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Tip - Appending Notes to Swipe Data via MemoPad 

After a license has been swiped, it is possible to add one or more comments that will 
be uploaded to one or more columns in the Excel spread sheet.  This is a great way 
for CardVisor® III & IV clients to mark a customer as a VIP or Banned individual if 
their scan data is not visible on the screen using the Notes field.  Whenever the Excel 
import wizard sees the ^ character, it puts the following data into the next column of 
the spreadsheet.  At the end of each parsed string (CardVisor Category Memo), there 
is the carat character.  Just tap the stylus at the end of the line and start making 
notes.  Notes can be made using the keyboard or via Graffiti (see Graffiti chart in this 
manual).                         

 

 

Insertion point showing cursor 
after last carat (^) character 

Adding data to a Memo entry using 
the ‘Keyboard’ instead of Graffiti. 

 

 

 

Memo entry after adding ‘VIP’ to 
the end of the string 

Memo entry after adding ‘VIP’ & email 
address to the end of the.  Note:  ‘^’ 
character between fields 

 

Additional columns can be added to the spreadsheet by appending additional ^ 
characters.  See the Graffiti chart on how to write this character.  Note: It is not 
necessary to have a carat symbol as the last character in the memo.  Excel will put 
the last field in the proper column with or without a carat symbol at the end. 

IDvisor Hardware Manual  

Page 23 of 38 

Содержание IDvisor Counter Top

Страница 1: ...re User Manual Mobile Counter Top 3511 Silverside Rd Suite 105 Wilmington DE 19810 Phone 800 574 5034 www IDvisor com Product Information Support TokenWorks com www TokenWorks com Company Information...

Страница 2: ...at Palm com and the CardVisor Software User manual that details installation and use of PC data transfer software What s in the box Mobile Version 1 IDvisor ID Scanner with CardVisor software install...

Страница 3: ...cable For downloading data to PC 3 USB AC Adapter Necessary to Power Operate Scanner 4 Orange Palm CD Palm Desktop software and HotSync Manager 5 TokenWorks White CD with User Manuals and VIP Banned...

Страница 4: ...allation Setup _________________________________ 15 Associating Calendar Contact Buttons with CardVisor and or MemoPad Application _________________________________________________________ 15 Non Vola...

Страница 5: ...___________________________ 35 State and Local Privacy Laws Ordinances or Rules _______________________ 35 Graffiti Table _________________________________________________________ 36 Checking IDs ____...

Страница 6: ...Counter Top Version IDvisor Hardware Manual Page 6 of 38...

Страница 7: ...m Z22 Button Icon Layout Shown are the buttons and icons referred to throughout this manual Note the location of the Calendar and Contacts buttons Home and Menu icons IDvisor Hardware Manual Page 7 of...

Страница 8: ...top of the main screen A lightning bolt over the battery indicator means the handheld s battery is charging When it is fully charged the lightning bolt will change to a filled battery icon Charging t...

Страница 9: ...attery charger or battery and technical support is required DO NOT OPEN THE CASE TO SERVICE THE BATTERY Contact support tokenworks com to obtain technical support Do not use a wall charger other than...

Страница 10: ...nit will scan 6000 licenses which is more than enough to last one evening As a rule of thumb return the unit to the charger at the end of the night shift or leave it plugged in all the time The batter...

Страница 11: ...e not below The Scanner Ready LEDs should turn Green when powered AND the RED Lighting bolt should display in the battery icon at the top of the screen The PDA may power on without external power but...

Страница 12: ...ot see scanning tips below 3 Swipe license with Magnetic Stripe facing display in Magnetic reader slot using a smooth continuous motion If the reader beeps the display will update If not try again fro...

Страница 13: ...ed The Red LED will start flickering and remove the license with a smooth continuous motion If the bar code reader beeps the display will update If not see scanning tips at end of this section 3 Swipe...

Страница 14: ...a and the condition of the bar code In states like New York the licenses can be read as fast as the license can be fully inserted and withdrawn Swiping a Magnetic Card 1 Make sure the green reader LED...

Страница 15: ...rocess it is necessary to re associate these buttons with the above applications To make the CardVisor application launch when the Calendar button is pressed or see the license data when the Contacts...

