The Case Details screen (Figure 4) is used to manage and track information about the immigration case that is created by the service provider. The service provider can be an internal immigration team or a vendor.
Figure 4: Case Details screen
Click the [Save] button to display the Visa and Work Permit Details section and add Detail records.
Fields on this screen are:
Service Order: Identifies the Service Order with which the Case is associated. In other words, this Case Details record is the result of the work performed for that Service Order.
Service Orders are listed based on their Service Types, which are identified in the Service Type Screen Mapping screen for the Visa and Work Permits Case Details screen. This means that Service Orders created on both the Visa and Work Permits Service Request and the generic Service Order screens are displayed, provided they reference the Service Type(s) configured for the Case Details screen.
Person(s): Identifies the people that the Case tracks.
The list displays the employee, the spouse/domestic partner, and all dependents identified for the assignment. This grid does not take into consideration the Status of the person (e.g., <On Assignment> or <Not On Assignment>) or whether the person was selected in the associated Service Request.
Use [Shift]-click to select multiple people that are adjacent to each other in the list.
Use [Ctrl]-click to select multiple people that are not adjacent to each other in the list.
Use [Ctrl]-click to deselect a person.
Case Number: A unique identifier used to track the Case.
Case Type: Describes the type of work involved for the Case.
This choice list can be managed in the Lookup Maintenance screen using the <Visa/Work Permit Case Type> Lookup Field. However, if using Vendor Integration, ensure all immigration vendors can provide the list of types from their systems.
Description: Describes the purpose of the case. Examples: “UK-TIER 2 ICT COS ONLY | Tier 2 (ICT) COS Only | Long Term extension”, “NL-EU ICT RENEWAL | Extensions of EU ICT Permits”, “BE-WP TYPE BE HIGHLY S/E | BE-WP TYPE BE Highly skilled/Executive | Assignment”.
Status: Identifies the progress of the case as it moves through the immigration process. Select from: In Progress, Closed, Inactive, Cancelled.
This choice list can be managed in the Lookup Maintenance screen using the <Visa/Work Permit Case Status> Lookup Field. However, if using Vendor Integration, ensure all immigration vendors can provide the list of statuses from their systems.
Status Description: Additional details provided by the immigration provider regarding the specific status of the case. For example: if the Case Status is "Closed", the description may be “Deregistration Complete, Process Completed, No tracking required, Assessment Complete”.
Deregistration Required: Identifies whether the person must be deregistered at the end of their stay in the host location.
Premium Processing: Identifies whether expedited processing of the case is requested. Applies to U.S. immigration documents only.
Primary Work Location City: The city in which the employee will primarily perform work in. Used in conjunction with Occupation Classification to determine the minimum annual salary required. Only displayed when the Employee is selected in the Person(s) choice list.
Occupation Classification: A generic classification of the employee’s job description. Used in conjunction with Primary Work Location City to determine the minimum annual salary required. This is also known as “NOC Code” or an “SOC Code”. Only displayed when the Employee is selected in the Person(s) choice list.
Required Annual Salary and Currency: The prevailing wage and its currency for the employee based on the employee’s primary work location and occupation. Ultimately this is used by a compensation team to know what kind of salary uplift is required to send the Employee on assignment. Only displayed when the Employee is selected in the Person(s) choice list.
The Case Details screen can be locked and unlocked by users based on the lock and unlock permissions. These permissions can be added to the Visa and Work Permit Case Details screen via Role Maintenance. When a case is locked or unlocked, the following associated screens will also be locked/unlocked:
Visa and Work Permit Details (and documents associated with this screen)
Visa and Work Permit Service Request Details
The Visa and Work Permit Service Request can be associated with multiple visa and work permit cases. This screen will only be locked if all associated cases have a status of locked. When a case is locked, data cannot be modified on the screen.