Register, stages, KPIs and search

Search the register by case reference

Follow this guide to filter the loaded case rows by the LIC reference. 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: View Licence ApplicationsModule v1.0.0
Jump to steps
Where to goAdmin Area → Licence Applications → Search
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

Filter the loaded case rows by the LIC reference. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Go to Admin Area → Licence Applications.
  2. Use the displayed strip, counter, search box or case row described by this guide.
  3. Go to the matching case when detailed verification is required.

Fields and options to review

Search fieldBrowser-side register search
Matched columnReference
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-register-dashboard/

Rules the system enforces

  • The register excludes records with deleted = 1.
  • Search is performed in the browser against the loaded table rows.

How to confirm it worked

  • Search the register by case reference 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.