Personnel Manager- AddingCardtoPersonnelRecord

Personnel Manager

Adding a Card to a Personnel Record

Procedures

Click the pad lock once to unlock the module. Editing of the screen cannot be completed until the pad lock has been unlocked.
Click the green plus sign to add a new card holder record or to add a copy of the current record.
Click the floppy disk to save the current record.
Click the red X to delete the highlighted record.
Click the binoculars to utilize the find / filter options. For information on how to use the find / filter options please see the section Find / Filter.
Click on the Group Edit icon to access the Card Type Templates, Field Edit and Group Access tabs.
Click on the printer icon to access card holder related reports.
Click on the Download Manager icon to select the items to be downloaded to all or specified controllers.

Access Control Tab

General Entry of Card holder information is completed on the Access Control tab, this tab allows for Activation / Deactivation of card holder records as well as assignment of access levels.

First Name – Enter the first name of the card holder. This record is not required to be a unique value and allows for duplication to exist in the system.
Middle Initial – The Middle Initial field is not labeled but is the field that follows the First Name field. This field is not a required field.
Last Name – Enter the last name of the card holder. This record is not required to be a unique value and allows for duplication to exist in the system.
Card # - Enter the primary card number for the card holder. This number is often found hot stamped on the outside of the badge and can consist of up to 20 digits depending on the bit structure used. This number must be unique. For security purposes, some badges print another hot stamp number on the outside of the card that differs from the actual badge number. To obtain the internal badge number if unknown, present the card to a reader installed on the system. The card number can then be found on the Event Manager screen following the Access denied event.
Card#2 – It is often desired to have multiple card numbers associated to one card holder record due to differing technology or building take-over’s. Enter the second card number to be associated to the card holder record in the Card #2 field. This number must be unique.

Note: Card #2 is not available for the Bosch hardware platform, if a second card number is added for this hardware platform, the number will be ignored.

PIN – If utilizing PIN reader modes, a user definable PIN code can be entered in the PIN field. PIN codes can be any number combination using from 1 – 15 digits for the Aero hardware platform and any number combination using four digits for the VertX hardware platform. PIN codes are NOT supported with the Onity Wireless Locks.
Reissue Code – This field is a numeric field that allows the operator to keep track of the number of cards issued to a specified card holder. This field is not a required field. To enter a value into the field, click in the box to the right of the Reissue Code tag and enter the desired numeric value.
Vehicle ID – Enter the card holder’s vehicle license plate number. This field is not a required field and is a text based field allowing for both alpha and numeric characters.
Hot Stamp – Enter the number imprinted on the outside of the card. This number often differs from the internal badge number for security purposes.
Card Status – This drop down menu selection can be used to assign a card type template to a card holder record. Card Type Templates automatically auto-populate fields within the personnel record with pre-defined values.
Normal, Stolen and Lost Card Status are created automatically when the software is installed. To select a Card Status, click on the drop down arrow below Card Status. A card Status must be created prior in order to display in the list. Card Status menu items can be partitioned and will display based on the Controller Groups assigned to the signed in operators profile.
Activate Card – The Activate Card check box is used to enable and disable a card holder record. With the box checked, the card holder’s record is active as long as the record has not been expired. If the box is unchecked, the record is deactivated and will not granted access to the card holder.
Activation Date – The Activation date is the date when the badge will be activated. Access to portals based on Access Levels assigned to the card holder record will begin on the date selected in the Activation Date field. To enter an Activation Date click on the drop down arrow below the Activation Date tag. Select the desired activation date from the calendar provided. To select months in the future or past click on the left and right arrows to advance / decrease the month.
Expiration Date – The Expiration date is the date when the badge will be expired. Access to portals based on Access Levels assigned to the card holder record will cease on the date selected in the Expiration Date field. To enter an Expiration Date click on the drop down arrow below the Expiration Date tag. Select the desired Expiration date from the calendar provided. To select months in the future or past click on the left and right arrows to advance / decrease the month.

Note: Card holder records can be deactivated in a number of different ways including deselecting the Activate check box, configuring the Activation / Deactivation dates, Configuring Vacation Start / Stop dates and by configuring the “Days of Non-Use before Card Deactivation” option.

Access Levels Box

To add an already pre-defined Access Level or an Access Control Reader Group (ACR) to a card holder record, right-click in the Access Levels box.
Select menu item - Add Access Level(s) or Add ACR Group.
To assign Access Level(s):

From the Access Level(s) box displayed select the region by clicking on the drop down arrow to the right of the Region tab.
Select the desired Access Level(s) to be assigned to the card holder record.
To select multiple Access Levels click once on each Access Level, the level will be highlighted in blue indicating it has been selected.
To remove an Access Level from your selection click on the Access Level to remove the selection, the Access Level will no longer be highlighted in blue.
Click the green check mark to apply the selected Access Levels to the card holder record.
Each Access Level added will be assigned under the corresponding region.
Click the disk to save changes.

To assign ACR Group(s):

From the Access Level(s) box displayed select the region by clicking on the drop down arrow to the right of the Region tab.
Select the desired Access Control Reader Group(s) to be assigned to the card holder record.
From the Access Control Reader Group(s) box displayed select the Time Schedule to be associated to the Access Control Reader Group(s) by clicking on the drop down arrow to the right of the Time Schedule tag.
To select multiple Access Control Reader Group(s) click once on each Access Control Reader Group, the group will be highlighted in blue indicating it has been selected.
To remove an Access Control Reader Group from your selection click on the Access Control Reader Group to remove the selection, the group will no longer be highlighted in blue.
Click the green check mark to apply the selected Access Control Reader Group(s) to the card holder record.
Each Access Control Reader Group(s) added will be assigned under the corresponding Region and will have a folder icon to the left indicating an Access Control Reader Group.
Click the disk to save changes.

Note: Up to 32 Access Levels can be added per Controller Group when using the Aero, Axis, ACP, or Onity Platforms. If a combination of both Aero/Axis/ACP/Onity and VertX hardware platforms are used a total of eight (8) Access Levels can be added per Controller Group per card holder record. Note: A number of different access level types can be added to any one card holder record. The record can contain general access levels, temporary access levels or access control reader groups (ACR).

Symphony AC Operator Guide

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