GSL Solutions ICABR01 INTCV01 User Manual part 2 of 2

GSL Solutions, Inc. INTCV01 part 2 of 2

Contents

User Manual part 2 of 2

 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 57 of 103   CHAPTER 8. GENERATE A REPORT - REPORTS [ F10 ]   8.1. Report Types.  The  System  makes  it  possible  to  generate  a  wide  variety  of  reports. Stored  information  can  be  sorted  based  on  Patient  Name,  Location, Aging Status, Partially Delivered orders, etc.  8.2. Report by Patient Name.  This  report  provides  the  user  with  a  list  of  all  active  locations  sorted alphabetically by last name. The Patient Report should be printed each night at closing. In  the event the IntelliSys system  is  down, the  printed Patient  Report  may  be  used  for  manual  search  and  retrieval  of prescriptions until the system is back up. 8.3. Report by Location.  This report provides the user with a list of all active locations sorted by the location in numeric order.  8.4. RX Aging Report.  Provides  the  user  with  a  list  of  all  active  locations  sorted  by  age  of prescription (date scanned into the system).  8.5. Report by Drug.   This report provides a list of drugs in the IntelliSys system.  8.6. Volume Summary.  Gives a count of total prescriptions processed. The report can be broken down monthly, daily, and hourly. This report is useful  to generate work counts.  8.7. Volume by Operator.  This report is similar to volume summary, but it further breaks down the data to individual users.  8.8. History.  A simplified version of the History [F7] tab. The user is able to export the history  report  to  a  Microsoft®  Excel  spreadsheet  or  print  directly  to  a printer.  8.9. Partially Delivered Orders.   Provides the user with a list of active prescriptions which were partially delivered such as a “Temporarily Out of Stock” (TOS).  8.10. HIPAA Notices.  Provides a list of HIPAA Notices delivered to patients and HIPAA Notices signed by patients.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 58 of 103   8.11. Tag Misreads.   Gives a report of the general health of a drawer. GSL personnel may ask a  user  to  look  at  this  report  if  the  pharmacy  is  having  issues  with  a drawer.  8.12. Central Fill Receive.  Provides  information  about  prescriptions  received  from  a  central  fill facility.  8.13. Central Fill Return.  This report shows prescriptions returned to the central fill facility.  8.14. Inventory.  Provides information about current inventory in the GSL system.  8.15. Steps to Generate a Report. Use your badge to identify yourself and access the database.  Press the Reports tab or [F10] button to access the Reports screen. To print a report, select your print preferences from the menu bar, such as zoom, page width, etc., and then send your report to the printer or to a file  (Figure  57).  You  can  select  a  specific  printer  or  print  layout,  page setup,  or  export  the  report  to  a  Microsoft®  Excel  spreadsheet  or  to  an Acrobat® PDF file.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 59 of 103   Figure 57. Print and Export buttons. 8.16. Volume Reports The Volume Reports are useful to generate an accurate count of specific activities throughout the pharmacy.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 60 of 103    Figure 58. Volume Summary Report. Use the StartDate and EndDate boxes to set the date range of the report (Figure 58). To further breakdown each month into daily totals, click the small “+” next to the corresponding month.  Daily totals can also be broken down hourly by again clicking the small  “+.” The  small  ”+”  across  the  top  of  the  report  will  break  the data down to each specific pharmacy, if multiple pharmacies are associated with the IntelliSys server.  Site  totals  can  be  further  broken  down  to  specific  workstations  and  coupling stations. To view data specific to a user(s), check their name in the Operators drop down box. The data contained along X axis is selectable in the States drop down  box.  For  more  info  on  the  filter  bar,  see  section  7.1  in  the  History  [F7] section.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 61 of 103   8.17. Volume by Operator The Volume by Operator report is similar to the Volume Summary report. Notice in Figure 59 the range of dates has been replaced with the users. This report is useful to observe data for all pharmacy employees. Clicking on  the  “+”  next  to  each  user  will  break  down  their  totals  by month/day/hour.   Figure 59. Volume by Operator Report.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 62 of 103   CHAPTER 9. THE SYSTEM ADMINISTRATOR 9.1.   INITIAL SET UP AND ADMINISTRATOR FUNCTIONS   Once  the  System  is  installed  and  all  components  are  working  correctly,  the software  can  be  prepared  for  use.  To  begin,  use  the  default  supervisor  log-in information provided by the installer, and go to the Admin screen [A + Alt]. The Admin [Alt + A] screen is used whenever the Administrator needs to: 1.  Identify new users or update existing ones;   2.  add SmartBadges;  3.  reset, place drawer online, and offline;   4.  access diagnostic logs for troubleshooting; and  5.  automatically upload data logs to GSL support staff. Individuals who are allowed to access the software, open SmartDrawers, or add or remove prescriptions must have a SmartBadge. Each badge contains an RFID tag and a barcode which allows the SmartBadge to be “read” by scanners.  The System is capable of monitoring an infinite number of users. However, the System is configured to allow only 4 simultaneous users to access drawers, file or retrieve prescriptions, perform RTS functions, etc.  9.2. ACCESS LEVEL 9.2.1.  ADMINISTRATOR - Pharmacy staff member(s) responsible for maintaining the GSL System. The Administrator(s) have access to all GSL Will-call Client settings.  9.2.2.  SUPERVISOR - Pharmacy staff member with privileges to override user warnings. The supervisor does not have access to user settings or the Administrator tab [A+Alt].  9.2.3.  RPH - Usually reserved for the Pharmacist. The Pharmacist(s) can override user warnings,but, like the Supervisor, cannot access the Admin [A + Alt] screen.  9.2.4.  OPERATOR - Operators are also known as technicians.This group has access only to basic system functions and cannot override any user warnings.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 63 of 103   Figure 60.  Administrator [A + Alt] – Add or Edit Users screen  9.3.   IDENTIFY NEW USER OR UPDATE AN EXISTING USER  9.3.1. To add or update users, follow the steps shown below:   Log-in to any workstation client (requires administrator privileges).   Click once on the Admin [A + Alt] Tab.   Click once on the Users sub tab. 9.3.2. To edit a user:    Type  username  or  last  name,  first  name  to  find the  person  you want to edit.   