User`s Manual RAPID ACCOUNT MANAGEMENT SYSTEM (Host)
Contents
1. Setup 1 ter 2 iex Build jest Mode mit i 6 2 The Tape Menu The Tape Menu provides access to the tape backup system The tape backup system is used to store all of the system files of the RAMS onto tape cartridges In the event of a computer malfunction the tape backups may beused Debitek to restore data insuring that not more than RAMS Host 61 21 93 Tape Menu 03 44 49 one day s data may be lost Tape backup TEN must be performed daily to maintain this EP level of data integrity The commands Tape om available from the Tape Menu are listed in ALL the following sections Emit E Note The system cannot process any transactions at either the RAMS host or remote locations while a tape function is in progress In order to minimize user inconvenience it is advised that tape functions take place during low usage hours Debitek DOC 970066 Rev Page 27 Rapid Account Management System RAMS Operations Manual 6 2 1 Backup Data The Backup Data selection is used to transfer all RAMS system files to a tape cartridge To begin a backup select B from the menu The system will ask for verification before beginning the format A cR eem UE was process After the system has shut down it will prompt the operator to insert a tape into the tape drive After this has been done press a key on the keyboard and the ERE RE backup process will b2. description is fully customizable to accom Site User Type modate the institution s needs To change do ee a type use the N keys to move to the 4 3 Sait description desired then enter that de 5 4 Management 5 Hot Used scription Pressing ENTER will advance E sms bee tothe nextdescription The sitecode fields Used in des EI ME T are preset at shipment and cannot be modi 12 11 Not Used fied When all of the descriptions are entered press F10 to save or ESC to LF101 Savc Abort abandon the changes 2 4 4 Defaults This menu allows the system administrator to set the default amounts for the user transfer limit and maximum limit The transfer limitis the maximum amout that a user is allowed to add to their card in a single nas Host 61 21 93 Edit Account Defaults 09 48 16 day The maximum card limit is the lar gest amount of value that may be present on a user s card These items will be discussed more thoroughly in Chapter 3 Account Functions To change a default enter the Default Transfer Limit X Default Maximum Card Limit amountrequired followed by F10 to save abort changes press ESC LF101 3auc LESCI f bort Page 10 Debitek DOC 970066 Rev Chapter 2 Configuring the Rapid Account Management System 2 4 5 Modem Data Th
3. n dele rates 21 SI The Report Ment ane vam dM tre ear i Dat on Cate ee 21 2 Report 22 so The User IR SOU eee MEC do Eu ae 23 5 4 The foster Report zoo usta too ete NER eh tU ad Qa se ae ee 24 System Report Ja eg ess M etu ea ce sa ed E EE 25 6 0 U es dnd Periodic Maintainence s eset teca sti te a canals 27 OL The MTA oe OPPONENT 27 pP d Ip MN MM Saks 27 6 2 T Backup Data Lie ee e eai ee ee ode du eu 28 0 2 2 Format Tape e equite paite tudine 28 OXON CNET EE 28 scsi cast on oki APO e ead erat E tea 29 6 3 Communications Status deest ass ry e e CELO 20 Ox Purse DISCS e sedeo etoile bue atn 30 0S Modify SCUD NE LU CE 31 GC Ty WI ca sata aes Sea pe tete crate sD NS dad ipea NEC ayaa aoa UE 31 LO LOSE ish pM NCC 31 TO heh eI ca ca orcas al Index A Page ii Debitek DOC 970066 Rev Chapter 1 Terms and Conventions 1 0 Terms and Conventions This chapter will explain the various technical terms notation styles and screen definitions used throughout the manual 1 1 Definition of Terms The following terms are us
4. 3 RAPID ACCOUNT MANAGEMENT SYSTEM Host User s Manual Table of Contents Table Of Contents 12 Terms and COnDnVetitloDs esos tol opa erede fe qutd ca sole I T E Definition Ob io 1 1 2 Rey uo iet el bier eut th tedio iem aif eset Rae 2 1 3 Data Entry Conventions cocido essere 2 1 4 Screen Area Definitions tite e 3 T Menurselection Area iets Se eae ees 3 142 Menu Title Date Time ATO 3 t43 Valid CLS Urs ce 3 Data Bitty T9 ected alike t le lo utei atomi 3 1 5 Selecting a User Record From the Database uade oie Gas ids ei eee eae 4 ISI Name Search Selection 22 oe ails cle cari Qo et eine ee 4 1 5 2 UserName Pick oro ed eee od Ros 4 153 User ID Selectoli uoo eile ed mene lesa 5 2 0 Configuring the Rapid Account Management System 7 2 1 Logging Into the System Luo oer tre non iol dee 7 2 2 The Mat Menu pend e E n gue uut v cuique 7 2 3 Phe Utility Menit Soo qi dotes ie ecd dispo 8 2 4 The Setup gc m 8 DoNMEB i E 9 DA Heading Sot ino faeere veo Peas a oad Pus Pu bu e 9 2 Us r Not
5. at Report End Time will cause the report to print Press ESC at any point before this to abort the report a Report Start Date The system report will show each transac Report Start Time 00 00 Report End Date 0121 93 tion in the order it occurred Report End Time 23 59 CESC1 Abort Debitek Rapid Account Management System Page 1 System Activity Report 41 26 93 88 88 to 41 21 93 23 59 ID Number Transaction Description Amount Operator 81728793 DEBITEK System Operator Log In 80 DEBITEK 81728793 DSLKF LS Account Record Created 99 DEBITEK 81728793 DSLKF LS Account Deposit B DEBITEK 81728793 System Shut Down Request 68 DEBITEK 81720793 DEBITEK System Operator Log In B DEBITEK 41 28 93 System Operators Editted 68 DEBITEK 81720793 System Headings Editted 80 DEBITEK 81728793 System User Types Editted 68 DEBITEK 81720793 System Defaults Editted BH DEBITEK 81728793 930120001 Account Record Created 68 DEBITEK 81728793 System Shut Down Request B DEBITEK 41 28 93 ADMIN System Operator Log In ADMIN 81720793 930120001 Account Record Deleted ADMIN 01 20 93 14 00 05 930120001 Account Record Created ADMIN 01720793 14 81 DSLKF LS Account Withdrawal BB ADMIN 41 26 93 DSLKF LS Account Record Deleted ADMIN 81728793 930120002 Account Record Created ADMIN 01220793 5 938120083 Account Record Cr
6. card Insert a card into The Add Amount amount will be added to the card and the card will be ejected A receipt will be printed and the system will return to the Card Menu See below for an example of the Add Value Receipt LESCI fbort Debitek Rapid Account Managament System Add Value Receipt 69 27 57 61721793 1 Average Joseph Carl ID Number 9301209001 Value Operator ADMIN Receipt 466809 Debitek DOC 970066 Rev Page 19 Rapid Account Management System RAMS Operations Manual 4 5 Deducting Value from a User s Card The Deduct selection from the Card Menu allows the system operator to remove value from an account holder s card After selecting this command the data entry window will ask for Debitek RAMS Host 01 21 93 Deduct Card Value 69 28 12 User Type Inmate User Mame Average Joseph Carl User ID Number 930120001 Account Balance 15 00 Card Value 5 5 00 CESC1 Abort auserrecord See section 1 5 for details on how to select a user record Once the user has been selected the system will ask for the card to be inserted The system will show the account information and ask for an amount to be deducted This amount must be less than or equal to the amount on the user s card After the amount has been entered the card will be written with the new amoun
