E-Page/MultiTrace User Guidance for Members

Site: Rainforest Alliance Learning Network
Course: E-page / MultiTrace User Guidance for Members [ENG, ES, PT, VI]
Book: E-Page/MultiTrace User Guidance for Members
Printed by: Guest user
Date: Saturday, 16 October 2021, 10:28 AM

Description

Welcome to the e-page MultiTrace User Guidance - for Members.

On this e-page you will find guidance on how to use MultiTrace, the new traceability system of the Rainforest Alliance (UTZ Certified), including: quick start guides, instruction videos, training webinars, checklists and templates.

Currently, MultiTrace is only being used in the Coffee and Hazelnut program by both members and certification bodies. 

Licenses for the Coffee and Hazelnut program are requested through MultiTrace. 

Prior to getting a license, an audit needs to be scheduled in MultiTrace. Please get in touch with your Certification Body to schedule the audit in the system. 

If you are audit exemptedplease contact our Member Support team at membersupport@utz.org.

Instructions using the functionalities in MultiTrace are shown in guidance recordings. 

Please use the table of contents on the right side to navigate through the manual. 


1. Introduction - Quick Start


Welcome to the e-page MultiTrace User Guidance - for Members

On this e-page you will find guidance on how to use MultiTrace, the new traceability system of the Rainforest Alliance/UTZ, including: quick start guides, instruction videos, training webinars, checklists and templates. 

MultiTrace is currently being used in the Hazelnut program by both members and certification bodies. MultiTrace is now available for the Coffee program!


Getting Certified


Licenses for the Coffee and Hazelnut program are requested through MultiTrace. 

If it is determined that you need an audit, this audit needs to be scheduled in MultiTrace. Please get in touch with your Certification Body to schedule the audit in the system and request your license. 

If you are audit exempted please contact our Member Support team at membersupport@utz.org. 

Instructions using the functionalities in MultiTrace are shown in this guidance. 

Please use the table of contents on the right side to navigate through the manual.

You can also save and share this e-page with your colleagues by clicking on 'Print book' under the section Administration on the right side. 


guide_logoQuick Start Guides:               


video_logoInstruction Videos:


Activity
Link to video
Registration - Create an account Registration - Create an account
Registration - Add your product Registration - Add your product
Audits - Accept an Audit Audits - Accept an Audit
Audits - Prepare for an audit Audits - Prepare for an audit
Audits - Group Member Registry form Audits - Group Member Registry form
Audits - Self Assessment Producer Audits - Self Assessment Producer
Audits - Self Assessment Supply Chain Actor Audits - Self Assessment SCA
Transactions - Report Sell Transactions - Report Sell
Transactions - Report Conversion Transactions - Report Conversion
Transactions - Redeem Volume Transactions - Redeem Volume
Transactions - Remove Volume Transactions - Remove Volume
Please note: screens might slightly change depending on the Certificate Holder type and used commodity.


 Webinar recordings:


guide_logoFollow the E-learning to learn how to use MultiTrace


guide_logoDownloaD SEALS

Cexcellogohecklists and templates:

1.1. What is MultiTrace?

MultiTrace is a future proof traceability system facilitating our members’ growing demand for credible certified farm data. It supports a new and improved way of working between the Rainforest Alliance and certification bodies, farmers and companies which will ensure better data quality, accessibility and transparency. 

MultiTrace lays the foundation for future innovations. In our new vision of certification, the data flow starts at the farmer and in time, this should come to include the smallholder farmer. The future ability to access farmer data and tap into other data sources will create a more holistic view of the supply chain. This will give us all better insights to act upon, so that together we can contribute to a world where people and nature thrive in harmony.


Why is traceability important?

The purpose of MultiTrace is to safeguard the traceability of certified products throughout the supply chain and to enable certification and licensing.

Reporting purchases, sales and processing activities of certified products is a requirement of the certification standard. 


Frequency

It is required to update your trading stock at least once every three months. To keep a better and clearer overview of your available volumes and open transactions, we recommend you to update your Trading & Stock more frequently.

It is very important to perform transactions so your buyer has the purchased volumes available for their own processing/trading activities in MultiTrace.

The use of the traceability system will be checked during your (surprise) audit, and when done correctly, it will avoid non-conformities. 


