Smart-Pass Management System v1.0.1 Operation Manual
Smart-Pass Management System v1.0.1 Operation Manual
1
Operation Manual
After the super administrator logs in the system correctly, the default working area of the
system is mainly composed of the following parts. The interface is mainly divided into three large
areas, including the top display area, the left main menu navigation area, and the right main
operation area. As shown below:
1 Main function menu area: including workbench, equipment management, personnel
management, attendance management, traffic management, configuration, system
2 Sub-function menu area: namely the sub-menu of each main function menu
1.3. Workbench
1) Statistics on the number of face brushes: the number of face brushes by employees,
visitors, and strangers on the day and their respective cumulative face brushes, the sum of
the number of face brushes on the day and the sum of the cumulative number of face
brushes.
2) Equipment statistics: the number of online devices and the number of offline devices
。
3) Real-time monitoring: You can wait for the system to update automatically after 20
seconds, or you can click to select all, employees, visitors, or strangers to view the
corresponding snapped photos. Click to view more to jump to the pass record interface.
4) Last time attendance: display the pie chart of the previous time attendance distribution
of all personnel, click to view more to jump to the attendance record interface.
Real-time monitoring: real-time monitoring module, there is an alarm switch, when real-time
monitoring of high-temperature personnel passing, the computer will sound an alarm.
2. system initialization
Site settings
⮚ Click [Configuration] [Site Management] in the system to enter the site management
interface.
⮚ On this page, you can change the basic information of the site, such as site name, site
directory, etc.
⮚ Click [Extended Configuration], you can modify other configurations of the site, such as pass
configuration, watermark configuration, file upload configuration, etc.
After logging in to the cloud system, the device list is shown below:
In the cloud system, you need to log in to the cloud on the device and then create a new one
in the system.The steps to log in to the cloud on the device are as follows:
[The cloud password on the device is a custom setting]
New device in the system: After logging in the device in the cloud, click the [New] button on
the system list to jump to the new device page, as shown in the figure below, fill in the basic
information of the device in step 1, and click the [Save] button to jump to the step 2
Step 2: After filling in the information, click [Connection Test], if the test is successful, click the
[Save] button to jump to step 3
Step 3: Set the callback information, set the correct identification callback server IP address
and port or domain name, so that the real-time record of face recognition can be normally
displayed in the real-time monitoring interface of the workbench. The server IP is the system
software computer IP, and the default port is 9000. The device only saves the identification record
for 10 days, and the identification record device before 10 days will be cleaned regularly.
Device IP, device serial number, device name, and access type are required items. Input
errors will affect the interaction between the system and the device.
With this function, employees can choose to authorize or deauthorize devices in batches. The
specific steps are as follows:
1、 After selecting the device, click the [Employee Batch Authorization] button,
Enter the start number and end number of the employee authorization, as well as the time
period allowed on the day, and then the employees in the number range can be authorized to the
selected device. Employees can pass through within the allowed time period of the day, otherwise,
it will prompt that the authority is insufficient.
After the device is deleted, the system will delete the device's pass records and authorization
records in the system.
Delete a single device:
Delete devices in batch: After selecting the devices, click the [Delete] button above to delete
After entering the device list, first we can see the device group on the left, which mainly
classifies devices.
Switch list: The device list is displayed in the form of a list by default. Click "Group" on the
left to switch the grouped device display.
Device List:The device list displays the collection of devices under all groups in the current
system.
The device list includes device serial number, device name, device IP, device online status,
access type and other information. Click the [Delete] button in the operation column to delete the
device.
3.2.2 Download staff
After selecting the online device, click the [Download Staff] button to download the staff
information on the device to the background system
After clicking, it will show that the operation is successful. After waiting for 1~3 minutes, you
can refresh and see the personnel information downloaded from the device in [Staff]-[Staff
Management].
Batch collection: After selecting an online device, click the [Record Collection] button to collect
all the traffic records on the selected device to the system.
Single collection: place the mouse on the [Pass Record] in the operation bar of each device
information, you can see the collection and view, and click Collect to collect all the pass records on
the device into the system.
Click [View] to jump to [Pass] [Pass Record] to view the device's pass record.
Same as the batch authorization of employees in cloud device management, please refer to
3.1.2 batch authorization of employees
Click [device key] to enter the device setting interface, the left side of the device setting
interface is the device list, you can select the device that needs to be set, and the right is the
device setting interface, including device details, network configuration, basic configuration,
identification mode, temperature measurement & Mask configuration, callback configuration and
device remote control.
Device details:Modify the device name, belonging group, device IP, and device access
type, upload the device logo, and modify the logo image in the lower left corner of the face
machine.