7. characters of the last name may be entered Host eve Edit Account oa ze 41 as user name search characters although fewer may beentered if desired The entry field will automatically contain the first 9 characters of the last user name that was used by the system If this user is not acceptable a new name may be entered If the user ID is known the system operator may press F8 to enter this data See section 1 5 3 for details LF81 Use ID LESCI fbort 1 5 2 User Name Pick List After entering the user name search characters the system will search for the closest matches and show them in a list in the data entry area The closest match will be highlighted in a different color than the Debitek sans Edit Account e z1 17 rest If this is the correct user press ENTER and the system will use this TOME PEE record If not the N keys may be used to Average Joseph Carl 930120001 move the highlight bar to other users If Baily William Stepford 930120002 5 Norton Herman Brice 930120003 Mantan perman irich a Doen the correct user record is not shown the Uon Slykes Ch Edward II MANAGEGO1 PAGE UP and PAGE DOWN keys may be used to list more users PAGE UP will list users who fall before the current list alphabetically while PAGE DOWN will list users who come after If the user requested is not in the database press ESC to abort the
8. quired at this point in order to configure RAMS for operation Press M to access the Setup Menu The Setup Menu contains commands that allow the system administrator to alter the configuration of the system Menu options are provided for adding or deleting system operators Debitek RAMS Host 61 21 93 Setup Menu 09 47 32 Bperators E ings Tupes E pai aults Data i Emit changing receipt and report headings de finingusertypes and otherfunctions While the system will operate with the defaults provided itis desirable to customize these settings to fit the needs of each institution Each command is explained in detail be low Page 8 Debitek DOC 970066 Rev Chapter 2 Configuring the Rapid Account Management System 2 4 1 Operators This function allows the system administrator to define the system operators There are twelve system operators including the system administrator The system administrator must be entered into the first RAIS Host 61 21 93 Edit Operator List 89 47 38 position inthelist The system administra tor will define an eight character operator name and eight character operator pass tz z A Operator Password Start E ED 90109 23 59 word and the starting and ending times of 4 00 00 60 60 the operator s shift The N keys may be 5 00 00 00 00 A 6 G0 00 60 00 used to
9. Withdrawal ADMIN 01421793 System User Types Editted ADMIN 01 21 93 09 24 29 930121001 Account Record Created ADMIN 01421793 938121881 Reader Format User Card 68 ADMIN 41 21 93 Reader Format Disp Cards ADMIN 61 21 93 9381288801 Reader Format User Card 68 ADMIN 2 1 m I amp S k 5 Debitek DOC 970066 Rev Page 25 Rapid Account Management System RAMS Operations Manual This page intentionally left blank Page 26 Debitek DOC 970066 Rev Chapter 6 Utilities and Periodic Maintainence 6 0 Utilities and Periodic Maintainence The RAMS system provides several features for the maintainence and protection of the user database These functions are located on the Utility Menu 6 1 The Utility Menu The Utility menu available from the Main Menu provides functions to perform periodic maintainence on the user database to maintain a tape backup of the user database and other files and to allow Debitek Customer Service to pun 01 21 93 Utility Menu 89 41 23 access the system in cases of special prob lems or software updates Each of the tenn og functions of the Utility Menu is discussed ee below with the exception of the Modify ALTA Setup option which was covered in Chap
10. and the clearing process will begin When the clearing is complete the system will ask that the operator verify the results as shown on the display If an error is reported the clearing was not successful and the tape should be reformatted see section 6 2 2 Format Tape Page 28 Debitek DOC 970066 Rev Chapter 6 Utilities and Periodic Maintainence Otherwise press a key to return to the RAMS system 6 2 4 Restore Data The Restore Data selection is used to restore data from a tape cartridge back into the RAMS system This function is required only if the system data has been in some way damaged and cannot be recovered and should only be used at the direction of Debitek Customer Service To begin restoring from a tape select R from the menu The system will ask for verification before beginning the format process After the system has shut down it will prompt the operator to insert a tape into the tape drive After this has been done press a key on the keyboard and the restore process will begin When the restoration is complete the system will ask that the operator verify the results as shown on the display If an error is reported the restoration was not successful and should be repeated Press a key to return to the RAMS system 6 3 Communications Status The Comm Status selection of IS the Utility Menu is used to monitor the mue 2 SEMEN 4 51 status of the devices connected to the RAMS host
11. change fields After the data for 00 00 09 00 each system operator has been entered 11 c re press F10 to save or ESC to abandon 12 00 00 00 00 the changes LF101 3auce LESCI f bort 2 4 2 Headings _ There are two types of printed output generated by the RAMS system reports and receipts The Headings Menu allows the system administrator to customize the headings for each of these outputs Each heading nas Host 61 22 93 Edit System Headings 14 56 31 may be up to 40 characters in length and may contain data such as the institution name the system name or any other de sired information To change a heading use the N keys to move to the desired heading then enter the data Pressing EN TER will move to the next heading After both headings have been entered press F10 to save them or ESC to abandon the changes Report Title Heading Printer Receipt Heading RAMS Receipt Title LF101 3auc LESCI fbort Debitek DOC 970066 Rev Page 9 Rapid Account Management System RAMS Operations Manual 2 4 3 User Types a a a This menu allows the system administrator to define the types of users allowed in the system Up to 12 user types may be defined The data entry window will show the type number the site code for that type RS cet erm areas ane 45 andthe20charactertype description Each
