How can we help?
Short, friendly guides for getting things done in TRIOPilot. Search below, or browse by who you are.
Getting started
New here? Start with the basics.
- Getting started with TRIOPilotWhat TRIOPilot is, how to sign in, and where to go for your role.
- Manage your accountSet your profile photo, change your display name, and update your login email.
- What applicants seeA walkthrough of your public application form, so you can answer questions and help someone through it.
For advisors
Day-to-day work with your students.
- Find and filter studentsSearch the student list, answer questions like "who still needs a FAFSA?", customize your columns, and act on a whole group at once.
- Log a contactRecord an advising interaction so it counts toward your APR.
- Understand student statusesWhat pending, active, served, reportable, and rejected mean, and how a student moves between them.
- Add a student by handEnter a student from a paper application. TRIOPilot creates the record and files their answers, just as if they had applied online.
- Upload and download documentsAttach files to a student's profile, tag them to APR outcomes, and manage them safely.
- Record an eventLog a workshop or group session and credit every attendee at once.
- Send a text messageText a student who has opted in, and keep the whole conversation on their profile.
- Review possible duplicatesCompare a flagged application with a record already on file, then merge them or keep both.
- Update a student's recordEdit any field right on the profile, and make sure your edit lands in the right program year.
- Manage your schedulePublish the hours students can book, read your week at a glance, and block off the time you are not available.
- Use the AI assistantAsk questions in plain English to look up students, build lists, and draft contact logs.
- Change or cancel an appointmentMove, cancel, or close out an appointment after it is booked, including the one thing TRIOPilot will not do for you.
- Connect your Outlook calendarLink your college Microsoft 365 calendar so your meetings block booking time, appointments land on your calendar, and students get an invitation.
For admins
Set up your program, run reports, manage your team.
- Set up your programWhat onboarding already created for you, plus a first-week checklist to go live.
- Add a user or advisorInvite staff, choose the right role, adjust permissions, and archive accounts when someone leaves.
- Build your application formUse the Application Builder to design the intake form applicants fill out.
- Run your APRSet up your APR configuration, generate the report, and export what you file.
- Roll students into a new program yearCarry participants forward to the next program year, safely.
- Run the Needs Attention reportFind every student in your program with missing APR outcome data or missing evidence, across all advisors.
- Customize student profilesAdd custom fields, set rollover behavior, turn on federal APR fields, and arrange the profile layout.
- Find your way around Program SettingsA guided map of Settings: which tab holds what, from your program's name and branding to reporting numbers, feature switches, and your account.
- Edit your homepageBuild the public homepage visitors see at your program's web address.
- Set up appointment schedulingTurn scheduling on, name the appointments you offer, set your booking rules, and invite applicants to pick a time.
- Edit the emails TRIOPilot sendsCustomize the five automatic emails with rich text, choose who gets the new application alert; Spanish and Creole translate automatically.
- See who changed whatUse the audit log to review staff activity in your program, filtered by person, category, date, or keyword.