48-102053 CashView User Manual Iss 3
Contents
1. Ready User Engineer Status Connected R WINT PC Service Running Figure 2 5 Status bar 48 102053 CashView User Manual Iss 3 Page 7 of 30 volumatic Intelligent Cash Handling 3 Events Tasks 3 1 Viewing events CashView User Manual BM VI 2 THE QUEEN S AWARDS FOR ENTERPRISE INNOVATION 2011 To view the event log of an individual CCi either double click on the CCi icon in the Plan view or click to select the CCi icon and click View events The events view window is displayed as shown below K l Events View Till 1 Number Time Long Lion Lion Lion 004 Lions 006 i 007 008 Long 3010 ou 14 07 11 15 45 59 14 07 11 15 45 04 14 07 11 15 46 12 14 07 11 15 46 16 14 07 11 15 46 17 14 07 11 15 46 20 14 07 11 15 46 23 14 07 11 15 46 27 14 07 11 15 46 32 14 07 11 15 46 37 14 07 11 15 46 41 14 07 11 15 46 45 Event New Pouch ID Carrier Inserted Door Closed Reset Completed 50 00 Stacked 10 00 Stacked 20 00 Stacked 20 00 Stacked 5 00 Stacked 10 00 Stacked 5 00 Stacked 20 00 Stacked Events displayed 12 User 23866 7F 4000000CF 23866 7F 4000000CF 13866 2 4000000CF 23866 7F 4000000CF 23866 7F 4000000CF 238667 4000000CF 23866 7F 4000000CF 23866 7F 4000000CF 23866 7F 4000000CF 23866 7F 4000000CF 23866 7F 4000000CF 386675 4000000CF Selected 0 Figure 3 1 Events view To view an individual pouch or ev2. 16 Figure 6 6 Report manager Save report 18 Figure 6 7 Report permissions a a aras aasrsssssssssasssssa 19 Figure 6 8 Find NI EE 19 Figure 7 1 Report Wizard SCION a 20 Figure 7 2 Create new report template screen 21 Figure 7 3 Report Template Time Period Months 21 Figure 7 4 Report Template Time Period Week 22 Figure 7 5 Report Template Period Dave 22 Figure 7 6 Report Template Period Hours 23 Figure 7 7 Report Template Manager screen 25 Figuro STN Ive 27 12 10 2012 48 102053 CashView User Manual Iss 3 Page 3 of 30 FOR ENTERPRISE INNOVATION volumatic CashView User Manual 2 Intelligent Cash Hand 1 Overview 1 1 INTRODUCTION This guide describes how to use the PC based CashView software Pre requisites to using this guide e CashView software has been installed following the instructions in the CashView Installation Manual e One or more CCi units are powered and connected to the CashView Server PC by an Ethernet network 1 2 SPECIFICATION CashView is a client server application that enables the day to day management reporting and analysis of an estate of networked CCi devices The software specification is liable to change in future Ensure you have the correct version o
3. 12 10 2012 48 102053 CashView User Manual Iss 3 Page 29 of 30 t gt ic x K volumatic CashView User Manual OC FOR ENTERPRISE Intelligent Cash Han STATUS CONDITION The CCi has reached its preventative maintenance limit A Warning service visit is recommended to perform routine CCi maintenance Unable to contact device Data collection for the device has been stopped The CCi has been removed from the system but still appears on the currently loaded plan Either restore the CCi Unknown u via the Device Management screen or update and save the plan The client application has lost connectivity to the database Unknown backend No information can be viewed about the CCi at this time E CCi has recorded an event log full condition or has rror we developed a fault requiring a service visit 12 10 2012 48 102053 CashView User Manual Iss 3 Page 30 of 30
4. e Select the user s to calculate totals for in the report e On the Report options screen ensure that the Display Grand total User grand total User subtotals and User Unit subtotal options are ticked The other options can be left unticked e Click Finish to generate the report 6 3 4 Report customisation example 2 Operator accountability is being used to share a CCi device between two tills To generate a trading report that focuses on the cash takings per till do the following e Select the user s representative of till points in this example to calculate totals for in the report e On the Report options screen ensure that the Display Grand total and User Grand total options are ticked The option options can be left unticked e Click Finish to generate the report 6 3 5 Select users If Operator Accountability support is enabled select the users to which the report should be restricted to Note Having no users selected is equivalent to having all users selected i e the report total will include all CCi transactions Refer also to the Global setup options section of document 48 101971 CashView Administrator User Manual for further details on customising the report setup 6 3 6 Save report defaults Optionally tick Save settings as user default to re use the selected settings by default the next time the user needs to generate a trading report If this option is selected the date range selection is stored as an offs
