Immigration Advisor Handbook
  • 👋Welcome to the handbook
  • SECTIONS
    • ✍️Caseworker Registration
      • 2.1 Who are OISC
      • 2.2 Staff/Volunteer Journey from Level 0-3
      • 2.3 Applying for Registration
      • 2.4 Ethics OISC Code of Standards
      • 2.5 Data Protection
      • 2.6 Boundaries for Caseworkers
      • 2.7 OISC CPD Scheme
    • 💼Case Management
      • 3.1 Key Elements of the Adviser/Client Relationship
      • 3.2 Taking Client Instructions
      • 3.3 Use of Interpreters
      • 3.4 Responding to Enquiries (Email & Phones)
      • 3.5 Case Notes Recording
      • 3.6 Common Documents on an immigration file
      • 3.7 Document Filing
      • 3.8 Certification of Documents / Countersigning
      • 3.9 File Requests
      • 3.10 Drafting
      • 3.11 Drafting Witness Statements
      • 3.12 Safeguarding Guidance / Obligation for Caseworkers
      • 3.13 Working with Vulnerable Clients
    • ⚖️Organisational Compliance
    • 🗃️Templates
    • 📋Glossary
  • 👍Acknowledgements
  • 🗳️Feedback & suggestions
  • ✉️Report a problem
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  1. SECTIONS

Case Management

This section refers to a range of approaches employed by the adviser and their organisations to manage the life cycle of a case or matter more effectively.

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Last updated 3 years ago

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3.4 Responding to Enquiries (Email & Phones)
3.5 Case Notes Recording
3.7 Document Filing
3.8 Certification of Documents / Countersigning
3.9 File Requests
3.10 Drafting
3.11 Drafting Witness Statements
3.12 Safeguarding Guidance / Obligation for Caseworkers
3.13 Working with Vulnerable Clients
3.1 Key Elements of the Adviser/Client Relationship
3.2 Taking Client Instructions
3.3 Use of Interpreters