> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Clearance Initiation Request

> Request that a security clearance be initiated for an employee on a program, including the sponsoring agency and supporting documents.

A Clearance Initiation request asks the Facility Security Officer (FSO) to start the security clearance process for an employee assigned to a program. After you submit it, the request follows the configured approval workflow before being approved, rejected, or returned for revision.

## Create a Clearance Initiation Request

### Prerequisites

Before submitting a Clearance Initiation request:

* You must have an active employee account.
* The employee must be assigned to the selected program.

<Steps>
  <Step title="Navigate to Requests Module.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/w_Ec7HMMIakbaVFF/images/RQ-Nav.png?fit=max&auto=format&n=w_Ec7HMMIakbaVFF&q=85&s=d63df729a01c85604b3c8b4aaaaa39d8" alt="RQ Nav" width="2178" height="1040" data-path="images/RQ-Nav.png" />
    </Frame>
  </Step>

  <Step title="Click Add Request.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/w_Ec7HMMIakbaVFF/images/RQ-Add.png?fit=max&auto=format&n=w_Ec7HMMIakbaVFF&q=85&s=1579b8acf59755f64870e77afba1545d" alt="RQ Add" width="2178" height="660" data-path="images/RQ-Add.png" />
    </Frame>
  </Step>

  <Step title="Select Clearance Initiation as the request type.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/uAxL86C2Fr4IQ4PA/images/RQ-CI-Type.png?fit=max&auto=format&n=uAxL86C2Fr4IQ4PA&q=85&s=8dccbf29e55f9c1290d2fb5d8bbb3028" alt="RQ CI Type" width="2064" height="594" data-path="images/RQ-CI-Type.png" />
    </Frame>
  </Step>

  <Step title="Complete the required information.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/uAxL86C2Fr4IQ4PA/images/RQ-CI-Form-1.png?fit=max&auto=format&n=uAxL86C2Fr4IQ4PA&q=85&s=4ddb61af3f4a2d8216a4c0bffdd3c273" alt="RQ CI Form 1" width="2064" height="1784" data-path="images/RQ-CI-Form-1.png" />
    </Frame>

    ### Request Information

    | Field       | Description                                             | Required | Example                                                                         |
    | :---------- | :------------------------------------------------------ | :------- | :------------------------------------------------------------------------------ |
    | Subject     | A short title describing the request.                   | ✓        | Clearance Initiation - Secret Clearance                                         |
    | Due Date    | The expected completion or review date for the request. | ✓        | October 9, 2026                                                                 |
    | Priority    | Indicates the urgency of the request.                   | ✓        | Medium                                                                          |
    | Description | Additional details or reason for the request.           |          | Initiating a Secret clearance for an employee assigned to a classified program. |

    <Frame>
      <img src="https://mintcdn.com/bizbone/uAxL86C2Fr4IQ4PA/images/RQ-CI-Form-2.png?fit=max&auto=format&n=uAxL86C2Fr4IQ4PA&q=85&s=2d72ee699dabc5680fd739d1fb16c535" alt="RQ CI Form 2" width="2064" height="1784" data-path="images/RQ-CI-Form-2.png" />
    </Frame>

    ### Application Information

    | Field            | Description                                                                                            | Required | Example     |
    | :--------------- | :----------------------------------------------------------------------------------------------------- | :------- | :---------- |
    | Program          | Program that requires the clearance.                                                                   | ✓        | Apple       |
    | Employee Name    | Employee who needs the clearance. Only employees on the selected program are listed.                   | ✓        | Maria Light |
    | Employee Details | SSN, birthday, mobile phone, email, program, supervisor, office, and address of the selected employee. | Auto     |             |

    ### Security Clearance

    | Field    | Description                                 | Required | Example                          |
    | :------- | :------------------------------------------ | :------- | :------------------------------- |
    | Sponsor  | Government agency sponsoring the clearance. | ✓        | Department of Defense            |
    | Document | Supporting documents for the clearance.     | ✓        | Clearance sponsorship letter.pdf |
  </Step>

  <Step title="Click Add to send the request for approval.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/uAxL86C2Fr4IQ4PA/images/RQ-CI-Add.png?fit=max&auto=format&n=uAxL86C2Fr4IQ4PA&q=85&s=d408cab9d39ae5255b051f3f7389c88b" alt="RQ CI Add" width="2064" height="416" data-path="images/RQ-CI-Add.png" />
    </Frame>
  </Step>
</Steps>

## Approval Workflow

After the request is approved, the employee selected as the final approver completes the Security Processing form.

## Review a Clearance Initiation Request

To review a submitted Clearance Initiation request and approve, reject, or discard it, see **HR > FSO >** [FSO Clearance Initiation](/erp/hr/fso-clearance-initiation).

## Manage the Clearance Initiation Business Process

To manage the workflow for Clearance Initiation requests, see **Admin > Business Processes >** [Business Processes Overview](/erp/admin/business-process-overview).