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2 - Basic Operations: Department Definition

This software is designed for time attendance and door access control. It allows users to define departments, sections, remarks, and user management which includes enrolling user fingerprints and credentials on connected terminals. The document provides instructions on setting up and managing these features for access control.

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Peter Asane
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0% found this document useful (0 votes)
79 views12 pages

2 - Basic Operations: Department Definition

This software is designed for time attendance and door access control. It allows users to define departments, sections, remarks, and user management which includes enrolling user fingerprints and credentials on connected terminals. The document provides instructions on setting up and managing these features for access control.

Uploaded by

Peter Asane
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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2 BASIC OPERATIONS

This software is designed for time attendance and door access control function.
This chapter covers basic operations and its communication with the terminals.

DEPARTMENT DEFINITION Department


You can create departments and assign users into any of the department. You can
filter data viewing or reports by department.
Ignore this step if the Company does not have department categorization.
To add a new department, insert the name of the department.
Press to insert the next department.
To delete a department, select a department and press DEL on keyboard.

Password
You can assign department password to each departments manager. With the
password, department manager can login into TCMS V2 to view and print reports
for users assigned under his department only.
Ignore this step if department manager(s) were not granted any rights to access the soft-
ware.

To add new department password, insert password next to the department. Press
to insert the next department password.
To delete a department password, select a department password and press DEL on key-
board.

User ID
You can assign user ID for department manager in this column. Department man-
ager can login to TCMS V2 Viewer (optional web application) to view and print
reports for those assigned under the same department.
Ignore this step if the Company is not using TCMS V2 Viewer.
To add a new User ID, insert User ID in the column next to the department.
Press to insert the next user ID.
To delete a User ID, select a User ID and press DEL on keyboard.
Click Close to save changes.

18 CONTENTS
SECTION DEFINITION REMARK DEFINITION
Section can be either above or under a particular department. For example, if a Remark is a tag to explain users clocking activities. It is in combination with the
section is defined by using categories such as Local or Overseas, it means work codes used by a terminal. A user can insert a predefined work code during
that Local or Overseas can be placed higher than a Department, thus contain the his fingerprint verification at the terminal. The inserted code is meant to identify
departments mentioned in the Department Definition. activities, for example code 20 represents Emergency Leave, code 10 rep-
Ignore this step if the Company does not require any section. resents Meeting Supplier and etc. The clocking time will come with work code
To add a new Section, insert the name of the section into the column. Press to insert the explanation in the software, published in Attendance Sheet, Terminal Data Audit
next section. List and Monitor Terminal Activity.
To delete, select a Section and press DEL on keyboard. Ignore this step if the Company does not require work codes or reasons for clocking data.

Click Close to save changes.

CONTENTS 19
If you are not using work code at the terminal, you can check the clocking data. Click User management to open the page and you will see the following win-
By default, these are the basic codes of all terminals. dow.
00 Check In 01 Check Out 04 OT In 05 OT Out
User can press the keypad buttons to define their clocking status during verifica-
tion.
button Check In button Check Out ESC button OT in OK button OT Out
These codes are downloaded into the software without affecting time attendance
calculation. They are useful only when you export clocking data to any 3rd party
software.

USER MANAGEMENT
Click to go to User Management.

User Fingerprint Management is a page to interact with all connected terminals in


handling transfers of users. The details of each column are explained below.

User ID The number to identify every user enrolled in a terminal, maximum ID is 9 digits.
Name The full name of every users for example Tony Michael.
Department The department that the user belongs to.
Fingerprint Total fingerprint templates user enrolled in the terminal
User Name The display name on the terminal during verification, maximum is 8 characters.
For example Tony.
Privilege The system offers 4 levels of authority to the terminal. User Normal user who
is not given any permission to access any settings of a terminal. Enroller A
person who is given permission to only enroll new users into a terminal. Admin
A person who is allowed to access all settings of a terminal except Advance
Settings. Supervisor A person who has the highest authority to access all set-
tings in a terminal.
Password The password enrolled at the terminal. Current password can be edited or it can
be replaced with a totally new password. A user can also add a password to the
User ID to enhance security. However, any changes made must be uploaded to
select terminal(s) before it could take effect. Ignore this step if a user is not using
any password.

