Jump to:
- Post Order / Ordered Status
- Reprints of badges in 'Printed' status
- Approving existing New records
- Confirmation / Checking order status / Turnaround time
Create and Approve new badge records for printing
- Creating a brand new badge record
- In Record Manager -
- Click
button to begin creating new badge - Enter all badge holder information
- Click Save
- Click Approve
- Return to first step for multiple badges
- Click
to return to Record Manager when finished - The order is now ready to be sent to us via Post Order
Approving already-created 'New' records for printing
(Common in HR database-linked Veonics record groups)
-
- In Record Manager -
- Search for New badge record
- Select the ID hyperlink to open the badge record,
- If the record needs editing, select the Edit icon, make changes, then select the Save icon
- Upload photo if necessary via the Upload icon (browse for photo on user PC)
-
- Once edits are done - select Approve icon to place records in an Approved status.
- The order is now ready to be sent to us via Post Order
Re-approving and ordering 'Printed' record(s) for printing
Single record -
- In Record Manager -
- Search for Printed badge record
- If badge record need to be edited -
- Click the ID number hyperlink to open badge record
- Select the Edit icon,
- Make changes as needed,
- Replace photo (if necessary) by clicking on the Remove icon, then click the Upload icon (browse for photo on your PC).
- Click the ID number hyperlink to open badge record
-
- Click Save
- Click
to place record into Approved status. - Click to return to Record Manager
- Skip to: Post Order
Re-approving multiple records at one time -
- (Assuming all necessary edits have been made)
- In Record Manager - search for Printed records and select them via the checkbox
- Under Batch Action tab, click Reprint
- Badge records will change to Approved status
- Skip to: Post Order
Posting the order
- Sort by Approved records
- Select the checkbox for all badges being requested
- Click the
button - A window will pop up to confirm how many badges are being ordered, or it will warn if steps not done correctly.
- Click the
- After clicking OK - the selected 'Approved' records will then change to 'Ordered' status
- (The 'Ordered' status icon looks like this:
)
- (The 'Ordered' status icon looks like this:
- Next Steps:
- The Post Order notification will now be sent to eXpress badging's production queue.
- The Post Order notification will now be sent to eXpress badging's production queue.
-
- Badge ordering user will receive confirmation of Post Order at the same moment. Please keep this email available for reference later, if necessary.
- Turnaround time information:
- We will review badge order, and print all 'Ordered' records within 1-3 business days
- Once eXpress badging prints and processes the badge order, the 'Ordered' status will change to 'Printed'
- This means badges have shipped the same day or the next.
IMPORTANT:
***BADGES IN AN "ORDERED" STATUS WILL BE PRINTED.
***BADGES IN ANY STATUS OTHER THAN "ORDERED" WILL NOT BE PRINTED.