Working with Contractor Licenses

Agency staff use the main contractor license page to view a list of records and summary information about each contractor license.

From here, you can manually create a license record. You can also take various actions for each contractor license, such as accessing license details, and validating or deleting the license record.

Depending on your agency's implementation, the grid on the contractors list page appears in a condensed format, where several fields appear in a column, or an expanded format, where one field appears in each column.

Here's an overview of the summary information and actions you can take on the contractors list page as displayed in the condensed format:

1. Select Contractor > Contractors.

2. Review the following summary information:

   Page Element	Description
   	Indicates that at least one condition is applied to the contractor license. The icon displays the most severe condition. Click the icon to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied. A Lock condition enforces all rules to restrict permit and planning application activity associated with a license. A Hold condition indicates that one or more rules apply. And the Notice condition shows there's an issue but no restrictions. For more information, see Applying Conditions to Contractor Licenses.
   License	Displays the contractor license number and its status.
   License Type	Displays the license type. The agency sets up contractor license types on the Contractor License Options page.
   Dates	Displays the license issue date (or reissue date, if one exists), and the license expiration date.
   Contractor	Displays the name of the contractor business and owner name.
   Address	Displays the address of the contractor business.
   Phone	Displays the phone number of the contractor business.
   Email	Displays the email address of the contractor business.
   Last Refreshed	Displays the date that license information was most recently synchronized with the external licensing body’s record. This field is relevant only if integration is active.
   Used in Application	Displays Yes or No to indicate whether this contractor is associated with any permit or planning applications. When a record is created in the main contractor pages, the initial value is No. The value is Yes if an application referencing this license has been submitted.
   Contractor Approved	Displays Yes or No to indicate whether this contractor license is approved by the agency and available for use with an application. You can’t select a contractor license or submit an application when a license is not approved in the contractor records. If the agency changes a license to not approved after an application was submitted, an icon on the license in the application details indicates that the license is not approved. This option doesn’t affect the license status. For example, you can change an active license to not approved for business purposes.

3. Click the column to sort by the fields in each column. When the grid is in the condensed format, you can click the Contractor column to sort by Business Name or Owner Name.

   In the expanded format, Business and Owner are separate columns. In the expanded format, you can personalize the grid display in addition to sorting by column. For information about condensed and expanded grid formats and common grid controls, see Using Grids and Personalizing Grid Displays.

4. Use the three-dot Actions menu to perform these actions:

   Action	Description
   Validate	Select to retrieve and save updated license information from an external licensing body. This action is available only when integration with the licensing body is enabled.
   Delete	Select this action to delete the contractor record. This action is available only to system administrators and only when the contractor record hasn’t been used in any applications, as indicated by the value in the Used in Application field.

5. Select the row of the contractor license to access the detail pages, where you can update the contractor information, including contractor approval.