Approving or rejecting the clearance permit

This page allows you to approve a clearance permit. Tell me more.

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

The “Approve Clearance Permit” page appears.

Enter the following field if you wish to approve or reject a clearance permit other than the clearance permit selected in the previous page.

Clearance Permit

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

Press <Enter>. The system retrieves the details of the clearance permit.

The system displays the following fields:

Date	The system displays the current date.
Status	The status of the clearance permit, which can be “Fresh”.

Enter the following fields:

Reason	The reason for which the clearance permit was raised (Alphanumeric, 150).
	Zoom facility available
Ref. Doc. Type	Use the drop-down list box to select the type of the document based on which the clearance permit is created. The system provides the following options:
	Work Order – Select this option if you have created a clearance permit based on a work order.
	Insp. Order – Select this option if you have created a clearance permit based on an inspection order.
	Calib. Order – Select this option if you have created a clearance permit based on a calibration order.
	Clearance Request – Select this option if you have created a clearance permit based on a clearance request.

The system displays “Clearance Request”, by default.

Ref. Doc. No.	The identifier of the reference document based on which the clearance permit was created (Alphanumeric, 30). Mandatory. Ensure the following:
	If you have selected “Work Order” in the “Ref Doc Type” field, ensure that the work order is already created in the “Create Work Order” activity in the “Work Order” business component and is in the “Scheduled” or “InProgress.” status.
	If you have selected “Insp. Order” in the “Ref Doc Type” field, ensure that the inspection order is already created 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 “Ref Doc Type” field, ensure that the calibration order is already defined in the “Create Calibration Order” activity of the “Calibration Order” business component and is in the “Fresh” status.
	If you have selected “Clearance Request” in the “Ref Doc Type” field, ensure that the clearance request is already created in the “Create Clearance Request “ activity and is in the “Fresh” or “Approved” status.
	Help facility available
Valid From	The date from which clearance permit is required for carrying out maintenance on the equipment/location (Date Format). Mandatory. Ensure that the date is later than or equal to the current system date.
	Enter the time from which clearance permit is required in the edit box alongside (Time Format). If you leave the field blank, the system considers the current system time.
To	The date till which clearance permit is required for carrying out maintenance on equipment/location (Date Format). Mandatory.
	Enter the time till which clearance permit is required in the edit box alongside (Time Format). If you leave the field blank, the system assigns the current system time.

Note: Ensure that the date entered in the “To” field is later than the date entered in the “Valid From” field.

Permit Type	Use the drop-down list box to select the type of the permit. The system fills in all the permit types that have been defined in the “Define Permit Types” activity of the “Clearance Permit” business component and which are in the “Active” status. Select a permit type if you wish to approve the clearance permit.
Category	Use the drop-down list box to select the category of the permit. The system fills in this field all the categories that have been defined in the “Maintain User Defined Fields” and which are in the “Active” status. Leave the field blank if you do not wish to specify any category.

The system displays the following field:

Approved By

The login ID of the user who approved the clearance permit. The system displays this field only on approval of the permit.

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 “Employee Information" 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 ”Activity Details” multiline:

Seq. No.	The order in which the activities must be performed (Integer). Ensure that the sequence number is a positive integer and is unique to the multiline.
	If you have left the sequence number blank for all the multiline rows, the system automatically assigns a sequence number to each of them, in multiples of five, when you click the “Create” pushbutton.

Note: If you have left the sequence number blank for some of the multiline rows, the system arranges those rows in the order in which they are entered in the multiline, and numbers these rows to be the last in the sequence. The system then rearranges the rows in the ascending order of the sequence number and renumbers the rows with multiples of five.

Activity	The activity that must be performed as a part of the clearance (Alphanumeric, 30). Ensure that the activity is already defined in the “Create Activity” activity of the “Clearance Permit” business component and in the “Active” status. Press <Enter>
	Help facility available
Desc.	The description of the activity (Alphanumeric, 150). You cannot modify the description of an existing activity.
Activities Performed ?	Use the drop-down list box to specify whether the activity has been performed or not. The system provides the options: “Yes” and “No”. Leave the field blank, if you do not wish to specify whether the activity is performed or not.
Performed By	The login ID of the person who performed the activity (Alphanumeric, 10). Ensure that the employee is already defined in the “Employee Information” business component of Ramco Human Resources Management Solutions and is in the “Current” status. Mandatory when Activities Performed is selected as “Yes”.

