MANUALS > Engineering > Engineering Module - T/C > Engineering - T/C, Update Menu > Task Card Authorization Management > Task Card Authorization Process > Authorizing the Task Card via the Task Card Authorization Explorer

All Task Cards pending authorization that the logged in user has department access to authorize will appear in the Explorer list.

Note: Users can delete Task Cards from this list by selecting into the Task Card, and selecting the Delete button. Security access to the Delete button must be granted.

Select into the Task Card to be authorized. Click on the Step to be authorized. Select the Step to be authorized. Select authorization. Notice that only certain steps appear in the list; the steps associated with the department in which the currently logged-in user belongs. Go to Settings/Update/Employee Master to confirm that the Employee is set up in the correct department.

Note: When printing a Task Card for a newly created revision for a TraxDoc, the Task Card will always be printed using the currently accepted revision of the TraxDoc. Once a new revision has been authorized, the Task Card will print using the stylesheet from the newest revision of the TraxDoc.

Select the Authorization option:

The system displays the Task Card Authorization Window with the Task Card in Open status (which the system defaults to). Select the Accepted or Rejected radio button. Select the Save button. The Save prompt will appear. Select OK.

The following information/options are available in this window:
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Revision Control

Automatically generated control number for each revision step.

Task Card

The Task Card / Job Card that details the scheduled maintenance work.

Revision

The Task Card's most recent authorized revision number.

Authorization Step

A description of the Authorization Step; each Authorization Step can have its own unique description to describe the steps general purpose.

Category

The Task Card's Category, as defined in Task Card Category transaction code via the Engineering Transaction Codes. Task Card Authorization Steps are defined in System Transaction Codes by Task Card Category.

Department

The department which has authority for approval of this step. The Authorization Step can only be performed by an individual in the department specified here. See Settings/ Update/ Employee Master to verify that the employee is assigned to the appropriate department. Authorizing employees must have security access to the appropriate Authorization Explorer option. When this field is left blank, the Authorization Group field is available.

Division

The division which has authority for approval of this step. The Authorization Step can only be performed by an individual in the division specified here.

Section

The section which has authority for approval of this step. The Authorization Step can only be performed by an individual in the section specified here.

Authorization Group

The Authorization Group which has authority for approval of the step. The Authorization Step can only be performed by an individual that is included in the Authorization Group specified here.

Authorization Update Step checkbox

When selected, the checkbox indicates that the current Authorization Step will be the last step in the authorization process. During the creation of the Authorization Steps, this checkbox should only be selected for the final step before the record is to be released from authorization.

Step Order

This number indicates the order of Steps if one or multiple Steps are created. This number is automatically created and can be overridden and changed to any number. It is recommended that the user enter Steps in a standard incremental pattern (i.e. Step 5, Step 10, Step 15, etc.) to allow for the insertion of Steps into the sequence at a later time if required.

Step To On Rejection

This indicates how the Authorization Process will react when a Step is rejected (Start, Return To, Re-Release). When an authorization Step has been rejected, the Step To On Rejection process begins based on the configuration of the Task Card Category System Transaction Code.

Start - Will return the Authorization Process to the first step.

Return To - Will return the Authorization Process to a specific Authorization Step as specified by the 'Return To' Step number in the Return To Step Order field.

Re-Release - Will return the Authorization Process to the queue where it will await Release For Authorization.

Reserved checkbox

This allows a user to reserve the step. This will lock that user into that specific authorization step and does not allow another user to accept the step. The name of the user who Reserved the Authorization Step will appear in the Reserved By field.

Open radio button

All authorization steps are initially in Open status, until either Accepted or Rejected. A step can also be Open and Reserved at the same time.

Note: The Open status is the default status in the Task Card Authorization Window.

Accepted radio button

This option is selected when the user accepts the authorization step.

Rejected radio button

This option is selected when the user is rejecting the Authorization Step when there are reasons that do not permit the step from remaining open or being accepted. The Rejection Reason field is mandatory upon the Authorization Step becoming Rejected.

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The system displays the Task Card Authorization pop-up at the final Step. If this Task Card is a revision, the revision will act as a replacement. This indicates that it is the 'last Step' of the process, which is the actual Authorization Process (closing) 'Step.'

The Authorization Process is now complete and the Task Card now has a status of Open and the latest Revision displays in the field.

The Task Card status can be verified by going to the General Tab of the Task Card and viewing the Status and Revision fields, as follows:

For information regarding the Tabs in the Task Card Authorization window, refer to the Task Card section of the Engineering - T/C Training Manual.

Once a Task Card has been authorized the user will receive a system notification (if set up) upon their next log in session.