Case Template Guide – NEUTRINET

I. Introduction

A case template is a predefined set of tasks, forms, and case preparation procedures that can be used for a type of case.

In this article, we will introduce you to how you can customize the Case Template to fit the requirements of your practice.

II. Navigation to Case Template Center

General link to Case Template:

Shortcut on New case opening page.

III. Case Template Board

2. Board of Existing Customized Case Templates

You may click any template on the board to review or edit.

IV. Create a New Template

3. For a new Template from scratch, click "Create"

4. Select an Existing Template as Source of the New Template

The new template will inherit all Tasks, Worksheets, and Case Process Indicators. You may edit from there.

Types of Source Templates:

A. Gallery Template

B. Exiting Customized Template

C. Existing Case

Select A Template, click "Next" to Edit

5. 5 Section for a Complete Case Template

a. Name the New Template: Make sure the name is identical to avoid confusion

b. Display Name(Optional): The Name of the Case will be seen by the client

c. Design the case's process indicator as your practice preferences.

d. Add Forms (Note: See Special attention for G-28/1145)

d. Add Tasks

Case template types

There are two types of case templates: Gallery templates and Custom templates.

Gallery templates are pre-defined bundles provided by the NEUTRINET system.

Custom templates are tailored to your specific requirements, including customized task lists.

For example, if you modify the default task list for the 'Employment Authorization Documents' case, you will see two versions of the 'Employment Authorization Documents' case template: one from the Gallery and another from the Custom templates.

Case template labels

Example:

If you opened a case with the ‘Family-based Green Card I-130 (Smart Worksheet)’ case template, you will be able to add additional forms like I-485, I-765, I-864, and corresponding worksheets into this case.

Case template management

Create case template

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