Highlight the desired user and click to populate the editable fields.   Edit desired field and click save.  9.3.3. To enter a new user:    Click on the Create New User Check Button (see Figure 64).   Populate all fields per level of access.   Click on Save to save the user. NOTE: NEVER DELETE OR EDIT THE ADMINISTRATOR ACCOUNT.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 64 of 103   9.4. ADD SMARTBADGES  9.4.1. Before a SmartBadge can be used it must be added to the system. Follow these steps to add a SmartBadge to the system (see Figure 61):  Log-in to any workstation client (requires Administrator privileges).   Click once on the Admin [A + Alt] tab.   Click once on the User I.D. Badges sub-tab.   Simply place the SmartBadge on the RFID Reader. You should hear the  happy  “chirp”  tone  which  indicates  the  SmartBadge  was successfully accepted. Alternatively, the SmartBadge can be scanned by a Barcode scanner if an IntelliPad is not present or operating. Note:  The  SmartBadge  can  only  be  added  at  a  Workstation  Client with an IntelliPad or Barcode scanner present. To  identify  each  SmartBadge  with  a  specific  person  for  documentation purposes, manually enter the 3-letter Badge I.D. in the Employee I.D. Field. Once the individual users  and SmartBadges are identified to the system, you  can  begin  entering  customer  information  and  filing  and  retrieving prescriptions.  Figure 61.  Administrator – Add SmartBadges screen.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 65 of 103   9.5.   RESET OR PLACE A DRAWER ON OR OFFLINE  Occasionally,  a  drawer  may  need  to  be  restarted  or  taken  offline  for  a number  of  reasons.  Following  are  steps  to  perform  this  function  (see Figure 62).  Log-in to any workstation client (requires administrator privileges).   Click once on the Admin [A + Alt] tab.   Click once on the System Status sub-tab.   Select the drawer either by drawer number or by number range of the drawer.   To take the drawer offline, simply click on the tab “Take Offline.”   To bring the drawer online, simply click on the tab “Bring Online.”   To restart the drawer, simply click on the “Restart” tab.  Figure 62.  Administrator – Drawer Status screen.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 66 of 103   9.6. UPLOAD LOGS  GSL  uses  the  logs  to  troubleshoot  and  debug  IntelliSys  remotely.  The logs contain only the actions taken by the system and the users to help us better  identify  a  problem.  NO  PATIENT  DATA  IS  SENT  WITH  THE LOGS. To upload the log files a GSL representative will inform you which logs to include by checking the boxes at the top of the screen, and then click the Start UploadLogs button. The rest of the process is automated.  Figure 63.  Upload Logs—for remote troubleshooting.  Note: All users have the ability to upload logs through the Admin [A + Alt] tab.  However,  the  Admin  tab  contains  many  other  features  that  are  not available to all users and will only appear for certain roles.  For example, Operators  are  not  allowed  to  create  new  users,  so  this  feature  will  not appear on the workstations into which they are logged.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 67 of 103   CHAPTER 10.  USER ALERTS  ALERTS  DISPLAYED  ON  SCREEN.  On-screen  alert  messages  inform  users  of situations that require some user intervention or corrective action. The following table lists the on-screen alert messages users are likely to encounter, along with an explanation of the cause of the alert, and the steps necessary to correct the problem.  TABLE OF USER ALERTS 10.1.1 ALERT: Basket(s) with unknown contents present. Isolate basket(s) and then  Go  to  Entry  [F1]  screen.  Place  basket  on  pad  and  press ‘Reset Basket’ after inspecting.  REASON: A SmartBasket was shelved without being linked to its contents.  SOLUTION: Press [F2] to open the Search window. Problem basket(s) will be highlighted in Pink. Click  on  highlighted  “Unknown  Contents.”  All  suspect  baskets  will  be displayed at right. Press [F12] to perform a pull operation to remove the basket(s).  Press [F1] to open the Entry screen, reset the basket, and then correctly link the basket with the contents. 10.1.2 ALERT: Unauthorized  basket(s)  removed  from  drawer.  Call  Supervisor, isolate basket(s).  REASON: The wrong  basket  was  removed and then A) was left in the cabinet,  or  B) was removed from the cabinet. Any unauthorized pull locks the system and requires a supervisor to clear the error.  SOLUTION: DO  NOT  REMOVE  THE  CONTENTS  FROM  THE  BASKET.  Contact  the supervisor to override the error message and alarm.  Supervisor: Log on, then click to acknowledge the alarm and clear the error message. Follow the steps outlined in Alert message 10.1.3 to complete this operation. 10.1.3 ALERT: Basket(s) requiring reverification present.  REASON: The  wrong  basket  was  pulled  and  A)  left  in  the  cabinet,  or  B)  the  wrong basket was removed from the cabinet, or C) no basket was pulled, but the RFID  tag  on  the  basket  is  not  operating.  In  case  of  a  bad tag,  the  basket should be removed and the contents unlinked from that basket and linked to a new, good basket. The bad basket should be turned over to a supervisor. Any unauthorized pull requires a supervisor to clear the system. Determine which  condition,  A,  B,  or  C,  caused  the  error,  and  follow  the  appropriate steps.  SOLUTION: The  wrong  basket  was  pulled  and  then  was  put  back  in  the cabinet:  Press INSPECT [F6] and system will highlight basket(s) in Peach color. Select the basket(s). Press [F12] or click Pull and remove the basket(s). Press  VERIFY  [F3].  Scan  each  basket  and  visually  inspect  contents  to ensure match. Click on  Yellow User  Verifies button on bottom of  screen to clear error condition. Put basket back in cabinet.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 68 of 103   The wrong basket was pulled and was not put back in the cabinet: Press  SEARCH  [F2]  and  visually  determine  which  basket(s)  need reverification. Locate the basket(s). Press  VERIFY  [F3].  Scan  each  basket  and  visually  inspect  contents  to ensure match. Click on Yellow User Verifies button on bottom of screen to clear error condition. Re-shelve the baskets. The error resulted from a bad RFID tag on a basket. Press  SEARCH  [F2]  and  visually  determine  which  basket(s)  need reverification. Locate the basket(s). Press  VERIFY  [F3].  Scan  each  basket  and  visually  inspect  contents  to ensure match. Unlink the contents and give basket to Supervisor for replacement. Link contents to new basket. Re-shelve the basket. 10.1.4 ALERT: Too many items on RFID pad. Please remove all but one.  REASON: The IntelliPad has detected more than one basket, or a basket plus an I.D. Badge. This error can occur if a badge is worn at the hip or is close to the pad reader.  