Creating/Editing a License or Permit

Creating/Editing a License or Permit

Who can do this?

Vera EHS/F&I Administrators

Instructions

1. Select Licenses & Permits from the left hand navigation
2. Select Add New
3. Start by selecting your Facility
4. If the item you wish to track is associated to a piece of equipment select Yes
   • Select your Equipment Category 
   • Select from the list of Equipment Name or Add New to add a new equipment, you can optionally add a Location to describe where you would find the piece of equipment

5. Select a Category, if you have selected an Equipment this is optional

6. Complete the Details section by adding a Name

7. You can optionally add an Issuer and a unique Identifier

8. The Issue Date will default to current date or you can enter a new date

9. Enter a Renewal Date.  The notification feature will only send email reminders for items with a renewal date.

10. You can make an item Inactive.

11. Attach up to two Attachments to an item up to 10MB in size

12. When complete click Save

To Edit a License & Permit click on an existing entry from the grid and select Edit Item, complete the form as above.