Equitrac 10090PCT RFID Reader User Manual PageControl Touch Manual v1x0 2

Equitrac Corporation RFID Reader PageControl Touch Manual v1x0 2

User Manual

January, 19, 2015
Regulatory informationTHIS DEVICE COMPLIES WITH PART 15 OF THE FCC RULES. OPERATIONIS SUBJECT TO THE FOLLOWING TWO CONDITIONS: (1) THIS DEVICE MAYNOT CAUSE HARMFUL INTERFERENCE, AND (2) THIS DEVICE MUSTACCEPT ANY INTERFERENCE RECEIVED, INCLUDING INTERFERENCE THAT MAY CAUSE UNDESIRED OPERATION.WARNING NOTE: This equipment has been tested and found to comply with the Limits for a Class A digital device, pursuant to part 15 ofthe FCC Rules. These Limits are designed to provide reasonable protection against harmful interference in a residential installation. Thisequipment generates uses and can radiate radio frequency energy and, if not installed and used in accordance with theinstructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur ina particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined byturning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures—Reorient or relocate the receiving antenna.—Increase the separation between the equipment and receiver.—Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.—Consult the dealer or an experienced radio/TV technician for help.CAUTION: Changes or modifications not expressly approved by SafeCom a/s could void the user’s authority to operate this equipmentaccording to part 15 of the FCC rules.This equipment generates, uses, and can radiate radio frequency energy and if not installed and used in accordance with the instructionmanual, may cause interference to radio communications. It has been tested and found to comply with the Limits for a Class A computingdevice pursuant to Subpart B of Part 15 of FCC Rules, which are designed to provide reasonable protection against such interferencewhen operated in a commercial environment. Operation of this equipment in a residential area is Likely to cause interference in which casethe user will be required to take whatever measures may be required to correct the interference at his own expense.CE conformance: This product has been developed and produced in accordance with the EMC directive and the Low Voltage directiveand therefore carries the CE mark.EMC directive: This product observes the rules and regulations of the EMCDirective. If so required, a declaration of conformity in Local Language stipulating the applied rules and regulations can beobtained.Canada: Le présent appareil est conforme aux CNR d'Industrie Canada applicables aux appareils radio exempts de licence. L'exploitationest autorisée aux deux conditions suivantes : (1) l'appareil ne doit pas produire de brouillage, et (2) l'utilisateur de l'appareil doit accepter toutbrouillage radioélectrique subi, même si le brouillage est susceptible d'en compromettre le fonctionnement.This device complies with Industry Canada license-exempt RSS standard(s). Operation is subject to the following two conditions: (1) thisdevice may not cause interference, and (2) this device must accept any interference, including interference that may cause undesiredoperation of the device.
OverviewEquitrac PageControl Touch consoles are expense recovery devices used withEquitrac'sDocument Accounting Solutions.PageControl Touch console supply expense management and devicecontrol for your business environment. The Consoles enable yourorganization to authorize and track transactions made at office machines.1-1
About PageControl Touch ConsolePageControl Touch Console (PCT) devices are an integral part of the Equitraccost recovery solution.PageControl Touch Console places client/matter allocation directly at the user’sfingertips. The compact LCD touch screen design enables fast and accurateallocation of document costs to the correct client matter or project.Each PageControl Touch Console is connected to an output device via amanufacturer-specific foreign interface cable. Users must login to PCT andselect verified client/matter codes before the output device is unlocked andready for use.PCT communicates with the Equitrac server via Ethernet connection, andprovides an Ethernet expansion port to connect the output device in a singlenetwork drop.The PageControl Touch Console devices are an integral part of the Equitrac costrecovery solution.55
Overview:Standard Console FeaturesStandard Console FeaturesAll PageControl Touch Consoles provide the following features and functionality:WVGA (800x480 Landscape) Display Touch DisplayIntegrated Proximity Card ReaderOptional External USB HID KeyboardOptional External USB Proximity Card Reader (non-Equitrac)USB Flash Drive supportDual 10/100 Mbps Switched Ethernet Ports — enables the use of the Console as amini-hub when connecting multifunction devices. Eliminates the need for newwiring or multiple network drops.Dual 10/100 Mbps Switched Ethernet PortsPower Supply Options: PoE or DC Power AdapterCopy support—enables access to the copier device only after you enter accountingdata.1-3
