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TEMPbadge 06196 Visitor Management System User Manual
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1. k TEMPORARY Badge Preview STE TEMPbadge t VISITOR Monday a TEMPORARY Badge Preview STE TEMPbadge t VISITOR Page 4 Administrator Options continued Enter your and on the Login screen and click the button LOGIN Workstation Setup Options Enter User ID and Passcode To Continue About TEMPbadge VMS Edit Pass Type amp Departments User ID Change Passcode Edit Workstation Location Name Passcode 00000 he ey Configure Default Badge Format Import Company Logo Configure Passcode Reset Printer Setup Database Management Utility Report Center The window displays Note be sure to change the default passcode after activating your software see instructions under Changing Your Passcode About TEMPbadge VMS The first selection in the Administrator Options window will open a window containing TEMPbadge copyright information If you have not yet activated the software this window will show the amount of time left on your free trial Changing Your Passcode 1 To change your Passcode select the button Type your existing Passcode in the first field 2 Type a new Passcode 4 12 characters no Spaces in the next field then re enter the new Passcode in the third field 3 Hit badge Abas ge TEMPbadge is a registered trademark of Brady Worldwide Inc J VE Powered by Quick Badge bite Version
2. VENDOR VOLUNTEER EEE BACKSPACE Floor Room Numbers A 5 6 sjo E IC Clinic Phys Occup Speech Therapy Therapy Therapy Rehab Rehab Rehab Records Admin Pool Blood Admin XRAY Lab STEP 4 Print Badge Departments Locations ki South Badge Preview and the current day of the week will appear at the bottom TEMPbadge Location ID 100 Note The system can also be set up to create badges with an additional field for a visitor name Users with Administrator access can activate this option using the Configure Default Badge Format button in the Administrators Workstation Setup Options window see page 5 Page 2 3 To add another text field to the top center portion of the badge you may choose to either 3A Type a room number using the screen keys BB tempbadge vms v5 40 x 3 TEMPbadg EMPe ism hearre sain J Visitor Management Made Easy e hi eaen oF VISITOR AOZO TT STEP 1 Start STEP 3 Click on Destination or Enter Text C S5West 3 A cer cil ae NEW i Floor Room Numbers Departments Locations 3B el Ne Emergency Cardiology Sleep Hand Th H day ab Cinic f 7 25 2013 1 45 02 PM Occup Speech Therapy Therapy Rehab Rehab Rehab Records Admin Pool l STEP 2 Select Pass Type Neurology VISITOR Phys Therapy OUTPATIENT or 3B Select a D
3. 3 Select Save to apply changes You will then be given the option to configure additional buttons Hit Yes to change another button Hit No to return to the Workstation Setup Options screen gt Select button to configure PassTypel Button Text VENDOR 2 Max Characters Pass Type 10 Depts 14 Save STEP 2 Select Pass Type Type1 Type2 Type3 Type4 Departments C x Your update is confirmed Do you want to configure another button For suggested Pass Types and Department Names see addendum on page 9 ee Note Pass Type and Department Location fields may be left blank Just select the Pass Type or Department from the pull down menu in the first field and click in the second field without typing anything Page 7 Editing Workstation Location The setting allows you to change the four digit Location ID number and the Location Name Hit Close to save changes Adding or Changing a Logo 1 To add a logo or to change an existing logo click on 2 In the next window click the button and navigate to a logo image file on your computer oo LEL L iy Documents Ste Preview lt vour Logo SS BUS ee x FH Note The TEMPbadge BP4 Printer uses direct thermal technology which means that all information on the badge will print in black amp white Even if you upload a color logo it will display on the main screen and print only in black amp white Printer Setup