5. transfer to a back office safe or to the bank The report contains identification of the CCi units from which each pouch originates and a grand total summary Report Wizard Banking Report Create a report on all pouches removed in the period between fE 07 2011 H and 14 07 2011 El 9 Use calendar period above 0 Use trading period Indude pouches marked as EXCLUDED Save settings as user default Clear defaults Finish Figure 6 3 Banking report final screen 6 2 1 Report time range The time range of the report can be configured to use a start and end calendar date or the trading period configured for the location to which the selected device s belong 6 2 2 Save report detaults Optionally tick Save settings as user default to re use the selected settings by default the next time the user needs to generate a banking report If this option is selected the date range selection is stored as an offset from the current system time 6 2 3 Generate report To generate and preview the report click Finish If print preview was disabled in a previous step you will be prompted to select a printer to print the report from 48 102053 CashView User Manual Iss 3 Page 15 of 30 volumatic CashView User Manual 2 THE QUEEN S AWARDS F FOR ENTERPRISE Intelligent Cash Handling INNOVATION 2011 6 3 Trading Report This report is used to calculate cash totals deposited at each CCi across a user definable d
6. 10 2012 48 102053 CashView User Manual Iss 3 Page 6 of 30 volumatic CashView User Manual 2 Intelligent Cash Handling 12 10 2012 INNOVATION Pouch Cash summary display Displays the current cash total subdivided into currencies and denominations for the currently selected device s Past pouches for a single selected device can also be viewed Device Details Location default Name Till 1 Cash summary Pouch ID Z Status DE Inserted 14 07 11 15 33 58 Removed active gt 5 fz 10 00 10 1 10 00 20 13 0 00 50 1 50 00 TOTAL 5 50 00 w 2 14 07 11 15 35 active Figure 2 3 Pouch cash summary Cash totals summary Displays plan grand total current layout page total and current selected device s total by currency for the last trading period or current trading period depending on trading period definition For more information on setting up locations and trading periods refer to the Location Administrative Tasks section of document 48 101971 CashView Administrator User Manual Grand total 185 00 1 Selected items total 90 00 Layout total 290 00 Figure 2 4 Cash totals summary Status bar Displays client status information including current logged on user DB connection status and gatherer service status For more information refer to the Server Administrative Tasks section of document 48 101971 CashView Administrator User Manual
7. 48 102053 CashView User Manual lss 3 Page 19 of 30 volumatic CashView User Manual 2 FOR ENTERPRISE Intelligent Cash Handling vo VQMWSWIYu IQQ QID QN9 L RQ FA Pb NNNRN NN L RhL a Q Q INNOVATION 7 Report Template Tasks Report templates extend the capability of the reports wizard giving you the ability to setup templates to pre define the report you require over the time period you require Report templates allow you to for example produce a trading report for yesterday produce a banking report for all pouches removed last week or view the cumulative trading total in the last month All in fewer mouse clicks than using the report wizard Saved report templates can be run from any CashView workstation Tip For rapid access to a pre defined report template add the template to the Quick Reports menu 7 1 Create new report template On the Menu Reports gt Report Wizard Select the report type you wish to create from the list below and dick Next to continue Reports available K Create new Trading data report te report Banking report V Preview report before printing Figure 7 1 Report Wizard screen 7 1 1 Getting started Select the icon Create new report template and click Next gt Similar to the existing Report wizard you will be asked what type of report you want to base the template on 12 10 2012 48 102053 CashView User Manual lss 3 Page 20 of 30 volumatic
8. 5 7 3 EDI REPORTI TEMPLATE E 25 7 4 ADD REPORT TEMPLATE TO QUICK REPORTS MENU 25 7 5 REMOVE REPORT TEMPLATE FROM QUICK REPORTS MENU 26 POLE SiS eae sue G S u u i D i u gt E 27 ENGS 29 12 10 2012 48 102053 CashView User Manual Iss 3 Page 2 of 30 volumatic CashView User Manual Wi FOR ENTERPRISE INNOVATION Table of figures Figure 2 1 Login Ee TER 5 Figure 2 2 EE e E 6 Figure 2 3 Pouch cash summary E 7 see EG Eee EE ga y un usoasuaanassasuaaqaqasnanaskuskanqanasmanaqustqa apsaaphaqkuaqaaqasanahuss 7 Figure 2 5 Status DAM ee eecccceececeeeeeseeeeceeeeeceeeeceeeeeseeeeceeeessaeeeseueeseaeeesecessaeeesueesseeeeseneesseeeas 7 Fig re 3 1 Events TEE 8 Figure 3 2 Pouch details a a ara rasrrsrsrsssssssssssssass 8 Figure 3 3 Individual event details 9 Figure 3 4 Events view filter a a arar asrsssssssssssssssasssssasss 9 FET SEP Nr 12 Figure 5 1 Plan manager n nnennannannenoanonnnrrrnrrrrrnrrnrrarrnrrurrnrrarrnernrrnrrnrrnrrnrrnrrarrurrnerneruerrernerne 13 Figure 6 1 Report wizard Start screen a r 14 Figure 6 2 Report wizard select devices a 14 Figure 6 3 Banking report final screen a 15 Figure 6 4 Trading report final screen a 16 Figure 6 5 Trading report output OPTIONS a
