17. Certificate & Licenses
- 17.1 Certificates & License Dashboard
- 17.2 Pre requisites to Create New Document
- 17.3 New Document
- 17.4 Document Detail View
17.1 Certificates & License Dashboard
Certificates & licenses dashboard having following features.
1. Statuses: The wedges display the count of total number of documents in the system, total number of active, expiring, and expired till date.
2. Dropdown: To search documents with categories like, asset, agent, vendor. Select any category from the dropdown.
Results will be displayed in Certificates & licenses dashboard documents list as shown by the following screenshot.
3. Search Bar: User can search for any specific document with name.
4. Filter: To filter out the assets information by selecting choice of filter from the list like, asset category, manufacturer, model, etc. when you click on the filter icon following screen will be displayed, you can select choice of filter and click on add button then click on apply button as shown by below screenshot.
Filter results will be display in Certificates & licenses dashboard as shown by the following screenshot.
5. Total Records: Total number of documents present in the system displayed at the bottom of the documents table.
6. Pagination: Pagination view is displayed beside the total number of records, you can select the pagination numbers (5,10,25,50,100) to get the desired list.
17.2 Pre requisites to Create New Document
Need to configure New Document (Certificates or license) in settings.
Settings -> Certificates & license -> Add New Document
1. Dropdown: To select category types of assets, agents, vendor. Select any category results will be display in below documents list.
2. Search: To search the document with name.
3.1. Add Certificate: Click on “add” button, below page will be display.
Category field: Select any one category from the dropdown.
Tooltip icon: click on tool tip icon nearby “specification” field to view the specification concept for selected category.
After filling out the all-mandatory fields save button will be enabled. Clicking on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘certificate’ can display in first row of the table as shown by below screenshot.
Every row of documents list has an option icon to edit or delete the document.
1. Edit: To edit/update the details in document (certificate).
2. Delete: To delete the document (certificate).
3.2. Add License: Click on “add” button, below page will be display.
Category field: Select any one category from the dropdown.
Tooltip icon: click on tool tip icon nearby “specification” field to view the specification concept for selected category.
After filling out the all-mandatory fields save button will be enabled. Clicking on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘license’ can display in first row of the table as shown by below screenshot.
Every row of documents list has an option icon to edit or delete the document.
1. Edit: to edit/update the details in document (license).
2. Delete: to delete the document (license).
17.3 New Document
In this page user can create following documents.
- Certificates
- licenses
17.3.1. Create New Certificate
Category: Select one category from dropdown
Agent Name: Field display based on category selection, select any agent from search and add agent.
Document details: By default, certificate option will be highlighted as shown by below screenshot.
Select ‘document name’ from search bar which is configured earlier in settings. Fill the all-mandatory fields.
1. Choose File: To upload agent (selected in category) related documents.
2. Add Remarks: To add comments on this agent certificate.
3. Add New: To add new certificate or license under this agent. We can add multiple documents under this option.
4. Save: After filling out the all-mandatory fields save button will be enabled. Click on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘certificate’ can display in first row of the table as shown by below screenshot.
17.3.2. Create New License
Category: Select one category from dropdown
Agent Name: Field display based on category selection, select any agent from search and add agent.
Document details: By default, select License tab as shown by below screenshot.
Select ‘document name’ from search bar which is configured earlier in settings. Fill the all-mandatory fields.
1. Choose File: to upload agent (selected in category) related documents.
2. Add Remarks: to add comments on this agent License.
3. Add New: to add a new certificate or license under this agent. We can add multiple documents under this option.
4. Save: After filling out the all-mandatory fields save button will be enabled. Clicking on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘License can display in first row of the table as shown by below screenshot.
17.4 Document Detail View
To view document details, click on any one document from the documents list. System will navigate to document view page.
