Approving visit package

In this page, you can select a visit package for which the details are to be approved or returned. Tell me more

Select the “Approve Visit Package” link under the “Visit Package” business component.

The “Approve Visit Package” page appears.

The system displays the following field:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

Enter the following filter criteria in the “Search Criteria” group box, to search for a visit package. Data entry in the following fields is optional:

Visit Package #	The visit package for which the details are to be approved (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system lists all the visit package numbers that are similar to the values entered here.
Aircraft Reg #	The aircraft registration number for which the visit package details are to be retrieved (Alphanumeric, 30). You can enter the number in full or specify it partially using the “*” character. The system lists all the visit packages that are created for the aircraft that are similar to the values entered here.
Title	The description of the visit package to be retrieved (Alphanumeric, 150). You can enter the description in full or specify it partially using the “*” character. The system retrieves all the visit packages whose descriptions are similar to the description entered here. Zoom facility available.
Primary Work Center #	Use the drop-down list box to select the primary work center of the visit package. The system lists all the work centers to which the login user has access. Leave this field blank, if you wish to retrieve details of visit package irrespective of their primary work center. The system leaves the field blank by default.
Visit Type	Use the drop-down list box to indicate the type of the visit package to be retrieved, which could be “Planned” or “Unplanned”. The system retrieves all those visit packages that are of the type specified here. Leave this field blank if you wish to retrieve details of visit package irrespective of their type.
Visit Group	Use the drop-down list box to indicate the visit package group to be retrieved. The system retrieves all those visit packages that are of the group specified here. Leave this field blank if you wish to retrieve details of visit package irrespective of their group.
Visit Category	Use the drop-down list box to specify the category of the visit package to be retrieved. The system retrieves all those visit packages that are in the category specified here. Leave this field blank if you wish to retrieve details of visit package irrespective of their category.
User Status	Use the drop-down list box to select the user-defined status of the visit package to be retrieved. The system lists all the visit packages that are of the status specified here. Leave this field blank if you wish to retrieve the visit package irrespective of their user-defined status.
Customer #	The number identifying the customer, who owns the aircraft (Alphanumeric, 18). You can enter the customer number in full or specify it partially using the “*” character. The system retrieves all the visit packages created for the customer number entered here.
Customer Name	The name of the customer owning the aircraft (Alphanumeric, 40). You can enter the customer name in full or specify it partially using the “*” character. The system retrieves all the visit packages created for the customer name entered here.

Note: The “Customer #” and “Customer Name” fields are applicable only when the aircraft is not self-owned and the customer details are recorded in the system.

Click the “Search” pushbutton to display the search results.

Note: The system retrieves the visit packages that are in the “Confirmed” status and for which the aircraft registration number is not in “Frozen” record status.

The system displays the following in the “Search Results” multiline based on the filter criteria entered:

Visit Package #	The number identifying the visit package for which the details are to be approved or returned.
Revision #	The revision number of the visit package.
Title	The description of the visit package.
Aircraft Reg #	The aircraft registration number for which the visit package is applicable.
Primary Work Center #	The primary work center of the visit package.
Work Center Description	The description of the primary work center of the visit package.
Visit Type	The type of the visit package, which could be “Planned” or “Unplanned”.
Visit Category	The category to which the visit package belongs.
Visit Group	The group to which the visit package belongs.
Planned Start Date	The date on which the visit package execution has to be started.
Planned End Date	The date on which the visit package execution has to be completed.

Enter the following:

Approval Comments

Any remarks or comments pertaining to the approval of the visit package (Alphanumeric, 255). Typically, the reason for approving or returning the visit package can be entered here.

The system displays the following:

User Status	The user-defined status of the visit package.
Customer #	The number identifying the customer, who owns the aircraft.
Customer Name	The name of the customer owning the aircraft.

Note: The “Customer #” and “Customer Name” fields are applicable only when the aircraft is not self-owned and the customer details are recorded in the system.

Note: You have to select atleast one visit package for approval or return.

Select All

Check this box to select all the visit packages listed in the multiline.

Note: When this box is checked, the system changes the approval status of all the visit packages that are displayed, irrespective of the visit package selected in the multiline.

To modify visit package details

Select the “Edit Visit Package Details” link at the bottom of the page, to modify the visit package details before approval.

To approve visit package

Click the “Approve Visit Package” pushbutton to approve the selected visit package(s).

On clicking the “Approve Visit Package” pushbutton, the system performs the following:

Updates the approval status of the visit package as “Approved”.
Updates the status of the work units with planning status set to “Planned”, as “Authorized”.
Updates the status of the additional work units with planning status set to “Unplanned”, as “Pending Cust. Authorization” if the “Approval of Additional Work Scope” is set to “Required” or “As Required” in the “Customer Order” business component.
Updates the status of the additional work units with planning status set to “Unplanned”, as “Authorized” if the “Approval of Additional Work Scope” is set to “Not Required” in the “Customer Order” business component.

To return visit package

Click the “Return” pushbutton to return the selected visit package(s).

The system updates the approval status of the visit package as “Returned”.

What you can do in this page

Approve or return a visit package

You can approve or return a visit package, which is in the “Confirmed” status.

Search and select the visit package displayed in the multiline.
Click the “Approve Visit Package” pushbutton, to approve the selected visit packages.

On clicking the “Approve Visit Package” pushbutton, the system assigns the status “Approved” to the selected visit packages.

Click the “Return” pushbutton to return the selected visit packages.

On clicking the “Return” pushbutton, the system assigns the status “Returned” to the selected visit packages.

Approving visit package – An overview

In this page, you can select a visit package for which the details are to be approved or returned. Approval of a visit package signifies the authorization of the schedules and the visit package content. You can search for the visit package based on the visit package number, aircraft registration number, visit package type, its group, category and the user status.

Based on the search criteria entered, the visit packages that have to be approved and whose status is “Confirmed” and authorization status is “Pending Approval”, are displayed in the multiline. The visit package number, revision number, description, aircraft for which the visit package is applicable, visit package type, category, group, planned start and end date and the user defined status of the visit package are displayed in the multiline.

The system updates the status of the selected visit package to “Approved” or “Returned”, based on the action selected. The system updates the approval status and stores the name of the currently logged in user and current server date. The returned visit package can be modified in the “Edit Visit Package Details” page.

Note: Approval of a visit package is mandatory, if the “Visit Package Approval” field is set to “Yes” in the “Set Options” activity.