To invite the client to complete a questionnaire from an existing case, follow the steps below.
💡There are two(2) categories of Questionnaires:
Complete Assessments: Used to determine eligibility e..g Express Entry /FSW
Complete Forms: Used to collect details needed for IRCC Forms.
Navigate to your client's case and select the Questionnaires tab.
Click Assign to select and click Complete Assessment or Complete Forms, depending on the stage of your client.
Click on Select below the Questionnaire you want the client to complete.
Click Select to send the questionnaire to the respective applicant(s). Note that every case can have more than one user aside from the primary applicant.
You will see the selected questionnaire in the Questionnaires tab after.
💡For Sponsorship cases such as Family Sponsorship or Refugee Sponsorship, the Sponsor can be added via the Users button and the required details can be requested from the Sponsor.
Add multiple applicants to the case via the Users button below.