20 CONTENTS
Card ID The Card ID enrolled at the terminal. Current card can be edited or it can be [2] In Download Users from Terminal window, select the terminals ID number
replaced with a totally new card. A user can also add a card to the User ID to from the drop down menu. As soon as the selection is made, the software will
enhance security. However, any changes made must be uploaded to select
terminals before it could take effect. Ignore this step if a user is not using any
connect to the terminal and all available users ID will be displayed onscreen.
card. [3] Click All to select all users to download or you can choose to download a
Disabled This function is to disallow certain users from getting verification at certain particular user by clicking his user ID.
terminal(s). [4] In Selected Data section, please select all (Fingerprint, Card ID, User Name
Details of operation are described below. + Privilege + Password) to download.
[5] Click Apply to start downloading.
DOWNLOAD USERS FROM TERMINALS

After users are enrolled at a terminal, the data must be downloaded into the soft- Users will be downloaded into the software and basic information such as Name,
ware before using any other features in the software. Department, and User Name can be inputted into the table.
[1] Click Download User.

CONTENTS 21
UPLOAD USERS TO TERMINALS You can upload users to multiple terminals without repeating the above steps.
All users stored in the software can be uploaded to other terminals without re- Follow the steps below to upload users to multiple terminals.
enrollment. You can upload any changes of the users to the terminals too.

On User Fingerprint Management page, follow the steps below to upload users [1] Click Upload User.
into terminal. [2] In the Upload Users to Terminal window, ignore the ID column.
[1] Click Upload User. [3] Click All to select all users to upload or you can choose to upload a particular
[2] In the Upload Users to Terminal window, select terminal ID. user by clicking his user ID.
[3] Click All to select all users in the terminal for upload or you can choose to [4] In Selected Data, please select all (Fingerprint, Card ID, User Name + Privi-
upload a particular user by clicking his user ID. lege + Password) to upload.
[4] In Selected Data section, please select all (Fingerprint, Card ID, User Name [5] Click Select Terminal ID.
+ Privilege + Password) to upload. [6] A new window with all terminal IDs will be displayed. Uncheck irrelevant termi-
[5] Click Apply to upload. nals.
[7] Click OK to proceed.
[8] If you want to sort the terminal by group, select Group by the Terminal Group
column.

22 CONTENTS
DELETE USERS (TERMINAL)
In some circumstances, the Company needs to delete some users from the
terminal(s) for examples if a staff resigned or he is blocked from using a certain
terminal, please follow the steps below.

[1] Click Delete User (Terminal).


[2] In the Delete Users from Terminal window, click All to select all users or
you can select particular users to delete from terminal.
[3] In Selected Data, please select all (Fingerprint, Card ID, User Name + Privi-
lege + Password) to delete.
[4] Click Apply to proceed.
Deletion of the same user from multiple terminals can be done without repeating
the above steps. Follow the steps in the next page to delete users from multiple
terminals.
[9] Select the Group and Click OK to proceed.

CONTENTS 23
[1] Click Delete User (Terminal).
[2] In the Delete Users from Terminal window, ignore the column ID of termi-
nal.
[3] Click All to select all users to upload or you can choose to upload particular
users by clicking their user ID.
[4] In Selected Data, please select all (Fingerprint, Card ID, User Name + Privi-
lege + Password) to upload.
[5] Click Select Terminal ID.
[6] A new window with all terminal IDs will be displayed. Uncheck irrelevant ter-
minal ID.
[7] Click OK to proceed.
[8] If you want to sort the terminal by group, select Group by the Terminal Group
column.
[9] Select the Group and Click OK to proceed.

24 CONTENTS
DELETE USERS (PC)
Once user information is deleted from a terminal, the particular user will not be al-
lowed access anymore. However, his information is still available in the software.
To remove a user from the software, please follow the steps below.

If the Company wants to delete the user from the software, please follow the steps
below.
[1] Click to open User Record page.

[1] Click Delete User (PC).


