Datawatch Direct Access Training

Summary

• The meeting covered a step-by-step introduction and walkthrough of Datawatch Systems' Direct Access portal.
• Key topics included logging in, managing cardholders, activating/deactivating cards, running history reports, and using the Door Console feature.
• No business decisions or changes were made, as the session served as an instructional training.

Action Items

• No action items were assigned during this session.

Logging Into Direct Access

• Navigate to www.datawatchsystems.com, click on "Client Tools," then "Direct Access" to reach the portal.
• Log in using your credentials to access the cardholder search screen.

Cardholder Management

• Search for cardholders using various criteria or view the entire list.
• To activate a card, select "Create New," enter address, site code, emboss number, card type, cardholder name, active dates, and PIN (if required).
• Assign access to buildings and doors by selecting appropriate access levels; templates can be used for multiple assignments.
• Save new cards after adding access and optional cardholder details or photo.

Editing, Replacing, and Deactivating Cards

• Edit existing cards by searching for the cardholder and selecting "Edit"; note that card numbers cannot be edited but cards can be replaced.
• Replace lost cards by entering the new card information and transferring access.
• Cards can be deleted or deactivated; deactivated cards remain in the system but are highlighted in red.
• Recommended practice: delete cards unless business needs require deactivation.

Viewing Card History and Running Reports

• Access card history by searching using the home address, card number, name, door, or message type.
• Export history reports, preferably in Excel format for easier navigation.
• Cardholder details screen also allows quick access to card activity history.

Door Console Usage

• Program temporary door schedules or control access remotely without contacting support.
• Unsecure or secure doors by specifying dates and times; groups of doors can be managed together.
• Preschedule door events up to a year in advance; restoring a door returns it to its normal schedule but doesn't remove future events.
• Delete scheduled events via the schedule tab.
• "Grant Access" feature allows for immediate, remote unlocking of doors for site access.

Decisions

• No decisions were made during this instructional session.

Open Questions / Follow-Ups

• None noted; participants are advised to contact customer service representatives with additional questions.