Chinook User Guide

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lmm1grat1on, Refugees
and C1trzensh1p Canada
lmm1grat1on, Refug1es
et C1toyennete Canada
Information disclosed under the Access to Information Act
L'1nformat1on d1vul9uee en vertu de la Iol sur l'acces a I mformat1on
TRV Journey Lab
Chinook 1. 5 & GCMS

Chinook Tab
USER MANUAL
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Table of Contents s.16(1 )(c)
Chinook 1.5 Module 3 at a Glance .................................................................................................................. 3
1. Automate Final Decision Administrative tasks: .................................................................................. 3
............................................................................... 4
3. Automate Biometrics Administrative tasks: ....................................................................................... 4
4. Complete Actions without Finalizing an Application: ......................................................................... 4
Chinook 1.5 .................................................................................................................................................... 5
1. File Assignment .................................................................................................................................. 5
2. Viewing Application Information ....................................................................................................... 9
3. Final Decisions And Other Actions ................................................................................................... 11
1. Final Decisions: APPROVALS ........................................................................................................... 11
2. Final Decisions: REFUSALS .............................................................................................................. 12
3. • .................................................................. 1
4. OTHER ACTIONS ............................................................................................................................ 14
5. TAKING ACTIONS ON MULTIPLE APPLICATIONS ............................................................................... 17
6. CHANGING YOUR DECISION ......................................................................................................... 19
4. Exporting to GCMS ........................................................................................................................... 20
GCM5 Chinook Tab ....................................................................................................................................... 25
Quick basics about the Chinook Tab: ....................................................................................................... 25
Troubleshooting ........................................................................................................................................... 31
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Chinook 1.5 Module 3 at a Glance
The TRV Journey Lab has worked with external consultants to develop Chinook 1.5 Module 3.
This new version of Chinook is based in Microsoft's Dynamics 365 software that is accessed via a browser.
This platform was chosen for stability, IT security and flexibility. The Lab includes a development team that is
releasing updated versions of Chinook on a bi-weekly schedule. Enhancements and bug fixes will be based
directly on user feedback and added to the Journey Lab's backlog of tasks.
This "iterative" approach means that while initial releases
The User Interface (UI) in Chinook 1.5 differs from what users will be familiar with from Excel, though it aims
to remain faithful to the officer-centric principals that guided the design of the original Chinook. Multiple
files, data points and fields can be viewed on a single screen and the number of clicks required to take an
action have been minimized to the extent possible. Officer input will be essential for improving the UI and
User Experience (UX) following the initial roll-out.
A significant change in Chinook 1.5 is the way that a user accesses files. This no longer requires a manual
upload into the tool; Chinook 1.5 will be updated centrally and will eventually include all open TR applications
(with the exception of Visitor Records). Officers can simply paste in the applications they have been assigned
(or assigned to themselves) and begin processing.
Note that Chinook 1.5 still does not have a direct connection to GCMS and files are not updated in real time.
Thus, though files can be assigned to users and offices and numerous different tasks actioned in Chinook 1.5
these will not be reflected in GCMS until they are pasted into GCMS using the process outlined in this
manual.
Chinook 1.5 builds on the most recent version of Chinook in Excel (Chinook+) which added new features in
Chinook and GCMS to help improve the decision-maker experience while processing TR applications.
Several features have been built to create a link between Chinook and GCMS, which allow decision-makers
to:
1. Automate Final Decision Administrative tasks:

Using the new tools, decision-makers can now automate tasks that were previously done manually such
as:
• Final Decision entry

• Pasting notes from Chinook into Notes Tab
• Entry of refusal grounds
• Generation and sending of passport request/refusal letters
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• Generating counterfoils and permit documents

• Setting counterfoil print queue
• Modifying SP/WP Permit Details including Conditions, Remarks, Exemption Codes and NOCs.
3. Automate Info-Sharing Administrative tasks:
Decision-makers can now indicate their Info-Sharing decision in Chinook, and the entry will be
automated in GCMS.
4. Complete Actions without Finalizing an Application:
Some Biometrics, Medical, VIT and Eligibility actions can be taken directly in Chinook and will be
automated in GCMS.
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Chinook 1.5
1. Chinook at a Glance and Setup
• Chinook can be accessed via Chinook will only work in Chrome - do not use Internet
Explorer or Edge.
• Login into Chinook
Welcome Page
Once you log in, you will land on the welcome page which will re-direct you to the, where
you can select your applications after you agreed to the terms of the disclaimer.
• Personalization Settings can be accessed via the Settings icon at the top right of the screen. These
include language settings and date format. (In order to match the yyyy/mm/dd date format of
GCMS, select English (Canada) under Formats).
Views
• Applications can be accessed in Chinook via different Views depending on the actions that need to
be taken on an application. The default is Users can create their
own Views based on column filters.
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Contains all applications that have Actions
2. Searching for a File or Files
1. Navigate to the from the dropdown menu near the top left of the screen.
2. For multiple applications paste the file numbers you wish to assign into Chinook using the
box near the top right of the screen (30-35 max). Separate each file number with a space.
3. For a single application use the filter function under the App# column:
a. Click the down arrow at the top of the App# column and select Filter by.
b. Leave filtering criteria at Equals, enter the file number in the box below and click Apply:
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3. File Assignment
Users can:
1. Assign applications to themselves,

2. Be assigned applications by other Users
3. Assign applications to other Users.
4. Un-assign applications
Applications assigned to a User can be viewed under ti
a. Tick the file(s) you want to assign
b. Click Assign from the menu bar near the top of the screen.
c. The default selection is Me.
d. To assign to another user, click in the box containing Me. The field will change to User or team.
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e. To access files that have been assigned to you select the from the
dropdown menu near the top left of the screen ..
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4. Viewing Application Information
1. Click on the file number to view application information. A series of tabs can be chosen to view
specific fields; ,
2. To move quickly from file to file, click the , icon near the top left of the screen
3. All file numbers from the view will be visible on the left side of the screen and can be accessed by
clicking on the file number.
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5. Final Decisions And Other Actions
Final Decisions and some Other actions can be taken by using the buttons at the top of the menu bar from
the My Applications Summary View. NOTE: The buttons only appear when a file is selected with a check
or from the,
1. Final Decisions: APPROVALS
1) After selecting or viewing a file, click the Approved button.

2) The Approval pop-up window will appear.
Counterfoil Print Queue:
{NOTE: If no Print Queue is selected, your GCMS default print queue will be used once you have entered
information in the Chinook Tab.)
Select your Office from the Office dropdown menu

Select your desired Counterfoil Print Queue from the second dropdown (which
will show a list of Print Queues associated to the selected office).
Select Number of Entries.
Click Counterfoil Validity Date to launch the calendar window and select a date. Either
select a date from the calendar or double-click in the box to type in the date manually.
Select whether to Generate Control Document or Passport Request Letter.
If you wish to assign the file to someone or a place holder in GCMS, enter the appropriate
GCMS ID in the Assigned to Field and select a date in the Due Date field
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(NOTE: If any of these fields are not entered in Chinook, 1
Permit Details (For SP, WP, SP-EXT and WP-EXT only)

Select an I f required.
Click I button to launch a calendar
window and select date.
Select relevant remarks in the Remarks window. A Remark Note can be entered if
required.
are listed on the bottom of the screen. Tick all required
ind then click Set Factors to Yes.
For WPs and WP-EXTs the :an be changed if necessary. Click the magnifying
glass to search or type the relevant code preceded by'
Enter Notes:
1ct as a type of Notepad where users can enter information useful

for organizing work. This information 1
3) Save your decision.
2. Final Decisions: REFUSALS
1) After selecting or viewing a file, click the Refused button. The Refusal pop-up window will
appear.
2) Note: the Generate Refusal Letter Checkbox will be checked as a default. If a refusal decision is
exported to GCMS using the Export to GCMS button, a refusal letter will automatically be
generated in GCMS based on the exported refusal grounds.
Unchecking the box will stop the refusal letter from being automatically generated. This will
allow additional edits or amendments to the refusal letter in GCMS.
3) Refusal Letter Intros:
For WP, SP-EXT, WP-EXT, select the Refusal Letter Intro type from the drop-down box.
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Since there is only a single Refusal Letter Intro option for TRVand SP applications, it is selected
by default.
4) Select applicable Refusal Grounds using the Yes/No toggle buttons:
• The Refusal Notes associated with the selected Refusal Grounds will appear in the Refusal Notes text
box where they can be edited as needed.
• Setting a selected refusal ground back to No will remove the text from the Refusal Notes text box.
5) Click Save and Close to complete the Refusal on the application.
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7) A pop-up window will appear that includes a summary of the refusal text for the user to review. Click "I
Confirm" if you are ready to finalize your refusal.
PLEASE NOTE THE FOLLOWING REGARDING REFUSAL ACTIONS:
i) Adding additional details to the refusal note is mandatory for some Refusal Grounds. These are clearly
marked under the
ii) Selecting at least one additional refusal ground is mandatory for some Refusal Grounds. These are clearly
marked under the
either because additional details were not added to the

note or an additional ground was not selected.
3. FINAL DECISION: WITHDRAWALS
1. After selecting or viewing a file, click the Withdrawn button. The Withdrawn pop-up window will
appear.
2. Enter Application Notes.
3. Click Save and Close.
4. OTHER ACTIONS
Users can take certain actions in Chinook without entering an Approved, Refused or Withdrawn final
decision. Specifically these actions are:
o Biometrics (Assessed or Review Required)

o Request Medicals
o Request VITs
o Changing Eligibility
will be automated in GCMS.
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4) Request Medicals
a. After selecting or viewing a file, click the Other button. The Other pop-up window will
appear.
b. The Eligibility field will appear and below this, a list of Other Actions that can be taken.
C. I
d. Select Request Meds. Once actioned in the datapack and processed in GCMS, the Medical
status will be set to Generate.
3) Hequest VITs
a. After selecting or viewing a file, click the Other button. The Other pop-up window will
appear.
b.
c. Select
NOTE: Request Authorization for Minor to Travel,
To export your action list:
• Select·
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• Select the export to excel button at the top of the command bar
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Biometrics Actions
Biometrics actions can be taken in Chinook with or without Approving or Refusing,
Biometrics information can be viewed by hovering over the column in the

tab after selecting an
application number.
a. From any View, selct an application with the check box.

along the top of the page.
b. Press the button. The E .vindow will open. It will include the
check box options for the user's
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T/\v.lNG /\CTIONS Oi~ MUI.TPLE APPLICi\TIONS
Chinook 1.5 includes functionality to take actions on applications
NOTE: you must intend all of the underlying actions
You have to select all the files from your
All the files selected must be in the same
3) Click the Approver/Refused,Withdrawn/Other on the top menu.
4) Enter all required details of your decision.
5) Click the Apply to All button on the top menu. The Action you chose and all subsequent
details will be applied to all the selected applications.
6) Click Save and Close button on the top menu.
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4. CHANGING OR DELETING AN ACTION
To change an Action taken on an application select an application using

the checkbox and click the action button for the action you wish to take. The pop-up window for
selected action will now appear.
For example: You wish to change the action on an application·
1) Select
2) Click 1
3) The Refusal pop-up window will appear. Enter the relevant information for your decision,
then Save and Close.
To delete or clear an action:
1) Select an application using a check_box.

2) Click the Clear Action button frorri the ribbon bar at the top of the screen
4. GROUP VIEW AND TAKING GROUP ACTIONS
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6. Exporting to GCMS
Decisions and Actions must be exported to GCMS via the Applications Ready For GCMS view and
Send to GCMS button. Once clicked, the button will copy instructions for GCMS onto your clipboard
that can then be pasted directly into the GCMS Chinook Tab to perform final decision administrative
actions that typically would have been done manually. These actions are the following (See Annex B
& C for full details of actions completed in GCMS, including logic):
o Final Decision entry

o Biometrics FCC Detail Assessments
o Pasting decision notes from Chinook into Notes Tab
o Entry of refusal grounds
o Generation and sending of passport request/refusal letters
o Generating counterfoils and Permit documents
o Setting Counterfoil Print Queue
o Setting Counterfoil Validity Date
o Setting Permit Validity Date (SP/WP/SP-EXT/WP-EXT only)
o Setting Conditions & Remarks (SP/WP/SP-EXT /WP-EXT only)
o Setting Exit by Date
o Updating Number of Entries
o Updating NOC Code and Exemption Code
o Assigning Application with the Due date
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Applications Ready for GCMS v
3) Click the Send to GCMS button on the top menu.
4) The following window will pop up. This is
Click Copy to clipboard.
5) Navigate directly
6) 7. In Chinook, applications exported to GCMS
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5. Sorting and Filtering
Columns can be sorted and filtered by clicking on the small arrow beside the column header.
Advanced filters can be set by clicking on the Filter icon at the top right of any View, beside the
Search Box.
6. Creating Views
In addition to the Views available in Chinook by default,,

For example, a view can be created
and saved under a name of the user's choosing. -
1. Create a View
2. Click the small arrow beside the Create view button on the top of the screen. (
3. The new View will appear
4. To delete a view, click the Create view button. A new window will open.
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5. Select Saved Views.
6. Select the View(s) to be deleted by using the check boxes.
7. Click the Trash icon to delete.
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GCMS Chinook Tab
Quick basics about the Chinook Tab:
• Decisions entered in the Chinook Tab, existing decisions in GCMS

(including Eligibility and Findecs)
• Any application processed in the Chinook tab will always be tagged to the Chinook Session ID- so it
can be queried at a future time.
• All Chinook Tab data will be available via Answers Queries Errors that typically prevent applications
from being finalized (i.e. Cost Recovery fee outstanding, Biometrics not assessed, open
Criminality/Security assessments or Verifications etc) will continue to be returned in the Chinook
Tab.
There are three sections to the new Chinook Tab:
1) Chinook Upload Session

• To Create new Chinook Upload Session (much like creating a group)
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2) Paste Chinook Decision Data

