Licenses and Statutory Requirements

This page displays all Licenses and Statutory Requirements within the organisation which creates legal issues if no initiative is taken to fulfil them (e.g. renewing staff insurance, updating shareholders/funding agencies, etc.). The Administrator can add, modify and remove these according to organisational requirements.

The Assessee can select any of the items added here to the assessment record during the Setup Phase.

STEP 1: Go to Administration > Individual Planning Admin > Management > Licenses and Statutory Requirements.

STEP 2: Enter the requisite information as described below.

Field	Description/Instructions	Mandatory/Optional
Title	A title of the requirement	Mandatory
Description	A short description of the requirement	Mandatory

STEP 3: Add the new requirement by clicking 'Add'.

Last revised: November 26, 2017