Select Clearance Request

Unified Glossary

Basics of using a Ramco iEnterprise Series 4.0 Web Page

Using Online Help

This page allows you to select the clearance request for processing. Tell me more.

The “Select Clearance Request” page appears.

Clearance Request

The clearance request to be processed (Alphanumeric, 30).

To search for a clearance request

Clearance Request

The clearance request to be processed (Alphanumeric, 30). You can enter the clearance request in full or specify it partially. The system retrieves all the clearance requests, which are similar to the clearance request entered here.

Status

 

Use the drop-down list box to search for clearance requests based on status. The system provides the options: “Fresh” and “Approved”. Leave the field blank if you wish to retrieve clearance requests irrespective of the status. The system leaves the field blank, by default.

Created By

 

The login ID of the user who created the clearance request (Alphanumeric, 30). You can enter the login ID in full or specify it partially. The system retrieves all clearance requests that are raised by users whose login IDs are similar to the login ID entered here.

Reason

The reason for which the clearance request is raised (Alphanumeric, 150). You can enter the reason in full or specify it partially. The system retrieves all clearance requests, which are raised for reasons similar to the reason entered here.

From

The date starting from which you wish to retrieve the clearance requests that are created (Date Format).

To

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

The system retrieves the following fields in the “Search Results” multiline. The system retrieves those clearance requests for which processing rights have been provided to the currently logged-on user.

Clearance Request

The clearance request retrieved by the system.

Reason

The reason for which the clearance request is raised.

Date

The date on which the clearance request is created.

Created By

The employee ID of the user who created the clearance request.

Name

The name of the user. The system retrieves the name of the user which is attached to the employee code in the “Create User Roles and Rights” activity.

Status

The status of the clearance request which can be “Fresh” or “Approved”.

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

To proceed, carry out the following

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Selecting clearance request for processing – An overview

Process Clearance Request - A summary of the activity

This page allows you to select the clearance request for processing. You can directly enter the clearance request. Otherwise you can carry out a search based on the clearance request, the reason for which the request is raised, the status of the clearance request, the login ID of the user who has created the request and the dates for which clearance is required. The system retrieves all clearance requests, which are in the “Fresh” and “Approved” status for processing. You can select only a clearance request that is in the “Fresh” status for rejection.