In portier Vision a key set always moves as one. On issue, every key on the set goes to the same key holder, and on return they all come back together. How to create a set and attach keys to it is covered in Key-Bunch Management.
In the Key Movements menu, choose Issue or press F5. The key movement window opens.
On the Person search tab, find the key holder, for example with Name -1- and Find person. Double-click the person in the results.
Switch to the Set search tab. Enter the Set number or Description and click Find set. The list shows only sets that are in stock.
Select the set. Vision shows the keys on it. Double-click that list. Every key on the set now appears under Key to issue.
Post the issue with the Post button.
The main window is quicker. Under Management / Sets, right-click the set and start the issue from the context menu. Vision opens the issue with this set on the Set search tab. Then follow steps 2, 4 and 5. If the set is already issued, Vision reports "This set is already issued."
Three ways lead to the return. Each one brings back the whole set.
From the main window. Under Management / Sets, right-click the set and start the return from the context menu. Vision opens the key movement window with the key holder and every key on the set under Key for return. If the set is not issued, Vision reports "This set is not issued."
With F6. Press F6, or choose Return in the Key Movements menu. On the Issued keys tab, enter the Set number, leave Key no. empty and click Find key. Double-clicking any key of the set takes over every key on the set and the key holder. You can also pick the person on the Person search tab and double-click a key of the set under Keys held by key holder.
From the Sets window. Open the set under Management / Sets with a double-click. On the Set holder tab, right-click the entry and choose Return set.
Check the list and post with Post. Returning part of a set is not possible. Remove item from list always removes every key of that set from the list.
The keys on a set are copies in Vision. After each movement, the set and its copies carry this status.
Status | after issue | after return |
|---|---|---|
Set | Issued | In stock |
Keys on the set | Issued | on key ring |
After the return, the keys stay attached to the set. Their status is therefore "on key ring", not "In stock". The set is complete and ready for its next issue. The status of the set is shown in the Status field of the Sets window. Every return is listed on the set's History tab.
After a return the set remains. It is in stock and is issued again as a whole next time.
If the set is no longer needed, dissolve it. There is no separate button for this. You detach the keys from the set one by one.
If the set is issued, return it first.
Open the set under Management / Sets with a double-click and click Edit.
On the Copies in set tab, select a key and click Detach key from set. Confirm the prompt "Detach key from set?". The key then has the status "In stock" and can be issued on its own.
Repeat step 3 for every key on the set, then click Save.
If needed, delete the empty set with Delete. While a key is still on the set, Vision reports "Cannot delete: the set is still linked."
As delivered, every role from Gate upwards may issue and return sets. Creating and editing sets, attaching or detaching keys and deleting sets needs Caretaker or higher. The full overview is in User roles and permissions in portier Vision.
Related articles: Key Return, Key Movements, Key-Bunch Management.
Does Vision still show a returned set as issued? Then please write to [email protected].
