[{"data":1,"prerenderedAt":645},["ShallowReactive",2],{"docs-navigation":3,"site-settings":339,"docs-\u002Ffor-organizations\u002Fsettings-and-audit\u002F":374,"docs-surround-\u002Ffor-organizations\u002Fsettings-and-audit\u002F":643},[4,32,65,103,124,158,230,263,295,317],{"title":5,"path":6,"stem":7,"children":8},"Getting Started","\u002Fgetting-started","01.getting-started",[9,14,20,26],{"title":10,"path":6,"stem":11,"description":12,"icon":13},"Getting started","01.getting-started\u002Findex","Create your account, set up your pathway, and learn your way around the dashboard.","ph:rocket-launch-duotone",{"title":15,"path":16,"stem":17,"description":18,"icon":19},"Create your account","\u002Fgetting-started\u002Fcreate-your-account","01.getting-started\u002F1.create-your-account","Sign up for Licentio and sign back in, with or without a password.","ph:user-plus-duotone",{"title":21,"path":22,"stem":23,"description":24,"icon":25},"Set up your pathway","\u002Fgetting-started\u002Fset-up-your-pathway","01.getting-started\u002F2.set-up-your-pathway","Tell Licentio your license type, degree date, and registration so it applies the right BBS rules.","ph:signpost-duotone",{"title":27,"path":28,"stem":29,"description":30,"icon":31},"Your dashboard","\u002Fgetting-started\u002Fyour-dashboard","01.getting-started\u002F3.your-dashboard","Take a tour of the Licentio home screen and learn what each card is telling you.","ph:squares-four-duotone",{"title":33,"path":34,"stem":35,"children":36},"Logging Hours","\u002Flogging-hours","02.logging-hours",[37,42,47,53,59],{"title":38,"path":34,"stem":39,"description":40,"icon":41},"Logging your hours","02.logging-hours\u002Findex","Record supervised experience accurately, in the format the BBS expects.","ph:pencil-simple-line-duotone",{"title":43,"path":44,"stem":45,"description":46,"icon":41},"Log your hours","\u002Flogging-hours\u002Flog-your-hours","02.logging-hours\u002F1.log-your-hours","Record supervision sessions a day or a week at a time, with the right supervisor, category, and workplace.",{"title":48,"path":49,"stem":50,"description":51,"icon":52},"Categories","\u002Flogging-hours\u002Fcategories","02.logging-hours\u002F2.categories","Learn what each supervision category means and why choosing the right one matters.","ph:tag-duotone",{"title":54,"path":55,"stem":56,"description":57,"icon":58},"Edit or delete","\u002Flogging-hours\u002Fedit-or-delete","02.logging-hours\u002F3.edit-or-delete","Fix a mistake in a logged event, and understand what changes mean for your record.","ph:pencil-duotone",{"title":60,"path":61,"stem":62,"description":63,"icon":64},"Import existing hours","\u002Flogging-hours\u002Fimport-existing-hours","02.logging-hours\u002F4.import-existing-hours","Bring hours you tracked in another tool into Licentio.","ph:upload-simple-duotone",{"title":66,"path":67,"stem":68,"children":69},"Progress And Compliance","\u002Fprogress-and-compliance","03.progress-and-compliance",[70,75,80,86,92,97],{"title":71,"path":67,"stem":72,"description":73,"icon":74},"Progress","03.progress-and-compliance\u002Findex","See where you stand against your pathway's requirements and fix anything that needs attention.","ph:chart-line-up-duotone",{"title":76,"path":77,"stem":78,"description":79,"icon":74},"Your progress","\u002Fprogress-and-compliance\u002Fyour-progress","03.progress-and-compliance\u002F1.your-progress","Read your totals, your projected completion, and where each category stands.",{"title":81,"path":82,"stem":83,"description":84,"icon":85},"Requirements","\u002Fprogress-and-compliance\u002Frequirements","03.progress-and-compliance\u002F2.requirements","See the official BBS requirements for your pathway, with your progress on every row.","ph:list-checks-duotone",{"title":87,"path":88,"stem":89,"description":90,"icon":91},"Validation","\u002Fprogress-and-compliance\u002Fvalidation","03.progress-and-compliance\u002F3.validation","Check