Person details
Consult the people registered in the system and their details, create visits, provide credentials and re-record the Smart map.
This screen can also be accessed by searching for a person by their name or document in the Global Search search field, in the upper right corner of the reception screen.
When opening the person's Details screen, the information tab will be displayed.General data, containing theLast access information (with the date ofLast acess is the lastLocal registered), in addition to documents, groups and roles.
Roles
For each role that the person has, thePaper Name, TheInitial date , Final date and theLocations that the role can access (if the role registration has activated permission control and defined physical locations).
Organizational structure
EachType of Structure It isDescription of the Organizational Structure defined for the person.
Badge locked
If the person has a locked badge, a warning will be displayed at the top of the screen, just below theName of the person, informing that they have one or more badges blocked.
People without paper
If the person does not have an associated role, when accessing the person's Details screen, the contact information (Email It isTelephone) are displayed partially masked, to preserve the person's sensitive data.
Likewise, people without documents can only be found through the Global Search bar using the person's full document number.
What you can do:
Consult a person's registration
When you locate the desired person, click on the link above their name to view the general registration data screen.
Create a new visit
To create a new visit, the person must have a role in which the "Receive visit" option is active. Consequently:
- On the Person Details screen, General tab, clickCreate visit;
- Fill in the fieldsType of visit,Departure date ,Departure time It isOrdinance;
- In the Visited tab, the person's registration will already be completed. If you wish, you can add more people;
- On the Visitors tab, fill in the required fields, clickTo add and provide visitor data;
- With the data filled in, click againTo add to close the registration or Add and register another visitor to continue the registration process;
- Once registered, the visitor's status will be updated to "Deliver credential";
- Finish scheduling your visit by clickingTo save.
Ordinances that use credentials have the following resources:
Deliver credential
- On the Person Details screen, General tab, clickDeliver Credential;
- Select betweenBiometry orBadge;
- If the optionBadge
- be selected:Enter the badge technology used. Depending on the type of ordinance, this technology can be
- :
- Smart Ca
- rd;Bars;Proximity.
- type theNumber or click on the button next to the field so that the system obtains the information through the card reader;
- Inform theBadge validity and theHour ;
- click inTo generate to complete the process and release the badge.
- be selected:Enter the badge technology used. Depending on the type of ordinance, this technology can be
- If the optionBiometry is selected, the interface for reading the person's fingerprint opens.
Important
This function only appears for people with active roles.
To deliver biometric credentials, the biometric reader needs to be installed and configured.
Print credential
If theOrdinance selected on the Reception screen has aLabel Template member in the registration, the credential can be printed at the time of delivery (item above). When generating the credential, the buttonGenerate and print will be available.
The credential can also be printed once generated by accessing the tabCredentials on this Person Details screen, and clicking the buttonPrint out of the credential line.
Download credential
Credential cancellation must occur when the employee, who received a credential upon arrival, returns his badge to reception upon departure.
To check out a credential, on the Person Details screen, Credentials tab, Action column, clickTo go down;
Important
This function only appears for people with an active temporary badge.
Note
The permissions must be configured at senior X Platform > Technology > Administration > Authorization > Role Management.