3.3.2 Network Configuration
Network Configuration: The device's LAN communication password can be modified. The
old password must be the same as the current password of the device. The default password of
the device is 12345678.Note: If you change the password on the device, you need to configure the
LAN communication password in the network configuration, which must be the same as that saved
on the device, otherwise communication will not be possible.
3.3.3 Basic configuration
Parameter Description
(1) Device name: set the [device name] on the device
(2)Recognition distance
● The device detects and recognizes faces within the recognition distance, and faces beyond
the recognition distance will not be detected.
● The default is 1, no distance limit, as long as the device detects a face (that is, a face frame
appears), it will recognize it.
● The recognition distance is not through distance sensing, but the size of the detected face
frame is calculated by a function, so the recognition distance is not accurate.
● Recognition distance 0: unlimited. Unlimited here means that as long as the face size meets
the detection requirements, the face will be recognized.
(3) Recognition score
● The process of the device's face recognition result is actually to compare the captured face
with the registered photo of the person in the library. If the comparison score reaches the
score threshold, the face identity is determined.
● The recognition score threshold is 65 by default, and an integer value of 60-100 is required.
The higher the score, the higher the recognition accuracy, but the recognition speed will be
slower.
● The device compares the same face multiple times. If the score threshold is not reached in the
first few times, the device will not give a recognition result, so the recognition time will be
longer and the device response will be slow
● If the score threshold is set to reach 85 points or more, there is a high probability that the
comparison between the captured face and the registered photo will not reach the score
threshold, and the device cannot give a recognition result, that is, "not recognized".
(4) Recognition interval (seconds)
● After the recognition is successful, the duration of the relay output switch signal, silent
1000ms. When connected to the access control, the performance is: the time interval from
opening to closing after successful identification. The incoming value requirement is
500-25500, the unit is ms.
● According to the use scene, select the time interval between opening and closing the door.
(7) Multi-face recognition
● After the device successfully recognizes the person, it will not broadcast by default
● Do not broadcast voice
● Broadcast name
● customize
■ To broadcast custom content, only the {name} field is allowed, and the format of the
{name} field is fixed. Other content only allows numbers, English and Chinese characters,
and no symbols. The length is limited to 255 characters. Such as: {name} welcome.
■ Uncommon characters, capital Chinese characters, languages other than English cannot
be broadcast, but simple English words can be broadcast.
● Uncommon characters, capital Chinese characters, languages other than English cannot be
broadcast, but simple English words can be broadcast.
(11) Recognize text mode, recognize text display mode and customize content
Recognition mode setting:Set the recognition mode of the face machine: single or
combined recognition modes such as face swiping, card swiping, card + face dual authentication,
and person-to-card comparison. Card swipe mode and card + face dual authentication cannot be
selected at the same time.
3.3.5 Temperature measurement & mask configuration
Temperature measurement parameter setting: Set whether to enable the body temperature
detection function and temperature measurement voice broadcast function of the face machine.
Mask parameter configuration: Set whether to enable the mask detection function and
mask voice broadcast function of the face machine (in the basic settings, the multi-face detection
needs to be set to detect the largest face).
3.3.6 Callback configuration
Identify callback settings:Set the correct IP address and port of the recognition callback
server to properly display the real-time record of face recognition in the real-time monitoring
interface of the workbench. The server IP is the system software computer IP, and the default port
is 9000.
Set time:Use the computer time to synchronize the device time. The device time in the
network must be the same as the computer time, otherwise it may cause errors in the statistics of
the people present.
Device reset:Clear all data in the device, including face data and related parameters.
Open the door remotely:Control the face machine to open the door through the computer.
4. Personnel management
The employee list is used to manage employee information, such as viewing, adding, editing,
and exporting employee information. Add employee information individually and batch Volume
adding operation; batch adding operation requires batch information import first, and then batch
portrait import.
Steps:
1)In [Employee List], click the "New" button to enter the employee add page;
2) Fill in the employee ID, name, gender, group, mobile phone number, ID number, date of
birth, etc., add a face recognition photo and click "Save" to complete the creation of the employee.
