This document covers the following topics:

• Save Wallet Contents to your Vault
• Access your Vault
• Vault - Search on Most Recent Entries
• Vault - Search within a Date Range
• Vault - Card Export Report

Save Wallet Contents to your Vault

The ‘Vault’ is an online repository that is unique to your Union or organization. Saving the contents of a Trades Wallet to your 'Vault' can be achieved a couple of ways:

Field Scanner App

Each time a Wallet holders 'QR Code' is scanned by an admin from your organization using the 'Field Scanner' app, the contents of the relevant wallet will automatically be captured within your ‘Vault’.

For more information on the 'Vault' via the Field Scanner app, click here. 

Self Service App 

Wallet holders are in complete control of how much information they share with the Trades Wallet Community.

If a Wallet holder deems the information contained within a relevant entry sensitive, or private, they may choose to 'Mask' these details (i.e. the address listed on your Government Issued ID) OR, they may instead choose to mark the entire Card 'Private'.

If a Wallet holder marks a Card as 'Private' within the Self Service app, that Card will be immediately REMOVED from the main cards listing within the Wallet, but will be captured within the 'Vault' for historical purposes. 

What do you mean by 'Private'?

A card that is marked 'Private' within a Wallet is not shared with the Trades Wallet Community unless expressly directed by the Wallet holder.

Wallet Account - Card Tab

Lastly, should you wish to manually save the contents of a relevant Wallet to your Vault, you can do so directly from the Cards Tab of the Wallet Account.  

1. Search for the Wallet you wish to capture via the Global Search bar:
   
   
   
   
   
2. Select the relevant entry and click on the 'Cards' tab of the Wallet profile:
   
   
   
   
3. Scroll to the sub-section entitled: The Vault and select the (blue) 'Save to Vault' button:
   
   

Access your Vault

The contents of your Vault can be accessed 24/7 from the Web Admin Portal:

1. From the Dashboard, select the 'Reports' tab found within the primary navigation bar:
   
   
   
   
2. From the Reports tab, locate the sub-section entitled: 'The Vault':
   
   
   
   
3. From here, you will be able to search for wallets within the 'Vault' one of (2) ways:

• 'Search for the most recent vault entries' 
• 'Search the vault within a date range' 

Search for the most recent vault entries ... 

1. Select the option to 'Search for the most recent entries'. 
   
   You will be presented with a 'Search' box where you will populate the 'Name' or unique 'ID Number' of the Wallet holder, or holder(s), you would like to view:
   
   
   
   NOTE: You can enter multiple 'Names' and 'ID's' within the 'Search' field. 
   
   
2. Select the (green) 'Search Vault' button:
   
   
   
   
3. The system will return a grid of results that best match the 'Name' or 'ID' you searched for. 
   
   Select the entry pertaining to the Wallet you'd like to view:
   
   
   
   
4. The entry opens to reveal a listing of 'Vault Entries' recorded for the Wallet Holder, either as a result of being scanned via the Field Scanner app or saved directly from within the 'Cards' tab of the Wallet.
   
   Select a relevant entry to view the details:
   
   
   
   
5. Within the relevant entry, you will be presented with an exact replica of the Wallet holder's 'Cards' as they would have appeared on the 'Capture Date':
   
   
   
   NOTE: It is important to note that the information displayed is static, valid only for the date upon which it was captured. 
   
   
6. Just like 'Cards' within the 'Cards' tab of the relevant Wallet, you can open the details of each ticket within the 'Vault' entry. 

Search the vault within a date range ... 

1. Select the option to 'Search the vault within a date range'. 
   
   In addition to the 'Search' field provided earlier, you should now be presented with 'Date Selectors' that you will use to retrieve Wallet entries within a specific date range:
   
   
   
   
2. If you want to return 'Vault' entries for a single date, enter the date in both fields provided. 
   
   If, however, you'd like to search for 'Vault' entries over a period of time, enter the relevant 'From' and 'To' dates accordingly. 
   
   
3. Populate the ‘Name’ or the unique ‘ID number’ associated to the Wallet holder, or holders(s), you’d like to view.
   
   
4. Click the (green) ‘Search Vault’ button:
   
   
   
   

5. The system will return a grid of results that best match the 'Name' or 'ID' queried for the date or date range.
   
   Select the entry pertaining to the Wallet you'd like to view:
   
   

6. Again, the entry opens to reveal a listing of 'Vault Entries' recorded for the Wallet Holder, either as a result of being scanned via the Field Scanner app or saved directly from within the 'Cards' tab of the Wallet.
   
   Select a relevant entry to view the details:
   
   

7. Within the relevant entry, you will be presented with an exact replica of the Wallet holder's 'Cards' as they would have appeared on the 'Capture Date':
   
   

The Vault - Card Export Report:

From within each 'Vault' entry, you will be presented with an exact replica of the Wallet holder's 'Cards' tab as it would have appeared on the date the contents were captured to the 'Vault'. 

Just like the 'Cards' tab itself, this view provides an administrator with the ability to generate a pdf summary report detailing the cards within the 'Vault' entry - or the cards that were valid within the Wallet on the 'Capture Date'. 

1. Select the 'Vault Entry' pertaining to the Wallet you'd like to view: 
   
   
   
   
2. Within the Vault Entry, you will note a sub-section for 'Card Export'. Select the (blue) 'Generate Report' button:
   
   
   
   
3. Select whether you'd like to return an 'Images Only' report, OR, a report with 'Full Details':
   
   
   
   NOTE: The pdf summary report will be sent to the downloads folder of your browser. 
   
   
4. Regardless of which report option is selected, this ‘Card Export Report’ will contain ONLY those credentials that were valid as per the date the contents of the Wallet was captured.

   For more information on how to produce a similar report containing the current credentials within the wallet, click here.