Trackable Licenses

Keep license information for employees on file.



Jump To:

Adding a Trackable License
Viewing a Trackable License
Editing a Trackable License


Adding a Trackable License

To add in an employee's trackable license, head to their employee profile by going to Operation > Employee > View Employee.
 

After locating the employee, click on the + sign to the left of their name and then the View Employee Dashboard button.


Within the employee's profile, scroll down to the tabs at the bottom of the screen and click on the Trackable Licenses tab. Then, click on the + sign to add in a new trackable license.

Fill out the information about the license, including uploading an image of it using the Click or Drop files to upload field. Click the Save button to add the trackable license.

The following file types are supported: .pdf, .doc, .docx, .dot, .odt, .jpg, .png, .gif, .xls, .xlsx. 

The maximum file size is 20 MB.




You may be asked to enter different information licenses depending on the license you are adding.


Viewing a Trackable License

To view a trackable license, head to the employee's profile by going to Operation > Employee > View Employee.
 

After locating the employee, click on the + sign to the left of their name and then the View Employee Dashboard button.


Within the employee's profile, scroll down to the tabs at the bottom of the screen and click on the Trackable Licenses tab. 



To the right, under the Attachment heading, a link should appear that can be clicked on to view the file/image of the license that was added.


When viewing a license, the option to download or print will be available.


Editing a Trackable License

To edit a trackable license, head to the employee's profile by going to Operation > Employee > View Employee.
 

After locating the employee, click on the + sign to the left of their name and then the View Employee Dashboard button.


Within the employee's profile, scroll down to the tabs at the bottom of the screen and click on the Trackable Licenses tab. 

Next, click on the + sign to the left of the license to be edited. Then, the Edit Trackable License button. 


On the next screen that appears, edit the information and then click Save.

If an employee filled out the registration URL, any licenses they added while doing so will appear under the Trackable Licenses tab.

No real employee information was used.