Safesmart Security Platform User Manual Attendance - e
Safesmart Security Platform User Manual Attendance - e
Help-Attendance
Management System
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Safesmart Online Help-Attendance Management System
Table of Contents
1. Brief Introduction ............................................................................................................................ 3
1.1 Summarize ............................................................................................................................. 3
1.2 New Features ......................................................................................................................... 3
1.3 Areas of Application ............................................................................................................... 5
2. Installation Guide............................................................................................................................. 5
2.1 Installation Requirement ....................................................................................................... 5
2.2 Installation Steps.................................................................................................................... 6
3. Quick Start ..................................................................................................................................... 10
3.1 Software Login ..................................................................................................................... 11
3.2 Setup Serial Port Communication ........................................................................................ 12
3.3 Add Controller...................................................................................................................... 13
3.4 Test Communication and Adjust Time ................................................................................. 15
3.5 Register Card........................................................................................................................ 16
3.6 Add Employee ...................................................................................................................... 17
3.7 Setup Attendance Rule ........................................................................................................ 18
3.8 Establish Day Schedule ........................................................................................................ 19
3.9 Employee Shift ..................................................................................................................... 21
3.10 Record Upload ................................................................................................................... 24
3.11 Attendance Count .............................................................................................................. 24
3.12 Query ................................................................................................................................. 25
4. User Manual .................................................................................................................................. 26
4.1 Hardware Connection ...........................................................................................................27
4.1.1 Controller Hardware Interface Map.......................................................................... 28
4.1.2 RS232 Connection Way between Controller and PC ................................................ 29
4.1.3 RS485 Connection Way between Controller and PC ................................................ 30
4.1.4 The Connect between Controller and Network ........................................................ 30
4.2 Start Program....................................................................................................................... 32
4.3 Introduction to Main Interface ............................................................................................ 33
4.4 View, Window and Layout ................................................................................................... 36
4.5 Window Indtroduction ........................................................................................................ 41
4.6 Property Edit ........................................................................................................................ 43
4.7 Plateform Menu ................................................................................................................... 45
4.7.1 User Management .................................................................................................... 45
4.7.2 Relogon ......................................................................................................................47
4.7.3 Change Password .......................................................................................................47
4.7.4 Print .......................................................................................................................... 48
4.7.5 Print Preview............................................................................................................. 49
4.7.6 Page Setup ................................................................................................................ 49
4.7.7 Options ..................................................................................................................... 53
4.7.8 Database Management............................................................................................. 53
4.7.9 Expert Mode ............................................................................................................. 55
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Safesmart Online Help-Attendance Management System
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Safesmart Online Help-Attendance Management System
1. Brief Introduction
Welcome to use online help for Anson Safesmart Security Access Control and Attandance
Management System.
This online help is only for the software platform and Attandance Management Subsystem. Help for
other subsystems can be found in the "System" menu.
Summarize(See 1.1)
1.1 Summarize
Safesmart Security System Management Platform is an innovation software which works for M
controller series. In addition to all functions of the second-generation software,safesmart adopts such
features of second-generation software as software infterface, dynamic help and so on. When work
with M controller series, safesmart can serve small and medium enterprises for access control and
attendance management, as well as work with CCTV and alarm devices. The system is easy to
manage, install and use.
Customized Interface
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Software GUI is more visual and convenient. The function interface window can be moved, hidden,
enlarged/minimized and grouped conveniently. The user can adjust the display size and software
interface as perferred.
Dynamic Help
When user clicks any setup button in software, an instruction for the button will be displayed.
Smart Download
System will only download changed data to controller, it can save download time.
Batch Operation
Software supports multiple selection and operation, which can greatly improve work efficiency.
DVR Linkage
Software can work with DVR, user can check DVR video in real-time monitoring, when event or alarm
happen, software will require DVR start to record. The video can be found by double-clicking event or
alarm record in query interface.
Image Snapshot
Under real-time monitoring mode, when video compression card is installed in PC, the user can check
the video for monitoring position. In case of occurance of events or alarm, software will snapshot
automatically.
Modulated Design
Basing on an unique platform, the software is characterized by modulated design, unique style and
unlimited upgrade capability. Currently, the software consists of access control module and attendance
module, which can both work independently. User can use any of all modules. When new module is
developed, user can add the new module into exiting plaftform easily.
Multi-language
User can change any character string for interface character, dynamic help and externally files. The
system can support multi-languages.
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2. Installation Guide
Thank you for using Anson system.
Before installation, please study the user manual carefully for information on installation, method of use
and terms of use.
Basic Information
Application Plaftform: Windows 2000, Windows Server, Windows XP, Windows Vista, Windows 7
Language: English
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Items Requirement
Operation System Windows 2000, Windows XP, Windows Server 2003,Windows Vista, Windows 7
1
When start software installation program, the default installation location is system driver.However,usr
can install the software in any driver. In order to ensure proper performance of the syste,the system
driver must have extra space. Thus, no matter wherever the software is to be installed, please ensure
system driver has enough memory. At the same time, for saving database and pictures, sufficient
memory should be kept for the driver where the software is installed.
2
The interface is used for connecting with controller. Please refer to controller user manaul for more
information. If no controller is connected, some software functions can not be used.
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2. It will take some time to gather the system parameter of your PC. The time taken depends on device
configuration (may need several seconds or several minutes). Then the welcome page will be
displayed as below:
Please read installation prompt, if you ensure to install software, please press "Next" button to continue,
if not, please press "Cancel" to exit install program. In further installation steps, you will select "Back",
"Next"and "Cancel" button to back to last step, continue and exit install program. We will do not explain
it in furture.
3. Press "Next" to enter "Customer Information" interface (showed following pricture), User can input
user name and company information, you also do not input it.
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4. User can select installation directory( showed following picture), default dirctory is system driver
program list. We suggest you install other directory that has enough memory space.
Press "Change" button to select directorty, after you select installation dierctory, press "OK" to back.
Notice: For Windows Vista and Windows 7 user, dure to this two operation systems reinforce user
access management, so under default, some directories are not allowed to access for operation user
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(including administrator), and change the directory informatin directly. The directory include "Program
Files", "Windows" and so on. Please do not install the system in those directorties, or software can not
work well.
5. After press "Next", the program will ask your comfirmation again. If you ensure setup is correct,
please click "Install" button to install, if not, back to last setup to change setup by press "Back" button,
or press "Cancel" button to exit installation program.
6. After click "Install", system will install the software and database automatically. It will spend you some
time to gether your system parameter. The time will depand on your device configuration and other
situation(maybe need several seconds or several minutes). In the process of installation, you can press
"Cancel" button to exit installation program.
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If you find this interface, we congratulate to you, the software is installed successfully. Please press
"Finish" button to end it. Before you press "Finish" button, if user select "Launch the program", then the
software will be started after installation program exit.
In the future, you can double-click tabletop shortcut icon or click operation system menu "Start"->
"All Program"->"Safesmart Security Platform"-> "Safesmart" to run the software.
3. Quick Start
Quick Start is designed for new users who are not familiar with Anson system. It helps the user to use
software, setup hardware, arrange employee shift and attendance count. At the same time, the quick
start will introduce some basic knowledge on attendance system. This information will be marked with
"icons "and written in grey.The user may ignore this supportive information. However, we would
like to suggest all end users read it carefully. User can also find more detailed information in "Uer
Manual"(See 4.) If user has any questions on the software, please check "FAQ(See 5.)", where the
answers maybe found.
Before start, please connect controller or integrated access controller with PC. Please refer to controller
user manual or go to"Hardware Connection Method(See 4.1)"for more details.
Click here (See 3.1)to start. Click any items you want to know and you can enter the step directly.
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tabletop . Double-click the icon to start software, then following login interface will pop up:
Input username as "Administrator"(case sensitive) and default password (default password is empty).
After click "OK", the user will enter main operation interface as superuser.
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Superuser has the supreme authority to operate the software and its access group and
username can not be changed. If user logins with other identity, some software functions can not
be displayed. Please input the changed password if superuser password has been changed.
