Badge

This portlet allows user to create, edit and reclaim badges; it is also possible to assign temporary badges to people who have forgotten their badge. For security reasons, badges cannot be deleted so a record of every badge assigned can be maintained.

To open Badge portlet, go to Menu > Maintain > Badge.

By default, the portlet presents all Valid badges for Active people, ordered by Person ID.

Add a new Badge

1.  Type the name, surname or ID to search and then click to select a Person;

2. All badge records associated to the person selected are displayed on the grid. Click the Add button;

It is not possible to add a new badge for a person who already has a Valid badge.

3. On Add Badge form, fill out Badge Number and Version; Active Date Time is populated with the current time by default, and an Expire Date Time can be selected for this badge (optional);

4. Click Save to confirm the inclusion;

5. The new record is presented on the grid.

Edit badge details

1. Click Edit badge details icon in the Action column;

2. Edit Badge form will retrieve the badge data; all values can be modified except for Badge Number and Active Date Time;

3. After changing the information, click Save to update.

Issue a temporary badge

1. Click the "Issue a temporary badge" icon in the Action column;

Ensure the badge status is set to Valid.

2. On Add Temporary Badge form, fill out the required fields and click Save;

3. The temporary badge is shown on the grid with a status of Valid and the first badge has its status automatically changed to Forgotten.

Reclaim temporary badge

1. Click the Reclaim temporary badge icon on the Action column;

2. A confirmation dialog shows; click Yes to proceed;

3. The temporary badge is shown on the grid with a status of Reclaimed and the first badge has its status automatically changed to Valid.

Reclaim Badge

Steps to be performed are the same as described in the previous section (clicking the Reclaim temporary badge icon, confirming the operation); all the icons are greyed out, the badge status is changed to Reclaimed and Reclaim Date column gets populated.