Production Workflow

Product Workflow in Detail

Throughout the life cycle of a credential in Controller, it can move through several states. Each state represents a different phase in the credential’s processing and can be managed accordingly.

1. Initialized:

   • The credential has been created and will appear in the Approve for Production tab.

   • You can move the credential to the In Production state to initiate printing.

   • If necessary, the credential can be deleted from the Approve for Production tab.

2. In Production:

   • The credential is awaiting printing and will now appear in the Print tab.

   • When you log into Press, you can print the credential. If using HID Fargo Connect, you can print directly from the Print tab.

   • To move the credential back to the Initialized state, the API must be used.

3. Printed:

   • The credential has been printed and will now appear in the Approve for Issuance tab.

   • You can either:

     • Approve the credential, moving it to the Approved state, or

     • Disapprove the credential, moving it back to the In Production state for reprinting.

4. Approved:

   • The credential is now in the Approved state and will appear in the Activate tab.

   • You can now mark the credential as Activated.

5. Activated:

   • The credential is now active and will no longer appear in the Production screen.

   • You can move the credential between the Expired and Activated states by modifying the end date.

   • The credential can also be moved between the Blocked and Activated states by editing the credential in Controller, or by a stand user marking it as lost via Stand.

6. Blocked:

   • Credentials in the Blocked state can be managed through the Credential tab under the respective person’s record in the People screen.

7. Expired:

   • Credentials in the Expired state can be managed through the Credential tab under the person’s record in the People screen.

8. Withdrawn:

   • When a record is archived and it contains a credential in the Initialized, In Production, Printed, or Approved state, the credential will be marked as Withdrawn.

   • Once a credential is in the Withdrawn state, it cannot be moved to any other state. A new credential will need to be created if required.

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