Working with Contractor Licenses

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

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

Access the Contractors list page. One way to do that is to select the Contractors tile on the Agency Springboard.

Let's take a look at the summary information and actions you can take on the Cntractors list page as displayed in the Redwood Experience interface:

You can review this information for each contractor:

Page Element	Description
Business Name	Displays the name of the contractor business.
Owner Name	Displays the owner name.
License Number	Displays the contractor license number.
License Status	Displays the contractor license status. For example, Active.
Conditions	Indicates that at least one condition is applied to the contractor license. The condition link displays the most severe condition. Click the link to see a list of all applicable conditions on the Condition summary drawer, including the condition name, severity, description, when the condition was applied and more. 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. A Notice condition shows there's an issue but no restrictions. For more information, see Applying Conditions to Contractor Licenses.
License Type	Displays the license type. For example, electrical contractor, plumbing contractor, general contractor, and so on. The agency sets up contractor license types on the Contractor License Options page. For more information, see Setting Up Contractor License Options.
Issue Date and Expire Date	Displays the license issue date (or reissue date, if one exists), and the license expiration date.
Address, City, State, and Postal Code	Displays the address fields 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 the 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 indicator 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.

Use the three-dot Actions menu for each contractor row to perform these actions:

Action	Description
View Details	Select this action to access the contractor license detail pages, where you can update the contractor information, including contractor approval. You can also select the row of the contractor license to access the license detail pages.
Refresh	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.