• Paste data here after clicking "Export to GCMS" button in Chinook
3) Uploaded Chinook Apps List
Review uploaded Chinook Application information
1) Before pasting information from the Export to GCMS Chinook button, a new Chinook Session
must be created.
2) In the Chinook Upload Session window, click New button
3) Session ID: A new Chinook Session ID# will appear in the ID column
4) Name: The Session name can be edited in the name column. The name will default to the
Session ID if not modified by the user
5) In the Paste Chinook Decision Data section of the tab, paste (CTRL+V) your data from the Export
to GCMS button in Chinook.
NOTE: A"$" sign will appear at the end of the pasted Chinook information. This indicates the
end of the information. Do not hit enter, or enter any other characters after this$ - it will cause
an error.
6) Click the Up!oac/ Chinook Doto button to review your application information.
NOTE: This will not process the decisions, it will pull the Chinook decision information into the
Uploaded Chinook Data list for review.
7) The application information entered in Chinook will appear in the Uploaded Chinook Data
window:
Up!wclcd C"lhook Apps
fiot St,Fte-d
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8) The following information can be reviewed in the relevant columns:
Upload Chinook Apps List Columns:
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9) Once applications have been reviewed - click the Process Chinook Decisions to complete the
activities for ALL the applications in the session.
NOTE: Depending on the number of applications being processed, the delay may be several
minutes. The buffer wheel will only appear for 90seconds and then will disappear. This does
not mean that the processing has crashed. Status will change to Complete or Complete- Error
once processing is done.
SUGGESTIONS:
• Do not process more than 25 applications at a time.
• Continue review of remaining applications in Chinook while you wait for the Chinook Tab
to finish processing.
• The Chinook Upload Session status will indicate the processing status of the group of
applications in that session.
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The Chinook Upload Session window also provides a summary of the# Apps, #Approved,#
Withdrawn,# Refused,# Errors as well as the elapsed time for each complete session.
• As mentioned above, errors typically returned to a user to indicate that the application
cannot be finalized, will still appear in the Chinook Tab under Application Error Status.
• There are several new errors listed below that are specific to the Chinook Tab:
10) Should an error occur on an application, click on the Application Number hyperlink.
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11) Fix the error, if possible and use the thread bar to return to the Chinook Session Tab.
12) Click the Process Chinook Decisions button, and all applications that are not at Status= Complete
will be re-processed.
13) To delete an application from a Session, highlight the application(s) and click Menu>De!ete
Record.
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Troubleshooting
The Chinook+ and Chinook Tab are new and there may be bugs that have not been identified. There
are a few known issues that are identified below to assist with troubleshooting:
Issue Workaround
The buffer wheel disappears and it In GCMS, the buffer wheel automatically disappears
looks like the Chinook session has after 60-90second. Unfortunately, this isn't
crashed. something we could easily fix.
OR Chrome gives me this Page So trust it and let it run -the Session Status will
Unresponsive message: change to Complete - No Error or Complete - Error
once it's done.
I
Do not click the Process button again as this will
actually make it crash.
When I paste my information from To avoid errors in the Chinook Tab, ensure that there
Chinook into the Chinook Raw Data are no extra characters or spaces after you paste in
window, I see a$ and then some other the Chinook Data window:
symbols:
Ex:
Vl [ Chinook Application Number [Vl
Vl [ Chinook Eligibility Assessment[ 33
Vl [ Chinook Final Decision [ 01
Vl [ Chinook Decision By [
Vl [ Chinook Generate Documents [Y
$ >p
Delete all extra characters and spaces after the$.
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K K
K K
TRV Journey Lab : :

Chinook+ & GCMS Chinook Tab
USER MANUAL v.2
CHINOOK i GCf\11S CHINOOK TAB USER MANUA"'
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Table of Contents
Table of Contents .............................................................................................................................................. 2
Revisionist History ............................................................................................................................................. 3
Contact .............................................................................................................................................................. 3
New tools at a glance ......................................................................................................................................... 4
Chinook+ ................................................................................................................................................... 4
GCMS - Chinook Tab ................................................................................................................................. 4
Set up and get started ........................................................................................................................................ 5
Chinook+ :: What's New .................................................................................................................................... 8
GCMS Chinook Tab:: It's All New .................................................................................................................... 18
Troubleshooting ............................................................................................................................................... 23
lssue......................................................................................................................................................... 23
Workaround .............................................................................................................................................. 23
ANNEXA. ........................................................................................................................................................ 24
ANNEX B ......................................................................................................................................................... 27
Final Decision Logic - TRV ........................................................................................................................ 27
Final Decision Logic - SP .......................................................................................................................... 28
Final Decision Logic - SP-EXT ................................................................................................................. 29
Final Decision Logic - WP ......................................................................................................................... 30
Final Decision Logic -WP-EXT ................................................................................................................ 31
ANNEX C ........................................................................................................................................................ 32
Eligibility Logic .......................................................................................................................................... 32
CHINOOK i GCf\11S CHINOOK TAB USER MANUAL. 2
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Revisionist History
D !l
Description and detailed instructions of how to

Draft vO use new Chinook+ and GCMS Chinook Tab 27FEB2020 Lisa Catana
(Stage 2 of Rollout)
v1 Amendments to Biometrics Logic 10MAR2020
Amendments to Logic
v2 27APR2020 Lisa Catana
Inclusion of SP/WP/EXT functionality
Contact
For any questions and/or comments relating to Chinook+ or the GCMS Chinook Tab, please contact the TRV
Journey Lab - Officer Team at the following email:
IRCC.JL.Officer-JL.Officier.lRCC@cic.gc.ca
CHINOOK i GCf\11S CHINOOK TAB USER MANUA"' 3
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New tools at a glance
The TRV Journey Lab has recently created new features in Chinook and GCMS to help improve the decision-
maker experience while processing TR applications.
Several features have been built to create a link between Chinook and GCMS, which will now allow decision-
makers to:

Using the new tools, decision-makers can now automate tasks that were previously done manually such as:
• Final Decision entry,
• Generating counterfoils
• Modifying SPNVP Permit Details
2.
3. Automate Biometrics Administrative tasks:

Decision-makers can now indicate their Biometrics decision in Chinook, and the entry will be automated in
GCMS
To take advantage of the new features, you will need access to two new tools:
Tool Description
• New version of Chinook that includes new

functionality including:
o New Biometrics Action column
o New functions in Action column
CHINOOK+ o Export to GCMS button
o Support for TRV/SPNVP/SP-EXTs
• New Chinook Tab in GCMS that allows users to input

data directly from Chinook then automates associated
administrative tasks for final decisions and biometrics
wfSite Map lillRReport{s) • Support for SPNVP/SP-EXTs as of JUNE 2020 with

GCMS Release 23
Search IMM Activities .Address-es 1MM
• Restricted Access: During the testing/rollout phase,
the Chinook Tab will only be visible to users
participating in the testing. Once full rollout is
complete, the Chinook Tab will be added as a default
for all GCMS Users with Visa Officer responsibility
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Set up and get started

Prepare Chinook+
2. Read the Disclosure dialogue box and click OK
3. Enter your GCMS ID: When prompted, enter your GCMS ID

NOTE: you must enter a GCMS ID to use Chinook+ with the GCMS Chinook Tab).
GCMS ID
Please enter GctvlS ID: OK
Cancel
4. Set your data path: If data path is not already set up, navigate to the
ChintJ{H%:>Data folder on your computer and click Of(
';ThisPC:
Libror-'""
Lco.i[lc .. c. \_ 'P~ro,:;r;~I,
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Prepare Chinook+ 5. Ensure that the Data folder contains the following files:
(continued) • Mod 3
• Mod 5
• Schema
• REGION NAME - Mod 3 - Cols
• REGION NAME - Mod 3 - Hist
• Chinook - Mod 3-Biometrics Ready
• Chinook - Mod 3-Biometrics Roll Up
6. Set up your Selected Region and GCMS ID:
1. Click on the S®ttings button

2. Under the User Info window:
• Select the relevant ,w,:;,nu1,n
NOTii: The GCMS ID used in Chinook+ must match the GCMS ID of the user,
when using the Chinook Tab in GCMS.
CHINOOK i GCf\11S CHINOOK TAB USER MANUA"' G
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Prepare Chinook 7. Open a new session of GCMS

Tab
8. Click on the new Chinoo;%: Tab
9. If not visible in your tabs, navigate to
¾#Site Map .;JRepnrt[s)
Screens
,, ,O:.,dmir:i~traUon - E,;c·met6cs
, i'-"<lrnir:istrabon · Defo,. ./t Off\-.:
,. ,t..::lmiristratio,-i -- User
,. ,~.pplk;,:rhon SF..mmar:t
"Bi,:;:,rnt:.kric~
,. C.:-rrespond.er,ce
NOTE: The Chinook Tab is currently restricted only to officers involved in the
testing. Once the new tools are fully tested and rolled out to all missions, the
Chinook Tab will be available to all GCMS users with Visa Officer responsibility.
Chinook Tab layout
CHINOOK i GCf\11S CHINOOK TAB USER MANUA"'
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Chinook+ What's New
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Using the new 1. Hover over feature: Hover over any cell in the Biometric Action column to quickly
Biometrics Action view the biometrics details for an application, hover over the cell.
column
2. To view the Biometrics Window for a single application: Highlight the Biometrics
Action cell corresponding to an application to launch the Biometrics Window.
3. To view the Biometrics Window for a multiple applications: In the Biometrics

Action column, highlight multiple cells for the corresponding applications to launch
the Biometrics Window
See A for description and details of the Biometrics Action Column Statuses.
4. Biometrics Window: Use the<< & buttons to toggle through your selected
applications. The Application # and Record count will change as you toggle through
the applications.
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Using the new

Biometrics Action
column (continued)
5. For applications where the Biometric FCC Detail Activity for US, NZ or AUS is at
status to be ,M.,'2.12,,:,.~,12 the appropriate check boxes will be activated.
6. Reviewed: Click on the appropriate checkbox to set the biometrics activity status to
Complete Assessect Once you have checked any of the boxes in the Biometrics
Window, the Biometrics Action column will subsequently display ,'?sviemed for that
application.
7. Review Required: If further review of the biometrics is required outside of Chinook,

click the /Review checkbox. The Biometrics Action column will
subsequently display F2,&vi,&w rse'niL1,u21u, for that application.
CHI\OOK I GCMS CHI\OOK TAB USER MANUAL
A-2021-22415-000041
Using the new

Biometrics Action
column (continued)
8. When you have completed the biometrics assessments for the application(s), click
the Save Biometric: button to ensure that your assessments are saved and
included in the Export to GCMS.
A-2021-22415-000042
s.16(1 )(c)
Using the new 9. Approvals: Counterfoil Details (For all LOBs)

features in the
If the Approval checkbox is selected in the Action Window, decision-makers will now
Action Window
be able to select the following details from the Ac:tion Wim:Jow. t"JOTE: If any of
these fields are not entered in Chinook, then existing GCMS defaults will be
followed.

• Select your Office from the dropdown menu
• Select your desired Co::nter:fry§§ Print from the second dropdown
(which will show a list of Print Queues associated to the selected office).
• A!l:JTii: If no Print Queue is selected, your GCMS default print queue will be
used once you have entered information in the Chinook Tab.
Counterfoil Validity Date:

• Click on the button to launch the calendar window and select a date.
A-2021-22415-000043
Using the new 10. Approvals: Permit Details (For SP, WP, SP-EXT and WP-EXT)
features in the For SP, WP, SP-EXT and WP-EXT approvals, , additional fields will appear in the
Action Window:
Action Window
(continued)
• Permit Validity Date:
Click on the [JgJft,-e button to launch the calendar window and select a date.
• Remarks:
Enter relevant remarks in the Remarks window as required.
CHI\OOK I GCMS CHI\OOK TAB USER MANUAL 13
A-2021-22415-000044
s.16(1 )(c)
Using the new • Conditions:

features in the To select Permit Conditions - click on the tab in the Action
Action Window Window and select the conditions that apply for the application. The
(continued) conditions list will correspond to the selected Application Type.
11. Refusals:
• Generate Refusal Letter Checkbox:

If the refusal checkbox is selected in the Action Window, the Generate
Refusal Letter Checkbox will be checked as a default.
If a refusal decision is exported to GCMS using the Export to GCMS button,

a refusal letter will automatically be generated in GCMS based on the
exported refusal grounds.
Un checking the box will stop the refusal letter from being automatically
generated. This will allow additional edits or amendments to the refusal
letter (i.e. adding comments for an "Other" refusal ground etc.
A-2021-22415-000045
s.16(1 )(c)
Using the new • Refusal Letter Intros:

features in the For SP, WP, SP-EXT, WP-EXT, select the'"'"'°''"""'"" type from the
Action Window drop-down box in the Action Window.
(continued)
Using the new 12. The new Export to GCMS button can be used in lieu of the Action List button. Once
Export to GCMS clicked, the button will copy instructions for GCMS onto your clipboard that can then
be pasted directly into the GCMS Chinook Tab to perform the final decision
button
administrative actions that typically would have been done manually. These actions
are the following (See Annex B & C for full details of actions completed in
GCMS, including logic):

• Biometrics FCC Detail Assessments
• Generation and sending of passport requesUrefusal letters
• Setting Counterfoil Print Queue
• Setting Counterfoil Validity Date
• Setting Permit Validity Date (SP/WP/SP-EXT/WP-EXT only)
• Setting Conditions & Remarks (SP/WP/SP-EXT/WP-EXT only)
A-2021-22415-000046
Using the new

Export to GCMS NOTE: All actions that are automated in GCMS, will be tagged in GCMS against
the user's GCMS ID.
button (continued)
13. To use new Export to GCMS: Once decisions have been entered in the Action
column, click on the Export to GCMS button.
NOTE: Applications that have "Other" in the Action column OR Applications that
have already been Sent to GCMS will not be exported for decision.
14. The following window will pop up to confirm that the Export has been copied to your
clipboard.
Micrmoft Excecl X
There is rww text rnpiad lo your dipboard'
OK
15. Navigate directly to the GCMS Chinook Tab to paste the information into GCMS.
(see Chinook Tab instructions below).
A-2021-22415-00004 7
s.16(1 )(c)
Sent to GCMS 16. Once an application's information has been Exported to GCMS, a checkmark will
appear in the "Sent To GCMS" column.
A-2021-22415-000048
s.19(1) L'1nformat1on d1vul9uee en vertu de la Iol sur l'acces a I mformat1on
GCMS Chinook Tab:: It's All New
Basics Quick basics about the Chinook Tab:

• Decisions entered in the Chinook Tab, will never overwrite existing decisions in
Chinook (including Eligibility and Findecs)
• Any application processed in the Chinook tab will always be tagged to the
Chinook Session ID - so it can be queried at a future time.
• All Chinook Tab data will be available via Answers Queries by end of March
2020.
• Errors that typically prevent applications from being finalized (i.e. Cost
Recovery fee outstanding, Biometrics not assessed etc) will continue to be
returned in the Chinook Tab.
1. Chinook Upload Session

2. Paste Chinook Decision Data

3. Uploaded Chinook Apps List

• Review uploaded Chinook Application information
Creating a new 1. Before pasting information from the Export to GCMS Chinook button, a new
Chinook Session Chinook Session must be created.
2. In the Chinook Upload Session window, click Nei!il button
3. Session ID: A new Chinook Session ID# will appear in the ID column
A-2021-22415-000049
s.19(1)
4. Name: The Session name can be edited in the name column. The name will
default to the Session ID if not modified by the user
Pasting Chinook 5. section of the tab, paste (CTRL +V) your

Data into Chinook button in Chinook.
Tab
Paste Chinook Decision Data
NOTE A"$" sign will appear at the end of the pasted Chinook information. This
indicates the end of the information. Do not hit enter, or enter any other characters
after this$ - it will cause an error.
NOTE: This will not process the decisions, it will pull the Chinook decision
information into the Uploaded Chinook Data list for review.
Review Uploaded 7. The application information entered in Chinook will appear in the Uploaded
ChinookApps Chinook Data window:
List
8. The following information can be reviewed in the relevant columns:
A-2021-22415-000050
s.16(1 )(c)
s.19(1)
Using the 9. Once applications have been reviewed - click the ,.¢[,t·a,,,••·"''"'"' Chinook to
Process Chinook complete the final decision activities for the applications.
Data button
Uploaded Chinook Apos l1:.t ~
NOTE: Depending on the number of applications being processed, the delay may
be several minutes. The buffer wheel will only appear for 90seconds and then will
disappear. This does not mean that the processing has crashed. Status will
change to Complete or Complete- Error once processing is done.

• Continue review of remaining applications in Chinook while you wait for the
Chinook Tab to finish processing.
Upload Statuses The Chinook Upload Session status will indicate the processing status of the group of
&Summaries applications in that session.
Chinook Upload Session
Chinook Upload Session
0 0 G
Complete · Error u 0 2 seconds:
Error - Upbad Failed 0 0 G Up:oad f~,--
Comp!ete - No Err-or 8 4 G
The Chinook Upload Session window also provides a summary of the# Apps, #
Approved,# Withdrawn,# Refused,# Errors as well as the elapsed time for each
complete session.
A-2021-22415-000051
s.19(1)
Application Error As mentioned above, errors typically returned to a user to indicate that the application
Statuses cannot be finalized, will still appear in the Chinook Tab under Application Error Status.
There are several new errors listed below that are specific to the Chinook Tab:
Fixing 10. Should an error occur on an application, click on the Application Number hyperlink.
Application
Errors >_lpl,:c
A-2021-22415-000052
11. Fix the error, if possible and use the breadcrumb to return to the Chinook Session
Tab.
Deleting 12. Click the Process Chinook Decisions button, and all applications that are not at
Applications onrrm1rne will be re-processed.
from a Session
13. To delete an application from a Session, highlight the application(s) and click
Mer1u>Deffet1? f<ecorti.
A-2021-22415-000053
s.19(1)
Troubleshooting
The Chinook+ and Chinook Tab are very very new.
And as such, we are still actively working on debugging and improving both tools.
There are a few known issues that are identified below to assist with troubleshooting:
The buffer wheel disappears and it looks like the In GCMS, the buffer wheel automatically disappears
Chinook session has crashed. after 60-90second. Unfortunately, this isn't
something we could easily fix.
OR Chrome gives me this Page Unresponsive
message: So trust it and let it run - the Session Status will
change to Complete - No Error or Complete - Error
once it's done.
I
When I paste my information from Chinook into To avoid errors in the Chinook Tab, ensure that
the Chinook Raw Data window, I see a $ and there are no extra characters or spaces after you
then some other symbols: paste in the Chinook Data window:
Paste Chmook Deds; on Data
Ex:
V1 !Chinook Application NumberjV1
V1 !Chinook Eligibility Assessment[33
V1 [Chinook Final Decision[01
V1 !Chinook Decision By[
V1 !Chinook Generate DocumentsjY
$ >p
Delete all extra characters and spaces after the$.
A-2021-22415-000054
s.16(1)(c)
ANNEX A
Biometric Action Column
Biorno!ric Action Column Display Biornelrics Lead Tag Line Logic
POT ERROR - SEE GCMS Potential Info Sharing Error - see GCMS
ERROR Q1 -SEE GCMS Info Sharing 01 Failure - see GCMS
ERROR Q2 -SEE GCMS Info Sharing 02 Failure - see GCMS
NOT ASSOCIATED Biometrics Not Associated - see GCMS

OR
ALL NOT ASSOCIATED
POT ADV - SEE GCMS Potentially Adverse Info - see GCMS
Cl IINOOK;
A-2021-22415-000055
s.16(1)(c)
NOTE:The detailed information for this record will not be provided in Chinook. Decision-
Maker will be required to review information in GCMS and the Biometrics Assessment
checkboxes for this application will be disabled in Chinook.
USA pending Additional Info-see GCMS
NZL Pending
AUS pending
USA/NZLJAUS pending
USA/NZL pending
USA/AUS pending
NZLJAUS pending
COMPLETE (COUNTRY) COMPLETE

OR
ALL COMPLETE
(COUNTRY) NRT ALL NRT

OR
ALL NRT
EXEMPT (COUNTRY) ALL EXEMPT

OR
ALL EXEMPT
INCOMPLETE FINGERPRINT INCOMPLETE

(COUNTRY)
OR
INCOMPLETE NOT STARTED
OR
ALL INCOMPLETE
Cl IINOOK;
A-2021-22415-000056
BIOMETRIC THATWILLAPPEAR AFTER DECISION-MAKER «EVIEW
REVIEWED If the user has reviewed Biometrics and clicked on an

assessment check box and "Save Biometrics Action"
button
REVIEW REQUIRED User has checked the "Review Required" box in the
Biometrics Action Column
Cl IINOOK;
A-2021-22415-000057
s.16(1)(c)
ANNEXB
Final Decision Logic - TRV
Dedslon
Activity/Field in GCMS Approval Refusal Withdrawal

Eligibility & Fin dee Eligibility Assessment Eligibility: Passed Eligibility: Failed Eligibility: (blank - unless already
Passed or Failed)
Final Assessment Final Decision: Approved Final Decision: Refused Final Decision : Withdrawn
Notes Notes tab Yes Yes Yes
Refusal Grounds: Finalize Application>Refusa! Grounds N/A Yes N/A
Correspondence: Correspondence> Outgoing Pp! Request ltr = Generate Refusal Letter= Generate No letter generated-cannot automate
letters that have to be picked from the
T:Drive
Pp! Request ltr = Sent Refusal Letter= Sent
Pp! Request ltr = Generate Refusal Letter= Generate
Counterfoil Finalize Application> Document Issuance Generate and set Print Queue N/A N/A
Things GCMS won't let us automate that you'll still have to do: If Received Via OtherNAC = set letter If Received Via otherNAC = set letter Send withdraml letter
to Sent to Sen!
Set Validity Date if change 1s required
A-2021-22415-000058
s.16(1)(c)
Final Decision Logic - SP

Final Decision

Eligibility & Findec Eligibility Assessment Eligibility: Passed Eligibility: Failed Eligibility: (blank - unless already
Passed or Failed)
Final Assessment Final Decision: Approved Final Decision: Refused Final Decision: Withdrawn
Refusal Grounds: Finalize Application>Refusal Grounds N/A Yes N/A
Correspondence: Correspondence> 0 utgoi ng POE Intro Ur= Generate Refusal Letter= Generate No letter generated - cannot automate
Study Permit= Aulhorized letters that have to be picked from the
T:Drive
POE Intro Ur= Generate Refusal Letter= Sent
Study Permit= Authorized
Original Pp! Request= Sent
POE Intro Ur= Generate Refusal Letter= Generate

Original Ppt Request= Generate
Counterfoil Fmal!ze Appl!cation> Document Generate and set Print Queue N/A N/A
Issuance
Set Validity Date
Counterfoil = Generate
eTA =Authorized
Permit Finalize Application >Document Set Validity Dale

Issuance> Type = Permit- SP
User Remarks based on Chinook entry
Conditions based on Chinook entry
Things GCMS won't let us automate that you'll still have to do: If Received Via OtherNAC = set letter If Received Via OtherNAC = set letter Send withdrawal letter
to Sent to Sent
A-2021-22415-000059
s.16(1)(c)
Final Decision Logic - SP-EXT

Final Decision

Passed or Failed)
Refusal Grounds: Finalize Application>Refusal Grounds NIA Yes NIA
Refusal Letter Details>Paragraph Type
Refusal Letters Details> Paragraph

Type based on Chinook entry
Correspondence: Correspondence> 0 utgoi ng Study Permit= Generate Refusal Letter= Sent No letter generated - cannot automate
T:Drive
Study Permit= Generate Refusal Letter= Sent
Counterfoil Finalize Application> Document Generate and set Print Queue NIA NIA
Issuance
Set Validity Date
Counterfo!l = Generate
e TA = Authorized
Permit Finalize Application >Document Set Validity Date NIA NIA

Issuance> Type = Permit- SP
Things GCMS won't let us automate that you'll still have to do: Set Study Permit to Authorized NIA Send withdrawal letter
A-2021-22415-000060
s.16(1)(c)
Final Decision Logic - WP

Final Decision

Passed or Failed)

Correspondence: Correspondence> 0 utgoi ng POE Introduction Ltr = Generate Refusal Letter= Generate
Work Permit= Authorized
POE Introduction Ur= Generate Refusal Letter= Sent No letter generated - cannot
Work Permit= Authorized automate letters that have to be
Original Passport Request= Sent picked from the T:Drive
POE Introduction Ur= Generate Refusal Letter= Generate

Original Passport Request= Generate
Counterfoil Finalize Application> Document Generate and set Print Queue N/A N/A
Issuance
Set Validity Date
eTA = Aul ho rized
Permit Finalize Application >Document Set Validity Date N/A N/A

Issuance> Type = Permit- WP
User Remarks based on Chinook. entry
lo Sent to Sent
A-2021-22415-000061
s.16(1)(c)
Final Decision Logic - WP-EXT

Final Dec'sinn

Passed or Failed)
Final Assessment Final Decision : Approved Final Decision: Refused Final Decision: Withdrawn
Refusal Grounds: Flnallze Appllcation>Refusal Grounds NIA Yes NIA

Correspondence: Correspondence> 0 utgoi ng Work Permit= Generate Refusal Letter= Generate
Work Permit= Generate Refusal Letter= Sent No letter generated - cannot

automate letters that have to be
picked from the T:Drive
Work Permit= Generate Refusal Letter= Generate
Counterfoil Finalize Application> Document Generate and set Print Queue NIA NIA
Issuance
Set Validity Date
eTA = Aul.ho rized
Permit Finalize Application >Document Set Validity Dale NIA NIA

Issuance> Type= Permit- WP-EXT
to Sent to Sent
A-2021-22415-000062
ANNEXC
Eligibility Logic
Decision-Maker in What happens in GCMS

ChinooK
If Chinook THEN Chinook If Existing GCMS THEN Chinook Tab will set GCMS Eligibility to: THEN Error Message=
Final Eligibility will Eligibility=
Decision= be set to:
Approved Passed Blank Passed n/a

In Progress Passed n/a
Not Started Passed n/a
Recommend Interview Passed n/a
Recommend Passed Passed n/a
Review Required Passed n/a
Passed Will not overwrite existing Eligibility decision, but will n/a
continue with remaining Final Decision actions
Not Met No actions will be completed. Will return Error to Officer. "Eligibility is Not Met"
Failed No actions will be completed. Will return Error to Officer "Application's Final Assessment cannot be
updated due to Eligibility Assessment value"
Refused Failed Blank Failed n/a
In Progress Failed n/a
Not Started Failed n/a
Recommend Interview Failed n/a
Recommend Passed Failed n/a
Review Required Failed n/a
Passed No actions will be completed. Will return Error to Officer "Application's Final Assessment cannot be
Not Met Failed
Failed Will not overwrite existing Eligibility decision, but will
Withdrawal Blank Blank Blank
In Progress Blank
Not Started Blank
Recommend Interview Blank
Recommend Passed Blank
Review Required Blank
Passed Will not overwrite existing Eligibility decision, but will
Failed No actions will be completed. Will return Error to Officer. "Eligibility is Failed"
CHINOOK!
A-2021-22415-000063
I+ I lmmigration, Refugees
.and cmzenship -Canada
tmmigrauon, Rerugies
et Citoyennete Canada
l"1ormo1lon 4li<ll>..ounuor '""A,,.... "' l!>il>mtotlon Ao,
L'information divu!quee en vertu de !a !cl su; !'aooes a- !'infurmailon
6/11/2018
IRCC
DRAFT V2 I IRCC
A-2021-22415-000064
Chinook Decision Maker User Manual
Contents
What is the Decision Maker Module? ......................................................................................................... 3
Using the Decision Maker Module .............................................................................................................. 3
Setting up Your Workstation ..................................................................................................................... 3
Setting up Chinook .................................................................................................................................... 4
The Display Popup ................................................................................................................................. 4
The Display Pop up Buttons ................................................................................................................... 5
Hot Tip: Use Hotkeys! ........................................................................................................................... 6
Welcome to the Decision Maker! ............................................................................................................. 7
Reviewing the Information ....................................................................................................................... 7
Hot Tip ................................................................................................................................................... 9
The Progress Bar ................................................................................................................................... 9
Risk Section Data explanation ..................................................................................................................... 9
Risk Section Display ................................................................................................................................. 10
Customizing How Your Files Are Displayed ............................................................................................... 12
Sorting & Filtering ................................................................................................................................... 12
Organizing How You Action Your Files ...................................................................................................... 13
Using the Action Column ............................................................................................................................ 14
Refusal Reasons ...................................................................................................................................... 15
Refusal Note Generator .......................................................................................................................... 15
Working Note .......................................................................................................................................... 15
Applying action to multiple files ............................................................................................................. 16
Grouping your files for action .................................................................................................................... 17
Action lists .................................................................................................................................................. 18
The Approval List ..................................................................................................................................... 19
Hot Tip - GROUPS! .............................................................................................................................. 19
The Refusal List(s) ................................................................................................................................... 20
A-2021-22415-000065
The Other Actions List ............................................................................................................................. 21
Give it a Try! Best Practices and Tips from the Experts ............................................................................ 22
Processing Paper Files in Chinook ........................................................................................................... 22
A-2021-22415-000066
s.16(1 )(b)
s.16(1 )(c)
What is the Decision Maker Module?