Instructions for uploading facial recognition photos :
Upload from local
Click "Upload from Local" to open the local folder and select the jpg and png face photos in
the folder
Remarks: portrait photo specifications
1. Please choose a frontal headless photo in the past three months with a clear head and
even light exposure;
2. The recommended size is 640 px * 480 px, and the size does not exceed 500kb. Only jpg
and png file formats are supported;
3. Faces need to account for more than 1/3 of the photo to avoid blurry photos, wearing
sunglasses, excessive beauty, and rotation of the avatar;
Operation steps:
In [Employee List], click the "Batch Import-Employee Information" button to enter the bulk
information import pop-up window
1) The first step is to click "Download Template" to download the excel template file to the
computer, the file name is "Personnel_import_template.xls",Then fill in employee information in
batches;
Note: The format for entry date and birthday is such as: 2019/6/6, 2019/12/21
2)In the second step, click "Upload Excel file", select the excel file that has filled in the
employee information, and upload the file.Shows the status of successful upload, and displays the
file name;
3) The third step is to click "Start Import". After the import is completed, it will prompt
"Successfully import personnel information in batches"; after the import is completed, return to
[Personnel List] to view the imported personnel information.
Operation steps: In [Employee List], click the "Batch Import-Photo Information" button to
enter the batch import portrait pop-up window
In the first step, click "Select File Compressed Package" to open the window for selecting a
folder and select the file to upload;
The second step, click "Start Import"。
Description of portrait import rules:
⚫ [Portrait file naming] The name of the portrait file needs to correspond to the personnel ID,
and the corresponding portrait information can be viewed in the personnel list after the upload is
successful;
⚫ [Format size limit] Only two file formats, jpg and png, are supported, and the file size of
each portrait must not exceed 500k. Files that do not meet the requirements will be Not imported
⚫ [Portrait Limitation] The face needs to occupy more than 1/3 of the photo. Please choose
a frontal photo without a hat for the past three months. The portrait is clear and the light is evenly
received, so that the portrait cannot be used
Face recognition
⚫ [Select folder to upload] After satisfying the above conditions, put the named portrait photo
in the designated folder, and select the folder to import;
Description of portrait import failure
⚫ The file size of a picture does not meet the requirements, after modification, it can be
re-imported
Select the photo button on the right side of the [Employee Management] list, select the online
device in the Bullet frame, and click Process to take a photo on the device. After a few seconds,
refresh the page to display the employee photo.
4.1.5 Refresh employee information
Right-click in [Employee Management] and click the "Refresh" button to refresh all employee
information in the list to the latest state.
⚫ Employee details
In [Employee List], find the employee you want to view and click on the name to enter the
details page to view specific employee information.
⚫ Staff editor
On the details page, edit the content to be modified. You can modify the basic information and
photo information of the employee. After modifying the information, click Save.
4.1.7 Delete employees individually and in batches
⚫ Single delete
In [Employee List], after corresponding employee information, click the "Delete" button on the
right to delete the employee.
⚫batch deletion
In [Employee List], select the employee information to be deleted in batches, and click the
"Delete" button next to "New" to delete these employees in batches.
Note: When an employee is deleted, the authorization of all devices of that person will be
cancelled accordingly
⚫ New group
On the left side of [Employee List], first click to select the group name that needs to add a
subgroup, then click Add Group, fill in the group name, and click OK to create a new group
⚫ Add, rename and delete groups
Find the group name to be modified on the left side of [Employee List], right-click, and select
one of the new, rename and delete functions according to your needs to operate
Steps
The first step, after selecting the employees who need to be authorized, click the
authorization button;
The second step, is to select the authorization type in the pop-up window.
The third step is to select the devices that need to be authorized (multiple choices are
available)
The fourth step, you can choose the time period for employees to pass, if you don’t fill it, it
will be passed at any time of the day
In the fifth step, click Process.
The sixth step, you can view the information of successfully authorized personnel in the
general authorization management, or you can click the device name on the left to view the
authorization information of all personnel on the device。
The seventh step is to check whether the authorization is successful or not in the general
authorization record.
Note: If an unregistered photo of a person is created on the device (mainly for drawing
cartoons) and both a person created and a registered photo will be displayed
The eighth step, if the status shows that it is not synchronized at this time, you can click the
details on the right to view the reason for the failure of an employee's authorization.
Note: You need to make corresponding changes based on the error message for the retry
button to work
The visitor list is used to manage employee information, such as viewing, adding, editing, and
deleting visitor information.
4.2.1 Add visitor information individually
Steps:
1)In [Visitor List], click the "New" button to enter the guest add page;
2) Fill in the person ID, name, gender, belonging group, mobile phone number, ID number,
etc., add the face recognition photo and click "Save" to complete the creation of the visitor.
Right-click in [Visit Management] and click the "Refresh" button to refresh all visitor
information in the list to the latest state.
⚫Visitor details
In [Visitor List], find the visitor you want to view and click the name to enter the details page to
view specific visitor information.
