Immigration Status
You can update the immigration status as the case updates at any time.
A case has two types of statuses. The first type is the case status, which can be found and updated in the header of the case. The second type is the immigration status which is also visible in the header but can be updated from the "Immigration Status" tab. The reasoning behind having these two statuses is to provide you with information regarding any updates related to case approval or rejection by immigration officials.
For example, there may be situations where immigration officials have reached a decision, but the client has not yet settled your invoice. In such cases, it is necessary to keep the overall case in a Pending Status, even if you have updated the immigration status to approved or rejected.
It is vital to ensure that your immigration status is kept current prior to marking the case as completed. This practice allows you to leverage the insights gained for future cases, especially via the rejection analysis
Note: If you attempt to mark the case as completed without updating the Immigration Status, the system will prevent you from doing so. This measure is in place to support you in maintaining an organized and consistently updated practice.
This is how you update the immigration status:
1. Navigate to Cases.
The Cases page is displayed.
2. Click the case you wish to view.
The page for the selected case is displayed.
3. Click the Immigration Status tab.
The Immigration Status page is displayed.
4. Click Edit Status.
The Immigration Status fields will become editable
5. Select immigration status from the list.
Note: If you choose the status "rejected," the system will prompt you to select a reason for rejection. It is essential to select a rejection reason before saving the Immigration status, as this data is crucial for rejection analysis.
In case, of approval, the system won't ask you to select any reason and you continue to fill rest of the fields.
- It is possible to keep a record of whether a document has been issued or not. If you choose "no" indicating that no document has been issued, no additional fields will be displayed. However, if you choose "yes" to indicate that a document was issued, the system will prompt you to select the type of document that was issued.
- You have the opportunity to record the date of issuance of the document and its period of validity.
- Please choose the date you wish to receive a reminder regarding the document expiration. This practice will assist you in staying informed and ensuring timely action, thus avoiding any inconvenience for your clients or any last-minute rush to prepare for their new case.
You have the option to choose from a list of pre-defined reminders or create your own reminder for any date you prefer.
Note: If the valid until date is not selected as mentioned in the previous step, the additional fields to set reminders will not be visible.
- Enter notes in the Notes field. Enter as many details as possible to understand why the case was approved or rejected(lessons learned) so that when you start any other case you can refer back to similar cases and apply your lessons learned for better results.
7. Click Update Status.
The Immigration Status is updated.