1.2. Do I need to register?


Existing UTZ member

If you are already a member of the (pre-merger UTZ) program, you will not need to register in MultiTrace. Your existing GIP account data and volumes will be migrated to MultiTrace. 

Please note that farmer lists (for producing group members) will not be migrated. 

New log in data

MultiTrace is not accessible with your existing GIP (Good Inside Portal) credentials. Users are migrated to MultiTrace with their associated email address. For security reasons a new password will be generated and sent via email to you, which you then can amend after your first login to MultiTrace.


New member

If you want to join the RA/UTZ Coffee or Hazelnut program, you need to register in MultiTrace. Only after you are registered and have obtained a valid license, you are allowed to buy and sell RA/UTZ certified products. Please see chapter 3 "Registration" if you need to register your company in MultiTrace.

Please contact our Member Support team at membersupport@utz.org in case you have questions about certification or using the RA or UTZ label.  

If your company was already registered by one of your colleagues, you do not need to register your company again. The administrator of the account can add you as a new user under the Users tab in their profile. Please see chapter 4.1 "Add Users".


Supply chain activities and registration



1.3. Do I need to get certified?

All producers and producer groups need to comply with the Core Code of Conduct (Code) and a commodity specific module. These are a set of requirements that cover better farming methods and working conditions as well as better care for nature and next generations.

A certification against the Chain of Custody Standard is required for all supply chain actors who comply with the criteria mentioned in the section below. 


Producers / producer groups 

All producers / producer groups who sell their own product as RA/UTZ certified need to be certified against the Code of Conduct. 

Producers / producer groups need to be (also) certified against the Chain of Custody if they: 

  • Perform physical handling activities not included in the Code* , and/or 
  • Purchase RA/UTZ certified product from one or more other RA/UTZ certified members and fulfill all of the three criteria for ChoC certification explained below.

Supply Chain Actors

SCAs need to be certified against the ChoC if they fulfill all of the following three criteria:

  1. Take legal ownership of RA/UTZ certified product
  2. Physically handle RA/UTZ certified product: all activities carried out (by the SCA itself or a subcontractor) on un-bagged, un-packaged, or un-sealed products are considered physical handling activities. The product annex of the ChoC provides a list of the activities considered as physical handling for the specific product.
  3. Make product claims about RA/UTZ: A product claim is any on-pack or off-pack communication, with or without the use of the RA/UTZ logo, that makes a direct or indirect reference to RA/UTZ, and that is in relation to the offering or selling of a product. This includes any general reference to the sustainable or responsible sourcing of a product based on RA/UTZ origin. RA/UTZ reserves the right to take the final decision on whether or not something is considered a product claim.

Please see chapter 3.5 Product Claim for more information. 


Even if all three points apply, there are still a few scenarios where you can be exempted from a certification audit. Besides traders of finished products, also audit exempted members need to receive a license.

Please consult the Join UTZ Page to see if you need to get certified and need an audit or have a look at the Certification Protocol (Chapter 2. Certification Process) on the website.

In case you have any questions, please do not hesitate to contact us at membersupport@utz.org.


* Included in the Code are all physical handling activities up to and including:

Coffee: production of green coffee

Hazelnut: production of hazelnut kernel


Certification in MultiTrace

For certified members, the CB requests a license through MultiTrace, as part of the certification process (described in the Certification Protocol). See chapter 5. Audit Preparation to see how to start the licensing procedure. 

For members who are not certified (e.g. Small Volume SCAs and SCAs who do not claim or physically handle RA/UTZ product), the license is issued by MultiTrace based on the entered information such as traded volume. Contact the Member Support Team after completion of the required Chain of Custody Audit Exemption E-course to get your license activated.

Chain of Custody Audit Exemption E-course - Coffee

Chain of Custody Audit Exemption E-course - Hazelnut



1.4. How do I get access to MultiTrace?

You get access to MultiTrace by navigating to https://portal.utz.org/

Your user name is the email address that you provided when registering on MultiTrace. Please note that you cannot log in with your existing GIP (Good Inside Portal) credentials. 

Pre-merger UTZ Coffee members are migrated to MultiTrace with their associated email address. For security reasons a new password will be generated for you, that will be sent via email, which you then can amend after your first login to MultiTrace.

If your company was already registered by one of your colleagues, you do not need to register your company again. The administrator of the account can add you as a new user under the Users tab in their profile.


