Configuring a Workstation

Screen ID: 

Screen Title: 

Panel Number:

images\kb_closed_shg.gif

UDEVCFG-03

Device Configuration

1860


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This screen lets you set up the parameters that control how a workstation interacts with the CU*BASE iSeries system. When all fields have been completed use Enter to save and return to the previous screen.

SEE ALSO: Adding New Workstations or Printers

Learn more about Name ID Verification

Field Descriptions

Field Name

Description

Description

Enter a description for this workstation.

Use TCD/TCR

If your teller workstation is connected to a TCD or TCR for dispensing funds for member transactions, this flag can be used to temporarily disable the connection so that no funds will be dispensed. This is helpful when the TCD or TCR is down for service or restocking, and you wish to pull all funds from your drawer for a period of time. Check the checkbox to reactivate the TCD/TCR.

This flag is only used if a TCD/R has been properly configured and connected using other CU*BASE tools.

SEE ALSO: Configuring Teller Cash Dispensers (TCDs)

SEE ALSO: Using Teller Cash Recyclers (TCRs) with CU*BASE

Type

This setting is one way to set the privacy configuration for an employee. This setting allows you to configure whether an employee is in the “Display for CU Staff” or “Display for Other Staff” group. The “Other” group may have sensitive data, such as social security number, blocked from view on many Teller, Inquiry, and Phone Operator screens. This setting might be used with call center employees.

·     Use G=General to designate the workstation as either "general" (for back-office staff and normal lobby tellers). Using this will set your employee as “Display for CU Staff.”

·     D=Drive up can be used for your drive through workstations. Using this will set your employee as “Display for CU Staff.”

·     Use C=Call Center sets the employee as a “Other Staff.” This blocks the employee from seeing sensitive data that is restricted by the privacy configuration

Along with this workstation configuration, an employee will be treated as “Other Staff” if he or she enters a Shared Branch ID on the Account Selection screen when servicing a member from a Shared Branch location. See Privacy Configuration

An employee without a workstation configuration will be set by default with the C=Call Center setting.

Branch #

Enter the branch/location number where this device is physically located.

·     Be careful if your credit union has configured branch numbers for individual departments at the same physical location. The branch number entered here should agree with the branch vault number to avoid problems with the G/L interface.

Default Printer Ids

Use this section to set up the default printer IDs that will be used by this workstation for normal printing activities. Note that many CU*BASE programs also allow you to change the printer at the time the print job is generated.

General Printer

Use this to define the default general printer that should be used by this workstation to print CU*BASE reports, screen prints, etc. Click the lookup button images\magnifyingglasslookup_shg.gif to see a list of your credit union's configured printers.

·     BE CAREFUL: DO NOT choose an ID for a thermal printer in this field. Any print jobs other than receipts that are sent to a thermal printer will cause permanent damage to the printer.

Checks/Money Orders

Use this to define the default printer that should be used by this workstation to print credit union checks and money orders. Click the lookup button images\magnifyingglasslookup_shg.gif to see a list of your credit union's configured printers.

·     BE CAREFUL: DO NOT choose an ID for a thermal printer in this field. Any print jobs other than receipts that are sent to a thermal printer will cause permanent damage to the printer.

 Prompt

If your check printer requires a prompt in order to load a single sheet of check paper, check this checkbox. Leave the checkbox unchecked if your check printer does not require this prompt.

Receipts

Use this to define the default printer that should be used by this workstation to print teller receipts. Click the lookup button images\magnifyingglasslookup_shg.gif to see a list of your credit union's configured printers.

Custom Loan Forms

Use this to define the printer that should be used by this workstation to print any custom loan forms used by your credit union. Click the lookup button images\magnifyingglasslookup_shg.gif to see a list of your credit union's configured codes.

·     BE CAREFUL: DO NOT choose an ID for a thermal printer in this field. Any print jobs other than receipts that are sent to a thermal printer will cause permanent damage to the printer.

·     If configured, you can also print loans to an electronic printer. For more information on printing e-Loan Forms, SEE: Using an eDOC Printer to Print eLoan Forms .

Loan App/Denial

Use this to define the laser printer that should be used by this workstation to print the standard 5-page loan application, the standard short-form loan application, and loan/member service denial notices. Click the lookup button images\magnifyingglasslookup_shg.gif to see a list of your credit union's configured codes.

·     BE CAREFUL: DO NOT choose an ID for a thermal printer in this field. Any print jobs other than receipts that are sent to a thermal printer will cause permanent damage to the printer.

·     If configured, you can also print loans to an electronic printer. For more information on printing e-Loan Forms, SEE: Using an eDOC Printer to Print eLoan Forms .

Posting/Receipt Information

This section lets you set up miscellaneous settings for how this workstation will interact with various CU*BASE posting and inquiry programs.

