Open, review and close confidential cases

Activate the private register#

Owners and administrators in this corporate workspace can manage the entire register. Keep case records limited to the information your team needs.

1. Switch to a Corporate workspace with confirmed business setup. Open Apps and find Case Management.
2. Click Install & set up. In the setup screen, review the statement under Set up your confidential register.
3. Check the acknowledgment and click Activate Case Management. The Case register and Open a case form will appear.

Choose an intake workflow#

Use an internal party reference and leave sensitive identification numbers out of the case title and summary.

1. In Open a case, choose a Workflow. For a visa file, select Visa application to use its destination, application and evidence checklist.
2. Enter a Case title and, if useful, a Client or party reference. Enter a Next due date once your team has verified it.
3. For an immigration, visa or student case, choose a Destination country and Pathway category if known. The case destination can differ from the workspace’s business country.
4. Use Pathway description for a short programme, route or intake name. Keep identification numbers out. The category is for your team’s records.
5. Click Open case. The detail screen displays the case reference and the current revision.

Track the next action and close or reopen the case#

If another tab saved a newer revision, reload the case and compare the latest summary and checklist before saving your changes again.

1. In Case register, choose Filter by workflow, Filter by status or enter a Case reference. Click Apply filters and open the case by its title.
2. Fill in Working summary and next action, update Next due date, and check the steps your team has reviewed.
3. Set Case status to Active, Waiting or Closed and click Save case. To reopen a closed case, select Active, check the next action and save again.

Understand what the register supports#

The register supports internal intake and review. Filing, eligibility assessments, automatic conflict clearance, statutory deadline calculation, trust accounting, file upload and external submissions are unavailable.

For a demo evaluation, enter fictional names and references. The demo uses separate storage and has a time limit.