TRAX MANUALS > Technical Records > Technical Records Transaction Codes > Concession By

Concession By

The System Transaction Codes are displayed with both the Code Names and Descriptions. The Code Descriptions directly illustrate their functionality and role in the system, as fields are populated and tasks are performed.

Available Functionality:

For Concession Authorizations to become part of the process by which concessions are entered and eventually cleared as tasks are completed, Switch REQCONAUTH must be set to Yes. When set to Yes, all concessions will require authorization. In addition, user may also create System Notifications for transactions within the system that relate to the Concession Authorization process.

The following information/options are available in this window:
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Authorization Step button

Select this button to configure the authorization steps for the specified transaction code. This authorization process works as it does system-wide. See below for additional information.

System Notification button

Select this button to set up a system generated notification regarding the specified transaction code. For information on how to set up System Notifications, refer to Setup - System Notification, via System Notifications of the Settings Training Manual.

Allow Concession

The Allow Concession checkboxes enable the user to authorize regular concessions, concessions requiring QA approval, both, or neither.

Allow Concession With QA Approval Only - Enables the user to authorize concessions requiring QA approval.

Allow Concession - Enables the user to authorize regular concessions.

Planning Element

The Planning Element checkboxes correspond to the types of concessions available for authorization. By checking one, the user in question is able to authorize the concession type pertaining to that checkbox. If only one Planning Element is selected, it can be found via the Concession Category dropdown menu within the Concession Authorization screen. If multiple are selected, leave the Concession Category field blank.

A/C E/C - Allows the user to authorize A/C E/Cs.

P/N E/C - Allows the user to authorize P/N E/Cs.

Control - Allows the user to authorize Controls.

Defect - Allows the user to authorize Defects.

Note: If the relevant Planning Element is not included in the selected group within the Concession Registry window, the error below appears.

Note: If the current user is not listed in the selected Concession Authorization Group, the error below appears.

e: If the current testing group accesses a concession by a different group which does not match the necessary setup criteria, the following error is displayed in the Concession Registry Window:

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Concession By Authorization (via Authorization Step button

The Authorization Steps button allows the use to set up the different authorization steps required in order to authorize Concessions. Authorization Steps can be configured for specified Authorization Groups or Departments. Once configured, Corrosion Levels are authorized via the Concession Authorization Explorer

The following information/options are available in this window:
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Concession By

Name of person or group allowed to grant concession.

Concession Category

This allows for different Authorization Processes per Concession by category. There are four categories of concessions: A/C E/C, P/N E/C, P/N, and Defect (Defer).

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.

Note: Employees are added to Authorization Groups via Technical Records/Explorer/Concession Authorization Groups Explorer.

Authorization Update 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, Buyer).

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The button next to the Parent Step Order field is called the Step button and it allows you to create Parent/Child relationships between steps after steps have been entered (please see E/C Authorization documentation for more details). This button is useful if there are several steps required and there must be Parent/Child relationships created between them.

As an example, place the Hand pointer next to the step that will be the child in the relationship. Select the Step button and then click on the text of any authorization step in the list; this step is automatically placed in the Parent Step Order.

Now, users will see the Concession by number in the Concession Authorization Explorer with the Authorization steps that have been established.