IdExchange 1.9.1
IdExchange 1.9.1
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Configuring the Device Replacement Settings

The device replacement setting specifies the CMS card policy that will be used in the replacement process as well as enables a default replacement reason to be set.

Prerequisites

  • Required Permissions: System Manager Role Definitions

  • Required Software: The IDMS must be connected the to the HID Credential Management System.

Settings Description

  • CMS Card Replacement Policy: The HID CMS Device Policy that will be used when issuing a replacement card.

  • CMS Card Default Replacement Reason: This is the default reason to be used when creating a replacement.

To specify multiple credential replacement options, insert the | operator between the CMS credential policy names.

For example, Crescendo2300|CrescendoPIV. This will allow the officer to select either the Crescendo2300 or CrescendoPIV from a drop-down menu.

Reference: Configuring Device Issuance Policy

How configure the Device Issuance Policy Replacement Settings

Item

Procedures

Example

1

Click Administration and select Credential Types.
image-20260409-161336.png

2

Select a Credential Policy and press the corresponding gear button. Press Configure Policy.
image-20260409-161331.png

3

Select the Device Issuance tab.
image-20260409-161314.png


4

Enter the CMS Card Replacement Policy.
image-20241211-144213.png

5

Select the Default replacement reason from the drop- down box. If no replacement reason should be set, select NONE.

Options include none, forgotten, damaged, expired, lost, or stolen.
image-20260409-161745.png


6

Once complete, scroll to the bottom and press the Save Changes button.