Credential Templates

Credential Templates enable you to bypass the time-consuming task of creating a new credential from scratch. Using templates, you simply create a credential using a predefined template, generate the necessary card information, and you've created the necessary credential. If you have many employees, this shortcut can save many hours in the enrollment process.

For example, if you have twenty technicians, all of whom use the same lab doors and require the same access, you can create a single Lab Technician Credential Template and assign that template to every technician, thereby saving you the trouble of filling out the same credential information twenty times.

The General tab of the Credential Template Properties looks like this:

ID	This is a read-only field. The system generates a unique ID for each Credential Template. When you create a new Credential Template, the value (new) appears. This is replaced by a unique number when the credential is created.
Link new credentials to this template	Check this box to link any new credential to this template. This means that when this template is changed, the credentials associated with this template also change. A pop-up confirmation box will appear asking you to confirm your action. If this box is not checked, this Credential Template can be changed without rippling down to every enrollee associated with the Credential Template.
Description	Type a brief description of this Credential Template (up to 50 characters).
Badge Template	From the drop-down list, select the Badge Template you want to link to this Credential Template. If you need a double-sided badge, make sure to select a Badge Template designed specifically for double-sided printing. Only those Badge Templates already defined from Velocity and associated with your Role are displayed in this list.
IDF	Select one of the available IDF options from this combo box. Options are: 0 - Badge Only 1 - Keypad 2 - Card 3 - Dual 4 - Card + Dual 5 - Keypad + Dual 6 - Keypad + Card 7 - Keypad/Card/Dual The default is 1 - Keypad.
Card	If you select any card option including 2 - Card, 3 - Dual, or any other Card + Code option from the IDF field, this section is activated.
Type	Select the type of card from the drop-down list. Select from these options: Std 26-Bit Wiegand Std 27-Bit Wiegand Std 28-Bit Wiegand Std 29-Bit Wiegand One-Field ABA Special 1 through 39 Passthru Octal passthru 200-bit FASCN 200-bit 37-Bit Wiegand hex 37-Bit Wiegand NP hex Octal to Hex The default is Std 26-Bit Wiegand.
Stamp #	This field is not used on a Credential Template.
Data	Type the data programmed in this card. This number is often the same as the hot stamp number (but not on Hirsch cards). If you are not enrolling this card through an Enrollment Station, and you know the data format of your cards you can enter it in this field by hand in order to generate a MATCH number.
MATCH	This field is not used on a Credential Template.

Activation/Expiration Date
Activate	The date and time when this credential becomes valid. At the date field, click to display a calendar. Select the month and day on which this card/code is activated. You can click the < and > buttons to go from month to month. The current time is automatically supplied. To change this, click in the time fields and enter new values as required.
Expire	The date and time when this credential becomes invalid. If the person possessing this credential attempts to use it after the expiration date, it will be denied. If you want to enable the use of an expiration date, do the following: To activate the expiration date field, check the ‘Expire’ option. Click the date field to display a calendar or click the button to the right. The Set Expiration Date dialog appears. Specify the date or UDF field you want to use as the expiring date. Click OK. The Credentials that are linked with the Credential Template will have the same expiry date as in the template, Setting a Credential Template’s expiration date to a future date will re-enable linked credentials that are currently disabled. See the pop-up warning shown below. Once the changes are made and clicking Apply Changes, you will get another pop-up alert box that shows the Credentials that will be overridden.
On Expiration	This field is activated when the 'Expire' checkbox is selected. Three options are available: Disable - click this radio button to indicate that the credential will be disabled on expiration. Delete From Controllers - click this radio button to indicate that the credential will be deleted from all controller databases. Disable And Unassign - click this radio button to indicate that the credential will be disabled and unassigned from the person at expiration. The credential can be reused by selecting it from the Unassigned Credentials within Enrollment, assigning it to a person, then reactivating it.
Code
Length	Use the picklist button to specify how many digits this code (PIN) can be. The range is 3 - 15 digits. The default is 4 digits.
PIN	This field is not used on a Credential Template.
Confirm	This field is not used on a Credential Template.
Duress Digit	Use the picklist button to specify a duress digit. The available duress digits are 1 - 9. The default is 0 indicating that no duress digit is required and the feature is disabled.
Save Changes	Click this button to save changes.
Cancel	Click this button to discard changes and exit this window.

