How to Add Staff Record using Scan List in xPortalNet Software

Problem (Issue) Statement:How to Add Staff Record using Scan List in xPortalNet Software
Description:A guide to add staff records using Scan List in xPortalNet software.
Related Software:
  • xPortalNet Lite
  • xPortalNet Standard
  • xPortalNet PS
Related Hardware:
  • All controller model
System Application:
  • Software configuration to add card user in Staff Records
Symptom and Finding:NIL
Cause:For first time guide to add staff record using Scan List in xPortalNet software
Solution:

Warning!

  • Users are not recommended to run any xPortal software in Windows XP operating system as the system is unstable

  • Users are also advised to stop the xPortal Services before shutting down the Server PC to prevent any missing transaction issues.

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Summary:

  • To add Staff Record using Scan List in xPortalNet software.

Step-by-step Guide:

  • To add Staff Record using Scan List in xPortalNet software:

Step 1: Ensure that xPortalNet Services is running.


Step 2: Go to xPortalNet Client > Data Setup > Access Data Setting > Staff Record and click Get Now! to continue.
Staff Detail List Window
Figure 1: Staff Detail List Window


Step 3:  The Staff Detail Setup window will be shown. Click Scan List.
Four Options to Add Staff Records
Figure 2: Four Options to Add Staff Record


Step 4: The Scan List window will then be shown. Select the previously scanned card number you wish to install and enter all relevant information of the staff. Click Door Access Code to assign the door access for the staff.

Figure 3: Scan List Window


Step 5: Click Load Door Accessibility Template. The Select Door Access window will be shown. Select the Door Accessibility Code which will grant door access to the staff. Click OK to confirm saving the changes.
Select Door Access Window
Figure 4: Select Door Access Window


Step 6: The following window will be shown after the card is successfully added. Click Close to continue.
Results Window Showing the Added Staff Record
Figure 5: Results Window Showing the Added Staff Record


Step 7: The software will automatically send door settings (install card) to all controllers. The Delivery Report window will then be shown upon completion of the process.
Delivery Report Window
Figure 6: Delivery Report Window


Step 8: The newly added staff record will be listed in the Staff Detail Setup window.
Newly Added Staff Record in Staff Detail Setup Window
Figure 7: Newly Added Staff Record in Staff Detail Setup Window

Common Issues:NIL
Porting Date:26/11/2018 (Rev 1.0)

PROOF-READ

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