Licenses

Licenses

Purpose and when to use this record

Maintain an issued municipal license, its business, type, effective dates, status, conditions, and renewal history.

At a glance

• Identify it by: License Number, Status, Issued Date, Effective Date, and Expiration Date.

• Check its business context: Account, License Type, and Source Application.

• Why care: Names, periods, classifications, due dates, status, charges, and payments form an official account history. Correct them from the supporting filing, application, receipt, or ordinance.

• Why care: Status communicates workflow progress to other staff. Change it only when the underlying work, approval, payment, or handoff has actually occurred.

Before you begin

You need the Brisk permission for the action you are taking on licenses. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Have valid Account, and License Type records ready first. Those selections determine where this License belongs and which later screens can find it.

Create a License

Create a License only after confirming that the source document or operational event has not already been entered.

1. Select the business context first: Account, License Type, and Source Application.

2. Enter the required identifying and operational values: Account, License Type, and License Number.

3. Review Status, and Auto-Renew deliberately; these choices control availability or workflow rather than merely describing the record.

4. Save the License, then confirm License Number, Status, Issued Date, Effective Date, and Expiration Date on its detail page before continuing.

After saving: Schedule renewal and compliance work from the effective and expiration dates, and keep related payments and conditions with this license.

Delete a License

Delete this License only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

Before confirming, check for related Alcohol License Details, Compliance Tasks, and Municipal Charges. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify License Number, Status, Issued Date, Effective Date, and Expiration Date. After confirmation, return to the Licenses list and make sure only the intended License was removed.

Review License details

Use the detail page as the shared record of what this License currently means. Verify Status, Issued Date, Effective Date, and Expiration Date before relying on it for a decision.

Follow Account, License Type, and Source Application to determine whether the issue is on this License or on one of those linked records.

Next check: Schedule renewal and compliance work from the effective and expiration dates, and keep related payments and conditions with this license.

Edit an existing License

Edit this License to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

1. Open the detail page. Compare Account, License Type, and Source Application with the supporting document or approved request.

2. Recheck Account, Status, Issued Date, Effective Date, and Expiration Date. These values are most likely to change license, compliance, filing, charge, payment, and official account history.

3. Save the change, return to the list, and confirm that the License now appears under the expected Status.

After the change: Schedule renewal and compliance work from the effective and expiration dates, and keep related payments and conditions with this license.

Find and review licenses

Use the Licenses list to find the correct record before opening or changing it. Compare License Number, Status, Issued Date, Effective Date, and Expiration Date. Records with similar names or numbers can still belong to different Account, License Type, and Source Application.

• The initial order emphasizes Expiration Date, and License Number. Select a column heading when you need a different comparison.

Open the License whose License Number, Status, Issued Date, Effective Date, and Expiration Date match the task. If it is missing, clear the list filters and recheck Status rather than creating a replacement immediately.

Fields and business rules

Brisk stores 11 user-relevant fields for this License, including 3 linked-record selections and 1 controlled-choice field. Create and edit screens may hide calculated or workflow-managed values from this full reference.

What happens next

Schedule renewal and compliance work from the effective and expiration dates, and keep related payments and conditions with this license.

Common mistakes and troubleshooting

• The record will not save: Recheck Account, License Type, and License Number and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The record saved but is not available where expected: Recheck Status, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.

• The values look right but the result is wrong: Open Account, License Type, and Source Application from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.