9. Intelligent Cash Handling CashView User Manual Create new Report Template Select the report you wish to base this template on and click Next to continue Fa Banking report Trading data report Figure 7 2 Create new report template screen HM Wd 2 THE QUEEN S AWARDS Q FOR ENTERPRISE INNOVATION Select the report type and click Next gt Again similar to the Report wizard you will need to select the range of devices the report template will be based on Make your selections and click Next gt 7 1 2 Template time range You will now be prompted to select on what time period the template should be based Hours Days Weeks or Months Different options are available with each of these to allow you to customise the template to your requirements At any time you can see the results of your selections in the Current report time range box This box displays the time period the template would use if it was run right now to generate a report 12 10 2012 Create new Report Template Banking report Select report time span Start time 12 00 End time 12 00 Use end of day E Start from January months aqo months ago From 1 To Startday 1 Always use last day of month Endday 1 Current report time 01 05 12 12 00 00 to range 30 06 12 12 00 00 Report warnings Figure 7 3 Report Template Time Period Months 48 102053 CashView User Manual Iss 3 On screen and in re
10. ash title bar The title bar task bar entry is flashed but the Alerts window is not brought in front of other application windows e Do nothing The Alerts window is updated with alert information but does not change State l e No visibility change foreground change or title bar flash Changes to the above setting are immediately saved as the user s default setting when next logging on 12 10 2012 48 102053 CashView User Manual Iss 3 Page 28 of 30 volumatic CashView User Manual 2 FOR ENTERPRISE Intelligent Cash Handling WMM INNOVATION 9 Icon glossary STATUS CONDITION IGON Operator accountability enabled O O O A Inhibited Waiting for i button Inhibited Carrier removed Inhibited Currently receiving software update Inhibited Full has been reached for either pouch value or note count The CCi has been inhibited e g typically for a spot check cash reconciliation The CCi will not accept any notes until it is re enabled Inhibited The CCi is inhibited because the current pouch is suspect The following choice of actions are available Use CashView to instruct the CCi to continue existing pouch start a new pouch or physically change the pouch Inhibited Current pouch marked as suspect Depending upon pouch recovery setting may initially be inhibited or enabled Warning Warning limit has been reached for either pouch value or Warning note count Able to continue until Full reached
11. ate and time range Report Wizard Trading data report Create a report on all cash taken between 14 07 2011 BE 00 00 14 07 2011 aly 23 59 Report options Using Trading period Custom date time range Include only the following user s Engineer ve setings as user defaut Figure 6 4 Trading report final screen 6 3 1 Report time range Select the date time range in which cash totals should be calculated The date time range selected will be used inclusively 6 3 2 Customising the report To customise the report output click Report options Report Options Options Select report components to be induded in the report output Print the subtotal of cash taken for each unit Pouch details Print the details of pouches whose cash content forms part of the report Display Grand total Print the grand total for the report E User Grand total Display individual denominations User subtotals Print the subtotal of cash taken per user per unit User Unit subtotal Display individual denominations Figure 6 5 Trading report output options 12 10 2012 48 102053 CashView User Manual Iss 3 Page 16 of 30 volumatic CashView User Manual Wi 12 10 2012 FOR ENTERPRISE INNOVATION 6 3 3 Report customisation example 1 Operator accountability is being used for multiple operators sharing a CCi or CCi s To generate a trading report that focuses on the cash takings per user do the following
