Selecting clearance permit for approving and/or extending

Select Clearance Permit

This page allow you to select the clearance permit, which must be approved or extended. Tell me more.

Select the “Approve / Extend Permit” link under the “EAM Clearance Permit System” business component.

The “Select Clearance Permit” page appears.

Enter the following field in the “Direct Entry” group box if you know the clearance permit for which clearance permit must be extended or approved:

Clearance Permit

The clearance permit, which must be extended or approved (Alphanumeric, 30).

Select the “Extend Permit” or “Approve / Reject Clearance Permit ” link from the bottom of the page.

To search for a clearance permit

Enter the following fields in the “Search Criteria” group box to search for a clearance permit:

Clearance Permit	The clearance permit, which must be approved or extended (Alphanumeric, 30). You can enter a clearance permit in full or specify it partially. The system retrieves all clearance permits, which are similar to the clearance permit entered here.
Status	Use the drop-down list box to retrieve clearance permits based on its status. The system provides the options “WaitForExt”, “Fresh” and “Approved”.If the “Allow Permit Extension without Extn Requested” field is set as “Yes” in the “Option Settings” activity. The system fills in this field with “WaitForExt” and “Fresh”, if the “Allow Permit Extension without Extn Requested” field is set as “No” in the “Option Settings” activity. Leave the field blank to retrieve clearance permits irrespective of the status. The system leaves the field blank, by default.
Reason	The reason for which the clearance permit is created (Alphanumeric, 150). You can enter the reason in full or specify it partially. The system retrieves all clearance permits, which are raised for reasons similar to the reason entered here.
Ref. Doc. Type	Use the drop-down list box to select the reference document against which the clearance permit was raised. The system provides the options "Work Order", "Insp Order", "Calib Order" and "Clearance Request". The system leaves the field blank, by default.

Enter the following fields in the “Permit Validity Date” field to retrieve clearance permits based on the dates for which the clearance permit is valid:

From	The date from which the clearance permit is valid (Date Format).
To	The date till which the clearance permit is valid (Date Format). Ensure that the date entered in this field is later than the date entered in the “From” field.

Enter the following fields in the “CP Date” field to retrieve clearance permits based on the dates within which the clearance permits were created:

From	The starting date from which you wish to retrieve the clearance permits that are created (Date Format).
To	The date till you wish to retrieve the clearance permits that are created (Date Format). Ensure that the date entered in this field is later than the date entered in the “From” field.

Enter the following fields:

Ref. Doc. No.	The reference document number (Alphanumeric, 18).
Created By	The employee ID of the user who has created the clearance permit (Alphanumeric, 30). You can enter the employee ID in full or specify it partially. The system retrieves all clearance permits that are raised by users whose employee IDs are similar to the employee ID entered here.

Click the “Search” pushbutton.

Based on the search criteria entered, the system retrieves the following fields in the “Search Results” multiline. The system retrieves only those permits for which the currently logged-on user has the approving and extending rights.

Clearance Permit	The clearance permit retrieved by the system.
Reason	The reason for which the clearance permit is created.
Created By	The login ID of the user who created the clearance permit.
Name	The name of the user who has created the clearance permit. The system retrieves the name only if the user name of the user is attached to his employee code in the “Create Roles and Rights” Activity.
Created Date	The date on which the clearance permit was created.
Valid From	The starting date from which the clearance permit is valid.
Valid To	The date till which the clearance permit is valid.
Status	The status of the clearance permit which can be “WaitForExt”, “Fresh” or “Approved”.

Check the box in the “Select” column of the multiline to select the clearance permit.

To proceed, carry out the following

Select the “Approve / Reject Clearance Permit” link from the bottom of the page to approve or reject the selected clearance permit

Note: Ensure that you select a clearance permit that is in the “Fresh” status for approval.

Select the “Extend Permit” link from the bottom of the page to extend the selected clearance permit.

Note: Ensure that you select a clearance permit in the “Approved” or “WaitForExt” status for extension.

Selecting clearance permit for approving and/or extending – An overview

You can select the clearance permit, which must be approved or extended in this page. You can enter the clearance permit directly. Otherwise you can carry out a search based on the following fields:

the clearance permit
the reason for which the permit is created
the login ID of the user who created the clearance permit
the status of the permit
the reference document against which the clearance permit was created.
the period for which the permit is valid
the period during which the clearance permit is created.

Based on the filter criteria entered, the system retrieves the clearance permits that are in the "WaitForExt”, “Fresh” and “Approved” statuses for approval or extension.