Modify an Existing License Approval

1. Navigate to the Home Details window and select the License/Approval button. All information on the Detail License/Approval window can be changed while the license/approval is in Pending status. However, once the License/Approval status is changed to Active, only the Status, Status Date, Status Reason, and Effective End Date can be changed. Adding facility types is also allowed. (See Step 7) If, after saving the License/Approval in active status it is discovered that wrong information is entered, close the License/Approval and select Reason Duplicate. Then create a new License/Approval.
2. To extend the End Date of an active license or approval, insert the new End Date into the Effective End Date field and save the information.  The Effective End Date is revised and the License Extended button displays a check mark.
3. To change the License/Approval status on the Detail License/Approval Window, select the Actions menu and choose Pend License/Approval, Activate License/Approval, or Close License/Approval. The Status field populates with the status chosen and the Date field defaults to the current date. Also, the system automatically prints the license and the appropriate License Letter to accompany the license that night. The license and accompanying license letter is sent to Central Office staff for mailing to the RD Staff person. To view license information go to the Detail License/Approval Window.  All of the information on the Detail License/Approval Window must be entered and saved before the license can be printed. Select Activate License/Approval, the Status field displays as Active, the Date defaults to the current date and the Potentially Available Slots field on the Home Details Window displays the number of children the organization is licensed/approved to care for.
4. Select the Save and Close icon. The Home Details Window displays. After changing the license/approval to Active Status, remember to return to Home Details and change the Facility Type Status to Active. Select Close License/Approval: a dialog box displays; select (highlight) a reason from the drop-down box. Also a message displays asking the user to change the Facility Type Status on the Home Details Window to hold or closed.
5. Select the OK button. The Detail License/Approval Window displays with the Status field displaying Closed, the Date defaulted to the current date and the Status Reason field displaying the reason chosen.
6. Select the Save and Close icon. If the Action of Close License/Approval is chosen, no information on the window can be changed. It is not necessary to close a license when it expires. The system automatically changes the status to Closed. With the Status Reason license expired.
7. To add a facility type to the License/Approval select the Add Facility Type from the Actions menu. The Facility Type List dialog box displays showing the facility types that have already been created for the Organization. If the facility type to add to a license does not appear on the list, return to Home Details and add the appropriate facility type to the organization.
8. Highlight the facility type(s) that are to be added to the License/Approval.
9. Select the OK button. The Detail License/Approval Window displays with the new facility types displayed in the Facility Type field. If the added facility type not appropriate for the License/Approval type an error message will appear when saved. Remove the inappropriate facility type to save other changes.
10. To remove a facility type, on the Detail License/Approval Window highlight the facility type to be removed and select the Actions menu, then Remove Facility Type. The facility type chosen is removed from the Facility Type field.
11. Select the Save icon.

(11/2005)