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Users > Badges Designing
|
Badges Designing
|
EntraPass
contains a badge layout editor which enables users to create, save, edit
or delete badge templates that are later selected and associated with
cards for badge printing. You can create and edit badge templates, add
coloured or graphic backgrounds, logos, text, bar codes, and place photo
or signature holders.
Creating
a Badge Template
1 -
From the
Users menu, select the
button. The Badge window appears.
Note: The
printer configuration description must be first entered from the System Parameters/Credentials menu
(see Badge
Printer for more information).
Note:
The Badge
window contains all the tools available in other EntraPass windows: new,
save, copy, delete, print, links, search (the Hierarchy button is disabled).
However, it contains an additional 1-2 button which allows to modify the
number of sides assigned to a badge layout.
2 -
Click
the
button
in the toolbar. The Badge properties window appears.
To
Specify Properties for a Badge Layout
1 -
In the
Badge properties window, indicate the number of sides for the badge, then
select the desired size for the badge layout, then click
.
2 -
Indicate
the number of sides for the badge, then select the desired size for the
badge layout, then click
.
Note:
Measures
are expressed either in inches or millimeters (a hundredth of an inch
or a tenth of a millimeter). To change the unit of measure, check the
appropriate radio button in the Units section.
3 -
Enter
the name for the badge template in the language fields. You can enter
up to 40 characters.
4 -
You may
check
if
you want this new design to be automatically used for all new badges.
Note:
Only one
default layout is available. When you select one layout and check the
option
Select as default card layout
,
the current default layout is replaced.
5 -
Click
the
button to save the badge template.
To
Edit a Badge Layout
The
Badge design utility allows users to edit the badge layout, to add background
colour or graphics, to modify the font, etc.
Note:
Once a card
layout is created, you cannot modify its size; you have to create a new
layout. However, you can modify the number of sides by clicking on the
Sides
button
in the Badge window toolbar.
To
Modify the Number of Card Sides
1 -
From the
badge window, select the badge you want to edit.
2 -
From the
Badge window toolbar, click the 1-2 button.
3 -
Click
the
button to save the new badge information.
To
Modify the Background colour
1 -
From the
Badge window, select the badge you want to modify.
2 -
Click
the
button
(located in the lower part of the window) to open the Badge design window.
Note:
When
you
move the cursor over the Badge design objects, a hint explaining each
object appears.
3 -
To modify
the template background colour, right-click anywhere in the work area.
The
shortcut
menu appears.
4 -
Select
.
The Background properties window appears.
5 -
Select
the appropriate options for the template:
•
(default setting)
•
this
option will allow you to apply a background colour to all the designs.
•
.
This option allows you to incorporate an image that will be displayed
as a watermark in all the badges.
•
:
allows you to select a landscape (horizontal) or portrait (vertical) display.
To
Add Objects to a Badge Layout
By
a simple click and drop feature, the Badging utility permits you to incorporate
objects into the badge template:
•
Card fields
information,
•
Bar codes,
•
Text boxes,
•
Current
date,
•
Previously
saved images and logos (BMP, JPG, GIF, etc.),
•
Border,
•
Rectangle
(including rounded rectangle, ellipse),
•
Line,
pointer,
Note:
Objects are
incorporated with their default settings. To modify an object’s properties,
right-click the object, then select appropriate settings from the shortcut
menu.
To
Incorporate Card Information Fields
1 -
To add
card information fields to the badge template, click the
button.
The
submenu
appears.
2 -
To modify
an object property before you drop it, go to
in
the Badge design window, then choose
.
If you do this, the Properties window will open every time you drop an
item in the template work area.
Note:
To
enable
last and first name selection in the Card fields menu of the Badge design
window, go to the
Options menu
,
then choose
System parameters,
select
the
User
name format
tab,
check
Parse user name
checkbox,
then select the name (first or last name) that will be used for sorting
cardholders names. For more information
see
User
Name Format
.
3 -
From the
shortcut menu, select the card information field you want to add to the
template layout, then click in the template work area to incorporate that
field you have selected.
Note:
When
you
add a photo to a badge design template, the photo that appears is only
a placeholder. It indicates where the card holder’s photo will be displayed.
When a badge is assigned to a card, the appropriate card holder’s photo
is displayed.
To
Align Objects in the Template Layout
Grids
assist you in aligning items in the badge layout template. It can be used
as a visual aid to place items on grid lines.
Three
options are available to help you align your objects in the badge template:
•
:
displays grid points to aid with object alignment.
•
:
must be activated before you start building your template. As you “click
and drop” design objects in the template work area, they will be “snapped”
to the nearest grid mark.
•
:
allows you to specify the horizontal (Height) and vertical (Width) grid
spacing (in pixels).
Note:
To disable
the grid deselect
in
the
Align
menu.
To
Modify Card Fields Properties
Objects
are incorporated in the template with their default settings (font, colour,
etc.). You can modify the settings later. For example, you can modify
the appearance of any text object, such as card field, static text, date,
etc.
1 -
From the
Badge design template, right-click the object you have inserted (in this
example, Card information fields).
2 -
From the
shortcut menu, select
.
Note:
The Properties
menu item depends on the selected item. For example, it will change to
Image properties or Current date properties, depending on the selected
object.
