Configuring a clearance for the Access Management application

To configure a clearance for the Access Management application
  1. In the Navigation pane of the Administration Workstation, click Personnel.
  2. Select Clearance from the Personnel drop-down.
  3. Click New.

    -or-

    Click the green arrow icon to view a list of existing clearances, right-click a clearance and select Edit.

  4. In the Name field, type a name.
  5. In the Description field, enter descriptive information about the clearance.
  6. In the General tab, select the Expiring Clearance per Person checkbox.
  7. In the Doors tab, select the Doors or Door Groups that are controlled by the clearance.
  8. In the Elevators tab, select the Elevators or Elevator Groups that are controlled by the clearance.
  9. In the Approvals tab:
    1. Select an Approval Rule.
    2. Enter a Clearance Friendly Name. This is the name that will appear in the Access Management application.
    3. Enter a Clearance Friendly Description.
    4. Select the Only allow assignment via C•CURE Portal checkbox if the request can only be approved through the C•CURE Portal. If you select this checkbox, you cannot assign this clearance to a person from the Personnel editor. If you select this checkbox, and then change the approval rule to No Approval Needed, the checkbox clears.
    5. Enter the maximum length of days that a request with this clearance can remain active in the Access Management Portal.
    6. If you select the Any Selected Approvers rule, click Add to assign the approvers to the clearance.
    7. If you select the Multiple Approvals in Order rule, click Add to assign the approvers to the clearance and specify the order by changing the number in the Order column of the Selected Approvers field.
  10. Click Save and Close.