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GUEST/IDM/CONNECT

IDM Screen Configuration
Screen_config_1.png

This section is used to define which fields are displayed and required when creating a new identity or adding a watch list identity. Options for each field include:

  • Hide: Selecting this will hide the field from view.

  • Show: Selecting this will display the field, but not make the entry of the field required.

  • Required: Selecting this will display the field and make the entry of the field required.

  • Editable: Turning this OFF will mean that edits to the data entry for the specific field will not be possible.

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Employee and Non-Employee

This section defines which fields will be visible, required and editable when adding a new employee or non-employee identity into the system. Options include:

  • Title

  • Department

  • Address

  • Location

  • Floor

  • ID Reference No.

  • Citizenship

  • Identity Category

  • Start Date

  • Expiration Date

  • Employee Number

  • Gender

  • Primary Phone

  • Secondary Phone

  • Middle Name

  • Manager

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User Defined Fields

In the employee and non-employee identity section the user can define User Defined Fields (UDFs) which can be displayed.

  • Define the order in which UDFs are displayed

  • Select for which Identity Categories the UDF is required and for which it is optional

  • Select if the UDF is editable

    screen_config_3.png
Watch List

This tab allows you to configure the fields that will be displayed and required when adding a new watch list identity. Options include:

  • Gender

  • Height

  • Weight

  • Hair Color

  • Eye Color

  • Ethnicity

  • Company

  • Is Violent

  • Instructions

  • Description

  • Aliases

  • Distinguishing Features

  • Expiry Date

  • User Defined Fields

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Visitor

This section defines which fields will be visible or required when adding a new Visitor into the system. Options include:

  • Title

  • Department

  • Citizenship

  • Identity Category

  • Gender

  • Primary Phone

  • ID Reference No.

  • Visitor Company

  • Notifications

  • Secondary Phone

  • Middle Name

  • Email (If Email Notifications are set to Show or Required, the user then has the ability to select the Set Email Notifications to ON by default tick box if required)

    IDM_Screen_Config.png
  • User Defined Fields: The user can select any number of User Defined Fields (clicking the Addition button adds another field) from the drop-down. Select the Required tick box if these fields are to be made mandatory.

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