Configuring a Workstation

Description

Enter a description for this workstation.

No longer used.

Check to use MVi integration on the Outside Checks screen. Learn more on the Outside Checks screen.

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 General (G) 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.”

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

• Use Call Center (C) 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 Call Center (C) setting.

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.

Use this to define the default general printer that should be used by this workstation to print CU*BASE reports, screen prints, cash transfer reports, etc. Click the lookup button 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.

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 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.

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.

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

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 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.

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 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.

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 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 (Standard Teller Posting only; Xpress Teller not supported) 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.  When I try to access an account on the Account Selection screen, I am seeing the warning message "Name ID entered does not match member" instead of the hint. Where do you go to configure the hint to display?

• 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:

• Loan Payment Coupon Printing

• Loan Disbursements

• Teller Processing

• Posted Coded Member Account Adjustment

• Member Account Adjustment

• Certificate of Deposit Demand Dividend

• Share Type of Account Demand Dividend

• Certificate of Deposit Redemption

• Post Wire Transfer to Member Account

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

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 Home Page, then not again unless they exit the teller system and return to the Home Page.

This setting affects only the special behavior of employee ID/password fields in Teller Posting but does not apply to Xpress Teller. It does not affect Inquiry and Phone software, nor does it control the employee ID and password verification that is required for all other tools.

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

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.)

Check this to generate a report when performing bulk cash transfers (vault to teller, vault to vault, etc.) made using the Teller/Vault Cash Transfers/Inq feature.  The reports will print to your configured workstation general printer.

Vertical and Horizontal Receipts

The following two fields apply to both horizontal and vertical receipts.

If I print the balance summary on my vertical receipts, what shows for loan accounts?

Search all Answer Book Items on Vertical Receipts

Check this box to cause a receipt to print by default via Xpress Teller (Tool #1600):

• Funds In

• Deposits/Withdrawals

• Checks/Money Orders

If your credit union uses Standard Teller, this box caused a receipt to print by default from the following actions in Teller Line Posting (Tool #1):

• Miscellaneous Receipts

• Money Orders/Cash Back

• Miscellaneous Advances

• Deposits, Withdrawals, Check Cashing, etc.

Teller Posting and Xpress Teller control whether funds-in transaction items (cash, outside checks, check cashing, cash back, etc.) should be included on the printed receipt. TIP: Both teller systems will still produce receipts whether this is on or off, but if you want receipts to be complete, we suggest you activate thisfield.

• NOTE: This does not affect how the suppress receipts feature works.

This section controls which functions will produce a receipt from this workstation for Miscellaneous Applications.

(NOTE: The receipt printing can also be unchecked on most screens (as documented on the help topic) if a receipt is not desired.)

• Transfers performed using the Member Transfers feature (Tool #516) and through the button on the first Teller Posting screen.

• Phone Operator

  • Transfers, including A2A Transfers.

  • Miscellaneous Receipts.

  • Wire Transfers

  • Transfers performed using the National Shared Branch Transfer screen, accessed via Phone Operator, then SB Transfer (NOTE: This feature is only supported for vertical receipts.).

• Member account adjustments performed using the Member Account Adjustment feature for both Coded Adjustment (Tool #30 and Full Adjustment (Tool #492).

• Disbursements performed using the Disburse Member Loan Funds feature (Tool #50), as well as through the disburse option available when creating a new loan account. (The print receipt box is actually on the second screen.)

• Effective dated account adjustments (Tool #353).

• Same-day transaction reversals (Tool #31). (NOTE: This is only supported for vertical receipts)

Receipt Options (horizontal receipts only

The following fields only appear if your credit union is configured for horizontal receipts. This section controls which functions will produce a receipt from this workstation. Place a check in the box to print a receipt via these functions by default.

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.)

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.

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.

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.

For new certificates created through the Open Memberships/Accounts feature.

• Xpress Teller does not support receipts creation for certificate creation.

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

• Xpress Teller does not support receipt creation for direct/mail batch deposits.

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

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

• Xpress Teller does not support receipt creation for on demand dividend payments (savings).

For stop payment requests placed using the Check/Draft Stop Payment feature.

• Xpress Teller does not support receipt creation for stop payments,