12. of the chapters that follow This menu allows access to account functions card functions reporting functions and utility functions System configuration items are lo Debi te AMS Ho 18 81 92 Create Account 12 31 21 cated in the Utility Menu To access the Utility Menu press U SPACE Change ENTER ccept ESCl bort 2 3 The Utility Menu The Utitlity Menu contains commands dealing with system maintainence and configuration Most of these commands will be covered fully in Chapter X 10 81 32 Create Account imas System Maintainence The Modify Setup Command how ever is required at this point in order to configure RAMS for operation Press M to access the Modify SPACE Change ENTER Accept ESCl bort Debitek DOC 9700xx Page 5 Rev Rapid Account Management System RAMS Op erations 1 Setup Menu 2 4 The Modify Setup Menu The Modify Setup Menu contains commands that allow the system administrator to alter the configuration of the system Menu options are provided to all adding or deleting system operators changing reciept and report 10 81 92 Create Account 12 31 21 SPACE Change ENTER ccept ESCl bort headers defining user types and other functions While the system will operate with the defaults provided it will be desirable to customize these settings to fit the needs of each institution Each m
13. search T Select I4 ccept LESC fibaort Page 4 Debitek DOC 970066 Rev Chapter 1 Terms and Conventions 1 5 3 User ID Selection To search for a user by ID the complete ID must be known in advance Enter this ID on the screen shown below If the ID is not found an error message will be displayed Press ESC to clear the message Correct Debitek RAMS Host 81 21 93 Edit Account 89 20 54 the ID Or press ESC again to search by name User ID Number LESCI fibort Debitek DOC 970066 Rev Page 5 Rapid Account Management System RAMS Operations Manual This page intentionally left blank Page 6 Debitek DOC 970066 Rev Chapter 2 Configuring the Rapid Account Management System 2 0 Configuring the Rapid Account Management System Before full operation of the Rapid Account Management System can begin several areas of the program must be configured for the installation site Some of the items that require configuration are communications parameters system operators and user types 2 1 Logging In to the System Before any access to the RAMS system can be made a system operator or administrator is required to log in to the system This is accomplished by entering the operator name and password at the log in screen At installa RANS Host 52 Operator Log In os 46 58 tion only the system operator name DEBITEK with the
14. shift Debitek RAMS Host 61 21 93 Daily Shift Report 09 26 39 Report Start Date Report Start Time Report End Date Report End Time 01 21 93 60 00 01721793 23 59 LESCI f bort Debitek Rapid Account Management System Daily Shift Report ID Nunber Page 1 81 21 93 B8 BB to H1 21 93 23 59 Amount Operator 81 21 93 89 14 58 938120081 Average Joseph Carl 01 21 99 09 15 06 930120001 Average Joseph Carl 84 21 93 09 21 51 930120001 Average Joseph Carl 01 21 93 69 22 84 938128881 Average Joseph Carl Total Funds Received 38 88 Report Prepared By Total Funds Issued ADMIN ADMIN ADMIN ADMIN 18 88 on 01 21 93 at 18 17 ending date and time The default values of these fields are the starting and ending times ofthe current system operator s shift Pressing ENTER at Report End Time will cause the report to print Press ESC at any point before this to abort the report The report will list all transactions that have occurred between the times entered along with shift totals A signature line is provided for the system operator who prepared the report to sign verifying that the report totals match the funds taken in during that shift Page 22 Debitek DOC 970066 Rev Chapter 5 Generating Reports 5 3 The User Report The User option from the Report Menu is used to generate a user report The user report w
15. system This screen in forms the system operator or adminis trator whether the local QVTS the Local QUIS Doum remote QVTS or the RAMS remote is Remote System Doum Remote QUTS Doum communicating or not If communica tions are occurring normally each de LESCI Continue Debitek DOC 970066 Rev Page 29 Rapid Account Management System RAMS Operations Manual vice will report Up in the status display If any device is not communicationg its status display field will read Down To exit the communications status screen press ESC 6 4 Purge Users The Purge Users command allows Debitek RAMS Host 01721793 Purge Inactive Users 09 47 00 the system administrator to quickly and easily remove all users whose accounts are no longer active in the system The system uberes calor will notify the system administrator that Do you want to continue LANI this function will permanently remove us ers from the user database and ask for y N confirmation before proceding Press ing N or ENTER will return the system to the Utility Menu Pressing Y will cause the system to proceed The system will prompt for the number of days of inactivity required before considering an account inactive Allusers who have not made a transaction within this number of days and whose Debitek Rapid Account Management Susten Page 1 In
16. will also have their function described 1 4 4 Data Entry Area This area of the display screen will be where data is entered into the system Whenever a menu option is selected that requires the system operator to enter data a data entry box will appear inside the data entry area Also whenever the program needs to display special information to the system operator display window will apear inthis area Debitek DOC 970066 Rev Page 3 Rapid Account Management System RAMS Operations Manual 1 5 Selecting a User Record From the Database Several functions of the RAMS system require the system operator to select a user record from the database Selecting a user record can be accomplished in one of two ways The first is by supplying the program with the first few letters of the user s last name The program will then find all of the users whose names are close to the letters given and present themin alist The system operator then chooses the correct name from the list The second method of selecting a user record from the database is by providing the complete user ID In this case the user is uniquely identified by the ID and there is no need to select the record from a list Both of these methods are shown in the following sections 1 5 1 Name Search Selection When a function is selected that requires a user record from the database the system operator is presented with a window that asks for the user s last name Up to 9
