5.5 Delivering cards

The Deliver Card workflow allows you to mark cards as delivered within MyID. This allows you to have a delivery stage within the card issuance process that allows you to confirm that the device has been delivered to the applicant; for example, a card issuance officer can hand over the card directly to the applicant, verifying the applicant's identity in the process, and then mark the card as safely delivered. This also provides an additional level of security, as it is not possible to activate the card until it is marked as delivered to the cardholder.

Once the card has been marked as delivered, the cardholder can proceed to activate the card, either through self-service, or through assisted activation, where an operator guides the applicant through the activation process.

Note: The Deliver Card workflow is not automatically assigned to any roles after installation. You must use the Edit Roles workflow to assign the Deliver Card workflow to the appropriate role.

5.5.1 Configuring the card delivery process for a delivery stage

To make sure that all card issuances that require activation must go through a delivery stage before the card can be activated, you must set the Deliver Card Before Activation configuration option to Yes.

This setting affects all issuances carried out using the MyID system.

To set the option:

  1. From the Configuration category, select Operation Settings.
  2. On the Devices tab, set the Deliver Card Before Activation configuration option to Yes.
  3. Click Save changes.

5.5.2 Issuing a card that requires a delivery stage

You can issue cards that require a delivery stage either through a bureau or directly through MyID. You must make sure that the card profile is set up to require activation; you can include a delivery stage only as a precursor to card activation.

For bureau issuance, when the bureau returns the manifest file, MyID updates the card request to Completed status, and creates a card activation job with the status Awaiting Delivery. An operator must then mark the card as delivered before the applicant can activate the card.

For direct issuance, when the issuer uses MyID to issue the card (optionally including printing the surface of the card), MyID creates a card activation job with the status Awaiting Delivery. An operator must then mark the card as delivered before the applicant can activate the card.

5.5.3 Marking cards as delivered

The Deliver Card workflow allows you to mark cards as delivered.

To mark cards as delivered:

  1. From the Cards category, select Deliver Card.

  2. On the Select Job screen, type the search details for the card activation job you want to mark as delivered.

    You can use an asterisk (*) as a 'wildcard' in either the name fields, to represent one or more characters. For example:

    • El* will find all names beginning with 'El'.
    • *beth will find all names ending in 'beth'.
    • El*beth will find all names that begin with 'El' and end with 'beth'.

    You can search for the agency the cardholder belongs to. Click Include Subagencies to search for agencies below the selected agency in the agency hierarchy.

    From the Maximum Records drop-down list, select the maximum number of records you want to return.

  3. Click Search.

    The results of your search are displayed on screen.

  4. Click on a job to select it.

    The Job Details screen displays the details of the card activation job. The Status field should display Awaiting Delivery.

  5. Click Accept to accept the card activation job. The card activation job is set to Awaiting Issue. The cardholder can then activate their card.

    Click Reject to reject the card activation job. The card activation job is set to Canceled. The cardholder cannot now activate their card.

    If you reject the card activation job, you must provide a reason for the rejection; this reason is added to the audit trail.

    Note: If you reject a card, it remains on the system in its current state. To ensure that any existing certificates on the card are canceled and the card is no longer associated with the cardholder, you should cancel the card using the Erase Card workflow.