4. 5 50 August 1 2013 2012 Dignity Health All Rights Reserved OK Be between 4 72 characters No spaces Cannot match user id Current Passcode NEW Passcode Re enter NEW Passcode Cancel Page 5 Configuring the Default Badge Format The Configure Default E Choose Pass Sixt Badge Format setting allows TEMPbadge Visitor Management Made Easy you to choose whether the Visitor Management Software PX system will create badges with or without an additional Please choose a default pass style text field for a visitor name Type 2 Visitor Name amp Department Location Will prompt for a name to be entered for each new pass The Type 1 button for badges without a visitor name is the default setting If the Type 2 button is selected the user will be C Type 1 Department Location ONLY Default VISITOR John Smith Room 118 Thursday i TEMPbadge prompted to type a name for the visitor N Enter a Name The system will create an additional text field on the badge for a visitor name Please enter the name you would like printed on the pass Example xi TEMPbadge VISITOR Default Cancel Layout Room 118 Type 1 Thursday Recovering a Forgotten Passcode If you forget your Passcode you can hit the Forgot Passcode button on the Administrator Options Login screen This will display a list of securi
5. Delta DELIVERY 100 4605 7 21 2015 TAR PM Depti4 Eps Far VENDOR 100 4601 7 21 2013 Tid PM Depti4 Alpha Beta VERTOR Page 9 Suggested Pass Type amp Department Location Names MEDICAL FACILITY SCHOOL FACILITY CORPORATION C passios vouen contractor O OOOO E ae eee ee Note Not all Pass Types or Department Locations need to be used Unused buttons can be blanked out to avoid confusion IDW holesaler We know ID Its what we do www lDWholesaler com Or 800 321 4405 x2 Page 10 500 i o Retaller shop Now
6. Select to set the correct configuration for badges without a visitor name or with a visitor name This utility also allows you to choose from the available printers and choose a label size The correct printer for the VMS System is the TEMPbadge BP4 The correct label size is 02050 Sm TEMPbadge VMS Confirm Badge Format Information LocationID 1027 Keliu GA East Entrance Change Passcode Report Center Edit Hot Button Assignments Data Backup Utili Badge Printing Configuration Configure Passcode Reset About TEMPbadge WMS Close 3 Click Logo image should be a horizontal rectangle no larger than 1 wide x 1 2 high 72 pixels per inch in omp jog or ong format Select Printer Destination Only TEMPbadge BP4 Name and Destination Select Badge Size 02050 Sm TEMPbadge VMS Badge The default printer is TEMPbadge BP4 The default Badge Size is 02050 Sm TEMPbadge VMS Badge a Report Center Select Report Center to access the TEMPbadge VMS reporting options TEMPbadge VMS v5 40 TEMPbadge Visitor Management Software Visitor Management Made Easy Select Report 1 Select Date Range Select Format 1 To select a date range place your cursor pte 6 26 2013 i Total Passes By Destination Evie in each of the first two text fields and type pisas U m ee 3 a date mm dd yyyy format or click on the inom pccox 2 vane B
7. a report of all Passes issued thus far on the current day select the green Today s Passes button at the bottom of the main screen This will create a Total Passes By Date report for the current day and display an Output Options window TeMPbadge VMS TEMPbadge Visitor Management Software R Your report is ready Please select an output option below Select Format Hit the Preview button to view the report To print use Control P Hit Export to save a copy of the report Choose a file format Microsoft Excel PDF etc then navigate to a location to save the file on your computer The file will automatically be saved with the current date and default name YYYY MM DD_ TodaysPasses_Rpt The Help Button You can hit the yellow HELP button at the bottom left of the main screen at any time to access this User Manual Administrator Options There are a number of options available only to users with Administrator access To access these settings click on the Admin button at the bottom left of the main screen This will display the Login screen for access to the Workstation Setup Options screen ae SS TEMPORARY Badge Preview STE TEMPbadge VISITOR Output To File name Save as type Excel Workbook YYYY MM DD_TodaysPasses_Rpt BA To return to the main screen hit the X at the top right or press the Esc key