whether your experience is ready for the BBS, and resolve anything that isn't.","ph:shield-check-duotone",{"title":93,"path":94,"stem":95,"description":96,"icon":25},"Your pathway","\u002Fprogress-and-compliance\u002Fyour-pathway","03.progress-and-compliance\u002F4.your-pathway","Review your license type, registrations, 90-day rule dates, and the coursework and exams that go with them.",{"title":98,"path":99,"stem":100,"description":101,"icon":102},"Correct or renew","\u002Fprogress-and-compliance\u002Fchange-your-pathway","03.progress-and-compliance\u002F5.change-your-pathway","Fix a registration detail you entered wrong, or record a renewed or subsequent registration the BBS issued.","ph:arrows-clockwise-duotone",{"title":104,"path":105,"stem":106,"children":107},"Supervision","\u002Fsupervision","04.supervision",[108,113,118],{"title":109,"path":105,"stem":110,"description":111,"icon":112},"Your supervisor","04.supervision\u002Findex","Connect your supervisor, set how approvals work, and keep your hours signed off.","ph:users-three-duotone",{"title":114,"path":115,"stem":116,"description":117,"icon":19},"Add a supervisor","\u002Fsupervision\u002Fadd-a-supervisor","04.supervision\u002F1.add-a-supervisor","Invite your supervisor, complete the BBS Supervision Agreement together in Licentio, and manage the relationship over time.",{"title":119,"path":120,"stem":121,"description":122,"icon":123},"Getting sign-off","\u002Fsupervision\u002Fgetting-hours-signed-off","04.supervision\u002F2.getting-hours-signed-off","See how logged hours move through approval, weekly sign-off, and the final attestation, and what each one is for.","ph:signature-duotone",{"title":125,"path":126,"stem":127,"children":128},"For Supervisors","\u002Ffor-supervisors","05.for-supervisors",[129,134,140,146,152],{"title":130,"path":126,"stem":131,"description":132,"icon":133},"For supervisors","05.for-supervisors\u002Findex","Review and approve your supervisees' hours and keep your supervisor credential current.","ph:user-circle-check-duotone",{"title":135,"path":136,"stem":137,"description":138,"icon":139},"Supervisor dashboard","\u002Ffor-supervisors\u002Fsupervisor-dashboard","05.for-supervisors\u002F1.supervisor-dashboard","See what a supervisor's workspace shows, and how to get set up to review hours.","ph:gauge-duotone",{"title":141,"path":142,"stem":143,"description":144,"icon":145},"Review & approve","\u002Ffor-supervisors\u002Freview-and-approve","05.for-supervisors\u002F2.review-and-approve","Work through your approval queue, set your review cadence, and understand what you're attesting to.","ph:check-square-offset-duotone",{"title":147,"path":148,"stem":149,"description":150,"icon":151},"Weekly sign-off","\u002Ffor-supervisors\u002Fweekly-sign-off","05.for-supervisors\u002F3.weekly-sign-off","Sign the weeks of approved hours your supervisees keep for their BBS records, from your Weekly sign-off page or the reminder email.","ph:calendar-check-duotone",{"title":153,"path":154,"stem":155,"description":156,"icon":157},"Your credential","\u002Ffor-supervisors\u002Fyour-credential","05.for-supervisors\u002F4.your-credential","Record the licenses that authorize you to supervise, and keep them current.","ph:identification-badge-duotone",{"title":159,"path":160,"stem":161,"children":162},"For Organizations","\u002Ffor-organizations","06.for-organizations",[163,168,173,179,185,191,196,202,207,212,218,224],{"title":164,"path":160,"stem":165,"description":166,"icon":167},"For organizations","06.for-organizations\u002Findex","Set up an organization workspace, invite your team, connect supervision, and oversee licensure progress across your associates.","ph:buildings-duotone",{"title":169,"path":170,"stem":171,"description":172,"icon":167},"Create an organization","\u002Ffor-organizations\u002Fcreate-your-organization","06.for-organizations\u002F01.create-your-organization","Start