Entering Accounting DataAt a Glance...Console StatesData Entry OptionsData Entry Error MessagesBefore using the PageControl Console, become familiar with its Console states, data entryprocedures, and standards.PageControl Consoles provide several methods for entering accounting data. The methodsavailable differ whether you are using Mode 1 communication or Mode 2 communication. Ineither case, the Consoles exist in various states and provide various error messages.When you enter accounting data at the Console, the Console verifies your entry againstdatabase validation values and notifies you if you enter incorrect information.2 - 1
ConsoleStatesPageControl Console states include functional modes and operationalmodes. Functional modes describe how the Console works,independently of the operation you perform on it. Operational modesdescribe the usage choice or the operation you perform on the Console,such as photocopy.Functional ModesAt a Glance...Functional ModesOperational ModesThe PageControl operates in three functional modes:Idle mode—The Console is not in use; data entry fields are ready to accept entries. TheConsole returns to Idle mode after a specified period of inactivity.Data Entry mode—The Console is in use; data entry fields are receiving entries.Ready mode—The Console, after receiving all data entries, is functioning in theselected mode of operation (counting printed pages, counting scans, and so on).Idle ModeA PageControl Console that is ready for use is in Idle mode. When you press any key(unless that key has a special function), the Console enters Data Entry mode.The PageControl returns to Idle mode when you complete a transaction or after aconfigurable period of keyboard inactivity in Data Entry mode or Ready mode.Idle mode enables the following Console keys:F1, F2, F3—Select a corresponding option from the screen.HELP—Open the help topic associated with the current mode or function.Data Entry ModeWhen you begin entering data in the first data entry field, the Console enters Data Entrymode. The Console transitions to Data Entry mode seamlessly, so it treats the firstcharacter you enter as the initial character in the first data entry field. In this mode, theConsole displays the Data Entry screen.You can enter accounting data into the fields displayed on the Data Entry screen. Use thearrow keys as needed to scroll through the data entry fields. You can enter the accountingdata directly into the data entry fields, use data entry tools such as swipe cards or, forMode 1 Consoles, use any of the configured data entry options such as SEARCH,SCAN, orRECALL.The PageControl returns to Idle mode when you complete a transaction or after aconfigurable period of keyboard inactivity in either Data Entry or Ready mode.Entering Accounting Data:Functional ModesTerminal States2 - 2
Ready ModeAfter you complete all required accounting entries at the Data Entry screen, the Consoleenters Ready mode, and displays the Ready screen. At this point, you can begin using thecontrolled device to make a transaction.The Ready screen displays an accumulator for page count and a timer for device timeout.In addition to the page count and device timer, other information may include billable/non-billable information or the total charge for the transaction. Ready mode enables thefollowing Console keys:F1, F2, F3—Select a corresponding option from the screen.END—End the current transaction and return to Idle mode.HOLD—Extend the timeout value. See your system administrator for details.The PageControl returns to Idle mode when you complete a transaction or after aconfigurable period of keyboard inactivity in either Data Entry or Ready mode.Operational ModesA PageControl’s operational mode determines the type of operation the PageControlcontrols. When a Console is in Photocopy mode, for example, it controls access to theconnected copier and tracks copy transactions users perform on the copier. Both Mode 1and Mode 2 support different operational modes.Mode 1 Operational ModesWhen your PageControl Console uses Mode 1 communication, it can support up to fouroperational modes, including:Photocopy mode—The Console tracks copies made at a photocopier.Disbursements mode—The Console tracks disbursements made at the Console.Job Code mode—The Console records job codes used for fax transactions made at theConsole. (Not available).MyPrint mode—The Console holds printed documents in a queue until an authorizeduser releases or deletes them.Note: The names and appearances of all operational modes are configurable and can differfrom Console to Console.To switch from one operational mode to another, perform the following procedure:1Press the corresponding function key (F1,F2, or F3) for MODE on the screen.2Select the mode you want to use by selecting the mode’s corresponding number key.Entering Accounting Data:Operational ModesTerminal States2-3
