Licenses on the Background Tab

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Licenses on the Background Tab

You can add a license to an individual record either by selecting it as a skillset or adding the license information to the BACKGROUND tab.

 

To add license information on the BACKGROUND tab, follow the steps below.

 

1.Open the individual record and select the BACKGROUND tab.
2.Right click over the top pane and select New from the Right click menu.
3.In the License screen, select a license Category, Classification, Year, Status, and State from the appropriate drop down fields.
3.1.The items available in these drop-down lists are determined by your administrator.
4.Enter a License Number.
5.Enter the license Expiration Date by typing directly into the field or select the large arrow to open a calendar.
6.If the person is an Industry Expert, select the "Yes" radio button and enter any details into the Explain box.
7.If the person is an Association Member, select the "Yes" radio button and enter any details into the Explain box.
8.If the person has been Published, select the "Yes" radio button and enter any details into the Explain box.

 

You have several options when saving this license.

1.To save your work in process, click the "Save" button.  Click the "Edit" button to continue adding information.
2.To save the license and go back to the Background tab, click the "Save and Close" button.
3.To save the license and start a new license entry, click the "Save and New" button.
4.To cancel this license  and go back to the Background tab, click the "Cancel" button

 

To edit license information:

 

1.In the License pane, double-click the license you wish to edit.
1.1.Alternatively, highlight the license entry, then select Open License from the Right click menu.
2.In the License screen, click the "Edit" button.
3.Select the information you wish to edit and update it.
4.Click the "Save and Close" button.

 

More Information

Create a Skillset Category

Create a Skillset Child Item