The Visa and Work Permit Details screen is used to manage and track information about the individual document(s) that are procured for a given case. One record tracks information about an individual document. Detail records can be created and edited from both the Case Details and the Visa and Work Permit Summary screens.
The screen title contains the <Type of Application> selected for the Detail record, as well as the Case Number and all Person(s) specified in the associated Case Details record.
Pertinent fields on the Visa and Work Permits Details screen are:
Type of Application: Identifies the type of immigration application being made with the government entity. Select from a pre-defined list of application types.
If the application is for is an extension -- this applies when “Extension” is appended to the end of the Type of Application list item -- the Extension To field becomes available.
This choice list can be managed in the Lookup Maintenance screen using the <Visa/Work Permit Application Type> Lookup Field. However, if using Vendor Integration, ensure all immigration vendors can provide the list of types from their systems.
Extension To: The Visa/Work Permit record that the current record is extending.
The choice list displays Document Numbers from records that have the same Application Type as the one being created. For example, if <Visitors Visa Extension> is being created, the list displays the Document Number from all records that have Application Type of <Visitors Visa>.
Issuer Country, State/Province, City: The geographic location of the entity issuing the document.
Issuer: Identifies the entity that processes the application and issues the document. For example: Labor Department, Immigration Department, Consulate, Other.
This choice list can be managed in the Lookup Maintenance screen using the <Application Filed With> Lookup Field. However, if using Vendor Integration, ensure all immigration vendors can provide the list of issuers from their systems.
Contact section: In this section, the Name, Phone, Email, and Fax fields track the person at the immigration provider handling the Case.
Document Type: The type of the actual immigration document that is delivered as a result of the application, such as “I-551 Permanent Resident Card”.
Document Number: The unique identifier given to the immigration document.
Issue Date: The date the immigration document was issued.
Expiration Date: The date the immigration document expires.
Document Status, Document Status Date, Document Status Update By: Identifies the progress of the document procurement, as well as when the progress update was made, and who made it.
Any update to Document Status inserts a separate record in the “Assignment Visa Document Status History” table, which allows users to review the history of all status updates for a given document. The data in this table can be queried through User Reports, but cannot be seen in any screens.
Documents section: Allows users to upload files that contain the applications and documents that are used throughout the document procurement process. Note that there are standard immigration document types in the system which required to be made active in order to use them when uploading files.
Click the [Save] button to display the Documents section.
Click [Save & Duplicate] to save the current record and create a new one with the values from the Details and Contact sections.