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Public workflow template

Higher Education in Spain — Initial Case Preparation

Created by Immigrate Technologies

Organize an initial higher-education stay case: admission, funding, insurance, route review and follow-up. Extensions and accompanying relatives need separate assessment.

4 stages11 tasks2 questions2 conditional steps

Workflow steps

01

Agree the case scope and communication channel

Client

Read the linked client guide. Confirm the requested service, preferred communication channel and any urgent dates. For a demonstration use fictional details only.

Start step
02

Collect admission and course information

Client

Provide admission evidence, institution details and course dates. The consultant verifies whether the programme fits this route before using the remaining checklist.

After Agree the case scope and communication channel1 required document
  • Admission evidence and course dates - Provide only the evidence confirmed by the consultant. Demo files must be fictional.
03

Prepare funding and insurance evidence

Client

Ask the consultant which funding and insurance records apply to your circumstances. Upload only the requested evidence and flag any coverage gaps.

After Agree the case scope and communication channel2 required documents
  • Funding evidence - Provide only the evidence confirmed by the consultant. Demo files must be fictional.
  • Insurance evidence - Provide only the evidence confirmed by the consultant. Demo files must be fictional.
04

Confirm route, timing and institution eligibility

Team

Verify the programme, current location and status, submission window and competent authority against current official instructions. Record a dated filing plan; do not infer eligibility from admission alone.

After Collect admission and course information, Prepare funding and insurance evidence
05

Confirm the consular application sequence

Team

For an applicant abroad, verify the competent consulate’s current appointment and filing requirements. Record any additional evidence and realistic timing before the client commits to travel.

After Confirm route, timing and institution eligibilityConditional
06

Arrange confirmed document formalities

Client

Obtain only the translations or legalisations the consultant has confirmed. Link the completed version to its source document and flag differences in names or dates.

After Confirm route, timing and institution eligibilityConditional1 required document
  • Confirmed translations or legalisations - Provide only the evidence confirmed by the consultant. Demo files must be fictional.
07

Review the complete case file

Team

Check all applicable evidence, including conditional tasks, for completeness, validity and consistency. Record unresolved issues in task comments; keep the case on hold until they are resolved.

After Confirm route, timing and institution eligibility
08

Confirm the information and filing instructions

Client

Review the prepared information with the consultant and confirm corrections and the agreed filing instructions. This task does not replace any signature or representation document required by the authority.

After Review the complete case file
09

Submit through the confirmed official channel

Team

Recheck current forms, fees, authority and deadlines. File through the authorised official channel and save the receipt. Fliox does not submit the application when this task is marked complete.

After Confirm the information and filing instructions1 required document
  • Official filing receipt - Provide only the evidence confirmed by the consultant. Demo files must be fictional.
10

Monitor notifications and record the outcome

Team

Agree who checks official notifications. Record each receipt date and confirmed response deadline. If further evidence is requested, assign and track it before closing this task. Save the final decision and explain it to the client.

After Submit through the confirmed official channel1 required document
  • Decision and relevant notifications - Provide only the evidence confirmed by the consultant. Demo files must be fictional.
11

Confirm next steps and close the case

Team

Review the outcome, any remaining official formalities and future review dates with the client. Record the next owner and action for anything outstanding. Close only when the agreed scope is complete; follow the company’s retention policy.

After Monitor notifications and record the outcome

Intake form preview

boolean

Is the applicant currently outside Spain?

boolean

Has the consultant confirmed that translations or legalisations are needed?

Answer only after discussing the document requirements with the consultant.