2. Password reset

If you forgot your password, please click on ‘forgot password’ in the login page to request a password reset.

Please send an email to techsupport@utz.org in case you have trouble getting a new password.





3. Registration

To register on MultiTrace please navigate to https://portal.utz.org/ and click on Register. After providing your email address and company name, an activation link is sent to the provided email address. By clicking on this activation link you can choose your own password. Please check your inbox or spam folder for the activation link.

 

setup_logo

 Quick setup of your company account

Have a look at the Quick Start guides in the first chapter "1. Introduction - Quick Start ".


1  Add a commodity

The first step after completing the registration on MultiTrace is to add a commodity to your registered company account. Please see chapter 4.4 "Manage commodities" to see how to add a commodity. 

After having added a commodity, please see if your company activities are registered and complete. You can see how to manage your company activities in chapter 4.5 "Update activities". Please see chapter 4.5 "Update activities" if you are already registered and want to update your company activities.

2  Add colleague users to your company account

To add more users to your company account in MultiTrace please see chapter 4.1 "Add users".

3  Company hierarchy

To link a daughter or parent company to your account please add the hierarchy information. See chapter 3.1 "Hierarchy" for details. 


Please use the table of contents on the right side to navigate through the content.


3.1 Hierarchy
3.2 Subcontractor / Intermediary
3.3 Warehousing & Mandated Warehouses
3.4 Add sites
3.5 Traceability level
3.6 Product claim
3.7 Audit exemption
3.8 Fee Types & Finance


account_setup 

3.1. Hierarchy

The hierarchy indicates the parent-daughter relationship your company might have. That hierarchical relation has an effect on the fees and the payment structure. Membership fee is not applicable for Coffee.

In general, the parent company receives the invoice for the combined membership fee for all companies in this structure.

In the rare case that not the mother, but the daughter company should receive all invoices, the billing address can be adjusted under the account of the mother company in MultiTrace. Please note that all invoices issued to all daughter companies in the hierarchy will be sent to the mother companies' billing address.

To change the billing address, please see chapter 4.3 "Change address".


I've added or removed a parent or daughter company: when will the fees change?

If the parent or daughter company is added within 4 weeks after registration, the membership fee will be adjusted before invoicing.

If the parent or daughter company is added after 4 weeks, the membership fee will be charged to the paying company from the following year onward. Program fee (if applicable) will be invoiced to the new paying company from the coming month onward.



3.2. Subcontractor / Intermediary

subcontractor is a separate company that is contracted to perform activities for your company, e.g. slicing. Typically they do not own the RA/UTZ certified product. A contract or agreement exists, in which the activities, conditions and relation between your company and the subcontractor have been specified.

An intermediary is a party that buys and sells your company products for you. A contract or agreement exists, in which the activities, conditions and relation between your company and the intermediary have been specified.

site is the physical location where the activities of your company or those of your subcontractor are performed. A site may involve multiple farms.

Please see the chapter about Warehousing if you store your products at a location or if you are a warehousing location that gets products delivered.

To add a site, subcontractor or intermediary, click on the license number of the license that has the status "in preparation". 

Please see the chapter about Warehousing if you store your products at a location or if you are a warehousing location that gets products delivered.

Please make sure to have all your sites and subcontractors added in MultiTrace. 

If you want to add an intermediary to your Code of Conduct license, please make sure to have the Trade Business to Business activity in your license activities.




3.3. Warehousing & Mandated Warehouses

Warehousing & Mandated Warehouses

Warehouses support producers in keeping their stocks safe, keeping the qualities and streaming the product to their buyers and final destinations. A warehouse can have a stock position (in consignment) which isn't owned by that warehouse. A mandated warehouse can report activities on behalf of a producer/supply chain actor, only for positions that are stored in that warehouse and as long as that warehouse has an active license.

To see how to use the stock activities in MultiTrace, please see the chapter Trading & Stock.

To be able to use Trading & Stock, please make sure you register your activities correctly. A mandated warehouse needs to have their own registered account in MultiTrace to be able to enter activities on behalf of the owner of the product. Please see chapter 3 “Registration” to see how to register your warehouse. If the warehouse is indicated as a subcontractor in the scope of the owner, the owner is responsible for reporting in MultiTrace.