12. cted the Auto login next time check box is enabled Tick this box to enable future logins to proceed directly to the Main screen 12 10 2012 48 102053 CashView User Manual Iss 3 Page 5 of 30 EH VI volumatic CashView User Manual gt Intelligent Cash Handling INNOVATION 2011 2 3 Main Screen Once logged in the following main screen is displayed J Cash View Shop Volumatic era File Edit View Reports Tools Help k a 14a volumatic Intelligent Cash Handling Device Details 9 Location default Name Till 1 Cash summary Pouch ID 2 a Status OK Inserted 14 07 11 15 33 52 Removed lt active gt 5 2 10 00 10 1 10 00 20 1 20 00 50 1 50 00 TOTAL 5 90 00 2 14 07 11 15 33 active v 14 07 11 15 40 Grand total 185 00 1 Selected items total 90 00 Layout total 290 00 Ready User Engineer Status Connected R WIN7 PC Service Running Figure 2 2 Main screen The Main screen can be divided into the following sections which are described below e Plan view e Pouch Cash summary display e Cash totals summary e Status bar Plan view Provides a top down bird s eye view of a group of CCi devices across multiple pages pages are represented by tabs across the top of the plan view Device icons are updated periodically to reflect device status Device icons can be re arranged by drag and drop or cut and pasted between plan pages 12
13. d e Report Templates Look in Root m KS ES 1 lt lt Cumulatve Yesterdays total to end trading total G Pouches banked Template name Figure 7 7 Report Template Manager screen Delete report template On the Menu Reports gt Templates Find the report template s that you wish to delete Ctrl select and Shift select can be used for multiple selection Right click on the selection and choose Delete Confirm the deletion prompt The selected report template s will be removed from the quick reports menu and deleted Edit report template On the Menu Reports gt Templates Find the report template that you wish to edit Right click on the selection and choose Edit template A wizard interface similar to the create report template interface you originally used to create the template will be displayed Make the modifications you require to the template To save changes proceed to the last page of the wizard and click Save Add report template to quick reports menu On the Menu Reports gt Templates Find the report template to be added to the quick reports menu Right click on the report 48 102053 CashView User Manual Iss 3 Page 25 of 30 volumatic CashView User Manual 2 FOR ENTERPRISE Ili Ca 1 ans t Intelligent Cash Handling INNOVATION template and choose Add to Quick reports menu new entry will appear under the quick reports menu with the same name as the
14. d in the printed report output The behaviour of any warnings can be modified using the following options On screen and in report output The default report behavior Any errors warnings will be displayed on screen and in report output when the report has been run In report output only Any errors warnings will appear in the report output only Ignore don t display All errors warnings will be suppressed from both the screen and report output Whilst this is the least intrusive option it also inhibits the source of any possible value differences from being identified as a result of loss of CCi contact for example 48 102053 CashView User Manual Iss 3 Page 24 of 30 volumatic CashView User Manual 2 Intelligent Cash Handling 7 2 7 3 7 4 12 10 2012 FOR ENTERPRISE INNOVATION 7 1 5 Report parameters Finally the report settings screen specific to the selected report type will be displayed Refer to the previous Report Wizard sections of this manual for more information on the available report types 7 1 6 Saving the template Once satisfied with all the parameters set up in the template click Save The Report Template Manager screen will be displayed enabling you to save the template with a name of your choice The operation of the Report Template Manager window is equivalent to the previously defined Report Manager and Plan Manager windows and enables you to rename copy and delete existing items as require
15. ect the report type you wish to create from the list below and click Next to continue Reports available Trading data report Report version 2 4 L319 Description Produce printed report of cash taken per device for the specified period of time Preview report before printing Figure 6 1 Report wizard start screen The report wizard is designed such that future report modules can be plugged in and accessed through the wizard interface Select the type of report required and click Next gt Optionally untick Preview report before printing to send the report directly to the printer selected at the end of the report wizard Select the range of CCi devices to be included in the report CCi s can be selected by location by current plan page or individually as required Click Next gt Refer to the following sections to complete the report wizard and generate the desired report Report Wizard Trading data report Select from the list of devices you would like to include in the report By location Location Fl default 19137 Cove ntry ke 242 Raynes Park 119 Chesterfield Figure 6 2 Report wizard select devices 12 10 2012 48 102053 CashView User Manual Iss 3 Page 14 of 30 volumatic CashView User Manual K Intelligent Cash Handling FOR ENTERPRISE INNOVATION 6 2 Banking Report 12 10 2012 This report is used to generate a list of past pouches removed from the CCi device s ready for