an organization workspace for your clinic, agency, or training program, and begin your 30-day trial.",{"title":174,"path":175,"stem":176,"description":177,"icon":178},"Workspaces","\u002Ffor-organizations\u002Fworkspaces","06.for-organizations\u002F02.workspaces","Understand the Independent workspace and organization workspaces, switch between them, and manage which ones you belong to.","ph:user-switch-duotone",{"title":180,"path":181,"stem":182,"description":183,"icon":184},"Joining an organization","\u002Ffor-organizations\u002Fjoining-an-organization","06.for-organizations\u002F03.joining-an-organization","Accept an organization's invitation, understand what your organization can and cannot see about your hours, and leave when a placement ends.","ph:door-open-duotone",{"title":186,"path":187,"stem":188,"description":189,"icon":190},"Roles","\u002Ffor-organizations\u002Froles","06.for-organizations\u002F04.roles","Learn what each of the seven organization roles can see and do, and where the line on clinical detail sits.","ph:identification-card-duotone",{"title":192,"path":193,"stem":194,"description":195,"icon":19},"Members","\u002Ffor-organizations\u002Fmembers","06.for-organizations\u002F05.members","Invite people to your organization, change roles, remove members, and understand which memberships count as billable seats.",{"title":197,"path":198,"stem":199,"description":200,"icon":201},"Connect supervision","\u002Ffor-organizations\u002Fconnect-supervision","06.for-organizations\u002F06.connect-supervision","Link supervisor and associate pairs to your organization so the hours logged under them appear in your records, and choose the date visibility begins.","ph:link-duotone",{"title":203,"path":204,"stem":205,"description":206,"icon":74},"Team progress","\u002Ffor-organizations\u002Fteam-progress","06.for-organizations\u002F07.team-progress","Read your organization dashboard, act on what needs attention, and see where every associate stands toward licensure.",{"title":208,"path":209,"stem":210,"description":211,"icon":112},"Supervisors & events","\u002Ffor-organizations\u002Fsupervisor-workload","06.for-organizations\u002F08.supervisor-workload","See each supervisor's caseload against the cap, their pending approvals and unsigned weeks, and the ledger of every session your organization can see.",{"title":213,"path":214,"stem":215,"description":216,"icon":217},"Reports and exports","\u002Ffor-organizations\u002Freports-and-exports","06.for-organizations\u002F09.reports-and-exports","Download the team compliance report and export associate progress, supervisor workload, and session records as CSV or JSON.","ph:file-csv-duotone",{"title":219,"path":220,"stem":221,"description":222,"icon":223},"Billing","\u002Ffor-organizations\u002Fbilling","06.for-organizations\u002F10.billing","Understand the organization trial, what a billable seat is, how monthly and annual plans charge for seats, and how to manage or cancel your plan.","ph:credit-card-duotone",{"title":225,"path":226,"stem":227,"description":228,"icon":229},"Settings & audit","\u002Ffor-organizations\u002Fsettings-and-audit","06.for-organizations\u002F11.settings-and-audit","Rename your organization, set the billing contact and default approval workflow, and read the record of membership, billing, and organization changes.","ph:gear-six-duotone",{"title":231,"path":232,"stem":233,"children":234},"Reports And Export","\u002Freports-and-export","07.reports-and-export",[235,240,246,252,257],{"title":236,"path":232,"stem":237,"description":238,"icon":239},"Reports and export","07.reports-and-export\u002Findex","Generate the Experience Verification you submit to the BBS, the hours logs that back it up, a progress report, and a raw export of your data.","ph:file-text-duotone",{"title":241,"path":242,"stem":243,"description":244,"icon":245},"Progress