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Authorizations
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Other aspects of the LOCKSHOP module are listed and linked in the left hand column.

 

Understanding and Using Authorizations

There are two (2) primary methods of establishing and using AUTHORIZATIONS.  Each are completely separate from the other, and are not directly related.

  1. Standard Authorizations are assigned to individuals and authorizations are for "departments" or "individual rooms." 

  2. And Authorizations Obtained via eKeyRequest.  These authorizations are configured, controlled and routed through a specific path which is setup by the Systems Manager.  The process is very structured and automated.

For information on eKeyRequest Authorizations...click on any eKeyRequest which is underlined or the link in the left hand column of this page.

Standard Authorizations

Authorizations are made at two levels.  Authorizers are able to authorize for an entire DEPARTMENT and/or for an INDIVIDUAL ROOM or rooms.  There are two basic functions that System Administrators will need to deal with for AUTHORIZATIONS:


ESTABLISHING AND WORKING WITH AUTHORIZATIONS.

Individuals who are authorized to approve the issuing of keys, cards or other items are established by starting in the PEOPLE portion of the program. 


Adding an Authorization for a Department

  1. To establish someone as a person authorized for a Department...start by bring up the new authorizer in the People portion of the program.

  2. Click on the "Authorizations" link just under the Persons Name.

  3. Click on the "Add New Authorization" link.

  4. By default...authorizations assumes that you will be authorizing for an entire department, and you will see:   click on the drop-down arrow for the DEPARTMENT you want this person to authorize for, and select the DEPARTMENT from the list.

  5. You may add an comments necessary in the area provided.

  6. Click on the SAVE button ...and the person is authorized for the department you selected.


 Authorizing for Multiple Departments.

  1. Repeat the procedure as written above to add additional DEPARTMENT authorizations.


Adding an Authorization for a Room.

  1. To establish someone as a person authorized for a specific ROOM...start by bring up the new authorizer in the People portion of the program.

  2. Click on the "Authorizations" link just under the Persons Name.

  3. Click on the "Add New Authorization" link.

  4. By default...authorizations assumes that you will be authorizing for an entire department, and you will see:   click on the drop-down arrow for the BUILDING you want this person to authorize for, and type in the ROOM number.

  5. Select the associated Department from the drop-down list provided with "Department".

  6. You may add an comments necessary in the area provided.

  7. Click on the SAVE button ...and the person is authorized for the specific BUILDING and ROOM you selected.


Adding Authorizations for Multiple Rooms.

  1. Repeat the procedure as written above to add additional ROOM authorizations.


 

FIND OUT WHO ARE THE AUTHORIZERS FOR A DEPARTMENT OR A ROOM WITHIN A BUILDING.

 

Method 1 -

 

  1. From your Main Workspace on your Home Page click on the "Authorizations" link.

  2. The following screen will appear,

  3. To search for authorizations by DEPARTMENT, select the department from the drop-down menu and click on the "Search" button.

  4. To search for the names of those authorizers for a ROOM, select the Building from the drop-down menu, click the [Tab] key on your keyboard or move your cursor to the Room field and click your mouse; enter the room number, and click on the "Search" button.

This information may also be EXPORTED to a file or printer for reporting purposes.

 


Method 2 -

 

  1. From your Main Workspace on your Home Page click on the "Search" link.

  2. Enter the search parameters for any person, and click the "Search" button.

  3. Click on the "Authorizations" link at the top of the page.

  4. Click on the "Authorization Search" link at the top of the page.

  5. The following screen will appear,

  6. To search for authorizations by DEPARTMENT, select the department from the drop-down menu and click on the "Search" button.

  7. To search for the names of those authorizers for a ROOM, select the Building from the drop-down menu, click the [Tab] key on your keyboard or move your cursor to the Room field and click your mouse; enter the room number, and click on the "Search" button.

This information may also be EXPORTED to a file or printer for reporting purposes.

 
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