Persona Online Training

HI,

Contact

Analytics

Issuing a Card

Editing a Card

Deleting a Card

The home page of the User Interface can be broken down into different sections.

1. Menu Selection

2. Analytics

3. Graphical Selection

The menu selection is located to the top of the home page.

The menu selection encompasses the following elements;

UC San Diego Logo
Monitor/Command
Access Control
Drop Down Menu

1. UC San Diego Logo

Select the logo to transfer you to the homepage from any location in the website.

2. Monitor/Command

2.1 Devices

Provides the status of all doors for each building in each college.

i.e.

Communication Status: Online

Communication Status: Offline

2.2 Scheduled Commands

Provides a list of programmed door commands. This includes scheduled pre-programmed unlocking of doors for certain days.

3. Access Control

Access control provides access to the majority of website functions including the capabilities to issue temporary access keycards, to view existing keycards and residential information.

3.1 Cardholders

Cardholders module allows you to view resident profiles.

3.2 Cards

Cards module allows you to view cards and their access along with the resident [cardholder] associated with the card assigned.

3.3 Access Levels

Access levels provides a compiled list of all suite accesses for a particular residential college.

3.4 Schedules

Module in which you can program a scheduled access for a particular residential/meeting space.

3.5 Holiday Groups

Saved holiday groups for which access can be created to automate[pre-program] access.

3.6 Holidays

Saved holiday dates for which access can be create to automate[pre-program] access.

4. Drop Down Menu

The drop down menu provides main menu setting functions.

4.1 Change Password

Select the following drop down menu option to reset your password.

4.2 Log Off [Email]

Select the following menu option to log out of your profile.

Persona Online provides each user with a metrics graph and pie chart of past 7 day activities.

1. Metrics Graph

The metrics graph above displays the following information;

Total Events Per Hour
Access Granted
Denied Unknown Card
Communication Failure
Communication Restored

2. Metrics Pie Chart

The following pie chart above displays the following information;

User Replaced
Clean Door Held Open
Door Held Open
Access Granted
Clean Door Forced Open
User Deleted
Comm Started
Door Ajar
Online

1. Access Control Widgets

Access Control Widgets provide access to the majority of website functions including the capabilities to issue temporary access keycards, to view existing keycards and residential information.

1.1 Events [AKA Home Page]

The events module provides access to the home page.

1.2 Devices

Provides a compiled list of all card e-readers associated with the suites for a particular building in a particular college.

1.3 Cardholders

Cardholders module allows you to view resident profiles.

1.4 Cards

Cards module allows you to view cards and their access along with the resident [cardholder] associated with the card assigned.

1.5 Access Levels

Access levels provides a compiled list of all suite accesses for a particular residential college.

1.6 Schedules

Module in which you can program a scheduled access for a particular residential/meeting space.

1.7 Holiday Groups

Saved holiday groups for which access can be created to automate[pre-program] access.

1.8 Holidays

Saved holiday dates for which access can be create to automate[pre-program] access.

Editing A Card

To begin editing a conference participant's card, select the "Cards" widget from the home page of the partition of your choice.

After selecting the "Cards" widget, using the Search bar, type in the card number of the associated conference participant.

After typing in the card number of the associated participant, select the appropriate card option. Utilize the additional information provided to narrow down your option selection.

Make the appropriate edits to the any of the following fields. This includes;

Card Number
Card Set
Active On
Expires Never
Access Level Memberships

Ensure you select "Save" to finalize any edits created.

After saving your edits, search the card again to review your edits reflected.

To begin editing a conference participant's card, select the "Cardholders" widget from the home page of the partition of your choice.

After selecting the "Cardholders" widget, using the Search bar, type in the card number of the associated resident.

After typing in the name of the resident, select the appropriate card option.

Make the appropriate edits to the any of the resident profile's following fields. This includes;

Last Name
First, MI

Ensure you select "Save" to finalize any edits created.

You may additionally assign a new card to the participant from this view by selecting "Create New" and following through the process of issuing a card.

After saving your edits, search the resident again to review your edits reflected.

Issuing A Card

1. Logging In

1.1 Log on to PERSONA Online.

1.2 Select "Cardholders".

2. Creating The Key Card

2.1 Utilizing the search command box - Type in the conference participants full name. Either include or exclude parts of the name to populate the participant.

2.2 Once you have found the participant's respective profile, select the profile.

2.3 Select "Create New".

2.4 Enter 10 digits from the back temp card in the number field.

2.5 Select the card set from the drop down - UCSD Contactless.

2.6 The expiration date is automatically set for a year; Change the Set expiration for one week from the date the card is made. To close the calendar - click on the calendar icon.

2.7 Add - "ACCESS LEVEL MEMBERSHIPS" - STUDENT ROOM & BUILDING COMMON DOORS. (note: Access levels do not have Z in front of them.)

2.8 Search and add the student's common doors and access level to their room/suite.

2.9 After common doors and living space has been added - SAVE.

2.10 Follow the directions again for 2nd card set using the same temporary card # - this time using - UCSD Transact Card. Follow same steps down to the expire date and manual access level.

1. Logging Mercury Temp. Cards.

If a conference participant loses their card, reissue a new card to the conference participant using the same method in the previous tab "Issuing A Card".

Additionally, please log any courtesy keycards issued. DO NOT log the first key card. Log any keycard issued thereafter.

Log the courtesy keycard using Iris and the log spreadsheet. You may use the following template to log in Iris.

Reminder - Create the desk log at the conference level, and remember to set it as incomplete. Mark it complete once the participant has returned their keycard upon checkout.

Deleting A Card

1. Un-assigning A Card

1.1 Select the "Cards Module"

1.2 Type in the card number in the search box of the card being returned.

1.3 The screen should bring you here.

1.4 Delete to remove access & unassign below the resident's name.

1.5 When the screen is clear; and it is not assigned to the residents - click save.

1.6 Select "Save". Click the trash icon to delete / the screen will come up to confirm deleting the card.

1.7 Select "Delete".

> If it has been deleted, the screen will appear blank.

Contributors: Julio Villarruel & Stephanie Borja