Clearance Manager

This feature allows you to set up clearances for users.

Access and Navigation

The Clearance Manager is found under the Utilities module

To choose a School Year, click on the SY dropdown on the upper-left side of the page to choose a different school year

If you cannot view a link from the list, check the privilege assigned to your user account or role.

Search and Sort Clearance

To search for a specific score sheet, click on the Magnifying Glass icon on the top-right side of the page. Enter the keywords and press enter

To sort, click the Arrow Down A-Z icon in the upper-right corner of the page and select a sorting option:

• Clearance Name

• Description

• Due Date

The sorted results will be displayed accordingly.

Add a Clearance Item

• To create a new clearance, click on the New Requirement button on the upper-right side of the page

• Fill up the details needed and check whether the clearance will be a hold order. The Hold orders will prevent students from enlisting for the next school year and/or from viewing their grades

Manage Assigned Students

• To manage assigned users in a clearance, click on the View Assigned button on the right side of the clearance

• A new page will show all currently assigned users and their status

Add Assignees

• While viewing the assigned users of a clearance, click on the Add Assigned button on the upper-right side of the page

• A new pop-up will show giving you the choice of the users you want to add

  • Selected Students

  • Students of Grade Level

• Add users as needed and click on OK once done

Mark Clearance as Done

• While viewing the assigned users of a clearance, click on the Mark as done button on the right side of the assignee’s name. This will mark the clearance as done.

• The assignee will be moved to the DONE list and the completion date will also be shown

Remove a User

• While viewing the assigned users of a clearance, click on the X button on the right side of the assignee’s name to remove them from the clearance

• Confirm your choice to proceed

Edit a Clearance

• To edit a clearance’s details, click on the Pencil icon on the right side for the item

• Make the necessary changes then click Save once done

Delete a Clearance

• To delete a clearance, click the Trash Bin icon on the right side of the item you want to delete

• Proceed with your selection