3 -
From the
Card fields properties window, you can modify all the text properties:
•
Font (name,
colour, style (bold, italic, underline)),
•
Background
(transparent or solid with a colour),
•
Justification
(horizontal, vertical),
•
Orientation,
•
Parameters
(word wrap, for example).
Note:
The
Set as default
checkbox
allows you to apply all the characteristic to all text objects that will
be incorporated in the template.
Note:
When Text
Orientation is set to “Other” it is not possible to re-size the field.
To
Modify Picture Properties
This
applies to any picture object such as photos, logos, and signatures.
1 -
From the
Badge design work area, right-click the image (picture, logo) or signature
that you want to modify.
2 -
From the
shortcut menu, select
.
3 -
You may
select another image from file or modify the image properties:
•
:
select this option if you want the image to be centered in the image holder
space, while keeping the proportion of the original image.
•
:
if you choose this option, there is no background colour,
•
:
select this option if you want a frame around the picture object,
•
(enabled
when a Frame option is selected): select this option if you want to apply
a specific colour to the image frame. The Frame colour drop-down list enables
you to select a custom colour from the frame.
4 -
You may
check the
option
if you want these properties to apply to all image objects you add in
the badge template.
To
Add Static Text Objects
To
add text objects to a badge, first click and drop a text box, then enter
the text in the Text properties window. It is also in the Text properties
window that you modify the text appearance.
1 -
From the
Badge design tool bar, click the text button. To re-size the text box, select
it and use the two-headed arrow to drag the sizing handles to the desired
position. This also allows you to change the height and width of the text
box.
2 - To align the text box, see To Align Objects in the
Template Layout.
3 -
To add
text to the text box, right-click the text box, then select
from
the shortcut menu.
4 -
Enter
text in the
field;
then modify the text properties as desired. The Preview section shows
the result of the changes you apply to the text.
To
Add Bar Codes
The
Badging feature allows users to add bar codes to badges. By default, the
bar code value is the card number, if no other value is specified.
1 -
From the
Badge design window, click the
button, then click in the Badge design work area.
2 - To align the bar code, see To Align Objects in the
Template Layout.
To
Set Up Bar code Properties
1 -
From the
Badge design window, right click the bar code to open the Bar code Properties
window.
2 -
From the
Properties window, you can define settings for the bar code that you want
to incorporate in the Badge design.
Note:
If it is
necessary to set
Bar code encoding option
to
Code 39-Modulo 43, set
Field Checksum
to
true.
To
Add the Current Date
You
add the current date just as you add any other design item by selecting
the item in the tool bar, then by clicking in the Badge design work area.
1 -
From the
Badge Design template, select the
button, then click in the Badge design work area.
2 -
Right-click
the current date to display the shortcut menu.
3 - To align the current date, see To Align Objects in
the Template Layout.
4 -
Select
from the shortcut menu.
5 -
From the
Current date properties window, you can:
•
Select
the date format (top of the window)
•
Change
the text properties: font, colour, justification, orientation etc.
To
Add an Image
Background
images can be imported from any directory. Scanned images, photos taken
with a digital camera and artwork created in any illustration design program
can be incorporated into the badge design.
1 -
From the
Badge design window, select the
button.
Note:
The
Badging
feature supports most available image formats: BMP, JPG, EMF, WMF, GIF,
PNG, PCD, and TIF.
2 -
Drop the
button
in the template work area. The Image properties window appears.
3 -
Click
the
Select
image from file
button. The Open window appears, allowing you to select an image.
4 -
Browse
to the desired image, then click
.
The picture appears in the template area.
Note:
When you
import an image, you have to re-size it to its original size as illustrated
on the following image.
5 - Using the sizing handles, adjust the image to the
desired size, then move it to the right-hand position; you can use the
grid to align it properly. For more information, see To Align Objects
in the Template Layout.
6 - Right click the image to modify its properties. For
details, see To
Modify Picture Properties.
To
Place Other Design Objects
The
Badging feature lets you add borders, rectangles (regular, rounded, ellipse),
lines and pointers, just as you add any other design object, by a click
in the toolbar, then a drop in the design work area.
1 -
From the
Badge design window, select the object you want to add (next to the Diskette
button), then click in the Badge design work area” The Border properties
window opens.
2 -
To modify
the border properties, select the border colour, the border style, and
the border width. You may check the
option,
then click
to
exit.
To
Place a Rectangle
1 -
From the
Badge design window, select the rectangle tool (next to the Border tool),
then click in the work area.
Note:
This applies
also to rectangles, rounded rectangles and ellipses.
2 -
From the
Rectangle properties window, you may define the rectangle properties before
importing it:
•
Line colour,
•
Line style,
•
Line width,
• Background (brush style and brush colour).
Badge
Sample in hattrix Credential
This feature
is used to print the word SAMPLE across the badge so it will not be included
in the Badging Credential count. The hattrix manager can send this sample
for approval before printing all other badges.
Functionality
1 - From the Users
menu, select Badge.
2 - Click the Print sample
button. The system is prompting to select which user to use for the badge
sample.
The badge
sample feature displays the word SAMPLE across the credential (see below)
of the newly created badge
Note: If the badge is 2-sided, the word Sample will be printed
on both sides.