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ICL Pathway CSR+ OPERATING ENVIRONMENT: Processes andRef: CS/PRO/097
Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
Document Title:
Document Type:
Release:
Abstract:
Document Status:
Author & Dept:
Contributors:
Reviewed By:
Comments By:
Comments To:
CSR+ OPERATING ENVIRONMENT: Processes and
Procedures Description
Processes and Procedures Description
CSR+
This document describes the processes and procedures
required to successfully operate the Horizon System hardware
and software at post office counters
Approved
Margaret Cudlip, Technical Design Authority
ICL Pathway: Dave Cooke, John Dicks, Doug Jones, Vin Patel,
Alison Peacock, Helen Pharoah, Dave Tanner, Martin
Whitehead, Walter Wright
Bob Booth, Horizon Product Management
Document Controller & Author
Distribution: Pathway library, Pamela Coe, Andrew Donnelly, Doug Jones,
Brendan Nugent, Mik Peach
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ICL Pathway CSR+ OPERATING ENVIRONMENT: Processes andRef: CS/PRO/097
Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
0. Document Control
0.1 Document History
Version No. [Date Reason for Issue (Associated
(CP/PinICL No.
0.1 20/08/99 Initial draft for ICL Pathway and __Iltem transaction
Horizon review Imode CCN473c
System Busy
ICCN538a
(0.2 (01/10/99 Draft for ICL Pathway and Post
(Office Counters Ltd review
0.3 19/11/99 Draft for ICL Pathway and Post +=ICCN557/CP2240
(Office Counters Ltd review (Change text of
Complete’ button on
IProduce Reports
screen to ‘Exit’.
ICCN557/CP2245
Print copy receipt by
receipt key.
(0.4 14/01/00 Draft for ICL Pathway and Post + ICCN569/CP2243
(Office Counters Ltd review ithdrawn
1.0 17/01/00 (Approved
1.4 (06/04/00 Draft for ICL Pathway and Post + ICCN602a/CP2372
(Office Counters Ltd review (Create additional
raining data for
CSR+
ICCN614b/CP2432
LFS pick list ordering}
4.2 (04/05/00 Draft for ICL Pathway and Post —‘ PinlICL PC0034403
(Office Counters Ltd review Input field behaviour.
PinICL PC0034409
Key names on
desktop buttons
moved from bottom
right to top left.
1.3 (01/06/00 [Draft for ICL Pathway and Post
\Office Counters Ltd review
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Commercial in Confidence
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ICL Pathway CSR+ OPERATING ENVIRONMENT: Processes andRef: CS/PRO/097
Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
4.4 13/07/00 Draft for ICL Pathway and Post (CP2635
(Office Counters Ltd review
1.5 15/08/00 Draft for ICL Pathway and Post
(Office Counters Ltd review
2.0 (12/09/00 Approved (CP2754
2.1 119/10/00 Draft for ICL Pathway and Post + (CP2760
(Office Counters Ltd review (CP2517
2.2 (05/12/00 Draft for ICL Pathway and Post ICP2841
(Office Counters Ltd review PinICL 53564
13.0 13/12/00 Approved
0.2 Approval Authorities
Name Position Signature Date
IBob Booth \Operating
Environment Product
Manager, POCL
(Assurance, Horizon
Programme
Peter Jeram Director of
Development, ICL
Pathway
0.3 Associated Documents
Reference Version _ [Title Source
ICS/DES/017 ICSR+ Operating Environment PPD IICL Pathway
Design
ICR/FSP/0004 Service Architecture Design ICL Pathway
Document
ICS/IFS/005 [Operational Level Agreement ICL Pathway
lbetween Customer Service
Reference Data Team and Pathway
Development
\CS/PRD/029 IThe Management Process for ICL Pathway
[Operational Business Change -
{Outlet
ICS/PRO/090 ICSR+ Access Control and User ICL Pathway
Administration PPD
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Commercial in Confidence
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ICL Pathway CSR+ OPERATING ENVIRONMENT: Processes andRef: CS/PRO/097
Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
ICS/PRO/091 ICSR+ Automated Payment Service IICL Pathway
PPD
ICS/PRO/092 ICSR+ Horizon System Helpdesk ICL Pathway
PPD
ICS/PRO/093 ICSR+ Introduction PPD ICL Pathway
ICS/PRO/094 ICSR+ Order Book Control Service {ICL Pathway
PPD
ICS/PRO/095 ICSR+ Electronic Point of Service {ICL Pathway
PPD
ICS/PRO/096 ICSR+ Logistics Feeder Service PPDIICL Pathway
IPA/STR/013 ICL Pathway Core System Release IICL Pathway
Plus Contents Description
ISD/DES/005 Horizon OPS Reports and Receipts IICL Pathway
+ Pathway Horizon Office Platform
Service
ISD/DOC/009 Horizon OPS Desktop Messages _ ICL Pathway
land Help Text: CSR+
ISD/SPE/016 Horizon OPS Menu Hierarchy: ICL Pathway
Release 2
Unless a specific version is referred to above, reference should be made to the
current Approved version of documents.