3Enter accounting data.4Perform your transaction using the controlled device.5Press the corresponding function key for NEXT on the screen to remain in the currentmode and begin another transaction.6Press the corresponding function key for END to finish your transaction. The Consolereturns to its default operational mode (typically Photocopy mode).Mode 2 Operational ModesWhen your PageControl Console uses Mode 2 communication, it can support one of threedifferent modes:Photocopy Mode—The Console tracks copies made at a photocopier.Print Release Mode—The Console holds printed documents in a queue until anauthorized user releases or deletes them.Photocopy and Print Release Mode—The Console tracks copies made at a photocopierand holds printed documents in a queue until an authorized user releases or deletesthem.Your system administrator determines which Consoles will use which operational modesand configures those modes using your Equitrac software.Entering Accounting Data:Operational ModesTerminal States2 - 4
Data Entry OptionsThe data entry options available depend on the Console’sconfiguration and its current mode of operation. Data entryoptions include the following:Manual EntrySearch or ScanRecall and Global RecallSpeed CodesMagnetic Stripe Card (Magstripe) Reader DeviceProximity Card Reader DeviceA t a G l a n c e . . .M a n u a l E n t r yS e a r c h a n d S c a nR e c a l l G l o b a lR e c a l l S p e e d C o d e sS w i p i n g aM a g s t r i p e C a r dS w i p i n g a P r o x i m i t yManual EntryManual entry is available on Consoles using Mode 1 communication and on Consolesusing Mode 2 communication.To manually enter data at a PageControl Console, perform the following procedure:1Enter accounting data for each field prompt using the PageControl numeric keypad oroptional alphabetic keyboard. If you Console uses Mode 2 communication, press andhold ALT to enter an uppercase character.Note: Press BACK to delete characters to the left of the cursor.When a field is configured with the text description display option, the correspondingdescription for a valid field entry displays after you make the entry.2Press ENTER to accept a field entry and advance to the next prompt or to advance theConsole to Ready mode.Note: If a field is configured with AutoEnter, the Console automatically advances to the nextprompt after the last character of the fixed-length entry is typed. See your SystemAdministrator for details.3Press END on the keyboard to end the transaction and return the Console to Idle mode.Entering Accounting Data:Manual EntryData Entry Options2-5
Search and ScanThe SEARCH and SCAN options are available only on Consoles using Mode 1 communication.The SEARCH and SCAN options look up accounting information for configured accountingfields such as user or client. You can search or scan for data at the Console and then selectthe necessary accounting information.Searches are based on either the initial characters in a code or in a code’s description butnot both. Press the SEARCH key to toggle between search fields. For example, a codesearch for 123 finds 12345 and 123-999 as possible matches.Scans are based on either any combination of characters found anywhere in a code or ina code’s description, but not both. Press the SCAN key to toggle between scan fields. Forexample, a name scan for AB finds ABC Pools, John’s Cab Company, and Van Abramsonas possible matches.Search and Scan OptionsThe kinds of searches and scans you can perform on the Console depends on the Console’sconfiguration. Each data entry field can be configured to support searches and scans.You may not have to manually initiate a search or scan if the current data entry field isconfigured to automatically search or scan (auto search or scan), or configured to search orscan on the first key entered (first-key search or scan). See your System Administrator fordetails on how your PageControl Console is configured.Auto Search or ScanWhen you reach a field configured to automatically search or scan, the Console displays alist of matching codes or descriptions.First-Key Search or ScanWhen you reach a field configured for first-key search or scan, the Console displays a list ofmatching codes or descriptions when you first enter a character in the field.Search and Scan ConfigurationsPageControl Consoles provide the following SEARCH and SCAN options.Search and Scan Option DescriptionAuto Code SearchAuto Code ScanThe Console automatically displays a list of matching codesas soon as it advances to the configured data entry field(after the code in the previous field is verified).The Console defaults to Auto Code Searches. Press thecorresponding function key for SCAN to switch to AutoCode Scans.Entering Accounting Data:Search and ScanData Entry Options2-6
