Add a License

A license is issued by an authority to give permission to carry on a trade, use something, or allow an activity to take place. Licenses, such as business licenses, professional or apprenticeship licenses, state and local permits, etc., can be added to a case. Depending on how the administrator has configured the template, certain licenses might already be on the case. They are listed on the left-hand side of the panel. You can switch between multiple licenses by selecting the one you want to view, or by using the arrows at the bottom of the panel. You can also add licenses if needed.

  1. To add a license to the case, click Lookup License Codes next to the Code field. This opens a selection window.

  1. Select the check box next to the license(s) you wish to add.
  2. Click Submit.

The Description field is automatically populated when a Code is selected, but it can be edited if needed.

  1. Enter any Comments.

The Fee and ID fields are automatically populated according to the code’s configuration. See Add a Sub License in PLL Admin for 15.8 Guide for more information.

  1. Use the calendar icon or double-click in the field to enter the Date Approved.

NOTE: If you are adding licenses from the summary page, you need to click Save to add the licenses to the case.

See License Panel Fields for an explanation of the License panel fields.