Badge Management

The Badge Management feature allows you to add, manage, and assign badges to employees and visitors.

"Badge" is a generic term to describe a physical device used to identify a person. It may refer to a card printed with the person’s face, a credit card sized device with some form of memory, a key fob with an integrated memory device, or any other mechanism that is used to uniquely identify a person.

The Badge Management feature is made up of the following forms:

Badge Group

The Badge Group form is used to define groups of badges. You can create duplicate badges as long as they are in different Badge Groups.

Badge Tab on the Badge Group Form

The Badge tab in the Badge Group form is used to add and maintain specific badges in a Badge Group.

Badge Filtration

The Badge Filtration form is used to assign/restrict certain Badge Types to certain Employee Types. Badge Filtration allows you to restrict which types of badges can be assigned to specific Employee Types.

Badge tab on the Employee Form

The Badge tab on the Employee form is used to assign a badge to an employee.

 

License Requirements

This feature requires the following:

To check if the module is included in your license and enabled:

  1. Click Main Menu > Configuration > System > Licensing.

  2. On the License Modules tab, select Badge Management under the Module Name column.

  3. Ensure that the following check boxes are selected: Licensed and Module Enabled.

 

RESET_BADGE Service

The BADGE_RESET service looks for any Active badges that were issued to a person record at some point in time, but whose assignment is no longer valid (in other words, the end date of the record in the Badge tab of the Employee form has expired, or the record was deleted from the Badge tab of the Employee form and is no longer considered issued). These badges will get a Badge State of Available (meaning that the badge is now available for use). The updated Badge State will be reflected on the Badge tab of the Badge Group form.