Trade License InfoViewer tabs

This table describes the tabs of the Trade License InfoViewer:

Tab Description
Summary Optional tab that shows summary information about the current trade license. Whether this tab is available depends on your agency's configuration.

If this tab is enabled for your agency, you can use My Infor Preferences to indicate whether you want to show it, and to configure the information that is displayed.

License Description Shows basic information about the trade license, such as the type of work, the square footage, and the declared value. To change the information on this tab, click the Action button and select Change License Information.

See Changing license information.

License Details Shows any details that have been defined for the license type. You can use this tab to add license details.

See Adding a license detail.

Reviews Shows information on the reviews associated with the current license. You can use this tab to create a new review, and to record review results. You also use this tab to manage the plan copies associated with a license.

See Creating a review.

Inspections Shows information on the inspections associated with the current license. You can use this tab to create a new inspection, and to record inspection results.

See Creating an inspection.

Conditions Shows information on the conditions associated with the current license.
Fees Used to manage the fees associated with the current license. Note that the fee functionality varies depending on whether your agency is using CDR Billing or CDR without Billing.
Applicants Shows information about each applicant associated with the current license. The Contact Information section shows the primary applicant, and the All Applicants grid shows all applicants, including the primary.
Employees Used to record and view information about the agency employees who worked on the license.
Related Records Shows information on any other applications and cases associated with the current license.

See Associating another application or case.

Logs Used to record and view log entries for the current license, and to view the status log. Infor Public Sector generates a status log each time the license's status or milestone changes.
Attachments Used to add attachments to a license.