Setup, access and permissions

Install and activate Licence Applications

Follow this guide to create the five module tables and seed 19 default statuses. 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.

Audience: CRM staffPermission: Administrator / stated roleModule v1.0.0
Jump to steps
Where to goAdmin Area → Setup → Modules → Licence Applications → Activate
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

Create the five module tables and seed 19 default statuses. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Deploy the module through the approved module process.
  2. Go to Setup → Modules.
  3. Activate Licence Applications.
  4. Go to the module register and create a controlled case.

Fields and options to review

Tablesapplications, statuses, timeline, documents, audit
Seeded statuses19
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-setup-access/

Rules the system enforces

  • The activation hook loads install.php and creates missing tables/statuses idempotently.

How to confirm it worked

  • Install and activate Licence Applications 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.