[2] Click All to select all users to delete from the software or you can choose to
delete particular user by clicking his/her user IDs.
[3] In Selected Data, please select all (Fingerprint, Card ID, User Name + Privi-
lege + Password) to delete.
[4] Click Apply to upload.
The user information will be cleared and highlighted in grey. However, his User
ID, name and department will still be in the software. It is recommended that the
Company keeps the information for future reference.

[2] Double click the Dustbin icon.

CONTENTS 25
[2] Select the user ID and insert information into the corresponding field.
[3] Click the Click for photo column to find photo of the user.
[4] Repeat the same steps for other users.
[5] Click Apply to save settings.

In case you wish to change the User ID to another new User ID, follow the steps
below.
[1] Click to open User Records.

[3] Select the User ID to delete.


[4] Click Delete to proceed.

USER RECORDS
User details and photo can be inserted in User Records.
Ignore this step if the Company does not want to insert details or photo of users.

[1] Click to open User Records. [2] Click Change ID.


[3] Select the user ID that you want to change.
[4] Insert the new user ID.
[5] Click Apply to save settings.

26 CONTENTS
SET TERMINAL DATE AND TIME DOWNLOAD DATA FROM TERMINALS
When you run the software for the first time, synchronization of date and time of Users verify their fingerprints, passwords or cards at a terminal to report attend-
terminals with the computer is crucial. ance or gain access. The date and time of verification is captured as clocking
data and saved into local memory of terminals. To enable viewing of these clock-
ing data, the data needs to be downloaded into the software to generate attend-
ance data, in-out records and reports. It can be done manually or automatically.
Failure to download data from terminals to computer, no records could be viewed
in the software.

MANUAL DOWNLOADS
[1] Click and select Download data from terminals

[1] Click and select Set terminal date and time.


[2] The date and time of the terminals must always be the same as the computers.
[3] Click Apply to synchronize with the terminal.
If you noticed that the date and time of any terminals are not the same as the
time in the computer which collects all the data, please follow the steps above
to synchronize. [2] Click Apply to start downloading process.
Ignore this step if the date and time of terminals are in sync with the date and time of the
computer.
[3] If you are connecting to multiple terminals, a new window will pop up after you
clicked Apply.

CONTENTS 27
[4] Uncheck irrelevant terminal IDs.
[5] Click OK to proceed.
Data in the terminal will be cleared after downloading process is complete. The
process is automatic to avoid data loss and overflowing of data.

Note: Please do not quit the software, or disconnect terminal from the software
during the downloading process. Interruptions will cause the incomplete
download process and data loss.

AUTOMATIC DOWNLOADS

[1] Click and select Set Automatic Download interval You can select to use all 3 types of download intervals at the same time. All 3
download intervals will not interrupt each other during download process.
[2] The automatic download interval can be predefined by:
Seconds
Minutes (Download process will only start when it is approaching the pre-defined CLEAR DATA IN TERMINAL
clocking time. In case of 10 minutes, if the pre-defined IN time is 9:00am, down- If you want to use the terminals for access control only without checking any
load process will start 10min before 9:00am which is at 8:50am and 10 minutes after access details of users, choose to clear logs from the terminal. You do not need
9:00am which is at 9:10am. This is different with normal minute interval.)
to download logs into the software, instead delete logs directly from the terminal.
Specific timer However, it is important to take note that the deleted transaction logs cannot be
[3] Click Apply to save settings. retrieved by all means.
Ignore this step if the Company wants clocking data of all users of the terminals.

28 CONTENTS
[1] Click and select Clear all data in terminal.
[2] Please remember the random number given in the box.
[3] Click at the random number column and the number will disappear. [1] Click to select Backup/Restore database files..
[4] You need to insert the same number into the column again. [2] To backup database, select Backup Database and select a location to save
[5] Click Yes to proceed. the database .ZIP file.
[3] To restore database, select Restore Database and locate the database .ZIP
file to restore.
BACKUP/RESTORE DATABASE
[4] If you want the software to backup database daily at a fixed time, insert the time
It is advisable to backup your database periodically. You can clear the transaction
into the column.
logs of the software after you have done the backup process. This operation can
reduce the burden of database and to maintain the efficient processing time of the [5] Click Apply to save settings.
software. Restoration of the old database is possible for future reference.

CONTENTS 29

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