Client Management Additional Customer Data Entry Central Station Tracking Access Control Cards

Additional Customer Data Entry (continued)

Central Station Tracking (continued)

Access Cards (continued)

The Access Cards form is divided into two tiers; the upper tier displays a list of previously entered Access Card Information and the lower tier is where new Access Card Information is entered or edited.  As new Access Cards are added and saved they will appear in the upper tier of the form.

To add an Access Card record, press the New button located at the lower right of the form.  Enter the field information according your company policy and procedures.  Press the Save button when finished entering the Access Card information.  When finished entering all records, press the Save button located at the lower right of the System form.

Site Code – The Site Code field is optional, however if the cards contain a site code that value should be entered into this field, so that the next time cards are needed, the access cards with the correct site code is ordered.

Part/Description – Enter the exact part number or press the lookup icon to the right of the Part field to locate the part number.  The Description will automatically fill in once a valid part number has been entered or selected.

Issued – Enter the date or select a date using the calendar icon to the right of this field.  This is the date the access cards were issued to the customer.

Beginning Card # – Enter the beginning card number in the series that is being issued to the customer.

Ending Card # – Enter the ending card number in the series that is being issued to the customer.

Quantity – The quantity will automatically be calculated and displayed based on the beginning and ending card numbers entered in the previous fields.

Note:  This is a double-save form; the User will press the Save button on the Access Card form to add new Access Card information then press the second Save button located at the bottom of the System form once all Access Card information has been entered.

 

 

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