The licensee tab allows you to search for a licensee by profession, status and/or keyword. You can also add a new licensee and edit a licensee’s profile. You have the ability to print address labels. To view a licensee’s profile, click on the person’s name. To log into a licensee’s dashboard, click the icon next to the person’s name.
Clicking on ‘Toggle Details’ gives you easy access to a licensees information such as licensee supervisors and supervisees, CEHs that are in the system for a specific licensee, fees and documents.
Adding a Licensee
- Click 'New'
- Enter licensee information
- Click 'Add'
Editing a Licensee
- Select the radio button for the licensee who you would like to edit
- Click 'Edit'
- Edit licensee information
- Click 'Save'
Deleting a Licensee
- Select the radio button for the licensee who you would like to edit
- Click the trash can icon
Signing into a Licensee’s Profile
- Click the profile icon to the right of the licensee’s name
- If no icon appears, click the licensee’s name, then under ‘Online Access,’ click the button next to ‘Set Active (enable online access),’ then click ‘Save’ and the icon will now appear by the name
Viewing Additional Details
- Click the ‘Toggle Details’ button to see information for Works, Exams, Educations, Supervisors, Supervisees, CEH, Discipline, Fees and Documents for each licensee
- Clicking the buttons under these headings will show you the file or information specific to that section, if it exists
Adding Additional Details (Information/Documentation)
- Click the button in the column that corresponds to the licensee and the information you want to add
- Click ‘New’
- Add the information and/or files
- Click ‘Add’
Editing Additional Details (Information/Documentation)
- Click the button in the column that corresponds to the licensee and the information you want to edit
- Click the radio button next to the information you want to edit
- Click ‘Edit’
- Add the updated information and/or files
- Click ‘Save’
Deleting Additional Details (Information/Documentation)
- Click the button in the column that corresponds to the licensee and the information you want to delete
- Click the radio button next to the information you want to delete
- Click the trash can icon