SOLUTION: Check to make sure only one basket is on the pad, and that your I.D. badge is not close to it. Remove the extra basket or badge and proceed. 10.1.5 ALERT: Scan  Rejected.  An  empty  basket  must  be  present  on  the IntelliPad before scanning Rx.  REASON: No basket is present on the pad when an  Rx is scanned. The scanner will beep continuously until corrected. Linking sequence is: basket on IntelliPad, scan barcode on Rx label.  SOLUTION: Click OK in the upper right of the ENTRY [F1] screen to turn off alarm. Place basket on RFID pad and re-scan Rx. For oversized  or  refrigerated items,  click  the  Allow Rx  scan  without basket button  on  the  right  side  button  bar,  and  then  scan  the  location’s  barcode. The system will return to normal operation after 60 seconds of inactivity. 10.1.6 ALERT: Basket may not contain items for more than one patient.  REASON: During the linking process, Rxs for two different patients were scanned for a single basket. The scanner will beep continuously until corrected.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 69 of 103    SOLUTION: Click OK in the upper right of the ENTRY [F1] screen to turn off alarm. Visually  inspect  the  basket  contents  to  make  sure  all  prescriptions  are  for only one individual. Remove any Rxs intended for a different patient, and link them to a different basket. 10.1.7 ALERT: Please  note:  your  Pick  Number  and  color  have  changed  since last time.  REASON: Your Pick Number and Color are subject to change. If your number and color have changed since your last pull, this message alerts you to the change.  SOLUTION: Note the current Pick Color and Number for this operation.  Pick Numbers are only valid for one transaction and are subject to change. 10.1.8 ALERT: Unauthenticated drawer access.  REASON: A  drawer  was  opened  without  first  presenting  a  valid  I.D.  Badge  for authentication.  SOLUTION: Close the drawer and authenticate. Reopen the drawer. 10.1.9 ALERT: A basket stopped responding while drawer was closed. Isolate basket [#] and hand to Supervisor.  REASON: A  basket  previously  stopped  responding  while  drawer  was  closed.  The alarm is suppressed until the drawer is opened. Alert message 10.1.2 will appear approximately 5 seconds after drawer is opened.  SOLUTION: Click  the  button  bar  at  the  top  of  the  screen  to  clear  the  overall  system alarm. Expect  to  see  the  following  error  message:  Unauthorized  basket(s) removed from drawer. Call Supervisor, isolate basket(s). Follow the steps outlined for Alert message 10.1.2, above.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 70 of 103   10.1.10  ALERT: SYSTEM UPDATE NOTIFICATION.   REASON: Whenever this purple symbol appears in the bottom left corner of the status bar, it indicates an update has been performed and the client software needs to restart.  SOLUTION: The user should finish the current task, log-out by pressing [F9], and then log back in.  10.1.11 ALERT: SIGNATURE PAD ERROR   REASON: This indicates that the signature pad did not recognize the current action.  SOLUTION: The user should finish the current task, log-out by pressing [F9], and then log back in.  10.1.12 ALERT: DUPLICATE FRIENDLY NAME   REASON: A basket has the same 3-digit “friendly name” as another basket.  To avoid confusion this basket should be removed from the system and taken out of circulation  SOLUTION: Click the button reading This basket will no longer be used, then remove the basket from circulation.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 71 of 103   CHAPTER 11.  TROUBLESHOOTING.  11.1. POWER If cabinet power is not operating, check that the Uninterruptible Power Supply (UPS) under the cabinets is powered “on.” The indicator lights at the front of the UPS will be solidly lit. If the lights are flashing or not lit, reset the power button. If the UPS still doesn’t turn on, check that it is plugged in. If the UPS does not seem to be operable, you can plug the IntelliCabs directly into any 110v outlet. However, you will not have a battery backup should there be a power failure. 11.2. INTELLICAB DRAWER REMOVAL It  is  unlikely  that  IntelliCab  users  will  ever  need  to  remove  or  reinstall  the cabinet’s IntelliDrawers™. Never move or relocate an IntelliCab without first calling  GSL  customer  service  for  proper  moving  instructions.  Moving  an IntelliCab may  void  your  warranty  with GSL  Solutions.  Should  the  need  to remove and reinstall the drawers arise, follow the following steps. The tools needed to complete this task include:   Standard screwdriver   Small level Step  1.  To  remove  the  drawers,  start  with  the  drawer  on  the  left  side  of  the cabinet, and pull the drawer out of the cabinet until it stops, then push it back in slightly.   At the bottom rear of the drawer, be sure to unplug the network connection, unscrew the black thumbscrew, and remove the tension plate attached to the thumbscrew before proceeding (Figure 64).       Figure  64.  Ethernet  cable  plugged  in  and  plate  screwed  on  (a);  Ethernet cable unplugged (b).
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 72 of 103   Figure 65. Slide extension stop. Figure 66. Locking fork.  Figure 68. Insert the ears on bottom drawer glide into roller guides (a); lift drawer to clear the stop, (b). a b  Figure 67. Ears on bottom of drawer slide.  Step 2.  Locate the rubber slide extension stop (Figure 65) on the top of the drawer and pull the slide extension stop forward to  release  the  upper  slide.  Push  the upper slide back into the cabinet, tilt the drawer  upwards  and  slide  it  out  of  the cabinet.   Step 3.  You must close the locking fork at the  back  of  the  cabinet  which corresponds  to  the  drawer  you  removed before you can remove the next one (see Figure 66). Place the drawer out of the way, taking  care  not  to  damage  the  metal  work, and repeat the process for each drawer in the cabinet. Once the  cabinet is  in  position,  the drawers can be easily replaced after leveling the unit. 11.3. INTELLICAB DRAWER REPLACEMENT The  IntelliCab  System  is  equipped  with  drawer  locks  featuring  an  anti-tilt mechanism to allow only one drawer to be opened at a time. Before replacing a drawer that has been removed, make sure the locking fork (located on the inside back wall of the cabinet –see Figure 66) for the drawer to be replaced is open and can accept the drawer.  Step 1. To replace the drawers, you must first engage the bottom slide. Pull the bottom slide out of the cabinet and insert a screwdriver through the two holes on the side of the slide to keep the slide extended outside the cabinet. Lift the drawer and insert the edges and “ears” on  the bottom drawer slide (Figure 67) into the guides at the front of the lower slide, and push the drawer onto the lower slide until the drawer stop is engaged (Figure 68).
