Clearance Wizard

The Clearance policy contains information about clearance levels for users and classification levels for items. A library user’s clearance must be greater than or equal to an item’s classification level before the item can be displayed or charged. If a library user does not have a clearance at an equal or higher level than an item’s classification level, the item cannot be checked out.

From the List Policies window, you can create, display, modify, copy, or remove the Clearance policies. Click Close to exit the wizard.

Attributes

The Clearance policy includes the following attributes.

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Name

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Description

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Clearance Level

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Purge Period

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Charge Receipt

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Destruction Certificate

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Classified

Name

This attribute uniquely identifies a clearance level assigned to a user or item. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) may not be used.

Description

This attribute provides more information about a policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.

Clearance Level

The Clearance Level attribute contains an internal number (0-99). The greater the number, the greater the level of clearance.

Purge Period

When an item has been destroyed or acknowledged after being dispatched to an external user, the library must wait for a period of time (specified number of months) before the item record can be removed from the database. This period of time is specified in the Purge Period attribute. Regulations require that item records remain under accountability for a certain length of time. If the date is set to zero, then the item record is never purged from the database. The purge period must be between 0 and 32000.

Note: If a library attempts to remove an item before the purge period date, a “Item is accountable and may not be removed” message displays.

Charge Receipt

The Charge Receipt attribute indicates whether a charge receipt is to be printed when an item is charged. Select this attribute if a receipt should be printed.

Destruction Certificate

The Destruction Certificate attribute indicates whether a destruction receipt is to be printed when an item is destroyed. Select this attribute if a receipt should be printed.

Classified

The Classified attribute determines whether an accountability record can be removed or not. If selected, then the record cannot be removed until the clearance level of the item is changed to a Clearance policy that is not classified (the Classified attribute is cleared).

Note: If a library attempts to remove an item accountability record whose clearance is classified, this message displays: “Title and/or item is classified—accountability not removed.”