0.4 Abbreviations/Definitions
Abbreviation
Definition
APS
(Automated Payment Service
ATP. (Authority To Pay
BT British Telecommunications
ICAP Cash Account Period
ICAPS (Customer Accounting and Payments Strategy
CMS (Card Management Service
ICSR+ (Core System Release Plus
IEPOSS Electronic Point of Sale Service
IFAD Financial Accounts Division
IFPD Flat Panel Display
IHSH Horizon System Helpdesk
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Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
ICL International Computers Limited
ISBN Integrated Satellite Business Network
ISDN Integrated Services Digital Network
LAN Local Area Network
LED Light Emitting Diode
LFS Logistics Feeder Service
IMBS Message Broadcast Service
INBSC. Network Business Support Centre
INR2 INew Release 2
INTE Network Termination Equipment
IOBCS \Order Book Control Service
(OPS \Office Platform Service
(OSD [On Screen Display
IPAN Primary Account Number
IPES Personal Earth Station
IPIN Personal Identity Number
IPLU IProduct Look Up
IPMMC Post Master's Memory Card
IPOCL Post Office Counters Ltd
IPOLO Post Office Logon
IPPD IProcesses and Procedures Description
IPSTN Public Service Telephone Network
IRDMC Reference Data Management Centre
SVR Service Visit Report
WAN ide Area Network
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ICL Pathway
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CSR+ OPERATING ENVIRONMENT: Processes andRef: CS/PRO/097
Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
0.5 Changes in this Version
Version
Changes
0.2
(Comments received on Version 0.1 incorporated.
tem transaction mode now referred to as 'Products no longer
available for sale (item transaction mode)’.
Information on moveable outlets (equipment on trolley) included.
Reporting faults - addition of information on calling the Horizon
System Helpdesk to report potential safety risks.
Appendix A updated to reflect changes to APS crash recovery.
0.3
(CCN557/CP2240 Change text of ‘Complete’ button on Produce
Reports screen to 'Exit'.
(CCN569/CP2243 Change screen keypad to QWERTY format.
(CCN557/CP2245 Print copy receipt by using Receipt key.
0.4
(Comments received on Version 0.3 incorporated.
(CCN569/CP2243 Change screen keypad to QWERTY format
ithdrawn.
(CCN579/CP2314 POCL Regional Helpline renamed as Non Horizon
(Office Helpline approved.
1.0
Second author comments received on Version 0.4 incorporated
Distribution section- John Opara replaced by Brendan Nugent;
Associated documents section version numbers updated; Section
4.9.2.3 Horizon System helpdesk changed to Horizon System
Helpdesk; Section 5.7.1 Message ref changed to 'Message:
IEPOSS:MSG195; Section 7.5 Message document's title corrected;
Section 7.6 Reports and Receipts document's title corrected;
Appendix A words 'session disaster’ un-emboldened.)
1.1
(CCN602Aa/CP2372 Create additional training data for CSR+.
ICCN614B/CP2432 LFS pick list ordering.
Section 7.3 'The Edit function’ updated with latest screen shots.
1.2
Comments received on Version 1.1 incorporated.
PiniCL PC0034403 Input field behaviour.
