Creating clearance request

This page allows you to create a clearance request. Tell me more.

Select the “Create Clearance Request” link from the left pane.

The “Create Clearance Request” page appears.

The system displays the following field:

Clearance Request	A number automatically generated for the clearance request.
Date	The current system date is displayed.
Status	The status of the clearance request. The system displays “Fresh” when you click the “Create” pushbutton.

Enter the following field:

Reason	The reason for creating the clearance request (Alphanumeric, 150).
	Zoom facility available

Enter the following field in the “Copy” group box:

Clearance Request	The clearance request from which the details must be copied (Alphanumeric, 30).
	Help facility available

Click the “Copy” pushbutton.
Enter the following fields:

Clearance Req From	The starting date from which clearance is required for carrying out maintenance on the equipment or location (Date Format). Mandatory
	Enter the time from which clearance is required (Time Format). If you leave this field blank, the system considers the current system date.

Note: Ensure that the date and time entered is not earlier than the current system date and time.

Clearance Req To	The date till which clearance is required for carrying out maintenance on the equipment or location (Date Format). Mandatory.
	Enter the time till which clearance is required (Time Format). If you leave this field blank, the system considers the current system date.

Note: Ensure that the date and time entered is not earlier than the date and time entered in the “Clearance Req From” field.

Permit Type	Use the drop-down list box to specify the type of the permit. The system fills in this field with all the permit types that have been defined in the “Define Permit Types” activity and that are in the “Active” status. Leave the field blank, if you do not wish to specify any permit type. The system leaves the field blank, by default.
Category	Use the drop-down list box to specify the category of the clearance request. The system fills in this field all the categories that are defined in the “Maintain User Defined Fields” activity and that are in the “Active” status. Leave the field blank, if you do not wish to specify any category. The system leaves the field blank, by default.
User Defined 1	Use the drop-down list box to select the user-defined field. The system fills in this field with all the user-defined fields that have been defined in the “Maintain User Defined Fields” activity and that are in the “Active” status. Leave the field blank, if you do not wish to specify any user-defined field. The system leaves the field blank, by default.
User Defined 2	Information defined by the user (Alphanumeric, 30).

Enter the following fields in the “Raised By” group box:

Employee	Click this radio button and enter the ID of the employee who has raised the clearance request in the edit box alongside (Alphanumeric, 30). Ensure that the employee is already defined in the “Define Employee” activity of the “Employee Induction” business component of Ramco Human Resources Management Solution and is in the “Current” status. Enter this field, if the employee who has raised the clearance request is other than the login user.
	Help facility available
Contractor	Click this radio button and enter the ID of the contractor who has raised the clearance request in the edit box alongside (Alphanumeric, 30).

Enter the following fields in the “Permit Holder” group box:

Employee	Click this radio button and enter in the edit box alongside, the ID of the employee who is responsible for holding the clearance permit (Alphanumeric, 30). Ensure that the employee is already defined in the “Define Employee” activity of the “Employee Induction” business component of Ramco Human Resources Management Solution and is in the “current” status.
	Help facility available
Contractor	Click this radio button and enter in the edit box alongside the ID of the contractor who is responsible for holding the clearance permit (Alphanumeric, 30).

Enter the following fields in the “WO/IO/CO” multiline:

Type	Use the drop-down list box to specify whether the clearance request must be raised for a work order, an inspection order or a calibration order. The system provides the options: “Work Order”, “Calib Order” and “Insp. Order”. The system leaves the field blank, by default.
WO / IO / CO No.	The identifier of the work order, inspection order or calibration order based on which the clearance request is raised (Alphanumeric, 30). Ensure the following:
	If you have selected “Work Order” in the “Type” field, ensure that the number entered in this field is already defined as a work order in the “Create Work Order” activity of the “Work Order” business component and is in the “Scheduled” or “InProgress” status.
	If you have selected “Insp. Order” in the “Type” field, ensure that the number entered in this field is already defined as an inspection order in the “Create Inspection Order” activity of the “Inspection Order” business component and is in the “Fresh” or “InProgress” status.
	If you have selected “Calib. Order” in the “Type” field, ensure that the number entered here is already defined in the “Create Calibration Order” activity of the “Calibration Order” business component and is in the “Fresh” Status. Help facility available.

Note: Ensure that the numbers of the work orders, inspection orders or calibration orders are unique to the multiline.

The system displays the following field in the multiline:

Desc.

The description of the work order, calibration or inspection order.

Enter the following field in the multiline:

Remarks

Any additional information about the clearance request being raised (Alphanumeric, 150).

Enter the following fields in the “Eqp./Loc.” multiline:

Request On	Use the drop-down list box to specify whether the clearance request must be raised on equipment or location. The system provides the options: “Equipment” and “Location”. The system leaves the field blank, by default.
Code	The identifier of the equipment or location for which the clearance request is raised (Alphanumeric, 30). Ensure the following:
	If you have selected “Equipment” in the “Request On” field, ensure that the code entered here is already defined as equipment in the “Create Equipment” activity of the “Equipment Induction” business component and is in the “Active” status.
	If you have selected “Location” in the “Request On” field, ensure that the code entered here is already defined as location in the “Create Location” activity of the “Maintenance Organization” business component and is in the “Active” status. Help facility available.

Note: Ensure that the equipment or location is unique to the multiline

Desc.	The description of the equipment or location (Alphanumeric, 150).
Remarks	Any additional information about the clearance request (Alphanumeric, 150).

Note: Ensure that both the multilines are not left blank

Click the “Create” pushbutton to create the clearance request.

Note: The system creates the clearance request and assigns “Fresh” status to it.

The system displays the following fields in the “Record Statistics” group box:

Created By	The login ID of the user who created the clearance request.
Created Date	The date and time at which the clearance request was created.
Last Modified By	In this activity, the system displays the login ID of the user who created the clearance request.
Last Modified Date	In this activity, the system displays the date and time at which the clearance request was last modified.

To proceed, carry out the following

Select the “View Referred Equipment/Locations” link at the bottom of the page to view the equipment or location for which clearance request is raised on the basis of the work order, inspection order or calibration order.

Creating clearance request – An overview

This page allows you to create a clearance request. You can create a clearance request using a unique code, which is automatically generated by the system. You can also create a clearance request by copying the details from an existing clearance request.

You can specify the following details for the creation of the clearance request:

The reason for creating the request.
The period for which clearance is required.
The type of the permit that must be raised form the request.
The category to which the request belongs.
The employee or the contractor who has raised the clearance request.
The employee or the contractor who is responsible for holding the clearance permit when maintenance activities are carried out on the equipment or location.
The equipment or location for which clearance is required.
The work order, inspection or calibration order based on which the clearance request is raised.

The system creates the clearance request in the “Fresh” status and stores the login ID of the user who has created the request along with the date and time of creation.

Prerequisite

Any one of the following activities must have been performed:

“Create Equipment” activity of the “Equipment Induction” business component.
“Create Location” activity of the “Maintenance Organization” business component.
“Create Work Order” activity of the “Work Order” business component.
“Schedule Work Order” of WO Planning and scheduling business component.
“Create Inspection Order” activity of the “Inspection Order” business component.
“Create Calibration Order” activity of the “Calibration Order” business component.

What you can do in this page

Copy the details from an existing clearance request

You can create a clearance request by copying the details from an existing clearance request.

Specify the clearance request from which details must be copied in the “From Clearance Request” field.
Click the “Copy” pushbutton to copy the details from the clearance request.

The system creates the clearance request by copying the details from the existing request.