Adding a Transaction in the In/Out Database

  1. Under the Report toolbar, click the In/Out Adjustment button.
  2. Enter the Card number for which you want to modify the In/Out transactions, then click the Load button. If you do not know the number, use the Find button.
    Note: The card number field is mandatory to start loading.
  3. Select the View deleted transactions option if you want to view the transactions that were previously deleted. Deleted transactions are marked with an “X” in the Delete column.
  4. Check the Find deleted cards option if you want to find the deleted cards. This does not apply to entries that were added manually.
  5. Specify the Start date , the day on which the system will start to collect the events, by clicking the Calendar button and selecting a specific date. Only events that occurred on this date and after are displayed.
    Note: The Start date is mandatory to start loading.
  6. Specify the End date , that is the day and time on which the system will stop collecting events. Only events that occurred on the specified date and before are displayed. If you do not specify an end date, the system will include all the data up to the present day time.
  7. In the Connection drop-down list, select the appropriate connectionto view the In/Out doors.
    Note: The gateway is mandatory to start loading.
  8. You may check the All Doors option, then all the doors displayed under this field will be selected. You may also select specific doors. All the In/Out events that were generated for the selected doors will be displayed.
  9. Check the View deleted doors option so that even doors that are no longer defined as In/Out doors (but that have been defined as In/Out) will be displayed.
    Note: Doors are mandatory to start loading.
  10. Enter the necessary information in the transaction table. The transaction table displays the transactions for the selected cardholder:
    • The Delete column indicates transactions that have been deleted (if the View deleted transactions option is checked). These are identified by an X.
    • The Date column indicates the date on which the transaction occurred. Use this field to specify the date when you manually insert a new transaction.
    • The Time column indicates the time at which the cardholder entered or exited an area. Use this field to specify the time (entry or exit) when manually inserting a new transaction.
    • The Transaction column indicates the transaction type. For every entry transaction, there should be an exit transaction.
      • Entry —indicates that this is an entry transaction generated when a cardholder presented his/her card at a door defined as entry.
      • Exit —Indicates that this is an exit transaction generated when a cardholder presented his/her card at a door defined as “Exit”.
      • Manual entry —Indicates that this is an entry transaction that was manually inserted or added in the system. When you manually insert a transaction, you have to specify if this transaction is an “Entry” transaction or an exit transaction. For every entry, there should be an exit.
      • Manual exit —Indicates that this is an “exit” transaction that was manually inserted or added in the system. When you manually insert a transaction, you have to specify if this transaction is an entry transaction or an exit transaction. For every entry, there should be an exit.
    • The Door column indicates which door was accessed by this user. When you manually insert a transaction, you have to specify the door according to the transaction type (Entry or Exit).
      Note: If you are inserting an entry transaction, only doors defined as “Entry doors” will be displayed in the list. If your are inserting an exit transaction, only doors defined as “Exit doors” will be displayed in the list.
  11. Click the Load button to load the transactions from the server for this cardholder. You have to enter the card number, select the gateway/connection and door(s), then click the Load button. The button is disabled once you have loaded the transactions.
  12. Click the Add button to add a transaction to the existing transaction list. The new transaction will be added at the end of the list.
  13. Use the Insert button to insert a transaction between existing transactions or above any transaction.
  14. Click Cancel to cancel any insertion or modification that was made BEFORE saving.
    Note: When you delete a transaction that was added manually, it is permanently deleted from the list; as opposed to transactions that were generated by controllers. When they are deleted, they are identified by an X in the Deleted column.