Progress Item Groups - How do Progress Item Groups work

The Progress List Groups have a subtle but important role in the use of the Progress Item. They are responsible for:

  • controlling the Required From field when you import a Progress Item from a template
  • controlling which Progress Items are displayed as suggestions in the import window based on the import window filter

As such the Group to which a Progress Item is assigned in a template can affect how you use the Progress Lists. This article covers what each of the Groups affects

1. The Required From Field

When adding a Progress Item to a matter, the Group setting will impact upon how Migration Manager automatically inserts a person's name in the Required From field

Progress Item Group How Required From is Populated
Primary Applicant
 The Required From field has the primary applicant's name inserted
Skills The Required From field has the primary applicant's name inserted
Skills - Talent The Required From field has the primary applicant's name inserted
Secondary App - Spouse The Required From field has the spouse/partner's name inserted
Sponsor - Family The Required From field has the sponsor's name inserted
Dependant (+18yrs) The Required From field has the dependent's name inserted (if they are over 18)
Dependant (+16yrs) The Required From field has the dependent's name inserted (if they are over 16)
Dependant The Required From field has the dependent's name inserted (no matter the age)
Non-Migrating Dependant The Required From field has the dependent's name inserted (non-migrating)
-- All Others -- For all other groups, the Required From field is not filled out with any name automatically

2. The Progress List Import filter

When you choose  Add Progress Items > From Template on the Progress tab of a matter, the Import window appears will recommend to you a list of Progress Items. This list is based on the type of Progress List you have selected and the filters which sit under the Advanced button on the import window. The filters relate to:

  • The marital status of the Primary Applicant
  • Whether the Spouse is included/not included/a Sponsor
  • The age of the dependents and whether they are included or not

2.1. Dependants

There are 4 Groups which are aligned with items needed for Dependants. These are:

  • Dependant - these are for documents that are required for dependants regardless of age
  • Dependant (+16yrs) - these are for documents that are required for dependents who are over the age of 16
  • Dependant (+18yrs) - these are for documents that are required for dependents who are over the age of 18
  • Non-Migrating Dependents - these are for documents that are required for dependents who are not included in the application
Dependant Status Affect on Groups
Eldest dependant age is less than 16
 All progress items from Groups "Dependant (+16yrs)" and "Dependant (+18yrs)" are hidden
Eldest dependant age is between 16 and 18
 All progress items from the Group "Dependant (+18yrs)" are hidden
Eldest dependant age is greater than 18 or empty
 No dependent groups are hidden
Number of migrating dependants is zero in all 3 boxes (this overrides "Eldest dependant age" box)
 All progress items from Groups "Dependant", "Dependant (+16yrs)" and "Dependant (+18yrs)" are hidden
No. non-migrating dependants is zero
 All progress items from the Group "Non-Migrating Dependant" are hidden

2.2. Spouse/Partner

The Groups also control which documents are recommended based on the marital status of the Main Applicant and whether the Spouse/Partner is included in the application. The groups involved are:

  • Relationship Marriage - these documents are specific to marriage relationships i.e. a Marriage Certificate
  • Relationship - Other - these documents are relevant to demonstrating a relationships other than a marriage
  • Secondary App - Spouse - these are documents which are related to including a spouse as a secondary applicant in a matter such as identity docs etc
Marital Status Spouse/Partner Is Progress Groups that will be Hidden
Married "a Secondary Applicant" or empty
 "Relationship - Other" is hidden
Married "the Sponsor" Nothing is hidden
Married "Not Included" "Relationship - Other", "Relationship - Marriage" and "Secondary App - Spouse" are hidden
"Never Married", "Divorced" or "Widowed"
 N/A "Relationship - Other", "Relationship - Marriage" and "Secondary App - Spouse" are hidden
"In a De Facto Relationship", "Interdependent Relationship" or "Engaged"
 "a Secondary Applicant" or empty
 "Relationship - Marriage" is hidden
"In a De Facto Relationship", "Interdependent Relationship" or "Engaged"
 "a Sponsor" "Relationship - Marriage" is hidden
"In a De Facto Relationship", "Interdependent Relationship" or "Engaged"
 "Not Included" "Relationship - Other", "Relationship - Marriage" and "Secondary App - Spouse" are hidden