17. win dow will be cleared and the menu selec tions will reappear When all accounting functions have been completed press X to return to the Main Menu The Create function of the Account Menu is used to create a new user account After selecting Create the system operator will see two windows appear in the data entry area of the Debitek RAMS Host 61 21 93 Create Account 09 24 00 Guard Staff User ID Number Maintainence Management Hot Used Lt1l Select I4 ccept LESCI f bort screen The highlighted cursor will be in the lower window which is a list of the available user types Use the N keys to move the cursor to the required user type and press ENTER The lower window will now disappear and the upper window will show the selected type The high lighted cursor will now be on the User Name field Enter the user name up to 25 characters in last name first format and press ENTER The cursor will now move to the User ID field Enter the user s ID up to 9 characters and press EN TER The N keys may be used to move from one field to another if any information needs to be changed When the system operator presses ENTER on the User ID field the system will save the record automatically To abort this operation press ESC and all data will be discarded and the system will return to the Account Menu Debitek DOC 970066 Rev Page 13
18. 66 Rev Page 23 Rapid Account Management System RAMS Operations Manual 5 4 The Roster Report The Roster selection from the Report Menu is used to generate a list of all users in the system The user name ID and type are listed along with the current account balance and the date of the last transaction made by the user Debitek RAMS Host 61 21 93 User Roster Report 63 30 03 This procedure will generate a list of ALL users in the user database Do you want to continue y N Debitek Rapid Account Management System Page 1 User Roster Report 66 60 48 86 88 to 81 21 93 89 38 Nane ID Number Type Balance Last fict Average Joseph Carl 938128881 Innate 15 58 81 21 93 Baily William Stepford 930170002 Guard B BH 81 28 93 Norton Hernan Brice 930120603 Maintainence 8 66 81 28 93 Ratchet Christine Anne 93H128MUR Staff 6 068 61 28 93 Bixby William Arnold 938121801 Inmate B BH 81 21 93 Von Slykes Ch Eduard II Management 6 068 81 28 93 Page 24 Debitek DOC 970066 Rev Chapter 5 Generating Reports 5 5 The System Report The System selection of the Report Menu is used to generate the system report This report consists of all transactions made by during a specified time period The system operator will be asked for the starting date and time sors tost J poas System Activity Report o 30 21 and the ending date and time of the report Pressing ENTER
19. Rapid Account Management System RAMS Operations Manual 3 3 Editing an Account The Edit function of the Account Menu allows an existing account to be modified After selecting this command the data entry window will ask for a user record See section 1 5 for Edit Account 14 55 05 Debitek RAMS Host 01 22 93 User Type Federal Inmate User Eslick Jason User ID Number 3012 9208 Lost Card Code 5 Transfer Limit 5 10 00 Max Card Limit 5 20 00 LF101 3aue LESCI fbort count Menu 3 4 Viewing an Account Debitek RAMS Host 61 21 93 View Account 69 21 33 User Type Inmate User Mame Average Joseph Carl User ID Number 930120001 Account Balance 20 00 Transfer Limit 10 00 Max Card Limit 20 00 Card Number Lost Card Code Last Active On 01 21 1994 LESC Cont inue details on how to select a user record After the user record has been selected the system will show the user s Lost Card Code Transfer Limit and Maximum Card Limit Use the keys to select the field to edit then type the appropriate data When all fields are correct press F10 to save the record If no changes are re quired press ESC to return to the Ac The View selection of the Account Menu allows the system operator to view the account data of a selected user After select
20. Read selection from the Card Menu allows the system operator to read a card The system will ask the system operator to insert a card If the card belongs to an account holder the users account information is displayed Debitek sans Read Card z7 10 along with the value of the card Other wise an error message will appear Press ESC to clear the error message and the User Type t 5 tek Nope Uo Slukes Ch Eduard 11 display will show the value of the card User ID Number MANAGEGOL s only When done viewing press ESC to Max Card Limit 20 00 return to the card menu Lost Card Code Card Value 5 0 00 Last Active On 01 20 1994 LESC Cont inue 4 4 Transferring Value to a User s Card The Add selection from the Card Menu allows the system operator to add value to an account holder s card After selecting this command the data entry window will ask for a user record See section 1 5 for details on how to select a user record Once the user has Debitek SUC oe been selected the system will show the accountinformation and ask for an amount Tode cann b Lic cR UR to be added This must be less than or equal E to the amount in the users account After Unlug the amount has been entered the system will ask the system operator to insert
21. active llser Purge Report Hi 38 93 18 19 User Mane ID Mumber Created Active Balance fiction Average Joseph Carl 938128881 81 28 93 81 21 93 i REVIEW Baily William Stepford 938120002 01 20 93 61 28 93 PURGED Bixby William Arnold 938121891 01 21 93 1 21 93 PURGED Morton Hernan Brice 930120083 81 20 93 81 28 93 REVIEW Ratchet Christine Anne 93H128NUR 81 28 93 81 28 93 PURGED Von Slykes Ch Eduard 11 MAMAGEBB1 81 28 93 01 2093 PURGED Page 30 Debitek DOC 970066 Rev Chapter 6 Utilities and Periodic Maintainence account balance is empty will be removed from the database A printed report will be generated listing those users removed Users with an account balance but no transaction within the specified time period will be marked for reviw An example of this report is shown below 6 5 Modify Setup The Modify Setup Menu is covered in Chapter 2 Configuring the Rapid Account Management System 6 6 Index Build The Index Build function is included as a utility to attempt to recover a corrupted database It should only be used if so directed by Debitek Customer Service 6 7 Host Mode The Host Mode selection is used to provide a means for Debitek customer service to diagnose and correct problems with the RAMS system viathe modem included in the system This allows quicker response to problems and avoids costly service calls Host mode should not be used except when directed by Debitek customer
