Back to Visa Services
Visa Services
How to create and progress a visa case
Use the wizard, follow the status path, and work the document checklist.
2 min read
Watch the demo
Create a case
- Open Visa Services and start the case wizard.
- Choose the visa type, the client and the applicants, including dependants.
- The case appears on the board and in the list, with an SLA due date and an overdue chip when it slips.
Status path
A case moves draft → documents pending → documents complete → submitted → in review → approved → issued → closed. There are also rework and request-for-information loops. Only the legal next steps are offered.
Document checklist
Each applicant gets a checklist copied from the visa type. When the last document is verified, the case advances.
Link to CRM
Link a case to a CRM account, or create a case from a CRM lead.