Every key and card your organisation manages sits under Access Credentials. Every role can open the list. A person with only the Individual role sees the keys and cards they hold. This page explains how portierX holds keys, copies and cards.
Also called: key, card, transponder, badge, fob. The screen calls keys and cards together access credentials, and each physical key a copy.
A key in portierX is one record per key number in your key plan. Each physical key cut to that number is a copy of it. Copies are numbered from 1 and read "Copy 2 of 3" in the list, for example.
In the Nordwerk Industries demo, NW-GS-014, Generalschlüssel Technik, opens the Serverraum at Werk Nord and three other rooms. It has three copies. Anna Brandt holds copy 1, copy 2 is in stock, and copy 3 is reserved for a colleague who starts on Monday.
Every copy opens the same doors as its key, and the doors come with the key plan. The number, the name and the class belong to the key. The holder, the state and the return date belong to the copy. That is why each copy is issued, returned and reported on its own.
Keys come into portierX when your key plan is imported (Import your master key plan from an XML file). A key with no copy recorded stays hidden in the list until its copies are added.
A card is a single record with no copies. The card is its own copy. The same holds for any electronic credential from a connected access control system, such as an ASSA ABLOY eCLIQ key, and for any credential added by hand (Add a key or card by hand). Its page has no Copies tab.
In the demo, NW-KA-4471, Werksausweis Leitwarte, is such a card, from the SALTO system.
The class says where a key sits in the master key system: Individual, Master, Grand master or Great grand master. Until one is known, it reads Unclassified.
The import suggests a class. The suggestion stays marked as a suggestion until someone confirms it on the key's page, on the Information tab. A re-import never overwrites a class you confirmed.
The Structural type is something else. It also comes from the import and says whether the key is a Group key, an Individual key or a Same key.
A copy or a card can be marked as a special case. The mark carries a Kind and a Reason. The kinds are Permanently validated, Emergency card, Fire brigade key depot and Other.
The mark always sits on the copy, never on the key. The list can be filtered by special case, and Issue a copy never hands out a marked copy. How to mark one is on Manage a key's copies.
Every copy has exactly one state. These are the ones you meet most:
In stock: nobody holds the copy, and it can be issued.
Reserved: the copy is put aside for a person, and the hand-over is still to come.
Issued: a person holds the copy. Once it is past due, it reads Overdue.
Lost, Stolen or Defect: an incident has been reported for the copy and is open.
A copy whose incident is closed for good is archived and counts in no stock. Every state and its meaning is on Key, copy and card states.
A copy in stock can sit in a depot, a key cabinet or key desk set up under Depots. The copy's state then names the depot. When you take a key back, you choose which depot the copy returns to (Take a key or card back). Setting up depots is on Depots: where key copies are kept.
A copy belongs to one person at most. On the key's page, the People tab shows who holds a copy today and who held one before, with the dates and the outcome. A person's page lists the keys and cards they hold. Every issue, return and report is written to the Audit Log.
Some hand-overs need a yes first. That applies to a key that opens a space whose protection need is Very high, and to a master key marked for approval. When it applies and who decides is on When access needs approval. An Organisation Admin sets the mark on the key's page (Name approvers, owners and reviewers).
Every copy opens exactly the doors of its key, no more and no fewer.
A copy belongs to one person at most.
The number of a removed copy is never given out again.
A key with no copy recorded is hidden in the list. Show hidden keys brings it in.
A card has no copies.
A special case sits on a copy or a card, never on a key.
An archived copy counts in no stock and is never issued again.
Key, copy and card states
Key and card fields
