User's Manual

Chapter 5: Managing B.A.S.I.S.® G Cardholders
5 – 2
Notes
Editing cardholders
The first of the three activities, editing cardholders involves
the following:
■ Adding
■ Modifying
■ Deleting
Adding cardholders
Although it’s not required, to make the process of adding
cardholders more efficient, we recommend using the List
Builder feature of B.A.S.I.S. This feature allows you to build
lists of departments names, building names, locations, and
even custom cardholder information before actually creating
the individual cardholder records.
In the cardholder screen, the following are fields are drop-
down lists that the user can pick from. If these lists are com-
piled before adding cardholders users can create cardholders
quicker and more consistently:
■ Title
■ Department
■ Division
■ Location
■ Building