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.
The default Badge Filtration records are:
Badge Type |
Employee Type |
Permanent |
Full Time Employee |
Permanent |
Contractor |
Temporary |
Full Time Employee |
Temporary |
Interim |
These records allow Permanent badges to be assigned to Full Time Employees or Contractors, and Temporary badges to be assigned to Full Time Employees or Interim employees.
Employee Types Administrator and Supervisor are not configured. In order to issue a badge to an Administrator or Supervisor, you must configure a badge filtration record for each. See Add a Badge Filtration Record.
See Also:
Badge Filtration Field Descriptions
Find a Badge Filtration Record
Delete a Badge Filtration Record
Copy a Badge Filtration Record
Badge Type
Permanent: Permanent badges are considered normal badges for employees.
Temporary: Temporary badges are typically used for a short duration of time. For example, a temporary badge can be assigned to a visitor or someone who has misplaced a badge and needs a temporary badge.
Employee Type
Employee Types are configured on the Employment Profile tab of the Employee form.
The available Employee Types are listed below.
Employee Type |
Description |
ADMINISTRATOR |
This type is given to users that are considered system administrators and need full access to the system. Note that full access to the application is given via Form Profiles, Security Roles, and Security Data Roles. |
CONTRACTOR |
Non-supervisor, non-employee contractor. |
EMPLOYEE |
Non-supervisor employee. |
INTERIM |
Employee is not yet set up as a permanent employee (can be supervisor or non-supervisor). |
MACHINE |
Person record is for a machine. |
SUBCONTRACTOR |
Person who is employed by an outside agency or vendor. |
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Employee Management > Badge Management > Badge Filtration.
To find a specific record, use
the filter fields at the top of the form. If necessary, click the
Filter button. Select a Badge Type and/or Employee Type and click
Find.
Click Find.
The records that match your criteria will display.
Click Main Menu > Employee Management > Badge Management > Badge Filtration.
Click Add.
Select a Badge Type and a Employee Type.
If you want to add more than one record, click Save and Add to save your settings and keep the Add window open. Or click Save to save your record and return to the main form
Click Main Menu > Employee Management > Badge Management > Badge Filtration.
Select the record and click Delete.
Click OK to confirm the action.
Click Main Menu > Employee Management > Badge Management > Badge Filtration.
Select the record you want to duplicate and click Copy.
Modify the Badge Type and Employee Type as necessary.
If you want to duplicate more than one record, click Save and Add to save your settings and keep the Copy window open. Or click Save to save your record and return to the main form