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Status workflow and timeline

Move a case to Licence issued

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

The final licence has been issued.

Audience: CRM staffPermission: Edit Licence ApplicationsModule v1.0.0
Jump to steps
Where to goAdmin Area → Licence Applications → Case → Update Status
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 this guide helps you do

The final licence has been issued. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Go to the intended case.
  2. In Update Status, select Licence issued.
  3. Enter a clear status note suitable for the landlord timeline.
  4. Submit.
  5. Check the status label and action-required badge.

Fields and options

Status keylicence_issued
Landlord action requiredNo
Final statusNo
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-status-timeline/

Rules and limits

  • The installed status key is licence_issued.
  • Landlord action required becomes 0.
  • This seeded status is not marked final, so it does not by itself set completed_at.

Check it worked

  • Move a case to Licence issued 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.

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