source: WAeUP_Doc/InstructionsPart7.txt @ 3162

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1Instructions Part 7
2+++++++++++++++++++
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4(See also the Clearance Officer Manual, not yet ready)
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7Testing the SRP Backend Clearance Module
8+++++++++++++++++++++++++++++++++++++++++
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10Requirement: Following the Instructions Part 5, at leat one student must have requested clearance.
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121. Click "Staff Login" and enter your manager user name and password.
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142. Go to "Portal Members"
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163. Click "Create" in the object action bar.
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184. Fill the details of a designated clearance officer. Do not tick the "Manager" check box but highlight the group "ClearanceOfficers".
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205. Press the "Create" button.
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226. Go to one of the faculties or departments in the Academic Section where the students have applied for admission.
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247. Click "Delegate" in the object action bar.
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268. Search for the user name of your clearance officer.
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289. Select the local role 'ClearanceOfficer' from the pull-down menu and assign. A new box 'Users local roles assignment' will show up, displaying the new role. This assignment process takes a while when delegating the role for an entire faculty, because the system has to change the security settings of all subobjects.
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3010. Log out.
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3211. Login with the user name and password of your clearance officer.
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3412. Go to the Student Section ("Students" tab).
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3613. A form is shown where you can search for students in the states 'clearance_pin_entered', 'clearance_requested' and 'cleared_and_validated'. Search for students in state 'clearance_requested'.
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3814. Only those students will be listed which applied for admission to departments the ClearanceOfficer role has been assigned.
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4015. Click on the 'clearance_requested' link of one of the students listed. The Clearance Record of this student will be displayed. The clearance officer is not allowed to edit these data but can change the registration state to cleared_and_validated by pressing the button "Validate and Clear" or to 'clearance_pin_entered' by pressing "Reject Clearance" at the end of the page.
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4216. Press the "Validate and Clear" button. The student's registration status changes to 'cleared_and_validated'.
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4417. If the clearance officer wants to revise the clearance decision, he/she can still press "Reject Clearance" which resets the state to 'clearance_pin_entered'.
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4618. Press "Reject Clearance". A pre-filled email form will be opend to send a message to the student which explains the reasons for rejection. The student can correct the errors and re-submit the form by clicking "Save & Submit".
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