Qualifications

Overview

Integriti User Qualifications allow you to grant or deny door access based on an expiring date or a credit balance. Qualifications are typically used for:

• Expiring certifications — e.g. a forklift licence that expires after 365 days.
• Pre-paid access — e.g. an underground car park where users purchase a set number of entries.
• Compliance requirements — ensuring users have current, valid credentials before accessing secure areas.

Qualifications work by tying a Custom Field on the User record to a door permission’s When condition. If a user lacks a valid qualification, they are denied access to that door regardless of their other permissions.

Two types are supported:

Type	Description	Example
Expiring	Access expires after a defined number of days from an issue date.	Forklift licence valid for 1 year.
Credit	Access is limited to a number of entries; each use deducts 1.	50-entry pre-paid car park pass.

Both types support Warning Actions and Expiry Actions — automated Task Actions triggered when thresholds are reached.

Document version: Based on Controller firmware V18 and Software V18.

Prerequisites

• Integriti System Designer with installer-level access.
• Controller firmware V18 or later.
• Understanding of Task Actions (for Warning/Expiry actions).
• Users must already exist in the system.

Step-by-Step

Create a Custom Field

1. In Integriti System Designer, click the Custom Fields tab.
2. Click Add New. The Custom Field editor opens.
3. Give the Custom Field a name (e.g. “Forklift Licence Expiry” or “Car Park Credits”).
4. Set Item Type to User.
5. Optionally change the Category Name (default: “Custom Fields”) to group related fields logically.
6. Set the Field Type:
   • Date — for Expiring qualifications.
   • Decimal — for Credit qualifications.
7. Optionally set Mandatory and Default Value.
8. Save and close.

Create a Qualification

1. Click the Qualifications tab (under Access Control or Administration).
2. Click Add New. The Qualification editor opens.
3. Give the qualification a name (e.g. “Forklift Licence”).
4. Set Qualification Type to Expiring or Credit.
5. Click the ellipsis (…) next to Associated Field and select the Custom Field created earlier.

Configure Triggers (Credit Qualifications Only)

6. Under Triggers, click Add to create a new trigger filter.
7. Leave Enabled ticked.
8. Enter the amount to deduct (use a negative value to add credits instead).
9. Click Add to insert a filter row in the top-level group.
10. Configure the filter:
    • Set the first drop-down to Category.
    • Set the second to Any Of.
    • Set the multi-item selector to User Granted In.
    • Click OK.
11. To restrict the filter to specific doors:
    • Change the top-level group operator from Or to And.
    • Add a second filter row.
    • Set the first drop-down to 1st Entity, second to Any Of.
    • Set the multi-item selector to the target door(s).
    • Click OK.

Configure Warning and Expiry Actions

12. Warning Action: Configure actions to execute when the Warning Value/Time threshold is reached.

    • Only one warning is generated per user per threshold crossing.
    • Example: Send an email notifying the user that their licence is about to expire.

13. Expiry Action: Configure actions to execute when the Expiry Value/Time threshold is reached.

    • Only triggers once per user when the threshold is crossed.

14. Refer to the Integriti System Configuration Handbook (Appendix F) for available Action Types.

15. Save and close.

Assign a Qualification to a User

1. Edit the User or Permission Group.
2. Under Permissions, click Add Permission.
3. Select the Door(s) or Door List(s) and click OK.
4. Click the ellipsis (…) in the When parameter box for the new permission.
5. Select the qualification from the list and click OK.
6. Save and close.

Populate the Custom Field Value

7. Edit the User again.
8. Under the Custom Fields category, set the qualification value:
   • For Expiring: set the Date field to the issue/licence date.
   • For Credit: set the Decimal field to the starting credit balance.
9. Save.

Verification

1. For Expiring: set a user’s custom date to 2 days in the future. Verify they can access the door. Advance the system date past the expiry. Verify they are denied.
2. For Credit: set a user’s credit to 5. Have them access the door 5 times — each entry should decrement the credit. On the 6th attempt, verify denial.
3. Check Integriti Review for qualification expiry/warning messages.
4. Verify Warning and Expiry Actions trigger at the correct thresholds.

Troubleshooting

Symptom	Resolution
User always denied despite valid qualification	Verify the Custom Field value is set correctly and the Door permission has the qualification in its When condition. Check that the user otherwise has access to the door.
Credit not decrementing	Check the trigger filter — ensure User Granted In is selected and the deduction amount is set correctly. Verify the trigger is Enabled.
Warning action not firing	The warning fires only once per user when the threshold is crossed. Reset the user’s custom field value to re-trigger it.
Expiry action fires unexpectedly	Check the Expiry Value/Time threshold — it may be set too high. Also verify the Custom Field date is correct.

Related Pages

• Access Levels and Schedules — Understanding the When permission condition.
• Integriti Comms Tasks Automation — Task Actions reference.
• Integriti System Configuration — System Configuration Handbook (Appendix F: Action Types).
• Global Anti-Passback — Another access-control enforcement mechanism.