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 73 of 103   Figure 69. Horizontal and  vertical alignment screws.  Step 2. Tilt the drawer up slightly to clear the stop, and insert the slide extensions into the space between the slide rollers, continuing until the slide is completely engaged.  Step 3.  Attach the upper slide. Pull the upper slide forward until all four rollers are  in  the  slide  U-channel  and  push  the  rubber  slide  into  place  until  it  locks. Slowly close the drawer after inserting.  Step 4.  Reconnect the network cable, insert the tension plate in place, and tighten the black thumbscrew (see Figure 64). Repeat the process for each of the drawers. 11.4. ALIGN THE DRAWERS Prior  to  using  the  cabinet,  each  of  the  drawers  should  be  aligned  to  ensure smooth operation. Before aligning the drawers, make sure the cabinet has been leveled and that it does not rock from side to side or from front to back. Alignment screws are located on the underside of each drawer, at the front of the bottom slide (Figure 69). These can be used to raise or lower the drawer and move it from side to side.  To align the drawers, start with the drawer on the left side of the cabinet. Using a 4mm Allen wrench, loosen the side screws (Figure 69 - “A”), and then raise or lower the drawer as needed by tightening or loosening the vertical alignment screw (Figure 69 -  “B”).  The  front  face  of  the  drawer  should  be adjusted to allow approximately 0.15 inch of space at  the  top  of  the  drawer  when  it  is  closed.  Make sure the side alignment screws remain engaged in the U-channel while aligning the drawers.   When  the  vertical  alignment  is  complete,  adjust  the  horizontal  alignment  by tightening or loosening the horizontal alignment screws. To adjust the drawer to the right, loosen the right screw and tighten the left; to move the drawer to the left, loosen the left screw and tighten the right. When the horizontal position is correct,  with  approximately  0.15  inch  of  space  on  the  left  edge  between  the cabinet  frame  and  the  drawer,  tighten  the  horizontal  adjustment  screws  just enough  to  ensure  that  the  drawer  is  snugly  locked  into  position.  Repeat  the process for the drawer on the far right, leaving a 0.15 inch space between the right  edge  of  the  drawer  and  the  cabinet  frame,  and  then  adjust  the  middle drawer(s) so that all of the drawers are spaced evenly and freely slide in and out of the cabinet. Note: IntelliCab drawer slides are tested at the factory prior to shipment and do not require any additional lubrication. The application of any type of lubricant to the  slides  by  the  customer  may  impair  their  operation  and  may  void  your warranty.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 74 of 103   11.5.  STARTING THE FAIL-OVER SERVER. See section 12.2. 11.6.  FIND PRESCRIPTIONS IF THE SYSTEM GOES DOWN. See section 12. 11.7 .  LOCATE FAILED RFID TAGS WITH AN ELECTRONIC CUBBY REPORT. Note: This function is designed to help you find baskets that are not being read by the IntelliCab drawer, or a basket that may have been accidentally put into the IntelliDrawer backwards (with the RFID tag facing the front). The System will light cells it thinks are empty. When  an  RFID  tag  or  SmartBasket  is  placed  in  the  IntelliCab,  the  user receives audio and visual feedback that a RFID tag or SmartBasket was read  correctly.  However,  in  a  few  special  circumstances  the  RFID  tag may fail to read. For example, after opening and closing the IntelliDrawer, items  within  the  SmartBasket  may  shift. If the SmartBasket contains  Rx materials with any foil packaging, then the RFID tag may stop reading, or the RFID tag may be weak. If this occurs the user may not know the RFID or SmartBasket is now not reading within the IntelliDrawer.  To  verify all RFID tags  or SmartBaskets are  reading  properly,  the  following steps should be followed:  Figure 70. Inspect Drawers [Alt + F6] for correct operation.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 75 of 103   Step  1. From  the  main  menu  click  on  the  Inspect  Drawer  Tab  or  press [ALT+F6]. Step  2.  Click  on  the  first  drawer,  while  holding  down  the  left  mouse  button, move the mouse down until all the drawers are highlighted then release the left mouse button. Step 3. Next, simply click on Pull or press [F12] to activate a pull operation. Step  4. The  light  will  illuminate  on  each  cabinet  with  your  Pick  Number  and Color. Authenticate yourself at the first drawer; once your number/color blinks, proceed to open the drawer. Step 5. Once the drawer is opened, the green LED lights turn on and scroll row by row from the top to the bottom. In this  mode, the lights indicate that the System believes each lit cell to be empty. Should a light flash on a cubby that has  a  SmartBasket  located  in  it,  the  user  should  remove  this  SmartBasket. This indicates the SmartBasket may have been put in backwards or is “bad” and is no longer being read by the System.  As mentioned above, this is most likely  due  to  metal  interference  and  improper  loading  during  the  coupling process. If an empty location does not light up, this could indicate a bad LED light strip beneath that cell. Step 6. Once you have verified and removed any “bad” SmartBaskets from the drawer,  close  the  drawer  and  repeat  the  step  for  the  next  drawer  until  all drawers are verified.  Step 7. If any SmartBaskets were removed, the user should place the basket on an RFID Reader and verify the basket is empty. If the SmartBasket does not read, remove all the contents of the basket and try reading again.  Step 8. If the SmartBasket is reading once the contents are removed, simply couple the contents to the SmartBasket again, ensuring no foil packaging is placed near the back left side of the SmartBasket.  Step 9.  If the RFID tag still does not read, even when all the items have been removed, the SmartBasket should be isolated and removed from production. The  contents  of  that  basket  should  then  be  recoupled  to a  different SmartBasket.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 76 of 103   CHAPTER 12. SYSTEM BACKUP AND RECOVERY OVERVIEW The  GSL  System  contains  numerous  methods  and  functions  enabling continuous operation with little-to-no down time of operation personnel.  At  the  system  level,  Hot  Server  Standby  along  with  nightly  database backups provides full system recovery options.  At  the  IntelliCab  component  level,  each  IntelliDrawer  operates  as  a  separate functional  unit.  