Creating an Access Request

Use the Access Request form to request a clearance. You can save, delete or undo your changes at any time while creating the Access Request. Mandatory fields are indicated with an asterisk (*). You must complete all mandatory fields before submitting the request. Requests for clearance with manager approval can only be created for a single personnel.

When creating an Access Request you have the option to include additional personnel in the Access Request. You also have the option to attach a document to your Access Request.

  1. Click Add New
  2. On the General tab, click on the Name field to add a name for the request.
  3. Click on the Access to field to select a clearance for your request.
  4. To select a clearance, select either of the following options:
    1. Start typing the clearance name and select from the list of suggested clearances.
    2. Click View all available clearances to select from a list of available clearances.
  5. Click OK.
  6. Enter a Start Date and start time.
  7. Enter an End Date and end time.
    Note: If you are requesting a clearance that does not have an Expiring Clearances per Person setting, then the Start Date and End Date fields do not display.
  8. In the Justification field, type a justification for your Access Request.
  9. In the Personnel section, click on the Person field and enter a person's name or email.
  10. Optional: Click the Documents to attach a document. The default files shown are PDF, TXT, BMP, JPG, GIF, and PNG. The size limit is 500 kb and only one file can be added for each request.
  11. Click Additional Details and complete the required fields.
  12. Select one of the following options:
    • Click Submit Request to submit the Access Request, click Finish Later to save a draft of the request, click Delete to delete the request, or click Undo Request to undo.
    • Click Close to exit the request. You can then click Submit Request, Discard, or Cancel to return to the request.