Register, stages, KPIs and search

Search the register by case reference

Filter the loaded case rows by the LIC reference.

Audience: CRM staffPermission: View Licence ApplicationsModule v1.0.0
Exact navigationAdmin Area → Licence Applications → Search
Before you begin
  • Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
  • Confirm 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 covers

Filter the loaded case rows by the LIC reference. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Exact step-by-step process

  1. Open Admin Area → Licence Applications.
  2. Use the displayed strip, counter, search box or case row described by this guide.
  3. Open the matching case when detailed verification is required.

Fields, choices and supported possibilities

Search fieldBrowser-side register search
Matched columnReference
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-register-dashboard/

Code-backed validations and workflow rules

  • The register excludes records with deleted = 1.
  • Search is performed in the browser against the loaded table rows.

Expected result and verification

  • Search the register by case reference 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.