A  failure  of  an  IntelliDrawer  does  not  affect  the  operation  of adjacent or other IntelliDrawers. For those failures that are temporary in nature, such as a power failure, IntelliSys automatically creates a "PatientReport" every thirty minutes onto a remote server of choice, thus enabling patient lookup via paper.  At  the  Software  Client  level,  failure  of  local  or  attached  devices  such  as  an IntelliPad  or  barcode  scanner  are  failed  gracefully  to  other  methods.  If  an IntelliPad fails, then the barcode scanner can be used. If the barcode scanner is also unavailable, then manual entry of information can occur. 12.1. DATABASE AND EVENT LOG BACKUP Each night at 2300 the system automatically creates a set of backup data in a Staging folder. This folder contains backups of all SQL Server databases and event log-information per DISA standards. Database backups will be saved in a  rotating  "last  7  days"  mode,  while  System  Event  Log-information  is maintained for a minimum of one year. With the information contained in the staging  folder,  customer  provided  backup  utilities  can  safely  copy  this information into a central repository of backup data. 12.2. STANDBY SERVER GSL  provides  a  Standby  "Backup"  server  for  customers  purchasing Enterprise  or  Enterprise  Plus  IntelliSys.  GSL  has  partnered  with Doubletake  Software,  which  enables  the  real-time  backup  of  all information  from  the  Production  Server  to  Standby.  Upon  fail-over,  the Standby  system  will  reconfigure  itself  as  a  complete  "clone"  of  the production  server,  the  original  production  server  will  be  asked  to shutdown  (if  running)  and  the  standby  will  reboot.  Upon  reboot,  a complete  and  exact  copy  of  all  data  and  configuration  is  produced, resulting in a production system with few if any transactions lost. 12.3. PATIENT REPORT/PDF BACKUP In case of complete system failure due to  events such as power loss or network failure, the System produces an electronic Patient Report every
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 77 of 103   thirty  minutes.  This  report  contains  essential  prescription  look-up information allowing for the discovery of Patient Name (and DOB), along with the physical location of those prescriptions within the IntelliDrawers, Oversize, and Refrigerator. It is recommended this report be placed onto a  server  or  workstation  located  in  a  different  facility  than  the  computer room.  GSL also recommends the server or PC  utilize an Uninterruptible Power Supply (Battery) in case of total power failure.  12.3.1. STEPS TO LOCATING AND USING THE PATIENT REPORT.  Figure 71. Using the Patient Report. Step  1. Locate  the  red  medium-size  basket  labeled  “Customer  Kit.”  (This basket  is  usually  in  the  highest  numbered  Large  cabinet  in  the bottom row).  Step 2.  Once inside the medium red basket, locate the patient backup report instructions  which  will  provide  the  location  of  the  patient  backup report.  Step  3.  Once  you  locate  the  backup  report,  print  and  place  near  the IntelliCabs for all to use. Note: this report will be in alphabetical order by patient name. The report will also display the location of the  SmartBasket  and  the  number  of  Rxs  contained  within  the IntelliCabs.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 78 of 103   Step  4. Identify  the  patient  on  the  report,  identify  the  IntelliCab,  open  the drawer and identify the location of the basket(s). Example: patient name is  John Doe and the location identified is W0120. The user will go to the drawer labeled 100-219. Once opened, locate cubby number 120 (see Figures 72a and 72b).          Figure 72a and 72b. Locating the drawer and cubby containing  the Patient Report – example from Step 4. Step 5.   Once the SmartBasket is removed from the system, you will need to annotate the removal on the patient report by signing or initialing by the patient’s name. 12.3.2. STEPS TO UPDATE THE SYSTEM ONCE ALL INTELLICABS ARE BACK ONLINE.  Step1. The  IntelliSys  application  will  display  yellow  alerts  stating SmartBaskets are removed without authorization.  Step 2.  Click the [F2] function key. You will see a list of SmartBaskets that were removed from the system. These will be listed first. Step 3.  Click on the first item; the item details will be displayed on the right side  of  the  screen.  Verify  the  item  is  checked  or  initialed  on  the patient report as being removed.  Step 4.   If the item was identified as being dispensed, simply click on the pull button or press [F12]. This will update the system to identify the Rx as being dispensed from the IntelliSys.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 79 of 103   Step 5.  Repeat process for each item. If an item is displayed in IntelliSys as removed  but  is  not  on  the  patient  report;  the  supervisor  must investigate further to determine the status.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 80 of 103   12.4. DEVICE FAILURE AND RECOVERY OPERATION   12.4.1. INTELLIPAD AND COMPONENTS The  GSL  IntelliPad  consists  of  several components: 1.  RFID Reader a.  Low voltage power supply b.  Standard RJ 45 Ethernet         cable 2.  RFID Antenna 3.  Coaxial Cable  The  RFID  Reader  is  used  to communicate to the IntelliSys application. This  component  is  programmed  at  the factory with an IP address, MAC Address,                         and Subnet Mask.  Figure 73. Front of RFID Reader with Ethernet cable. The  front  of  the  RFID  Reader displays 2 LEDs: one  Red and one  Green.  The  Red  LED indicates  the  device  is connected  to  the  network  via the RJ  45 Ethernet cable. This LED  consistently  flashes  when the  RFID  Reader  is communicating  with  the network.  The  Green  LED indicates  the  RFID  Reader  is receiving  power.  This  light should not flash (Figure 74).  Figure 74. RFID Reader with front LEDs. The RFID Antenna is a plastic black box with one coaxial connector on one end and is usually mounted underneath the countertop. The Antenna reads the GSL RFID tag placed near it and sends the information to the RFID Reader. There are no serviceable parts within the RFID Antenna.  The Coaxial Cable is used to connect the RFID Reader with the RFID Antenna. This cable simply twists a quarter turn clockwise and locks in place at the RFID Antenna (There is only one place the cable will connect). The other end of the cable is connected the same way; however, there are several connectors on the RFID Reader. The Coaxial Cable is always connected to the connector furthest
