Overview

This KB reviews O-1 templates and the process of setting up a template in the Scholar Admin. Maintain consistency and reduce double data entry when processing cases by creating templates to be used during the O-1 petition process. ISSS Admins are now able to define institutional data (Organization Mailing Address, Federal Employer ID, Fee Exemption Info, etc) within these templates.

• Getting Started
• Creating a New Template
• Full Template
• I-129 Supplements Template
• Processing Template
• Editing a Template

Getting Started

Navigate to the Templates by going to Scholar Admin > Configuration > Templates > O-1 Templates. When you land on the O-1 Templates page, you will be presented with any existing templates.

Creating a New Template

To create a new template, scroll down to the + button in the lower right corner of the page.

Clicking on the + button will present three template options: O-1 I-129 Supplements, Processing, and Full Template. 

O-1 Full Template

ISSS Admins can set up templates that contain information pertaining to the O-1 Information, O-1 I-129 Supplement, and Processing tabs. To begin, select Full Template.  Give the template a name and provide a description.  If existing full templates already exist, they can be used to build new templates by clicking the "Create template from existing one" button in the upper right corner.

Next, there are three sections that can be completed for the template: O-1 Information, O-1 I-129 Information, and Processing. The available fields per section are listed below:

O-1 Information

• Petitioner Information 
  • Federal Employer Identification Number (FEIN)
  • Individual IRS Tax Number
  • U.S. SSN, if applicable
  • Mailing Address of Organization 
    • In Care of Name
    • Street Number and Name
    • Apt/Ste/Floor
    • Apt/Ste/Floor Number
    • City
    • State
    • Zip Code
    • Province
    • Postal Code
    • Country 
  •  Contact Information 
    • Daytime Phone
    • Mobile Phone
    • Email 
• Information about the Petition 
  • Requested Nonimmigrant Classification 
  • Basis for Classification: Select One
  • Requested Action: Select one
  • Total Number of workers included in this petition
• Basic Information about Proposed Employment/Employer 
  • Position Title 
  • LCA or ETA Case #
  • Work address if different than organiation address
    • Street
    • Apt/STE/Floor
    • Apt/Ste/Floor Number
    • City
    • State
    • Zip Code 
  • Do you want to have this request processed using Premium Processing?
  • Did you include an itinerary with the petition?
  • Will the beneficiary work for office at another company or location?
  • Will the beneficiary work exclusively in the CNMI?
  • Is this a full-time position?
  • Wages 
    • Dollar Amount
    • Per (unit of time)
    • Other Compensation 
  • Dates of Intended Employment 
    •  From
    • To
    • Type of Business
    • Year Established
    • Current Number of Employees in the U.S.
    • Gross Annual Income
    • Net Annual Income

O-1 I-129 Supplements

• Classification Supplement 
  • Name of the Petitioner
  • Name of the Beneficiary or if this petition includes multiples beneficiaries, the total number of beneficiaries included 
  • Classification sought
  • Explain the nature of the event
  • Describe the duties to be performed
  • If filing for an O-2 or P support classification, list dates of the beneficiary's prior work experience uner the princple O-1 or P alien.
  • Does any beneficiary in this petition have ownership interest in the petitioning organization?
  • Does an appropriate labor organization exist for the petition?
  • Is the required consultation or written advisory opinion being submitted with this petition?
  • Extraordinary Ability 
    •  Name of the Recognized Peer/Peer Group or Labor Organization
    • Physical Address Street Number & Name
    • Apt/Ste/Floor
    • Apt/Ste/Floor Number
    • City or Town
    • State
    • Zip Code
    • Date Sent
    • Daytime Telephone Number
  • Extraordinary achievement in motion pictures or television 
    • Name of Labor Organization
    • Complete Address Street Number and Name
    • Apt/Ste/Floor
    • Apt/Ste/Floor Number
    • City or Town
    • State
    • Zip Code
    • Date Sent
    • Daytime Telephone Number
    • Name of Management Organization
    • Physical Address Street Number and Name
    • Apt/Ste/Floor
    • Apt/Ste/Floor Number
    • City or Town
    • State
    • Zip Code
    • Date Sent
    • Daytime Telephone Number 
  • P alien 
    • Name of Labor Organization
    • Complete Street Number and Name
    • Apt/Ste/Floor
    • Apt/Ste/Floor Number
    • City or Town
    • State
    • Zip Code
    • Date Sent
    • Daytime Telephone Number
• Statement by the Petitioner 
  • Petitioner Family Name
  • Petitioner Given Name
  • Petitioner Middle Name
  • Date Signature
  • Daytime Telephone Number
  • Email Address (if any)

Processing

• Notification Office
  • Consulate/Pre-Flight Inspection/Port of Entry
  • Office address: City
  • Office address: U.S. State or Foreign Country
  • Does Beneficiary have a valid passport?
    
