Managing Licenses for an Agency

Agencies can manage the licenses in the system on the Licenses list page displayed using the Redwood Experience interface. When a license application is approved, a license record is created. The business license is distinct from the origination activity and other license activities, and from the business parent or entity that holds the license.

Use the Licenses list page to view summary information about licenses and access the detail pages for individual licenses. This topic provides information about managing licenses, including these actions:

• Click the Apply button to start a new license application.

  For more information on applying for a business license, see Choosing an Application Type.

• Drill down on each license to view more license information.

• Peform actions on a license, such as amending or renewing the license.

Only the primary contact and contact who have full access to an application or have access to view the application, pay fees, and print license can view the license details. Contacts also see the licenses for applications they applied for themselves. See Working with Application Contacts and Setting Up Contact Types.

One way that agency staff can access the Licenses page is by clicking the Licenses tile on the Agency Springboard. You can access the list page on a phone as well as on a laptop or desktop computer. The layout changes based on the device you are using.

Registered User View of Business Licenses

Registered public users can access a list of their own active business licenses. The list includes the same information as the agency-facing list of licenses.

To access the list, a registered user clicks the Licenses tile on the registered user landing page.

Managing Licenses

Here's how to manage licenses from the Licenses list page:

1. Select the Licenses tile on the agency springboard.

2. On the Licenses list page, review the following license information:

   Page Element	Description
   License ID	Displays the license ID, application type, Active if the license is active, and information about the expiration date. If the license is about to expire, the expiration information additionally includes a warning icon and the number of days remaining until the expiration date.
   License Type	Displays the type of license. For example, a license for a restaurant, chauffeur, contractor, and so on.
   Status	Displays the status of the license, such as Active if the license is active.
   Conditions
   Effective Date and Expiration Date	Displays the period for which the license was issued, including the effective date and the expiration date for the license. These dates are updated for renewals.
   Doing Business As (also known as DBA name)	Displays the name that the licensed business uses to operate publicly that is different from its legal name.
   Address	Displays the address for the licensed location. This can be different from the address of the business itself. If the application indicates that the location is outside of the agency’s jurisdiction, the address of business is displayed instead of the specific location.
   Description	Displays the description from the origination application, or from the renewal or amendment if the license is renewed or amended. Applicants optionally enter a description during the application process. Agency staff can add or update descriptions on the Activity Summary page of the origination, renewal, or amendment transaction.
   Subclassification	Displays the subclassification for the license, if applicable, such as for contractor registration.
   Total Fees (USD) and Balance (USD)	Displays the total fees and remaining balance for the business license in US dollars, including the license origination, renewal, and amendment transactions. When all fees are paid, you’ll see Fees Paid next to the amount.

3. Click the three-dot Actions menu and select the appropriate action.

   Action	Description
   View Details	Select to access the detail pages for the license. You can also click the license row in the list to access the details for a business license. For more information, see Viewing the Business License.
   View Certificate	Select to view the business license certicate. Your agency sets up the certificate report.
   Amend	Select to start the process for amending an active business license. This action isn't available if the license already has a renewal or amendment in progress. The agency must also configure the business license type to allow amendments.
   Inactivate	Select to start the process for inactivating the license. You must have permissions set up to inactivate licenses.
   Renew	Select to start the process for renewing an active business license. This action is available for licenses that are about to expire (as defined in the expiration rules) unless the license already has a renewal or an amendment in progress.

   For more information about amending or renewing licenses, see Applying for a Business License Renewal or Applying for a Business License Amendment, respectively.

   Note:

   You can't renew or amend the license if it has a condition applied on the license with the rule to Prevent Application Progress for license renewal or amendment. When you click the Amend or Renew button, a message appears that there are conditions applied. If you click Cancel, the message window closes without any action. If you click OK, the amendment or renewal application form opens for the user to fill in the details. When you click Submit, the form is saved with a Pending status because of the applied conditions. You can return to the form and resubmit after the conditions are resolved. For details about business license conditions, see Applying Conditions to Licenses.