8. the Restore setting The Purge Backup Visitor Pass Data egin Date ZAT setting allows you to permanently d Purge Visitor Pass Data iiia m E Continue gt gt End Date delete selected portions of your may S Restore Visitor Pass Data visitor records 1 Choose one ot the three options on the left Archive Purge or Restore Visitor Pass Data 2 Type a date range in the blank fields mm dd yyyy format or select start and end dates by clicking on the calendar icons next to those fields Click Continue 3 To Archive choose a file format from the pull down menu The file will be named with the chosen date range VMS_ARCHIVE MM DD YY MM DD YY Navigate to a location on your computer to store the file Click OK To Restore Visitor Pass Data that has been VMS_ARCHIVE MM DD YY MM DD YY x ie a previously archived select the Restore Visitor Pass Data button Set a date range navigate to the corresponding archive file on Loox oe Z2 your computer and click OK The archived data will be restored to the system Editing Pass Type and Department Location Names The Edit Pass Type amp Departments setting allows you to change the names of the Pass Type buttons limit 10 characters and the Department Location buttons limit 14 characters 1 Select a Pass Type or Department from the pull down menu in the first field 2 Type the new button name in the second field
9. TEMPsapce VisitoR MANAGEMENT SOFTWARE User MANUAL VMS Thank you for downloading the new TEMPbadge Visitor Management software Table of Contents Click the links below to go directly to a section System Requirements sccccceecsessssssseeeeeees 1 Configuring the Default Badge Format 6 Ne EA E E E 1 Recovering a Forgotten Passcode cccssseeeee 6 Terms and Conditions siecscti csicannsonmdadimiemiods 1 The Database Management Utility ccccscccseecseee 7 Getting Started is tincccapapeiaainsessseubieiasutiananatadeneaias 2 Editing Pass Type and Basic Operation Using the Default Settings 2 3 Department Location Names ccccccccsssseeees T Printing amp ISSUING Badges aicicssisecencnveteimerstertaasenens 3 Editing Workstation Location Information 8 Creating a Report of the Current Day s Passes 4 Adding or Changing a Logo eeseeesessseeeeseeee 8 The Help Button 0 esses tess tsesensensenetie 4 Printer Setup sisisscsssassesecsnsacesersevseseeesevenseeacesasens 8 AEU RO I Me esai ma Report Center iesscecsciscunsasanstnctreansaritalsnutsorabenssinixdsvaes 9 About TEMP badge VMS sicwiivivieciansnnenitecieodeien 5 Suggested Pass Types amp Changing Your PaSSCOdE eseeceeeeeseeeeeeeeeees gt Department Location Names ccccssseeeeee 10 System Requirements Operating Systems Windows XP must have SP3 Windows 7 Minimum Requir
10. e small calendar icons next to those fields 2 Choose the type of data to report from the three radio buttons in the center TEMPbadge VMS tracks the number of badges issued by Destination i e MAIN OFFICE Pass Type i e VISITOR or Date 3 Hit the Preview button to view or select Control P to print the report Hit the Export button to choose a file format Microsoft Excel PDF HTML Rich Text etc and navigate to the location where you would like to save the file on your computer Sample Report TEMPbadge Yio Menge Sober Visitor Management Made Easy Total Passes Issued By Destination rim ID Pass ID Date Issued Time Sued Destination Name Type Destination Dept Total 2 1001 4571 6 27 2013 12 33 AM Deproy Depry TEMPORARY 1001 4570 6 27 2013 12 32 AM Deptt Deptt TEMPORARY Destination Depti0 Total 5 100 4591 7 12 2013 Lite P Mi Dept10 John smith YETOR 100 4592 7 12 2013 4 41 Ph Dept10 John Smith YETOR 100 4593 71272013 4 49 PM Dept10 Ihn Smith YETOR i100 4555 7 13 2013 4 55 PM Deptio VEMOR 100 4600 7 21 2013 TiO PM Deptio VWEMOR Destination Dept13 Total 6 100 4524 7 13 2015 4 56 PM Deptis smth smith VERITOR 100 4595 7 13 2013 4 57 PM Deptis YETOR 100 4597 7 14 2013 12 25 AM Deptis VEMTOR 100 4595 7 14 2013 12 30 AM Deptis VEMOR 100 4555 7 14 2013 12 31 AM Deptis VEITOR 100 bi 7 21 2013 1051 PM Deptis 125456789 123 CONTRACTOR Destination Depti4 Total 3 100 4602 Ff21 20135 Tid PM Depti4 Chi
11. ements 500 MHz or faster processor 256 MB RAM or more 2 0 GB available disk space 1024 x 576 or higher resolution monitor Capabilities TEMPbadge Visitor Management software is a simple stand alone visitor identification system It is not designed to interact with other installations or communicate with a network Each station has a unique identification number so that when using multiple stations the source of every badge can be seen at a glance Terms and Conditions TEMPbadge s Visitor Management software may be used only under the terms of our Software License Agreement A fifteen day free trial is available Once you purchase the software you will receive a key code that will allow you to operate the system indefinitely Tech Support For help call 866 422 3437 or send an email describing your issue or question to tempbadge_vms_support bradycorp com AdtemPbadgeD Secure Effective Affordable Page 1 Getting Started After you ve downloaded the software you will see a new icon on your desktop named TEMPbadge_VMS_Setup Double click that icon and follow the screen prompts to install the program You must accept the license agreement to complete the installation This will install TEMPbadge VMS TEMPbadge VMS Software Purchase TEMPbadge VMS Software Contact your TEMPbadge sales representative Thank you for choosing the Activate TEMPbadge VMS Software I have already purchased and wouk
