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Document Checklist

Required Role

DOCUMENT_CHECKLIST permission — Global roles only

The Document Checklist configuration defines the standard list of documents required for each service and visa type. When a new application is created, the relevant checklist is automatically generated.

How Checklists Work​

  1. You configure a checklist template for a specific service type (e.g. "Subclass 482 TSS Visa")
  2. When a new application of that type is created, the checklist is automatically attached
  3. The system notifies the client to supply the listed documents
  4. As documents are uploaded, the checklist items are ticked off

Creating a Checklist Template​

  1. Click New Checklist
  2. Select the service type this checklist applies to
  3. Add checklist items:
    • Item name (e.g. "Passport — full copy of all pages")
    • Required vs. Optional
    • Notes/instructions for the client
    • Expiry requirement (e.g. "must be valid for at least 6 months")
  4. Click Save

Managing Checklists​

  • Edit existing checklists to add, remove, or update items
  • Duplicate a checklist as a starting point for a similar service type
  • Archive outdated checklists