The Decision Maker Module is a tool that aims to increasing the quantity of decisions that an officer can
make on any given day as well as improve the quality of those decisions. Increased efficiency is gained
by bringing a range of pertinent information required for making decisions together in one place where
it can be reviewed easily and effectively. The DMM is organized in such a way that efficiencies of scale
can be produced by processing like cases together and facilitating grouping in the finalization process.
Using the Decision Maker Module
For best results we suggest you organize workstation so that you have one monitor in a landscape
orientation (to be used with Chinook) and your other in Portrait (to be used for GCMS).
A-2021-22415-000067
The
1. When you first open Chinook, you can click the display button to setup your viewer for the session.
a. Region: Select your region from the dropdown -this will calibrate the tool to show the
Historical Data Information based on the region where you are working
b. GCMS ID: Enter your GCMS ID (either by typing it in or from the dropdown)
c. Data File: The datafile should be preset by your office administrator, however if you are
switching between offices (for a workshare for example), you can select another region's
datafile to ensure the application information is populated into the tool
i. For office switching, the office Chinook Administrator will need to have downloaded
other datasets. In most offices, this won't be required.
North Europe & the,.., I Clear Viewer

GCMSID:
Data File:
GCMS !nfo I H1stoncai Dara Section I

I
~ ! Clear filters
and Sorting
r;, Rec'd Date
r;, CoR
~nMultiple
Applications
~ Age
~ Purpose of Visit
f;, Purpose of Visit Info

Change the
~ Activ1ty &E1nrncr1er1::.cr10011ra!Jtrv
Data Path
r;, Self Declared Trave!
~ StatQs (positive answer)
-----------~I
A-2021-22415-000068
d. Officer Section/Client & Application lnfo/GCMS Info/Historical Data Section Tabs: toggle
through these tabs and uncheck boxes of the field which you wish to hide/check those you
wish to unhide.
i. Ex. If you office does not conduct pre-assessment, hide this field to save space on
your screen.
The Buttons
2. The Display window has a number of buttons which toggle on/off various functionality and/or
launch other actions. A description of each button is provided below the image:
. Mskzr
.'
.--J
d
e
ClearrtlterS
and Sortirtg
f
Admn Collmm
Adivated
g
Row
ixpamitm
Ad!V.tted
h
ican Multip&e
Applkati<ms
i
Change the
Data Path
,.,.
a. Clear Viewer- click this button to clear all data from your viewer and to reset your
worksheet. This method should be used instead of manual deleting all data in the table, as
manual deletion may lead to instability
b. Get Assigned - if you enter your GCMS User ID in the dropdown, click the Get Assigned
button and the viewer will pull in all files assigned to your User ID from the datafile.
Reminder that the data in the datafile is not live, so recently assigned files may not be pulled
in
c. Internet Explorer (IE) GCMS - click to open a direct link (non-Citrix) to GCMS in IE
d. Chrome GCMS- click to open a direct link (non-Citrix) to GCMS in Chrome
A-2021-22415-000069
s.19(1)
e. Clear Filters and Sorting - You can use the filter and sorting functions in the Chinook Viewer
module. Click this button to clear your filters/sorting (this may be required before hitting
the Action List button)
f. Action Column Activated/Deactivated - clicking this button will toggle on/off the Action
Column in the viewer
i. When Activated each time you click the action cell, the action window will popup
and allow for four options (Approval, Refusal -with grounds selector, Other, and
Withdrawn) to be selected
ii. When Deactivated each time you click the action cell, the action window will NOT
popup, and the user can enter an "A" to indicate approval or an "R" to indicate a
refusal. The refusal grounds cannot be selected when the action column is
deactivated.
g. Row Expansion Activated/Deactivated - clicking this button will toggle on/offthe
expansion of the rows in the viewer. The default setting is for each row to expand to its
maximum required size when a cell in that row is selected.
h. Scan Multiple Applications - clicking this button will open another window where the user
can scan in Application numbers and/or Group numbers.
i. If you enter both Group and Applications numbers, the group numbers will be
pasted in first to the tool, then the application numbers.
Input Applications
i. Change Data Path - click this button to change/update the pathway to the data folder
which populates data in your viewer. This should be done primarily by your Chinook
Administrator, but may require periodic update.
j. Close - click to close the Display Window
Hot Use Hotkeysl

3. The Chinook Decision Maker Module has various hotkeys built in to limit the user's need to use the
mouse. Hotkeys options are indicated by underlining a letter on the button/action. Hold ALT+the
underlined letter to complete that action.
A-2021-22415-000070
S.19(1) L'1nformat1on d1vul9uee en vertu de la Iol sur l'acces a I mformat1on
a. Some examples include -Alt+D will open the Display Popup, Alt+L will launch the Action List,
Alt+G will "Get Assigned" from inside the Display Popup. Look for more!
Vv'elcome to the ::ecision \1akerl

4. First thing is to add the files that you will be working on. You can add files in one of two ways, 1)
using the "Scan l\i1ultiple AppHcations" (outlined in above section) or by pasting them in to Column A
of the viewer
South Asia
Officer SectiillE:~--,,,-c-__D_is_p_la_v_ _.,__A_c_t_io_n_L_is_t_ _,
Group# "'j Working Note Action
You can also add in multiple applications at one time (up to 1000!).
5. Once applications entered, the tool will advise

that is about to retrieve the data and may appear
~ This will Retrieve the Applications, Entered. The Viewer may be
unresponsive. Don't worry, click "Yes" and wait a ~ umesponsi\-e whilt: this!:. happernng. Do you wish to proceed?
few seconds for the tool to populate your data!
a. You will be able to see what the tool is 'ies Ne
doing based on the status in the bottom

left corner
Reviewing the lnfcrmation

Chinook will display a series of info related to your files to help you in your decision making.
South Asia
Officer Section Display Action List
Application II w Group# Working Note Action Gender Purpose of Visit
6/15/2015 Male ~ Tnurism

6/29/2015 Male §9; Other
-
7/2/2015 ~
5/3/2016 Mille
is! Tourism
~rni!yVisfl - ,
5/3;'2016 Female FamilV Visit
6/21/2016 Mille Family Visit
8/24/2016 iemale SuperV""
7/20/2015 Male T0t.trfsm:
10/1.1/2016 ~ Fami!yVisit
10/11/2016 Mille 14 Fam: yVis't
lC/22/2016 Mille 12
10/19/2016 Female Other
11/.:.0/2016 Male SuperVlsa
A-2021-22415-000071
s.19(1)
s.16(1 )(b)
s.16(1 )(c)
Use the scrollbar in the bottom right corner of the workbook to see more info.
All the info under the Client & Application Info section is presented just as the client has declared in
their application form. Note that for the Activity & Employer/School/facility column, the default will
display their most recently stated occupation/activity.
Purpose of Visit .,, Activity & En7?loyer/Sehool/Fi!cility·
Tourism
Family Visit
Other
1958/06 to 1962/04~t / Etudiant@
2007 /01.to.2012/01_.-Rea! .. Estate .Agent
2000/04 to 2010/03 - Smali business owner/store@
e. - Bacoor Cavite
- Prfiipplnes (Nagui :an, La Union)
- _J
other 1974/12 to 1998/12 - Police Offaer@ - Ph1iipp1nes (Naguiiian, La Union)
~F~a~m'.'._1~1''.'._l'~V~ls!1t~---~2~0~1~0~/~0~6~to~U~n~s~p~ec::1!fl~e~d~--~S~tr~Jd~e::n~tj@~!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!~-~P!'h~11~i;!:p!:p~1n'..:e::.sj(~Pa'.:.r'...'.a:'.n'..:a~q~u~e~C:it>,~,'!)___
To view all of their declared employment/education history simply click anywhere in that cell.
Purpose of Visit ., Aedvity & Employer/S.chool/Facility
!Tourism
iFami!yVrsit -
. - Quemn City (Phi iipplnesj
. - Banawe Quewn C'ty (Phiiipp'.nes)
I
2000/04 to 2010/D:l - S.mai! bus·ness owner/store@ - Phi'1pp1nes (Nagu :'an, La Union)
J
1974/U to 1998/12 - Police Off'cer@ - Ph" :ppines (Nagu:::an, La Union)
StatQs (positive answer)
A-2021-22415-000072
s.17
The Previous GCMS History column

GCMS Info
Previous GCMS History
Hot As Chinook is an Excel based tool, you can use hot-keys in Excel to speed up your navigation.
For example, hit the "Home/Debut" on your keyboard to jump from anywhere on the viewer back to
Column F. So, if you are looking at the Risk Data to the far right of the sheet and want to jump back
quickly, hit Home.
Bar
Chinook has a progress bar for users to easily see the number of applications they have entered into the
tool, how many require action, and how many have been actioned.
Figure 1: Progress Bar with no Applications
Figure 2: Progress Bar with Applications at Start (Left number is actioned Applications and Right number
is non-actioned Applications- same as Total Applications at Start)
Figure 3: Progress Bar with 56 actioned Applications (135 non-actioned Applications)
A-2021-22415-000073
s.16(1 )(b)
s.16(1 )(c)
Chinook checks the 6 filter profile of your applicant and will provide data if the profile had at least 50
applications finalized within the last 12 months. If less than 50 applications were received, Chinook will
then drop to 3 filters and run the same check. If less than 50
applications were finalized for the 3 filter profile, the data is considered insufficient and will not provide
any data to the officer.
6 filters 3 filters
If insufffcient sample
size /fess than SO app/fcationsJ
then Smortbook uses
To ensure datasets have a valid sample size, some filters had to be placed into ranges or buckets which
are explained below:
Additional details can be provided including full breakdowns of SP bins.
A-2021-22415-00007 4
s.16(1 )(b) I .t...
T
s.16(1 )(c)
A-2021-22415-00007 5
Customizing How Your Files Are Displayed

There are a number of ways you can use the Decision Maker tool to help you organize your files as well
as customize which data you decide to look at.
&
You can sort & filter any column to arrange the order that your files are displayed in. To do this, simply
click on any of these boxes and choose your action.
R~'d D " Citiz~~shi~Cll~ : I Gender ,, Marital Status ,, Age y

Purpose of Vis.it
"'
7/2/2015 PaJ,ristan Japan Mal:e Single 33 Tmirisrn
6/21/2016 PMlipmnies Phili1u!lines Male Widowed 70 Famt!YVisit
8/24/2016 Phmpptnes PhHipplnes Female Widowed 59 Super Visa
7/20/2016 Philippines PhHiouines Male M,irried 66 Tourism
10/11/2016 Japan Japan Female Lega Separated 46 Farni,yV1sit
Action Rec'd D Citizens.hip. CoR

When the option box opens, you will be
w
Japan
presented with a number of options for Plfflippines
sorting and filtering. You can decide to Pratipp1nes
display only applications from a specific
• Phi1ippines
nationality (filtering under citizenship) Japan
or organize your files to display all those • Japan
with previous CAN approvals at the top • Japan

Korea,
(sorting by color under the previous
Phlippines
GCMS history column). · 1iir) (Select All] PhiJippines
{'Afghanistan ····1
*Be careful when sorting and filtering
..
that you don't accidently split groups Phtlipplnes
(by applying filters that do not apply to · Phtlipplnes

Phlipp!nes
all members of that group).
: ·;Iran Korea,
..:Jamaica Phii'ppines
Japan _ Phttiapines
Pm!ippines
Phlippines
Philippines
A-2021-22415-000076
s.19(1)
You can do multilayered sorts to combined different elements. Click the down arrow and select "Sort by
Color" (even if you have no colors) and then click "custom sort". You can now run a multilayered sort
first sorting by one column, and then another within that initial sort
roup • v j Working Note "' Eligibility
UD: ~ l 2ort .t:.. to Z
z t,J;:,.
Organizing How You Action Your Files

As you go through your list of files and are deciding whether you will approve, refuse, withdraw or
otherwise action the files you will have the Action column to assist you. The Action column gives you a
place to indicate what action is to be taken for each file. Using the action column allows you to focus on
your file review and action your files in groups once you have looked at them all, leveraging efficiency
through economies of scale.
Middle East
Officer Section Display Action list

Application # Group# Working Note Adkrn
o/
Request Meds other

Approval
Approval
Approval
Refusal
~efosal
Approval
Approval
Approval
Request PG-1 Other
A-2021-22415-000077
s.19(1) I T.t... lmm1grat1on, Refugees
Using the Action Column

Review your file and the information provided in Chinook. When you've determined what action is
needed, click on the box corresponding to your file in the action column.
Middle East
Action List
Application # Group# Action
---· 1
A-2021-22415-000078
s.19(1)
You will be presented with the following options box:
Select your action.
correspond to your refusal

reasons.
RefLsal Note Generator:

