Teller Control - Adjusting Workstation Configuration

Screen ID: 

Screen Title: 

Panel Number:

UDEVCFT-01

Teller Device Configuration

4338


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This window will appear when you use "Device Config" (F13) on the Teller Control screen.

This handy window allows a teller to modify basic workstation configuration settings while working during the day, without having to be granted access to the entire CU*BASE Hardware Configuration feature.

  • BE CAREFUL: This window controls the workstation that is currently being used, NOT the Teller ID selected on the Teller Control screens.

Field Descriptions

Field Name

Description

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.

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

  • 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.”

  • 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

An employee without a workstation configuration will be set by default with the CallCenter setting.

Use TCD/TCR

No longer used.

Name ID verification

This view-only field indicates if the employee must enter the two-character name ID whenever an account number is entered on various inquiry and posting screens. This provides an extra verification of the account number to prevent accidental changes to the wrong member account.  This indicates whether the hint or without hint configuration was selected.

Learn more about Name ID configuration which is configured in the Workstation configuration. 

Always ask for employee ID in Teller

This view-only field indicates whether an employee must enter his or her employee ID and password every time the initial Teller Posting search screen displays (after each posted teller transaction). If this is unchecked, 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. 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 tools.

This is configured in the Workstation Configuration screen.

General Printer

Use this to change the default general printer used by your current 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' configured printers.

Checks/Money Orders

Use this to change the default printer used by your current 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' configured printers.

 Prompt

If your check printer requires a prompt in order to load a single sheet of check paper, choose Yes. Choose No if your check printer does not require this prompt.

Receipts

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