Please setup PC communication rate following the red box information (the numbers at the beginning
indicate the sequence of setting up the controller). It is recommended to setup both PC and Controller
communication rate at 9600bps.
Notice:
1. If the communication port in software is the same with controller, you can skip over this chapter.
2. For Step 1, Please make sure you are in "Attendance Management System", if not, please cut over
by "System" ->"Attendance Management System". If software do not in Setup interface, please open
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Please notice that software communication rate must the same with controller hardware. How to setup
controller, please refer to following picture. The integrated access controller please refer to user manaul
that package with hardware.
Please change controller 6, 7, 8 dial switch. For example, If user want to setup 9600bps, please dial 6,
7, 8 far away from NO position.
Warning: In case damage the device, before you setup controlelr communication rate, please
make sure controller is power off.
Please add the controller following the information indicated in the red box (the numbers at the
beginning indicate the sequence of setting up the controller).
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Notice:
1.For Step 1, Please make sure you are in "Attendance Management System", if not, please cut over
by "System" ->"Attendance Management System". If software do not in Setup interface, please open
Serial Port setup view by main menu "Management".
2. If view window position is different from above showed pricture or closed, user can restore view
layout by "Veiw"-> "Restore View Layout" before step 2.
Controller Address = V1 x 1 + V2 x 2 + V3 x 4 + V4 x 8 + V5 x 16
V1 is dial switch 1. When dial switch 1 far away from NO position, V1 value is 1. When dial switch
nearly by ON position, V1 value is 0. V2, V3, V4, V5 is similar with V1, it's the vaule for 2, 3, 4, 5 dial
switch.
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Warning: In case damage the device, before you setup controlelr communication rate, please
make sure controller is power off.
Both access controller or integrated access controller have internal clock which must be the
same as real time. Controller will get the present time from built-in clock once it starts to work.
If controller time is incorrect, the controller can not work properly.
Test the communication between new controller and PC following the information indicated in the red
box (the numbers at the beginning indicate the sequence of setting up the controller).
If there are no green controller information in Task Report, it shows communication is unnormal, there
will display the error information in Task Report. So now you have to return to previous chapter to check
whether the operation is correct or not. Such as detect connection between controller and PC,
communication rate dail switch, address dail switch and so on.
After test controller communication successfully, user have to return to default and adjust controller
time. This two steps are very important, user must carry out. Their steps are similar with detect
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controller, only the selected menu is differance from Step 2. Please ensure operation system time is
correct, because when user adjust controller time, the software will follow operation system time.
Notice
1. For step 1, Please make sure you are in "Attendance Management System". Otherwise, please
select "System" -> and then "Attendance Management System". If software is not in Setup window,
please select "Management" -> and then "Card".
2. For step 7, if "Add Card by Controller/Distributor" is not initiated, the "Cancel" button will not be
usable.
3. If view window is closed or different from above shown picture, user can restore view layout by
"View" -> "Restore View Layout" before step 2.
User can add card in other ways. User can purchase Anson distribor and connect it with PC by USB,
and then select distributor as shown in step 3. If the card bears numbers, user can add card manually
or enter "Employee" setup and input the card number in employee card number property (Usually, two
kinds of card numbers will be printed on lower right corner of the cards. This system accepts numbers
without comma and ignores "0" in front of the numbers.
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Please setup employee information following the red box information (the numbers at the beginning
indicate the sequence of setting up).
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Notice
1. For step 1, Please make sure you are in "Attendance Management System". Otherwise, please
select "System" and then "Attendance Management System". If software is not in Setup window, please
select "Management" and then "Card".
2. If view window is closed or different from above shown picture, user can restore view layout by
"View" -> "Restore View Layout" before step 2.
When add more than one employee, user shoule input employee name in the "name property" and then
save.
Employee "Code" is uniquely assigned for each employee. For example, ID number of employee
is used for display and prints only and has nothing to do with authentification. User may not input
employee number or assign number to employ as needed. In case different employees have the
same name, user can differentiate them by assigning different numbers to them. The software
does not accept employee with the same name as well as the same number. Alternatively, user
can add suffixes to employee names instead of input employee numbers. For example, Mike_1,
Mike_2.
Please setup employee information following the red box information (the numbers at the beginning
indicate the sequence of setting up).
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Notice
1. For step 1, Please make sure you are in "Attendance Management System". Otherwise, please
select "System" -> and then "Attendance Management System". If software is not in Setup window,
please select "Management" -> and then "Attendance Rules".
2. If view window is closed or different from above shown picture, user can restore view layout by
"View" -> "Restore View Layout" before step 2.
3, Attendance mode includes simple mode and complex mode. In simple mode, Attendance count don't
support overtime statistics automatically according to card record. User has to register information
manually. It also do not supports timed attendance or cross-day attendance, but it no need to separate
enter and exit reader, so the controller used in attendance can be used in access control system too, it
widely used in company or office. In complex mode, overtime statistics, timed attendance and
cross-day attendance are supported, because of overtime and timed are particularity, user should
install at least two-way controller for attendance and it can not used in access control. Reader 1 used
for duty on only, and reader 2 used for duty off only (if it is four-door controller, reader 1,3 for duty on,
and reader 2,4 for duty off)
Prev(See 3.6) Next Step(See 3.8) Back(See 3.)
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Please setup employee information following the red box information (the numbers at the beginning
indicate the sequence of setting up).
Notice
1. For step 1, Please make sure you are in "Attendance Management System". Otherwise, please select
"System" and then "Attendance Management System". If software is not in Setup window, please select
"Management" -> and then "Day Schedule".
2. If view window is closed or different from above shown picture, user can restore view layout by "View"
-> "Restore View Layout" before step 2.
Day schedule including timed system (not available in simple attendance mode) and shift
system. Timed system means issue wages by employee actual working time, no limit for the
length of duty on and off. The system also supports appointing latest duty on time and length of
work time, user can select it by actual situation, both these two day schedule have a range of
card valid time, any time segment between 00:00-47:59 can be set, and only during this range
can be attendance counted. Moreover, in complex mode, both timed system and shift system
support day-cross attendance. Please note that day-cross we appoint that the duty on happen in
one day while duty off should happen in next day, when both duty on and duty off happen the
same day, it will not be considerate as day-cross, so in shift, the last shift should over than 23:59.
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"Present Card State " and "Holiday" can be set as needed. If "Yes" is selected for "Earlier
card-present is considered as work overtime" or" Late card-present is considered as work
overtime", then the system will conclude on "Work Overtime" once card is presented as such. If
"Yes" is selected for "Sunday is considered as Holiday", then the system will conclude on "Work
Overtime" if card is presented on Sunday.
Please setup shift for employee following the red box information (the numbers at the beginning
indicate the sequence of setting up).
Following picture will show you an example. Jerry and Morry have a "Scheduled Shift" for Day
Schedule on 1st and 2nd May 2010.
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① , Right-click Schedule1 Shift in Employee List, the letter turns into gray.
② , Select employee in employee list, press Ctrl key (User can press Ctrl or Shift key to select in batch).
Left-click to select Jerry and Morry .
③ , Select Day Schedule in property view.
④ , Left-click a date in the calendar of scheduled shift list to finish the shift arrangement (right-click to
cancel the shift) .
④ , click " Save " to confirm
Following picture displays "Schedule Shift Batch" for Jerry from 1st April 2010 to 31st March 2011.
During this period of time, Jerry's work schedule is as follows: Schedule1 shift for Monday, Wednesday,
Thursday, 8-hour work for Tuesday, Friday, and holiday for Saturday and Sunday.
① , Right-click "Schedule Shift Batch" in Employee List, then the letter turns into gray.
② , Input or select Start Date and End Date as 01-04-2010 and 31-03-2011 respectively. Input 7 in Shift
Period.
③ , Select Jerry in Employee List.
④ , Select Day Schedule in property view.