Some refusal reasons will
require additional input foL
the refusal note to be
accurately generated. If any
of these boxes are no longer
greyed out, type inside the
box to complete the
sentence as you wish it to
appear in your refusal note.
Wor::ing Note: You can

use this field to mark any
particular or special action
required by a file. For
example if you have a file that requires meds you can select Save Action & Notes: Click here
when you are done!
"Other" and indicate "Request
Meds" in the working Note
A-2021-22415-000079
s.19(1) I .t...
T
box. When you return to the

Viewer the working note will Middle East
be displayed alongside the
Action. Action List
Action
other
Approval
Single Entry Approval
Approval
Approval
Request PC:3-1 other
Refusal
m If you wish to apply the same action to a number of files in a row,

click in the first box, hold down and drag across all the file for which you want the action to apply. Select
desired action and click "Save Action & Notes".
A-2021-22415-000080
Middle East
Officer Section Display Action list

Application# Group# Working Note Ariton
________,,,,_
Middle East
Officer Section Display Action List
Application# Group# cf•·

Working Note Actim1
roval
rental
roval
roval
roval
Groupi your fi for a

When you have completed the review of your files and are ready to action them you can click the Action
List button. This will compile a series of file lists and query strings for you in order that your files may be
actioned efficiently and in groups wherever possible. These lists will be determined based on each
unique action that you have selected for each file. Any working notes that you have indicated will also
be carried over to the lists to assist you.
A-2021-22415-000081
s.19(1)
iiiiiiiiiiiiiii a
Officer Section Display I_ Action list

.
Application#
vi Group#
I
Working Note
'o/
Action
""
Approval
Approval
Approval
Single entry Approval
Single entry Approval
Approval
Approval
Approval
Refusal
After clicking the Action list button, you will be asked if you would like to have the files removed from
the Decision Maker module. The lists for action will be created either way but you must decide if you
want the file numbers to remain in the Decision Maker Module as well.
Do you ,,vant to clear all the Applicatic:m ·with an associated action from
the Vie·,,veri
Yes
A separate workbook will be created with each list of unique actions. Click on
Action I
Your action lists will be in a separate excel document, applications will be grouped together according to
the action that you have specified earlier in the Decision Maker module. For each action you will be
provided with three file strings for querying in GCMS.
All Files Query String: includes all files designated for that action
Single File Query String: includes all files that are not presently in groups.
A-2021-22415-000082
Group File Query String: String of all groups containing the files for action.
Working Note Application tt Group#
Single entry<
-
Sing!e entry>
-
• •I -
Approval ---
=w
You can navigate between the different action lists using these tabs here.
You will also see all the applications displayed in a column with any corresponding working notes that
you have indicated in the Decision Maker module beside them.
Hot - GROUPS!: When approving files, close all the corresponding groups using the Group File Query
String and then make one super group of all your approvals.
1) Copy the Group File Query String

2) In GCMS, navigate to Groups-lMM, click
the IMM tab twice so that the screen
looks like this
3)
4)
click "go".
-
Paste your Group File query string and
You can now quickly close any groups that your files are in by selecting any with status "in
Progress" and changing it to "closed in the bottom tab.
\
A-2021-22415-000083
s.19(1)
TR - =a-r: '! 1n ;<rcgres;.
Group
!
,.j
!
5) Once all groups are closed, you can use the All Files Query String to create a super group for all
your approval files.
- - Single File Query String:

Group File Query String:
A-2021-22415-000084
s.19(1) s.16(1 )(c)
Ali Files Query String:

Single File Query String:
Group File Query String:
Working Note Application tJ Grou tJ Refusal Nate
- - .. -~
A-2021-22415-000085
s.16(1 )(c)
Other
All Files Query String: 1
Single File Query String: 1
Group File Query String: ,
Working Note Application #

Request I\IH!itary Table
Request !Vli!itary Tab!e
Request Military Table
Request Mmtary Table
Request updated Letter of Acceptance
• •I Other ~~rtivi! ~ -~- •• i
Give it a Try! Best Practices and Tips from the Experts
P:-ccessing Paper Files in Chinook
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I .t...
T
s.16(1)(c)
A-2021-22415-000087
s.16(1)(c)
s.16(2)
Chinook Taskmaster SOPs

Contents
Introduction ................................................................................................................................................................................................................... 3
A-2021-22415-000088
s.16(1)(c)
s.16(2)
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s.16(1)(c)
Intrnduction
A-2021-22415-000090
Page 91
is withheld pursuant to section
est retenue en vertu de l'article
16(2)
of the Access to Information Act

de la Loi sur l'acces a l'information
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Pages 92 to/ a 100

are withheld pursuant to section
sont retenues en vertu de l'article
16(1)(c)

A-2021-22415-000092
Pages 101 to/ a 102

are withheld pursuant to sections
sont retenues en vertu des articles
16(1)(c), 16(2)

A-2021-22415-000093
Pages 103 to I a 117

16(1)(c)

A-2021-22415-000094
Pages 118 to / a 119

16(1)(c), 16(2)

A-2021-22415-000095

16(1)(c)

A-2021-22415-000096
rnor CHINOOK
0(
USER GUIDE - odule 6

7 • --
ToolBox
-·
I "I Immigration, Refugees
and Citizenship Canada
Immigration, Refugies
et Cltoyennete Canada
INTRODUCTION ....................................................................................................................................... 3
History .................................................................................................................................................. 3
Overall goals ........................................................................................................................................ 3
Chinook Success .................................................................................................................................. 3
Overview .............................................................................................................................................. 4
Launch & documentation .................................................................................................................... 4
Requirements ..................................................................................................................................... 4
Privacy statement .............................................................................................................................. 4
Access request ...................................................................................................................................4
File process flow .................................................................................................................................. 4
MODULE O FILE MANAGEMENT .......................................................................................................... 5
Initial Setup .......................................................................................................................................... 5
Setup & Administration ...................................................................................................................... 7
~ Data options ................................................................................................................................... 7
Data upload for offices of interests ................................................................................................... 7

File assignment to GCMS ID ............................................................................................................. 12
~ Ad min Options ............................................................................................................................. 15
Manage permissions ........................................................................................................................ 15

Change Rule priority ........................................................................................................................ 15
Insert, Disable or Enable an Activity ................................................................................................ 16
Country customization ..................................................................................................................... 18
Distribution graph ............................................................................................................................ 18
Database path .................................................................................................................................. 19
~ Full File List ................................................................................................................................... 20
Edit Activities & Modify Rules .......................................................................................................... 20

Transitioning to Module 1 ................................................................................................................. 22
Specific procedures ........................................................................................................................... 23
Generalities ...................................................................................................................................... 23
Work-Sharing Procedures ................................................................................................................ 23
Appendix 1: Module 1 Correspondence Handling ........................................................................... 25
Appendix 2: Module 1 Verifications & Misrep Handling ................................................................. 27
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I .t...
T
es:
A-2021-22415-000099
Pages 130 to/ a 131

16(1)(c)

A-2021-22415-000100
Page 132
is withheld pursuant to sections
est retenue en vertu des articles
16(1)(c), 16(2)

A-2021-22415-000101
Page 133
16(1)(c)

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Page 134
16(1)(c), 19(1)

A-2021-22415-000103
Pages 135 to/ a 136

16(1)(c)

A-2021-22415-000104
Page 137
16(1)(c), 19(1)

A-2021-22415-000105
Page 138
16(1)(c)

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Page 139
16(1)(c), 19(1)

A-2021-22415-000107
Page 140
16(1)(c)

A-2021-22415-000108
Page 141
16(1)(c), 16(2)

A-2021-22415-000109

16(1)(c)

A-2021-22415-000110
Page 148
16(1 )(b), 16(1 )(c)

A-2021-22415-000111
Page 149
16(1)(c)

A-2021-22415-000112

16(2)

A-2021-22415-000113

16(1 )(b), 16(1 )(c)

A-2021-22415-000114
MODULE 3: Decision Maker Module
USER MANUAL v. 3
CHINOOK MODULE 3 - USER MANU!\L
A-2021-22415-000115
Table of Contents
Table of Contents .................................................................................................................................................... 2
Revision History ....................................................................................................................................................... 3
Contact. .................................................................................................................................................................... 3
What is Module 3 - Decision Maker Module? .......................................................................................................... 4
Set up and get started ............................................................................................................................................. 4
GCMS ............................................................................................................................................................... 4
Hot Key ............................................................................................................................................................. 9
Function ............................................................................................................................................................ 9
Inputting & Reviewing Applications in Module 3 .................................................................................................... 10
Finalizing Application in Chinook ........................................................................................................................... 16
Creating Action Lists .............................................................................................................................................. 20
Using Action Lists with GCMS ............................................................................................................................... 21
2. Best Practice for Approvals/Withdrawa;s- GROUPS ........................................................................... 21
Best Practices for Paper Applications ................................................................................................................... 25
CHINOOK MODULE 3 - USER MANU!\L 2
A-2021-22415-000116
s.17
Revision History
D r

Draft v0 use new Chinook+ and GCMS Chinook Tab 27FEB2020 Lisa Catana
v Amendments to Logic
2 27APR2020 Lisa Catana
_ _ _ _ _.___
ln_c_lu_s_io_n of SP/WP/EXT functionality
Update to screenshots and functionality for Mod

v3 16JUN2020 Lisa Catana
3 - excludes Chinook+/Chinook Tab
Contact
For any questions and/or comments relating to Chinook please contact the Chinook mailbox at
IRCC.INChinook-ChinookR!.IRCC@cicgcca
A-2021-22415-000117
s.16(1 )(b) L'1nformat1on d1vul9uee en vertu de la Iol sur l'acces a I mformat1on
s.16(1 )(c)
What is Module 3 - Decision Maker Module?

The Module 3 - Decision Maker Module is a tool that aims to increase the quantity of decisions that an officer
can make on any given day as well as improve the quality of those decisions. Increased efficiency is gained by
bringing a range of pertinent information required for making decisions together in one place where it can be
reviewed easily and effectively. Module 3 is organized in such a way that efficiencies of scale can be produced
by processing like cases together and facilitating grouping in the finalization process.
Setting up your 1. For best results, organize workstation so that you have one monitor in a landscape
workstation orientation (to be used with Chinook) and your other in Portrait (to be used for GCMS).
Set-up for 2. Open Module - VMwer.Hlstt

Chinook
Module 3
A-2021-22415-000118
GCMS.ID X
Please entEr GCfv1S ID: OK
Cance!
Data Path
':Fu,!'C
,.,...iDfif"'cp
Dcc"m~nts
,:n,,,r,c
libr~riu
: : GCOOCS
A-2021-22415-000119
Using the
Settings
button
7. Click on icon, on the left hand to~elitt
A-2021-22415-000120
s.16(1 )(c)
Using the
Settings
button
(continued)
11. Column Setup Tab: Use the checkboxes to customize the Module 3 columns
displayed. Unchecking a box will hide that column from view.
• Ex. If your office does not conduct pre-assessment, hide this field to save
space on your screen.
A-2021-22415-000121
s.16(1)(c)
Progress Bar
and Hot Keys
12. Progress Bar: On the left hand side of the Module 3 worksheet, there is a progress
bar for users to easily see the number of applications entered into the tool, and how
many have been actioned. The progress bar will update as you complete the Action
column for any application.
D
nf
7
13. Navigation: As Chinook is an Excel based tool, you can use hot-keys in Excel to
facilitate navigation. The Chinook Decision Maker Module has various hotkeys built in
to limit the user's need to use the mouse. Hotkeys options are indicated by
underlining a letter on the button/action.
A-2021-22415-000122
lnpA
See below for some examples:
t'fot Key Function

Home/Debut Will return your viewer back to Column
F.
ALT+D Open Display Popup
ALT+L Launch Action List
ALT+S Launch Input Apps Window
A-2021-22415-000123
Inputting & Reviewing Applications in Module 3
Inputting 1. Input Applications

• To input applications, click the button on the left hand Tool Menu.
Apps
• A warning message will pop-up advising that any filters/sorting currently used on the Module 3
sheet will be cleared. Click Yes to proceed.
f.,fodule 3+ - Decision Maker
You may have Filters and/•Jr Sc,rting enabled these 1,vill be

cleared to proceed! Do you w·isf-1 to proceed?
• Enter Application numbers and/or Group numbers in the Input Apps window when prompted.
Click 14r,rpn1canons when complete.
NOTE: If you enter both Group and Applications numbers, the group numbers will be pasted in
first to the tool, then the application numbers.
Input App,
Enter Application and/or Group Numbers below:
S11111111
V22222222
Input Appfications
I I
CHINOOK MODULE 3 - USER MANUA1 10
A-2021-22415-000124
• Once applications entered, the tool will advise that is about to retrieve the data and may appear
Inputting unresponsive. Click and wait for the data to be populated for the applications entered.
Apps
(continued)
Reviewing 2. Each row in Module 3 will display the relevant information for the application. Use the scrollbar in the
bottom riqht corner of the workbook to see more info.
Applications
Age p
'¥
33
11
75
32
CHINOOK MODULE 3 - USER MANUA1
A-2021-22415-000125
s.16(1 )(c)
• Client & Application Information: All the info under the Client & Application Info section is
Reviewing presented just as the client has declared in their application forms.
Applications
• Activity & Employer/School/Facility: The default will display the client's stated activities in
(continued) reverse chronological order. To view all declared employmenUeducation history simply click
anywhere in the cell to expand to full view.
Activity & Emplcyer/Schoal/Facility
2018/08 to 2019/12 - SELF EMPLOYED@ IMITED-

2010/09 to 2016/05 - Student/ Etudiant@
201Sf04 to####/## - Bus ness Owner (Car Rentals)
--r n dad and Tobago
lOHi/11 to####/## - Operat onai Manager@
- 7Ym 1dad and Tobago
2013/01 to 2016/06- Student/ Etud1ant@
TR 2014/05 : Have 't'OU ever been
TR 2014/05: Have you ever been
TR 2014/05: Have you ever been

