Quick summary
Policies beat ad-hoc programming. We map roles, create schedule blocks, and document change control so door access remains predictable across offices and mixed-use properties.
Use this template to capture stakeholders, craft schedules, select hardware, and build documentation that stands up during audits or staff turnover.
Define roles and credential tiers
List every stakeholder—full-time staff, contractors, cleaning crews, residents—and assign default access windows. Note escalation paths for temporary overrides, after-hours emergencies, and lost credentials.
Clarify who approves new credentials, who handles terminations, and how long inactive badges stay valid. These decisions keep policy consistent even when staffing changes.
Build schedule blocks in UniFi Access
Translate business hours, holiday closures, and delivery windows into schedule objects. Use descriptive names and group doors logically—Lobby, Warehouse, Roof Access—so anyone reviewing the system understands coverage at a glance.
Create exception schedules for weather events or maintenance windows. Storing these templates now means you can adjust quickly later without rebuilding from scratch.
Deploy reliable hardware
UA-Hub controllers power strikes and tie into UniFi Access Readers for secure NFC and Bluetooth credentials. Mount hubs in secure IDF closets, provide battery backup, and document wiring for future service.
Label conduit, door hardware, and reader cables at both ends so technicians know exactly which components belong to each opening.
Document change control and audits
Create a simple change log capturing who altered schedules, when, and why. Include ticket numbers, approving managers, and any associated compliance notes.
Schedule quarterly reviews to verify logs, camera bookmarks, and visitor badges align with policy. Pair the review with exportable reports so you can respond quickly to audits or legal requests.
Train staff and plan response
Provide a one-page quick-start for front desk or facilities teams, covering how to issue credentials, revoke access, and contact support. Store the sheet near the primary workstation and in a shared drive.
Rehearse lockout and emergency scenarios annually so staff know exactly how to respond when badges fail or alarms trigger.
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