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Issuing Replacement Cards

About every two years the Account Provider will issue a replacement card for an Account. Also, if the card for an Account is lost or damaged, a new card for the Account will need to be issued. ProMaster allows you to manage replacement cards through the Profile Edit page.

To issue a new card due to expiry:

1. Select the Admin tab;

2. From the Administration page, select the User List option on the left;

3. From the User List page, specify Search Parameters to refine your list of users;

See "Searching for Users"

4. From the User list, click the associated Edit User Details icon;

5. From the Profile Edit page, select the Accounts tab;

6. Click Add Issue;

7. Enter the new Expiry Date;

8. Activate the Cancelled? flag for the old issue;

9. Click Update Changes.

See Creating/Modifying Accounts.

To issue a new card due to loss:

1. Select the Admin tab;

2. From the Administration page, select the User List option on the left;

3. From the User List page, specify Search Parameters to refine your list of users;

See "Searching for Users"

4. From the User list, click the associated Edit User Details icon;

5. From the Profile Edit page, select the Accounts tab;

6. Click Add Account;

7. Enter the necessary information then click Update Changes.

See Creating/Modifying Accounts.

Note:

The Name on Card option/field/column is only available if Account Ref No has been set to be replaced by it in the Account list.

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