MANUALS > Technical Records > Technical Records Module > Technical Records, Explorer Menu > Concession Authorization Explorer

Concession Authorization Explorer

The Concession Authorization Explorer allows the user to review, reserve, accept, and/or reject Concessions that must be authorized. The authorization process can be as simple as a one step authorization, or as complex as the user would like, such as a five or ten step authorization process. The actual authorization configuration process is user-defined based upon each users' individual business process needs, and can be set up via the Concession By System Transaction Code.

Note: In order to use the Concession Authorization Explorer, the Switch REQCONAUTH must be set to Yes. When set to Yes, an authorization will be required for all Concessions initially created. When set to No, authorization will not be required when creating new Concessions. For more information, refer to Switch REQCONAUTH via the Technical Records Switches Manual.

Once a Concession Registry that requires authorization has been created, select the Technical Records/ Explorer/ Concession Authorization Explorer option.

When entering the Concession Authorization Explorer window, the system displays all Concessions. They can be expanded to see the required Authorization steps.

This window is security controlled via Technical Records/ Explorer/ Concession Authorization Explorer. For more information, refer to the Security Explorer via the System Administration Training Manual.

If no Concessions are currently awaiting authorization, or there are no Concessions pending authorization that fit the users' criteria based upon the setup of the 'Concession By' System Transaction Code, a 'No Records Found' message will appear.

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Unauthorized icon

This is the P/N to which the Concession is being conducted that is pending authorization icon. This information includes the Concession number.

Current/Pending Step icon

The current open Authorization Step(s) that are pending acceptance. There may be more than one Authorization Step open due to Parallel Steps being created in the configuration of the System Transaction Code.

Reserved Step icon

The reserved icon appears when a step has been reserved and the Reserved checkbox has been selected.

Accepted Step icon

An Authorization Step that has been accepted. These steps can be viewed in Query Mode, if required.

Upcoming Step icon

An Authorization Step that is waiting for a prior step to be accepted. These steps cannot be accepted until the prior step(s) have been accepted. The Authorization Step is in pending acceptance status. These steps can be viewed in Query Mode.

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Note: Authorization Steps can be configured in the Concession By System Transaction Code to be accepted by a user that meets the Department, Division, and Section or Authorization Group criteria that is set up. This is a user defined configuration based upon the business requirements of the customer. For additional information regarding Authorization Groups, refer to the Concession Authorization Group Explorer.

When in the Concession Authorization Explorer window and attempting to access and authorize a step that is not configured for the Department or Group that the user belongs to, the user cannot Accept or Reject the step. The user may only view the Authorization Step in Query Mode due to the Concession By configuration stipulating that another department is set up to authorize this specific step. The system will display a 'query only' message message and allow the user to enter the Authorization Step only to view the information.

To accept an Authorization Step, select the Authorization Step, then click on the Authorization button.

Select the Authorization option and the system displays the Concession Authorization window:

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

Automatically generated control number for each revision step.

Concession

The Concession number of the Concession Registry being authorized.

Concession Category

The type of concession being applied.

A/C E/C - Aircraft Engineering Control (i.e. A-Check).

P/N E/C - Part Number Engineering Control (i.e. Engine Inspection).

Control - Part Number Controls (i.e. Slide removal for Overhaul).

Defect - Deferred Defect extension of due time.

Authorization Step

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

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.

Authorize 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.

Parallel Step checkbox

The Parallel Step functionality allows for the grouping of a set of steps to be authorized in conjunction with one another during the Authorization Process. This is useful when several departments are required to authorize steps at the same time before the Authorization Process can continue on to the next step. When this checkbox is selected, the Parallel Group field becomes available.

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 'Concession By' 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.

Accept 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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To accept this Concession Authorization Step, select the 'Accept' radio button and select the Save button.

To reject this Concession Authorization Step, select the 'Rejected' radio button and select the Save button. When rejecting an Authorization Step, the Rejection Reason field shows in the window. It is mandatory to populate the reason when rejecting an Authorization Step. The user has the option to Reserve the Authorization Step as well.

If selecting the Accept option on the radio bar, select 'Yes' in the Save Record pop-up window. The system will automatically refresh the Concession Authorization Explorer view and display the Explorer screen.

After the Authorization Steps have been carried out, the Concession Authorization is complete, and the Concession registry can be utilized. For more information, refer to the following:

Concession Registry Process