12. epartment CONTRACTOR Location key VENDOR TEMPbadge VOLUNTEER Badge Preview 7 25 2013 1 45 02 PM STEP 4 Print Badge VISITOR TEMPbadge VISITOR PRINT lt Neurology 3E Location ID 100 Th ursday T2W2013 1 45 02 PM OPTION You can add your own custom text to any of the text fields on the badge Just place your computer s cursor in the field you want to change and type the text using your computer keyboard If you need to start over hit CLEAR on the screen keyboard or select NEW BADGE again Printing amp Issuing Badges TEMPbadge etait Aa reecperreerri chi rede R VISITOR Main Office To print the badge select the green PRINT button at the bottom of the main screen Note that below the day of the week the finished badge also includes the Workstation Location Number left and the Date and Time right Monday If you are using the Trial Version you will only see a 1027 4 Clift Ii Fi preview of the badge You must have a valid activated x 6 7 2013 6 11 39 PM f copy of the software in order to print badges D FOLD UNDER TO ACTIVATE A Peel the adhesive B Fold the tab under and adhere l i badge from its backing it to the back of the badge ie Mie PANES TOAN TO ISSUE Note adhesive badges should not be applied to leather suede vinyl silk or other delicate fabrics Page 3 Creating a Report of the Current Day s Passes To create
13. like to activate the product TEMPbadge VMS System Evaluate TEMPbadge VMS Software Visitor Management made easy You have 15 days left in your evaluation period along with Microsoft Access Runtime 2010 When the installation is complete you will see a message confirming that TEMPbadge VMS has been successfully installed and the TEMPbadge VMS icon will appear on your desktop To launch the program double click the TEMPbadge VMS icon You will then see a screen with 3 options e Purchase TEMPbadge VMS Software To purchase the software contact your TEMPbadge sales representative e Activate TEMPbadge VMS Software Choose this option if you have already purchased the software and have a valid Key Code e Evaluate TEMPbadge VMS Software Choose this option if you would like to try the program FREE for fifteen days Basic Operation Using the Default Settings To create a new badge using the default settings just follow the instructions on the screen that appears when you launch TEMPbadge VMS BD tempbadge vms v5 40 E amp Visitor Management Software 1 To begin select NEW BADGE TEMPbaage STEP 1 Stal 1 TEP 3 Click on Destination or Enter Text E Visitor Management Made Easy P 2 Next choose a PASS TYPE The selected PASS TYPE will be added to the upper right corner of the new badge STEP 2 Select Pass Type VISITOR OUTPATIENT TEMPbadge CONTRACTOR
14. ty questions Answer the questions to reset your Passcode To select a set of questions and record the answers 1 Select Configure Passcode Reset 2 In the next window choose three security questions from the pull down menus and type in your answers 3 Click Next click Submit then click Yes on the confirmation screen Confirm to Save Settings Bx You are about to save these changes Click YES to continue Click NO to go back without saving Xej e SELECT SECURITY QUESTIONS lf you forget your passcode we will ask for the answers to your security questions then you will be allowed to reset your passcode You must select three questions and enter an answer for each question You cannot use the same question more than once Answers are case sensitive ett eae VVhat street did you live on in third grade bs Answer 1 es CNCE hat is your oldest sibling s middle name Answer 2 CUCERI What city or town did your mother and father meet X Answer 3 Note If the administrator who set up the challenge questions is no longer available please call TEMPbadge VMS Tech Support at 866 422 3437 for assistance Page 6 The Database Management Utility The Database Management Utility Ee A allows you to archive a portion of your TEMPbadge Visitor Management Made Easy visitor records You can restore the archived data to the system later by Select Option Select Date Range 2 Run Utility using
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