Editing clearance request

This page allows you to edit the details of a clearance request. Tell me more.

Select the “Edit Clearance Request” link from the “Select Clearance Request” page. Alternatively, select the hyperlinked clearance request from the multiline of the same page.

The “Edit Clearance Request” page appears.

Enter the following fields if you wish to edit a clearance request other than the clearance request selected in the previous page:

Clearance Request	The clearance request that must be edited (Alphanumeric, 30).
	Press <Enter>. The system retrieves the details of the clearance request.
Date	The date on which the clearance request is created.
Status	The status of the clearance request, which can be “Fresh”.

Enter the following field:

Reason	The reason for creating the clearance request (Alphanumeric, 150). You can modify the available reason.
	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 time.

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

Permit Type	Use the drop-down list box to modify 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.
Category	Use the drop-down list box to modify the category of the clearance request. The system fills in this field with 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.
User Defined 1	Use the drop-down list box to select the user-defined field to modify. 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 filed blank, if you do not wish to specify any user-defined field.
User Defined 2	Information defined by the user Any additional information about the clearance request (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 raised the clearance request in the edit box alongside (Alphanumeric, 30). 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.
	Help facility available
Contractor	Click this radio button and enter the ID of the contractor who 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 “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 “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 is 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 in 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

Enter the following field if you wish to cancel the clearance request:

Remarks	Any additional information on canceling the clearance request (Alphanumeric, 150).
	Zoom facility available

Click the “Cancel Request” pushbutton to cancel the clearance request.

Note: The system cancels the clearance request and sets the status of the request as “Canceled”.

Click the “Edit” pushbutton to edit the clearance request.

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 is created.
Last Modified By	The login ID of the user who last modified the clearance request.
Last Modified Date	The date and time at which the clearance request is 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 on which clearance permit is raised on the basis of the reference document type.

Editing clearance request – An overview

This activity allows you to edit the details of a clearance request. You can edit the details of a clearance request that is selected in the previous page. You can also enter a clearance request in this page and edit its details. You can edit the following details of the clearance request:

The reason for which the clearance request is raised.
The dates for which the clearance is required for carrying out maintenance activities on the equipment or location.
The type of the permit that will be created from the request.
The category to which the clearance request belongs.
The employee ID of the employee or contractor who has raised the clearance request.
The employee ID of the employee or contractor who is responsible for holding the clearance permit.
The document based on which the clearance request is raised.
The maintainable object based on which the clearance request is raised.
Any additional information about the clearance request.