Applying Licensed Professionals to a Set

When applying licensed professionals to a set, the licensed professionals are applied to set members simultaneously. They display on the Licensed Professionals tab for the set. For more information about licensed professionals, see Licensed Professionals.

Note:

An agency administrator must enable this feature.

To add or remove a licensed professional

  1. Navigate to the Set portlet.

    Civic Platform displays the portlet.

  2. Choose the set to which you want to apply a licensed professional.

    Civic Platform displays the set details.

  3. Click the Licensed Professional tab.

    Civic Platform displays the Set Licensed Professional list portlet.

  4. To add a licensed professional, click New, enter available data, and click Submit.

  5. To delete a license professional, select the licensed professional(s) you want to remove, then click Delete.