Search and Scan Option DescriptionAuto Description SearchAuto Description ScanTheConsoleautomatically displays a list of matchingdescriptions as soon as it advances to the configured dataentry field (after the code in the previous field is verified).The Console defaults to Auto Description Searches.Press the corresponding function key for SCAN to switchto Auto Description Scans.First-Key Code SearchFirst-Key Code ScanTheConsoledisplays a list of matching codes after thefirst character is typed in the configured data entry field.The Console defaults to First-Key Code Searches. Pressthe corresponding function key for SCAN to switch toFirst-Key Code Scans.First-Key Description SearchFirst-Key Description ScanTheConsoledisplays a list of matching descriptions after thefirst character is typed in the configured data entry field.The Console defaults to First-Key Description Searches. Pressthe corresponding function key for SCAN to switch to First-Key Description Scans.Manual Code Search The Console displays a list of matching codes after you pressManual Code Scan the corresponding function key for SEARCH or SCAN.Manual Description SearchThe Console displays a list of matching descriptions after youManual Description Scan press the corresponding function key for SEARCH or SCAN.Note: When using combined validation, both SEARCH and SCAN work differently for thesecond combined field entry. The Console uses the text string and code entered in thefirst combined field to search for matching codes for the second field.A code can exist without an associated text description. For such codes, theDescription column remains blank during a SEARCH or SCAN BY CODE.Search or Scan Screen DisplayWhen you initiate a SEARCH or SCAN, the PageControl Console begins searching for all exactmatches to the characters you type. The Console displays the following message:Executing SearchPlease WaitThis message is replaced with the first matching entry found. If no matches are found, it isreplaced with the message:No Matches Found2-7Entering Accounting Data:Search and ScanData Entry Options
As more matching entries are found, the Console displays them on the screen. As you typeadditional characters in the look-up field, the PageControl Console narrows its search andupdates the list of matching information displayed on the screen.Note: If the SEARCH and SCAN functions are disabled for a particular field, see your systemadministrator to have them enabled.Performing a Manual Search or ScanWhen you reach an entry field that has SEARCH or SCAN functionality enabled, the Consoledisplays SEARCH or SCAN options on the screen. To search or scan for accounting data,perform the following procedure:1Select a SEARCH or SCAN option.Press the corresponding function key (F1, F2, OR F3) for SEARCH or SCAN.—Or—• Press SEARCH or SCAN on the optional keyboard.2If the Console is configured for multiple SEARCH or SCAN types, select the type you want toperform such as SEARCH BY CODE or SCAN BY DESC.BY CODE searches or scans the User, Client, and Matter fields.BY DESCRIPTION searches or scans the description fields associated with the User,Client, and Matter fields.Note: During a SEARCH or SCAN, press the arrow keys to switch between code anddescription look-up functions.3Enter the first few characters of the code or description you want to find. The Consoledisplays the first matching entries and updates the display as you enter morecharacters.When searching, the Console finds data where the first part of the entry matches thelook-up characters.When scanning, the Console finds data where any part of the entry matches thelook-up characters.4Use the arrow keys to browse the matching entries, or enter additional characters torefine the matching entries list.5When you select the desired entry, press ENTER. The accounting information is inserted inthe field where you initiated the search or scan. Proceed to the next data entry field orcontinue with your transaction as needed.Entering Accounting Data:Search and ScanData Entry Options2-8
Entering Accounting Data: RecallData Entry OptionsRecallThe RECALL option is available only on Consoles using Mode 1 communication.For configured fields, the RECALL option retrieves a list of previously entered accountinginformation from the local Console, and displays the data on the screen. The recalledinformation is based on the accounting codes you entered in the previous data entry fields.The Console displays the most recent transactions first. Only transactions made from thecurrent Data Entry mode are recalled because different Data Entry modes might not havethe same uses for a field.Consider an example in which the Console is configured with three fields: User, Client,and Matter. The Recall feature on the Console is configured so that the:Client field recalls are based on User data.Matter field recalls are based on Client and User data.When you press the corresponding function key (F1,F2, or F3) for RECALL,or press RECALLon the optional keyboard:At the Client Field—the Console displays recalled data based on the last entry in the Userfield. Use the arrow keys to scroll through other recalled entries.At the Matter Field—the Console displays recalled data based on the last entry in theClient and User fields. Use the arrow keys to scroll through other recalled entries.To recall previously entered accounting data for a particular field on the local Console,perform the following procedure:1Press the corresponding function key for RECALL. The Console retrieves a list ofprevious entries for the current field.2Use the arrow keys to select the desired entry on the screen, and press ENTER.3Continue with your transaction as needed.Note: Press the corresponding function key for CANCEL to abandon Recall and return to theData Entry screen.Global RecallThe GLOBAL RECALL option is available only on Consoles using Mode 1 communication.After pressing RECALL, you may select GLOBAL to retrieve accounting data from the localConsole as well as all other Consoles that are in communication with the host system overthe network.2-9
