License Management
Licenses and Fees
License Dashboard
The License Dashboard tracks all issued licenses and allows users to search for specific licenses. To add licenses, open the information window for the associated entity.
License Search
1. To search for a license, click the License Search button in the sub-menu.
2. Enter in the desired search parameters. Click Search.
Add License Types
1. To add a new license type, click the Add Type button within the side menu.
2. Enter the license information.
3. Click Add.
4. To assign fees to the license type, click the blue Assign Fees button in the row of the new licenses in the table.
5. Select the fee to assign to the license from the drop-down menu. New fees can be added under the Fees tab.
6. Edit other fee information as necessary. Click Assign Fee.
7. Under the Assigned Fees table, click the red X at the end of a fee’s row to unassign the fee from the license.
8. Click on a license’s row in the table to edit or click on the red X at the end of the license’s row to delete.
Fees
1. To add a fee, click the Add Fee button within the side menu.
2. Enter the fee name and information.
3. Click Add.
Fee Formulas
Fees can use data as part of the calculation. For the data to function properly in the formula:
- Entity data must be enclosed in brackets.
- Entity data must be named exactly as it appears on the entity.
- Formulas are case sensitive.
For example, to create a fee of $2 for every square foot of a property where the entity field for square feet is named “Sq Feet”. The formula would be:
2*[Sq Feet]
License Management Tutorials