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 81 of 103   from the power and Ethernet connection (Figure 75). The Coaxial Cable should be run in a way that it does not coil or hang freely under the counter. A “zigzag” pattern usually works best in reducing interference. When  troubleshooting the  IntelliPad  and components, you should always  check  the  two LEDs, the Coaxial Cable connections,  the  “route of  the  cable,”  and  for any  metal  objects  near any of the components. Metal objects will cause interference  and  may reduce the ability of the IntelliPad  to  read.  Also, the  IntelliPad  has  no user-level  serviceable parts. Figure 75. Coaxial Cable is attached to connector on left side.  12.4.2. INTELLIPAD FAILURE An IntelliPad offers very fast electronic reading of SmartBaskets or RFID Badges by simply placing the item on the counter over the reader. If an IntelliPad fails for any reason, including power fail, network fail or device failure,  the  System  will  alarm  and  indicate  which  IntelliPad  has  failed. During  the  failure,  normal  system  functions  can  occur  via  use  of  the barcode  scanner.  Every  SmartBasket  and  SmartBadge  contains  a barcode specifically for this purpose.  12.4.2.1. INTELLIPAD FAILURE – ENTRY [F1] SCREEN With  the  IntelliPad  unavailable,  simply  scan  each  prescription  into  the SmartBasket. After the last RX has been scanned, scan the barcode on front of the SmartBasket. If  a  barcode  scanner  is  unavailable,  manually  type  each  RX  into  the RX/PatientName field and depress either [TAB] or [ENTER]. After the last RX is entered, click on the LOCATION field and then manually enter the 3 character SmartBasket I.D. into this field, then depress [ENTER]. In  order  to  view  basket  contents  on  the  ENTRY  [F1]  screen,  use  the barcode scanner and scan the barcode on the front of the SmartBasket. If a barcode scanner is unavailable; Click on the LOCATION field and then
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 82 of 103   enter  the  3  character  SmartBasket  I.D.  into  this  field,  then  depress [ENTER]. In order to clear the entry screen and ready for the next operation, switch screens  to  the  Search  Screen,  AND  THEN  back  to  the  ENTRY  [F1] Screen. 12.4.2.2. INTELLIPAD FAILURE - LOGIN SCREEN If an  IntelliPad  is  unavailable,  use  the  barcode  scanner  to  scan  the SmartBadge. If a  barcode  scanner  is  unavailable, manually enter the 3-character Badge I.D., followed by username and password. 12.4.3. SCANNER FAILURE A wireless Bluetooth scanner’s battery may not hold a charge after  two to three years, in  which case  the battery  will  need  to  be  replaced (contact GSL Solutions  for service). However, the scanner  will still operate while on the cradle. When a barcode scanner is unavailable, then manual data entry can be used. Note  that  if  there  are  multiple  wireless  scanners  at  a  site,  they  are programmed  specific  to  their  respective  cradles.  First  make  sure  that  the wireless scanner is matched with its paired cradle. 12.4.4. SCANNER FAILURE- ENTRY SCREEN If  a  barcode  scanner  is  unavailable,  manually  type  each  Rx  into  the Rx/PatientName field and depress either [TAB] or [ENTER]. After the last Rx is entered, click on the LOCATION field and then manually enter the 3 character SmartBasket I.D. into this field, then press [ENTER]. To  view  basket  contents  on  the  ENTRY  [F1]  screen,  use  the  barcode scanner  and  scan  the  barcode  on  the  front  of  the  SmartBasket.  If  a barcode  scanner  is  unavailable,  click  on  the  LOCATION  field  and  then enter  the  3-character  SmartBasket  I.D.  into  this  field,  then  press [ENTER]. To  clear  the  entry  screen  and  prepare  for  the  next  operation,  switch screens to the Search Screen, then back to the ENTRY [F1] Screen. 12.4.5. SCANNER FAILURE – LOG-IN SCREEN If  a  barcode  scanner  is  unavailable,  manually  enter  the  3-character Badge I.D., followed by username and password.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 83 of 103    12.4.6. SCANNER FAILURE - SEARCH SCREEN If a barcode scanner is unavailable for patient lookup, click on the column headers such as PCode, LastName then manually enter the appropriate patient information for lookup and search.  12.4.7. INTELLIDRAWER FAILURE Each  IntelliDrawer  operates  as  an  independent  unit  and  failure  of  any one  (or  more)  drawers  will  not  affect  operation  of  other  IntelliDrawers. The System offers provisions to file and find prescriptions stored within drawers  that  are  offline  or  failed,  thus  allowing  degraded  but  normal operation to occur.  If an IntelliDrawer fails to respond, a warning screen may appear.  Figure 76. IntelliDrawer failed to respond. In  the  event  an  IntelliDrawer  experiences  failure,  two  choices  of  continued operation are available: Swap Baskets or Use Drawer in Offline Mode. 12.4.8. SWAP BASKETS. Swapping baskets to other operating drawers is standard practice when an IntelliDrawer fails. Step 1.  Set IntelliDrawer to Offline. Using the Admin Tab, System Status Sub-Tab, locate the failed drawer, click Offline, then
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 84 of 103   click on the YES button, or press the [Y] key on the keyboard, to bring the drawer into an offline condition. Once offline, the drawer will not attempt to electronically scan for SmartBasket insertion or removal. Step 2.  Using the INSPECT screen, highlight all the baskets contained in the drawer just taken offline. Step 3.  Press [F12] to initiate an Inspect Pull of all baskets in the IntelliDrawer. Step 4.  Click on Confirm Pull which will indicate to the System all baskets are now out of the drawer. Step 5.  Re-file the SmartBaskets just removed into any other IntelliDrawers. Step 6.   Place a note on the failed IntelliDrawer indicating a DoNotUse condition to prevent anyone from filing new SmartBaskets into this drawer. Step  7. Contact  GSL  and  follow  the  instructions  to  troubleshoot  the failure ММ – 24/7 Support Line: 866.477.2682  12.4.9. USE DRAWER IN OFFLINE MODE.  IntelliDrawers  may  also  be  used  in  Offline  mode.  In  this  mode, SmartBaskets  can  be  removed  from  the  drawer,  and  new SmartBaskets can be filed within the drawer. Set  IntelliDrawer  to  Offline.  Using  the  Admin  Tab  and  the  System Status  Sub-Tab,  locate  the  failed  drawer,  click  Offline,  then  click  on the  YES  button,  or  press  the  [Y]  key  on  the  keyboard,  to  bring  the drawer  into  an  offline  condition.  Once  offline,  the  drawer  will  not attempt to electronically scan for SmartBasket insertion or removal. 12.4.9.1. SEARCHING FOR PATIENT PRESCRIPTIONS IN OFFLINE INTELLIDRAWERS When  searching  for  patient  prescriptions  in  offline  mode,  perform normal lookup functions via the SEARCH [F2] Screen. When the pick is initiated, there will be no lights to guide or follow and the system will follow the same procedure as if an Oversize item was selected.  