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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 from the 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 radio button and enter any details into the Explain box. |
| 7. | If the person is an Association Member, select the radio button and enter any details into the Explain box. |
| 8. | If the person has been Published, select the 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 button. Click the button to continue adding information. |
| 2. | To save the license and go back to the Backgroundtab, click the " button. |
| 3. | To save the license and start a new license entry, click the button. |
| 4. | To cancel this license and go back to the Backgroundtab, click the 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 from the menu. |
| 2. | In the License screen, click the button. |
| 3. | Select the information you wish to edit and update it. |
More Information
Create a Skillset Category
Create a Skillset Child Item
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