APE
APE Portal Secure staff access

New Client

Create client profile

Create a client with the information you already have. Complete passport, address, education and other application details before the case is submitted.

Quick client record

A preferred name, one contact method, counselor and source are required

Optional Information

Can be completed now or later in each tab
Profile photo and passport

Only upload the client profile photo and passport scan here. Application documents should be uploaded later in the Documents tab or inside the relevant application record.

Education History Items

Add one item for each education background, usually from high school onward. Mark the latest in-progress record as current study when applicable.

Education Item 1
Current Visa

Fill this only if the client currently holds a visa. If completed, this will create a Current Visa status record for quick visibility; it will not create an APE Visa Application case.

Language Tests

Optional quick capture for IELTS/PTE/TOEFL/GRE/GMAT or other test results. Do not store test account passwords.

Internal Notes
Emergency / Secondary Contacts
Work Experience

Optional quick capture for migration, visa, career-related planning, or study gaps.

Work Experience 1
Visa & Risk History

Optional quick capture for future visa, migration, and risk assessment. Detailed requirements can be revisited in Planning or Visa Applications.

Referees / Recommenders

Optional quick capture for research references, professional checks, employer references, or character references.

Referee / Recommender 1

Client Record

Add record

Duplicate Check

Possible existing client

Review the possible matches below. This warning does not merge records or prevent an authorised new record.

Remove Record

Delete record

The record will be hidden from normal work but retained for administrator recovery.

Administrator Recovery

Restore deleted record

Study Application

Record action

Administrator Action

Delete Study Application

The application will disappear from operational screens. Its timeline, deletion reason, administrator and deletion time remain in Audit, and an administrator can restore it from Settings > Deleted Records.

Final Confirmation

Confirm Application Deletion

This application will be removed from operational screens. Its history remains in Audit and an administrator can restore it from Settings > Deleted Records.

Client Record

Archive Client

The client will leave active lists, but all applications, documents, Timeline and Audit history will be retained.

Account

Log out?

Your current Portal session will end. Unsaved form changes will be lost.