Partners - Business Guide: Search For Main Applicant

Search for main applicant Page 1 of 3
Partners — Business Guide
Home Registration Assessment Decision
Search for main applicant

1. Click the Person tab.
The Client Search Portal (CSP) is the department’s preferred client search system, providing officers with a 2. In the appropriate field, enter
consistent, comprehensive and up-to-date summary view of a client’s core details, business interactions the client's information.
and dealings with the department. 3. Click Search.
The Person tab displays results

matching the search criteria.
4. Click on the required person

in the search results.
The Client Details (Consolidated)

screen displays.
5. To launch ICSE, click on a

link in the Client System
Identifiers section of the
screen.
Note: If an error message appears,

click Allow.
If the client does not exist in

departmental records search in ICSE
before creating a New Client.
6. Select Client > Open…
The Client Enquiry screen displays.
7. Enter search criteria.

8. Click Search.
If the client is not found, search TRIPS

before creating a New Client.
9. Select the TRIPS radio

button.
10. Select the appropriate
options in the Search Type
and Year of Birth fields.
11. Click Search.
file:///W:/DIBP/Global%20Visa%20Processing%20Resources/3.%20Visa%20Processi... 3/08/2017
Record applicant's details Page 1 of 1
Record applicant's details

1. Try all search options.
After searching for a client if no results can be found, you can create a new client record. 2. Click New Person…
The New Person screen displays

with the search criteria field
automatically populated.
3. Complete as many fields

as possible with available
information
4. Click Save.
The new client appears in the table.
5. Click Cancel.
The Client Detail screen displays for

the newly created client record.
Create permission request Page 1 of 1
Create permission request

From the client screen:
1. Select Client > New >

Request…
The Permission Request Category

screen displays. The date defaults to
today’s date; however this can be
changed if required.
2. In the Date field, enter the

date the application was
received.
3. In the Form No or Service
field enter 47SP.
4. Click Search.
The search results displays in table.

service from the table.
6. Click Select.
The Permission Request screen

displays.
Record client additional information Page 1 of 3
Record client additional information

1. Select Client > Additional
You need to record the client’s Relationship Status and Country of Usual Residence. Information…
The Client Additional Information

screen displays.
2. Highlight Relationship
Status.
3. Click Open.
The Client Additional Information Detail

screen displays.

relationship status.
5. Click Save.

screen displays.
6. From the Information Type

field, select Country of
Usual residence.
7. Click Add.
The Client Additional Information Detail

screen displays.
8. Click the dropdown.

country.
10. Click Select.
11. Click Save.

screen displays.
12. Click Close.

displays.
Record and attach dependant applicants Page 1 of 2
Record and attach dependant applicants

From the Permission Request
Repeat the following steps for each migrating dependant to be added. screen:
1. Click Add Client.

3. Click New Person…


information
5. Click Save.
6. Click Cancel.
The Client Detail screen displays.
7. From the Client Role

field, ensure the relevant
role is selected.
8. From the Association to
Main Applicant field,
select the appropriate
association.
9. Click Attach Clients…

displays with the additional person
in the client table.
Note: If there is more than one

dependant it is quicker to use the
Add Multiple button to create the
dependants.
Record and attach dependant applicants Page 2 of 2
Record and attach non-migrating dependants Page 1 of 2
Record and attach non-migrating dependants

Repeat the following steps for each non-migrating dependant to be added. screen:



information.
5. Click Save.
6. Click Cancel.

field, ensure the Non-
Mgrtng Fmly Mmbr role
is selected.
association.

Note: If there is more than one

dependant it is quicker to use the
Add Multiple button to create the
dependants.
Record and attach non-migrating dependants Page 2 of 2
Record and attach sponsor Page 1 of 2
Record and attach sponsor

screen:



information
5. Click Save.
6. Click Cancel.

field, ensure the
Sponsor role is selected.
association.

Record and attach sponsor Page 2 of 2
Add addresses for main applicant and sponsor Page 1 of 1
Add addresses for main applicant and sponsor

Repeat these steps for the main applicant and the sponsor. screen:

client in the Permission
Request.
Note: If the address is the same

for any of the applicants and/or
the sponsor select them before
the next step
2. Select Client >

Contacts…
The Client Contact Detail screen

displays.
3. If contact details already

exist for the client, click
Add to add additional
contact details.
4. From the Location field,
location.
5. Enter the required
information.
6. Click Save. When the
message displays that
confirms the data has
been saved, click OK.
Repeat steps 4 to 6 for each

address to be added for the
client.
7. Click Cancel twice to

return to the Permission
Request screen.
Note: If you add new contact

information at a later stage, for
example if the address or phone
numbers change, remember to
enter the end date for the old
contact information. Failure to
end date old addresses causes
issues with ECS and also makes
second stage mail outs much
more difficult.
Record travel document information Page 1 of 2
Record travel document information

