agency and coordinator oversight.
Top Pages
Ranked list of the most-visited pages with visit counts and bar visualization. Quickly see which features, portals, or admin sections are being used most — and which may need attention.
Unique Sessions & Visitors
Three headline metrics at a glance — Total Page Views, Unique Sessions, and Unique Visitors (by IP). Gives an instant snapshot of platform activity for the selected time window.
Browser & OS Breakdown
See which browsers and operating systems visitors are using. Helps ensure compatibility decisions are grounded in actual usage data — not assumptions about what devices stakeholders use.
Access
Available at Admin → Analytics. Admin-only. Traffic is tracked automatically on every page request — no external analytics service or script injection required.
4 Entity Types, One Consistent System
Admin staff can create and maintain profile flyers for each entity type: School, Host Family, Local Coordinator, and Student. Each flyer has its own rich content editor, photo/logo upload, and a branded PDF export page accessible from the admin panel.
School Flyer
Mission statement, community overview, founding year, grades served, enrollment, mascot, school colors, AP courses, sports, clubs, nearby airports and cities, and weather summary. Includes photo and logo upload.
Host Family Flyer
Family introduction, home description, neighborhood, activities, pets, and a profile photo. Published flyers are visible to matched students via their My Placement page.
LC Flyer
Local Coordinator bio, region coverage, contact info, and a profile photo. Accessible to students through their placement page so they know who their coordinator is before arrival.
Student Flyer
Marketing card for available (unmatched) students — bio, hobbies, language skills, and a profile photo. Published flyers can be browsed by Host Families via the HF portal to express interest in a student.
Photo & Logo Upload
Each flyer supports separate photo and logo file uploads. Files are stored under /static/uploads/<entity>/<id>/ for clean per-entity organization.
Publish Control
Each flyer has an is_published toggle. Only published flyers are visible to students and host families — unpublished drafts remain private until ready.
One Page — Full Placement Picture
Once a student is assigned a school, host family, and local coordinator in the admin panel, they can view all three placements from a single page in their portal at /my-portal/placement. Each card shows the entity's published flyer details and includes a link to download the full PDF profile.
School Card
Displays the assigned school's name, address, website, and if a school flyer is published — mission, community info, grades served, mascot, colors, AP courses, sports, and clubs. Includes a View School Profile PDF button.
Host Family Card
Shows the host family's name, region, and published flyer content. Students can download the HF profile PDF to learn about their host family before departure.
LC Card
Shows the assigned Local Coordinator's name, contact info, and published flyer bio. Students know exactly who their coordinator is and how to reach them before they arrive.
Access Control
Only accessible to logged-in Student role users. Pulls from the student's active Application record — if no placement is assigned yet, the page shows a friendly "not yet assigned" state.
Handwritten Signature Now Mandatory
All signing steps — Host Family, Local Coordinator, Parent/Guardian, and Admin — now require a handwritten canvas signature in addition to the printed name. Typed name alone is no longer accepted. This applies to all new approvals going forward.
Canvas Signature Required
The signature pad must contain a drawn signature before any approval action is accepted. If the canvas is empty, the system shows "Handwritten signature is required." and blocks submission.
4 Submission Paths
Student → via My Portal · Host Family → auto HF-approved on submit · LC → submits on student's behalf · Admin → can create directly from the reports panel.
Final Approval Notifications
When Admin gives final approval, automated emails are sent simultaneously to the Student, Host Family, and Local Coordinator — confirming the travel is approved with destination and dates.
Browse Available Students
Host Families can browse a gallery of published student profile cards at /hf-portal/students/browse. Each card shows the student's bio, hobbies, language skills, and profile photo from their published Student Flyer. This allows HFs to proactively identify students they'd like to host before formal matching by admin.
Published Student Flyers Only
Only students whose flyer has been marked as is_published = true appear in the browse gallery. Unmatched/available students are shown — already-placed students can be excluded by admin.
Profile Card Contents
Each card displays the student's profile photo, name (or anonymous if not published), home country, grade, language proficiency, hobbies, and a brief bio — enough for HFs to make an informed interest expression.
HF Portal Only
Accessible only to logged-in Host Family users. Visibility can be toggled via Admin → Settings → Portal Access (menu key: hf_portal_students).
Recruitment Tool
Combined with the Student Flyer system, this creates a self-service recruitment loop: staff publishes student flyers → HFs browse and identify candidates → admin finalizes matching and updates placement.
End-to-End Orientation Workflow
LC creates the orientation confirmation record (date, location, linked host family and student). The record is then pushed to both the HF portal and Student portal for digital signature. Once all parties sign, the record is marked Submitted and a branded PDF is available for audit inclusion as Doc 2.2.