⑤ , The shift will start from 01-04-2010 (Thursday). Before user inputs the shift, please select
Schedule1 Shift for Day Schedule, then left-click 01-04-2010 in calendar list to appoint the shift
(right-click to cancel the shift for this day). The second day is 2-04-2010 (Friday). Please select
Schedule2 for Jerry in Optional Rule again, then click 02-04-2010 in calendar list to appoint the shift.
The third day is 03-04-2010 (Saturday), no shift should be arranged since Saturday is holiday for Jerry.
⑥ , Click "Save" to finish the Schedule Shift Batch for Jerry from 01-04-2010 to 31-03-2011.
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The Schedule Shift Batch for Jerry is finished. Now please refer to the following picture:
⑦ , Right-click Schedule1 Shift in Employee List, then the letter turns into gray.
⑧ , Select Jerry in Employee List.
Note:
1. For step 1, Please make sure you are in "Attendance Management System". Otherwise, please
select "System" and then "Attendance Management System". If software is not in Setup window, please
select "Management" -> and then "Schedule Shift".
2. If view window is closed or different from above shown picture, user can restore view layout by
"View" -> "Restore View Layout" before step 2.
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Please upload card record following the red box information (the numbers at the beginning indicate the
sequence of setting up).
Note:
1. For step 1, Please make sure you are in "Attendance Management System". Otherwise, please
select "System" and then "Attendance Management System". If software is not in Setup window, please
select "Management" and then "Upload Card Record".
2. If view window is closed or different from above shown picture, user can restore view layout by
"View" -> "Restore View Layout" before step 2.
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Please setup employee information following the red box information (the numbers at the beginning
indicate the sequence of setting up).
Note:
1. For step 1, Please make sure you are in "Attendance Management System". Otherwise, please
select "System" and then "Attendance Management System". If software is not in Setup window, please
select "Management" and then "Attendance Count".2. If view window is closed or different from above
shown picture, user can restore view layout by "View" -> "Restore View Layout" before step 2.
The system can carry out attendance count for employees of one department or of all
departments. For attendance count of all employees, select department list, then right-click
"Count All Employees". Note: If an employee does not belong to any department, the employee
will not be counted.
3.12 Query
After attendance count, user can query the result. After switches to information query window, user can
query Controller Information, Employee Information, Card Information, Attendance Result Detail,
Attendance Statistics, Overtime Statistics, Overtime Record, Leave Record, Missed Card Record, Card
Record, and System Log etc...
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Note:
1. For step 1, Please make sure you are in "Attendance Management System". Otherwise, please
select "System" and then "Attendance Management System". If software is not in Setup window, please
select "Management" and then "Query".
2. If view window is closed or different from above shown picture, user can restore view layout by
"View" -> "Restore View Layout" before step 2.
4. User Manual
This chapter includes a brief introduction on hardware connection and a detailed description on
software interface together with the functions and applications of each components of the software.
This manual is organized in terms of functions.The lines in grey headed by are contents which
are especially important. User should read these contents carefully and strictly follow these indications
when using the software.
In order to have a better understanding on the manual, before studying the instruction, please read the
following explanation on the application of mouse.
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Mouse cursor:
Mouse cursor is the graphic representation of mouse in the software system, while mouse is the
physical device. The cursor will move once mouse moves. For convenience of description, the term
"mouse" is used to indicate "mouse cursor" in this manual.
Click:
Move the mouse cursor to the target, left click the mouse lightly then release. For example: "Click "Ok"
button" means move the cursor to "Ok", left click and then release.
Double-click:
Move the mouse cursor to the target, left click the mouse twice quickly.
Drag:
Move the mouse to an object; left click without releasing; then move the mouse to the destination and
release.
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There are two connection standards for twisted-pair RJ45: EIA/TIA568A standard/TIA568B standard.
T568A
12345678
Green with White, Green, Orange with White, Blue, Blue with White, Orange, Brown with White, Brown.
T568B
12345678
Orange with White, Orange, Green with White, Blue, Blue with White, Green, Brown with White, Brown.
If T568B is adopted for the two ends of network wire, it is called through line. If T568A and T568B are
adopted for the two ends respectively it is called cross line.
At present, most network cards and routers have switchover circuit for through line and cross line.
Normally through line is adopted for connection. In case the network card does not have the switchover
function, cross line should be adopted for the connection between converters or ME controllers to PC;
while through line for converter to router.
If ME controller is used, user can connect ME controller with PC network by network wire. If MS
controller is used, user can connect MS controller with PC network by converter:
The connectiong diagram between controller RS232 interface and converter
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Instruction"(See 2.) for more details. To start the program, double-click icon on tabletop or click
"Start"->"Program->Safesmart Security Platform"->"Safesmart".
After start the software, input username and password as shown below:
If the program runs for the first time, the username will be "Administrator" and the password is empty.
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Administrator is a special "super manager". It is used for system installation and recovery. Super
manager can operate in all access groups and can not be changed or deleted. The password of
super manager can be changed. It is suggested to change the super manager password after
login the system for first time. To change the password, please go to menu "Platform"->"Change
the password". After the password is changed, set a new user and its access group by
"Platform"->"User Management". After the modification, do not login the system by
"Administrator". Please save the administrator password carefully since you may not be able to
enter the system in case all users are deleted and this password is lost..
Enter the system by clicking "OK" in above window; while exit the system by clicking "Cancel". If
"Expert Mode" is selected, all the functions will be applicable (otherwise, some functions will not be
applicable). User can also change this option by "Platform"->"Expert Mode".
There are multiple subsystems in the software. The software will remember the prior subsystem and
view and return to them when opened the next time. Following views will change with the subsystem.
Hereby the attendance subsystem is used for the demonstration.
1. Main menu
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Main menu of the software is made up of Platform, View, Subsystem main menu, Language, System,
help and so on. Main menu differs for different subsystems. For example, in attendance subsystem
"Setup" and Information Query" are displayed. All related function views can be found in the drop-down
menu of the main menu, which will be introduced in detail later.
All the functions of program can be visited via menu. If user is not authorized or temporarily
incapable to use the function, the function button will be in gray.
Each menu is made up of function name, menu shortcut key, dialog box, and shortcut key group. "Print
(P)…Ctrl+P", here "Print" is function name, (P) is menu shortcut key. When menu is displayed, press
"P" to open "Print" directly; "..." indicates pop-up dialog box. Before close the dialog box, other functions
can not be used. "Ctrl+P" is shortcut key mix. Press "Ctrl" and "P" to open "Print". A menu marked with
"√"indicates the menu is usable.
2. Toolbar
Frequently used functions can be found in the Toolbar. If user is not authorized or temporarily incapable
to use the function, the function button will be gray. Click main menu "View"->"Toolbar" to hide the
toolbar. Different interface may have different toolbars. To get certain button function, please hang the
mouse on the button and view the instruction.
3. Function Interface
Software are divided into several function interfaces, as shown in the following picture, Only one
function interface can be displayed at one time. User can switchover among the function interfaces.
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5. View
View may be on the right side or cover the whole function interface, where all function operations are
realized, as shown in the following Controller Setup View.
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For details, please refer to View, Window and Layout (See 4.4).
6. Status Bar
Status bar (as shown in the following picture) is at the button of main interface. It can be hidden or
displayed by clicking "View" in Main Menu.
Since different users have different habits and different computer monitors, the software adopts layout
technology. It can park, float, move, hide, change size and be a group with other window. The changed
information will be remembered by software, and it is convenient to return to default layout.
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Button. The elements are shown in the following picture. Different windows have different appearances.
For details, please refer to Introduction to Main Interface(See 4.5).
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2. Drag mouse to the left edge of Task Report window. The window size will be changed as shown in
the following picture.
Note: Move mouse to the edge of Task Report Window where the controller window will be parked.
Only when mouse is near to the edge, the Controller Window will be parked to the Task Report Window.
Please pay attention to the location of mouse as shown in the picture.
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To group windows, please move mouse to the title bar of one window, and then drag it to the title bar of
another window and release.
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List Window
Most views have an element list window, such as Controller List window (as shown in following picture)
and Door List Window. Element can be configured, such as "Controller", "Door" and "Employee" etc.
Element List Window has a tree diagram in function area, which is used to display setup elements.
