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Over-The-Counter Installation and Configuration

The Over the Counter Station gives the logged on user the ability to remotely administer accounts and submitted print jobs.  What the task that the logged in user are capable of performing are configured via user Group Configuration menu.

Installation

From the computer that is to run the Over the Counter:  

Step 1: Browse to the OCS server 

Step 2: Run OCS Manager. 

Step 3: Select the “Utilities Menu” button. 

Step 4: Select the “Installs and Configurations” button. 

Step 5: Select the button “Install Over the Counter To Desktop” 

Step 6: The station is installed and a shortcut will be placed on the desktop. Each time the program is started it is downloaded from the server. Thus easing the updating of the software.  

Using Over The Counter

The over the counter station functions are only available after a valid OCS Administrator has logged in. The window shown below is provided for you to enter your OCS access name and password

After a successful login, the Login button has been changed to a Log Out button.  Due to the functionality it contains, it is not recommended for the Over the Counter Station to be left unattended logged in.  Therefore when not in use, you should always click the Log Out button. 

Account Management

The Account Management screen is initially empty when opened. If you currently have accounts created in the OCS database, then click the LIST ALL button. By default this screen will list eighteen accounts at any one time.  To navigate through your account database, use the NEXT PAGE and PREVIOUS PAGE buttons located on the bottom right hand corner of the screen: 

To do a search for a particular account, enter the key to search on into the appropriate, and click the button associated with that field.  For example if you are looking for a user named Timothy, then by entering Tim and clicking the associated button, you will generate a list of all users beginning with the letter TIM.  The same principle applies to searching for a specific ACCOUNT, PIN-CARD, and PASSWORD.

Account Options 

The menu above lists the options available. After the account has been changed you will be prompted to print a receipt.

If you choose Yes, a receipt similar to the following will be printed:

Add Value

The current balances are displayed. Enter the amount to add to the account.

Remove Value 

The current balances are displayed. Enter the amount to remove to the account

Email Account Info - If the selected user has an email address on file the account information (name, account number PIN and balance) will be emailed to them.

Print Account Info - The account information (name, account number PIN and balance) will be printed.

Lock Account - Locking an account prevents the account from being used within the OCS system.

Unlock Account - Allows the selected account to use the OCS system.

Transfer Balance: 

This allows for the real balance from the selected account to be transferred to a new account. Enter the new account details as prompted.

Query Account Transaction:

The Query Account Transaction function displays all the transactions posted to the entered account.

Once you have entered all the necessary information, click the Get and List Transactions Button.  This will display all the various transactions that have occurred since the creation of the account. 

If you require a report of the account transactions, click the Standard Print button.  This will generate a report similar to the one shown below.

    Print Queues Management 

Clicking the Administer Print Queues button will display The Print Job Management window.  The selected users print jobs are listed. 

Once on this screen, you can generate a list of all the jobs in the queue by clicking the List All Jobs button. 

Print or Delete Job:

To print or delete a job, you would double click on a job that appears in the list.  This will then cause a window to appear. 

From this window you can either print or delete the selected.

Create an Account

After clicking the Create an Account button, the screen shown below will be provided.

The parameters that you are required to enter on this screen are determined by the settings you have previously made in OCSMGR – UTILITIES - USER ACCOUNT FILTER.   

After all the necessary information has been entered, click the Create This Account button.   Clicking this button will then cause another screen to appear.  This screen will prompt you to select an account type and also to enter a balance. 

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After the account has been created you will be prompted to print a receipt.  

If you decided to print the receipt, it will look similar to the following.