What can I do when a member has forgotten their card?

If a card-only member forgets their card they can be given a temporary contact card for the day

The card-only tab is the third tab on the members table. When a person's details are added to the card-only tab they become a card-only member of SaferMe. Card-only members can be employees, visitors, contractors or anyone that spends time on site and requires a contact card.

How to get there

To access the card-only tab a person must have either owner, admin or manager access.

Sign into the SaferMe web app and click the 'Admin' button to access the admin portal. The card-only tab is the third tab within the members page. 

 

If a card-only member has forgotten their card and they can't go home to retrieve it, they can be treated like a visitor for the day and given a temporary card.

Adding a card-only member

  1. Select Add member at the top of the card-only tab
  2. Fill in the details of the member
  3. Full name is required, we advise to include a note after their name such as (TEMPORARY CARD) e.g. Dee Woods (TEMPORARY CARD).
  4. CompanyVisiting and Preferred contact are optional fields.
  5. The search bar on the Visiting field will search for people's names from the 'current' tab only.

 

Returning the temporary card

At the end of the work shift the card-only member should return the card and the manager should remove the card from the member in the card-only tab. 

 

  • It is vital to sync the card BEFORE removing the card from a member 
  • Click the three dot menu to the right of the member's name 
  • Click 'Remove Card' 

Screen Shot 2022-02-02 at 1-24-26 PM-png

  • A pop up will appear to remind the manager to ensure the card has been synced
  • Click 'continue'

 

  • Ensure the details are correct 
  • Select a reason for removing the card from the drop down 

 

  • A success message will appear once the card has been removed 
  • The card can now be used again and assigned to any new members that needs a card 
  • The member now has two profiles which can both be used for a contact trace if needed
     

 

If the member is involved in a future contact trace the administrator can investigate both contact tables associated with the member. 

 

Don't hesitate to reach out to support@safer.me with any questions