User can select one or more than one element and change their property values in property window.
For details, please refer to Select Method(See 6.2).
Property Window
Most views have property window, as shown in the following controller property window.
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The property of selected element will be displayed in property list. User can change and save element
property value in the window. Property List consists of two parts: Property name at left side and
property value at the right side. User can move midline to change displayed proportion. One line stands
for one property in property list, as "Name" and "Model" shown in the above picture. Multiple properties
can be grouped together, as "Basic Parameter" and "Communication Setup" etc. shown in the above
picture. For details, please refer to "Property Edit Method".
All operation information will be displayed in Task Report window. Format of the information is
"[hh:mm:ss]: Operation information"; with hh stands for hour; mm for minute; and ss for second. The
latest information will be displayed on the top. Max. 500 rows can be displayed in Task Report Window.
(The standard will be changed without notice). When information overflows, the prior information will be
cleared. Left-click an item to select, click "Ctrl" + "C" to copy the item and then "Ctrl" + "V" to paste the
item to the place wanted.
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All views have Dynamic Help Window, as shown in the following picture:
When user clicks any elements, help information will be displayed in Dynamic Help Window. This is a
great innovation for human-computer interaction. There are three buttons in the tool bar:Page Up"
"Page Down" and "Refresh" (from left side to right side). Hyperlink will be included in help content. User
can click hyperlink to access other help content.
The function area in Query Result Window includes a "Query Result Table" which is used to display
query result. The list size can be changed by dragging the table midline. User can Hide or Display
information by right-clicking list title. Query result can be printed or exported. For details, please refer to
Page Setup(See 4.7.6) and Print(See 4.7.4).
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Appearance of Property
As shown in the picture followed, property window is devided into parts: property names on the left and
property value on the right. Once property value changed, a "*" will be added after the property name
and the property value will be in bold, as "reader 1 added to group 1"demonstrated in the following
picture. Non-editable properties are in grey. When multiple components are selected, the property can
not be changed.
Properties may be character proptery, data property, dialog box property, date property, and time
propery etc.. Following is an introduction on how to edit the variety of properties.
Change Character Property
Left-click the property name and input character via keypad popped-up. Complete the change by
pressing enter or clicking on other properties. Note:If the change is not confirmed, the "Save" button on
the toolbar may be unusable.
Change Data Property
Left-click the property name and input number via keypad or up-down arrow. Complete the change by
pressing enter or clicking on other properties.
Change List Property
Left-click the property name and select the value in the drop-down menu.
Change Dialog Box Property
Left-click the property name or value, a "..." button will be displayed on the right. Click the button and a
editable dialog box will pop up. Make the change and press "Yes" to confirm the change.
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Left-click the property name or value, select the date from the drop-down calendar.
Change Time Property
Edit of tThis item is similar to data property.
Change Other Properties
Other property edit is similar to abovementioned items.
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The addition or deletion of a user in one subsystem will be also effective in other subsystems.
Differently, the access group property of a user in one subsystem will not be effective in other
subsystems.
Change User
1. Click the employee to be changed (User can select multiple employees. For details please refer to
Select Method(See 6.2)).2. Change the employee information in Basic Parameter window. 4. Click
"Save".
Administrator can not be changed. All properties are not usable if administrator is selected. To change
Administrator password, please refer to "Change Password".
Delete User
1. Right-click the employee to be deleted (User can select multiple employees. To select, please refer
to Select Method(See 6.2)). 2. Select "Delete Employee".
Administrator can not be deleted. When select Administrator, "Delete Employee" will be unusable.
User Property
Username
Username can be digit, letter, blank etc. Username is max. 100 characters and is not case sensitive.
Username can neither be the same as existed ones, nor to be empty. Blank before and after the
username will be ignored.
Password
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Password can be digit, letter etc. with max. 20 bytes and is case sensitive.
Access Group Property
Access group name indicates the access property. Property as "Enabled" indicates the user selected
possesses the access authority; while "Disabled" Indicates the user does not possess the authority. If
the property does not apply to the user, all functions and properties will be in grey.
Letter Sequence
Save
Save all changed information, if there is no information changed, the button will be unusable.
4.7.2 Relogon
User can login system by different identities without exit the system. Please click "Platform"->"Relogin"
and the login dialog box will pop up. When press "Cancel", instead of the exit the program, the system
will return as the last user. For details, please refer to Start Program(See 4.2).
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Please input "Old Password", then input new password in "New Password" and "Confirmed". These two
passwords have to the same. If the two passwords are inconsistent, following dialog box will pop up.
Password can be digit, letter etc. with max. 20 bytes and is case sensitive. Password of
Administrator can only be changed here.
4.7.4 Print
User can print various query results, which is displayed in "Query Result List" (Please refer to "View
Window Introduction"(See 4.5)).If there is no information in query result list or the system is not in query
interface, the button will be unusable. It is suggested to adjust the print information by "Print Preview"
and "Page Setup". Please click "Platform"->"Print", as following picture:
Please input correct information and press "Yes" to print. "Property" is related to the printer. For details
please refer to printer user manual. Note: For printers which do not support multiple copies or
auto-paging, the setup is unusable.
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Print Preview can be shown by zooming or pagination but can not be changed. If user needs to change
the list, please exits print preview and change the parameters in "Page Setup". User can press "Print"
to print, and press "Close" to exit print preview.
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Margins
User can adjust the size by Top Margin, Bottom Margin, Left Margin, Right Margin property.
Page Header
Page Header includes Left Header, Right Header, Title and Page Header Line. Left Header and Right
Header can be any characters available with max.100 characters. The system will create a title
according to query types and be displayed by selecting "Print Title" in Miscellaneous. When Left Header,
Right Header, and Title do not display, the Header Line will be hidden.
Page Footer
Page Footer includes Time, Date, Page Number and Footer Line. Time and Date are the same as the
system when print (left alignment only). Page will be automatically created and the format is
"Page/Total (right alignment only). User can select display or hide Time, Date and Page Number. When
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Query Result
In the middle of page is the query result. System can output tables by selecting "Yes" in "Table Mode"
property (Please refer to above picture). But if "No" is selected, output will not are tables (as following
picture). If the columns of the table exceed page size, some information can not be shown. In order to
show all the information in the table, user can adjust the table size by selecting "Yes" in Automatic
Column Width. For more information, please refer to "View Window Introduction"(See 4.5).
Click "Printer" in page setup window, following picture will pop up. User can select printer, paper size,
and print direction etc...
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4.7.7 Options
The main function of option is to set parameter for whole software. For example, to set upload card
record and alarm record automatically when launch software. To change employee addtional property
name.
Event Record
When property setup is "Download automatically when launch software" , So system will download card
record from controller automatically once launch software.
Alarm Record
When property setup is "Download automatically when launch software" ,So system will download
alarm record from controller automatically once launch software.
Some users think that the properties is not enough, now four additional information items are added.
The name and value can be changed in this view.
Main function includes back-up, import and clear database files. Click "Platform"->"Database
Management" to open the dialog box (as following picture). There are two departments: Database
operation and record operation.
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Database
Database is the database for all subsystems. It consists of data of software setup, system log,
card-present, alarm record and attendance record.
Back-up Database
Click "Backup" button to select the backup directory; click "Yes" to start. Once back up completed, a
new sub-directory named as current date will be created in the backup directory. For example, if "C:/" is
selected as the backup directory, and current date is 5th April 2009, a sub-directory named
"2009-04-05" will be created after back up . All backup information is saved in the sub-directory.
Import Database
When import prior backup database to the system, current database will be deleted. Click "Import"
button to select a backup directory. The directory name is "YYYY-MM-DD". Click "Yes" to start import.
Indication will be displayed once import is completed successfully.
Existing database will be deleted when import database. It is strongly advised to backup all
database before carrying out this operation.
Clear Database
Clear database and recover the subsystem to installed state. Click "Clear" to clear the information.
Indication will be displayed once clearance is completed successfully.
The operation is effective only for the current subsystem. The database used by other
subsystems will be deleted as well.