report","\u002Freports-and-export\u002Fprogress-report","07.reports-and-export\u002F1.progress-report","Generate a working snapshot of your totals, categories, and projected completion.","ph:chart-donut-duotone",{"title":247,"path":248,"stem":249,"description":250,"icon":251},"Experience Verification","\u002Freports-and-export\u002Fexperience-verification","07.reports-and-export\u002F2.experience-verification","Fill the official BBS Experience Verification with your approved hours and send it to your supervisor to sign electronically.","ph:seal-check-duotone",{"title":253,"path":254,"stem":255,"description":256,"icon":239},"Hours logs","\u002Freports-and-export\u002Fhours-logs","07.reports-and-export\u002F3.hours-logs","Download your Detailed Hours Log and Weekly Log, the records that back up your Experience Verification.",{"title":258,"path":259,"stem":260,"description":261,"icon":262},"Export your data","\u002Freports-and-export\u002Fexport-your-data","07.reports-and-export\u002F4.export-your-data","Download your event log as CSV or JSON, filtered however you like.","ph:download-simple-duotone",{"title":264,"path":265,"stem":266,"children":267},"Account And Billing","\u002Faccount-and-billing","08.account-and-billing",[268,272,278,284,290],{"title":269,"path":265,"stem":270,"description":271,"icon":229},"Account and billing","08.account-and-billing\u002Findex","Manage your profile, sign-in, notifications, and your Licentio subscription.",{"title":273,"path":274,"stem":275,"description":276,"icon":277},"Your profile","\u002Faccount-and-billing\u002Fyour-profile","08.account-and-billing\u002F1.your-profile","Update your display name, review your licensure setup, and find your archived record.","ph:user-circle-duotone",{"title":279,"path":280,"stem":281,"description":282,"icon":283},"Sign-in and security","\u002Faccount-and-billing\u002Fsign-in-and-security","08.account-and-billing\u002F2.sign-in-and-security","Manage your password, linked sign-in methods, and where you're signed in.","ph:lock-key-duotone",{"title":285,"path":286,"stem":287,"description":288,"icon":289},"Notifications","\u002Faccount-and-billing\u002Fnotifications-and-privacy","08.account-and-billing\u002F3.notifications-and-privacy","Choose which emails you receive, and export or delete your data.","ph:sliders-duotone",{"title":291,"path":292,"stem":293,"description":294,"icon":223},"Trial & subscription","\u002Faccount-and-billing\u002Ftrial-and-subscription","08.account-and-billing\u002F4.trial-and-subscription","Understand how the free trial works, add a payment method, and manage or cancel billing.",{"title":296,"path":297,"stem":298,"children":299},"Emails And Notifications","\u002Femails-and-notifications","09.emails-and-notifications",[300,305,311],{"title":301,"path":297,"stem":302,"description":303,"icon":304},"Emails","09.emails-and-notifications\u002Findex","Understand every message Licentio sends, why you got it, and what the links inside do.","ph:envelope-simple-duotone",{"title":306,"path":307,"stem":308,"description":309,"icon":310},"Emails you'll receive","\u002Femails-and-notifications\u002Femails-you-receive","09.emails-and-notifications\u002F1.emails-you-receive","See every transactional email Licentio sends, grouped by what it's about.","ph:envelope-simple-open-duotone",{"title":312,"path":313,"stem":314,"description":315,"icon":316},"Approve from email","\u002Femails-and-notifications\u002Femail-actions","09.emails-and-notifications\u002F2.email-actions","See how the secure action links in supervisor emails work.","ph:cursor-click-duotone",{"title":318,"path":319,"stem":320,"children":321},"Help","\u002Fhelp","10.help",[322,327,333],{"title":323,"path":319,"stem":324,"description":325,"icon":326},"Help and FAQ","10.help\u002Findex","Find common problems, quick fixes, and answers to the questions associates ask