16. either double click on the alert entry or right click on the CCi icon and choose Suspect Pouch From the suspect pouch screen select The same pouch has been left in and click OK Once the action has been completed the suspect pouch event will disappear from the Alerts window You can continue to use the CCi as normal The suspect pouch will remain marked as suspect in the CCi memory and the CashView DB 12 10 2012 48 102053 CashView User Manual Iss 3 INNOVATION Page 12 of 30 volumatic CashView User Manual KM Intelligent Cash Handling 5 Plan Tasks 5 1 Loading a plan On the menu File gt Plan Manager In the Plan Manager window browse to the required plan and either double click to open it or select the plan file and click Open Plan Manager o Look in P x E v Engineer s VIEW 3 Supervisor s view Figure 5 1 Plan manager 5 2 Print Plan Layout On the menu File gt Print Preview Current Layout Print Current Layout This will print print preview the currently displayed layout including details of the CCi devices on the current layout 12 10 2012 48 102053 CashView User Manual Iss 3 Page 13 of 30 volumatic CashView User Manual 2 n FOR ENTERPRISE Intelligent Cash Handling WMM INNOVATION 2011 6 Report Tasks 6 1 Report Wizard On the Menu Reports gt Report Wizard The start of the report wizard is displayed as shown Report Wizard Ea Sel
17. ent record in more detail either double click on the pouch event item or right click on the item and choose Details Pouch Details Inserted date time Removed date time Number Comments 14 07 11 15 44 49 14 07 11 15 45 59 5 E K Till 1 Exclude pouch from report output engineering pouch Figure 3 2 Pouch details 12 10 2012 48 102053 CashView User Manual Iss 3 137 Coventry Page 8 of 30 volumatic CashView User Manual 2 FOR ENTERPRISE Ili Ca 1 ans t Intelligent Cash Handling INNOVATION Event Details 14 07 11 15 45 37 Number 8 Event 10 00 Stacked Description A note or notes have been stacked Data User 03020004 17 00 00 00 Orange Figure 3 3 Individual event details To view events from multiple pouches simultaneously hold down Ctrl or Shift whilst selecting pouches from the pouch list Sort the events as required by clicking on the column headers at the top of the displayed events list Columns can be sorted in ascending or descending order 3 2 Filtering events Displayed events can be filtered in several ways 3 2 1 Event type To filter on event type select one of the event groupings from the Filter events dropdown box The following options are available e Normal events Only events considered to be part of normal operation are displayed e g cash stacked door open carrier inserted etc e Suspicious events Only events indicating
18. et from the current system time 6 3 7 Generate report To generate and preview the report click Finish If print preview was disabled in a previous step you will be prompted to select a printer to print the report from 48 102053 CashView User Manual Iss 3 Page 17 of 30 volumatic CashView User Manual 2 FOR ENTERPRISE ellige ant Intelligent Cash Handling INNOVATION 2011 6 4 Saving reports On the menu Reports gt Saved Reports You can save the result of a report for later viewing and printing from any CashView client workstation 6 4 1 Save report To save a report the report output must be currently displayed in a print preview window Click Save on the toolbar and in the Report Manager window enter the desired file name and folder for the saved report The report file will be saved to the CashView server Q Report Manager bads Lookin Groot RE M Banking report Banking report 13 July iit 10 July 11 Report name Figure 6 6 Report manager save report 6 4 2 To view print a saved report Open the Report Manager window via the main menu Navigate to the desired report file and double click to open The preview of the saved report will be displayed Click Print on the toolbar to print the report 12 10 2012 48 102053 CashView User Manual Iss 3 Page 18 of 30 volumatic CashView User Manual 2 FOR ENTERPRISE Intelligent Cash Handling WMM INNOVATION 6 4 3 Saved report perm
