General Tab

The General tab contains information regarding the license and also regarding the expiration cycle of the license. If this licenses is not automatically generated, the other tabs do not need to be configured.

Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description.

Code

Description

Device Message Participation

Fixed Expiration Date

Frequency

Frequency Value

Grace Period

Classification

The following additional tabs of information are available in this page:

Courses Tab

Code

The short, alphanumeric name or abbreviation identifying the license.

Description

The label describing the license code.

Device Message Participation

Indicates the action when an event occurs that is linked to an Event Subscription. For example, if an employee's license has expired, this setting determines whether the employee is given a message and whether that employee can clock into the system.

Different licenses can have different settings, which also depends on the Severity Level on the Event Subscription itself. For example, an RN license can be set to Enabled with Lockout. This means if an employee with a Mandatory requirement for an RN license does not have a valid license, and the corresponding Subscription being processed is defined as Critical, he or she would not be able to clock in. This same employee might have a CPR license that is set to Enabled. If that license is expired, AND the Subscription being processed is defined as Informational or Warning, the employee gets a message but is still able to clock in.

Messages can be viewed on Home > My Unread Messages and in Actions > Employee > Messages.

The following options are available:

Enabled

This license participates in device messaging. A message is generated for the employee when a related event takes place. When a "lockout" occurs for a critical message, the employee sees the lockout messages, but is still able to delete the message and go on to add, edit, and delete clockings as usual.

Disabled

This license does not participate in device messaging. No message is generated when a related event takes place.

Enabled with Lockout

This license participates in device messaging. When a related event takes place, if the Severity Level of the event is Critical, the employee sees the lockout message and is not able to delete the message. The employee is not able to add, edit, or delete clockings until the issue is resolved.

Fixed Expiration Date

The date this license expires for all employees, if applicable. If all employee licenses expire on the same month/day, enter that information in this field. The system recalculates subsequent expiration dates from the original Expiration Date, the Frequency, and the Frequency Value.

Frequency

Time span by which the license expiration should be monitored, such as Days, Weeks, Months, Years, or Once.

Frequency Value

The number of frequency units that can elapse before a license expires. For example, if the Frequency is Years and the Frequency Value is 2, this means the license expires after two years.

Grace Period

The number of days after the expiration date of the license that the employee is still able to be scheduled and able to use Quick Badge.

Note  

When viewing expiration dates in reports and in notifications, the system uses the original expiration date, not the date adjusted with the Grace Period.

Classification

The license type held by the employee. This will help to group skills and credentials separately.