Adding, Editing, and Deleting Licenses

This article covers the steps to creating and editing your licenses. To skip ahead:

• Adding Licenses
• Editing Licenses
• Deleting Licenses

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

[Add image]

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:

1. Click on the ellipses () icon next to a license.
2. Click "Edit".
3. Update the field(s) which you'd like to change.
4. 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:

1. Click on the ellipses () icon next to a license.
2. 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.