The system displays the following field:

Name

The name of the person who has performed the activity.

Enter the following fields:

Performed Date	The date on which the activity was performed (Date Format).). Mandatory when Activities Performed is selected as “Yes”. This date should be earlier than the system date.
Time	The time at which the activity was performed (Time Format).Mandatory when Activities Performed is selected as “Yes”. This time should be earlier than the system time.
Activity On	Use the drop-down list box to specify the maintainable object on which the activity must be performed. The system provides the following options:
	Equipment – Select this option if the activity must be performed on equipment.
	Location – Select this option if the activity must be performed on a location.
	Others – Select this option if the activity must be performed on equipment and location, other than the equipment and location that have been defined.

The system leaves the field blank, by default.

Code

The identifier of the equipment or location on which the activity must be performed (Alphanumeric, 30). Ensure the following:

If you have specified “Equipment” in the “Activity On” field, ensure that the equipment entered in this field is already defined in the “Create Equipment” activity of the “Equipment Induction” business component and is in the “Active” status.

If you have specified “Location” in the “Activity On” field, ensure that the location is already defined in the “Create Location” activity of the “Maintenance Organization” business component and is in the “Active” status.

Help facility available.

Note: Ensure that the “Activity –Activity On-Code” combination is unique to the multiline.

Desc.	The description of the equipment or location (Alphanumeric, 150). This field cannot be modified if the “Activity On” field is set either as “Equipment” or “Location”.
Lockout / Tagout	Use the drop-down list box to specify whether the activity must be performed as a part of lockout or tagout procedure. The system provides the options: “LockOut” and “TagOut”. Leave the field blank, if you do not wish to specify if the procedure is a lockout or a tagout procedure. The system leaves the field blank, by default.
No of Tags	The number of tags that must be displayed in case of a lockout/tagout activity (Decimal). Ensure that the number entered here is positive.
Remarks	Any additional information about the activity (Alphanumeric, 255).
Key No.	The number of the key that must be used in case of a lockout (Alphanumeric, 30).
User-Defined	Use the drop-down list box to specify any additional information about the activity. The system fills in this field all the fields that have been defined by the user in the “Maintain User Defined Fields” activity and which are in the “Active” status. Leave the field blank, if you do not wish to specify any additional information. The system leaves the field blank, by default.

Enter the following field below the multiline:

Activities Performed By	The login ID of the user who performed the activity (Alphanumeric, 10).
	Help facility available
Performed Date	The date on which the activities were performed (Date Format).
	Enter the time at which the activities were performed in the edit box alongside (Time Format).
Remarks	Any additional information about approving or rejecting the clearance permit (Alphanumeric, 150).
	Zoom facility available

Click the “Approve” pushbutton to approve the clearance permit.

Note: The system approves the clearance permit and sets the status of the clearance permit as “Approved”. The system also stores the login ID of the user who approved the clearance permit along with the date and time of approval.

Click the “Reject” pushbutton to reject the clearance permit.

Note: The system rejects the clearance permit and sets the status of the clearance permit as “Rejected”. The system also stores the login ID of the user who rejected the clearance permit along with the date and time of rejection.

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

Created By	The login ID of the user who created the clearance permit.
Created Date	The date and time at which the clearance permit was created.
Last Modified By	The login ID of the user who rejected the clearance permit.
Last Modified Date	The date and time at which the clearance permit was rejected.

To proceed, carry out the following

Select the “Safety Procedure” link from the bottom of the page to attach the safety procedure to the clearance permit.
Select the topic, “View Permit Details” link from the bottom of the page to view the details of the clearance permit.
Select the topic, “View Referred Equipment/Locations” link from the bottom of the page to view the equipment and location on which the clearance permit is issued.

Approving or rejecting the clearance permit – An overview

This page allows you to approve a clearance permit. You can approve a clearance permit that is selected from the previous page. You can also enter a clearance permit in this page and approve it. You can approve a clearance permit and can also modify the following details of the clearance permit:

The reason for which the clearance permit was created.
The document based on which the clearance permit is created.
The period for which the clearance permit is valid.
The type and category of the clearance permit.
The employee who is responsible for holding the permit.
The activities that must be performed as a part of clearance.

On approval the system changes the status of the clearance permit to “Approved”. On rejection, the system changes it to “Rejected”. The system also stores the login ID of the user who approved or rejected the clearance permit along with the date and time of approval or rejection.

Pre-requisite

Create Clearance Permit.