Step  1.  Lookup  patient  per  normal  methods  and  perform  a  pick operation.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 85 of 103   Step 2.   Note the  location(s)  of  the prescriptions on  the screen.  For those  prescriptions  located  within  an  IntelliDrawer  that  is offline,  the  System  will  indicate  this  will  be  a  manual  pick operation. Step 3.  Use the pick information and locate the SmartBasket  within the drawer and remove. Step  4.  Bring  the  SmartBaskets  back  and  then  use  the  barcode scanner to scan each basket to verify the proper basket was retrieved. 12.4.9.2.  FILING SMARTBASKETS INTO OFFLINE INTELLIDRAWERS If  multiple  drawers  are  not  working,  or  an  entire  IntelliCab  is  down, check the UPS (battery backup), and check the connections from the UPS to the IntelliCab. Filing SmartBaskets into offline IntelliDrawers can be performed using the wireless scanner provided with the system. GSL recommends you use a PC that is located close to the IntelliDrawers with an associated wireless scanner. For  each  SmartBasket  to  be  filed,  first  scan  the  barcode  located  on the  front  of  the  basket.  Then place  the  SmartBasket  into  a  cell  and scan the barcode for that location. Listen for the "happy chirp" tone to be emitted from the PC for each operation. When normal  IntelliDrawer operation resumes,  the system will check the  location  of  all  the  SmartBaskets  within  the  drawer  and  will automatically adjust for any discrepancies.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 86 of 103   CHAPTER 13. SUPPORT AND WARRANTY 13.1. ABOUT GSL SOLUTIONS, INC GSL  Solutions,  Inc.  designs  and  produces  a  variety  of  storage  and  tracking products  specifically  designed  for  retail  pharmacies’  will-call  operations. Headquartered in Vancouver, Washington, the Company’s Will-Call Storage and Retrieval  System  cabinets  and  associated hardware and  software components improve safety and compliance, streamline workflow, and increase the efficiency of your pharmacy operations. 13.2.  WARRANTY DISCLAIMER  OF  IMPLIED  WARRANTIES  AND  LIMITATION  OF LIABILITY GSL Solutions, Inc. warrants that the Will-Call Storage System delivered by GSL Solutions, Inc. will be of the kind and quality described in the order or contract and  will  be  free  of  defects  in  workmanship  or  material.    Should  any  failure  to conform  to  this  warranty  appear  within  ―1―  (one)  year  of  purchase,  GSL Solutions, Inc. shall, on notification, correct such non-conformity, including non-conformance  with  the  specifications,  at  its  option,  either  by  repairing  any defective part  or parts, or  by making available a  repaired or  replacement part.  For  military  bases  outside  the  United  States,  GSL  Solutions,  Inc.’s  obligation under  this  warranty  shall  not  include  any  transportation  charges  or  costs  of installation. Any  improper  use,  operation  beyond capacity,  substitution of  parts not approved by GSL Solutions, Inc., or any alteration or repair by others in such manner that in GSL Solutions, Inc.’s judgment affects the product materially and adversely shall void this warranty. GSL Solutions, Inc., makes no other warranty, expressed or implied, as to any matter  whatsoever  including,  without  limitations,  the  design  or  condition  of  the equipment,  its  merchantability  or  its  fitness  or  capacity  or  durability  for  any particular purpose, the quality of the material or workmanship of the equipment or the  conformity  of  the  equipment  to  the  provisions  and  specifications  of  any purchase  order  or  orders  relating  thereto.  GSL  Solutions,  Inc.  shall  have  no liability for any claim, loss or damage caused or alleged to be caused directly, indirectly, incidentally or consequentially by the equipment or software, or by any inadequacy thereof or deficiency or defect therein, by any incident whatsoever in connection therewith, arising in strict liability, negligence or otherwise. Correction of non-conformities, in the manner and for the period of time provided above,  shall  constitute  fulfillment  of  all  liabilities  of  GSL  Solutions,  Inc.  to  its customer, whether based on contract, negligence or otherwise, with respect to, or arising out of, such equipment.  Neither GSL Solutions, Inc. nor its customer shall be liable for special, indirect or consequential damages, or damages due to delay.  The remedies set forth in this Section are exclusive, and are the limits of any  liability  of  GSL  Solutions,  Inc.,  with  respect  to  any  contract  or  sale  or
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 87 of 103   anything done in connection therewith, whether in contract, in tort, or under any warranty. 13.3. HELP DESK    24/7 Support Line: 866.477.2682 Email: support@gslcorp.com Corporate Address:   GSL Solutions, Inc. 2414 SE 125th Ave.  Vancouver, WA 98683
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 88 of 103    APPENDIX A: USER IDENTIFICATION AND ROLES GSL IntelliSys™ System Initial User Identification and Roles Site:     Date:   By:  GSL Updated:     Updated:     Updated:      Use this table for preparing the initial system configuration.  Document staff and personnel access to the GSL IntelliSys System along with the various roles to which personnel may be assigned.   Each person accessing the system must have credentials that are maintained within IntelliSys.    This  information  is  only  used  within  IntelliSys  and  is  not  related  to  any  other  sets  of information.  Each  of the  following columns must  have  information defined  according  to the  following parameters:  Login-Username Recommend Last Name or FirstName.LastName or F.LastName. Login-Password: Recommend  simple  initial  password  and  allow  person  to  change  during training. Note: Password complexity is site specific. Depending on Site Security policies, the passwords may be relatively simple or complex. First Name Information used only within IntelliSys. May be used in reports. Last Name Information used only within IntelliSys. May be used in reports. Role Consider shift operations when assigning roles. Recommend at least one person  per  shift  have  supervisor  privileges  so  alarms  can  be acknowledged.  ROLE DESCRIPTIONS  Administrator Access to all configurable settings within the Will-Call Client.  Can add/disable system users, define security badges, place IntelliDrawers Online / Offline. Includes all functions within the RPh, Supervisor and Operator Roles. RPh Essentially  equivalent  to  Supervisor  Role.  Future  use  for  Pharmacist verification of patient Rx (new prescriptions). Supervisor Ability  to  acknowledge  system  alarms  such  as  "Unauthorized  Basket Removal." Includes all functions available within the Operator Role. Operator Can  perform  all  normal  operational  functions  within  IntelliSys,  such  as Linking,  Searching,  Return  to  Stock  (Non-Compliance),  Put-away  of prescriptions, and Retrieving Prescriptions. Vault Tech The Vault Tech role is a secondary role that can be given to any user. This role allows the pharmacy to define drugs that are controlled and gives the Vault  Tech  special  access  to  controlled  substances.  Only  the  Vault  Tech can perform non-compliance on drugs deemed to be controlled.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 89 of 103   LOGIN-USERNAME LOGIN  - PASSWORD FIRST NAME LAST NAME ROLE GSL Example 1234 Tericia Nelson Supervisor     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator     Operator
