This path is for the Credential Manager, who runs the key desk. The Credential Manager hands keys and cards over, takes them back, keeps the depots and reports what goes missing. portier's introduction team trains you along this path and leaves it with you as your manual. You can also work through it on your own.
Find a key and read who holds which copy.
Hand keys and cards over and finish hand-overs that are still open.
Take keys back and keep track of overdue keys.
Work through key order requests.
Put copies into depots, take them out again and count the stock.
Report a lost, stolen or damaged key.
You need a login to your own organisation with the Credential Manager role. If either is missing, ask your Organisation Admin. You practise on your organisation's real data.
Your first day in portierX. You can sign in and know where your work starts.
Find your way around portierX. You can reach every area of your work at the key desk from the sidebar.
What your role lets you see and do. You know what the Credential Manager may do and what other roles take on.
Keys, copies and cards in portierX. You can read keys, copies and cards the way portierX records them.
Find a key and read its page. You can find any key and see who holds which copy.
Manage a key's copies. You can mark special cases and link the replacement for a damaged copy.
Hand over a key or card and confirm receipt. You can hand a reserved copy over and have receipt confirmed.
Finish a hand-over that is still pending. You can close a hand-over whose confirmation is outstanding.
Take a key or card back. You can take a key back and put it into the right depot.
Work through hand-overs and returns. You can start each day from the two lists that show who waits for a key and who owes one back.
Return dates, reminders and overdue keys. You know when a key is due and what portierX does when it stays out.
Work through key order requests. You can deal with keys the cabinet cannot supply.
Depots: where key copies are kept. You know the key cabinets your copies belong in.
Put copies into a depot and take them out. You can record which copy belongs in which cabinet.
Count a depot. You can check what is in a cabinet against its list.
Report a lost, stolen or damaged key or card. You can report an incident the moment you hear of it.
Close out an incident. You know how an incident ends and who closes it.
Give a person access. You understand where the access you hand over comes from, and can give it yourself when needed.
A key is lost or stolen. You can see who does what when a key goes missing, from the report to the replacement.
Under Access Credentials, search for a key your desk issues and read on its People tab, under Holding now and Held before, who holds a copy and who held one (Find a key and read its page).
Under People, open the Handovers and Returns tabs and note who waits for a key and who owes one back (Work through hand-overs and returns).
On the page of a person who has received keys, choose Show History and open a confirmed hand-over. Read how receipt was confirmed (Finish a hand-over that is still pending).
Under Depots, open your key cabinet and read on the Keys tab which copies belong there and who holds them, and on the Counts tab what the last count found (Depots: where key copies are kept, Count a depot).
On an issued copy on the key's Copies tab, choose Report Incident, read the note above the form on whose access the report would block and close the dialog with Cancel. Nothing is reported (Report a lost, stolen or damaged key or card).
Which role adds a further copy to a key? (Manage a key's copies)
Can a hand-over be confirmed offline when the key's issue needed an approval? (Finish a hand-over that is still pending)
What do you do when a copy was recorded as returned by mistake? (Take a key or card back)
What does a count change on a copy that was not on the shelf? (Count a depot)
Does a connected access control system block a card you report as stolen? (Report a lost, stolen or damaged key or card)
Next comes the path for the Access Manager, who gives the access your desk hands over (Training path: Access Manager).
