Specific keys can be located for updates under the Keys drop-down
Specific keys can be searched for using the Keys drop down in the menu at the top of the screen. Simply enter a serial number from an InstaKey Key into the search bar and click Find.
This will pull up the key serial number that was searched.
On the results page you can see the serial number, any key stamping, the keyway, the key name (when applicable), to whom the key is issued to, the status of the key (issued, prior step key, deactivated or future rekeying kit key, shown as “Mailer”), the system associated with that key, and the DHI.
Once you have located a specific key in the search results, click on the key serial number (in blue) to go to the Key Detail Page.
The grey panel on the right includes actions, reports and other functions available for that specific key.
If you click on View Key History under Reports you will see the full history of that key including all of the key holders who have ever been assigned to it.
To assign a key to a User, you can type the Users name in the dropdown field and select them from the list then select Update Key in the grey panel on the right.
Verify that the change has been made, indicated by who the key is currently assigned to and the update notification at the bottom.
In the event that a User leaves the organization and returns their key, it can be reassigned back to the location until it is ready to be issued to another key holder.
To do that, click on the bubble next to Location. Use the drop down below that to select the appropriate location to assign the key to. Then, click Update Key in the grey panel on the right.
Having a new User sign a key receipt is just as simple.
A key receipt is used for enhancing key holder accountability and compliance. After assigning the key in SecurityRecords.com to a specific User, click on Key Receipt under Other Functions in the grey panel on the right.
This will pull up a key receipt showing who the key is assigned to, who is assigning the key, details of the key being assigned.
This key receipt can be printed to be physically signed, it can be signed directly on the screen, or for contactless key assignment, it can be emailed and signed from any smart device.
Having a key receipt signed remotely can be done with the Request E-Signature button at the bottom left.
See also: Digital Key Holder Update