Issuing and editing cards

If your users use cards to identify themselves on the system, you will first need to register cards against your users and update their cards when they inevitably lose or damage them.

!If your Impact Fusion system is linked to iDStore, it is recommended that you register and update cards in iDStore Admin. For more information on this process, consult the iDStore Admin user manual. http://www.crbcunninghams.co.uk/manuals/idstore/topic/registering-cards

To begin card management, first find and select your required user from the users grid and press the Actions button and then select Edit card from the list.

Issuing a new card

1. After pressing the Edit card button, stay on the ‘Issue card’ tab.
2. If using magnetic stripe cards, enter the number of the card. If using proximity cards, place the card on the reader and press Read card.
3. Select an issue reason using the dropdown list.
4. If you wish to charge the user directly, select the ‘Charge for card’ tickbox and choose which purse to take the money from.
   

*The amount that is charged for the card is set by the users ‘User type’.’

5. Press Save to complete the process.
6. If you are prompted to print a receipt, choose your required option.
   

Viewing card history

A users card history can be viewed from within the ‘History’ tab. This will show when and why new cards were issued and what the new card numbers were. Receipts can be be printed by selecting a chargeable card transaction from the list and pressing the Receipt button.

Returning a card

When a user no longer requires a card, it can be returned. This then enables this card to be assigned to another user.

1. After pressing Edit card navigate to the ‘Return card’ tab.
2. Select which card to return (if only a single card type is enabled then that is selected by default).
3. Choose a return reason using the dropdown list.
4. Press Save.