This article covers the steps to creating and editing your licenses. To skip ahead:
Adding Licenses
Simplifya gives you two ways to add your licenses, badges and certifications to Simplifya. They are:
- Using the "+ Add" button from the main License Tracker page
- Bulk importing licenses from a CSV file
Adding a license from License Tracker
Once on the License Tracker page, click the "+ Add" to add a new type of license. After selecting your license category ("State License", "Badge", etc.), here are the fields to fill out for your new license:
- Location: The Simplifya location which the license belongs to.
- License Name: The license identifier or descriptor.
- License Number: The identifying number issued for a license, badge, or certification.
- Expiration Date: The date on which a license will expire.
- License Status: Select one of your custom statuses to a license (see: Managing Custom Statuses). This is optional.
- Licensing Authority: The governing body that has issued a license. This is optional.
- Renewal Reminders: The number of days before the "Expiration Date" to receive email reminders about this license (see: Setting Renewal Reminders). This is optional.
- Send Reminders To: The users or email addresses whom license reminders will be sent to. This is optional.
- Company: A brand or entity who is the holder or license owner. This is optional.
- Note: Details or description about a license or license activity. This is optional.
- Add Documents: Attach any documents relevant to the license. This is optional.
After answering all questions on an audit and clicking the "Complete Audit" button, you'll see a modal asking whether you'd like save that audit as a template.
Bulk importing licenses
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Once on the License Tracker page, click the ellipses () icon at the top of the page and select "Import Licenses". For additional details on importing licenses, see: Importing Licenses into License Tracker.
Editing Licenses
Editing the license data allows you to change any of the properties around a license (like "License Number", "Renewal Reminders", etc.). To edit the data for a license:
- Click on the ellipses () icon next to a license.
- Click "Edit".
- Update the field(s) which you'd like to change.
- Click "Update License".
Use the "Edit Status" option to quickly change the status of a license. Additionally, use the "Add Document" or "Edit Document" options to quickly view files attached to a license. |
Deleting Licenses
To delete a license:
- Click on the ellipses () icon next to a license.
- Click "Delete".
Deleting a license cannot be reversed.
Permissions
The following permissions apply:
- Administrators: Can create and access all licenses at all locations.
- Consultants: Can create and access all licenses at all locations.
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