Publication Date: 8/17/2026 Share Print

Previous Topic

Next Topic

Book Contents

Book Index

Task Card Authorization Process

Users can view and change the status of all Task Cards by going to Engineering/Explorer/Task Card Authorization Explorer. The Task Card Authorization process is similar to the E/C Authorization process. However, the Task Card Authorization Process is simplified and does not include: Parallel Step Authorization, Parent/Child Relationships, or Authorization at the Employee Division/Section level. Please refer to the E/C Authorization section of this manual for additional related information.

Task Cards will only appear in the Authorization queue if they have been 'Released' for authorization. The Task Card Authorization Management option is used to Release the Task Cards to authorization. Please refer to the Task Card Authorization Management section for information regarding the Release procedure.

The Task Card Authorization Explorer option functions the same as the Engineering Authorization Explorer option, except that the Task Card Authorization Explorer is used for authorizing new or revised Task Cards.

For the Task Card Authorization Process to be utilized, the steps must be set up by Task Card category and Switch REVAUTH (Task Card Authorization Revision) must be set to Yes. When set to Yes, all newly created, revised, and copied Task Cards will be automatically sent to the Task Card Authorization Management queue to await Release To Authorization. When the switch is set to No, upon creating a Task Card, it will automatically be Authorized, but the status of that Task Card must be manually changed to 'Open' and any copy thereafter will have the open status.

Depending on the configuration of Switch TCVIAREV, the Task Cards may be able to be edited upon selecting into the queried record. If doing so, the following tabs and buttons are available:

Task Card Authorization Tabs

Task Card Authorization Buttons

General Tab

Optional 1 Tab

Optional 2 Tab

Optional 3 Tab

Optional 4 Tab

Informational Tab

Location/Site Ban Control Tab

Allowed Locations Tab

Restrictions Tab

Authorization History Tab

Predecessors Tab

Keywords Tab

Revision History Tab

Quick Resolution Tab

Revision Description Tab

but_save_small Save button

but_delete Delete button

but_notes_small Notes button

Task Card Print Multi buttons

but_print (small) Task Card Print button

but_print (small) Task Card Individual Print button

but_print (small) Task Card Revision Comparison button

Items Multi buttons

but_items_sm Items button

P/N button

Zone button

Panel button

but_manual_small Manual button

but_image_small Image button

but_document_ctl_sm Document Control button

but_effectivity_small Effectivity button

but_ec_small E/C button

but_renamecopy_sm Rename/Copy button

but_survey_small Survey button

but_pn control (small) P/N CTL Relation button

but_convert_to_stylesheet_small Convert to StyleSheet button

but_MPD_small MPD button

but_traxdoc_task_card_images_small TraxDoc Task Card Images button

but_create_tc_from_traxdoc_small TraxDoc References button

but_change_tc_revision_small Change Task Card Revision button

but_release for authorization (small2) Release For Authorization button

but_cancel Cancel Revision button

but_create_tc_from_traxdoc_small Create Task Card from TraxDoc Reference button

but_conflict_WO_small Conflict W/O button

To allow the creator of the Task Card to authorize some or all of the steps, set Switch TCSMPER (Task Card Allow Authorization By The Same Person Who Issued It) to Yes.

For more information detailing the functionality of the process, refer to the following:

In This Section

Task Card Authorization, General Tab

Task Card Authorization, Optional 1 Tab

Task Card Authorization, Optional 2 Tab

Task Card Authorization, Optional 3 Tab

Task Card Authorization, Optional 4 Tab

Task Card Authorization, Informational Tab

Task Card Authorization, Location/Site Ban Control Tab

Task Card Authorization, Allowed Locations Tab

Task Card Authorization, Restrictions Tab

Task Card Authorization, Authorization History Tab

Task Card Authorization Buttons

Set Up Steps to be Performed in the Task Card Authorization Process

Authorizing the Task Card via the Task Card Authorization Explorer

See Also

Task Card Authorization Management

Task Card Authorization Management, General Tab

Task Card Authorization Management, Other Tab

Notes Button, via Task Card Authorization Management

Document Control Button, via Task Card Authorization Management

Mass Authorization Button, via Task Card Authorization Management

Top of Page Publication Date: 8/17/2026 Share Print