To recall previously entered accounting data, for a particular field, from all Consolesconnected to the host system, perform the following procedure:1Press the corresponding function key for RECALL.Note: Press the corresponding function key for MORE if the RECALL option is not visible onthe Console screen.2Press the corresponding function key for GLOBAL.The Console retrieves, from allConsoles connected to the host system, a list of previous entries for the current field.Note: You can press RECALL twice to select GLOBAL RECALL.3Use the arrow keys to select the desired entry on the screen and press ENTER.Note: Press the corresponding function key for CANCEL to abandon global recall and returnto the Data Entry screen.4Continue with your transaction as needed.Speed CodesThe Speed Code option is available only on Consoles using Mode 1 communication.The Speed Code option functions like a speed dial on a telephone. Speed codes enable youto replace an accounting code, including optional fields you have skipped or left blank,with your own short, alphanumeric code.When you use a speed code, the Console automatically enters the accounting informationpreviously assigned to that code. For example, you can enter a short speed code at theClient field that replaces both the client code and the matter code.Each Console can have one type of speed code only—Individual or Console-wide:Individual—Individual speed codes are based on a specific field, and are typically basedon the user code. However, you can configure individual speed codes to use anyprevious data entry field as the key field.Console-wide—Console-wide speed codes are not associated with a specific field andoften represent descriptions, such as accounting transactions, research, or distribution.Authorized users designated by the system administrator can create Console-wide speedcodes. Any user can use Console-wide speed codes.Entering Accounting Data:Speed CodesData Entry Options2 - 10
Creating an Individual Speed CodeTo create an individual speed code, perform the following procedure:1Enter your User ID (if the speed code is not configured for the User field).2Press the corresponding function key (F1,F2, or F3) for MORE options.3Press the corresponding function key for SPCODE.Note: Press the corresponding function key for MORE if the SPCODE option is not visible onthe Console screen.4Press the corresponding function key for CREATE.5Enter a unique speed code and press ENTER.6Enter a description for the speed code and press ENTER.Note: If the speed code you entered already exists, the Console asks you if you want toreplace the existing code.Select the corresponding function key for NO to enter a different speed code.Select the corresponding function key for YES to replace the existing speed code anddescription with the new speed code and description.7In the appropriate fields of the Data Entry screen, enter the desired accountinginformation to assign to the speed code.8Recording continues until all accounting data has been entered or until you press thecorresponding function key to stop recording. See Stopping Speed Code Recording onpage 2 - 12 for details.Creating a Console-wide Speed CodeWhen your administrator configures the Console to accept Console-wide speed codes, thespeed codes you create are available to all Console users. To create the speed codes,however, you must provide a valid password.To create a Console-wide speed code, perform the following procedure:1Enter your User ID.2Press the corresponding function key (F1,F2, or F3) for MORE options.3Press the corresponding function key for SPCODE.Note: Press the corresponding function key for MORE if the SPCODE option is not visible onthe Console screen.Entering Accounting Data:Speed CodesData Entry Options2-11
4Press the corresponding function key for CREATE.5Enter an authorized user password and press ENTER.6Enter a unique speed code and press ENTER.7Enter a description for the speed code and press ENTER.Note: If the speed code you entered already exists, the Console asks you if you want toreplace the existing code.Select the corresponding function key for NO to enter a different speed code.Select the corresponding function key for YES to replace the existing code anddescription with the new code and description.8In the appropriate fields of the Data Entry screen, enter the desired accountinginformation to assign to the speed code (such as Client and Matter data).9Recording continues until all accounting data has been entered or until you press thecorresponding function key to stop recording. See Stopping Speed Code Recording onpage 2 - 12 for details.Stopping Speed Code RecordingTo stop recording a speed code at the Console, use one of the following options:Press the corresponding function key for STOP.The Console creates the speed codesuccessfully, provided you have entered valid data for required fields.Press the corresponding function key for CANCEL. The Console does not create thespeed code.Finish entering data for all data entry fields. The Console creates the speed code anddisplays the Ready screen.Using a Speed CodeTo use a speed code at the Console, perform the following procedure:1Enter your User ID (if the speed code is not configured for the User field).2Press the corresponding function key (F1,F2, or F3) for MORE options.3Press the corresponding function key for SPCODE.Note: Press the corresponding function key for MORE if the SPCODE option is not visible onthe Console screen.4Use the arrow keys to select a speed code from the list and press ENTER.Entering Accounting Data:Speed CodesData Entry Options2-12