most.","ph:lifebuoy-duotone",{"title":328,"path":329,"stem":330,"description":331,"icon":332},"Troubleshooting","\u002Fhelp\u002Ftroubleshooting","10.help\u002F1.troubleshooting","Fix common problems, from sign-in trouble to hours that won't count.","ph:wrench-duotone",{"title":334,"path":335,"stem":336,"description":337,"icon":338},"FAQ","\u002Fhelp\u002Ffaq","10.help\u002F2.faq","Get straight answers about how Licentio handles BBS rules, your data, and your account.","ph:question-duotone",{"id":340,"extension":341,"footer":342,"header":365,"meta":371,"stem":372,"__hash__":373},"settings\u002Fsettings\u002Fsite.yml","yml",{"copyright":343,"links":348,"social":352},{"holder":344,"rights":347},{"label":345,"href":346},"Kaweah Tech","https:\u002F\u002Fkaweah.tech","All rights reserved.",[349],{"label":350,"href":351},"Website","https:\u002F\u002Flicent.io",[353,357,361],{"ariaLabel":354,"href":355,"icon":356},"Kaweah Tech on LinkedIn","https:\u002F\u002Fwww.linkedin.com\u002Fcompany\u002Fkaweah-tech","ph:linkedin-logo-duotone",{"ariaLabel":358,"href":359,"icon":360},"Licentio on Instagram","https:\u002F\u002Fwww.instagram.com\u002Flicentio.app\u002F","ph:instagram-logo-duotone",{"ariaLabel":362,"href":363,"icon":364},"Licentio on Facebook","https:\u002F\u002Fwww.facebook.com\u002Flicentioapp\u002F","ph:facebook-logo-duotone",{"logoAlt":366,"cta":367,"links":370},"Licentio",{"label":368,"to":369},"Open App","https:\u002F\u002Fapp.licent.io",[],{},"settings\u002Fsite","F0oj4FrPv8pf3nEkyewaF3rf6LkEMtZ58_Ogqa5Jb28",{"id":375,"title":376,"body":377,"description":228,"extension":638,"icon":229,"meta":639,"navigation":640,"path":226,"seo":641,"stem":227,"__hash__":642},"docs\u002F06.for-organizations\u002F11.settings-and-audit.md","Settings and the audit trail",{"type":378,"value":379,"toc":629},"minimark",[380,393,398,408,413,429,434,448,453,487,490,494,525,568,571,575,595,598,609,615,621],[381,382,383,384,388,389,392],"p",{},"Two organization pages round out administration. ",[385,386,387],"strong",{},"Settings"," holds the handful\nof facts about the organization itself; ",[385,390,391],{},"Audit"," is the record of who changed\nwhat.",[394,395,397],"h2",{"id":396},"organization-settings","Organization settings",[381,399,400,401,403,404,407],{},"Open ",[385,402,387],{}," in the organization sidebar (Directors and IT). One form,\nthree groups, and ",[385,405,406],{},"Save changes"," at the bottom:",[381,409,410],{},[385,411,412],{},"Name and address",[414,415,416,423],"ul",{},[417,418,419,422],"li",{},[385,420,421],{},"Organization name"," — what your team sees across the app, and the name on\nyour invoices. Change it any time.",[417,424,425,428],{},[385,426,427],{},"Web address"," — the short address in your organization's URLs, chosen from\nthe name when the organization was created. It's shown but can't be edited, so\nlinks your team has already saved keep working.",[381,430,431],{},[385,432,433],{},"Billing contact",[414,435,436],{},[417,437,438,441,442,447],{},[385,439,440],{},"Contact email"," — where invoices, receipts, and renewal notices go. Leave it\nempty to keep using the address of whoever created the organization. See\n",[443,444,446],"a",{"href":445},"\u002Ffor-organizations\u002Fbilling\u002F","Plans, seats, and billing",".",[381,449,450],{},[385,451,452],{},"Supervision defaults",[414,454,455],{},[417,456,457,460,461,464,465,464,468,464,471,474,475,478,479,482,483,447],{},[385,458,459],{},"Default approval workflow"," — how often supervisors review events for\nsupervision your organization sets up: ",[385,462,463],{},"No organization default",", ",[385,466,467],{},"No\napproval required",[385,469,470],{},"Approve each session",[385,472,473],{},"Approve weekly",", or\n",[385,476,477],{},"Approve monthly",". It applies to supervision created through a proposal on\nthe Supervision page. Supervision already underway keeps the workflow those\ntwo agreed on, and either