Clearances
Last updated: March 2025
Last updated
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Last updated: March 2025
Last updated
Was this helpful?
The Clearances feature allows you to create clearance requirements and hold orders, assign them to groups of users, and manage their completion status.
Navigate to Utilities > Clearances to access this feature.
Check the privilege assigned to your user account or role if you cannot view a link from the list.
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen
Filters are available at the top of the page to refine your view:
For: Filter clearances based on the assigned term
Type: View only Hold Order clearances, regular clearances, or both
Completion: Filter by status (Overdue, Completed, or Incomplete)
Click + New Requirement on the upper-right corner of the screen
Fill out the New Requirement form with the following details:
Name: Title of the clearance requirement
Details: Description of the requirement
Term Applicable: The term during which the clearance applies
Due Date: Deadline for completion
Reviewers: Users authorized to update assignees and verify requirements. Reviewers will receive notifications when students mark their requirements as "For Verification"
Hold Order (checkbox): Determines if the clearance restricts students from enlisting or viewing grades
If the requirement does not restrict students, leave the checkbox blank. This will notify students about the requirement but will not impose restrictions.
Click Add Clearance to finalize
Click the Pencil icon next to the clearance item
Update the necessary details in the Edit Requirement form
Click Update Clearance to save changes
Select a clearance and click View Assigned
On the Assigned page, click + Add User
Apply filters to refine the list of assignees
Select the users to assign
Click Add Assignees to confirm
While viewing assigned users, click the “X” button next to the student’s name
Confirm the removal in the pop-up prompt
Click the Trash Bin icon next to the clearance name
Confirm deletion in the pop-up prompt
Enter a keyword in the search bar above the clearance list. Matching results will be displayed.
Question: Can I assign a clearance to a student without restricting enrollment or grade viewing?
Answer: Yes. You can assign a clearance under Utilities > Clearances and simply uncheck the Hold Order option. This ensures that the student is notified of the requirement but can still proceed with enrollment and grade viewing.
