Matters for employer sponsored visas and Nomination Matters must be linked to the corresponding Business Sponsor Matter.
1. Create the Business Sponsor Matter
If you have not yet done so, create the Business Sponsor Matter. See the guide 'Create a New Business Sponsor Matter' for steps on how to do this.
2. Create the Nomination Matter
Now create Nomination for this Sponsorship.
2.1. Select 'Add Matter'
From the Matters tab of your Sponsor Client File, right-click in the Matters column, then select Add Matter.
2.2. Complete the Nomination Matter's Details
Complete details for this Matter
- Select the Category
- Select the Type - Stream/Sub
Then click Next.
2.3. Confirm Details and Finish
Confirm the details entered are correct, then click Finish.
The Nomination Matter now appears on your Sponsor Client File.
3. Link the Nomination Matter to the Sponsorship Matter
A Business Sponsor Client File may have multiple Sponsorship Matters and multiple Nomination Matters. Even though we now have a Nomination Matter on file, we need to link that to the related Sponsorship so we know which Sponsorship it belongs to.
3.1. Select the 'Link' icon for the Related Business Sponsorship
On the Matters tab, select your Nomination Matter, then in the 'Matter Details' section, click the 'Link' icon on the Related Business Sponsorship Details row.
The Sponsorship/Nomination Link Wizard will appear.
3.2. Select to Create a Data Link
Select the option Create a Data Link to a Business Sponsorship, then click Next.
Note: If you did not process the original Sponsorship and have been engaged simply to process the Nomination and Visa, you can click 'Manually Entering Data' to enter details of the Sponsorship.
3.3. Confirm the Client Name/ID
On the next screen you will be asked to confirm you are linking to the correct Sponsor Client File. Click Next.
3.4. Select the Sponsorship Matter to link to.
Click the down-arrow in the 'Select the Matter to Link to' field and choose your Sponsorship Matter that this Nomination relates to. Then click Next.
3.5. Confirm details and Finish.
Confirm the Details of the link, then click Finish.
The Sponsor Matter and Nomination Matter are now successfully linked.
Tip: To view all Nominations linked to a Particular Sponsorship, go to the Sponsorship Matter, then select the Nomination Links sub-tab.
4. Link a Visa Applicant Matter to a Nomination
You must also link your Visa Applicant Matter to your Nomination Matter.
4.1. Select the 'Link' icon for your Visa Matter
On the Matters tab, select your Nomination Matter, then in the 'Matter Details' section, click the 'Link' icon on the Related Visa Details row.
The Sponsor/Nominator to Migrant Link Wizard will appear.
4.2. Select to Create a Data Link
Select the option Create a Data Link to a Visa Application, then click Next.
4.3. Select the Migrant Client File
Type the Migrant's Client File name or ID, then click Search.
Choose the correct Client ID, then click Next.
4.4. Complete the Visa Applicant Details
Select the drop-down arrow in the 'Select the Matter to Link to' field and choose the Migrant's Matter.
Select the drop-down arrow in the 'Set the Sponsor/Nominator....' field and choose your Nomination Matter by selecting 'Copy From ....'
Then click Next.
4.5. Review Applicants
Review the Applicants. If the applicants don't match between the Visa and the Nomination, choose an option to take (example, choose 'Change the Nomination Matter applicants to match the Visa Matter Applicants'), then click Next.
4.6. Confirm Summary and Finish
Confirm the details of your selection, then click Finish.
The Visa Matter has now been linked to the Nomination Matter.