It is very important to record the travel document information for all applicants and the sponsor. This screen:
information is used when the system is attempting to match clients.
Repeat these steps for each applicant and the sponsor. client in the Permission
Request.
2. Select Client >
Travel/Evidence
Document Details…
The Travel/Evidence Document

Details screen displays.
3. Click Add
The fields become editable.
4. Enter the required

information.
5. Click Save
The travel document will be added

to the table.
6. If the client has more

than one travel
document, click Add and
enter and save the
details.
7. Select the travel
document that is
preferred (even if there is
only one document).
8. Click Select.
An asterisk will appear beside the

document to indicate that it is the
Preferred/Primary travel document.
9. Click Close to return to

the Permission Request
screen.
Record travel document information Page 2 of 2
Add reporting group event Page 1 of 1
Add reporting group event

Note: Not required for subclass 300. screen:
This event is required for reporting purposes and will stop the grant of the visa if not recorded. 1. Select Event > Add
Event/Decision…
The Event/Decision Detail screen

displays.
2. From the Event drop

down list select the
appropriate reporting
group event (for
example, Reporting
Group – Subclass
309/100).
3. From the Qualifier field,
qualifier (for example,
Spouse).
4. Click Record.
The Event appears in the

Permission request screen.
Record and attach a migration agent Page 1 of 3
Record and attach a migration agent

From the Event/Decision Detail
The authorised contact is the person who receives written communications on the applicant’s behalf. screen:
This process is only done if the authorised contact is an Australian agent registered with the Office of the 1. From the Qualifier field,
Migration Agents Registration Authority. For other authorised contacts, see: Attach an individual select Migration Agent
(Registered) for an
Australian Registered
Migration Agent or
OSeas Non-Reg
Migration Agent for an
Overseas Non-
Registered Migration
Agent.
2. Click Select.

displays.
3. Click Add.
The Agent Enquiry screen displays.
4. In the Agent Number

enter the agent’s
number.
5. Click Search.
6. Select the correct agent
from the list.
7. Click Select.
The Agent Details screen displays.
8. Select the correct agent

address from the list.
9. Click Confirm.
The Agent Business Information

screen displays.

business name from the
list.
11. Click Select.

displays.
12. Click Record.

Record and attach authorised contact (no agent) Page 1 of 2
Record and attach authorised contact (no agent)

The authorised contact is the person who receives written communications on the applicant’s behalf. An screen:
authorised contact can be an Australian agent registered with the Office of the Migration Agents
Registration Authority or any other person/agent the applicant wishes to appoint. 1. Select Event > Add
Event/Decision…
This process is not done if the authorised contact is an agent. See: Attach an agent The Event/Decision Detail screen
displays.
2. From the Event drop

down list select Agent.
3. Click Select.

displays.
4. From the Qualifier field,

select Not Used if the
applicant does not want
to use an authorised
recipient.
5. Click Select.
6. Click Record.

Record and attach authorised contact (individual) Page 1 of 1
Record and attach authorised contact (individual)

From the Permission Request:
The authorised contact is the person who receives written communications on the applicant’s behalf. An
authorised contact can be an Australian agent registered with the Office of the Migration Agents 1. Select Request >
Registration Authority or any other person/agent the applicant wishes to appoint. Authorised Contact…
The Authorised Contact Detail

This process is not done if the authorised contact is an agent registered with the Office of the Migration screen displays.
Agents Registration Authority.
2. Enter the details for the
If you are recording an individual as an authorised contact you must also create an Agent event with the Authorised Contact
qualifier Not Used. See: Record and attach authorised contact (no agent) 3. Click Save.
The Authorised Contact Detail

screen displays with the person in
the contact table.
4. Click Cancel to return to

the Permission Request
screen.
Record payment Page 1 of 2
Record payment
Payment for the application is usually recorded via Revenue Receipting. screen:
1. Select Payment >

