Configure an Operating Procedure

This procedure is part of the workflow for configuring an operating procedure with access control.

You can skip this procedure if you want to add access control to an existing operating procedure.

 

Create a New Operating Procedure

Skip this section if you want to check or modify an existing operating procedure.

  1. Select Project > System Settings > Operating Procedures or a [subfolder] under it.
  1. Click New , and select New Operating Procedure Template.
  • In the New Object dialog box, enter a name and description.
  1. Click OK.
  • The new operating procedure is added to System Browser. It is enabled by default.

 

Define the Filters of the Operating Procedure

The filters define what events and situations will cause this operating procedure to start. For more information, search for: Filters of an Operating Procedure.

  1. Select Project > System Settings > Operating Procedures > […] > [operating procedure].
  1. Open the Filters expander.
  1. In the Events expander, enter what types of events will trigger this operating procedure. For details, search for: Events Conditions Reference. For procedures with an access control step, you should typically specify events that provide cardholder information, such as those pertaining to door readers.
    NOTE: If you do not enter anything in the Events expander, the procedure will be triggered for any event.
  1. In the Time and Organization Mode expander, enter the times and situations that will trigger this operating procedure. For example, only if it is a weekday, and the building is occupied. For details, search for: Time and Organization Mode Conditions Reference.
    NOTE: If you do not enter anything here, the procedure will always be triggered for the alarms you specified in the Events expander.
  • The operating procedure will be triggered when the conditions specified in the Events AND Time and Organization Mode expanders are both true.
  1. Click Save .

 

Define the General Settings of the Operating Procedure

  1. Select Project > System Settings > Operating Procedures > […] > [operating procedure].
  1. Open the General Settings expander.
  • Here you can review or configure some parameters that determine the general behavior of the operating procedure. For details, search for: General Settings of an Operating Procedure.
  1. Priority (0 highest) over other procedures that may be active at the same time.
  1. Steps Execution Type: Sets whether the mandatory procedure steps must be executed in order (Sequential) or can be executed in any order (Free).
  1. On new occurrence. Sets what happens if the event that triggered this procedure re-occurs, within the minimum delay specified in If it happens after, and before the current event handling is completed:
  • Link existing procedure: The current procedure continues. Any steps already executed are not repeated.
  • Link existing procedure and reset steps: The current procedure starts again from the beginning.
  • Create a new procedure: A separate procedure is started to handle the recurrence. The operator must complete the current procedure to finish handling the first event, and then complete the procedure again from the beginning for the second event.
  1. Force manual close (Yes/No): Set Yes to avoid any automatic event closing when the procedure is complete.
  1. Keep primary event (Yes/No): Set Yes to prevent the first event from being closed if subsequent reoccurrences of the same event are still open.
  1. Notes: Free field for your comments or remarks.
  1. Click Save .