The Console automatically enters the information associated with the speed code andadvances to the next data entry field. If the speed code contains all field entries, theConsole automatically advances to the Ready screen.5If necessary, enter the information for the remaining fields to advance the Console tothe Ready screen.Deleting a Speed CodeTo delete a speed code stored at the Console, perform the following procedure:1Enter your User ID (if the speed code is not configured for the User field).2Press the corresponding function key (F1,F2, or F3) for MORE options.3Press the corresponding function key for SPCODE.Note: Press the corresponding function key for MORE if the SPCODE option is not visible onthe Console screen.4Use the arrow keys to select a speed code to delete from the list.5Press the corresponding function key for DELETE.6Select the corresponding function key for YES to confirm the deletion, then press ENTER.Note: You may be prompted to enter a password before you can delete a speed code. Ifyouare authorized to delete speed codes, type your password and press ENTER.Entering Accounting Data:Swiping a Magstripe CardData Entry Options2-13
3Press ENTER at the PageControl Console for any field that is not configured forAutoEnter.Swiping a Proximity CardThe radio frequency card reader is available only on Consoles using Mode 2communication.When the Console includes a radio frequency card reader device, you can enter data byswiping an encoded card (proximity card) instead of using the keyboard. Perform thefollowing to operate the internal proximity card device reader.Pass the proximity card in front of the internal proximity card reader, located to the right ofthe PageControl. You can identify the card reader by its symbol:Ensure that you pass the card within 1 inch of the symbol. Press ENTER at the PageControlConsole for any field that is not configured for AutoEnter.Entering Accounting Data:Swiping a Proximity CardData Entry Options2 - 14
Entering Accounting Data:Data Entry Error MessagesData Entry Error MessagesThe Console may display various error messages. These error messages usually indicatethat the data you entered was not the type of data the Console expected.When the Console displays an error message, press the corresponding function key forCANCEL to return to the previous screen. Reentering the correct data in the proper formatshould eliminate the error.See the System Administrator for additional details on Console error messages.2-15
Entering Accounting Data:Data Entry Error Messages2-16
Performing TransactionsAt a Glance...In Mode 1In Mode 2Now that you are familiar with PageControl data entry, you can begin performingtransactions. This chapter provides instructions on performing transactions such as copying,scanning, entering disbursements, and releasing MyPrint documents using the PageControl.The procedures for completing transactions differ depending on whether your Console isconfigured for Mode 1 communication or Mode 2 communication. Recall that Consolescommunicating with System 4, Equitrac Professional Enterprise Edition, and EquitracProfessional use Mode 1. Consoles communicating with Equitrac Office, Equitrac Express,PrintLog Accounting Server, and Print Release System (PRS) use Mode 2.PageCounter Usage Guide Performing Transactions3-1
In Mode 1PageControl Consoles use Mode 1 communication exclusivelywith Equitrac Professional Enterprise Edition, System 4, andEquitrac Professional.Depending on your Mode 1 Console configuration, you can use thePageControl to make photocopies, scan documents, enterdisbursements, release MyPrint documents, and interrupttransactions in progress.Making PhotocopiesTo complete a photocopy transaction, perform the following procedure:1Ensure that the Console is in Copy mode.aPress the corresponding function key (F1,F2, or F3) for MODE on the screen.bPress the corresponding number key for COPY.2Use the desired data entry method to enter accounting data in the required fields. SeeData Entry Options on page 2 - 5 for details.Note: Edit data using the BACK key, as needed. Press ENTER after editing the code.When all accounting information has been entered and verified, the Console unlocksthe photocopy device and displays the Ready screen.3Use the photocopier to make your photocopies.4If you want to start another transaction using the same User ID, press thecorresponding key for NEXT and enter accounting codes as required.5Repeat steps 2 through 4 as needed.6Press END when you finish your transaction at the copier.Scanning DocumentsPageControl Consoles support eCopy ScanStation devices, eCopy ShareScan OP, orspecific Xerox multi-function devices with scan enabled. To complete a scan transaction,perform the following procedure:1Ensure that the Console is in Copy mode.aPress the corresponding function key (F1,F2, or F3) for MODE on the screen.bPress the corresponding number key for COPY.Performing Transactions:In Mode 1Making PhotocopiesAt a Glance...MakingPhotocopies ScanningDocuments EnteringDisbursementsReleasing MyPrintDocumentsInterrupting a Transaction3 - 2
