5.4 Renewing a device

You can request a renewal for a device that is near its expiry. By default, the renewal window is 42 days; this is configured by the Card Renewal Period option on the Devices page of the Operation Settings workflow. You can renew a card if its expiry date is within this window.

To renew a device:

  1. Search for a device, and view its details.

    See section 5.1, Searching for a device.

    Alternatively, insert the device into a reader.

    See section 5.2, Reading a device.

    You can also view a device from any form that contains a link to the device.

    For example:

    • Click the item in the list on the DEVICES tab of the View Person form.
    • Click the link icon on the Device Serial Number field of the View Request form.

  2. Click the Request Device Renewal option in the button bar at the bottom of the screen.

    You may have to click the ... option to see any additional available actions.

    If the device is not within the renewal window, or if you do not have permission to request a device for the selected person, the Request Device Renewal button is not available.

    The Request Device Renewal screen appears.

  3. If the Set Credential Profile On Renewal option (on the Issuance Processes page of the Operation Settings workflow) is set, you can select a different Credential Profile from the drop-down list.

  4. Select the Reason for the replacement from the drop-down list.

    By default, the only option available is Request device Renewal.

    The reason determines what happens to your original device and its certificates. including what happens to the recovery of archived certificates. See the Certificate reasons section in the Operator's Guide for details.

  5. Type any Notes.

  6. If the Set expiry date at request option (on the Issuance Processes page of the Operation Settings workflow) is set, you can set or amend the Maximum Expiry Date for the request. You can select any date up to the Maximum credential expiry date specified for the person (see section 4.4.1, Setting the person's status). Note, however, that you cannot exceed the Lifetime setting for the credential profile; if the request is made for a credential to expire on a date six months from now, but the credential profile has a lifetime of 30 days, the device will be issued with a lifetime of 30 days.

    The credential profile can override the Maximum credential expiry date set for the person if the Ignore User Expiry Date option on the credential profile is set.

  7. Click SAVE.