How to Configure a Temporary Card to Replace a Lost Staff Card

Problem (Issue) Statement:	How to configure a temporary card to replace a lost staff card
Description:	A staff lost his staff access card. System users can configure a Temporary Card for the staff while waiting for the replacement staff access card. Temporary Card is created for temporary card user only. For example if the staff misplaced their access card, we can produce one temporary card immediately to allow the user to access to the door. After the temporary card has been assigned to the staff profile, the card can be changed or unassigned within the activation period. The Check Card Expiry Function Enable feature has to be activated to allow the system to check the expiry of the temporary card used on selected controllers.
Related Software:	xPortalNet v1.5.0.96 or higher
Related Hardware:	NIL
System Application:	Door Access System
Symptom and Finding:	NIL
Cause:	NIL
	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.* . . Summary To Create Temporary Card. To Assign Temporary Card to a Staff Profile. To Change the Assigned Temporary Card in Staff Profile. To Enable the Temporary Card Expiry Date Checking. To Unassigned the Assigned Temporary Card. . Step-by-step Guide: To Create Temporary Card: In these steps, user will be guided to create the Temporary Card. Step 1: Run the xPortalNet Client. Step 2: Go to Data Setup > Access Data Setting > Card Records. Step 3: Click Add to create new Temporary Card. ^{Figure 1: Add Temporary Card.} Step 4: At Add Card Detail, please configure the following: Enter the temporary Card No Set the Card Type to Temporary Set the Status to Ready ^{Figure 2: Add Temporary Card detail.} Step 5: Click OK to confirm and save the changes. ^{Figure 3: Record successfully added.} Step 6: Repeat the steps to add next Temporary Card. ^{Figure 4: List of Temporary Card added.} ^. ^. To Assign Temporary Card to a Staff Profile: In these steps, user will be guided to assign the Temporary Card to the Staff Profile. Step 1: Go to Data Setup > Access Data Setting > Staff Records. Step 2: Select the staff to be assigned with the Temporary Card and click Modify. Step 3: At Temporary Card section, select the Card No from the list. ^{Figure 5: Assign Temporary Card to Staff Profile.} Step 4: When the Card No is selected, the Start Date, End Date and Activate will be enabled. Please configure the date according to your preferences. Information After Card No* is assigned, the date range will be automatically set to one day. The card is activated by default. Make sure the card is activated prior to using it.* ^{Figure 6: Card No assigned.} Step 5: Click OK to confirm and save changes. ^{Figure 7: Record Updated.} . . To Change the Assigned Temporary Card in Staff Profile: In these steps, user will be guided to change the Temporary Card which has been assigned to the Staff Profile. This action can be done within the activation period only. Step 1: At Temporary Card section, click Change to select different Card No. ^{Figure 8: Click Change.} Step 2: Assign new Card No. Then click OK to save the changes. ^{Figure 9: Card No successfully updated.} Step 3: Flash card to the reader and check the transaction. ^{Figure 10: Transaction List.} ^. ^. ^. To Enable the Temporary Card Expiry Date Checking: In these steps, user will be guided to enable the Temporary Card Expiry Date Checking. Step 1: Go to Data Setup > System Setting > Controller. Step 2: Set the Check Card Expiry Function Enable to Yes. ^{Figure 11: Enable Check Card Expiry Function.} Step 3: Click OK to confirm and save the changes. Step 4: When user flash card after the pre-defined End Date in the Temporary Card settings, the following transaction will be shown. ^{Figure 12: Transaction List.} To Unassigned the Assigned Temporary Card: In these steps, user will be guided to unassigned the assigned temporary card so that it can be used by other staff. Important The Start Date, End Date* and Activate settings are only supported by controller models as listed below:* SNET controller series M2000i, M1000i, M1000i v2 series If you are using other controller models, you need to unassign the temporary card when the card has expired / inactive in order to revoke access from controller(s). Step 1: At Temporary Card section, click UnAssign to unassign the temporary card. ^{Figure 13: Click UnAssign.} Step 2: You will be prompted to confirm to unassign the temporary card. Click Yes. ^{Figure 14: Confirm unassign the temporary card.} Step 3: Successfully unassigned temporary card. ^{Figure 15: Successfully unassigned the temporary card.} Step 4: Finished.
Document Date	05/09/2018 (Rev 1.0)