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Managing immigration details on a case record

Carlo Arazas avatar
Written by Carlo Arazas
Updated over 2 weeks ago

Open a case and 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.

Immigration status types are:

  • Eligible

  • Initiated

  • In Progress

  • Started

  • Information Received

  • Sent for review/Signing

  • Filed

  • Approved

  • Denied

  • Received

  • Closed

  • Extended

  • On hold

πŸ’‘Note: Don't forget to click "Save" apply an changes made!

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