19. f this documentation and that it applies to the corresponding software version see below 1 3 APPLIES TO e CashView Client Server R1 6 12 10 2012 48 102053 CashView User Manual Iss 3 Page 4 of 30 volumatic CashView User Manual o Intelligent Cash Handling WMM INNOVATION 2 Getting Started 2 1 Login Launch the CashView client application via the shortcut on the Desktop or via its corresponding Start Menu entry Once the client has connected to the CashView server the following login screen is displayed volumatic Intelligent Cash Handling UserID ij Password Enter Password Auto login next time Connected to R WIN PC Figure 2 1 Login screen Enter or select your appropriate user to login as If a password is required fill in the accompanying password field For some of the tasks described in this guide a user with the Supervisor access level is required More details about user setup can be found in document 48 101971 CashView Administrator User Manual Click Login to proceed If login is successful the Main screen will be displayed If you are unable to login make a note of the error message displayed and refer to the troubleshooting section of document 48 101971 CashView Administrator User Manual 2 2 Auto Login To take advantage of the auto login feature you must be able to login with a CashView user account that matches your Windows user account When a suitable user account Id is sele
20. fter a pouch is marked suspect CashView will show the pouch s suspect status on the Main screen on the Events View screen and on the banking report where the pouch information is used The CCi icon in the plan view will also be updated for the current suspect pouch However no user intervention is required 4 2 2 Inhibit suspect pouch When the CCi is configured to go into an inhibited disabled state as a result of a suspect pouch CashView will pop up an Alert window reflecting the suspect status of the current pouch s the user you have the following choice of actions either e Physically change the pouch to clear the suspect pouch condition Handle the removed suspect pouch as required according to your cash process e Ifyou have already removed the suspect pouch In CashView either double click on the alert entry or right click on the CCi icon and choose Suspect Pouch From the suspect pouch screen select A new pouch has been fitted and click OK 48 102053 CashView User Manual Iss 3 Page 11 of 30 CashView User Manual volumatic Intelligent Cash Handling Suspect Pouch Till 1 Action required The unit will not continue until you confirm that SHARE ERE e EERE EERE EEEREES EERE ERE E EERE ennen FAA e EERE EERE EERE EEE E EEE E REESE TEESE EEEEEESESEE SESE REE R EERE SHEER or The same pouch has been left in Figure 4 1 Suspect Pouch screen e Ifthe pouch is still in the CCi In CashView
21. issions Permissions on individual saved reports can be set to restrict access to selected users To set who can access a saved report right click on the file and click Permissions Add a check mark against each user who may access the report and click OK Note Only supervisor level users and above may access CashView reports For more information on user authority levels refer to the User authority levels appendix in document 48 101971 CashView Administrator User Manual Trading report for week 11 Permissions Users The following list displays users permitted to access the selected objectis Name filter User name to search for Er User name Id Engineer Engineer EH Orange orange E Blue blue ET Ee Purple purple E Yellow yellow E supervisor supervisor al Operator operator Figure 6 7 Report permissions 6 5 Find pouch On the menu Reports gt Find Pouch Use the find pouch facility to find the originating CCi and other details about a pouch from its id Q Find Pouch eE E id eg f tosearch for 3 Location D ID S Inserted Removed Se 137 Coventry Tili 3 OK 14 07 11 15 42 52 14 07 11 15 43 51 Pouches found 1 O Cancel Figure 6 8 Find pouch Enter the pouch id and click Search The matching pouch record if one exists will be displayed in the results list Double click on the pouch entry to view its events details in the Events View 12 10 2012
22. mplate Period Hours 7 1 3 Template time range examples The time period to be used by the report template is a fundamental part of the report along with the actual report type The flexibility in determining the required time range is demonstrated in the following examples 1 A trading report illustrating cash take cumulatively from the beginning of the current month A banking report illustrating pouches collected over the past week A banking report illustrating pouches collected over the past week week beginning Monday 4 Atrading report illustrating yesterday s cash take 5 A trading report illustrating cash take so far today Example 1 Create a new report template select the report type Trading report After selecting the devices for inclusion in the report set the following parameters Report time span Months Start time 00 00 Use end of day Checked Start from Unchecked From months ago 0 To months ago 0 Start day 1 Always use last day of month Checked Report warning In report output only warnings will only appear in report and not on screen 12 10 2012 48 102053 CashView User Manual Iss 3 Page 23 of 30 volumatic CashView User Manual Wi 12 10 2012 FOR ENTERPRISE INNOVATION Example 2 Create a new report template select the report type Banking report After selecting the devices for inclusion in the report set the following parameters Report time span Days Start time 00 00 Use e