Name ID verification

Name ID verification is designed to provide an immediate “double check” that the correct account number was entered in several entry screens in CU*BASE, including teller processing and loan disbursement.  If you activate the feature (Name ID with hint or Name ID without hint), the Name ID field will show on various screens (listed below).  Employees must then also enter the first two letters of the member’s last name in this field to advance to the next screen. 

  • If you select the "Name ID with hint" option, employees will receive a hint if the employee enters the wrong two letters (generally the first two letters of the members last name, however this is set by credit union policy).  With this section, if the employee enters the wrong two letters (or no letters at all) and presses Enter, a hint, will display a hint at the bottom of the screen with the first two letters of the last name. 

  • If you select the “Name ID without hint” option, the Name ID will be required, but no hint will be given.  Credit unions can then develop their own policy on how the employee should collect the Name ID verification information.  

  • If you do not want to use this feature, select the “Name ID not required” option.

Select "Name ID with hint" or "Name ID without hint"  you wish to require an employee to enter the two-character name ID whenever an account number is entered on the following screens:

The setting for an individual device, will appear in view-only format on the Teller Device Configuration.

Always ask for employee ID

Check this check box if you wish to require an employee to enter his or her employee ID and password every time the initial Teller Posting search screen displays (after each posted teller transaction). Leave it unchecked and the teller will only need to enter an ID and password the first time the screen is accessed from the menu, then not again unless they exit the teller system and return to a CU*BASE menu.

This setting affects only the special behavior of employee ID/password fields in Teller Posting. It does not affect Inquiry and Phone software, nor does it control the employee ID and password verification that is required for all other CU*BASE menu items.

Time zone

Choose the time zone that applies for the physical location of this workstation. This may be different from the time zone where the iSeries is located.

This is used when calculating the time to print on receipts.  It is also used by the following dashboards to calculate how to display teller activity according to time: 

Teller Activity by Time of Day

Cash Activity Analysis Inquiry

Daylight savings

If the time zone for this workstation uses Daylight Saving time, check this checkbox. If not, leave the checkbox unchecked. (Again, this may be different from the settings for the actual iSeries used by this workstation.)

Receipt form type

Choose either Half or Full to define the receipt format used by this workstation.

A “half” receipt is actually about a third of an 8½”x11” sheet of paper, and a “full” receipt is approximately twice that size. Full receipts have extra room to print the member's name address, while the half receipts do not. (Full receipts might be appropriate for a workstation that is used to process mail transactions, to allow the receipt to be mailed.)

Maximum transactions per receipt

Enter the maximum number of transactions that can be printed on the receipt form selected for this printer. The best number for both half and full size receipts is 10.

Sheet feed

Check this checkbox if you wish to load just a single receipt into the printer before printing. (Be sure to check the checkbox next to the Prompt field below.) Leave the checkbox unchecked for continuous form receipts.

Prompt

If the default receipt printer for this workstation requires a prompt in order to load a single sheet of receipt paper, check the checkbox. Leave the checkbox unchecked if your receipt printer does not require this prompt.

Mailer Printer ID

This feature is not currently used.

Application Receipt Printing

This section controls which functions will produce a receipt from this workstation. Place a checkmark on any function where receipts should be generated.

Journal Transfer

For transfers performed using the Member Transfers command available on menu MNSERV and through the command key on the first Teller Posting screen.

Loan Disbursement

For disbursements performed using the Disburse Member Loan Funds command available on menu MNLOAN as well as through the disburse option available when creating a new loan account.

Create Share Certificate

For new certificate accounts created through the Open Memberships/Accounts feature.

Error Correction

For member account adjustments performed using the Member Account Adjustment command available on menu MNSERV.

SD/Ck Stop Payment

For stop payment requests placed using the Check/Draft Stop Payment command available on menu MNSERV.

Redeem Share Certificate

For certificates that are redeemed (full or partial) using the Close Memberships/Accounts command available on menu MNSERV.

Cash Back to Member

No longer used.

Cash Transfers

For bulk cash transfers (vault to teller, vault to vault, etc.) made using the Teller/Vault Cash Transfers/Inq feature.

CD Dividend on Demand

For certificate dividends paid using the “Post Dividends to a Single Account” feature in the Close Memberships/Accounts command available on menu MNSERV.

Miscellaneous Expense/Receipt

For miscellaneous receipt transactions posted through teller posting only. NOTE:  If this is not checked, a Miscellaneous Receipt posted by Teller will appear on the receipt as a cash withdrawal.

Check Cashing

This feature is not currently used.

Share Dividend on Demand

For share dividends paid using the “Post Dividends to a Single Account” feature in the Close Memberships/Accounts command available on menu MNSERV.

Direct Deposit

For transactions posted through the Direct/Mail Member Posting feature on menu MNSERV.

Funds-in

This feature is not currently used.

Transaction Reversal

This feature is not currently used.

 

 

Link to ID: http://www.cuanswers.com/doc/gold/gold.htm#1860g.htm