Clear Record
Please setup the date and type for the record to be cleared; then click "Clear" to clear the information.
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The operation is effective only for the current subsystem. The database used by other
subsystems will be deleted as well.
Please switch the system to export mode by clicking "Platform"-> "Expert Mode".
4.7.10 Exit
User can exit the program by clicking "System"-> "Exit"; clicking close button on top of main window or
pressing ALT+F4.
Toolbar
Display or hide the toolbar for main window.
Status Bar
Display and hide the status bar for main window.
For detail information, please refer to "Introduction to Main Interface(See 4.3)" for more details.
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Software will remember the view visited. User can return to the visited view according to visited
sequence by pressing "Previous View" and "Next View".
Other Order
For other orders and view information, please refer to "View, Window and Layout(See 4.4)" for more
details.
To setup communication rate, please click main menu "Management"->"Serial Port", or click "Serial
Port" in View Switch Panel. Please refer to the following picture:
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User can setup communication rate for max. 20 serial ports, Since usually there are only two serial
ports for PC, user can extend serial ports by adding hardware interface card, other hardware and virtual
serial port software.
Cancel Operation
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Letter Sequence
Save
Save all changed information. If there is no information changed, the button will be unusable.
4.9.2 Converter
If controller connects with computer network by TCP/IP communication converter, user must setup
controller IP address, subnet mask and gateway. If Anson converter is adopted, user can setup it in this
window directly.
Note: Before setup, please connect all converters on LAN (Do not cross any gateway). If converter and
computer are not in the same network, please connect the converter on LAN and setup it firstly. After
setup completed, connect the converter to target network. One converter 485 port can connect with
multiple controllers.
To open Converter view, click main menu "Management"->"Converter" or click "Converter" in View
Switch Panel. Please refer to the following picture:
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Converter Property
Setup Type
Display the type name acquired from converter. The name can be displayed but not changed.
MAC Address
It displays converter physical address (display only, can not be changed). MAC address also called
physical address, hardware address or link address. In order to locate physical communication protocol
and distinguish network devices, network device manufacturer always writes MAC address on
hardware. Two devices can never have identical MAC address.
IP Address
It is the address for TCP/IP network device. The value range is 0-255. Some special addresses can not
be appointed. One network can only have one IP address. If user does not know how to setup, please
contact with the network manager.
Subnet Mask
IP address subnet mask of TCP/IP network device. Subnet mask ranges from 0 to 255. Subnet is used
to divide IP address into network address and mainframe address. If user does not know how to setup,
please connect with network manager.
Default Gateway
IP address of TCP/IP gateway device, ranges from 0 to 255. Gateway is a network device which works
as a channel between two networks. Gateway address must be appointed when communication
between networks are needed. If user's network is not connected with other networks (including
internet), the value is meaningless. If user does not know how to setup, please connect with network
manager.
Search Converter
Search converter on LAN again, and add the new converter into Converter List.
If the converter is on Internet, please connect it with LAN and setup IP and mask. Software can not
search converter through internet.
Cancel Operation
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Letter Sequence
Save
Save all changed information, if there is no information changed, the button will be unusable.
Note: Before setup, please connect all ME controller series on LAN (Do not cross any gateway). If
controller and computer are not in the same network, please connect the controller on LAN and setup it
firstly. After setup completed, connect the controller to target network.
To open Network Controller view, click main menu "Setup"->"Network Controller" or click "Network
Controller" in View Switch Panel. Please refer to the following picture:
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Controller Property
Setup Type
Display the type name acquired from controller. The name can be displayed but not changed.
MAC Address
It displays controller physical address (display only, can not be changed). MAC address also called
physical address, hardware address or link address. In order to locate physical communication protocol
and distinguish network devices, network device manufacturer always writes MAC address on
hardware. Two devices can never have identical MAC address.
Version Number:
Display the controller verion number. It can be displayed but not changed.
IP Address
It is the address for TCP/IP network device. The value range is 0-255. Some special addresses can not
be appointed. One network can only have one IP address. If user does not know how to setup, please
contact with the network manager.
Subnet Mask
IP address subnet mask of TCP/IP network device. Subnet mask ranges from 0 to 255. Subnet is used
to divide IP address into network address and mainframe address. If user does not know how to setup,
please connect with network manager.
Default Gateway
IP address of TCP/IP gateway device, ranges from 0 to 255. Gateway is a network device which works
as a channel between two networks. Gateway address must be appointed when communication
between networks are needed. If user's network is not connected with other networks (including
internet), the value is meaningless. If user does not know how to setup, please connect with network
manager.
Search Converter
Search network controller on LAN again, and add the new controller into Controller List.
If the controller is on Internet, please connect it with LAN and setup IP and mask. Software can not
search contoller through internet.
Cancel Operation
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Letter Sequence
Save
Save all changed information, if there is no information changed, the button will be unusable.
4.9.4 Controller
Attendance management is realized based on controller management. Attendance calculation is based
on the records saved when employee presents his card to the reader., At present, the software works
with all M access controller series (controller and integrated access controller). For details, please refer
to"Hardware Connection Method"(See 4.1)User can add and setup the controller to the system by
software. Please go to "Controller" interface to change controller setup, initialize controller, adjust
controller time and detect controller connection etc.
To open Controller view, click main menu "Management"-"Controller" or click "Controller" in View
Switch Panel. Please refer to the following picture:
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Add Controller
1. Right-click Controller List. 2. Select "Add Controller". 3. Change new controller's property in the
property window at the right side. 4. Click "Save".
Change Controller
1. Select the controller by left-clicking controller name in Controller List (User can select multiple
controllers. For details, please refer to "Select Method"(See 6.2)) 2.Change controller's property in the
property window at the right side. 3. Click "Save".
Delete Controller
1. Select the controller via left-clicking controller name in Controller List (User can select multiple
controllers. For details, please refer to "Select Method"(See 6.2)) 2. Right-click the controller. 3. Select
"Delete".
All access permissions of controller are based on controller time. User has to check and adjust
the time of controller before use it. In order to ensure the time is correct, please check the
controller time every half year. Note: Please make sure the time of operation system is correct.
Controller Property
Name
Max. Length of name is 100 characters. For convenience of future management, please assign
different names to different controllers.
Model
Controller models will be displayed in software. User can find controller model in the user manual
delivered with product, or via "Detect Controller" or "Search Controller" in "Controller List" menu.
Communication Mode
Serial port controller can connect with PC via serial port interface or TCP/IP converter. This property
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can be changed according to connection mode for serial port controller, but not for network controller.
Connect Serial Port
Please check the serial port number when connect controller and PC by serial port interface. If user
does not know serial port number, please contact with installer and PC manager. The property is
unusable when multiple owners are selected.
Controller Address
When multiple controllers connect with a serial port bus (485 bus is frequently applied; 232 bus can
only connect with one device), the controllers can be distinguished by its IP address. When multiple
users are selected, this function can not be changed. Set this parameter as "0"for network controller.
When TCP/IP converter connects with computer, the 485 port of converter can connect with
multi-controllers. If serial port controller connects with computer which does not have 485 port, a
232/485 converter should be adopted.
Instruction for Controller Toolbar Button
When user hangs the mouse on button, the button function will be shown.
Read all controller information from database again, and refresh controller list.
Cancel Operation
Letter Sequence
Save
Save all changed information. If there is no information changed, the button will be unusable.
Controller memory is limited. When memory is full, prior records will be covered by new records.
To avoid record loss, please upload the records in time. The frequency of uploading can be
roughly calculated by dividing total capacity of the controller by the number of records produced
in each day.
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To open the Card Record Upload view, click main menu "Setup" ->"Card Record Upload" or "Card
Record Upload" of View Switch Panel as below:
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Controller
The controller on which event occurs.
Door
The door on which event occurs
Reader
The reader on which event occurs
Read all controller data from database again, refresh the controller list.
Cancel Operation
4.9.6 Card
User should add card number into the system before appointing card to card-holders. User can also
manually add card number into "Employee Setup" if card-holder knows the card number.