23. nd of day Checked From days ago 7 Use current time Checked Report warning On screen and in report output warnings will appear on screen and in the report once it has been run Example 3 Create a new report template select the report type Banking report After selecting the devices for inclusion in the report set the following parameters Report time span Weeks Start time 00 00 Use end of day Checked From weeks ago 1 Use current week Checked Start day of week Monday Report warning In report output only warnings will only appear in report and not on screen Example 4 Create a new report template select the report type Trading report After selecting the devices for inclusion in the report set the following parameters Report time span Days Start time 00 00 Use end of day Checked From days ago 1 To days ago 1 Use current time Unchecked Report warning Ignore don t display all report warnings will be suppressed Example 5 Create a new report template select the report type Trading report After selecting the devices for inclusion in the report set the following parameters Report time span Days Start time 00 00 Use end of day Checked From days ago 0 To days ago 0 Use current time Unchecked Report warning Ignore don t display all report warnings will be suppressed 7 1 4 Report warnings The default behaviour is to report any warnings or errors both on screen an
24. nts hold down Ctrl or Shift whilst clicking to select an item Additionally if Operator Accountability support is enabled a secondary subtotal box is displayed containing the cash total associated with each i Button user 3 4 Printing events pouches To print the currently selected events pouches or the events subtotal click Print and choose the desired printing option 12 10 2012 48 102053 CashView User Manual Iss 3 Page 10 of 30 volumatic CashView User Manual Wi FOR ENTERPRISE INNOVATION 4 Pouch Tasks 4 1 4 2 12 10 2012 Viewing Printing pouch summary On the Main screen to view current and previous pouch summary data select the pouch of interest from the dropdown list in the Cash totals summary Printsummary View events area To print the summary click Print summary 2 14 07 11 15 33 factive sl Handling suspect pouches The CGi will mark a pouch as suspect when an external event means it can no longer guarantee the cash total in a pouch A pouch is marked as suspect under the following conditions e Cash is present in the pouch and e The CCi has recently lost power or has been soft reset or e The CCi Head has been removed typically to perform maintenance or clear a note jam CashView s handling of a suspect pouch depends upon how the CCi is configured to handle a suspect pouch 4 2 1 Continue suspect pouch When the CCi is configured to continue operation even a
25. port output e Page 21 of 20 volumatic intelligent Cash Handling 12 10 2012 CashView User Manual Start time 12 00 End time 12 00 e O Use end of day ES weeks ago weeks aqo W Use current week Start day of week Current report ime 25 06 12 12 00 00 to range 02 07 12 12 00 00 k Report warnings On screen and in report output ki lt Back Next gt Figure 7 4 Report Template Time Period Weeks Create new Report Template Trading data report Select report time span Start time 12 00 End time 12 00 Use end of day days ago days ago Use current time Current report time 28 06 12 12 00 00 to range Today 12 00 00 Report warnings On screen and in report output Figure 7 5 Report Template Period Days 48 102053 CashView User Manual lss 3 EH Wd 2 THE QUEEN S AWARDS FOR ENTERPRISE INNOVATION 2011 Page 22 of 30 volumatic CashView User Manual 2 P FOR ENTERPRISE llig Cz ant Intelligent Cash Handling INNOVATION Create new Report Template Trading data report Select report time span Hours Ke 12 00 12 00 Use end of day From hours ago To hours ago J Use current time Always start from whole hour e g 14 00 Always end on whole hour e g 15 00 Current report ime Today 11 00 00 to range Today 12 00 00 Report warnings On screen and in report output lt s Figure 7 6 Report Te
26. possible suspect activity or an error condition are displayed Events indicating CCi power loss Head removal and pouches marked as suspect are displayed e All events All CCi events are displayed 3 2 2 Pouch Event time Click on the Filter gt gt button to expand the time range filtering interface Choose to filter on either pouches inserted or removed within a specified time range or events occurring within a specified time range Click Apply filter to update the pouch and events lists using the filter criteria Click Clear filter to revert to displaying all pouches events Options Filter Events Inserted between Starttime 13 07 2011 j gt 00 00 Applyfiter When filtering events click to select the pouch or pouches End time 14 07 2011 le 00 00 e Clear filter to search from the list above Users Select users Figure 3 4 Events view filter Additionally if Operator Accountability support is enabled you may filter events based on the user associated with the event Click Select users and tick each user you want to display events for Finally click Apply filter to use the new filter criteria 12 10 2012 48 102053 CashView User Manual Iss 3 Page 9 of 30 volumatic CashView User Manual he Intelligent Cash Handling 3 3 Events subtotals Click Show Totals to toggle the display of a subtotal box which displays the current cash total of all selected events in the events list Note To select multiple eve
