Configuring a Workstation

Screen ID: 

Screen Title: 

Panel Number:

UDEVCFG-03

Device Configuration

1860


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Helpful Resources

Adding New Workstations or Printers

Learn how to enable Name ID Verification

Learn more about Name ID Verification

Screen Overview

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.

Field Descriptions

Field Name

Description

Description

Enter a description for this workstation.

Use TCD/TCR

No longer used.

Teller check capture device attached

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

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 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.

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, cash transfer reports, 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.

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.

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 (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. 

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 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.

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

(Applies to horizontal receipts only, not vertical receipts.) 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

(Applies to horizontal receipts only, not vertical receipts.) 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

(Applies to horizontal receipts only, not vertical receipts.) 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

(Applies to horizontal receipts only, not vertical 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.

Mailer Printer ID

This feature is not currently used.

Produce report for bulk cash transfers

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.

Uncheck this if you do not with for these reports to print to your configured workstation printer, configured above.

Receipt Printing for Miscellaneous Applications

This section controls which functions will produce a receipt from this workstation. Place a checkmark on any function where receipts should be generated. Items marked with an asterisk (*) are supported for vertical receipts. (If your credit union has already switched to vertical receipts, unsupported items will appear as unchecked and cannot be changed.)

If I print the balance summary on my vertical receipts, what shows for loan accounts?
Search all Answer Book Items on Vertical Receipts

Account adjustments*

 For member account adjustments performed using the Member Account Adjustment feature.

Certificate creation

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

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

Direct/Mail batch deposits

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

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

Loan disbursements*

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

Member transfer*

For transfers performed using the Member Transfers feature and through the button on the first Teller Posting screen.

Check cashing*

Used by standard Teller Posting and Xpress Teller to control whether cashed check transaction items (outside or in-house checks that are cashed) 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 this, along with the Cash back to member and Funds-in options.

On-demand dividend payments (CDs)

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

On-demand dividend payments (savings)

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).

Stop payment orders

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

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

Cash back to member*

Used by standard Teller Posting and Xpress Teller to control whether cash-back transaction items 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 this, along with the Check cashing and Funds-in options.
Funds-in*

Used by standard Teller Posting and Xpress Teller to control whether funds-in transaction items (cash, outside checks, 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 this, along with the Check cashing and Cash back to member options.