22. e S 10 DAA TEL AUS qi eoe ardet leach cies E E E ouf ude 10 245 M dem Data Soe tel need eats 11 DA 0 ERI sh wie oio ob Od cardo os 11 2 5 Logging Ob HE Sy SUSI edo Eget atu e ui a deuda 11 DA Verte M FUNCTIONS OR Mc 13 Sel s saei a etin of oio nae Tie uide cL es 13 5 2 Creatine dn oo uie denies eel ee aan nee dU uada 13 3 3 Editing an ACCOUNE us iei toc obuia temi pie ledio pedes o taxis atado 14 34 Viewilg Account quuni nta cte ie Bi eee een ena BAe 14 REM sciunt 15 3 0 Withdrawal of P nds s uino e eder alacant veut R poena uode 15 3 0 Deleting an Account ome Hec tnde m doeet fadi ue 16 P E 17 4 I The Card Meme eere edet ee on Bie teg hae 17 4 2 Format aec etes tabu eg cet nee ee nae 17 AD T Account Cards soo eio pectet 18 22 2 Dispenser ee ir T eh we ae etna e din aedi ded pe BA dde 18 AS Read Cards ME 19 4 4 Transferring Value to a User s Card cae dinar eoe eee ae aes 19 4 5 Deducting Value from a User s Card 1 2 4 2 3 qiti te tod e dedi Globo ies dup 20 Debitek DOC 970066 Rev Page i Rapid Account Management System RAMS Operations Manual 2 0 Generatio Re poris estimer dpi vedi sagen
23. eated ADMIN 81728793 93A12 NUR Account Record Created ADMIN 41 26 93 MANAGEBE1 Account Record Created ADMIN 817208793 930120003 Account Deposit ADMIN 01220793 938126883 Account Withdrawal ADMIN 81728793 930120004 Account Record Created ADMIN 41 28 93 938126884 Account Record Deleted ADMIN 81720793 930120001 Reader Format User Card ADMIN 41 26 93 930120802 Reader Format User Card ADMIN 81728793 930120003 Reader Format User Card ADMIN 41 28 93 930126NUR Reader Format User Card ADMIN 81720793 MANAGESA1 Reader Format User Card B8 ADMIN 01220793 Reader Format Disp Cards ADMIN 01720793 14 44 System Shut Down Request ADMIN 01220793 ADMIN System Operator Log In ADMIN 81720793 System Shut Down Request ADMIN 01220793 ADMIN System Operator Log In ADMIN 41 28 93 System Shut Down Request B8 ADMIN 81728793 14 50 ADMIN System Operator Log In ADMIN 41 28 93 System Shut Down Request ADMIN 01220793 ADMIN System Operator Log In ADMIN 41 28 93 System Shut Down Request ADMIN 41 21 93 ADMIN System Operator Log In ADMIN 41 21 93 936126601 Account Deposit B ADMIN 41 21 93 938126881 Account Deposit ADMIN 41 21 93 System Shut Down Request B ADMIN 41 21 93 ADMIN System Operator Log In ADMIN 41 21 93 936126681 Account Deposit B ADMIN 41 21 93 938126881 Account
24. ed throughout the manual RAMS Rapid Account Management System Pick List A list of items that the operator may choose from System Administrator The person in charge of operating the RAMS software Only the system administrator may perform certain func tions within the system System Operator The person who is currently using the RAMS software User A person who has an account in the RAMS system Database The collection of information that includes all of the data for every account holder contained in the RAMS system Record The collection of information that includes the data for a single account holder in the RAMS system Field A single piece of information contained in a record Numeric Data Data composed solely of numbers Text Data Data that can contain both letters and numbers as well as punctuation Window An area of the screen containing information or requesting data entry This area is usually of a different color than the surrounding screen Menu A list of commands that are available to the system opera tor DCT Debit Card Terminal This device is used by the system operator to read and write cards used in the RAMS system QVTS Quick Value Transfer Station This device is used by the user to add value to a card at a remote location Debitek DOC 970066 Rev Page 1 Rapid Account Management System RAMS Operations Manual 1 2 Key Definitions Certain keys on the co
25. egin When the neri Roue c M backup is complete the system will ask Do you want to continue uANI that the operator verify the results of the 9 H backup as shown on the display If an error isreported the backup was not successful and should be repeated with a clear tape see section 6 2 3 Clear Tape for details Otherwise press a key to return to the RAMS system 6 2 2 Format Tape The Format Tape selection is used to initialize a new tape cartridge for use with the system To begin formatting a tape select F from the menu The system will ask for verification before beginning the format process After the system has shut down it will prompt the operator to insert a tape into the tape drive After this has been done press a key on the keyboard and the format process will begin When the format is complete the system will ask that the operator verify the results as shown on the display If an error is reported the format was not successful and should be repeated with a new tape Otherwise press a key to return to the RAMS system 6 2 3 Clear Tape The Clear Tape selection is used to remove old data from a tape cartridge To begin clearing atape select C from the menu The system will ask for verification before beginning the format process After the system has shut down it will prompt the operator to insert a tape into the tape drive After this has been done press a key on the keyboard
26. enu command is explained in detail below 2 4 1 Operators 10 81 92 Create Account 12 31 21 This menu allows the system administrator to de fine the system operators There are twelve system op erators including the sys tem administrator who is the first system operator in the list The system administra SPACE Change ENTER ccept ESCl bort Page 6 Debitek DOC 9700xx Rev Chapter 2 Configuring the Rapid Account Management System tor will define an eight character operator name and eight character operator password and the starting and ending times of this operators shift After the data for each system operator has been entered press F10 to save it or ESC to abandon the changes 10 81 92 Create Account 12 31 21 2 4 2 Headings There are two types of printed output generated by the RAMS system reports and reciepts The Headings Menu allows the system adminis trator to customize the head ings for each of these out SPACE Change ENTER ccept ESCl bort puts Each heading may be up to 40 characters in length and may contain data such as the institution name the system name or any other desired information To change a heading use the keys to move to the desired heading then enter the data Pressing ENTER 10 81 92 Create Account 12 31 21 will move to the next head ing After both
