To invite the client to complete a questionnaire from an existing case, follow the steps below.
💡There are two(2) categories of Questionnaires:
Assessment Questionnaire: Used to determine eligibility (e.g Express Entry /FSW)
Questionnaires: Used to collect details needed for IRCC Forms.
Assessment Questionnaire
Navigate to your client's case and select the Conduct Assessment button from the Case profile page. You will be prompted to send the assessment questionnaire, and you may do so by clicking the "Send to Client Button"
Questionnaires
Navigate to your client's case and select the Questionnaires tab.
Click Assign Questionnaire.
Click on Select below the Questionnaire you want the client to complete. You may also select to Automatically assign document checklist and Automatically assign the forms as shown below:
Click the relevant category to assign the appropriate questionnaire.
Select the appropriate Questionnaire under the selected category.
Click Select to send the questionnaire to the respective applicant(s). Note that every case can have more than one applicant aside from the primary applicant.
After you have successfully assigned the questionnaire, you should see a confirmation, and you should see the selected questionnaire in the Questionnaires tab.
💡For Sponsorship cases such as Family Sponsorship or Refugee Sponsorship, the Sponsor can be added via the Applicant button and the required details can be requested from the Sponsor.
Add multiple applicants to the case via the Applicants tab below.
