A key transfer lets you move one or more keys from one person to another with a correct booking history and receipt generation.
A key transfer is technically a return from the previous key holder plus an issue to the new one, combined into a single step. This has two consequences: each key produces two entries in the history (a return and an issue), not a single transfer entry. And the issue to the new key holder runs the same checks as any regular issue.
How to proceed:
Start a key return with the person currently holding the keys.
Select all keys to transfer, or only the ones you want to reassign. In the return window you will see a Transfer button.
Click it.
In the search screen that appears, find the new key holder. Once selected, portier shows a confirmation screen.
You can still cancel the action using the white X on a red background on the right.
Click the save icon — as you would for key issuance — to complete the transfer. Confirm if prompted.
The receipt shows the transfer as a return from Person A to Person B.
Both persons receive the transaction on their record for the key.
In the database this transfer is recorded as a correct return from Person A
and as a new issuance to Person B.
When issuing to the new key holder, portier Vision checks each key for:
Competence level: The new key holder’s competence level must be at least that of the key.
Employment status: The new key holder’s end date must not be in the past, and the record must not be set to inactive.
Approval requirement: Keys that require approval need an approval before the transfer (see Approval Process for Key Issuance via E-Mail).