of them can change it later. See\n",[443,480,197],{"href":481},"\u002Ffor-organizations\u002Fconnect-supervision\u002F"," and\n",[443,484,486],{"href":485},"\u002Ffor-supervisors\u002Freview-and-approve\u002F","Review and approve hours",[381,488,489],{},"There's no archive or delete control here. An organization closes only by\ncancelling its plan from the Billing page, at the end of the paid period.",[394,491,493],{"id":492},"the-audit-trail","The audit trail",[381,495,400,496,498,499,464,502,505,506,509,510,513,514,517,518,521,522,447],{},[385,497,391],{}," in the organization sidebar (Directors and Auditors). It's a\nrecord of membership, billing, and organization changes for your team, newest\nfirst, with ",[385,500,501],{},"When",[385,503,504],{},"Activity",", and ",[385,507,508],{},"Who",". Filter by ",[385,511,512],{},"Category"," (Any,\nExport, Organization, Membership, Billing) and a ",[385,515,516],{},"From","\u002F",[385,519,520],{},"To"," date range, then\n",[385,523,524],{},"Apply",[381,526,527,528,464,531,464,534,464,537,464,540,464,543,464,546,464,549,552,553,556,557,559,560,563,564,567],{},"Each entry is a plain sentence, for example ",[385,529,530],{},"A member was added",[385,532,533],{},"A member's\nrole or permissions changed",[385,535,536],{},"An invitation was resent",[385,538,539],{},"Organization\nsettings changed",[385,541,542],{},"Trial started",[385,544,545],{},"Billing became active",[385,547,548],{},"Billed seat\ncount updated",[385,550,551],{},"Cancellation requested",", or ",[385,554,555],{},"Team data was exported",".\n",[385,558,508],{}," names the member who made the change, or ",[385,561,562],{},"Kaweah Tech support"," or\n",[385,565,566],{},"System"," when it wasn't a member.",[381,569,570],{},"What's not here: session content, hours, or anyone's clinical record. This is the\nadministrative ledger, built so an Auditor can answer \"what happened to the\nrecords\" without seeing what's in them.",[394,572,574],{"id":573},"gotchas","Gotchas",[414,576,577,583,589],{},[417,578,579,582],{},[385,580,581],{},"The web address is permanent."," Choose the organization's name with care at\ncreation; renaming later changes the display name only.",[417,584,585,588],{},[385,586,587],{},"The approval default only reaches new proposals."," Setting it after you've\nconnected supervision doesn't change existing relationships. Ask the\nsupervisor to adjust the mode from their supervisee's detail if needed.",[417,590,591,594],{},[385,592,593],{},"An empty Contact email means the creator gets the invoices."," If the person\nwho created the organization moves on, set this before they do.",[394,596,334],{"id":597},"faq",[381,599,600,603,604,608],{},[385,601,602],{},"Can I change the web address?","\nNo. It's fixed at creation so saved links keep working. Contact\n",[443,605,607],{"href":606},"mailto:support@licent.io","support@licent.io"," if there's a real problem with it.",[381,610,611,614],{},[385,612,613],{},"Who can read the audit trail?","\nDirectors and Auditors. It's the Auditor's core surface, alongside team\nprogress and reports.",[381,616,617,620],{},[385,618,619],{},"Does the audit trail show what an exported file contained?","\nIt shows that an export happened, when, and who did it. The file itself isn't\nstored.",[381,622,623,626,627,447],{},[385,624,625],{},"Can I delete the organization?","\nNot directly. Cancelling the plan from Billing closes the organization at the\nend of the paid period; the panel there explains exactly what that means. See\n",[443,628,446],{"href":445},{"title":630,"searchDepth":631,"depth":631,"links":632},"",3,[633,635,636,637],{"id":396,"depth":634,"text":397},2,{"id":492,"depth":634,"text":493},{"id":573,"depth":634,"text":574},{"id":597,"depth":634,"text":334},"md",{},{"title":225},{"title":376,"description":228},"4BWqCQBbjP52uw8xdS4ECgGTYEMsl_flAvmxbp2uA3I",[644,644],null,1787252054555]