27. erations 1 2 0 Configuring the Rapid Account Management System Before full operation of the Rapid Account Management system can begin several areas of the program must be configured for the installation site Some of the items that require configuration are communications parameters adding system operators defining users types and so on 2 1 Logging on to the System 10 81 92 Create Account SPACE Change ENTER ccept 12 31 21 ESClz bort Screen Upon intitial insi name DEBITEK with the pa tallation ssword of name and password will allow access In order to change setup data perform account func tions or perform system maintainence the RAMS soft ware requires that a system operator log in to the sys tem This is accomplished by entering the operator name and password at the log on the only the system operator PASSWORD is defined This to the system administrator functions Type each of these entries into the space provided 10 81 92 Create Account SPACE Change ENTER ccept 12 31 21 ESClz bort followed by ENTER 2 2 The Main Menu After logging on to the Page 4 Debitek DOC 9700xx Rev Chapter 2 Configuring the Rapid Account Management System System the system operator is presented with the main menu The main menu will be the starting point for most
28. headings have been entered press F10 to save them or ESC to abandon the changes SPACE Change ENTER ccept ESCl bort Debitek DOC 9700xx Page 7 Rev Rapid Account Management System RAMS Op erations 1 2 4 3 User Types This menu allows the system administrator to define the types of users allowed in the system Up to 12 user types may be defined The data 10 81 92 Create Account entry window will show the type number the site cod for that type and the 20 SPACE Change ENTER ccept ESCl bort character type description for each user type Each description is fully customizable to accommodate the institution s needs To change a type use the keys to move to the description desired then enter that description Pressing ENTER will advance to the next description When all of the descriptions are entered press F10 to save them or ESC to abandon the changes 2 4 4 Defaults This menu allows the system administrator to set the default amounts for the user transfer limit and maximum card value The daily transfer limit is the maximum amout that a user is allowed to add to their card in a single day The maximum card value is the largest amount of value that may be present on a user s card These items will be discussed more thoroughly in Chapter X User Account Functions 2 4 5 Modem Data This menu selectio
29. ill list all transactions made by a user during a specified time period The system will prompt for astarting date and time and an ending date iS Host 01 21 93 User Activity Report 69 29 53 and time The default value of the starting date and time is midnight of the day the user account was created Pressing EN TER at Report End Time will cause the Report Start Date 91 20 93 report to print Press ESC at any point Report Start Time 00 00 Report End Date 61 21 93 before this to abort the report An ex Report End Time ample ofthe userreportis included below LESCI fbort Debitek Rapid Account Management System Page 1 Average Joseph Carl 930120801 81 28 93 88 88 to 81 21 93 23 59 Tine Transaction Description Amount Operator 01 20 93 13 53 48 Account Record Created 01 20 93 13 58 28 Account Record Deleted 91 20 93 14 08 05 Account Record Created 01 26 93 14 39 41 Reader Format User Card 61 21 93 9 14 58 Account Deposit 81 21 93 89 15 86 Account Deposit 81 21 93 89 21 51 Account Deposit 8121 93 89 22 84 Account Withdrawal H1 21 93 89 27 39 Reader Format User Card 8121 93 09 27 57 Reader Add Card Value U1 21 93 89 28 17 Reader Deduct Card Value 6 68 DEBITEK 6 60 ADMIN 6 60 ADMIN 6 68 ADMIN 18 88 ADMIN 19 88 ADMIN 16 68 ADMIN 18 8 ADMIN 6 68 ADMIN 5 68 ADMIN 6 58 ADMIN 4C Debitek DOC 9700
30. ing this command the data entry window will ask for a user record See section 1 5 for details on how to select a user record The data shown includes the following User Type User Name User ID Account Balance Transfer Limit Page 14 Debitek DOC 970066 Rev Chapter 3 Account Functions Maximum Card Limit Card Number Lost Card Code and the date of the last transaction using the account After viewing the data press ESC to return to the Account Menu 3 5 Depositing Funds Debitek RAMS Host 61 21 93 Account Deposit 03 21 47 User Type Inmate User Name Average Joseph Carl User ID Number 930120001 Account Balance 20 00 Deposit Amount LESCI fbort The Deposit selection of the Ac count Menu is used to add funds to the user s account After selecting this com mand the data entry window will ask for a user record See section 1 5 for details on Debitek Rapid Account Managament System Deposit Receipt 81721793 1 Average Joseph Carl ID Number 938128881 Deposit Operator ADMIN Receipt BHBBHY how to select a user record The data entry window will ask for a deposit amount Type in the amount followed by ENTER The system will add the amountto the account and print a receipt See below for an example of the deposit receipt Account Withdrawl 09 21 58 Debitek RAMS Host 61 21 93 U
31. is menu selection allows the programming ofthe modem initialization string and the modem answer string These selections are specific to the modem used and are preset by Debitek atthe time of shipment Do not SMS Deci 01722793 Edit Modem Data 14 57 03 change these settings without consulting Debitek Customer Service Modem Initialization String Modem Dialing String ATDT1021 LF101 3auce LESCI fbort 2 4 6 Exit The menu selection will exit the Modify Setup menu and the system will return to the Utility Menu 2 5 Logging Out of the System When the system administrator or a system operator has completed their activities with the system they should log out to prevent unauthorized personnel from having access Press X toexitfrom each menuuntil the main menu nas Host 01 22 93 Operator Log Out 14 55 44 1S displayed At this point select L to log out A window will appear in the data entry area asking to confirm logout Press Y or ENTER to confirm or press N to re main logged in If Log out is confirmed the system will return to the log in screen ___ waiting for the next operator to access the system Debitek DOC 970066 Rev Page 11 Rapid Account Management System RAMS Operations Manual This page intentionally left blank Page 12 Debitek DOC 970066 Rev Rapid Account Management System RAMS Op
