Facility Card Paige Freeman June 13, 2023 14:22 Updated Facility Card Click here to see this page in full context Home > Customer Relationship Management (CRM) > Working with Customers > Profile Information > Facility Card Viewing and Updating a Customer's Facility Card From the Facility Access Card screen, you can view facility card information as well as records of the customer's facility visits. To view the Facility Access Card screen, select Facility Card from the Profile Info tab. The Facility Access Card screen displays, as shown below. From this screen, you can add/edit facility card information, as well as view facility visit and access records. The Facility Visits and Access Records grid is populated by a connected scanner when the customer visits and is scanned in to their facility using their facility access card. Adding/Editing Facility Card Information To add/edit facility card information: From the Facility Access Card screen, select the pencil icon in the upper right corner of the screen. The Edit Facility Access Card screen displays, as shown below. Enter the Facility Card Number. This is a free text field that can be populated manually or by using a connected scanner. Select the Issuing Facility from the drop-down. Values are populated based on the non-fixed USR "USR_BRANCH" system type. Select or enter the Issue Date. Click Save. Questions? Contact us at documentation@personifycorp.com © Personify, Inc. All Rights Reserved.