Clearance checks are defined by the reference data Clearance check type and define document tasks and tasks. Clearance check types must have In use selected for the clearance check to be available.
On adding a clearance check type, you must select the clearance check category that defines where the clearance check is used and whether the clearance check is visible on the applicant portal. For example, clearance checks with the category Conditional offer evidence and set to a Document task require evidence to be uploaded by applicants to meet the requirements of a conditional offer.
On Admissions settings, go to Reference data and then Applications and then Clearance check type. Then, select 
and define the following:
Code
Unique value, such as FSQ, that must not exceed the maximum length of the corresponding field in an integrated system, such as a student management system.
After saving, the value cannot be edited.
Description 
and Full description
Description that is used to select clearance checks, such as Fee status questionnaire, and full description that is used for administrative purposes only.
The description can be translated.
Clearance check type category
Defines where the clearance check is used and whether the clearance check is visible on the applicant portal.
After saving the clearance check, the clearance check type category cannot be changed.
The clearance check categories are as follows:
- Conditional offer evidence
-
Conditional offer evidence clearance checks define checks that require evidence to be uploaded by applicants to meet the requirements of a conditional offer. For example, to upload evidence of qualifications. Conditional offer evidence clearance checks are also used to define personalised offers. Clearance checks with this category are shown on the applicant portal.
After selecting the category Conditional offer evidence, you need to select whether the clearance check is a Document task or Non-tasked based then define the following:
-
Document task: select the Document placeholder to create and then enter the Applicant instructions.
-
Task: select the Task to create. Note that Applicant instructions is not used with tasks.
-
Non-task based: enter the Applicant instructions.
-
- Other evidence
-
Other evidence clearance checks define checks that require the applicant to provide evidence for things that are not requirements of a conditional offer. For example, to upload evidence of their vaccination status. Clearance checks with this category are shown on the applicant portal.
After selecting the category Other offer evidence, you need to select whether the clearance check is a Document task or Non-tasked based then define the following:
-
Document task: select the Document placeholder to create and then enter the Applicant instructions.
-
Task: select the Task to create. Note that Applicant instructions is not used with tasks.
-
Non-task based: enter the Applicant instructions.
-
- Internal
-
Internal clearance checks define checks related to the application that do not require action or evidence from the applicant. Clearance checks with this category are not shown on the applicant portal.
After selecting the category Other offer evidence, enter the Applicant instructions.
- Unknown
-
Attention.
Do not use. The category Unknown was the default category for clearance checks when categories were first added and should no longer be used.
- All clearance checks should now have a suitable category. If not, you must add clearance checks to replace the clearance checks with the category Unknown. Clearance checks with category Unknown are not shown on the applicant portal.
Task to create
For tasks only.
The task to create is a clearance check task template.
Document placeholder to create
For document tasks only.
The Document placeholder to create is a document type from the Documents reference data Document type, such as Passport. The document type GeneralOfferEvidence defines a document placeholder for general offer evidence.
To avoid a duplicate document placeholder being created, ensure that any workflows that create a document placeholder for the document type are removed.
Link type and Linking to
Related links for passports and references. For more information, go to Related links in What are clearance checks?
The related links are as follows:
- Link type
-
Passport or Reference.
- Linking to
-
For references only. Links to Referee 1, Referee 2, or Referee 3.
Applicant instructions
Instructions for the applicant to complete the tasks and pass the clearance check, such as Upload a copy of a valid passport and ensure that the passport number and photo are clearly visible.
The applicant instructions can be translated.
Required
If selected, the clearance check is applied to all applications automatically when the applications are created.
Use for academic clearance and Use for financial clearance
Options to use the clearance checks for academic and financial clearance.
Rank
Not used.
Value prompt
If defined, the clearance check has a field with a label of the value prompt such as Amount.
Notes prompt
If defined, the clearance check has a field with a label of the value of the notes prompt such as Add notes.
Name/address prompt
If defined, the clearance check has the toolbar with icons to add or edit the name and address 
, phone number 
, email address 
, and documents 
.
Days to respond
If defined, sets the required by date of the clearance check from the date the clearance check was added to the application.
Note
Optional. Additional information about the clearance check for administrative purposes only.
In use
If selected, the entity or field can have the value. If cleared after the value has been selected for the entity or field, the entity or field keeps the value. However, the value is no longer available for selection.