To open Card view, click main menu "Management->"Card" or "Card" in View Switch Panel, as in the
following picture:
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All added cards can be displayed in Card List. The card list may cover several pages. User can view
cards by using "Page Tools".
Before delete card, report lost card or recover lost card, please select one or more than one cards in
the list. For details, please refer to Select Method(See 6.2).
Controller Property
Card Number
Card recognition code. Card number can be for IC card, ID card, finger print, facial recognition and DNA
recognition. The content of information depends on the types of reader applied.
Card Holder
Display card holder name. To appoint card holder name, please go to "Employee" setup view.
State
State of Card distribution and lost card.
Time of Adding Card-Running Number
The time when card is added in the software. Running number is based at millisecond and is mainly
used to ensure the order of adding card.
Press "Card Adding Time-SN" and add card by presenting card. If the cards are saved in the same
sequence as added, the card order displayed will be in the same sequence as saved. By clicking
different column titles, the sequence of displayed cards will be changed accordingly. User can find the
same function in "Employee" ->"Select non-distributed card".
Cancel Operation
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Page Tools
Page tools are used to change/display current page and set the number of items displayed on one page.
Please go to Page tool Instruction(See 6.1) for more details.
4.9.7 Department
Attendance managent is based on department. Employee's attendance can not be managed if the
employee is not assigned to any department. First name the departments needed, then assign the
employees to the department in "Employee Setup".
To open "Department View", click main menu "Management" ->"Department" or " Department" in View
Switch Panel, as in following picture:
Add Department
1. Right click department list 2. Select "Add Department" 3. Change the property of new department. 4.
Click "Save" in property window.
Modify Department
1. Left click department name in department list to select (several departments can not be modified at
the same time). 2. Change property of the new department. 3. Click "Save" in property window.
Delete Department
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1. Left click department name in department list to select (several departments can be selected for
deleting at the same time. Please refer to "Select Method"(See 6.2) for more details)2. Right click
selected department. 3. Select "Delete Department"
Department Parameter
Name
Name should be no more than 100bits and the same name can not be used in different departments.
No modification can be made when more than one deparment is selected.
Introduction to Department Toolbar
Hang the mouse on a button To view its function.
Read all department data from database again, refresh the department list.
Cancel Operation
Order by Classification
Order by Alphabet
Save
To save all changes. The button will be unusable if no property change is made.
4.9.8 Employee
Employee is the card-holder which can enter/exit the door. In order to record employee in/out
information, user has to appoint a card to the employee and add this employee to the system.
To open Employee view, click main menu "Management"->"Employee" or click "Employee" in View
Switch Panel. As in the following picture.
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The Employee List may cover several pages. User can view employee list by using "Page Tools".
Add Employee
1. Right-click Employee List. 2. Select "Add Employee". 3. Change new employee property window at
the right side. 4. Click "Save".
Change Employee
1. Select employee via left-clicking Employee List (User can select multiple employees, for detail,
please refer to Select Method(See 6.2) 2. Change employee property in property window at the right
side. 3. Click "Save".
Delete Employee
1. Select employee via left-clicking Employee List (User can select multiple employees, for detail,
please refer to Select Method(See 6.2) 2. Right-click employee. 3. Select "Delete Employee".
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Excel files may have different formats. The software should be informed about the format information.
Following information is needed for this purpose.
Sheet Name: An Excel file can have multiple sheets. Input the sheet name where the employee located.
The sheet name is case-insensitive.
Import the Start row and End row: Input the Start row and End row according to the employee list.
Note: Usually, the first row is column information.
Column for Employee Name, Column for XX: The column where the employee's name located.
Other employee properties are indicated in different columns named as column XX.
Add Non-exist Department: When the department in the employee list does not exist, if the value is
"Yes", the department will be added automatically; if the value is "No", the employee will not belong to
any department.
Card Number Format: The card number format of the employee list selected, which is not applicable
when card number column is not needed. A card number may have different formats. Take card number
1715004 as example, the algorism is 1715004, hex (high byte in the front) is 1A2B3C and hex (low byte
in the front) is 3C2B1A.
Gender: Selected employee can be Male / Female.
Birthday Format: Appointed employee birthday can be shown by YYYY-MM-DD.
Employee Property
Name
Name is max. 100 characters. Different employees may have the same name, but the employee code
in software can not be the same. If two employees have the same name, there are two solutions: 1).
Add suffix for the name, such as Jack 1, Jack 2. 2) Input different codes for employees in property.
Code
Code is frequently used as a code for employee. The code is max. 20 characters. Different employee
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names will have different codes. This property may not be appointed.
Department
Department of the selected employee. This property may not be appointed.
Gender
Gender of the selected employee This property may not be appointed.
Telephone No.
Telephone No. of the selected employee. The number is max. 20 characters. This property may not be
appointed.
Family Address
Family Address of the selected employee. The address is max. 200 characters. This property may not
be appointed.
Remark
User can input other information of employee. It is max. 200 characters.
Card Number
Card number of selected employee. It can be 8 digits, with 16777214 as the max. Number (hex is
FFFFFE, 3 bytes, 24 bits). If the card number is displayed in decimal system, the "0" in front of the card
number will be ignored.
Card recognition code. Card number can be for IC card, ID card, finger print, facial recognition and DNA
recognition. The content of information depends on the types of reader applied.
User can input card number; or click the button at the right side and select the card in "Select
Non-distributed Card". The card numbers displayed is the ones added in Card(See 4.9.6) view.If it is ID
card, there are two types of card numbers : 0010869932 165,56492. Input the first type and ignore the
"0" in front (10869932).
Password
The open-door password should be either 6-digit or empty. When "Yes" is selected for "Limited Date",
the password will be unusable.
After the password is set, the controller still needs to detect employee access group and
authentification mode of reader in controlled time, through which to decide whether the door should be
opened.
Employee Photo
Select employee photo file.
Right-click photo area and following order will be displayed:
1. Import Photo
Function: Select employee photo in the selection box.
Note: The size of employee photo should be 128X96; otherwise, it will be deformed. In order to wipe off
flicker, software will assume the photo is of opaque background. As a result, the photo may not be
displayed properly in case photo background is transparent. Hence, it is recommended to add
background in photo edit software.
2. Clear Photo
Function: Delete employee photo
Additional Information
To change employee additional information. Value is do not over than 50 characters.
Some users think that the properties is not enough, now four additional information items are added.
The name and value can be changed in Options(See 4.7.7).
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List filter
The added employees will be displayed in employee list window. Since the number of employees is too
much, user can filter unnecessary employees.
Cancel Operation
Letter Sequence
Save
Save all changed information. If there is no information changed, the button will be unusable.
To open Attendance Rule view, click main menu "Management"-> "Attendance Rule" or click
"Attendance Rule" in View Switch Panel. As in the followings picture:
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Working day means employee is arranged shift, in the day while it is not official holiday ?Rest
day means employee has not shift,in this day while it is not official holiday(usually, rest time
we mean is weekend, but some industry has exception so system make difference between rest
day and working day by shift situation)?offcial holiday means "setup" interface "official holiday"
official holiday view?no connection to employee information or shift in this day.
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Work day and rest day is decided by employee, for example, such as certain day is not official
holiday, employee A have shift in this day, for employee A, this day is working day. If employee B
has no shift in this day, this day is rest day for employee B.
Letter Sequence
Save
Save all changed information. If there is no information changed, the button will be unusable.
To open Day Schedule view, click main menu "Management"-> "Day Schedule" or click "Day Schedule"
in View Switch Panel. As in the following picture.
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Above picture displays the property of shift system day schedule. Following picture is the property of
day schedule by time:
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to change certain parameter at the same time.). 2. Change Day Schedule property in property window
at the right side. 4. Click "Save".
Only user set statistics overtime for working day in Attendance Rule, system will statistics actual
overtime, otherwise the property is neglected.
Working time is over than the shift length of duty on, it is overtime.
Normally, employee may go to work in advance or late, there will be extra working time. The time will
not be considered as overtime, the property will appoint add into overtime or not.
