Working with Credentials

Agencies can collect credential information associated with a business license from the origination, amendment, or renewal application intake form. The credential, which is an official document such as a food service certificate for a restaurant or a bond, license, or permit, becomes part of the details stored with the business license.

Agency staff, applicants, business owners, and contacts with application access can view credential information on the Credentials page in the application and license details in the Redwood Experience interface. Only agency staff with permissions can manage the credential information.

Note:

Your agency can also automatically apply conditions to business licenses when credentials associated with the business license expire. For more information, see Setting Up Credential Conditions.

To access the Credentials page in the license activity, you can go to the License Applications page. One way to do that is to select the Business License Transactions tile on the Agency Springboard. On the License Applications list page, click the row for the selected business license application or consultation to open the license activity details. Expand the Application section in the left pane navigation.

On the Credentials page, view the credentials and attributes that were entered in the application form. Only agency staff with permissions can update the credential information.

The credential attributes and labels are set up by the agency. Depending on your permissions, you can update the credential details like this:

1. Click the credential name link.

2. On the Credential details drawer, you can update this information:

   Page Element	Description
   Exempt and Exemption Reason	Turn on the switch to indicate that this license activity is exempt from the credential requirement. Provide an exemption reason if the credential is exempt. If the exemption attributes for a credential are configured, applicants who indicate that they are exempt from a credential on the business license application form don't need to provide any other information for the credential that the agency requires.
   Qualifier Name	The name of the qualifying individual on the credential.
   Business Name	The business name.
   Description	The description.
   Certificate or License Number	The certificate or license number for the credential.
   Amount and Currency	The amount and currency of the credential.
   Start Date and Expiration Date	The date when the credential is effective and the ending date or expiration date.

3. Provide credential documentation as attachments in the Attachments section on the drawer.

   For more information about adding and managing attachments, see Working with Application Attachments.