TR 2014/05: Have you ever been !
refused a vlsa or pen"1 t_, den led entry I
or ordered to leave Canada or any I
other country? 1
.Add Deta s: :1
• Previous GCMS History:
CHINOOK MODULE 3 - USER MANUA1 12.
A-2021-22415-000126
s.16(1 )(b)
s.16(1 )(c)
Reviewing
Applications
(continued
Sorting & 3. There are a number of ways use simple Excel functions to help organize the applications and the data in
Filtering Module 3 using the Sort/Filter drop-down button on each column.
4. Sorting:
• Sort ,!J\ or Sort A: These will sort the list of data in alphabetical order or reverse
alphabetical order.
A-2021-22415-000127
Sorting &
Filtering
(continued)
_,,::. rt .
• Sort: To combine different elements, click the down arrow and select "Sort by
Color" (even if there are no colors) and then click "Custom Sort". This will provide options to run
a multilayered sort first sorting by one column, and then another within that initial sort.
f,JOTE: Be careful when sorting and filtering that you don't accidently split groups (by applying filters
that do not apply to all members of that group).
5. Filtering:
• Filter c:hifJJci:t:oxes: Use the checkboxes to filter your list. For example for the Citizenship
column, you can restrict view to only applications of the same country.
OK Cancel
A-2021-22415-000128
Sorting &
Filtering
Continued)
(Seled Alli
.
n
2:)16:'01 ti:, 201f/C4- ,

2:J15/12 tO 2Q2Q/Q1 - ; ; V
-- ·- - . D_-_"_:P.:.:...:::-9
<
OK Cancel
-,y ,A cthtity & Empf.oyer/S.cho-o. !/Fatdity

---- 2.016/0itca-016/04. StudentTEtudlant@
---- -
Custom Auto Filter ? X
Show f(J'<'VS vihrer>:::
Activity _Employer.!School/Facility
c<:•ntains School '11

,6nd (!) Qr
contains Company X
Use, tc, represent any single character

Use' to represent any series of characters
OK Cancel
CHINOOK MODULE 3 · USER MANUA1
A-2021-22415-000129
s.19(1)
Finalizing Applications in Chinook
Using the 1. The Action column is where to indicate the intended action/decision to be taken for each
application. Review the application and the information provided in Chinook. When you've
Action
determined what action is needed, click on column cell corresponding to the
Column application.
2. ~,Hover over feature: Hover over any cell in the Action column to quickly view the notes
entered for an application.
'''''",,""~----••""'"
3. Working Note: This field can be used as an electronic "post-it note" to mark any
particular or special action required on an application. The working note DOES NOT get
included as part of the note to be copied into the Notes tab. It is only for reference. For
example, as you review the application and had concerns of the client's employment, you
could enter a working note stating "review employment documents" as a reminder.
4. To enter an action for a single application: Highlight the Action cell corresponding to
an application to launch the Action Window.
5. To enter an action for a multiple applications: In the Action column, highlight multiple
cells for the corresponding applications to launch the Action Window then enter in the
desired action and click Save Action & Notes.
CHINOOK MODULE 3 - USER MANUA1 1G
A-2021-22415-000130
Using the Alternatively, enter the action on a single application, then click hold down the Action cell
and drag across all the application for which you want the action to apply.
Action
Column
(continued) Application# Grcuµ# "'. ,A.ttl-0-n
531 2-S- :Approval
V3
2-S'
V3
V3
Applicat!-0114 -.r Group:# "' ActkH1
53 2-
V3
2-
',1,/
V:l
V3
\/3
6. Approvals: You will be presented with the following Action Window.

• Click the nnrYH,,,·,;,, checkbox.
• Ensure the correct line of business is selected from the drop-down menu.
• Once your desired actions have been entered dick SavI~ ,a;ction & Notes
7. Refusals: You will be presented with the following Acii~'n"WT~

• Click the Refusal checkbox.
• Deactivat:BeJ· This button will activate the edit function for each refusal
ground. Select it before you enter your refusal grounds, and it will allow you
to edit each ground separately.
• n,~-,,,,"'"'·'"' Reasons: Check the boxes that correspond to your refusal grounds.
• H,a,tr1,i;;.r1t Note ,Grs,,nertttttr. For each refusal ground selected, a corresponding
line will be added to the refusal note. For certain refusal grounds, multiple
options will be available, and you will be prompted to amend the text to
reflect your application.
• Once your desired actions have been entered click Sav,e lktlon & Notes
A-2021-22415-000131
s.16(1 )(c)
Using the
Action
Column
(continued)
8. Other: You will be presented with the following Action Window.

• Click the Other checkbox.
• Once your desired actions have been entered & ttcd:es
A-2021-22415-000132
Using the
Action
Column
(continued)
9. Withdrawal: You will be presented with the following Action Window.

• Click the checkbox.
• Once your desired actions have been entered Save ,i~ Notes
A-2021-22415-000133
Creating Action Lists

Using the 1. After completing review of applications and entering intended actions - click the Action
Action List button. This will compile a series of application lists and query strings to facilitate batch
processing in GCMS. Any working notes that you have indicated will also be carried over to
Button
the lists. A separate list will be created for each Action as follows:
• Approvals
• Withdrawals
• Other (one list for each group of applications with the same action)
• Refusals (one list for each group of applications with the same refusal grounds)
• No Action: list of files where no action was indicated
2. After clicking the Action list button, a pop-up will appear to confirm if you would like to
have the applications removed from the Decision Maker module.
• Click to keep all applications listed in your Module 3 session
• Click to remove the completed applications from your Module 3 session.
!v!ODULE 3 - Deccision Makecr
Do you want to clear all the Applications •Nith an associated

action from the Viev,;er?
No
3. Once you have clicked either or the following pop-up will appear to inform you
that the actions lists have been created. Click
rvlODULE 3 - Deccis:ion Makecr X
\\nf1q.ci,gc.ca\users··,L\Lisa.Catana\Documents\Chinook_Action
List_lDZ0-07-03_ 1-39-40 F'M,xlsm
Action List was created!
OK
4. A new worksheet will automatically open for the action lists. Each tab of the worksheet will
represent a different action:
,N})x' =$$)$)));
Withdrawal No t:,ction
A-2021-22415-000134
s.16(1 )(c)
s.19(1)
Using Action Lists with GCMS

Action List
Overview
Approval or
Withdrawal
Action Lists
A-2021-22415-000135
s.16(1)(c)
Refusal
Action Lists
Other
Action Lists
A-2021-22415-000136
s.16(1 )(c)
Other
Action Lists
(continued)
A-2021-22415-000137
s.16(1 )(c)
Autosave Feature
Retrieving Chinook Module 3 generates and saves automatically an Action List every 15 minutes in the
user's temporary folder. This feature was developed to avoid losing all the work done in the
Autosaved
event of an unexpected crash.
Action List
To retrieve the autosaved Action List, open your user temporary folder by typing %temp% in
a "Windows Explorer" window and pressing "Enter":
~ Temp
~ ·f" ~,temp~'~
~--------------
Cui ck access
Desktop
Then look for the file "Chinook_Actionlist_AutoSave.xlsm" and open it.
Once the file is opened, you will see the actions that you had already entered in the "Action"
column at the time the last autosave was done. You can then use the file lists to enter your
decisions in GCMS and to keep working in Module 3.
Note that this file is replaced every time it is saved, every 15 minutes. That means that if you
want to keep a copy of the files as they were after a crash, you will need to save it in another
location.
A-2021-22415-000138
s.16(1 )(b)
s.16(1 )(c)
Best Practices for Paper Applications

Processing
Paper
Application
sin Chinook
A-2021-22415-000139
rnor
0(
USER's GUIDE - V14.1

7 Too!Box
11•
I "I Immigration, Refugees
and Citizenship Canada
Immigration, Refugies
et Cltoyennete Canada
INTRODUCTION ....................................................................................................................................... 4
History .................................................................................................................................................. 4
Overall goals ........................................................................................................................................ 4
Chinook Success .................................................................................................................................. 4
Overview / Splash Page ...................................................................................................................... 5
File process flow .................................................................................................................................. 5
Launch & documentation .................................................................................................................... 5
• Requirements .......................................................................................................................... 5
• Privacy statement .................................................................................................................... 5
• Access request ......................................................................................................................... 5
MODULE f) PRE-ASSESSMENT .............................................................................................................. 6
1. LINKS BETWEEN MOD#2, GCMS & OTHER MODULES ................................................................... 6
2. MODULE 2 SETUP ............................................................................................................................ 7
2.1 Ensuring the link via Splash Page works ...................................................................................... 7
2.2 How to set up Chinook Mod2? .................................................................................................... 7
2.3 How to Update a Version & Import Custom Settings? ................................................................ 8
3. CUSTOMIZATION ........................................................................................................................... 10
3.1 Customization: User privileges .................................................................................................. 10
3.2 Customization: LICO (updating LICO table yearly) ..................................................................... 10
3.3 Customization: Line of Businesses ......................................................................................... 11
3.4 Assign Blocks .......................................................................................................................... 11
3.5 Preview Blocks ....................................................................................................................... 12
3.6 Customization: Blocks ............................................................................................................ 12
4 START PRE-ASSESSING ................................................................................................................... 13
4.1 How to start pre-assessing ......................................................................................................... 13
4.2 Abbreviations Tab .................................................................................................................. 13
4.3 Enter Group# or App# List Tab: ............................................................................................. 14
4.4 Pre-assessment block & Notes .................................................................................................. 15
4.5 Pre-assessment blocks ........................................................................................................... 15
4.6 Generate Notes ..................................................................................................................... 16
4.7 Note String vs MOD3 Preview ............................................................................................... 16
4.8 Character count ..................................................................................................................... 17
5 BLOCK REVIEW ................................................................................................................................ 18
5.1 GENERAL INFORMATION BLOCKS ........................................................................................ .
A-2021-22415-000141
5.1.1 Who is the Applicant? ............................................................................................................. 18

5.1.2 Immigration Status in Country of Residence ..................................................................... 19
5.1.3 Travel History ..................................................................................................................... 20
5.1.4 Purpose ofVisit .................................................................................................................. 21
5.1.5 Family ltems ....................................................................................................................... 22
5.1.6 Family in Canada ................................................................................................................ 23
5.1.7 Police Certificate ................................................................................................................ 24
5.1.8 Additional Information ...................................................................................................... 25
5.1.9 Additional & Contextual Data [Disabled as MOD2 does not link to MODS data] ............. 26
5.2 FINACIAL BLOCKS ....................................................................................................................... 27
5.2.1 PA Income/Funds ............................................................................................................... 27
5.2.2 3rd Party Income/Funds .................................................................................................... 28
5.2.3 Host Details ........................................................................................................................ 29
5.2.4 Income and Savings ........................................................................................................... 30
5.2.5 Business Ownership ........................................................................................................... 31
5.3 LOB SPECIFIC BLOCKS ................................................................................................................. 32
5.3.1 PG-1 Requirements ............................................................................................................ 32
5.3.2 Business Details (B-1) ......................................................................................................... 33
5.3.3 Transit Details (VH-1) ......................................................................................................... 33
5.3.4 Short Term Student (SX-1) ................................................................................................. 33
5.3.5 Work Permit Exempt (WX-1) ............................................................................................. 34
5.3.6 Returning Student and Returning Worker ......................................................................... 34
5.4 SP & WP SPECIFIC BLOCKS ..................................................................................................... 35
5.4.1 Previous Education ............................................................................................................ 35
5.4.2 LOA Details ......................................................................................................................... 36
5.4.3 IELTS ................................................................................................................................... 37
5.4.5 SP Financial Items .............................................................................................................. 37
5.4.6 First Program/Second Program ......................................................................................... 37
5.4.7 LMIA Details ....................................................................................................................... 38
5.4.8 WP Additional Requirements ............................................................................................ 41
5.4.9 WP Caregiver ...................................................................................................................... 41
5.4.10 Offer of Employment ......................................................................................................... 42
A-2021-22415-000142
I .t...
T
s.16(1 )(c)
A-2021-22415-000143

16(1)(c)

A-2021-22415-000144
Page 185
16(1)(c), 19(1)

A-2021-22415-000145
Page 186
16(1)(c)

A-2021-22415-000146
Page 187
16(1)(c), 19(1)

A-2021-22415-00014 7
Page 188
16(1)(c), 16(2)

A-2021-22415-000148
Pages 189 to/ a 194

16(1)(c)

A-2021-22415-000149
Page 195
16(1)(c), 19(1)

A-2021-22415-000150
Pages 196 to / a 220

16(1)(c)

A-2021-22415-000151
K K
K K
TRY Journey Lab : :

Chinook+ & GCMS Chinook Tab
USER MANUAL v.3
CHINOOK I GCMS CHINOOK TAB USER MANUAL
A-2021-22415-000152
Table of Contents
Table of Contents .................................................................................................................................................... 2
Revisionist History ................................................................................................................................................... 3
Contact. .................................................................................................................................................................... 3
New tools at a glance .............................................................................................................................................. 4
Chinook+ ......................................................................................................................................................... 4
GCMS - Chinook Tab ...................................................................................................................................... 4
Set up and get started ............................................................................................................................................. 5
Chinook+ :: What's New ......................................................................................................................................... 8
GCMS Chinook Tab:: It's All New ......................................................................................................................... 18
Troubleshooting ..................................................................................................................................................... 23
Issue ............................................................................................................................................................... 23
Workaround .................................................................................................................................................... 23
ANNEXA ............................................................................................................................................................... 24
ANNEX B ............................................................................................................................................................... 27
Final Decision Logic - TRV ............................................................................................................................. 27
Final Decision Logic - SP ............................................................................................................................... 28
Final Decision Logic - SP-EXT ...................................................................................................................... 29
Final Decision Logic - WP .............................................................................................................................. 30
Final Decision Logic-WP-EXT ..................................................................................................................... 31
ANNEX C ............................................................................................................................................................... 33
Eligibility Logic ................................................................................................................................................ 33
CHINOOK I GCMS CHINOOK TAB USER MANUAL 2
A-2021-22415-000153
s.17 I T.t... lmm1grat1on, Refugees
Revisionist History
D r

