Homework in FastVisa serves as a way to communicate and collaborate on case tasks with your clients and team members. It allows you to assign tasks to clients or even team members, and they can submit their completed work through the Client and Case Portal (for Clients), or Manage (for team members).
How to use homework
Create Document's Homework
Click the "+" sign in the Homework module.
Choose 'File upload' to create document homework.
Fill in the necessary details for the homework.
Assign the homework:
Public: Homework is visible to all clients in the client module.
Primary Client: Homework is only visible to the selected primary client.
Specific Case Participant: Homework is only visible to that specific case participant.
Decide if the homework should be visible to the case participant by ticking or unticking 'Visible to case participant'.
If there's a chance the client doesn't have the required document, tick 'Enable client to claim document not applicable' to allow them to mark it as not applicable in the FV portal.
Create Homework Questionnaire (HQ)
FastVisa offers some pre-existing Homework Questionnaires in the system, but in order to use them, they first need to be assigned to your organization.
If you have a specific form that you want to be included in the Homework Questionnaire, you can request it from FastVisa Support. They will assist in creating the necessary questionnaire for your organization's needs.
To use a Homework Questionnaire, ensure the intended client is already added to the Client module.
Here's how to create a Homework Questionnaire (HQ):
Click the "+" sign in the Homework module.
Choose 'Questionnaire' to create a homework questionnaire.
Select the intended Questionnaire.
Fill in the necessary details for the homework.
Assign the homework:
Public: Homework is visible to all clients in the client module.
Primary Client: Homework is only visible to the selected primary client.
Specific Case Participant: Homework is only visible to that specific case participant.
Decide if the homework should be visible to the case participant by ticking or unticking 'Visible to case participant'.
Note: If you assign the homework as Public, you won't be able to sync current client profile data to the homework. If you select Primary Client or Specific Case Participant, you can sync current client profile data to the homework questionnaire.
Click the 'Create' button.
When clients submit their completed homework, it will appear as "Pending." You can then:
Review the submission.
Re-assign the homework with additional notes for corrections.
Verify that the homework is correct.
Once verified, document homework will be converted into a Supporting Document. HQ can be auto-filled to forms, client profiles, or not autofill anywhere.
By using Homework, you can streamline task communication with your clients and ensure smooth progress in your cases.