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 90 of 103   APPENDIX  B:  INSTALLATION  OF  GSL  WILL-CALL  CLIENT  APPLICATION (WCC) B.1. INFORMATION NEEDED FOR INSTALLATION The following information is required for installation:   Name of the computer on which the WCC will be installed.   Computer name or IP address of Server.   WCC software location (e.g. CD or server share)   Installation Specific Password (see internal documentation). The following software is required for installation:   Operating System:  o  Windows 7 (32 bit and 64 bit) o  Win XP SP2 o  Windows VISTA SP1 o  Windows 2003 o  Windows 2000   Microsoft .Net Framework 2.0 SPI B.1.1.  PREPARING TO INSTALL THE GSL WILL-CALL CLIENT B.1.1.1. Obtain the WCC software via CD or server share. The installation file is labeled ClickOnceClientSetup.msi B.1.1.2.  Ensure  the  Installation  account  has  Administrator  rights  and privileges. B.1.1.3. Launch the  ClickOnceClientSetup.MSI installer. A security warning will  pop  up  indicating  the  installer  is  unsigned.  Click  “Run”  to proceed with installation:
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 91 of 103   B.2.  INSTALLATION PROCEDURES FOR THE GSL WILL-CALL CLIENT SOFTWARE B.2.1.    The GSL Installation Wizard splash screen will appear following the security warning.  Click Next to proceed.                     B.2.2.    Choose the folder where you want to install the client. It is recommended you use the default folder settings. Click Next to proceed.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 92 of 103    B.2.3.   Confirm you want to install the software. Click Next to proceed.  B.2.4.  The installation progress screen will appear. Please wait to supply configuration information.  .
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 93 of 103   B.2.5. To  complete  the  installation  process,  the  user  must  supply  final configuration  information.  The  next  screen  allows  for  multiple  server targets. For each GSL IntelliSys System, please provide the server name or IP Address. For testing purposes, pressing the “Ping” button will confirm that access to the server is available. B.2.6. Server information is supplied in two columns: “Server Name” and “Server Friendly Name.” Server Name refers to the IP Address or Computer Name of the IntelliSys Server. Server Friendly Name can be associated with the server and will be the name displayed at the top of the WCC Window in a multi-System deployment. B.2.7.  When the information is complete, click OK.  B.2.8. A password was created when the server was initially configured. This      password must be used for the initial connection between the WCC        applications and the server. On the Specify GSL Broker Account        Password screen, please enter the password and password verification.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 94 of 103   B.2.9.  The final next screen will appear to indicate the successful installation of the WCC application.              B.3.  CONFIGURE THE WCC APPLICATION ON THE SERVER  B.3.1. SECURITY  OF  CONNECTION. Security established between the WCC application and IntelliSys server consists of:   Password-protected initial communication.  Secure encrypted communication.  WCC configuration on IntelliSys server.  B.3.2.  ACCESS THE INTELLISYS SYSTEM.  B.3.2.1.   Login to the IntelliSys server (with Administrator privileges). B.3.2.2.   Launch the Configurator application. B.3.2.3. Click Start -> All Programs -> GSL Will-Call Serve -> GSL Will-Call Server Configurator.   B.3.3. Select  the  “Location  Server”  configuration  level  located  on  the  left panel. Click on Create Subcomponent.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 95 of 103    B.3.4. The next window allows configuration of the WCC Application. Click on the Will-Call Client check box.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 96 of 103     B.3.5.1.   Note the phrase ClientComputer1 is highlighted.  B.3.5.2. Replace the highlighted text  with the  name  of  the PC where the  WCC  was  installed.  The  example  uses AMEDWKESN01111.   B.3.5.3.  Highlight the entire name: (e.g., AMEDWKESN01111_Will-CallClient_Service) and paste into the “Friendly Name” field.  B.3.5.4.  Click OK.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 97 of 103      B.3.5.5. Notice that a new “node” is now present under the node “location Server” and is called {MachineName}_Will-CallClient_Service.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 98 of 103   B.3.6. The next step is to create the Workstation and optional IntelliPad and scanner components.  B.3.6.1. Click on the Workstation Button, then click OK. The Configurator window will appear with “Component Details” pane.                    B.3.6.2.  De-select the “FinalVerificationWork” checkbox and click Apply.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 99 of 103   B.4.  OPTIONAL SCANNER AND INTELLIPAD CONFIGURATION  B.4.1. For each desired component, click on the MachineName}_Will-CallClient_Service Node, then click on Create Subcomponent.  B.4.2. To add a scanner, click on Scanner, then OK. Configure the settings for the Barcode scanner. Once the settings are complete, click on Apply.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 100 of 103   B.4.3. To add an IntelliPad, click on RfidPad, then OK. Enter the name of the IntelliPad  (e.g.,  Coupling  Station  A).  Enter  the  IP  Address  of  the IntelliPad. Click on Apply.                                 B.4.4.  Test the client for access and Scanner/IntelliPad functions.
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 101 of 103   APPENDIX C: GSL SOLUTIONS WILL-CALL INTELLICAB™ SYSTEM OVERVIEW SYSTEM OVERVIEW
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 102 of 103
 INTELLICAB USER MANUAL GSL-ISUM-02.0-RETAIL October 2011 © 2011 GSL Solutions, Inc.   Page 103 of 103

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