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Sponsorship management system - user manual for Tier 4


This page contains all the step-by-step guides that form the Tier 4 user manual for the sponsorship management system.

There is a separate user guide for sponsors under Tiers 2 and 5.

Last Updated: 14 October 2011

Index

  1. Section 1: Introduction
    1. Logging in for the first time - valid from 1 October 2011 (181KB opens in a new window)
    2. Request a password reset - valid from 1 October 2011 (161KB opens in a new window)
    3. Change your password - valid from 1 October 2011 (164KB opens in a new window)
  2. Section 2: Sponsor profile and user administration
    1. Add new Level 1 and 2 users - valid from 1 October 2011 (241KB opens in a new window)
    2. Deactivate level 1 and level 2 users - valid from 1 October 2011 (221KB opens in a new window)
    3. Amend Level 1 and 2 users- valid from 1 October 2011 (209KB opens in a new window)
    4. Submit amended details of your authorising officer and key contact - valid from 1 October 2011 (246KB opens in a new window)
    5. Add study addresses (1.1MB opens in a new window)
    6. Replace your current authorising officer and key contact - valid from 1 October 2011 (319KB opens in a new window)
    7. Edit and delete study addresses (1.2MB opens in a new window)
    8. Amend your organisation details - valid from 1 October 2011 (382KB opens in a new window)
    9. Request other changes to sponsor details - valid from 1 October 2011 (374KB 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 Check status of a confirmation of acceptance for studies (CAS is obsolete) (698KB opens in a new window)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. Conformation of acceptance for studies (CAS) based on another CAS in batch - copy non migrant data (685KB opens in a new window)
    2. Create a batch of confirmations of acceptance for studies (CAS) and save for later (1.7MB opens in a new window)
    3. Find a batch and edit a confirmation of acceptance for studies (CAS) (1.3MB opens in a new window)
    4. Link a confirmation of acceptance for studies (CAS) to a batch (1.2MB opens in a new window)
    5. Unlink a confirmation of acceptance for studies (CAS) from a batch (1.6MB opens in a new window)
    6. Upload a batch (using bulk data transfer) - successful upload (1.7MB opens in a new window)
    7. Upload a batch (using bulk data transfer) - error message received (1.6MB opens in a new window)
    8. 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)