Setting-Up Rules

Rules can be set up to only allow printing a badge if certain conditions are met. Additionally, rules can be set up to allow check-in/check-out when certain conditions are met, to deny check-in/check-out when certain conditions are met, or both.

Using an administrator account, open the software and select the ‘Properties’ button:

                       rules_1.png

Print Rules

  1. Select the ‘Badge Printing’ tab, select the ‘Verify print rules’ checkbox, and select the ‘Configure’ button:

                           print_1.png

  2. See the ‘Creating a Rule’ section for details regarding making a custom rule.
  3. Select the ‘Ok’ button:

                           print_2.png

  4. Select the ‘Ok’ button to save the changes:

                           print_3.png

Check-In/Check-Out Rules

  1. Select the ‘Check In’ or the ‘Check Out’ tab, select the ‘Allow or deny check in/out when rules are met’ checkbox, and select the ‘Configure’ button:

                           check_1.png

  2. See the ‘Creating a Rule’ section for details regarding making a custom rule. Select if you would like to allow or deny the check in/out based on the rule(s) created:

                           check_2.png

  3. Select the ‘Ok’ button:

                           check_3.png

  4. Select the ‘Ok’ button to save the changes:

                           check_4.png

Creating a Rule

  1. Select the ‘Click here to add rule’ textbox and set a name for the rule:

                           rules_2.png

  2. Select the ‘Rule Parameters’ textbox:

                           rules_3.png

Visitors

  1. Select the ‘Configure’ button for the ‘Visitors’ field:

                           rules_4.png

  2. Select the ‘Visitors Matching Following Filter’ option and build a rule. Very complex rules can be built using the fields here. For brevity, we have created a simple rule here. Select the ‘Ok’ button:

                           rules_5.png

Locations

  1. Select the ‘Configure’ button for the ‘Locations’ field:

                           rules_6.png

  2. Set the locations to which the rule applies as appropriate. Select the ‘Ok’ button:

                           rules_7.png

Times

  1. Select the ‘Configure’ button for the ‘Days And Hours’ field:

                           rules_8.png

  2. Select the times for which the rule applies as appropriate. Select the ‘Ok’ button:

                           rules_9.png

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