The Function Tab of the Credential Template Properties dialog looks like this:

Functions
Function Category	From this drop-down list, select the function category for this credential. The categories include: Access Relay Alarm Password Special Function Group The fields below will change depending on the function category selected.
Function	From this drop-down list, select the function. The options will vary depending on the Function Category selected above.
Door Group	If you select Access or Password from the 'Function Category' drop-down list, this combo box appears. Select a Door Group from the list based on your Role permissions.
Controller	If you select Relay or Alarm from the ‘Function Category’ drop-down list, this combo box appears. Select the Controller that the specified Control Zone affects.
Control Zone	If you select Relay or Alarm from the 'Function Category' drop-down list, this combo box appears. Specify the Control Zone that specifies the relay(s) or input(s) and their behavior. Both Standard and Master Control Zones are included in this list.
Function Group	If you select Function Group from the ‘Function Category’ drop-down, this combo box appears. Select an existing Function Group from the list.
Special	Alarm Cancel: Cancel all alarms within the specified zone. When you select this function, the 'Door Group' combo box appears. Select the door group to which this function applies. The default is all doors, always. Watch Log: Logs code entry for tracking guards on their appointed rounds. When you select this function, the 'Door Group' combo box appears. Select the door group to which this function applies. The default is all doors, always. Time Log: Logs code entry for recording the arrival and departure times of time log code holders. When you select this function, the 'Door Group' combo box appears. Select the door group to which this function applies. The default is all doors, always. Deadman Timer: Starts a deadman timer at code/card entry. If the timer expires before the employee's next code/card entry, an alarm is recorded. When you select this function, three combo boxes appear: Controller, Control Zone, and Time(Sec). Indexed Command: If you select Indexed Command from the ‘Functions’ drop-down, this combo box appears which specifies several subfunctions. Manual Holiday Table (1 - 4) Manual UnHoliday Table (1 - 4) Forgive all Users Clear Code Tamper Count Users This Side Count Users Other Side Set Threat Level: If you select Set Threat Level from the ‘Functions’ dropdown, this combo box appears. Specify the Threat Level range from 0 - 99.
Save Changes	Click this button to save changes.
Cancel	Click this button to discard changes and exit this window.

The Limits page of the Credential Template Properties dialog looks like this:

Apply Credential Management Globally	Click this box to indicate that the credential management limits specified here are shared amongst all controllers connected to the same Xbox. Before this feature can be applied, you must first check the 'Enable Global Credential Management' box on the Setup page of the Controller Properties dialog for each affected Controller. For example, if a person using this credential exceeds the use limit at one door, that information is shared with all other controllers on the same Xbox. This makes it impossible for the credential to be used at another door even if it is controlled by a different controller.
Threat Authority	Use the spin control buttons to increase or decrease the threat level for this Credential Template.
Day/Use/Absentee Limits
No Limit	Click this radio button to indicate that there are no limits for this Credential Template. This is the default value for a Credential Template.
Day Limiting	Click this radio button to specify that this credential expires after a specified number of days. (A day is defined as running from midnight to midnight.) The 'Day/Use/Absentee Count' spin control field is activated. Specify the limit in the 'Day/Use/Absentee Count' field to the right.
Use Limiting	Click this radio button to specify that this Credential Template expires after a specified number of uses. The 'Day/Use/Absentee Count' spin control field is activated. Specify the limit in the 'Day/Use/Absentee Count' field to the right.
Absentee Limiting	Click this radio button to specify that this Credential Template expires after a specified number of recorded days absent (days this card and/or code were not used). The 'Day/Use/Absentee Count' spin control field is activated. Specify the limit in the 'Day/Use/Absentee Count' field to the right.
Day/Use/Absentee Count	Use the spin control buttons to increase or decrease the number of days, uses, or absences this Credential Template is allowed before it expires. The units specified here depend on the limiting radio button: if you select Day Limiting, the count is in days (1 - 255) if you select Use Limiting, the count is in uses (1 - 255) if you select Absentee Limiting, the count is in days absent (1 - 254)
2-Person Rule	This section specifies how the 2-Person rule is applied to this Credential Template. Doors are enabled for 2-Person Rule using the General page of the Door Properties dialog. Timers and time zone disable parameters are specified on the Passback page of the Controller Properties dialog.
Normal	Click this radio button to indicate that the normal 2-Person rule applies to this credential. This person can access a 2-Person Rule-enabled door with any other person possessing a Normal, A/B Rule "A", or A/B Rule "B" designation.
A/B Rule A	Two-Person "A/B" Rule. If one person has an A/B Rule "A" specified in the limits for their credential, they need to find someone with an A/B Rule "B" or a 'Normal' designation in order to unlock a 2-Person Rule-enabled door. This is particularly useful for supervisor/trainee access privileges.
A/B Rule B	Two-Person "A/B" Rule. If one person has an A/B Rule 'B' selected in the limits for their credential, they need to find someone with an A/B Rule "A" or a 'Normal' designation in order to unlock a 2-Person Rule-enabled door. This is particularly useful for supervisor/trainee access privileges.
Executive Override	Two-Person Executive Override. This allows the holder of this Credential Template to override the 2-Person Rule. It only takes this Credential Template to unlock the door, even if the door normally requires two people.
Save Changes	Click this button to save changes.
Cancel	Click this button to discard changes and exit this window.