  • Are you filing any other petitions with this one?
    
  • Filing and replacement/initial I-94 applications with this petition?
    
  • Are you filing applications for dependents with this petition?
    
  • Is any beneficiary in this petition in removal proceedings?
    
  • Have you ever filed an immigrant petition for any beneficiary in this petition?
    
  • Did you indicate that you were filing a new petition?
    
  • Have you ever previously filed a nonimmigrant petition for this beneficiary?
    
  • If you are filing for an entertainment group, has the beneficiary not been with the group for at least one year?
    
  • Has the beneficiary ever been a J-1 exchange visitor or J-2 dependent of a J-1 exchange visitor?
    
• Is an export controls license required?

Once the information is complete, click the Submit button in the bottom left corner of the page to save the template.

O-1 I-129 Supplements Template

ISSS Admins can set up templates that contain information pertaining to the supplement information for the O-1 I-129 form. To begin, give the template a name and description.

Next, there are two sections that can be completed for the template, Classification Supplement, and Statement by the Petitioner: 

• Name of the Petitioner
• Classification Sought
• Explain the nature of the event
• Describe the duties to be performed
• If filing for an O-2 or P support classification, list dates of the beneficiary’s prior work experience under the principle O-1 or P alien. 
• Does any beneficiary in this petition have ownership interest in the petitioning organization?
• Does an appropriate labor organization exist for the petition?
• Is the required consultation or written advisory opinion being submitted with this petition?
• Extraordinary Ability
• Name of Recognized Peer/Peer Group or Labor Organization
• Physical Address Street Number & Name
• Apt/Ste/Floor
• Apt/Ste/Floor Number
• City or Town
• State
• Zip Code
• Date Sent
• Daytime Telephone Number
• Extraordinary Achievement in Motion Pictures or Television
• Name of Recognized Peer/Peer Group or Labor Organization
• Physical Address Street Number & Name
• Apt/Ste/Floor
• Apt/Ste/Floor Number
• City or Town
• State
• Zip Code
• Date Sent
• Daytime Telephone Number
• Name of Management Organization
• Name of Recognized Peer/Peer Group or Labor Organization
• Physical Address Street Number & Name
• Apt/Ste/Floor
• Apt/Ste/Floor Number
• City or Town
• State
• Zip Code
• Date Sent
• Daytime Telephone Number
• P Alien
• Name of Recognized Peer/Peer Group or Labor Organization
• Physical Address Street Number & Name
• Apt/Ste/Floor
• Apt/Ste/Floor Number
• City or Town
• State
• Zip Code
• Date Sent
• Daytime Telephone Number

• Petitioner Family Name
• Petitioner Given Name
• Petitioner Middle Name
• Date of Signature
• Daytime Telephone Number
• Email Address (if any) 

Once the information is complete, click the Submit button in the bottom left ocrner of the page to save the template.

Processing Template

ISSS Admins can set up templates that contain information pertaining to the Processing Tab of the O-1 Profile. To begin, give the template a name and description.

Within the template, you can complete any of the information that is found below:

• Notification Office
• Consulate/Pre-Flight Inspection/Port of Entry
• Office address: City
• Office address: U.S. State or Foreign Country
• Does Beneficiary have a valid passport?
• Are you filing any other petitions with this one?
• Filing and replacement/initial I-94 applications with this petition?
• Are you filing applications for dependents with this petition?
• Is any beneficiary in this petition in removal proceedings?
• Have you ever filed an immigrant petition for any beneficiary in this petition?
• Did you indicate that you were filing a new petition?
• Have you ever previously filed a nonimmigrant petition for this beneficiary?
• If you are filing for an entertainment group, has the beneficiary not been with the group for at least one year?
• Has the beneficiary ever been a J-1 exchange visitor or J-2 dependent of a J-1 exchange visitor?
• Is an export controls license required?

Once the information is complete, click the Submit button in the bottom left ocrner of the page to save the template.

Editing a Template

To edit a template, click on the pencil icon located within the Actions column of the Template list.  This will direct you to the page identical to when creating the template. After updating any of the information, click the Submit button to save the changes. 

To delete a template, click on the trash can icon located within the Actions column of the Template list. You will be prompted to confirm that you want to delete the template.