32. led upon to enter data This data could be numerical text or even Page 2 Debitek DOC 970066 Rev Chapter 1 Terms and Conventions asimple Yes or No answer Data is entered by typing the requested information directly into the field provided Press ENTER to accept the data typed or ESC to discard it Press BACKSPACE to erase the last character typed 1 4 Screen Area Definitions Menu Selection Area Menu Title Date Time Area Debitek RAMS Host 01721793 Operator Log In 08 46 58 a Operator Name ADMIN Operator Password _E Data Entr y Valid Key Area The display screen of the RAMS program is divided into four areas Each of these areas is used to convey certain information to the system operator A sample screen is shown below and a brief explanation of each area is provided 1 4 1 Menu Selection Area Thisareacontainsalistof menu selections that the system operator may use during the operation of the program The highlighted character of each selection is the key the system operator must press in order to perform the function listed 1 4 2 Menu Title Date Time Area This area provides the dual purpose of telling the system operator the name of the current menu as well as the current date and time 1 4 3 Valid Key List This area provides the system operator with a list of the keys which may be pressed during this function Special keys
33. ll be formatted with the user data and ejected The system will then return to the Card Menu The Dispenser selection from the Format Cards Menu allows the system admin istrator to format cards to be placed into a Debitek Cash to Card with Dispenser The Format Dispenser Cards 03 26 07 Debitek RAMS Host 61 21 93 User Type Staff Card Value 5 0 00 Card Count o Inmate Not Used Guard Not Used Maintainence Hot Used aes Not Used Management 2 282 Not Used Hot Used Not Used T11 Select 141 ccept LESC fibort system will present the system administra tor with a list of user types to select from Use the N keys to select the appropriate user type then press ENTER to accept it The system then asks for the value that will be placed on each card Type the amount required then press ENTER to accept the value The system will now request the system administrator to insert acard After the card has been inserted it will be formatted and ejected The system will then ask for the next card to be in serted A window in the Data Entry area will keep track of the number of cards formatted When the desired number of cards have been formatted press ESC to return to the Card Menu Page 18 Debitek DOC 970066 Rev Chapter 4 Card Functions 4 3 Read Cards The
34. mputer keyboard have a special function within the Rapid Account Management System When this manual directs the system operator to press one of these keys the key name will be displayed enclosed inside of square brackets ie and The keys most often used are listed below ENTER This key is used to enter data into the system 4 This is another form of notation for the ENTER key ESC This is the Escape key It is used to exit the current opera tion without saving any changes F1 F10 There are ten Function Keys located along the top row of the system keyboard The most commonly used of these is the F10 key which is used to save modifications to data y N and Y n This indicates a yes or no choice is to be made Press Y for yes N for no or press ENTER and the choice that N is capitalized will be selected automatically The Up and Down arrow keys are used in a pick list Use the keys marked with the Up and Down arrows to move the highlight bar to the desired entry then press ENTER to accept it BACKSPACE This key is used to remove the last character that was typed by the system operator PAGE UP This key causes the system to display the previous page of data PAGE DOWN This key causes the system to display the next page of data 1 3 Data Entry Conventions There will be times during the operation of the Rapid Account Management System that the system operator will be cal
35. n allows the programming of the modem initialization string and the modem answer string These selections are specific to the modem used and will be preset by Debitek at shipment Do not changed these settings without consulting Debitek Customer Service 2 4 6 Exit The menu selection will exit the Modify Setup menu and the system will return to the Utility Menu 2 5 Logging Out of the System Page 8 When the system administrator or a sUSb ke S RISES 0 completed their activities with thr system should log out Chapter 3 Account Functions 3 0 Account Functions The Account Menu available from the Main Menu allows the manipulation of user account data New accounts may be created old accounts deleted or modified Each function of the Account Menu is explained below using a sample account 3 1 The Account Menu The screen shown below 15 the Account Menu Each of the operations shown allow auser s account to be manipulated To access the function required press the highlighted letter shown Debitek RAMS Host 61 21 93 Account Menu 69 13 15 peate pit jieu E Jeposit i Delete Emit 3 2 Creating an Account on the menu selection bar The menu selections will disappear and the appropri ate window will appear in the Data Entry area After the data has been entered or the function performed the data entry
36. n of the Ac count Menu is used to remove a user s account After selecting this command the data entry window will ask for a user record See section 1 5 for details on how to select a user record After selecting the user the system will make sure that no funds are present in the user s account If funds are present an error message will be displayed Press ESC to clear the mes sage Abort this function and use the withdraw function to remove the funds If the account is empty a window will appear in the data entry area requiring confirmation Press Y to confirm deletion press N or ENTER to keep the account Page 16 Debitek DOC 970066 Rev Chapter 4 Card Functions 4 0 Card Functions The Card Menu available from the Main Menu allows the system operator to manipulate a user s card Each user in the system will have a card which will be used for vending meals and other purposes unique to each institution Functions in the Card Menu allow the creation and maintainence of each user s card 4 1 The Card Menu The Card Menu allows functions such as formatting a new card adding value removing value or viewing an existing card Each of these functions is explained in detail in the sections that follow along with example screens MESURE eram nen 93 24 53 Showing each function Jermat ead Jeduct Emit i 4 2 Format Cards The Format Card function of