2Use the desired data entry method to enter accounting data in the required fields. SeeData Entry Options on page 2 - 5 for details.Note: Edit data using the BACK key, as needed. Press ENTER after editing the code.When all accounting information has been entered and verified, the Console unlocksthe scan device and displays the Ready screen.3Use the scan device to complete your scan transaction.Note: Certain scan interfaces do not communicate transaction information until the entirescan transaction is complete. The Ready screen does not necessarily displayaccurate scan transaction values while the scan transaction is in progress.4If you want to start another transaction using the same User ID, press thecorresponding function key for NEXT and enter accounting codes as required.5Repeat steps 2 through 4 as needed.6When you have completed scanning documents:For eCopy version 7.1, end the transaction at the eCopy ScanStation device.For eCopy version 8.01, eCopy ShareScan OP, and Xerox scan devices, press END onthe PageControl Console.Entering DisbursementsTo enter a disbursement at a PageControl Console, perform the following procedure:1Ensure that the Console is in Disbursements mode.aPress the corresponding function key (F1,F2, or F3) for MODE on the screen.bPress the corresponding number key for DISB.2Use the desired data entry method to enter accounting data in the required fields. SeeData Entry Options on page 2 - 5 for details.Note: Edit data using the BACK key, as needed. Press ENTER after editing the code.When all accounting information has been entered and verified, the Console displaysthe Ready screen.3At the Console, enter disbursement transaction information.4To start another transaction using the same User ID, press the corresponding functionkey for NEXT and enter accounting codes as required.Performing Transactions:Entering DisbursementsIn Mode 13-3
5Repeat steps 2 through 4 as needed.6Press END when you finish your transaction.Releasing MyPrint DocumentsTo release a document to a printer, perform the following procedure:1Ensure that the Console is in MyPrint mode.aPress the corresponding function key (F1,F2, or F3) for MODE on the screen.bPress the corresponding number key for MYPRINT.2Enter a user password. User passwords are configured and managed in the control systemsoftware. The most recent print job in the queue displays on the Console screen.3Use the arrow keys to scroll through the print job list.4Press the corresponding function key for OPTION to display the secure documentrelease menu screen.5Press the corresponding number key to perform one of the following operations:0:RELEASE ALL1:RELEASE2:DELETE3:REFRESH4:BACK TO PREV MODEThe following table describes each secure document release option.Secure Document DescriptionRelease OptionRelease All Releases all listed print jobs to the printer.Release Releases the selected print job to the printer.Delete Deletes the selected print job from the Console.Refresh Updates the list of print jobs.Back to Prev Mode Returns the Console to Idle mode.6Press END to finish your transaction, if necessary.Performing Transactions:Releasing MyPrint DocumentsIn Mode 13-4
Interrupting a TransactionWhile a transaction is in progress (a lengthy copy job, for example), you can interrupt thecurrent transaction to perform another transaction. The Console suspends the currenttransaction until you return to it. The current transaction remains active while it isinterrupted. The Console continues to track the device output.Note: The interrupted transaction can time out if your subsequent transactions takeconsiderable time to complete and the Console reaches its configured device time outvalue. See your system administrator for details.Interrupt is not supported when using MyPrint mode.There are four levels of interrupt available which enable the Console to store informationfor up to five transactions at a time.To interrupt a current transaction with another transaction, perform the followingprocedure:1With a transaction in progress, press the corresponding function key for INT.Note: You can interrupt the current transaction to perform a different kind of transaction.Press OPTN, select the Select Mode option, then select a mode of operation. SeeOperational Modes on page 2 - 3 for details.2Press the corresponding number key for the transaction type you want.3Enter the appropriate accounting information for each field by performing one of thefollowing:Enter the accounting data. If necessary, press ENTER after each field entry.