Draft vO use new Chinook+ and GCMS Chinook Tab 27FEB2020 Lisa Catana
v Amendments to Logic
2 27APR2020 Lisa Catana
-------
Inclusion of SP/WP/EXT functionality
V3 Minor edits 18JAN2021 Zal Karkaria
Contact
For any questions and/or comments relating to Chinook+ or the GCMS Chinook Tab, please contact the TRV
Journey Lab - Officer Team at the following email:
IRCC.JL.Officer-JL.Officier.lRCC@cic.gc.ca
A-2021-22415-000154
s.16(1 )(b)
New tools at a glance
The TRV Journey Lab has recently created new features in Chinook and GCMS to help improve the decision-
maker experience while processing TR applications.
Several features have been built to create a link between Chinook and GCMS, which will now allow decision-
makers to:

Using the new tools, decision-makers can now automate tasks that were previously done manually such as:
• Final Decision entry,
• Modifying SP/WP Permit Details
3. Automate Biometrics Administrative tasks:

Decision-makers can now indicate their Biometrics decision in Chinook, and the entry will be automated in
GCMS
To take advantage of the new features, you will need access to two new tools:
Tool Description
+ • New version of Chinook that includes new

functionality including:
o New Biometrics Action column
o New functions in Action column
CHINOOK+ o Export to GCMS button
o Support for TRV/SP/WP/SP-EXTs
• New Chinook Tab in GCMS that allows users to input

data directly from Chinook then automates associated
administrative tasks for final decisions and biometrics
wfSite Map lillRReport{s) • Support for SP/WP/SP-EXTs as of JUNE 2020 with

GCMS Release 23
Search IMM Activities .Address-es 1MM
• Restricted Access: During the testing/rollout phase,
the Chinook Tab will only be visible to users
participating in the testing. Once full rollout is
complete, the Chinook Tab will be added as a default
for all GCMS Users with Visa Officer responsibility
A-2021-22415-000155
s.16(1 )(c)

Prepare Chinook+ 1. Open r::hinookPfus f!lforlu!e 3 -

NOTE: you must enter a GCMS ID to use Chinook+ with the GCMS Chinook Tab).
GCMS ID
Please enter GctvlS ID: OK
Cancel
4. Set your data path: If data path is not already set up, navigate to the
Chim:;ox>Data folder on your computer and click OK
';ThisPC:
Libror-'""
Lco.i[lc .. c. \_ 'P~ro,:;r;~I,
A-2021-22415-000156
s.16(1 )(c)
Prepare Chinook+ 5. Ensure that the Data folder contains the following files:
(continued) • Mod 3
• Mod 5
• Schema
• REGION NAME - Mod 3 - Cols
• REGION NAME - Mod 3 - Hist
• Chinook - Mod 3-Biometrics Ready
• Chinook - Mod 3-Biometrics Roll Up
6. ''setupy~~r Selected Region and GCMS ID:

1. Click on the :"',crur1n«1 button
2. Under the User Info window:
• Select the relevant
NOTE: The GCMS ID used in Chinook+ must match the GCMS ID of the user,
when using the Chinook Tab in GCMS.
CHINOOK I GCMS CHINOOK TAB USER MANUAL G
A-2021-22415-000157
Prepare Chinook 7. Open a new session of GCMS

Tab
8. Click on the new Chinook Tab
9. If not visible in your tabs, navigate to
¾#Site Map .;JRepnrt[s)
Screens
,, ,O:.,dmir:i~traUon - E,;c·met6cs
, i'-"<lrnir:istrabon · Defo,. ./t Off\-.:
,. ,t..::lmiristratio,-i -- User
,. ,~.pplk;,:rhon SF..mmar:t
"Bi,:;:,rnt:.kric~
,. C.:-rrespond.er,ce
NOTE: The Chinook Tab is currently restricted only to officers involved in the
testing. Once the new tools are fully tested and rolled out to all missions, the
Chinook Tab will be available to all GCMS users with Visa Officer responsibility.
Chinook Tab layout
CHINOOK I GCMS CHINOOK TAB USER MANUAL
A-2021-22415-000158
s.16(1 )(c)
Chinook+ What's New
A-2021-22415-000159
Using the new 1. Hover over feature: Hover over any cell in the Biometric Action column to quickly
Biometrics Action view the biometrics details for an application, hover over t~~JI.
column
2. To view the Biometrics Window for a single application: Highlight the Biometrics
Action cell corresponding to an application to launch the Biometrics Window.
3. To view the Biometrics Window for a multiple applications: In the Biometrics

Action column, highlight multiple cells for the corresponding applications to launch
the Biometrics Window
See A!v1v1:Jt"'~e~iiption and details of the Biometrics Action Column Statuses.
4. Biometrics Window: Use the & buttons to toggle through your selected
applications. The Application # and Record count will change as you toggle through
the applications.
A-2021-22415-000160
Using the new

Biometrics Action
column (continued)
5. For applications where the FCC Detaiff Activity for US, NZ or AUS is at
status to be ,,:,1,5,se•ssea the appropriate check boxes will be activated.
6. Reviewed: Click on the appropriate checkbox to set the biometrics activity status to
Assesser1 Once you have checked any of the boxes in the Biometrics
Window, the Biometrics Action column will subsequently display fifeviewed for that
application.
7. Review Required: If further review of the biometrics is required outside of Chinook,

click the f~e-view checkbox. The Biometrics Action column will
subsequently display f~e-vi,ew for that application.
CHINOOK i GCMS CHINOOK TAB USER MANU,11L
A-2021-22415-000161
s.16(1)(c) I T.t... lmm1grat1on, Refugees
Using the new

Biometrics Action
column (continued)
8. When you have completed the biometrics assessments for the application(s), click
the Save ,H,?Ho/t,nrr,r button to ensure that your assessments are saved and
included in the Export to GCMS.
CHINOOK i GCMS CHINOOK TAB USER MANU,11L 11
A-2021-22415-000162
s.16(1 )(c)
Using the new 9. Approvals: Counterfoil Details (For all LOBs)

features in the
If the Approval checkbox is selected in the Action Window, decision-makers will now
Action Window
be able to select the following details from the Window. NOTE: If any of
these fields are not entered in Chinook, then existing GCMS defaults will be
followed.

• Select your Office from the dropdown menu
• Select your desired Print"'"·"'"'''"'·"'· from the second dropdown
(which will show a list of Print Queues associated to the selected office).
• If no Print Queue is selected, your GCMS default print queue will be
used once you have entered information in the Chinook Tab.
Counterfoil Validity Date:

• Click on the D,at,fJJ button to launch the calendar window and select a date.
A-2021-22415-000163
s.16(1 )(c)
Using the new 10. Approvals: Permit Details (For SP, WP, SP-EXT and WP-EXT)
features in the For SP, WP, SP-EXT and WP-EXT approvals, , additional fields will appear in the
Action Window:
Action Window
(continued)
• Permit Validity Date:
Click on the button to launch the calendar window and select a date.
• Remarks:
Enter relevant remarks in the Remarks window as required.
A-2021-22415-000164
Using the new • Conditions:

features in the To select Permit Conditions - click on the ·'"'•'"',,,"'"'"''"' tab in the Action
Action Window Window and select the conditions that apply for the application. The
(continued) conditions list will corresQ_cmgJo the selected Application Tyg~
11. Refusals:
• Generate Refusal Letter Checkbox:

If the refusal checkbox is selected in the Action Window, the Generate
Refusal Letter Checkbox will be checked as a default.
If a refusal decision is exported to GCMS using the Export to GCMS button,

a refusal letter will automatically be generated in GCMS based on the
exported refusal grounds.
Unchecking the box will stop the refusal letter from being automatically
generated. This will allow additional edits or amendments to the refusal
letter (i.e. adding comments for an "Other" refusal ground etc.
A-2021-22415-000165
Using the new • Refusal Letter Intros:

features in the For SP, WP, SP-EXT, WP-EXT, select the ,,,•e,v,,,,,, 0 letter type from the
Action Window drop-down box in the Action WindQ\N.
(continued)
Using the new 12. The new Export to GCMS button can be used in lieu of the Action List button. Once
Export to GCMS clicked, the button will copy instructions for GCMS onto your clipboard that can then
be pasted directly into the GCMS Chinook Tab to perform the final decision
button
administrative actions that typically would have been done manually. These actions
are the following (See Annex B & C for full details of actions completed in
GCMS, including logic):

• Biometrics FCC Detail Assessments
• Setting Counterfoil Print Queue
• Setting Counterfoil Validity Date
• Setting Permit Validity Date (SP/WP/SP-EXT/WP-EXT only)
• Setting Conditions & Remarks (SP/WP/SP-EXT/WP-EXT only)
A-2021-22415-000166
s.16(1 )(c)
Using the new

Export to GCMS NOTE: All actions that are automated in GCMS, will be tagged in GCMS against
the user's GCMS ID.
button (continued)
13. To use new Export to GCMS: Once decisions have been entered in the Action
column, click on the Export to GCMS button.
NOTE: Applications that have "Other" in the Action column OR Applications that
have already been Sent to GCMS will not be exported for decision.
14. The following window will pop up to confirm that the Export has been copied to your
clipboard.
Micrmoft Excecl X
There is rww text rnpiad lo your dipboard'
OK
15. Navigate directly to the GCMS Chinook Tab to paste the information into GCMS.
(see Chinook Tab instructions below).
A-2021-22415-000167
Sent to GCMS 16. Once an application's information has been Exported to GCMS, a checkmark will
appear in the "Sent To GCMS» column.
CHINOOK i GCMS CHINOOK TAB USER MANU,11L 1/
A-2021-22415-000168
GCMS Chinook Tab:: It's All New
'1 2
Basics Quick basics about the Chinook Tab:

• Decisions entered in the Chinook Tab, will never overwrite existing decisions in
Chinook (including Eligibility and Findecs)
• Any application processed in the Chinook tab will always be tagged to the
Chinook Session ID - so it can be queried at a future time.
• All Chinook Tab data will be available via Answers Queries Errors that typically
prevent applications from being finalized (i.e. Cost Recovery fee outstanding,
Biometrics not assessed, open Criminality/Security assessments or
Verifications etc) will continue to be returned in the Chinook Tab.
1. Chinook Upload Session

2. Paste Chinook Decision Data

3. Uploaded Chinook Apps List

• Review uploaded Chinook Application information
Creating a new 1. Before pasting information from the Export to GCMS Chinook button, a new
Chinook Session Chinook Session must be created.
2. In the Chinook Upload Session window, click NmN button
3. Session ID: A new Chinook Session ID# will appear in the ID column
4. Name: The Session name can be edited in the name column. The name will
default to the Session ID if not modified by the user
A-2021-22415-000169
s.16(1 )(c)
Pasting Chinook 5. In the Paste Chitu1ok Decision Data section of the tab, paste (CTRL +V) your
Data into Chinook data from the Export to GCMS button in Chinook.
Tab
Paste Chinook Deos1on Data f,__J .G..~11-I...__ __.,
Chinook .-.oolication f\Jtimbe
Chinook Eligibility Assessn1<::n,.i.,.,
Chinook Final Decision 01
Chi:metk: [;~dslon By
Chinook Generat~ D0cumentsJY
NOTE: A"$" sign will appear at the end of the pasted Chinook information. This
indicates the end of the information. Do not hit enter, or enter any other characters
after this$ - it will cause an error.
6. Click the Upload Chinook Data button to review your application information.
NOTE: This will not process the decisions, it will pull the Chinook decision
information into the Uploaded Chinook Data list for review.
Review Uploaded 7. The application information entered in Chinook will appear in the Uploaded
Chinook Apps Chinook Data window:
List
8. The following information can be reviewed in the relevant columns:
A-2021-22415-000170
s.16(1 )(c)
s.19(1)
Using the 9. Once applications have been reviewed - click the to

Process Chinook complete the final decision activities for the applications.
Data button
Uplrodcd Chinook Ap~s List
Not St,3rted
NOTE: Depending on the number of applications being processed, the delay may
be several minutes. The buffer wheel will only appear for 90seconds and then
will disappear. This does not mean that the processing has crashed. Status
will change to Complete or Complete- Error once processing is done.

• Continue review of remaining applications in Chinook while you wait for the
Chinook Tab to finish processing.
Upload Statuses The Chinook Upload Session status will indicate the processing status of the group of
&Summaries applications in that session.
Chinook Upload sesston
Chinook Upload Sessmn
Uploaded 0 0
Complete - En-rn 0 0 2 s,~conds
Error - Upload Failed 0 0 0 Up!oad fi:L
Complete - !·~o Err-or 8
The Chinook Upload Session window also provides a summary of the# Apps, #
Approved,# Withdrawn, #Refused,# Errors as well as the elapsed time for each
complete session.
A-2021-22415-000171
s.16(1)(c) I T.t... lmm1grat1on, Refugees
Application Error As mentioned above, errors typically returned to a user to indicate that the application
Statuses cannot be finalized, will still appear in the Chinook Tab under Application Error Status.
There are several new errors listed below that are specific to the Chinook Tab:
Fixing 10. Should an error occur on an application, click on the Application Number hyperlink.
Application
Errors >_lpl,:c
A-2021-22415-000172
11. Fix the error, if possible and use the breadcrumb to return to the Chinook Session
Tab.
Deleting 12. Click the Process Chinook Decisions button, and all applications that are not at
Applications Status= .rr,,;·nn,,e1,e1 will be re-processed.
from a Session
13. To delete an application from a Session, highlight the application(s) and click
M::mu>Defote Record.
A-2021-22415-000173
s.19(1)
Troubleshooting
The Chinook+ and Chinook Tab are new and there may be bugs that have not been identified ..
There are a few known issues that are identified below to assist with troubleshooting:
Workaround
The buffer wheel disappears and it looks like the In GCMS, the buffer wheel automatically disappears
Chinook session has crashed. after 60-90second. Unfortunately, this isn't
something we could easily fix.
OR Chrome gives me this Page Unresponsive
message: So trust it and let it run - the Session Status will
change to Complete - No Error or Complete - Error
once it's done.
I
When I paste my information from Chinook into To avoid errors in the Chinook Tab, ensure that
the Chinook Raw Data window, I see a$ and there are no extra characters or spaces after you
then some other symbols: paste in the Chinook Data window:
Paste Chfnook Dees; on Data
Ex:
V1 !Chinook Application NumberjV1
V1 !Chinook Eligibility Assessment[33
V1 !Chinook Final Decisionj01
V1 !Chinook Decision Byj
V1 !Chinook Generate Documents[Y
$ >p
Delete all extra characters and spaces after the $.
A-2021-22415-000174
ANNEX A
Biometric Action Column
8,omelric Action Column Display Biomehcs Det2:ls Column: Lead Lme Logic
POT ERROR - SEE GCMS Potential Info Sharing Error- see GCMS
ERROR Q1 - SEE GCMS Info Sharing 01 Failure - see GCMS
ERROR Q2 - SEE GCMS Info Sharing 02 Failure- see GCMS
NOT ASSOCIATED Biometrics Not Associated - see GCMS