The length of duty on for shift is over than the limited time, it is overtime
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When time of overtime is considered for shift, the property can appoint a limit time. Unit is Minute.
Actually, employee may duty on in advance or delay to work, there will be extra duty on time (the length
of duty on over than limited time for shift). When the time over late than or the same with appointed time
in the property, also it is do not considered as absenteeism, the extra duty on time will be considered as
overtime.
The Number of Shift
The property appointed how many time segments in one day.
Duty on Time for Shift N
User appoints working time for the N shift. It is not later than duty off time for the shift and not earlier
than duty off time for last shift.
Duty off Time for Shift N
User appoints duty off time for the N shift. It is not earlier than the duty on time for the shift and not later
than duty on time for next shift. When complex attendance is adopted, the duty off time for last shift can
be set later than 23:59 (certain time of next day).
Enable the Latest Duty on Time
The property can indicate latest time for duty on or not. When the time is usable, employee must go to
work within or earlier the time. Otherwise, it is considered as late, exceptional late arrival, even
absenteeism, please go to "Attendance Rule" view.
The Latest Duty on Time
The property is used in appointed latest duty on time.
Start Minimum length of duty on
When start minimum length of duty on, employee working time must satisfy appointed minimum length
of duty on (cross-day time will be considered the first day duty on time), otherwise, it is absenteeism.
Minimum length of duty on
The property is used in appoint minimum length of duty on.
Instruction for Day Schedule Toolbar Button
When user hangs the mouse on button, the button function will be shown.
Read all Day Schedules from database again and refresh Day Schedule list.
Cancel Operation
Letter Sequence
Save
Save all changed information. If there is no information changed, the button will be unusable.
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4.9.11 Shift
User can arrange shift for employee in shift view to appoint the day schedule and rest day.
User can set the day schedule for each day by simple shift mode, if the shift situation is complex, user
can use "Batch Scheduled Shift" to make shift in a period.
To open Shift view, click "Management"->"Shift" or click "shift" in View Switch Panel, as in the following
picture:
Shift mode including ordinary scheduled shift and batch scheduled shift, user can check the current
mode in "shift mode" property, and the above picture is ordinary scheduled shift.
Under Ordinary Shift, Scheduled Work can be changed in the following steps:
1. Select employee in employee list. Multiple employees can be selected at the same time and their
shifts can also be changed at one time.
2. The Day Schedule selected in scheduled work property window is the Scheduled Work.
3. Left-click a day in calendar to set its Scheduled Work (Right-click a day to delete its Scheduled Work)
as in the following picture:
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Following picture is Batch Schedule Shift. Batch Schedule Shift differs from Ordinary Schedule in the
following three aspects:
1. Right-click the menu, Batch Schedule Shift is in gray while Ordinary Shift can be selected.
2. Parameters in Scheduled Work property are editable. There are four basics parameters: Schedule
Type, Start Date, End Date, and Shift Period.
3. Only 1st March 2010 can be edited in this calendar. There are three reasons:
a. The Schedule Type is "By Day".
b. If Schedule cycle is 1, once one day is scheduled, rest days of the month will be scheduled
automatically.
c. Since the start time of the schedule is 2010-3-1 and Shift Cycle is 1, the software will schedule the
first day (2010-03-01) while all other days will be scheduled automatically.
Start and end date decides date range for shift; period unit decides shift by month or day; After
selecting by month or day, other shift day will display automatically. Although work day and rest
day are arranged shift, official holiday is priority. Only it can be arranged shift within starting time
and end time, if batch schedule shift be used.
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Starting Date
"Batch Scheduled Shift ", Starting date and end date decide to the "shift period " for employee. More
details, please refer to Shift Period.
End date
Please refer to the content of starting date.
Shift Period
Under batch scheduled shift, "shift period " and "period unit " will provide several days selection, user
can only arrange shift during these days (start from start date), then save the operation, system will
repeat the shift till the end day.
For example: User arrange shift for employee who have the same shift during 2011 (work from Monday
to Friday and Saturday and Sunday is weekend), the steps: 1, select ""batch schedule shift" "by right
clicking employee list (ignore this step if it was) 2, select those employee in employee list 3, set the start
date as "1th, January, 2011" and end date as "31th, December, 2011", shift period as "7" and unit as
"day" 4, selecting those employee in day schedule list, and set them follow the day schedule in 3th (1th,
2th are weekend), May by left clicking that square, finish the shift from Monday to Friday by repeating
this operation. 5, click "save "button to save the operations. to switch window to simple shift mode, user
will find the whole year shift finished already, and used the same shift regulation
Period Unit
Period unit " including day and month, for example, if set the period as N day(s), the unit is day and it
means repeat the shift by N day. While set the period as N month(s), it will be little special for different
days in different months, for example: User arrange shift by 1 month in 2011. Firstly, please set shift for
everyday in January. After finish it, copy shift from January 1st to January 31st to other months (1st to
31st). f the month without 29th, 30th or 31th, system will ignore it.
Employee will be listed in the page of employee list window, when there are number of employees, user
can delete some of them by clicking this button.
cancel operation
Cancel the current operations, this button is invalid when there is no operation
Page Tools
Page tools are used to change and display current page and setup page display number. Please go to
"Page tool instruction (See 6.1)" for more details.
Read all employee and Day Schedule information from database again, and refresh Employee List and
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Cancel Operation
Letter Sequence
Save
Save all changed information. If there is no information changed, the button will be unusable.
Official holiday view used for adding official holiday, any holiday added in this view will work to all
the employee.
To open Official Holiday view, click "Management"->"Official Holiday" or "Official Holiday" in View
Switch Panel. As in the following picture:
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Add Holiday
1. Right-click the Official Holidays List window. 2. Select "Add Holiday". 3. Change the holiday property
window at the right side. 4. Click "Save".
Change Holiday
1. Right-click Holiday List (after select multiple holidays, it can not be changed at the same time). 2.
Change holiday property in property window at the right side. 3. Click "Save".
Delete Holiday
1. Right-click the Holiday List (User can select multiple holidays, for details, please refer to "Select
Method"). 2. Right-click holiday. 3. Select "Delete Holiday".
Official Holidays Property
Name
Name is max.100 characters. Different departments name can not be the same. It can not be changed
at the same time. When multiple departments are selected.
Starting Date
Starting date for Official Holidays.
End Date
End date for Official Holidays.
Instruction
Instruction for Official Holidays.
Read all the Official Holidays information from database again, and refresh Official Holidays List.
Cancel Operation
Letter Sequence
Save
Save all changed information. If there is no information changed, the button will be unusable.
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To open Leave Register view, click main menu "Management"->"Leave Register" or click "Leave
Register" in View Switch Panel, as in the following picture:
Right-click "Register for Leave List". Select "Add Leave Record" or "Change Leave Record" (Leave
Record must be selected firstly). As in the following dialog box (, There are three modes according to
Leave Type):
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Instruction on Toolbar Buttons for Employee and Register for Leave List
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When user hangs the mouse on button, the button function will be shown.
Read all employee and Register for Leave information from database again and refresh Employee and
Register for Leave List.
Cancel Operation
To open Overtime Register view, click main menu "Management"-> "Overtime Register" or click
"Overtime Register" in View Switch Panel, as in the following picture:
Right-click "Overtime Record List". Select "Add Overtime Record" or "Change Overtime Record"
(Overtime Record must be selected firstly). As in the following picture:
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Overtime Record
Employ Number
It is a code for each employee with max.20 characters. Different employees have different numbers.
Numbers will be created when employees added and the parameter can be edited. The employee
number can be changed by changing employee information.
Employee Name
Employee Name and Employee Number are used for employee identification.
Overtime Date
The date for overtime
Start time
The start time for overtime.
End Time
The end time for overtime.
Overtime Time
The parameter can not be edited and will be created automatically according to Start Time and End
Time.
Signature Person
The person who edits the leave record.
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Remark
Instruction for Overtime Record.
Instruction on Toolbar Buttons for Employee and Register for Overtime List
When user hangs the mouse on button, the button function will be shown.
