License Tracker: Getting Started

The License Tracker module is where you can manage and track all of the licenses pertaining to your business. 

License Tracker Tabs 

When you first come to the License Tracker, you'll land on the "State Licenses" tab, one of the four default categories of licenses you can track:

1. State Licenses: The state-granted business licenses held at your facilities. State Licenses are used during the auditing process to deliver you relevant questions.
2. Badges: Badges represent employee licenses you'd like to track at your locations.
3. Certifications: Certifications represent equipment and employee training (e.g. Servsafe, etc.) you'd like to track at your locations.
4. Other: Items which don't fall into the previous three categories can be added to this category.

Since your audit content is determined by the state licenses on your account, there's an additional (mandatory) field for state licenses ("License Type"). The options in this field are managed by Simplifya.

Actions You Can Take on This Screen

• Click the + Add button to add a new license.
• Once a license has been added, click on it on the License Tracker table to view its details. Once clicked, a pane will slide-in from the right to view additional details about your license.
• Use the search fields and filters at the top of the page to easily find a license.
• Click the ellipses () icon on a license to:
  • Edit: Edit the information for a license
  • Upload File: Add any relevant documents to your license. Once you've added a document, this is also where you can view any previously uploaded documents for this license.
• Click the ellipses () icon at the top of the page to:
  • Import Licenses: using a CSV file, upload all your license info into License Tracker
  • Export License Data: Export all your license info to a CSV or Excel file
  • Manage Categories: Create your own license categories in addition to (or in place of) the 4 default license categories)
  • Manage Statuses: Add/edit your own custom statuses for your licenses
  • Reminder Settings:  that apply to all of your licenses
  • Manage License Fields: Add/edit your own custom license field to track in License Tracker