—Or—Enter accounting data at a field using a speed code, or by using the SEARCH,SCAN,orRECALL options. See Data Entry Options on page 2 - 5 for details.Note: Use the BACK key to edit accounting data entries as needed.When the Ready screen displays, one of the following interrupt level indicators displayat the bottom of the screen. When you interrupt the Console for the first time, the levelindicator displaysINT-1You can interrupt the Console four times at most. The interrupt level indicator changesto correspond with the level of interrupt, in the following order:Performing Transactions:Interrupting aTransactionIn Mode 13-5
INT-1INT-2INT-3INT-44Perform the transaction.5Press END to end the current transaction and return to the previously interruptedtransaction.When you interrupt multiple transactions, you must complete the most recent transactionbefore you can access previous ones. For example, if you are doing a transaction and theinterrupt level indicator is INT-4 you cannot access the transaction whose interrupt levelindicator is INT-1 until you have completed all the other transactions.If you attempt to interrupt the Console more than four times, the Console displays themessage "Interrupt level exceeded" at the bottom of the screen. Complete a transactionbefore proceeding with another transaction.Performing Transactions:Interrupting a TransactionIn Mode 13-6
In Mode 2PageControl Consoles use Mode 2 communication exclusively withEquitrac Office, Equitrac Express, PrintLog Accounting Server, andPrint Release System (PRS).At a Glance...Making PhotocopiesReleasingDocumentsYour system administrator can configurePageControlConsoles tosupport secure document release and copy control. When configured,your prints or copies are tracked by an Equitrac System.Secure printing uses an Equitrac system’s queuing feature in conjunction with thePageControl Console for user-controlled release. The Equitrac system holds documentssent to registered devices in the secure print queue. Using the Console, you can view,select, delete, or release documents to the printer. You can also walk to a differentcompatible printer and redirect documents to the new printer.Copy control provides copy device control that can authorize and track transactions madeat copy devices.Making PhotocopiesTo access the copier device to make photocopies, the Console prompts you to either swipea card (magnetic stripe or proximity) or enter a PIN using the keypad or optionalQWERTY keyboard and press ENTER. When entering a PIN using the keyboard, press andhold ALT to enter an uppercase character. See the control system documentation forcomplete details on Console prompts and messages.Note: Use the corresponding function keys (F1, F2, F3) below the Console screen, as wellas the number pad keys, to complete your transactions.If prompted, enter a secondary PIN and press ENTER.The Console processes your entry and verifies your primary and optional secondary PIN.When prompted on the Console screen, press the corresponding function key to copydocuments.If prompted, enter the numeric billing code to which the copier usage should be charged.When the Console displays the account name, make the copies you need and press END toclose your copying session. PageControl displays the total number of copies you made.The Console notifies you when:• Your copying session has been closed and the PageControl Console is now ready forthe next user.PerformingTransactions: In Mode 2Making Photocopies3-7
Your copying session has been terminated because the account is either out of funds oris locked.Releasing DocumentsTo release documents for printing, the Console prompts you to either swipe a card or enter aPIN using the numeric keypad and press ENTER. See the control system documentation forcomplete details on Console prompts and messages.Note: Use the corresponding function keys (F1, F2, F3) below the Console screen, as wellas the number pad keys, to complete your transactions.If prompted, enter a secondary PIN and press ENTER.The Console processes your entry and verifies your primary and optional secondary PIN.When prompted on the Console screen, press the corresponding function key to printdocuments.When prompted on the Console screen, press the corresponding function key to release alldocuments, select a specific document sent to this specific printer, or to browse documentsyou have sent to all compatible printers in the group. See the control systemdocumentation for details on pull group functionality.When you select a document, press the corresponding function key to print or delete thedocument, or to stop browsing documents.The Console notifies you when:Your document has been released for printing.Your document has been deleted.You have no documents waiting to be printed.Your printing session has been closed and the Console is ready for the next user.Performing Transactions:ReleasingDocumentsIn Mode 23-8

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