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How to batch add staff record in xPortal Client software?
Author: Microengine Views: 24012 Created: 09-03-2015 11:04 AM 0 Rating/ Voters

This article contains steps to batch add staff record in the software. This menu allow you to add staff when you have a set of sequence card number.

Applies To:

  • Software xPortal2005, xPortal2007, xPortalNet, xPortal3000     
 Resolution Summary
 

There are 4 ways to add staff record using the xPortal software. You may choose any option that you preferred. The 4 options are small"Manual Add", "Batch Add"small"Scan List" and small"Import Staff"This article will show you the steps of using "Batch Add".


 
 Resolution
 

Please complete the following steps in order to add staff record:

This option allow you to add staff when you have a set of sequence card number.

  1. Run xPortal Client to start adding the staff record. 
  2. Please ensure the xPortal Server is already running and controller is up.
  3. Open Staff Records. Go to Data Setup › Access Data Setting › Staff Records.
  4. Click Batch Add link to insert a new Staff Record. A form as below will be displayed.


  5. Enter the information of the staff.
    1. The Card No must be in sequence order. 
      Eg: Start Card No: 100001, End Card No: 100010.
      » 10 cards no in sequence order will be added in batch
    2. The information entered will be applied to all staff record added.
    3. The staff name will auto generated when using Batch Add menu.

  6. After you have entered all the necessary fields, open Door Accessibility tab to set the door access for the staff.
  7. Click Load Door Accessibility Template and Select Door Access window will be shown.


  8. Select small Door Accessibility to determine at which day and what time the staff can access particular door.
  9. Click OK to confirm load door access. The following window will be shown.


  10. Go back to General Info tab. Then click OK to start add record in batch.
  11. The software will automatically send user setting (install card) to all controllers. 
  12. The Batch Add Result will be shown after finish downloading all staff record. 
  13. Click Close.


  14. After downloading all the settings, it will display a report of data being sent. 
  15. Click Close to return to Staff Detail Setup menu.


  16. The newly added staff record will be listed in the Staff Detail Setup menu.


  17. Enter ID Number/ flash card to the reader to verify it is already installed. 
  18. The card will get "Valid Entry Access" if the staff is granted for access on the installed controller.
  19. Finished.
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  • Summary: This article contains steps to batch add staff record in the software. This menu allow you to add staff when you have a set of sequence card number.
  • Search Tags: add staff record, unlisted user, batch add, add card, unknown card number
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