37. password of PASS WORD is defined This name and pass word will allow access to the system ad ministrator functions Type each of these Operator ADMIN Operator Password EEEZEZE entries into the space provided followed 2 2 The Main Menu After logging in the system operator is presented with the main menu The main menu will be the starting point for most of the chapters that follow This menu allows access to account functions card functions reporting func EC ERI 99 17127 tions and utility functions System con figuration items are located in the Utility by out Menu To access the Utility Menu press PT i U i gerd Debitek Rapid ficcount Management System depot Host System Uersion 1 00 00 ptit I Copyright C 1993 Debitek Incorporated Chattanooga Tennessee Bhutdown Debitek DOC 970066 Rev Page 7 Rapid Account Management System RAMS Operations Manual 2 3 The Utility Menu The Utitlity Menu contains commands dealing with system maintainence and configura tion These commands will be covered fully in Chapter 6 Utilities and Periodic Maintainence The Debitek RAMS Host 61 21 93 Utility Menu 09 44 23 Menu E Tomm Status juu Users i iex Build b Mode Emit i 2 4 The Setup Menu Modify Setup command however is re
38. ser Type Inmate User Name Average Joseph Carl User ID Number 930120001 Account Balance 30 00 Withdrawal Amount LESCI fbort 3 6 Withdrawal of Funds The Withdrawal selection of the Account Menu is used to deduct funds from the user s account After selecting this command the data entry window will ask for a user record See section 1 5 for details on how to select a user record Debitek Rapid Account Managament System Withdrawal Receipt 09 22 04 81 21 93 Average Joseph Carl ID Number 938120061 Mithdraual 9 18 88 Operator ADMIN Receipt BHBBHBS Debitek DOC 970066 Rev Page 15 Rapid Account Management System RAMS Operations Manual After selecting the user the data entry window will ask for a withdrawal amount Type in the amount followed by ENTER The system will deduct the amount from the account and print areceipt See below for an example of the withdrawal receipt Debitek RAMS Host 61 21 93 Delete Account 69 24 38 User Type Inmate User Mame Bixby William Arnold User ID Number 930121001 Account Balance 0 00 Transfer Limit 10 00 Max Card Limit 5 20 00 Card Number 9 Lost Card Code Last Active On 0172171993 EE a Delete user account y N LESC Cont inue 3 6 Deleting an Account The Delete selectio
39. service Debitek DOC 970066 Rev Page 31 Rapid Account Management System RAMS Operations Manual This page intentionally left blank Page 32 Debitek DOC 970066 Rev In dex Tex Symbols BACKSPACI ENTER 2 ESC 52 F10 2 F8 4 PAGE DOW PAGE UP A Account B Account Card Numb D GI ca N N 2 2 alance 14 ards 17 er 14 Data Entry Area 3 Database DORT 4 1 Debitek Cash to Card with Dispenser 18 Dispenser cards 17 Down Arrow 2 F Field 1 Format 17 H Host mode L Lost Card M Max Card 31 Code 14 Limit 10 14 Menu Selection Area 3 Menu Title Date Time Area 3 Modem 31 N Numeric D P Pick List ata 1 1 Rev Debitek DOC 97066 Index A Rapid Account Management System RAMS Op erations Manual Q QVTS 1 29 R RAMS Receipt 8 l5 19 20 Record 1 Report 22 23 30 Report headings 8 S System Administrator 1 System Operator 1 T Tape backup 27 Tape cartridges 27 Text Data 1 Transfer Limit 10 14 U Up Arrow 2 User 1 User ID 14 User Name 14 User Type 8 14 V Valid Key List 3 W Window 1 Index B Debitek DOC 97066 Rev
40. t a receipt will be printed and the card will be ejected The system will then return to the Card Menu Debitek Rapid Account Managament System Deduct Value Receipt 09 28 17 81 21 93 Average Joseph Carl ID Number 938120061 Deduction Operator ADMIN Receipt 648618 Page 20 Debitek DOC 970066 Rev Chapter 5 Generating Reports 5 0 Generating Reports The Rapid Account Management System is capable of generating several reports ranging from single user transaction logs to system wide financial reports The Reports Menu provides access to these reporting functions The following sections will cover the generation and format of each report type 5 1 The Report Menu The Report menu available from the Main Menu allows the system operator or administratorto generate a variety of reports Available reports include shift reports user reports user rosters and system reports Each Debitek sans Report Menu exzwz7 report type along with the report gener ated is covered in the following sections Bu ift pester Sfstem Emit i Debitek DOC 970066 Rev Page 21 Rapid Account Management System RAMS Operations Manual 5 2 The Shift Report The Shift option from the Report Menu will generate a shift report of all transactions performed during a shift The system will prompt for the shift starting date and time and the
41. the Card Menu allows the system operator to format a new card for a user After selecting F from the Card Menu the system will display the Format Card Menu This menu will allow the system Host overs Format Card Menu o3 z5 05 operator to select whether to format ac count cards or dispenser cards Account LL cards are those cards assigned to a user who has an account in the RAMS database ERit Dispenser cards are the cards purchased from a card dispenser for use by guests of the institution Dispenser cards may only be formatted by the system administrator Debitek DOC 970066 Rev Page 17 Rapid Account Management System RAMS Operations Manual 4 2 1 Account Cards The Account selection from the Format Cards Menu allows the system operator to format a card for an account holder After selecting this command the data entry Format Account Card 69 25 28 Debitek RAMS Host 61 21 93 User Type Inmate User Name Bixby William Arnold User ID Number 930121001 a Insert Card LESCI fbort 4 2 2 Dispenser Cards window will ask for a user record See section 1 5 for details on how to select a user record Once the user has been se lected the Data Entry area will display a message directing the system operator to insert a card The system operator will then insert a card into the DCT The card wi
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