Assigning keys by Serial Number
Once you've logged into Security Records, follow the below steps to assign a Key to a User by Serial Number
Choose the Digital Key Holder Module from the menu located on the left side of the Security Records interface. The system will default to searching by Serial Number. Enter the Serial Number of the key you wish to assign to a User, and then click on "Search."
A selection box will display below, allowing you to choose the User to whom you would like to assign the key. Additionally, if the key has been returned by a departing key holder, or if it is a Master key being transferred between locations, you can opt to reassign it to a specific Location.
As you begin typing the first name, last name, or employee ID of the desired User, a dropdown menu will automatically appear, displaying options that align with your search. Select the appropriate User from the list, and then click on "Assign Key(s)" to proceed.
If you do not see the User you'd like to assign this key to you'll need to Add User
A confirmation box will display the Serial Number, indicating the previous key holder and the new user to whom the key has been assigned.
At this point, you have the option to either request a signed Key Receipt from the User you just assigned the key to, obtain an E-Signature if the User is present with you or continue to assign keys to other Users.