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The General tab contains information regarding the license and also regarding the expiration cycle of the license. If this licenses is not automatically generated, the other tabs do not need to be configured.
Code
The short, alphanumeric name or abbreviation identifying the license.
Description
The label describing the license code.
Device Message Participation
Indicates the action when an event occurs that is linked to an Event Subscription. For example, if an employee's license has expired, this setting determines whether the employee is given a message and whether that employee can clock into the system.
Different licenses can have different settings, which also depends on the Severity Level on the Event Subscription itself. For example, an RN license can be set to Enabled with Lockout. This means if an employee with a Mandatory requirement for an RN license does not have a valid license, AND the corresponding Subscription being processed is defined as Critical, he or she would not be able to clock in. This same employee might have a CPR license that is set to Enabled. If that license is expired, AND the Subscription being processed is defined as Informational or Warning, the employee gets a message but is still able to clock in.
Messages can be viewed on the Home page>My Unread Messages screen and in the Actions section>Employee card>Messages screen.
Note: The following device readers can participate in device messaging: EIS Models 1 and 2, EIS Series 1xxx, and Quick Badge. TA20 and TA-500 device readers cannot participate.
The following options are available:
Enabled |
This license participates in device messaging. A message is generated for the employee when a related event takes place. When a “lockout” occurs for a critical message, the employee sees the lockout messages, but is still able to delete the message and go on to add, edit, and delete clockings as usual. |
Disabled |
This license does not participate in device messaging. No message is generated when a related event takes place. |
Enabled with Lockout |
This license participates in device messaging. When a related event takes place, if the Severity Level of the event is Critical, the employee sees the lockout message and is NOT able to delete the message. The employee is not able to add, edit, or delete clockings until the issue is resolved. |
Fixed Expiration Date
The date this license expires for all employees, if applicable. If all employee licenses expire on the same month/day, enter that information in this field. The system recalculates subsequent expiration dates from the original Expiration Date, the Frequency, and the Frequency Value.
Frequency
Time span by which the license expiration should be monitored (i.e. Day(s), Week(s), Month(s), Year(s), or Once).
Frequency Value
The number of frequency units that can elapse before a license expires. For example, if the Frequency is Years and the Frequency Value is 2, this means the license expires after two years.
Grace Period
The number of days after the expiration date of the license that the employee is still able to be scheduled and able to use Quick Badge. Note: When viewing expiration dates in reports and in notifications, the system uses the original expiration date, not the date adjusted with the Grace Period.
Classification
The license type held by the employee. This will help to group skills and credentials seperately.
More About Date Value Fields