LC Creates Record
LC logs into their portal and navigates to Orientations → HF or Orientations → Student. They fill in orientation date, location, the linked host family or student (auto-filled from assignments), and upload an optional pre-signed form image.
HF Signs via Portal
Host family logs into their portal and goes to Orientation Confirmation in their sidebar. They see the record created by their LC, print their name, draw a canvas signature, and submit. Up to two adult HF members can sign. Status changes from Draft → Submitted on signing.
Student Signs via Portal
Student logs into their portal and goes to Orientation Confirmation. They review the record (date, location, LC name), print their name, draw a canvas signature, and submit. Status changes to Submitted on first signature.
PDF Export
LC, Admin, and PM can export a branded orientation confirmation PDF at any time. The PDF includes all signatures as embedded images, orientation date, location, and both party names. Used as compliance Doc 2.2 in the audit ZIP.
Program Documents Panel
When completing an orientation form, LC sees all shared Program Documents (handbooks, orientation slides, reference materials) uploaded by admin in Settings → Program Management. These can be referenced during the orientation session.
Admin Review
Admin can view and manage all HF and Student orientation confirmation records at Admin → Orientations → HF and Admin → Orientations → Student. Search by name, filter by status. Edit or override any field directly.
Program Documents — Admin-Managed Reference Library
Administrators can upload shared documents (orientation handbooks, checklists, CFR reference sheets) at Settings → Program Management. These documents appear automatically in every orientation form view for LCs, HFs, and Students — no per-record attachment needed.
What This Feature Does
When a student must change their host family or school after arrival, DOS requires this to be documented in a separate record for the auditor. This feature automates that process — Admin and Program Managers log each change in real time, and the system automatically generates a compliance-ready PDF included in the audit ZIP under 7_Placement_Changes / 7.1 — Placement Change History.
Where to Enter Changes
Go to the student's profile → Placement Changes tab. The current placement (host family, school, LC, agent) is shown at the top. Click + Add Change to log a new post-arrival change.
What Gets Recorded
Each change record captures: change date, old and new host family, old and new school, reason for the change, and notes (e.g., SEVIS termination context). Old values are automatically pulled from the student's current assignment — no manual entry needed.
Assignment Updates Automatically
Saving a placement change also updates the student's active assignment (host family, school, LC, agent) in real time. The current placement card on the tab always reflects the latest assignment.
Audit PDF — Doc 7.1
A PDF of the full placement change history is accessible via the J-1 Compliance page for each student. Click 7.1 PDF in the ⑦ Placement section of the compliance sidebar to preview or download.
Included in Audit ZIP
When downloading the full audit ZIP for any student, the placement change history PDF is automatically included — even if there are no changes (the PDF will state "No changes recorded"). This ensures consistent ZIP structure across all students.
Edit & Delete Records
Each logged change can be edited (date, names, reason, notes) or deleted from the Placement Changes tab. Only Admin and Program Manager roles have access to this tab — it is not visible to LC, HF, or Agency portals.
Compliance Note
Per 22 CFR 62.13, sponsors must notify DOS within 5 business days of any host family or school change. Log each change promptly and include the reason. This record serves as your documentation trail in the event of a DOS or CSIET audit.
| Setting | What It Controls | Location |
|---|---|---|
| Audit Document Template | Organization name, logo, and primary color for all compliance PDFs. Changes apply to every PDF export immediately. | Settings → Audit Template |
| Report Automation | Schedule automatic email reminders for monthly and semester report due dates. Configure recipients and timing per report type. | Settings → Report Automation |
| Portal Menu Access | Toggle which sidebar items each role (HF / LC / Student / Agency) sees in their portal. | Settings → Portal Access |
| Email Templates | Customize the content of notification emails for each event (submission, approval, reminder) per stakeholder role. | Settings → Email Templates |
| Notification Recipients | Set which email addresses receive each type of notification (CBC submitted, report submitted, etc.). | Settings → Notification Email |
| Brand Assets | Upload the organization logo used in portal pages and all PDF headers. | Settings → Brand Assets |
| SMTP Configuration | Outbound email server (host, port, credentials). Test connection from this page before enabling automation. | Settings → SMTP |
| Broadcast Email | Send a one-off email to all users in a selected role group (e.g., all LCs, all HFs). | Settings → Broadcast Email |
| Program Management | Upload and manage shared program documents (orientation handbooks, slides, CFR references). Documents appear automatically in all orientation confirmation forms for LC, HF, and Student portals. | Settings → Program Management |
| Database Backup | Manual full database backup with download. Keep off-site copies for disaster recovery. | Settings → Database Backup |