Warehousing and registered activities in MultiTrace

When registering in MultiTrace you are asked to indicate your activities. If an activity is missing in your account or you want to update your activities due to an incorrect selection during registration, please see chapter 4.5 Update your activities. A warehouse can have the activity warehousing only or can have multiple activities. The following activities can apply to warehousing:

  • Warehousing
  • Dry Processing
  • Wet Processing
  • Milling
  • Monsooning
  • Packing
  • Import/Export
  • Trade Business to Business


The Warehousing Process

 Once a producer or supply chain actor sends the (unsorted) tea to the warehouse, the warehouse weights and proceeds with one of the following:

1)     The warehouse delivers the tea to the buyer the way it was received. This happens with or without physical change.

2)     The owner of the product asks the warehouse to prepare/machinate the product (sorting, grading, blending and/or packing).

The preparation and delivery can only happen under an order of the owner of the product. A warehouse that also trades, can buy the product of the owner and carry out the activities that are in their license scope.

3.4. Add sites

A site is the physical location where the activities of your company or those of your subcontractor are performed. A site may involve multiple farms.

To add a site click on the license number of the license that has the status "in preparation". 

Please make sure to have all your sites added in MultiTrace. 

add 

3.5. Traceability level

A program level describes the product’s traceability level. RA/UTZ offers the following program/traceability levels:

Identity Preserved (IP): The identity of a certified producer/producer group is maintained along the supply chain. The product can be traced all the way back to the producer/producer group that it originates from.
A variation of the IP traceability level is Mixed Identity Preserved (MixIP). Under this level, the product from multiple producers/producer groups is mixed, but can be traced back to this group of producers/producer groups. Requirements which apply to the IP traceability level also apply to MixIP.

Segregated (SG): RA/UTZ certified product from different producers/producer groups is mixed. The product is guaranteed to be produced by RA/UTZ certified producers/producer groups, however the identity of the specific producers is lost.

Mass Balance (MB): Administrative traceability of a certified product. Mass balance traceability allows a proportion of the outputs of an SCA to be sold with an RA/UTZ Certified MB claim, corresponding to the quantity of RA/UTZ certified inputs (and considering the conversion rates). MB is the lowest program level.

Please note that only program levels that you are certified/licensed for will be available in your account in the traceability system. In addition, not every program level is available for every product. Please contact RA/UTZ if you want to learn more about the programs’ rules at: certification@utz.org if you are a certification body, or membersupport@utz.org if you are a member.



3.6. Product claim

You are making a product claim when you are selling products as Rainforest Alliance/UTZ certified to your buyer. For example:

  • You indicate that the product you are selling is Rainforest Alliance/UTZ certified on your documentation (invoice, shipping documents…)
  • You sell the product with the Rainforest Alliance/UTZ claim and logo on-pack
  • You communicate online that you source Rainforest Alliance/UTZ certified products

Please note that if you indicate that you are not making a product claim, you will not be allowed to sell the product onward as Rainforest Alliance/UTZ certified or submit labeling approval requests.

Contact our member support team if you have questions about using the Rainforest Alliance or UTZ Certified label or see the website

You can change the information for a license that has the status "in preparation". Please go to your Licenses tab and click on the license code of your license that is in preparation. Click on the tab "Activities & Certificate Holder Type" and update your license scope.

Update activities



3.7. Audit exemption

When you are exempted from an audit, the responsible person for RA/UTZ in your company's MultiTrace account is obliged to follow an e-course.

According to the information indicated during the registration process, it will be defined if you need to be audited or not. Even if audit exempted, you can still select to receive a voluntary audit.

  

If you are audit exempted you will need to follow an e-course on the UAO.

Please notify our Member Support Team at membersupport@utz.org after you have followed the Audit Exemption e-course, by sending a screenshot of the screen with the badge after having finished the course.  

Chain of Custody Audit Exemption E-course - Coffee

Chain of Custody Audit Exemption E-course - Hazelnut

3.8. Deregister

You can deregister a commodity if you are no longer producing or trading that product or you can deregister your MultiTrace company account. 

Note: If you want to remove a user from your account please see chapter 4.

To remove a commodity or deregister your MultiTrace company account, go to Deregister in Quick Actions. See if you have any pending transactions. It is not possible to deregister while there are unconfirmed transactions.

Select the commodity you want to deregister. If you select all, your entire company account will be deregistered.

In case you have deregistered your account by accident, or you want to join the certification program again, please contact us as to reactivate your account.

