Associate licensed professionals to a record

You can view associated records as needed from the License professionals page.

To view an application or a service request from the license professionals page

1. From the License professionals page, find and open the professional you want to work with.

2. Select the Associated record list tab.

3. Open the record that you want to view and/or edit.

You can associate or disassociate records with a professional from the License professionals page.

To associate records with a professional

1. From the License professionals page, find and open the professional you want to work with.

2. Select the Associated record list tab.

3. Select Look Up, enter search criteria, and select Submit.

4. Select the check box next to the record(s) that you want to associate or disassociate.

5. Do one of the following:

   • To associate the record(s) with the current licensed professional, select Select.

     Note: Civic Platform cannot associate a record to a professional if the requested record status is “Denied”. To update the status of the record, see Delete records.

   • To disassociate the record(s) from a professional profile, select Delete.

     Note: Citizen Access users cannot view disassociated records for a licensed professional.

You can view associated professionals as needed from a record.

To view licensed professional information from a record

1. From the Record page, find and open the record you want.

2. Select the Professionals tab.

3. Open the professional you want to view.

4. You can edit a professional's data. Select Submit to save your changes.

   Note: Modifications apply only to the current record. Reference professional data is not updated. To modify reference professional data, work from the Licensed professionals page.

You can associate one or more reference professionals from with an application or a service request. Information about the professional automatically writes to the record from the database. You can edit the data as needed; however, changes are not made to the original reference professional record (See Edit information about a reference professional for information).

To associate a professional to a record

1. From the Record page, find and open the record you want to work with.

2. Select the Professionals tab.

3. Find the professional(s) you want to associate.

4. Select the check box next to the professionals and select Select.

5. Select Submit.