Managing Licensed Professionals

Adding Licensed Professionals

After you implement Civic Platform, you might need to add new licensed professionals, as appropriate for your agency. After you add a licensed professional, users can search for the licensed professional when creating or editing an application.

A licensed professional can have the same license number for multiple license types, such as Electrical, Mechanical, and Plumbing licenses.

To add a licensed professional

1. Access the Classic Administration page (Accessing Classic Administration).
2. Choose People > Licensed Professional.
3. Click Add.
4. Use the License Typedrop-down list to choose the appropriate license type.

   Civic Platform displays fields specific to the license type you chose.

5. Complete the fields specific to the license type you chose. For a list of common fields, see Licensed Professional Fields.

   Civic Platform pulls these values and fields from the values you set up as Standard Choices for LICENSED_PROFESSIONAL_TYPE. Refer to the Civic Platform Configuration Reference.

6. Click Submit.

   Table 1. Licensed Professional Fields

   Address	Enter the licensed professional’s street address.
   Address 3	Any additional address information.
   Bond #	If the licensed professional holds a bond, enter the bond number.
   Business License #	Enter the official number that identifies the business license issued to the professional by a local agency or a jurisdiction, such as a city. A licensed professional can have the same license number for multiple license types, such as an Electrical, Mechanical, or Plumbing license.
   Business License Expiration Date	Enter the date when the business license is due to expire, or use the Date button to find the date on a calendar.
   Business Name	Enter the name of the business associated with the business license.
   City	Enter the city name or click Get Cityto choose the city from a standard list.
   Comment	Enter any comments about the business license or licensed professional.
   Comp Insurance Company Code	Enter the code associated with the Worker’s Compensation Insurance Company. For example, Worker’s Compensation Fund (WCF). Limit to 30 characters.
   Contact Name	Enter the first, middle, or last name of the licensed professional. “F/M/L” stands for First/Middle/Last.
   Contractor Business Name	Enter the contractor business name in the text field, if applicable. For example, AJ’s Construction. Limit to 65 characters.
   Contractor License Number	Enter the contractor’s license number. Limit to 30 characters.
   Email	Enter the licensed professional’s email address.
   Fax	Enter the licensed professional’s fax number.
   FEIN	If applicable, enter the licensed professional’s federal Employer Identification Number.
   Insurance Amount	Enter the cost, in dollar amounts, of the insurance policy.
   Insurance Company	Enter the name of the licensed professional's insurance carrier.
   Insurance Expiration Date	Enter the date when the insurance policy is due to expire, or use the Date button to find the date on a calendar.
   License Expiration Date	Enter the date when the business license is due to expire, or use the Date button to find the date on a calendar.
   License Issue Date	Enter license's issued date; you can click the Date button to locate the date on a calendar.
   License Last Renewal Date	Enter the license's last renewal date; you can click the Date button to find the date on a calendar.
   License Number	Enter the official number that identifies the business license issued to the professional by a local agency or a jurisdiction, such as a city.
   License State	Choose the state that issued the professional business license.
   License Type	Choose the type of license the professional holds.
   Licensing Board	Choose the licensing board. For example, the Louisiana State Licensing Board for Contractors.
   Phone	Enter the licensed professional’s phone number.
   Policy #	Enter the insurance policy number.
   SSN	Enter the licensed professional’s social security number.
   State	Choose a state.
   State License #	Enter the official number that identifies the business license issued by the state. If the licensed professional is an owner of a licensed food facility, enter the Alt ID field value of a record that conducts the inspection of the food facility. For more information about food facility inspection, see “Customizing Food Facility Inspection Search” in the Citizen Access Administrator Guide. Note: You can create a sequence definition for this field based on licensed professional type should an applicant fail to provide a number here. You must configure the People Number in the Sequence Mask Definition portlet. For information on how to create a mask, see Setting Up Number Sequences and Masks. For information on how to create a licensed professional type, see Accela Civic Platform Configuration Reference.
   Status	If you want to let users search for this professional, select Enable; otherwise, select Disable.
   Type	Select the licensed professional type, and the organization the licensed professional belongs to. You can also select Individual.
   Worker’s Comp Exempt	Choose a value from the drop-down list. Yes indicates the licensed professional is exempt from Worker’s Comp. No indicates they are not.
   Worker’s Comp Expiration Date	Use the picker to enter the expiration date of the Worker’s Compensation Insurance Policy.
   Worker’s Comp Policy #	Enter the policy number for the Worker’s Compensation Insurance. Limit of 30 characters.
   Zip	Enter the ZIP code of the licensed professional.

Searching for a Licensed Professional

You can search for any licensed professional registered on your system, including professionals that you previously disabled. For example, you might need to search for a professional to update information or to change the status of the professional.

To search for a licensed professional

1. Access the Classic Administration page (Accessing Classic Administration).
2. Choose People > Licensed Professional.
3. Complete the License Type field.
4. Complete the fields specific to the license type you chose.
5. For a list of common fields, see Licensed Professional Fields.
6. Do one of the following:

   • If you do not want to search using the license type specific fields, click Submit under the City field.

   • If you want to search by license-type information, complete the fields at the bottom of the window and click Submit at the bottom of the window.

     Civic Platform displays the results for your search.

Editing a Licensed Professional

You can change information about individual professionals as necessary. For example, you might need to change a professional’s status to “disabled” after the professional’s license expires. A licensed professional can have the same license number assigned to multiple license types, such as Electrical, Mechanical, and Plumbing licenses. To duplicate a license number for a new professional license type, you must add a new licensed professional record.

To edit a professional

1. Access the Classic Administration page (Accessing Classic Administration).
2. Choose People > Licensed Professional.
3. Search for the professional that you want to edit. For instructions, see Searching for a Licensed Professional.
4. Click the red dot next the professional you want to edit.

   Civic Platform displays the Licensed Professional—Edit window.

5. Complete the fields as necessary. For a list of common fields, see Licensed Professional Fields.
6. Complete the fields specific to the license type you are working with.
7. Click Save.