PI Information


Select License from the Main Menu bar.

Select PI & Permit Information from the Licensing Information menu.



  1. This opens the PI List screen shown below.
  2. Click the arrow beside a highlight PI to open the PI's permit view window.



  1. Click [Add] to add a permit.  To edit a permit, highlight the permit and click [Edit].   Click [Archive] to archive the permit.



  1. Clicking [Add] will open the permit selection list.  Select the permit type and add the permit information.







Creating a new PI


  1. Click the [Convert Worker to PI] button.


  1. A pop-up box will open.  The user can select a Worker from those in the Worker List.  Use the dropdown to find the worker to convert, then click [OK] to continue.





  1. Use the [Search Option] for Permit Types or drag column headers to the area above the header row to filter and sort the listing.


  1. Search Option – Permit: “Show All PIs/Permit Types is the default setting.


  1. Click on/Check “View PIs with Permit Type(s): to open the dropdown option for Permit Type(s).


  1. Add one or more Permit Types to filter by, for example, CHEM and BIO and the listing will just show the type(s) selected


  1. Filter example: Drag the Column Header “Institution” to the area above the header row and the results:


  1. Click on the arrow beside the Institution name to open or close the list.


  1. List view for “Onsite University – Summer Campus” is open below.


  1. Use a filter to search further.  For example, search for contains “Smith” last name.


  1. Filter options are show in the dropdown above.
  2. Click the “X” to remove filter(s) and return to the previous view.


  1. Click on a column header to reveal an arrow.  Click to switch the arrow up or down to sort A-Z or Z-A.


  1. Open the Options dropdown menu to “Export to PDF” (current screen view) or “Export to Excel”


  1. The file will load and be available to open.  Users can save the file to their computers as needed.