⚫ Guest edit
On the details page, edit the content to be modified. You can modify the basic information and
photo information of the visitor. After modifying the information, click Save
4.2.4 Delete visitors individually and in batches
⚫ Single delete
In [Visitor List], after corresponding visitor information, click the "Delete" button on the right to
delete the visitor.
⚫ batch delete
In [Visitor List], select the visitor information to be deleted in batches, and click the "Delete"
button next to "New" to delete these visitors in batches.
Note: When the visitor is deleted, the authorization of all devices of the person will be
cancelled accordingly
4.2.5 Guest authorization
Steps
1) The first step, after selecting the employees who need to be authorized, click the
authorization button;
2) The second step is to select the authorization type in the pop-up window.
3) The third step is to select the devices that need to be authorized (multiple choices are
available)
4) The fourth step, you can choose the time period for employees to pass, if you don’t fill it, it
will be passed at any time of the day
5) In the fifth step, click Process.
6) The sixth step, you can view the information of successfully authorized personnel in the
general authorization management, or you can click the device name on the left to view the
authorization information of all personnel on the device。
7) The seventh step is to check whether the authorization is successful or not in the general
authorization record.
Note: If an unregistered photo of a person is created on the device (mainly for drawing cartoons)
and both a person created and a registered photo will be displayed
8) The eighth step, if the status shows that it is not synchronized at this time, you can click the
details on the right to view the reason for the failure of an employee's authorization.
Note: You need to make corresponding changes based on the error message for the retry button
to work
5. Attendance Management
The main information contained in the Period includes: Period name, Period segment
(working time ~ working time), overtime rules, etc. The page of shift segment display is as shown
below. Click the delete icon at the end of each column on the page of Period segment display to
delete the Period information of this column.Select the box in front of multiple columns to delete
the selected Period information.
⮚ Click the “create”button at the top of the page ,create period setting page can be
opened.
⚫ Name:
1)Custom input Chinese, English and Numbers
⚫ Period Setting:
1)You can choose/clear/customize the input of specific time points;Optional, custom input
late and early leave minutes limit;
2)After the Period information input is completed, you can click “Add”, and the Period
information will be displayed in the table below the “add” button;
3)Click the delete icon in the table below the “add” button to delete this section.
⚫ Overtime Rules
1)You can manually enter/select the time required for working overtime and the time point of
leaving the office;
2)You can manually enter the required overtime hours of general holidays and holidays as
well as the on-off/off-hours;
⮚ Click the work time name information (blue font) to display and modify the detailed
information in that shift, as shown in the figure below, the detailed information of the dayShift
(example) can be modified on this page, click save to redirect to the shift display page.
Click the delete icon in the operation to delete the current holiday. Select the box in front of
multiple columns to delete the selected holiday information.The following picture shows the display
page for the holiday setting:
⮚ Click the "Create" button at the top of the page to open the page of new Festival
Settings;
⮚ Click the column of festival name (blue font) to display and modify the detailed
information of the festival , as shown in the picture below. The detailed information of
Christmas (example) can be modified on this page. Click save to modify and jump to the
festival display page successfully.
In the general holiday setting, you can customize the time of various general holidays by
clicking the “Create”button, click the delete icon in the operation to delete the current general
holidays, select the box in front of multiple columns, and delete the selected information of multiple
general holidays.The following figure shows the display page for the general holiday setting:
⮚ Click the "Create" button at the top of the page to open the new holiday setting page;
⮚ Rest Day :Single or multiple choices from Monday to Sunday are available for
custom defined weekly fixed rest days
⮚ Click the holiday name (blue font), the detailed information in the holiday can be
displayed and modified, as shown in the figure below (for example), can be modified on this
page, click save to modify the successful jump to the holiday display page.
5.4 Attendance Record
⚫ Staff groups
1)In the staff groups, the group name and information are the same as the group data in 【
Employee list】. According to the change of the data in the employee list, the attendance records
of all employees are displayed on the right side after all groups are selected. After clicking the
sub-group, only the attendance records of employees in the sub-group are displayed.
⚫ Date of Attendance
1) The date of attendance record before the current date (excluding the current date) is
displayed by default;
⚫ First Punch/Last Punch
1) The employee's first opening time of the day is displayed in the first punch, and the
employee's last punch of the day is recorded in the last punch. If the employee does not punch on
the day, no data will be displayed.
⚫ Status
1) If the employees clock in and out of the office on the same day, the status bar will show
“full attendance”.
2) If the employee is late for work on the same day, the status bar will show that the employee
is “late”;
3)If the employee leaves early at the end of the day, the status bar shows “leave Early”;
4)If the employee is absent from work on the same day, the status bar shows the “absence”;
5)If the employee has to work overtime on that day, the status bar will display the “overtime”
work on that day.
