BADGE PASS VISITOR MANAGEMENT OPERATIONS GUIDE. Contact Information: Dale Belcourt John Till 20038

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Transcription:

BADGE PASS VISITOR MANAGEMENT OPERATIONS GUIDE Contact Information: Dale Belcourt 27233 John Till 20038

UNDERSTANDING BADGE PASS Badge Pass is a suite of security products which can be installed separately or as a complete package. Currently Mesa Public Schools utilizes two products from this suite. -Identity Manager Tracks and manages all functions relating to the printing of I.D. cards. -Visitor Manager Allows for the tracking of visitors on a campus along with the ability to print a temporary I.D. badge from a label printer.

INITIALIZING BADGE PASS -- The following BadgePass client Icon will be added to the desktop after the installation process. -- Double click the icon to initialize the badgepass software. -- Since BadgePass contains a number of different modules, the software is loaded in the lower right corner software notification area. Select the upper arrow to see the BadgePass Icon.

OPENING BADGE PASS -- Right click on icon to reveal list of modules installed and other settings. -- Left click Visitor Manager to open the Visitor Manager Main Screen.

REGISTER A VISITOR -- To register a visitor for the first time, first enter the last name into the Last Name field. Select search.

REGISTER A VISITOR -- Only two additional fields are required to be entered. The First Name and the Visitor Type. Select ok to add the record.

REGISTER A VISITOR -- To capture the photo, choose Capture under the photo area to open the camera and show a live preview.

REGISTER A VISITOR -- Press the Capture button to take the picture. The web camera will take about 2 seconds before freezing the frame.

REGISTER A VISITOR -- A crop box will appear which you can move with your mouse or resize from the corners. Once you are satisfied with the framing, press ok.

CHECKING-IN NEW VISITOR --The final picture will be saved with the record. --Next choose contract type either Location or Student. --You may either choose a specific student, or in this case a specific location for the visitor.

CHECKING-IN NEW VISITOR --To select a student, click on the spyglass search button and enter the students last name. Once you choose Search, either that students name will appear or a list of students with the similar last name. Highlight the student you wish and select ok.

CHECKING-IN NEW VISITOR --Now that the student Is associated with that visitor. The final step is to click the Check-In button to check-in that visitor.

ONSITE LIST --To see who is on your campus, simply select the Onsite List Button. --You may at this point either checkout the selected visitor or print that visitor a badge. Select Close tor return to the main screen

CHECKING-IN ALREADY REGISTERED VISITORS --To check-in a visitor who has already been added to the database, simply search by last name and select the visitor you want. Choose ok to prepare that visitor for check-in. --Note: If your visitor is not on the list than you must select add visitor to add them to the database and register them into the system.

CHECKING-IN ALREADY REGISTERED VISITORS --At this point simply select the Check-in button or enter on your keyboard to check-in that visitor. Note: The system will remember the information concerning the last visit. Since 86-90% of all visitors repeat their actions, this makes the check-in process very simple. --Note: Remember that once you check-in the visitor this screen will go away and bring you to the Main Screen.

BAN VISITORS FROM YOUR CAMPUS --To ban a visitor from your campus, select the Visitor Info tab at the top of the screen. Select the Ban Visitor button.

BAN VISITORS FROM YOUR CAMPUS --From this screen you can see that the visitor will be banned from all locations and individuals at your campus. --You must enter a reason for the Ban in the comments section before the system will allow you to proceed. Select Ok after you have entered the appropriate comments.

BAN VISITORS FROM YOUR CAMPUS --Once you select ok this screen confirms that this individual will be banned from this location. Enter Yes here to confirm the ban process --The screen will go away once you enter yes.

REMOVE BAN FROM VISITORS --First bring up the banned visitor. Select the Visitor Info Tab again.

REMOVE BAN FROM VISITORS --Select Ban Visitor. --Select Remove Ban. This will take the banned status off of that visitors record.

LABEL PRINTER SETTINGS --Each new user on the system will need to setup the label printer with the correct settings. --go to control panel and choose devices and printers.

LABEL PRINTER SETTINGS --Right click on the Dymo label Writer and select Printing Preferences. --Change the orientation to landscape. --Select the advance button.

LABEL PRINTER SETTINGS --Select the paper size to be 30857 Badge Label. --Select Ok to save and exit the screen. --Than select Ok to save and enter the printer preferences screen. Your changes have been completed.

SUPPORT For support of the Badge Pass Visitor system, Call or email either; Primary Support - Dale Belcourt 2-7233 djbelcourt@mpsaz.org or Backup Support - John Till 2-0038 Jftill@mpsaz.org