1. International Scholar Dossier Training

2. How does ISD handle the Process Flow ?
Dept
How does ISD handle the Process Flow ?
Two sites: Department & Visitor
Dept. Site
1. Academic Dept creates scholar record 2.
Academic Dept
invites scholar 4.
Academic Dept reviews
Info 5.
Academic Dept sends Info to ISSM 6.
ISSO processes scholar record in ISSM
Visitor Site 3.
Visiting scholar enters Info
February 17, 2019 |

3. Functional Architecture – Visitor Site
ISD – Visitor Site
Scholar enters
personal information
addresses
Local, Permanent, Mailing
dependent information
educational background
Scholar uploads
passport, visa, and financial documents
Scholar submits
is sent to Academic Department
Documents
Scholar
Record
Manager
February 17, 2019

4. Benefits to the Scholar
Security – all data entered and all documents attached are protected by Temple’s established security protocols
Paperless system
The scholar uploads copies of passport and financial documents
No physical mailings or faxes required
Seamless communications
Once data entry is complete and submitted, an is automatically sent to Academic Department
Scholar can log into Visitor site at any time, make updates, and electronically submit the updates to the Academic Department
Paperless system for tracking data between the Dept, the scholar, and the ISSO office.
Visitor can submit copies of passports, bank statements, and other docs . No need to move paper files - sent electronically.
Additionally, the scholar data can be easily passed to SEVIS via fsaATLAS
February 17, 2019 |

5. Benefits to the Institution
Security – all data entered and all documents attached are protected by Temple’s established security protocols
Communication events are tracked
between Academic Department and Scholar
Notes, Appointments, and Forms
Historical tracking of all activity in ISD
Seamless data interface
Between Academic Department and Scholar
Between Academic Department and ISSO
The demo will show how the system can be configured based on the institution’s requirements:
February 17, 2019 |

6. Department Site
Log In with Temple Access ID and password
The demo will show how the system can be configured based on the institution’s requirements:
Display text – client can change the field labels
Help content – client can add their own text to help their users on a field by field basis
Visibility – clients can hide or show fields
Field required/not required – clients can determine which fields are necessary for entry
Informational text – there are places within the screens where client can add text to help the user understand what is needed from them on that particular screen.
Custom fields – if a client wants to collect a piece of data that is no in the ISD database, then they can define custom fields for that information and assign which screen to place that custom field on.
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7. Department Site 1. Click on Plus Sign on Left Side of Screen
2. Click on All Apps
3. Click on ISD
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8. Log In to ISD Using the User ID and Password From the Email You Received
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9. Change Your Password To Something You Will Remember Under “My Account”
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10. General Steps
Department Adds Visitor’s Information and Attaches Necessary Documents
Department invites the Visitor ON THE TASKS TAB in ISD that automatically includes log on and password information
Visitor will Edit Personal Information
Visitor will Attach Documents
Visitor will Review and Submit to Department
Department Reviews and Submits Information to ISSM
ISSS Reviews Information/Documents and produces the Immigration Document(s)
ISSS contacts Department and Visitor when Immigration Document(s) is/are Available
The demo will show how the system can be configured based on the institution’s requirements:
Display text – client can change the field labels
Help content – client can add their own text to help their users on a field by field basis
Visibility – clients can hide or show fields
Field required/not required – clients can determine which fields are necessary for entry
Informational text – there are places within the screens where client can add text to help the user understand what is needed from them on that particular screen.
Custom fields – if a client wants to collect a piece of data that is no in the ISD database, then they can define custom fields for that information and assign which screen to place that custom field on.
February 17, 2019 |

11. For Brand New Person, Click on “Add Visitor”
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12. Add Visitor’s Information, Create the Visitor’s “User Name” and Click “Save”
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13. Click on “Search for Visitor”
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14. Click on the Last Name of the Visitor
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15. Click on Tasks Tab and Compose Email To Visitor
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16. Use the Text that ISSS provides on “Home”
1.Copy and Paste This Text Into WORD First Since It Is In HTML Format
2.Save it on your Desktop
3.Copy and Paste It When You Are Inviting Someone Under The Tasks Bar
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17. Be sure to cc yourself and any one else in your department you wish to include Please Do Not include ISSS or the Postdoctoral Affairs Office
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18. DEPARTMENT SHOULD NOT COMPLETE THE BIOGRAPHICAL SECTION; ONLY THE VISITOR SHOULD DO THIS
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19. Do not add in anything in the biographical, address or “other” tabs
Department needs to complete appointment, site of activity and funding tabs only!
We have found incorrect information in tabs that only the visitor should complete…this means that the immigration documents are incorrect!
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20. Be sure to add information on each Tab (Appointment, Site of Activity and Funding”)
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21. Add UPS ACCOUNT # for H-1Bs and E-3s Under “Appointment Tab” For J-1 Scholars – Dept Should Attach a UPS Airway bill
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22. Type “0” in “Temple Stipend/Salary” If Outside Funding
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23. If Someone is Already in ISSM (Extensions)
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24. Click the Small Button on the Left Hand Side
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25. Make sure you have chosen the correct USER
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26. Click on Visitor’s Last Name
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27. You Should Be Able to Add Information
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28. If the applicant gets “locked out”:
Go to tasks and click “edit visitor login and permissions”
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29. Then check the “reset password box”
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30. Attach All Necessary Documents
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31. Always “SAVE”!
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32. After Dept AND Visitor Enter ALL Data and Attach All Documents, Click “Review and Submit Visitor’s Information”
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33. You Can Monitor the Processing Stage
February 17, 2019