License & Statutory screen lists organisational requirements which can be added to the assessment record.
STEP 1: Click the 'License & Statutory' tab.
The License & Statutory Requirements panel on the right hand side of the page (these are setup by the Administrator) displays the list of organisational requirements.
STEP 2: Select a requirement from the list and drag it into the table on the left hand side of the page to link to the assessment. The system adds the requirement to the License & Statutory list and updates the License & Statutory Requirements panel to display 'Add All' button. Click 'Add All' to link all the records.
Click 'Delete' alongside an item in the list to remove it from the assessment record.
STEP 3: Specify the Expiry Date.
STEP 4: After the License & Statutory requirements are added to the assessment record, click 'Save' to update.
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If the Assessment is closed without saving, all unsaved information entered would be lost so make sure you SAVE often. |
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Last revised: November 26, 2017