Adding a Clearance

You can assign a Clearance to a Personnel record from either Personnel Search or the Web Client Personnel Clearances tab.

To Add a Clearance from Personnel Search

1. Navigate to Personnel Search by clicking Personnel on the Web Client Toolbar.
2. Search for the Personnel record to which you want to add a Clearance (see Search for Personnel. Searching for Personnel), or just click Refresh to see a list of all Personnel and scroll to the Personnel record.
3. Click the Personnel Record to which you want to add a Clearance. If you want to add a Clearance to more than one Personnel record, you can use CTRL+Left-click to select additional records. You can select a range of records using SHIFT+Left-click.
4. Select Assign Clearances from the Context menu that appears.

Figure 12:  Personnel Context Menu

5. Select the Clearance you wish to add from the list of Clearances that appears (see Figure 13).

Figure 13:  Personnel Clearance Selection Popup

6. Click OK.
7. Click Save to save your changes.

To Add a Clearance from the Personnel Clearance Tab

1. Navigate to Personnel Search by clicking Personnel on the Web Client Toolbar.
2. Search for the Personnel record to which you want to add a Clearance ( Search for Personnel), or just click Refresh to see a list of all Personnel and scroll to the Personnel record.
3. Click on the Personnel Record to which you want to add a Clearance.
4. Select Edit from the Context menu that appears.
5. Click on the Personnel Clearances tab.
6. Click Add.
7. Select the Clearance you wish to add from the list of Clearances that appears.
8. Click OK.
9. Click Save to save your changes.