MANUALS > Settings > Settings Module > Settings, Explorer Menu > System Transaction Code > Set up Transcode Authorization Steps

Set up Transcode Authorization Steps

Authorization steps can be set up for a number of system transaction codes (transcodes). The authorization steps help manage the authorization flow before certain items can be used throughout the system. The system default setting is One-Step Authorization, however, any number of steps can be created.

Before starting to create authorization steps, the following is recommended:

1. Plan the entire sequence of steps to be performed.
2. Determine any parallel relationships to be established.
3. Determine any parent/child relationships to be established.
4. Draft an outline of all steps.

Authorization steps are set up via the transcodes which can be access via Settings/ Explorer/ System Transcode Codes/ (applicable module) or via the Workflow Master.

From the System Tran Code window select the Authorization Step button and the Authorization Steps window appears.

Select the New button to create each new step.

Note: Below, the example shows the Engineering Authorization Steps window. Not all transcodes authorization steps have the same functionalities and options. Refer to each modules Transaction Code training manual for specific transcode authorization step details.

The following information/options are available in this window:
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E/C Category

The category of the E/C (e.g., AD, SB, CHECK).

Sub Category

A Sub Category can be used to further define the E/C Category, if applicable. For example, users may want to classify their ADs for Engines, APUs, and Landing Gear separately. The Sub Category System Transaction Code is set up via Settings/ Explorer/ System Transaction Code/ Engineering.

Repair/Alteration

Defines if the record requires Repair or Alteration.

Other - The component is neither altered or repaired. This is a miscellaneous option.

Alteration - This compliance of the E/C will alter the component (i.e. the removal or addition of sub-components).

Repair - The compliance of the E/C will repair the component (i.e. a structural component has sheet metal work completed to strengthen the integrity of the structure).

Authorization Step

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

E/C Authorization Step System Notification button

Select this button to set up system generated notifications to be sent to users when an E/C with the specified E/C Category is modified. The following notification triggers can be set-up:

Open Step - Notifies when an authorization step has been created.

Close Step - Notifies when an authorization step has been accepted.

Rejected Step - Notifies when an authorization step has been rejected.

For additional information to set up System Notifications, refer to Setup - System Notification, via System Notifications of the Settings Training Manual.

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.

Notification Days

The number of days in which a notification will be sent out. This is user defined. (i.e. a notification may be sent out every three days for each Step).

E/C Authorization 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.

Parallel Group - The system automatically creates a Parallel Group Number when the Parallel Step checkbox is checked. The Parallel Group Number acts as a container for all steps that are parallel.

Parent Step Order

The Parent Step Order field allows for the creation of a Parent/Child relationship between steps in the Authorization Process. This may be useful if two individuals from the same department need to authorize a particular step (i.e. a Manager and a Supervisor).

Step To On Rejection

This indicates how the Authorization Process will react when a Step is rejected (Start, Return To, Re-Release).

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.

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