• Contractor licenses ensure that contractors meet the necessary legal, safety, and industry-specific compliance requirements before working on a project. 
• Keeping accurate records of licenses helps organizations avoid regulatory risks, plan audits, and ensure contractors remain qualified throughout the project lifecycle. 

Filling the License Form

• Log in to the application.
• Navigate to the left menu, click Contractor, and then select Licenses.
• Click the Add License button at the top-right corner to open the form.

Step-by-Step Instructions to Create a License

1. Select Contractor

• Choose the registered contractor from the dropdown list to whom the license applies.

2. Select License

• Pick the license type from the dropdown. Only the licenses associated with that particular contractor will be available.

3. License Number

• Enter the official license number as mentioned in the document.

4. Issue Date

• Select the date when the license was issued using the calendar picker.

5. Valid Upto

• Choose the expiration or validity end date to help set reminders for renewals and audits.

6. License Document Upload

Attach a soft copy of the license for record-keeping:

• Click the upload icon or “Click to upload.”
• Browse and select the file from your system.

Final Actions

• Save – Store the license record and link it to the contractor’s profile.
• Cancel – Exit the form or discard any changes without saving.

Note: For Creating a Contractor License

1. Mandatory Fields:

• Contractor Name *
  
• License *
  
• Issue Date *
  
• Valid Up to *

2. Configurations in Company Settings:

• Licenses are configured under: Company Settings ➜ License and Certification

This ensures that the necessary license types are available to associate with contractors.

License Table Overview

The License table provides a structured view of all licenses linked to contractors, helping users track compliance, deadlines, and documentation efficiently.

Table Columns:

• License Name – Displays the type of license assigned to the contractor (e.g., Driving License, Safety Compliance Certificate).
• Contractor Name – Shows the name of the contractor to whom the license is linked.
• Valid From – Indicates the start date when the license became effective.
• Valid To – Displays the expiration date of the license to help monitor renewals.

Status – Shows the current status of the license, such as Active, Inactive, Pending, Expired, or Deleted.