The Options page of the Credential Template Properties dialog looks like this:

Actions
Tag	Check this box to indicate the credential is tagged. A tagged alarm will be generated at the host.
Alert	Check this box to indicate the Credential causes an alert.
Disable	Check this box to disable all credentials associated with this Credential Template.
Reader Control Groups	Select from this drop-down list to associate the appropriate Reader Control Group with a credential.
Passback
Executive Override	Click this box to designate that this Credential Template allows executive override.
Special Needs
Special Needs Access Time Extension	Click this box to designate that this Credential Template allows an unlock extension beyond the normal unlock interval for special needs, such as wheelchair access or large parcel delivery. Before this feature is enabled, you must first specify intervals in the 'Special Needs Time Extensions' section of the Controller Setup properties sheet.
Override Scramble Keypad Display	Click this box to designate that this credential allows Scramble Keypad Display override.
Current Issue Status
Current Issue Status	Enables an operator to document the current status of this credential. This is particularly helpful if the credential has been lost, destroyed, or stolen for some reason. Either enter an issue into this combo box, or select one of the status options from the drop-down list. The default issue list options include: Lost Stolen Destroyed This is an information field which does not disable the Credential Template. That is done by checking the Disable box in the Actions section.
Print Control
Enable Print Control	Check this box to enable print control. Print control is a feature that restricts the number of badges that can be printed using a credential based on this Credential Template. If this credential is not associated with a Badge Template, this section has no relevance. A qualified operator can enable Print Control globally using Enrollment Manager Preferences.
Attempts	A read-only field indicating the number of attempts that were made to print a badge based on this Credential Template. This count and the Confirmed count will be identical unless you check the Display print confirmation box.
Confirmed	A read-only field indicating the number of badges based on this Credential Template that were actually printed. This number cannot exceed the prescribed Max field. This count and the Attempts count will be identical unless you check the Display print confirmation box.
Max	Enter the maximum number of badges that can be printed for a badge based on this Credential Template. Velocity will not allow either the Attempts or Confirmed counts to exceed the value entered here unless the operator printing the badge is assigned to a role that allows overriding of print control. A qualified operator can specify a maximum value globally using Enrollment Manager Preferences.
Display print confirmation	Check this box to enable confirmation when a badge based on this Credential Template attempts to print. This means that whenever an operator prints a badge based on this credential, the system prompts the operator to indicate whether the badge is printed correctly. If the operator indicates that the badge did print properly, both the Attempts and Confirmed fields are incremented by one. If the operator indicates that the badge did not print properly, only the Attempts field is incremented. A qualified operator can enable this feature globally using Enrollment Manager Preferences.
Issue Control
Enable Issue Control	Check this box to enable issue control.
Count	This field is not relevant for a Credential Template.
Max	Enter the maximum number of times a credential based on this template can be issued. The system will not allow the Count field to exceed the value entered here.
Save Changes	Click this button to save changes.
Cancel	Click this button to discard changes and exit this window.