Receipt > Initial
Payment.
Revenue Receipting launches and

the Record Payment screen
displays.
2. If necessary, change the

date in the Pricing date
field.
3. Offshore users will need
to select the currency to
be used for the payment.
4. Click the appropriate
payment method button.
The Payment Details screen

displays.
5. Enter the appropriate

details for the payment.
The mandatory fields
must be completed. The
mandatory fields are
indicated by a red
asterisk(*).
6. To authorise the
payment, click Save or
Authorise CommWeb
(depending upon
payment type).
The Record Payment page displays

the payment details.
7. To create the receipt,

click Create Receipt.
The Receipt Printing page displays

the receipt number and the FTRN
number.
8. To print the receipt, click

Print Receipt.
Return to the ICSE Permission

Request screen.
9. Refresh the ICSE events

by clicking the Record
Date (2) or Effect Date
(3) radio button.
The Payment event displays in the

event list.
Note: The payment offshore might

have been receipted via RCS.
Refer to local procedures for
handling this situation. Alternatively,
the payment may have been
receipted, via Revenue Receipting,
by another office. In this case the
receipt will need to be linked to the
application via ICSE. Refer to the
Revenue Receipting User Guide for
information on linking receipts
Record payment Page 2 of 2
MAL check Page 1 of 1
MAL check
Character checks are performed as part of the MAL (Movement Alert List) check. MAL consists of the PAL screen:
(Person Alert List, where the character is checked) and DAL (Document Alert List).
1. Select Interfaces > MAL
Check…
The MAL Check event displays in

the event list.
If CMAL status is Amber or Red,

follow appropriate steps as per
policy. Contact Border Operation
Centre (BOC) who will provide
further instructions.
For further information refer to the

Global Visa Processing Reference
Guide.
Movements check Page 1 of 2
Movements check
ICSE uses the Interval Calculator to find Movement information for a client. A list of movements of the client screen:
is displayed in the Movements group box in the Interval Calculator window. 1. Select Interfaces >
Interval Calculator…
This information can be used for:
The Interval calculator screen
• Determining the location of a client at time of application/decision displays.
• Determining the date of movement of clients and time spent in Australia
2. From the calculation
• The passport number used
type field, select
• The port where the client entered the country Movement Check.
• The direction in which the client travelled (e.g. depart or arrive). 3. Click Display
Movements.
A list of movements the client has

made displays.
If there are any movements you can

display the details of the visas.
4. Select the Display Visas

check box
A list of relevant visas for each

movement displays.
5. Click OK.
The Movement Check event

displays in the event list.
Movements check Page 2 of 2
Request additional information (multiple entry) Page 1 of 2
Request additional information (multiple entry)

Additional information will need to be recorded for the application. You can record more than one item of screen:
information at once.
1. Select Request >
Examples of information that should be added include: Additional Multiple
Entry…
• Allocated Work Group
The Permission Request Additional
• Electronic Authorisation (where applicable) Info Multiple Entry screen displays.
• File Ref NO. (valid TRIM reference required for ECS use). Only required if it has not been created
automatically. 2. Select the client for
• Expert Panel Sponsor (if applicable) whom the information will
be added.
• Relationship type (not required for subclass 300)
3. From the Information
Type drop down list
type, then press the
<TAB> key on your
keyboard.
4. From the newly
displayed field, select the
appropriate value.
Repeat steps 2 to 5 for all additional

information to be added.
5. Click Save.
Click Cancel to return to the

Permission Request screen.

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Search for main applicant Page 1 of 3

Partners — Business Guide

Home Registration Assessment Decision

Search for main applicant

The Person tab displays results

4. Click on the required person

The Client Details (Consolidated)

5. To launch ICSE, click on a

Note: If an error message appears,

If the client does not exist in

6. Select Client > Open…

The Client Enquiry screen displays.

7. Enter search criteria.

If the client is not found, search TRIPS

9. Select the TRIPS radio

Partners — Business Guide

Home Registration Assessment Decision

Record applicant's details

The New Person screen displays

3. Complete as many fields

The new client appears in the table.

The Client Detail screen displays for

Partners — Business Guide

Home Registration Assessment Decision

Create permission request

1. Select Client > New >

The Permission Request Category

2. In the Date field, enter the

The search results displays in table.

5. Select the appropriate

The Permission Request screen

Partners — Business Guide

Home Registration Assessment Decision

Record client additional information

The Client Additional Information

The Client Additional Information Detail

4. Select the appropriate

The Client Additional Information

6. From the Information Type

The Client Additional Information Detail

8. Click the dropdown.

The Client Additional Information

12. Click Close.

The Permission Request screen

Partners — Business Guide

Home Registration Assessment Decision

Record and attach dependant applicants

1. Click Add Client.

The Client Enquiry screen displays.

2. Try all search options.

The New Person screen displays

4. Complete as many fields

The Client Detail screen displays.

7. From the Client Role

The Permission Request screen

Note: If there is more than one

Partners — Business Guide

Home Registration Assessment Decision

Record and attach non-migrating dependants

1. Click Add Client.

The Client Enquiry screen displays.

2. Try all search options.

The New Person screen displays