Overview

Licence Types define the categories of licences that can be recorded and tracked within the system. Each licence type represents a specific class or endorsement that staff members may hold, allowing operators to manage compliance requirements and ensure staff have the appropriate qualifications for their assigned vehicles.

• Define custom licence types relevant to your operations
• Track expiry dates and renewal requirements
• Link licence types to staff
• Generate compliance reports based on licence status

User permissions

Users with administrative access to the People module can create, edit, and delete licence types. Standard users can view licence types but cannot modify the configuration.

Licence Types page

The Licence Types page displays all configured licence types in a searchable list format.

Accessing Licence Types

1. Navigate to People → Configuration → Licence Types.
2. The list displays all available licence types.
3. Use the search tool 🔍 to find specific licence types by name.

Managing Licence Types

Adding a new licence type

1. Navigate to People → Configuration → Licence Types.

2. Click the + Add button.

3. Enter the licence type details:

   • Description - The name of the licence type (e.g., "Snow Driving", "Working With Children")
   • Requires Expiry - Whether this licence type must have an expiry date
   • Eligible for Expiration Check - Whether this licence type triggers alerts when an expiration date is near
   • Expiration Warning Threshold (Days) - How many days before an expiration date does the alert trigger

   ❕Note: All fields marked with * are required.

4. Click Submit.

Editing a licence type

1. Navigate to People → Configuration → Licence Types.

2. Find the licence type you want to edit using the search tool 🔎.

3. Click on the licence type description to view details.

4. Click the Edit icon ✏️ in the header.

   ❕Note: The Drivers Licence and Driver Authorisation types are locked and cannot be edited

5. Make the required changes.

6. Click Submit.

Deleting a licence type

1. Navigate to People → Configuration → Licence Types.
2. Find the licence type you want to delete using the search tool 🔎.
3. Click on the licence type description to view details.
4. Click the delete icon 🗑 in the header.
5. Confirm by clicking Ok.

Assigning Licences to Staff

Once licence types are configured, they can be assigned to individual staff members through their staff record.