6)If the date falls within the scope of festival or holiday, the status will display "festival
/holiday overtime";
7)If the employee has to work overtime on festival/holiday, the status bar will show
“festival/holiday overtime”;
8)If multiple marker conditions are met on the same day, the status bar will display multiple
states.
⚫ export
1) Click the “export” button to download the staff attendance record form file containing
the current query page to the local;
⚫ Attendance Analysis
1) The time interval can be selected to recalculate and analyze the traffic record of this
time period to get a new attendance record.
2)
6.1.Pass record
View all the identification records on the device, through device grouping and device filtering.
The data body temperature value is greater than or equal to the [Abnormal temperature judgment
value] of the temperature measurement parameter configuration in red font, and less than green
font;
Pass record export: Click the pass record [Export] button on the page to export the existing pass
records in the system to the computer in excel file format.
⮚ Create an organization
1) Only one top-level organization can exist in the system, and that organization has the
highest authority. The top-level organization can modify information, but cannot delete and modify
permissions;
2) Click the New button to fill in the content and complete the new organization
⮚ Member management
Click "Member Management" in the operation of the displayed page to enter the member
management display page. The left side of the page displays the tree-shaped organization
structure that has been created. You can create new organizations and query members by
organization on the left, and the members of the organization, that is, the basic information of the
user, are displayed on the right
Click the “Add” button in the member management, select the desired member from all users
in the system, and click Save to add the user to the organization. Remove function (omitted)
7.2 Role management
【Role management】 It is used to create and manage roles. Roles are used to control the
various business function modules and functional operations of users in the system. It is
composed of different functional operation permissions.
Role description
➢ Each company can create one or more roles with different scopes of authority to perform
different functions for different users under the corporate organizational structure;
➢ The role information between the enterprise and the enterprise is independent of each
other and cannot be mutually accessed.
Creating Role
enter【Role management】,Click on【Create】Button,Pop up 【Create】 page;
Fill in the role name, and save the organization and role, and click the [Save] button to create
a new role.
Role modification
Click on【Role Name】enter【Role-Modify】page,Left and right to select the role to be
modified for the role list,Character information on the right,Editable role name,organize,Role
description, click [Save] button after modification to save the modified information.
Role Management-Member Management:
Click the member management in the operation bar of the role management list or click the【
member management】button on the role modification page to enter the【role-member
management】page。
【Role-Member】interface,The left part is the role list, you can select the role, click the 【
Create】 button above, and the 【Create】 pop-up window will pop up to create a new role.
The user management interface can display users, query by status and the role of the
organization to which they belong, and perform operations such as enabling, disabling, and
deleting user status. The display page is as follows:
⮚ Create user
Click the "Create" button on the displayed page to enter the user creation interface, and enter
the information in the figure below to create a user.
⮚ Modify user: Click the user name (blue font) on the displayed page to modify the user
information
⮚ Enabling and disabling users
Click on the status part at the end of each column of the displayed page to disable or enable
the user. The disabled user can no longer log in to the system. Click the box in front of each
column, select multiple columns and then click the status or disable button at the top to perform
batch operations on users.
⮚ Classified query, delete,(omitted)
⮚ reset password
Other configuration: Set system logo, login page logo, system header logo
System identification:
【Format size limit】Support ico format,The recommended size is 32 * 32 px, and the
recommended file name is favicon ;
log in page Logo:
【Format size limit】Support jpg,png , gif , bmp , jpeg format,Suggest 373 * 540 px;
System head Logo:
【Format size limit】Support jpg,png , gif , bmp , jpeg format,Suggest 110 * 22 px;
Click [System] [Alarm Settings] to turn on or off the alarm function. In the alarm module, after
turning on the alarm, you can set the temperature threshold of the high temperature alarm. When
the temperature exceeds the set threshold, the system will automatically send an email notification
⮚ Sending address: The sending email address of the mail sent by the system can be
opened, added or modified in [System] [Mail Service Settings]
⮚ Receiving address: The receiving mail address is in the "Notification Email Settings" in the
alarm settings, as shown in the figure below, after clicking Add, you can enter the receiving
address, and you can set up to ten receiving addresses.
⮚ Sending content: The content of the email sent by the system is the content in the
[Configuration] [Message Template]. In the alarm settings, you can choose to send the existing
Chinese template or English template in the [Message Template] to the recipient mailbox, as
follows As shown in the figure
7.6 Mail service settings
1. To enable the mail service, you need to set the alarm settings first