The six types
Every record has one Type. Pick the closest fit. A new record starts as License until you choose another.
| Type | Where the form says to find the date |
|---|---|
| License | Usually printed on the license or pocket card |
| Insurance | Usually the policy's end date, on its declarations page or a certificate |
| Certification | If it expires, usually printed on the certificate or card |
| Permit | On the permit itself, or from the office that issued it |
| Registration | On the registration itself, or from the agency that issued it |
| Other | No hint is shown |
The type shows on each ledger row, and the ledger can be filtered by it.
Required fields
- Name. What you call the record, at least 2 characters.
- Expiration date. The day the record runs out. If it has none, tick It doesn't expire. See records that never expire.
Optional fields
- Issuing body. Who issued it, such as a state board or an insurer.
- Record number. The license, policy or certificate number.
- Holder. Who the record belongs to, if not the business: a crew member, or the sub whose certificate it is. Leave it blank for the business's own records.
- Notes. Anything else you want kept with the record.
- Documents. One file per record. See attach a license, policy or certificate.
Where the fields show up
The ledger's search box looks at the name, the issuing body and the holder. Once a record has a holder, the ledger can also be filtered by holder.
Reminder emails do not include your notes.
Reminder days
On a paid plan each record also has its own reminder days. A new record takes the workspace default, which is 90, 60, 30, 7 and 1 days before the date unless you changed it. Choose Change on a new record, or Customize when editing, to choose the days for that record.
Changing a record
Open the record and choose Edit. Every field can be changed. A changed expiration date is saved as a renewal, with the old date kept in the record's history.