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How to Convert a Ticket to a Case?

Updated over 2 years ago

To move forward with an immigrant's request and initiate the case process, you can convert a ticket by following these steps:

  • If you determine that the immigrant's request can proceed, simply click the "Convert" button.

  • Additionally, you have the option to include a designated template called procedure within the converted ticket. This allows you to utilize predefined template items, such as invoices, forms, tasks, and more, which automatically generate within your cases.

  • The ticket will be automatically transformed into a case, appearing in your cases table for easy management and tracking.

  • A new client profile will be generated within the Clients menu, preserving all the prospective immigrant's data provided in the ticket.

  • This feature saves time since you only need to fill in any additional required information to progress the case.

Note: If you have Institution Admin access, you may also have the option to convert a ticket to another organization within your institution. This enables the creation of clients and case data within the designated organization.

By utilizing the convert function, you can efficiently transition a ticket into a case, establish a client profile, and streamline the management and progress of immigration cases.

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