Index

1. Section 1: Introduction
   1. Logging in for the first time (467KB opens in a new window)
   2. Request a password reset (398KB opens in a new window)
   3. Change your password (515KB opens in a new window)
2. Section 2: Sponsor profile and user administration
   1. Request a new level 1 user (799KB opens in a new window)
   2. Create a new level 2 user (834KB opens in a new window)
   3. Amend user details and deactivate a user (1.6MB opens in a new window)
   4. Submit a change of circumstances (699KB opens in a new window)
   5. Add study addresses (1.1MB opens in a new window)
   6. Edit and delete study addresses (1.2MB opens in a new window)
3. Section 3: Creating and managing single confirmations of acceptance for studies (CAS)
   1. Create a confirmation of acceptance for studies (and save for later) (1.5MB opens in a new window)
   2. Find and edit an existing confirmation of acceptance for studies (CAS) and save for later (997KB opens in a new window)
   3. Add sponsor notes to live confirmation of acceptance for studies (1.1MB opens in a new window)
   4. Update fee-related fields on a live confirmation of acceptance for studies (CAS) (901KB opens in a new window)
   5. Delete a confirmation of acceptance for studies (CAS) (999KB opens in a new window)
   6. Withdrawing a confirmation of acceptance for studies (CAS) (998KB opens in a new window)
   7. Check status of a confirmation of acceptance for studies (CAS is obsolete) (698KB opens in a new window)
4. Section 4: Creating and managing batches of confirmations of acceptance for studies (CAS)
   1. Create a batch of confirmations of acceptance for studies (CAS) and save for later (1.7MB opens in a new window)
   2. Find a batch and edit a confirmation of acceptance for studies (CAS) (1.3MB opens in a new window)
   3. Link a confirmation of acceptance for studies (CAS) to a batch (1.2MB opens in a new window)
   4. Unlink a confirmation of acceptance for studies (CAS) from a batch (1.6MB opens in a new window)
   5. Upload a batch (using bulk data transfer) - successful upload (1.7MB opens in a new window)
   6. Upload a batch (using bulk data transfer) - error message received (1.6MB opens in a new window)
   7. Delete a batch (and all confirmations of acceptance for studies within it) (934KB opens in a new window)
5. Section 5: Transferring ownership and exporting confirmations of acceptance for studies (CAS)
   1. Search for a confirmation of acceptance for studies (CAS) and transfer ownership (1.1MB opens in a new window)
   2. Search for a batch (by batch owner) and transfer ownership of the batch (1.1MB opens in a new window)
   3. Export confirmation of acceptance for studies (CAS) records to an XML file (1.1MB opens in a new window)
6. Section 6: Reporting student (migrant) activity
   1. Report student activity (1.0MB opens in a new window)
   2. Report student no-shows using bulk data transfer (2.2MB opens in a new window)
7. Section 7: Payments
   1. Assign a confirmation of acceptance for studies (CAS) and make a manual payment (Cheque) (1.4MB opens in a new window)
   2. Assign and pay for a batch (electronic payment) (1.3MB opens in a new window)
   3. View outstanding payments (884KB opens in a new window)
8. Section 8: Managing your allocations
   1. Request additional confirmations of acceptance for studies (CAS) (885KB opens in a new window)
   2. Request an allocation increase for CoS (certificates of sponsorship) and CAS (confirmations of acceptance for studies) (1.1MB opens in a new window)
   3. Withdraw a request for an additional allocation of confirmations of acceptance for studies (CAS) (826KB opens in a new window)
   4. Request renewal of annual allocation (1.4MB opens in a new window)