License
The License section stores structured metadata for licences, certifications, agreements, and regulatory approvals when the record type is License. Dropdowns fed from Site Settings keep document types, send-to parties, licence names, and licensors consistent for quality and compliance managers. Centralising the fields supports traceability and cleaner reporting across suppliers and factories.
Quick Check - Before You Start
- Ensure the compliance record is categorised as License type so this section applies.
- Verify Document Type, Send To, License, and Licensor lists are configured in Site Settings before you rely on dropdowns.
Fields and Descriptions
| Field | Description |
|---|---|
| Document Type | Specifies the nature of the licence-related document (e.g., Certificate, Agreement, Permit). Selected from a pre-configured dropdown. Configure in Site Settings › Compliance › Document Type. |
| Send To | Indicates the recipient or governing body the licence is intended for or has been sent to. Chosen from a pre-configured list. Configure in Site Settings › Style › Licensor. |
| License | Identifies the specific licence associated with this compliance record. Selected from a pre-configured list. Configure in Site Settings › Style › License. |
| Licensor | The organisation that issued or governs the licence. Chosen from a pre-configured list. Configure in Site Settings › Style › Licensor. |
Related Actions
- Compliance Audit Type
- Create a Corrective Action Plan
- Create a Compliance Record
- View Compliance Details
Troubleshooting
Why are Document Type, Send To, License, or Licensor dropdowns missing values?
Each list is maintained in Site Settings (Document Type under Compliance; Send To, License, and Licensor under Style). Administrators must add or enable entries there before they appear on new records.
Some fields filled in automatically—can I change them?
Templates or integrations configured by your administrator may pre-populate values. Adjust fields your permissions allow; if a value is locked or reverts, contact your administrator about the template or integration rules.
How do I avoid inconsistent licence metadata across factories?
Keep Licensors and Licences current in Site Settings, pick the Document Type that matches the legal nature of the file, and complete all required values before closing the record.
Helpful Tips
- Keep the list of available Licensors and Licences in Site Settings up-to-date—regularly audit to remove outdated entries and add new ones.
- Choose a Document Type that accurately reflects the legal or regulatory nature of the document.
- Ensure all required values are available in Site Settings before creating new licence records to avoid data gaps.
- Be aware that some fields may be filled in automatically based on the templates or integrations your administrator has configured.