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Troubleshooting

Published 25 October 2026, Updated 25 October 2026

SituationWhat to check
The page or the mobile button is missingAsk an administrator to add you to Authorized users or Administrators.
The Settings tab is missingOnly administrators see it.
I cannot edit Signed / Sign the case is missingOnly the authorized agents of that case type can sign.
Candidate does not exists or is inactive or does not have a licence number… when adding a caseThe member is inactive, has no licence number in the profile, or already has a case of this type.
Send a request and Delete the case disappearedThe case is signed. Remove the signature first if this was a mistake.
Send completion notification is missingThe case is not signed yet, or the case type has no completion text.
A case is marked overdueIt is open, not completed and older than the overdue delay. Complete or close it, or ask an administrator to adjust the delay.
No recipient has an email addressNone of the recipients has an email address in their profile.
A file cannot be openedIt is locked or your credentials do not allow it.

Daily checklist for the licensing team

  1. Open the Licenses tab (or tap Overdue and Priority on mobile) and start with overdue and priority cases.
  2. Update the checklist of the files you received and upload the documents to the case.
  3. Send a request when something is missing and set Waiting applicant answer or Waiting applicant payment.
  4. Make sure accounting acknowledged the case before it is signed.
  5. After signature, add the competency, send the completion notification and follow the delivery until Completed.
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