ImmigrationTracker7 Part 3 Training

Transcription

1 ImmigrationTracker7 Part 3 Training Screenshots Report Screen Introduction Screen one sees when they click the Reports icon in the Navigation window.

2 Grid Based Report All Foreign Nationals report Check or uncheck the values in the Visible Fields section to add or remove columns. Click the gray header (Family Name in this example) once to sort that column ascending, again for descending. Type into the yellow bar ( Amestris in this example) and hit Apply Filter to return values that begin with that expression. Reports can be exported to Word, HTML, or Excel Export menu option. It s possible to save the report schema for later use Save menu option. See next screenshot for location of saved reports.

3 Location of Saved Reports Saved reports are accessed the My Reports section circled below.

4 Process Reports Expand the Process Reports folder for additional process level reports. Criteria for three circled reports: Cases Filed and Pending Grid returns information on processes where Filed workflow step has been checked but where Done has not. Cases in Prep Grid returns information on processes where Open step has been checked but where filed has not. Cases Open Grid returns information on process where Open step has been checked but Done has not; combination of the above-mentioned reports.

5 Formatted Report Cases Filed and Pending This is a formatted report. This report has the same values as the Cases Filed and Pending Grid (circled in previous screenshot), but in a different format. Can be exported to PDF, RTF, or HTML. Numerous filters can be applied.

6 Expirations Report This report will display any selected Status Document that will expire within the defined date range.

7 Visa Bulletin Report Prep Screen Use this interface to set the criteria for the Visa Bulletin report. The report will return all the individuals in Tracker who are current based on the latest Visa Bulletin report posted by the State Dept. One can view the Visa Bulletin report on the State Dept website by clicking the View Entire Visa Bulletin button.

8 Output of Visa Bulletin Report Listing of all the foreign nationals in Tracker who are current.

9 Report Designer Interface to create your own reports. In the preview screen, a value of abc indicates text will be returned, today s date indicates a date will be returned. To preview the report dataset, click the Preview Data button. When the report is completed, click the Save Report button and name it. See below for where to access saved, designed reports.

10 Location of Designed Reports Designed reports are accessed the Designed section circled below.

11 PERM Process Details Screen PERM specific Process details screens have a few additional options ETA Case No, 180 Day Exp, and Recruitment link.

12 Job Bank / Intended Job Interface to record and track a Process intended job. Note that H-1B (LCA) and PERM processes have two additional tabs. Job descriptions can be imported or exported to the petitioner s job library or beneficiary s job history.

13 Recruitment Rounds Interface to track recruitment efforts for PERM cases. This information will flow into the ETA-9089, which can be e-filed with the Department of Labor (see later in the document).

14 LCA Specific Process Details Screen H-1B and E-3 specific Process screens have a link to the LCA module.

15 LCA Screen Interface to record and track LCA information. This information will flow into the ETA- 9035, which can be e-filed with the Department of Labor (see next section).

16 E-File-able Forms (Word 2003) Forms that are currently able to be e-filed: DS-160, ETA-9035, and ETA E-File-able Forms (Word 2007)