# Clearance

The **Clearances** feature allows you to create clearance requirements and hold orders, assign them to groups of users, and manage their completion status.

## Access and Navigation

Navigate to **Utilities > Clearances** to access this feature.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe0ZhtuReL54i1uS51FTeN4RFT1ES7rdyMi_I1eekAa2YOZ-4EJbLBtz99huIByri1lcq3u-iKGT4VRgaorNDPl3RTQ62L2IiLSaD4ssRh-CLOZne9rmPi-JaO9dGxcF9W-2KBE3mOtzQpr_gFv-JA-8m1c?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

Check the privilege assigned to your user account or role if you cannot view a link from the list.

{% hint style="danger" %}
Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen
{% endhint %}

## Filters

Filters are available at the top of the page to refine your view:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdI_ODxi0YOKP0crzYfwAdm7Y_NZuNIqUC0rCXYOx2lxTmKfKfs1vfyTYNim7eb5mAbhpI1w2XhI44nuOevK8f_CxVvUg5_-gkOOx1A8TiPZ54uB0MGei5JHxP41SbJIzlH-Yx9zoJgYc4qa9A8Wkh4QHR9?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

* **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**)

## Create a New Requirement

* Click **+ New Requirement** on the upper-right corner of the screen

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe_hVugbZo7_z39Zz62Wl9uhxlnOo8WVh7RY7ALf2QWn_jEr5aCNnHgMSHYn2qUera1f94zXjCN7y9Q2VibR8_uVedeEABtGg432huGDQkfK0r4soJcqI-qIRwz0QRyrohLW4PlqAJ-0xjt3FuR0T5EaVQf?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

* 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**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcpke4ca5iI_C24eXWDrdvOSk5L38gEyrsHP1DEBYWWtOpHk1ow-mNmCcR2UzFa9QUgSjhBLyFpnxhgzA6p57Me-IgROpwO2D7mq_SlsEFkJVzmVhPio_JQuThLSQntBeaGCTCHB2nZTElknlBKysAzXGlx?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
If the requirement does **not** restrict students, leave the checkbox blank. This will notify students about the requirement but will not impose restrictions.
{% endhint %}

* Click **Add Clearance** to finalize

## Edit a Requirement

* Click the **Pencil** icon next to the clearance item

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc8nz_qcgrc7dJ8JCkWEMfXigpFqTJsTVGbsmCG6eL1Hru0OBnCnW09lJCFKTWXR8z2g4VTddPZ1i61nhHwzSi4TZoW7x71foHHLuW1-Kyi6fSP89lf6UFSutspkTYG02HmukIXGLQHqTPU330OJhnXiwa-?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

* Update the necessary details in the Edit Requirement form

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXekvxvhTbdJMKW9-zw0-wZkfzATyIZFekQEBBGdXB5U2RMqZpaKPjIod1cKnXi-oFwND0WrAqh7nzd23W0tlqjx2dlpnTM0WzCn93zdUfoZAYsnHiDCNxNiHGTwtcsDjiTTo3iVKbtyVuOeXrF5CRh1sEz_?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

* Click **Update Clearance** to save changes

## Assign Students to Clearances

* Select a clearance and click **View Assigned**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeZg3_jOaYJxv17lpP6UNuEDjT9XF55uhUm5uYHZCSYOBFmfb88Pzn3gOdMvkXmadAfBLr-JaoEG2w1s6DcWuFJqXgARnCMCerAVKmI7VqdtYHsgarX5lz_SP-jqpN4HLycbf4ieAiN4tq1KSDj-Jz5B0dR?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

* On the **Assigned** page, click **+ Add User**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeNa2moN4OgtPlNV64GyI-t6F5CzVGxjszPzS_0R6P1-k6HJTwK8d-0cEZRxOjVsM5e5Fr60Pfki5MUHbH88dkIsYjBjZoyz9x2gRKvox7dmQT7N7q-d7BIkF7nR5DZdiuRmfX3nbM0LuVE8fys7r2nlUky?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

* Apply filters to refine the list of assignees

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe8pLkwJzWxNGtn1YmgtwhC8gx-TZdCFRy9qI2UxEijKstqHwx38mbilgaKvww8TaM6LqxrqjkOABgtcmKcKhBWcSWPrIcm1mdgyMociBkhMzJHMkvM1XGQK-6__HnexCiulykTZMvtUQTzFmVK30hMEsy1?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

* Select the users to assign

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd4l-Nq1eiqzMFoRCoNGa29YKWYnHkgB5VzQpckl7VXVdXT-Ac3-BuISCB-RO5qQkUdtgA2Wj4mH65ehN1ja0erXqD6IWv9YuVhbmu_wo95NJ6_KIRUQGOvbwPrIcyav0TDB5jfaxybVK33TatUemLO6Bw4?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

* Click **Add Assignees** to confirm

## Remove Students from a Requirement

* While viewing assigned users, click the **“X”** button next to the student’s name

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeDpmZ0bbsD46ddF2c505DA_s6OrOIkmnqKLa3cqcsGqndxr8XMXfqXe1nBJvgEkLLttz2XDIfds6QrpvHxo8SdMSkD3AY7ThrgOoGUhA0QFXMQUxiEOt09OVP52-yCMiivdOUSCiWJONmlPWRog-9P7j4y?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

* Confirm the removal in the pop-up prompt

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfMMu4NHYuf5cSYoPxpIF1KHC-0F5NndjmVBPmpHemg_QJey4v7ujCQy0bpJoHj-AE_Sj43dIccHyP8m8jRdrH4RGeyql42e6elCuczg3IaiyGNj1gK99YmC2PyheEwOLX2hAdZlIcRQ3OcN5DFnPOfLwY?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

## Delete a Requirement

* Click the **Trash Bin** icon next to the clearance name

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcdosUzYeXFoIv_jaRFMLft_YTpXZA8OdhTgfekPn9LcH1pT63Uc1i6eMVMKwNZCM4TR4NSTqVkpvCNamGScQBE3GabziQ9qLVTRopqZsbnAmzgOIcfJJtp4F2UlhDH2IrAM7YfgGurRv5FxdIUoOGTe6Q?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

* Confirm deletion in the pop-up prompt

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc-QREiHraAGtJMAfWQyKqFpVSYMeq7yzyIN695MezNtswqh1Gzy04cXwxby4gkmwMD8ugTduOEVe59If_ik-eVy-hgpVwNN2S8-WW-ZpagrS9XR40oCrA_O3CMiw4TH40y8AeIaFSqllcR31_wGPpk9QE?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

## Search for a Requirement

Enter a keyword in the **search bar** above the clearance list. Matching results will be displayed.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf8WKOIrfbk6WljQH9Bf7e9kp5hrfpPvAAYEilFDdHXQMMT_cOrehMUIJGEbngC10xfnt8O1VITtYQv68YHksYlq6dSf67qIhbDDvi1CKjE49Il9jobAM0_WM3pX-r9Zr2b8XtF-SfpOp314tG48ERRqqZo?key=DvjLwbNV8RKVLNOzIYK5bA" alt=""><figcaption></figcaption></figure>

## Frequently Asked Questions (FAQs)

**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.


---

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