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Review the With authority KPI

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

Count cases submitted to or under action by the authority.

Audience: CRM staffPermission: View Licence ApplicationsModule v1.0.0
Jump to steps
Where to goAdmin Area → Licence Applications
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

Count cases submitted to or under action by the authority. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Follow these steps

  1. Go to Admin Area → Licence Applications.
  2. Use the displayed strip, counter, search box or case row described by this guide.
  3. Go to the matching case when detailed verification is required.

Fields and options

Statusessubmitted_to_authority, authority_acknowledged, authority_review, authority_query
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-register-dashboard/

Rules and limits

  • The register excludes records with deleted = 1.
  • Search is performed in the browser against the loaded table rows.

Check it worked

  • Check the With authority KPI 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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