OR
ALL NOT ASSOCIATED
POT ADV - SEE GCMS Potentially Adverse Info - see GCMS
11\JOOK;
A-2021-22415-000175
NOTE: The detailed information for this record will not be provided in Chinook. Decision-
Maker will be required to review infonmation in GCMS and the Biometrics Assessment
checkboxes for this application will be disabled in Chinook.
USA pending Additional Info - see GCMS

NZL Pending
AUS pending
USA/NZL/AUS pending
USA/NZL pending
USA/AUS pending
NZL/AUS pending
COMPLETE (COUNTRY) COMPLETE

OR
ALL COMPLETE
(COUNTRY) NRT ALL NRT

OR
ALL NRT
EXEMPT (COUNTRY) ALL EXEMPT

OR
ALL EXEMPT
INCOMPLETE FINGERPRINT INCOMPLETE

(COUNTRY)
OR
INCOMPLETE NOT STARTED
OR
ALL INCOMPLETE
11\JOOK;
A-2021-22415-000176
BIOMETRIC STATUSES THAT WILL APPEAR AFTER DECISION-M.M<ER PEVIEW
REVIEWED If the user has reviewed Biometrics and clicked on an

assessment check box and "Save Biometrics Action"
button
REVIEW REQUIRED User has checked the "Review Required" box in the
Biometrics Action Column
11\JOOK;
A-2021-22415-000177
ANNEXB
Final Decision Logic - TRV
Final Decision

Eligibility & Findec Eligibility Assessment Eligibility: Passed Eligibility: Failed Eligibility: (blank- unless already
Passed or Failed)
Final Assessment Fina! Decision : Approved Final Declsion : Refused Final Decision : Withdrawn
Refusal Grounds: Finalize Application>Refusal Grounds NIA Yes NIA
Correspondence: Correspondence>Outgoing Ppt Request ltr = Generate Refusal Letter= Generate No letter generated - cannot automate
fetters that have to be picked from the
T:Drive
Ppt Request ltr = Sent Refusal Letter= Sent
Ppt Request ltr = Generate Refusal Letter= Generate
Counterfoil Finalize Application> Generate and set Print Queue NIA NIA
to Sent to Sent
Set Validity Date if change is required
A-2021-22415-000178
s.16(1 )(c)
Final Decision Logic - SP

Fin at Decision
Passed or Failed)
Final Assessment Final Decision : Approved Final Declslon : Refused Fina! Declslon : Withdrawn
Refusal Grounds: Finalize Applicatlon>Refusal Grounds N/A Yes N/A
Correspondence: Correspondence>Outgoing POE Intro Ltr = Generate Refusal Letter = Generate No letter generated - cannot automate
Study Permit= Authorized letters that have to be picked from the
T:Drive
POE Intro Ltr = Generate Refusal Letter= Sent
erigina! Ppt Request = Sent
PoE Intro Ltr = Generate Refusal Letter= Generate

:!,tudy Permit= Authorized
prigina! Ppt Request= Generate
Counterfoil Finalize Application> Document penerate and set Print Queue N/A N/A
Issuance
fet Va!fdity Date
!counterfoil = Generate
leTA= Authorized
Permit Finalize Application >Document Set Validity Date
lssuance>Type = Permit- SP
Things GCMS won't let us automate that you'll still have to do: If Received Via OtherNAC = set letter If Received Via OtherNAC = set letter Send wlthdrawal letter
to Sent to Sent
A-2021-22415-000179
Final Decision Logic - SP-EXT

Fina\ Decision
Eligibility& Findec Eligibility Assessment Eligibility: Passed Eligibility: Failed Eligibility: (blank - unless already
Passed or Fafled)
Final Assessment Final Dedslon : Approved Final Dedsion : Refused Fina! Decision : Withdrawn
Notes Notes tab Yes Yes
Refusal

Type based on Chinook: entry
Correspondence: Correspondence> Outgoing Study Permit= Generate Refusal Letter= Sent No letter generated - cannot automate
T:Drive
Study Permit = Generate Refusal Letter= Sent
Issuance
Set Validity Date
eTA = Authorized
Permit Finalize Application >Document Set Validity Date NIA N/A

Issuance>Type= Permit- SP
Things GCMS won't let us automate that you'll still have to do: Set Study Permit to Authorized N/A Send withdrawal letter
A-2021-22415-000180
s.16(1 )(c)
Final Decision Logic - WP

Decision
Eligibility & Findec Eligibility Assessment Ellgibility: Passed Ellglbility: Failed Eligibility: (blank - unless already
Passed or Failed)
Final Assessment Final Decision · Approved Final Decision Refused Fina! Decision · Withdrawn

Correspondence: Correspondence>Outgoing POE Introduction Ur= Generate Refusal Letter= Generate

POE Introduction Ltr = Generate Refusal Letter= Sent No letter generated - cannot
Work Permit= Authorized automate letters that have to be
Original Passport Request= Sent picked from the T:Drive
POE Introduction Ltr = Generate Refusal Letter= Generate

Work Permit = Authorized
Original Passport Request= Generate
Issuance
\ Set Validity Date
\counterfoil = Generate
\eTA = Authorized
Permit Finalize Application >Document 'setVa!idity Date NIA NIA

Issuance> Type= Permit- WP i
[User Remarks based on Chinook entry
A-2021-22415-000181
Things GCMS won't let us automate that you'll still have to do: If Received Via OtherNAC = set letter If Received Via OtherNAC = set letter Send wlthdrawal letter
to Sent to Sent
Final Decision Logic - WP-EXT

Hnd Cctision

Eligibility & Findec Eligibility Assessment Eligibility: Passed Eligibility: Failed Eligibility: (blank- unless already
Passed or Failed)
Final Assessment Final Decision : Approved Final Deds!on : Refused Fina! Deds!on : Withdrawn

Correspondence: Correspondence>Outgoing Work Permit= Generate Refusal Letter= Generate
Work Permit= Generate Refusal Letter= Sent No letter generated - cannot

automate letters that have to be
picked from the T:Drive
Work Permit = Generate Refusal Letter= Generate
Issuance
Set Validity Date
eTA = Authorized
Permit Finalize Application >Document Set Validity Date N/A N/A

Issuance> Type= Permit- WP-EXT
to Sent to Sent
A-2021-22415-000182
I .t...
T
A-2021-22415-000183
ANNEXC
Eligibility Logic
If Chinook THEN Chinook If Existing GCMS THEN Chinook Tab will set GCMS Eligibility to: THEN Error Message =
Final Eligibility will Eligibility=
Decision= be set to:
Approved Passed Blank Passed n/a

In Progress Passed n/a
Not Started Passed n/a
Recommend Interview Passed n/a
Recommend Passed Passed n/a
Review Required Passed n/a
Passed Will not overwrite existing Eligibility decision, but will n/a
Failed No actions will be completed. Will return Error to Officer "Application's Final Assessment cannot be
Refused Failed Blank Failed n/a
In Progress Failed n/a
Not Started Failed n/a
Recommend lnteiview Failed n/a
Recommend Passed Failed n/a
Review Required Failed n/a
Passed No actions will be completed. Will return Error to Officer "Application's Final Assessment cannot be
Not Met Failed
Failed Will not overwrite existing Eligibility decision, but will
Withdrawal Blank Blank Blank
In Progress Blank
Not Started Blank
Recommend Interview Blank
Recommend Passed Blank
Review Required Blank
Passed Will not overwrite existing Eligibility decision, but will
Failed No actions will be completed. Will return Error to Officer. "Eligibility is Failed"
A-2021-22415-000184
s.16(2)
CHINOOK
Welcome to the Chinook Module 5 Indicator Submission Template!
In order to submit a new set of indicators for inclusion in Chinook Module 5, you must complete
the attached submission template.
The submission will be reviewed by NHQ and if approved, added to the following Module 5
indicator database for use across IRCC.
How to Complete the Form
IRCC Office Name: Select from the dropdown to match Chinook Module 5 Source List.
Summary of Submission: Indicate here a brief summary of the submission, including how it was
encountered. This is your opportunity to explain why this indicator set should be included in
Module 5.
Source: Select from the dropdown to match Chinook Module 5 Source List.
Rule Origin: Select from the dropdown to match Chinook Module 5 Source List.
Rule Type: Select from the dropdown to match Chinook Module 5 Source List.
Criteria: Indicate the criteria/filters that will be used to identify the applications/clients which will
be filtered for in Chinook.
Ex. Client COB equals
Employer CONTAINS "Engineer"
DLI does NOT equal University of Ottawa
Please be precise and try to ensure your criteria do not capture too wide of a group. Ensure you
select criteria only from one module OR the other. You cannot combine criteria from Mod 1 and
Mod3.
You can use equals (==), does not equal (!=), or contains (-=)
Validity Period: 4 months is the default period for an indicator set to be included. Only provide
justification if anything other than 4 months is required.
Rule Logic: Provide a short explanation of the logic for rule inclusion in Chinook Module 5.
A-2021-22415-000185
s.16(2)
CHINOOK
Rule Instructions: Indicate here the information/instruction to be displayed to user if the

indicators are matched.
Examples:
Sample Application Numbers: Use this field to provide some sample application numbers which
should match the criteria you have provided that can be tested. If the sample application
numbers do not get flagged in Chinook, we will revert to you for additional information.
Other: Use this section to provide any other pertinent information which could not be included in
the above. For example, if you have suggestions for how to expand the source, origin or type
lists, include this information in this section.
How to submit the form: Once the form is complete, please save with the following naming
format:
Mod5 Submission - [Office Name] - [Submission Date 00.MM.YYYY] - [Sequence#] (if submitting
multiple submissions on the same day, the sequence # should increase
Ex. "Mod5 Submission - - 190211 - l"
The saved submission is to be sent to: IRCC.INRAO-AORRI.IRCC@cic.gc.ca
Distribution within IRCC permitted

A-2021-22415-000186
s.16(2)
IRCC Chinook Module 5 - Indicator Submission Template
Submission Date: 2021-06-23
CHINOOK
IRCC Office Name: Cho item.

Summary of Submission:
Source:
Rule Origin: a itE
Rule Type:
Criteria:
*A list of all possible filters that can be selected from is attached as Annex A.
Validity Period:
Justification:
Rule Logic:
Rule Instructions:
Sample Application Numbers:
Other:
Save as: Mods Submission - , · 23.06.2021 - #
Distribution within IRCC permitted

A-2021-22415-000187

16(1)(c), 16(2)

A-2021-22415-000188

Chinook User Guide

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I T.t...

TRV Journey Lab

Chinook 1. 5 & GCMS

1. Automate Final Decision Administrative tasks: .................................................................................. 3

3. Automate Biometrics Administrative tasks: ....................................................................................... 4

4. Complete Actions without Finalizing an Application: ......................................................................... 4

Chinook 1.5 .................................................................................................................................................... 5

1. File Assignment .................................................................................................................................. 5

2. Viewing Application Information ....................................................................................................... 9

3. Final Decisions And Other Actions ................................................................................................... 11

1. Final Decisions: APPROVALS ........................................................................................................... 11

2. Final Decisions: REFUSALS .............................................................................................................. 12

4. OTHER ACTIONS ............................................................................................................................ 14

5. TAKING ACTIONS ON MULTIPLE APPLICATIONS ............................................................................... 17

6. CHANGING YOUR DECISION ......................................................................................................... 19

4. Exporting to GCMS ........................................................................................................................... 20

GCM5 Chinook Tab ....................................................................................................................................... 25

Quick basics about the Chinook Tab: ....................................................................................................... 25

Chinook 1.5 Module 3 at a Glance

This "iterative" approach means that while initial releases

1. Automate Final Decision Administrative tasks:

• Final Decision entry

• Generating counterfoils and permit documents

3. Automate Info-Sharing Administrative tasks:

4. Complete Actions without Finalizing an Application:

1. Chinook at a Glance and Setup

Contains all applications that have Actions

2. Searching for a File or Files

1. Assign applications to themselves,

Applications assigned to a User can be viewed under ti

a. Tick the file(s) you want to assign

c. The default selection is Me.

4. Viewing Application Information

5. Final Decisions And Other Actions

1. Final Decisions: APPROVALS

1) After selecting or viewing a file, click the Approved button.

Counterfoil Print Queue:

Select your Office from the Office dropdown menu

(NOTE: If any of these fields are not entered in Chinook, 1

Permit Details (For SP, WP, SP-EXT and WP-EXT only)

1ct as a type of Notepad where users can enter information useful

3) Save your decision.

2. Final Decisions: REFUSALS

3) Refusal Letter Intros:

4) Select applicable Refusal Grounds using the Yes/No toggle buttons:

5) Click Save and Close to complete the Refusal on the application.

PLEASE NOTE THE FOLLOWING REGARDING REFUSAL ACTIONS:

either because additional details were not added to the

3. FINAL DECISION: WITHDRAWALS

2. Enter Application Notes.

3. Click Save and Close.

o Biometrics (Assessed or Review Required)

will be automated in GCMS.

NOTE: Request Authorization for Minor to Travel,

To export your action list:

Biometrics actions can be taken in Chinook with or without Approving or Refusing,

Biometrics information can be viewed by hovering over the column in the

a. From any View, selct an application with the check box.

T/\v.lNG /\CTIONS Oi~ MUI.TPLE APPLICi\TIONS

Chinook 1.5 includes functionality to take actions on applications

NOTE: you must intend all of the underlying actions

You have to select all the files from your

All the files selected must be in the same

3) Click the Approver/Refused,Withdrawn/Other on the top menu.