Edit licence application case details
Change permitted case fields without assuming the status changes. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Licence Applications → Case → Edit
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What you’ll accomplish
Change permitted case fields without assuming the status changes. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the case.
- Select Edit.
- Change the required details.
- Save.
- Reopen and verify the update notification/audit.
Fields and options to review
PermissionEdit
Status handlingUse Update Status separately
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/
Rules the system enforces
- The supplied case form and model apply this behaviour.
How to confirm it worked
- Edit licence application case details completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Use the least-privilege account that has the stated permission.
- Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.
Continue with related guidance
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