Read all employee and Register for Overtime List information from database again and refresh
Employee and Register for Overtime List.
Cancel Operation
To open Add Missed Card Record view, click main menu "Management"->"Add Missed Card Record" or
click "Add Missed Card Record" in View Switch Panel, as in the following picture:
Right-click "Add Missed Card Record List". Select "Add Missed Card Record List" or "Change Missed Card
Record" ("Add Missed Card Record" must be selected firstly). Following dialog box will be shown.
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Instruction on Toolbar Buttons for Employee and Add Missed Card List
When user hangs the mouse on button, the button function will be shown.
The added employees will be displayed in employee list window. Since the number of employees is too
much, user can filter unnecessary employees.
Cancel Operation
To open Attendance Count view, click main menu "Management" -> "Attendance Count" or click
"Attendance Count" in View Switch Panel, the interface as following:
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Attendance Count
1. Select department sub item of department list (several department can be selected for counting at the
same time. Please refer to "Select Method"(See 6.2)for more details) 2. Right click selected holiday. 3.
Select "Attendance Count"
Read all the department date from database again, refresh official holiday list.
Cancel Operation
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To open Controller Information query, Click main menu "Query"->"Controller Information" or click
"Controller Information" in View Switch Panel, as in the following picture:
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Letter Sequence
Cancel Operation
Fuzzy Query
For query by characters, Fuzzy Query can be applied. For example: Fuzzy Query with "Jackson" as the
first name, all employees named with "Jackson" (in first/given/middle name) will be selected; while
Query with. "Jackson" as the first name, only employees with first name "Jackson" will be selected
Export as Excel
Page Tools
Page tools are used to change and display current page and setup page display number. Please go to
"Page tool Instructions"(See 6.1) to acquire more detailed information.
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To open Employee Information View, click main menu "Query" ->"Employee Information" or click
"Employee Information" in View Switch Panel.
Since query view and query operation are similar, please refer to Controller Information(See 4.10.1) for
more details.
Query Condition
When there are more than one query conditions, only the information which fulfills all the conditions will
be displayed. If query condition is empty or "for all xx", the query condition will not be considered
Name
Name of the card-holder.
Card Number
Card number of the card-holder.
Department
Department where the employee is in. Single or all departments can be selected.
Gender
(See 4.10.6) Employee gender
Range of Age
Range of age to be queried. To query employees of all age, set the range from 0 to max. age.Additional
information:
(See 4.10.6) User can query by additional information.
To open Card Information query, click main menu "Query" ->"Card Information" or click "Card
Information" in View Switch Panel.
Since query view and query operation are similar, please refer to "Controller Information"(See
4.10.1)for more details.
Query Condition
When there are more than one query conditions, only the information which fulfills all the conditions will
be displayed. If query condition is empty or "for all xx", the query condition will not be considered
Card Number
Card number of the card-holder
Name
Name of the card-holder
Status
There are several selections: All Status, Assigned, Not-Assigned and Lost Card.
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To open Attendance Result Detail query, click main menu "Query" ->"Attendance Result Detail" or click
"Attendance Result Detail" in View Switch Panel.
Since query view and query operation are similar, please refer to "Controller Information"(See 4.10.1)
for more details.
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To open Attendance Result Statistics query, click main menu "Query" ->"Attendance Result Statistics"
or click "Attendance Result Statistics" in View Switch Panel.
Since query view and query operation are similar, please refer to "Controller Information"(See 4.10.1)
for more details.
To open Leave Register query, click main menu "Query" ->"Leave Register" or click "Leave Register" in
View Switch Panel .
Since all the query views and query operations are similar, please refer to "Controller Information(See
4.10.1)" for more details.
Query condition
When there are more than one query conditions, only the information which fulfills all the conditions will
be displayed. If query condition is empty or "for all xx", the query condition will not be considered.
Card Number
Card number of the card-holder
Name
Name of the card-holder
Department
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To open Overtime Register query, click main menu "Query" ->"Overtime Register" or click "Overtime
Register" in View Switch Panel .
Since all the query views and query operations are similar, please refer to "Controller Information(See
4.10.1)" for more details.
Query condition
When there are more than one query conditions, only the information which fulfills all the conditions will
be displayed. If query condition is empty or "for all xx", the query condition will not be considered.
Card Number
Card number of the card-holder
Name
Name of the card-holder
Department
All employees in the department will be displayed.
Start Date
Only query total overtime after start date
End Date
Only query total overtime before end date
To open Add Missed Card Record query, click main menu "Query" ->"Add Missed Card Record" or click
"Add Missed Card Record" in View Switch Panel .
Since all the query views and query operations are similar, please refer to "Controller Information(See
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Query condition
When there are more than one query conditions, only the information which fulfills all the conditions will
be displayed. If query condition is empty or "for all xx", the query condition will not be considered.
Card Number
Card number of the card-holder
Name
Name of the card-holder
Department
All employees in the department will be displayed.
Start Date
Only query missed card record after start date.
End Date
Only query missed card record before end date
To open Card Record query, click main menu "Query" ->"Card Record" or click "Card Record" in View
Switch Panel .
Since all the query views and query operations are similar, please refer to "Controller Information(See
4.10.1)" for more details.
Query condition
When there are more than one query conditions, only the information which fulfills all the conditions will
be displayed. If query condition is empty or "for all xx", the query condition will not be considered.
Card Number
Card number of the card-holder
Name
Name of the card-holder
Department
All employees in the department will be displayed.
Reader
Query by the using reader when present the card; user can select all the readers or single reader.
Event Type
the selectable condition including all type, valid card and invalid card
Starting Time
only query the card record after start time
End Time
only query the card record before end time
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To open System Log query, click main menu "Query" ->"System Log" or click "System Log" in View
Switch Panel.
Since all query views and query operations are similar, please refer to "Controller Information"(See
4.10.1) for more details.
Query condition
When there are more than one query conditions, only the information which fulfills all the conditions will
be displayed. If query condition is empty or "for all xx", the query condition will not be considered
Employee
The name of operator
Start Time
Only query card records after the start time.
End Time
Only query card records before the end time.
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Quick Start
Quick start introduces basic functions of the software by demonstrations and examples, which is
applied for user's quick learning.
FAQ
User can refer to FAQ for frequently asked questions.
About
Information on Version, copyright, and List and version of Subsystems Installed.
5. FAQ
Why the software can not link with database after installation?
Answer: Possible reasons are
1. System operator can not write in the installation directory.
Solution: Change the directory authority or install the software in directories where user can write in.
2. Database problem. The software adopts MDAC2.8 of Microsoft. This problem happens when
database installed is incomplete (this frequently occurs for pirate software), prohibited by firewall and
damaged by virus or anti-virus software,
Solution: Turn off the firewall or re-install the software after clearing virus. If the problem still exists,
please try it again after re-install the operation system.
Why some Menus, Toolbar Buttons, Setup Interfaces, Views and Properties can not be found.
Answer: Software has Expert Mode and Non-expert Mode. Under Non-expert Mode, many functions
will be hidden. Please click main menu "Platform" ->"Expert Mode".
Why some Menus, Toolbar Buttons, Setup Interfaces, Views and Properties are unusable?
Answer: Possible reasons are:
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1, User has no permission to use this function. 2, The order is not applicable in this case. 3, The
selected component can not be deleted or changed. 4, When several components are selected at the
same time, some orders can not be applied.
What can be done when some windows are hidden or layout is completely changed?
Answer: The easiest way is to click main menu "View" ->"Restore View Layout". For hidden window,
user can open the window again by clicking corresponding order in "View".
6. Addenda
First Page
Prepage
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Next Page
Last Page
Input the number in input frame which user want to go, click the tool to convert to that page.
Pop out a dialog box, to set the numbers of line for each page.
Multiple Select
1, Add an Item
Press "Ctrl" and left-click an item to add.
3, Select Range
Firstly, select an item; then Press "Shift" and left-click another item. All items between the two items will
be selected.
Note: Frame selection is not supported. Cursor works with "Ctrl" or "Shift" for selecting multiple items.
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