Videos

Overview of Immicompliance Video

Overview of immicompliance

How to change Applicant or Petitioner in already created case

Go to case summary by clicking on the case number (from case manager)
Click on Case Forms and Case Members   on the left side menu under CASE SETUP
Click on the Case Members Tab
Remove the incorrect person by clicking on remove button on the far right
Add new person by clicking on big blue button and selecting the type of user and searching for the contact in drop down.
Click on Update Case button.




Link:https://www.immicompliance.com/videos.php?page=v36-how-to-change-applicant-or-petitioner-in-already-created-case

Case Manager-Case List and Quick Navigation

Click on case manager.
Click on a case from the list, or click on any icon from the far right side of the case under "Action "column. 



Link:http://www.immicompliance.com/videos.php?page=v21-case-manager-case-list-and-quick-navigation

Tab Sequence for Contacts

Display applicants and petitioner's details organized in tabs you prefer and in sequence you prefer.
You can choose your own way of displaying the different tabs related to contacts, applicant or petitioners.
All you need to do is select your preferences in settings.
Go to setting
Select Dashboard and Defaults Screen
Give the numerical sequence to the tabs you want to see.
The tabs are shown in ascending numerical values.



Link:http://www.immicompliance.com/videos.php?page=v22-contact-display-tab-sequence

Contact Display Format

Display the contact names in your preferred format.
Go to settings,
Select Contact format format setup
Select the way you want to names of your contacts displayed.




Link:http://www.immicompliance.com/videos.php?page=v23-contact-name-format-setup

Second Sponsor Form and Questionnaire

You can set up a case type with second sponsor form such as I-864) then create the case as you would.
There is no difference in case creation process, you just select your primary applicant, primary petitioner and attorney who is going to work on the case.
The second petitioner's questionnaire will automatically show up in primary petitioner and in portal for primary petitioner. Attorney or petitioner can complete this questionnaire.



Link:http://www.immicompliance.com/videos.php?page=v24-second-sponsor-questionnaire-for-i-864

Reporting in Immicompliance

Reporting on Immicompliance is extensive and easy to use.
Go to reports
Select the report you need
Provide parameters the report type needs
process report
download if you need.




Link:http://www.immicompliance.com/videos.php?page=v25-immicompliance-reporting-feature

Adding or removing form at the time of case creation

You can add a form or remove a form from the pre populated list of forms associated with the case type by clicking on "Add/Remove Forms" button
Then type in the form you need to add and click on "Add" on the left hand side of the list items.
To remove a form click on "Remove" on the right hand side list of items. 




Link:http://www.immicompliance.com/videos.php?page=v26-adding-or-removing-form-at-the-time-of-case-creation

Adding or Removing a Form After Case Creation

Go to the case summary page by clicking on the case from case manager.
On left hand side, click on "Case Forms & Templates" under CASE SETUP heading.
Once selected click on "Add/Remove Case Forms to Case"
Type in the form number you need to add on the left side search box, and once the form shows up click on "Add" button
Then click on "Update Case Forms" button on the right side bottom. 
To remove a form, click on the "Remove" button on the right side of the list of items and then click on "update Case Forms" button.





Link:http://www.immicompliance.com/videos.php?page=v27-adding-or-removing-a-form-after-case-creation

How to Disable/Inactivate a User

Go to Dashboard --> Staff Manager --> Select the Staff member --> uncheck the active checkbox at the bottom of the staff detail page.



Link:https://www.immicompliance.com/videos.php?page=v34-how-to-disable-or-inactivate-a-user

Changing the Contact Name after Initial intake

You can change the contact name by going to the contact manager, searching for the record, and updating the information you need including the contact's name. You can change any detail on the contact record. 
You can alternatively choose to change the name in the smart questionnaire as well, which will be only reflected in that case and not on the contact record.