27. selected report template Click Cancel to close the Report templates manager On the menu click Reports gt Quick reports gt name of your report template to immediately run the report with the selected template Your quick report menu entries will be saved against your CashView user login 7 5 Remove report template from quick reports menu On the Menu Reports gt Templates Find the report template to be removed from the quick reports menu Right click on the report template and choose Remove from Quick reports menu The report template will be removed from the menu Your quick report menu entries will be saved against your CashView user login 12 10 2012 48 102053 CashView User Manual Iss 3 Page 26 of 30 volumatic CashView User Manual 2 THE QUEEN S AWARDS Intelligent Cash Handling INNOVATION 8 Alerts Tasks The Alerts window is displayed to bring an event or action to the user s attention Normally an alert requires user intervention in order to be cleared e Device Alerts Devi Time W Till 2 15 07 11 10 26 59 Door still open W Till 3 15 07 11 10 27 03 Carrier removed Check the following warnings Clear all Clear When new alerts are received Bring to top Figure 8 1 Alerts window Currently the following conditions can cause an alert to be raised Ensure the CCi is loaded with pouch pouch CCi door left open for longer than 30 seconds carrier and close the door Check
28. that either a new pouch has been fitted or the existing pouch has been left in and inform CashView via the suspect pouch interface CCi goes inhibited due to a suspect pouch condition Or Physically change the pouch at the CCi and remove the suspect pouch Consult the jam clearance documentation and CCi reports a jam in the note accepting Head remove the corresponding CCi Head to access the stuck note Consult the jam clearance documentation and CCi reports a jam in the note stacker unit remove the corresponding CCi Head and stacker to access the stuck note CCi pouch carrier removed for longer than 30 Ensure the CCi is loaded with pouch pouch seconds carrier and close the door Change the pouch if necessary or wait until CCi PONG n COURT ON Ya ie walang I unit has become full CCi will continue to operate Pouch reached full limit Change the pouch 12 10 2012 48 102053 CashView User Manual Iss 3 Page 27 of 30 volumatic CashView User Manual 2 FOR ENTERPRISE o Cash He Intelligent Cash Handling WM INNOVATION 8 1 1 Changing Alert window behaviour By default the Alerts window will be made the foreground window and the title bar will flash to obtain the user s attention To adjust this behaviour set the When new alerts are received drop down box to one of the following values e Bring to top The default behavior Alerts window is always brought to the foreground and the title bar task bar entry is flashed e Fl
29. volumatic CashView User Manual 2 n FOR ENTERPRISE Intelligent Cash Handling WMM INNOVATION CashView User Manual Contact us Taurus House Endemere Road Coventry CV6 5PY Tel 0247668 4217 www volumatic com Fax 024 7663 8155 Email info volumatic com 12 10 2012 48 102053 CashView User Manual Iss 3 Page 1 of 30 volumatic CashView User Manual Wi Intelligent Cash Handling 8 INNOVATION Contents VENNENE 4 1 1 ANROP NN EE 4 1 2 SPECT N Nede 4 1 3 RK e EEN 4 GETTING STARTIED ssssssssssassssassssssssssssssssssssssssssssssssssss 5 2 1 FN GN 5 2 2 PUTO Eee ON 5 2 3 MAIN SCREEN eege 6 BENSIN 8 3 1 VIEWING EV EINT CN 8 3 2 FAEN N u u i nin unu nuna s s un Oyu 9 3 3 BENT MON NE 10 3 4 PFIN PU 10 POUCH TASKS E 11 4 1 VIEWING PRINTING POUCH SUMMARY cccsseccccescceccecccecesceccesececcucccecsucececscceccueececsucececsuceeeaaeeecaunececsteeenaness 11 4 2 HANDLING SUSPECT POUCHES uuu u aa au Launa e qaakabuqanqaya wakak iqwakuqaaawakaqhakuqaaqakasqqlahyqeqaa aakawaquka 11 PUNISK EE 13 5 1 HANS PN EE 13 5 2 PNAN u u a cs uu na nu u a m Z a eee a Sane 13 BEPORT INNS u u u u u uuu u 14 6 1 MT VL 14 6 2 PINE 15 6 3 TRACING RE eiet 16 6 4 SNE PORT EE 18 6 5 FINOP O Be EE 19 REPORT TENIPLATE TASKS uu Er NEEN Er ENEON ENEN NENE NEAN NNER ENEE 20 7 1 CREATE NEW REPORT TEMPLATE tee eege EES 20 7 2 DELETE BEBPORTTEMBLATE 2
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