4. Fee Types & Finance

The Finance tab in MultiTrace shows the membership fee and program fee per commodity and displays an overview of the invoices. This overview does not include a payment history.

Each commodity has one currency (currently in Euro or Dollar).

Credit Notes are shown as negative invoices (negative amount due to e.g. a reversal of a trade that contained program fee). Credit Notes that are issued outside of MultiTrace are not displayed here.

Please find below an overview of program related payments indicated per commodity and fee type.


Fee_Overview

Click here to download image.


To get the correct information processed on invoices it is important to check your account on the following:

  • Volumes: Please make sure you have entered the correct amount of (traded) volumes in the Commodities tab.
  • Hierarchy: In case multiple companies belong to the same group and are registered within the program, the membership fee will be charged only once. The membership fee is invoiced based on their combined volumes.

Please indicate the parent company in case your company is a daughter company. If the parent or daughter company is added within 4 weeks after registration, the membership fee will be adjusted before invoicing.

If the parent or daughter company is added after 4 weeks, the membership fee will be charged to the paying company from the following year onward. Program fee (if applicable) will be invoiced to the new paying company from the coming month onward.

  • Billing information: Please make sure you enter the billing contact person, billing address, email address, phone number and VAT number (mandatory for clients in NL and EU) in your company profile.

For more information about membership fee, program fee or premium contact our Member Support team at membersupport@utz.org


I've added or removed a parent or daughter company: when will the fees change?

If the parent or daughter company is added within 4 weeks after registration, the membership fee will be adjusted before invoicing.

If the parent or daughter company is added after 4 weeks, the membership fee will be charged to the paying company from the following year onward. Program fee (if applicable) will be invoiced to the new paying company from the coming month onward.


To change the entered volumes please see 4.4 Manage Commodities.

4.1. Invoice Reassignment


MultiTrace now has the possibility for Certificate Holders to assign the Participation Royalty/Program fee to subsequent suppliers/purchasers in the supply chain dealing with Certified Products for Coffee. 

This update for Invoice Reassignment is available and usable for Coffee Certificate Holders and Registered actors in MultiTrace. 

The instructions below act as a Guidance on how the Invoice Reassignment process can be triggered and worked upon. 

TYPES OF INVOICE REASSIGNMENT 

Currently there are three types of Invoice Re-assignment options available namely: 

 

  • Seller Reassignment (The Participation Royalty/Program Fee will be reassigned to the Supplier – this is applicable for members who have a Trade done between them in MTT) 

 

Actors Involved: 

 

Shape 

 

Text BoxText Box 

 

  • Buyer Reassignment (The Participation is reassigned to any Buyer who purchases Certified Coffee from you) 

 

Actors Involved: 

Shape 

 

 

Text BoxText Box 

 

 

Shape 

NoteIn the Buyer Reassignment it is understood that the Supplier has already paid the Participation Royalty/Program Fee once. 


  • Full Reassignment (The Participation Royalty/Program Fee charged can be reassigned to any member listed in the MultiTrace system) 

 Actors Involved: 

   Shape 

 

 

Text BoxText Box 

 

Shape 

NoteAs of January 2021, the invoicing of the participation royalty/program fee has shifted from the packers/roasters to the first buyer (outside origin country of the Supplier) 

FEE REASSIGNMENT FLOW 

Invoice reassignment 

INVOICE REASSIGNMENT PROCESS 

Members can access/setup the Invoice Reassignment toll from the Finance Tab in MultiTrace. 

 

1st buyer 

 

To set up a Reassignment you need to click on the Active button under the Reassignments Section and the system will give you the option to process a New Reassignment Request. 

 

Reassignment 


Please add the required Mandatory details in the Window which pops-up: 

 

Text BoxShape 

 Once the Reassignment Agreement is added the Member Reassigned to, needs to confirm the process (until the confirmation is not done from the Reassigned Member, the Agreement will be in Pending Status) 

 

Reassignment requested 

 

You can withdraw the Agreement as well if required! 

Simultaneously the member with whom the Reassignment Agreement has been made will receive the request to Accept/Reject the Agreement. 

Fees 

 

Once accepted the Reassigned Member also has the option to Revoke the Agreement: 

Revoke 

 

REQUESTS OVERVIEW 

There is a Requests Overview available for all accounts now under the Finance section to review the Requests connected to the Invoice Reassignments. 

