Help Center -> QUICK GUIDE -> Basic Operation Flow

## Basic Operation Flow

The following are the basic steps to use the system, based on the role of a super user. Different users have different operation levels, so the steps may slightly differ. The user just needs to follow the steps below and skip the items which is not displayed on your interface.
Step 1: Log in to the system to modify the default password of the account;
Step 2: Assign accounts and roles to system users (such as company management personnel, registrar, access control administrator, attendance statistic);
Step 3: Set system parameters, database, notice, reminder and other frequently used system information;
Step 4: The user sets departmental organization chart refer to the organizational chart of your company;
Step 5: Input company personnel and conduct daily maintenance of the personnel;
Step 6: Set the area structure of the company, and add devices to the system (access control panel, attendance device), and configure the basic information of devices;
Step 7: Set access control time zones and access control holidays (as access control exceptions);
Step 8: Set parameters for access controlled doors;
Step 9: Set access levels to establish access control based on doors group and time zones;
Step 10: Set the access levels of personnel by assigning personnel to access levels to decide which people can open which doors during which time zones.
Step 7: Set attendance parameters by using system default settings or modified settings as required;
Step 8: Set attendance timetables, meaning setting time period to be used for attendance management and configuring parameters;
Step 9: Set frequently used shifts of the attendance system, meaning cycled combinations of attendance timetables;
Step 10: Conduct scheduling for the personnel to set which shifts apply to which people. For scheduled personnel, for temporary change, temporary shifts can be used;
Step 11: Attendance maintenance. During daily attendance management, due to exceptions, it is required to set exception, append log, holiday, and rescheduled;
Step 12: After the attendance cycle, output the report base on the attendance statistics.
Step 7: Set access control time zones and access control holidays (as access control exceptions);
Step 8: Set parameters for access controlled doors;
Step 9: Set access levels to establish access control based on doors group and time zones;
Step 10: Set the access levels of personnel by assigning personnel to access levels to decide which people can open which doors during which time zones.
Step 11: Set attendance parameters by using system default settings or modified settings as required;
Step 12: Set attendance timetables, meaning setting time period to be used for attendance management and configuring parameters;
Step 13: Set frequently used shifts of the attendance system, meaning cycled combinations of attendance timetables;
Step 14: Conduct scheduling for the personnel to set which shifts apply to which people. For scheduled personnel, for temporary change, temporary shifts can be used;
Step 15: Attendance maintenance. During daily attendance management, due to exceptions, it is required to set exception, append log, holiday, and rescheduled;
Step 16: After the attendance cycle, output the report base on the attendance statistics.
Steps 7-10 are access control settings, and steps 11-16 are attendance settings. You can also set attendance first and then access control.