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Managing immigration details on a case record
Managing immigration details on a case record
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Written by Carlo Arazas
Updated over a week ago

From the home page, click on People and open a case.

After opening a case, navigate to the Immigration section by scrolling down or selecting it on the left side of the screen.

Adding work permits

Visas and permits can be added in this section!

To add a work permit, simply click on "Add Immigration" or the "+". Fill out the form and click on "Save"!

Managing the permit type and status

Clicking on the Type allows you to choose from a pre-made selection of immigration types. You can edit or rename any of these options by clicking on the "..." button and selecting "Edit". Enter the desired type click "Save"!

The Status of the immigration record can be changed. Simply click on "Status" and select one from the menu to indicate the status of the immigration record.

๐Ÿ’กNote: Don't forget to click "Save" apply an changes made!

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