How to set up CoE processing
This process describes how to set up the documents reference data for CoE processing, the permissions of admissions officers to process CoE and to customise the CoE notification email.
Pre-requisites
Ensure that you have the permissions as detailed in the table Admin permissions. For more information on roles and permissions, go to What is authorisation?
Task |
Authorisation area |
Permission |
---|---|---|
Use the required applications |
Web apps |
Edge Admin, Settings, Visa Sponsorship - Use Application |
Create the required documents reference data |
Reference data |
Reference data - Edit |
Assign users to roles |
Admin |
Manage authorisation |
Set up CoE documents
Set up CoE documents as follows:
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Log in as administrator and with the required permissions as defined in the pre-requisites.
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Add the document type CoE and check that the file type PDF already exists to enable applicants to view their CoE document in the applicant portal. Go to Admissions and thenReference data and then Documents. Then:
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On File type, select
and check that the file type with the name .PDF exists. If not, select
and add the file type .PDF with a suitable description, such as PDF document file.
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On Document type, select
and enter the following:
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Document type: CoE
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Document category: Formal Identification
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Maximum file size (MB): 3 MB
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File type: PDF
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Set up admissions officers
Set up admissions officers as follows:
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Ensure that admissions officers working in visa sponsorship have the require permissions. In System admin, go Authorisationand thenApplicationsand thenDesk access. Check that the groups that admissions officers working in visa sponsorship are assigned to roles that have the permissions detailed in the table Admissions officers processing visa sponsorships in the required desks.
Admissions officers processing visa sponsorships Task
Authorisation area
Permission
Create CoE for applications
Applications
Australia Visa Sponsorship - Create
View CoE of applications
Applications
Australia Visa Sponsorship - View
View and edit information on the Identity and immigration tab
Applications
Identity and Immigration - Edit
View communications with applicants
Communications > Services > Immigration
Communications - View
Retry sending communications with a CoE to applicants
Communications > Services > Immigration
Communications - Send
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Ensure that admissions officers that need to customise the CoE notification email communications template have the required permissions as detailed in the table Admissions officers customising communication templates
Admissions officers customising communication templates Task
Authorisation area
Permission
Edit the communication templates
Communications > Services > Immigration
Communications - Edit
Use the admissions settings
Web apps
Settings - Use Application