Requests raised Requests Raised: Shows the Pending and Active Invoice Reassignments processed by the Account. 


 Note: This section is only for the accounts who have logged the agreement for reassignment with another account. 


 Requests ReceivedShows the Pending and Active Invoice Reassignments received by the account to confirm. 

 

Note: This section is only for the accounts who have received the agreement for reassignment from another account. 

 

INVOICING MECHANISM 

The invoicing cycle for pre-merger UTZ Coffee is done monthly. 

 

The system calculates the applicable charged participation royalty/program fee over the month and bills it accordingly at the end of the month. 

 

When an account has selected any of the Invoice Reassignment types in MultiTrace, the Invoice lines are debited and then accordingly credited. 

 

Example: 

Invoicing mechanism 

 

In the screenshot above account 1st Buyer has reassigned the fee to its supplier due to which in the Invoice line you can see a Debit and Credit line (accordingly a debit line will be created for the reassigned member) 


4.2. Invoice resassignment FAQs

FAQ’S 

Q - Can I back date the Invoice Reassignment Agreement?

A – The agreement can only be started from the present day (it cannot be back dated). 

 

Q  Will the Reassignment direct the entire Invoice charge to the Reassigned Party? 

A – The charge will be made to the Reassigned Party from when the Reassignment Agreement has been Confirmed. 

 Example - In case if the Reassignment has been Confirmed mid-month, then the invoiced amount to the Reassigned Party will be from the date confirmed. 

 

Q – In the Buyer Reassignment can the Reassigned Party be any member in the Chain? 

 A - No, the Reassigned party can only be the Buyer who purchases directly from the charged 1st Buyer for Coffee Participation Royalty/Program Fee. 

 

Q – For how long is the Reassignment valid? 

 A – It is valid until the Agreement has been Withdrawn or Revoked 

 

Q  Do I need to be licensed to have Invoice reassigned to me? 

 A – Buyer and Seller reassignments need to be done between Licensed members; Full reassignment can be managed towards a registered member as well. 

 

Q – Is the Invoice Reassignment available for Tea or other Crops? 

 A – Currently it is only available for Pre-Merger UTZ Coffee Members. 

 

In case if you have any further queries/questions please contact customersuccess@ra.org


5. Manage your settings

Please use the table of contents on the right side to navigate through the content. 

4.1 Add users
4.2 Assign roles to users
4.3 Change address
4.4 Manage commodities
4.5 Maintain trade partners
4.6 Update activities
4.7 Language settings
4.8 Stock Settings



5.1. Add users

Only administrator users can add a new user by clicking ‘+Add User’ under the Users tab in their profile. Please note: you do not need to register your company again if your company has already been registered by your colleague(s) before. This will create duplicates.

You can add the person by filling in their details. When you, as the Administrator, add a USER to the account, you will need to inform the added person about the following:

  • username
  • password that you created for the new user

Afterwards the new user can change their password.

Do not forget to assign the correct role once you added a new user!

add_user user_role

5.2. Assign roles to users

User roles allow you to manage the permissions that different users have in MultiTrace. A user can have the following user roles:

  • Administrator: this role allows a user to add members, change roles, change information, contact CBs or Members, and upload or fill in required information;
  • Finance: this role allows a user to change financial information;
  • Member: this role allows a user to only view information, but not modify anything.

user_role 

5.3. Change address

To change information as your visiting address, mailing address or billing address, please go to your Profile tab and click on the icons on the right to update. 

Fill in or update the fields and click on the save icon on the top right. 

You will get a notification popup that the changes are saved. 



5.4. Manage commodities

To add a new commodity to your MultiTrace account or manage your current commodity settings please use the tab Commodities. 

To edit the volumes please click on the menu icon on the right of "General Information".

Click on Add commodity to enter a new commodity and proceed by filling in the required fields. 

Certificate Holder Type

Based on the information that you provided during registration, or when adding a new commodity to your account, it will be determined if an audit is needed. 

Please indicate the Certificate Holder Type (Individual Farm, Multi-Site (with or without out growers), Group or Multi Group for producing members and/or if your company is a Multi-Site or Independent Company).

Select and save the Certificate Holder Type. The system will automatically create a license that is in preparation.

Clicking on the License ID number or navigating to the Licenses tab and selecting the license that is in preparation will lead to the license details.