Searching for cardholders and visitors - Security Center 5.6

Security Center User Guide 5.6

series
Security Center 5.6
revised_modified
2019-10-09

If you have a large access control system and cannot find a cardholder or visitor, you can search for them by name, or use the advanced search by applying a combination of filters.

Procedure

  1. From the home page, do one of the following:
    • Open the Cardholder management task.
    • Open the Visitor management task.
  2. To search by an entity name, type the name in the Search () box.

    All entities with names that match the text you entered are listed.

  3. To search for the entity using the advanced search:
    1. In the left pane, click Advanced search.
    2. Set up the query filters for the report. Not all query filters are available for each task. Choose from one or more of the following, according to your task:
      Activation date
      Time the cardholder or visitor’s profile was activated.
      Expiration date
      Specify a time range for when the cardholder or visitor’s profile expired.
      Check-in date
      Time the visitor was checked in (can correspond to the arrival time).
      Unused cardholders
      Search for cardholder or visitor's for whom no assigned credentials have produced an access granted event within a certain time range.
      NOTE: For the report to generate results, all Access Manager roles must be active and online.
      Status
      The status of the cardholder or visitor’s profile: Active; Expired; Inactive; Lost; Stolen. Not all statuses are available for every task.
      First name
      Cardholder or visitor’s first name.
      Last name
      Cardholder or visitor’s last name.
      Email address
      Cardholder or visitor’s email address.
      Description
      Restrict the search to entries that contain this text string.
      Picture
      Cardholder or visitor’s picture.
      Partition
      Partition that the entity is a member of.
      Cardholder groups
      Restrict the search to specific cardholder groups.
      Credentials
      Restrict the search to specific credentials.
      Credential status
      The status of the cardholder or visitor’s credential: Active; Expired; Inactive; Lost; Stolen. Not all statuses are available for every task.
      Credential information
      Restrict the search to specific card formats, facility codes, card numbers, or license plates.
      Custom fields
      Restrict the search to a pre-defined custom field for the entity. This filter only appears if custom fields are defined for the entity, and if the custom field was made visible to you when it was created or last configured.
      Escort required
      Specify that an escort is required.
      Visitor host
      Select the visitor’s host (or escort).
    3. Click Search.

Results

The cardholders or visitors that match your search criteria are displayed on screen.

Example

Let's assume that the cardholder or visitor you are searching for has a card that was activated less than a week ago. In the Activation date filter, enter 7 days in the During the last box.