Страница 16: ...ck Icon that is in the graffiti area see Palm Z22 Button Icon Layout in previous section Tap on the box which contains the date or time and then follow the prompts to change Details also provided in t...

Страница 17: ...s line is highlighted if a person ID is underage or expired Note Main Screen after an Under 21 Expired ID is scanned What is the Graffiti Area The Graffiti writing area is divided into two parts one f...

Страница 18: ...e reset option If successful the Scan or Swipe ID message will be displayed If not see the trouble shooting section in this document Options Menu of CardVisor CardVisor I and II do NOT have the Test V...

Страница 19: ...ayed in years months and days This allows one to see how close somebody s birthday is and wish them a pre happy birthday If un checked then the age is displayed just in years Under 18 and Under 21 age...

Страница 20: ...g the following parsed information First Middle Last Name Title Jr Sr II 3rd etc Address City State Zip Driver s License number 0213654424 Expiration date YYYYMMDD Date of Birth YYYYMMDD of birth Gend...

Страница 21: ...D Scanner Data This feature should be used with caution as forgetting the PIN code will require erasing all saved transaction data Drivers License Transaction data records are stored as Memos in MemoP...

Страница 22: ...Resetting the Password will delete all the transaction data Use this feature with caution Enter Password Confirm Password Mask Records Enabled Note This same PIN code can be to lock the system so that...

Страница 23: ...tap the stylus at the end of the line and start making notes Notes can be made using the keyboard or via Graffiti see Graffiti chart in this manual Insertion point showing cursor after last carat cha...

Страница 24: ...r words if a license is swiped and a note is appended and the same license is swiped again and a new note is appended the second note will replace the first note If a multiple field note is desired th...

Страница 25: ...r and the one 1 character the associated text will appear in the Note field saving keystrokes time 3 Defining a Palm Shortcut Step by Step directions Select Prefs Icon lower left Select ShortCuts Sele...

Страница 26: ...Cut with Text Select New Congratulations you ve just defined a ShortCut To use the shortcut just tap on the Notes field after scanning a license enter the ShortCut character and the number one 1 IDvis...

Страница 27: ...st entered and were banded marked then when they leave return an ID Pass Back alarm should be generated when the ID is rescanned Shows license number DOB with current scan time at the top of the list...

Страница 28: ...e User Manual for step by step instructions Shown below is how to connect the handheld to the charging HotSync cradle after it is removed from the bar code reader cradle Connect the Mini USB connector...

Страница 29: ...ore or use it in any location that is extremely dusty damp or wet Ensure the magnetic heads are occasionally cleaned with commercially available magnetic cleaning cards Clean exterior of case with a d...

Страница 30: ...n taps In this case you need to perform a reset to get your handheld running again Performing a soft reset A soft reset tells the handheld to stop what it s doing and start over again All records and...

Страница 31: ...utton on your device 2 While holding down the power button turn over your device so that you can see the back of it Using the stylus gently press the reset hole on the back of the unit 3 When the devi...

Страница 32: ...Pad Application See Associating Calendar Contact Buttons with CardVisor Application and or MemoPad above The MemoPad Category is set to display only personal or business memos Change Category to All o...

Страница 33: ...act TokenWorks for support Problem Possible Problem Possible Solution Magnetic stripe is dirty Clean stripe with soft cloth Magnetic Card may be damaged Try another card Magnetic Card may be miss alig...

Страница 34: ...ks This limited warranty does not include service to repair damage to the product resulting from accident disaster misuse abuse or modification of the product performed without the prior written appro...

Страница 35: ...hould be understood that the displayed age may differ from the actual age of the person presenting the card for any one of a number of reasons Among the most likely are the card does not belong to the...

Страница 36: ...Graffiti Table IDvisor Hardware Manual Page 36 of 38...

Страница 37: ...nting such an ID For example the ID scanner will help detect if the printed date of birth or expiration date has been altered using ink e g changing a 3 to an 8 by reading the unaltered date encoded o...

Страница 38: ...the ID is a duplicate If it is ask for another form of ID The state logo If it s partially missing or appears altered the ID might be fake The hologram Is it a genuine hologram or a basic hologram ad...

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