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How to move a record to another template from the Card Renewals page

Step 1: Navigate to Card Renewals

Log in to your IDMS account and click “Card Renewals” from the navigation menu on the left.

Navigate to Card Renewals

Step 2: Select Card Options

Choose which cards you’d like to renew. You can also search cards by their card ID, name, or unique identifier. Click on the ‘Next’ button to proceed when finished.

Select Card Options 1
Select Card Options 2

Step 3: Select ‘Move to Template’

Select the ‘Move to a new template’ option and then select which template. Then select the template you’d like to move the card record(s) to. Click “Next” to proceed when finished.

Note: If you’d like to update the expiration date and move a card record(s) to another template at the same time, click the ‘Renew and Move to a new template’ option instead to do both.

Select Move to Template

Step 4: Review and Confirm details

Review the details to ensure everything is correct. Then click the “Renew” button to finish.

Review and Confirm details 1
Review and Confirm details 2

A confirmation message should now appear showing that the card transfer was successful. All set!

Review and Confirm details 3
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