Create a staff licence application case
Follow this guide to open a new case and save all required case data.
Where to goAdmin Area → Licence Applications → New Application
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What this guide helps you do
Open a new case and save all required case data. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to New Application.
- Select the landlord.
- Complete service type and other relevant fields.
- Select the initial status.
- Save.
- Go to the case and verify the created timeline and notification.
Fields and options
RequiredLandlord and Service type
Generated referenceLIC-YYYYMMDD-XXXXXX
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/
Rules and limits
- Creation adds a case-created timeline event and audit event.
Check it worked
- Create a staff licence application case completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Use the least-privilege account that has the stated permission.
- Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.
Related guides
Was this guide useful?Your response is stored only in this browser.