PinICL PC0034409 Key names on desktop buttons moved from
bottom right to top left.
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Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
Version (Changes
1.3 (Comments received on Version 1.2 incorporated
INew screens/extra information added to Section 7.7 Memo View and
lits subsections.
Use of keyboard PLU key — extra emphasis added.
1.4 (Comments received on Version 1.3 incorporated.
(CP2635 Input field behaviour (bleeping/purple halo) key names
moved to top right of buttons.
[Document only changes (e.g arising from the Horizon System User
(Guide review) (CP2754) - see below.
Section 2 Scope:
The Finish icon added to topics covered under Horizon software.
Section 5 The Horizon software (part 1):
The Finish icon added to topics covered under Horizon software.
New Section 5.6 The Finish icon and subsections 5.6.1 Finish icon displaying 'TAKE'
and 5.6.2 Finish icon displaying ‘PAY’:
Added to illustrate the Finish icon showing ‘TAKE’ and ‘PAY’.
Sections 5.11.2 Entering data into an input field and 5.11.3 Deleting data from an
input field:
Addition of word 'when'.
Section 5.12.1.2 Navigation buttons:
Word 'Prev' added when referring to Previous button.
Section 6.2.1 Using Shopping mode:
Shopping mode, Shop, Accept and One More options now referred to as buttons.
Sections 6.3.1 The PLU No function and 6.3.2 The PLU List function:
PLU List button now referred to as an option.
Section 7.7.1 The Memo View screen:
Added that when user selects a message the system highlights the selected
message in the picklist. When user selects Next option, next set of messages is
displayed; when user selects Previous option, previous set of messages is
displayed. Message text displayed in message panel area of screen is that of
currently selected message. This does not change when user moves up and down
the message selection pick list - only changes when user user selects another
message from the pick list.
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Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
Section 7.8 Training mode overview: extra information added on the training
database reset (occurs overnight during Desktop reload).
Version Changes
1.5 (CCN630 Changes to Powerhelp call references.
[Document only changes (e.g arising from the Horizon System User
(Guide review) (CP2754) — see below.
Reviewed By section on front page changed to match ACUA PPD. Bob Booth
document champion. Alison Peacock's name added to list of ICL Pathway reviewers.
0.2 Approval Authorities:
Position column for Bob Booth edited.
Section 2 Scope:
List of topics covered under Horizon hardware sections added to this section.
Horizon System Helpdesk call reference paragraph updated to reflect new call types
(Call Type:Problem).
Section 4.3.5.1 Magnetic card reader's lights:
Section removed. Information moved to a new Section - Section 4.3.6.1 Magnetic
card reader and smart card reader/encoder's lights.
Section 4.3.6.1 Inserting a card into the smart card reader.
Section now part of Section 4.3.6 Smart card reader/encoder.
Section 4.3.6.2 Smart card reader/encoder's lights:
Section removed. Information moved to a new Section 4.3.6.1 Magnetic card reader
and smart card reader/encoder's lights.
Section 4.5 Processor:
Removal of reference to switching off processor to perform certain POLO
operations. Section now states that the processor must not be switched off at any
time (unless moving a trolley, in an emergency or under instruction from Horizon
System Helpdesk). Processor will need to be restarted if user needs to perform the
lost PIN/PMMC, change PIN or PMMC security data update procedures. If processor
is switched off by accident, outlet manager must follow procedure to regain access
to a switched-off or restarted workstation. (Cross-refs to ACUA PPD).
Section 4.10.1 Locations of equipment on the trolley:
‘PC' callout text changed to 'Processor'.
Section 5.5 Hourglass ‘System Busy’ indicator:
Paragraph added: ' During this period, the rotating hourglass may disappear and
then re-appear. This does not indicate that the system activity has been completed.
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Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
When the system activity has been completed, the rotating hourglass will disappear
and the dialogue on the screen will change.’
Section 5.11.3 Deleting data from an input field:
Typo corrected - 'deleting data into an input field' changed to ‘deleting data from an
input field’
Section 6.1.1 Using the Quantity function:
Step 4 - Missing word ‘a’ inserted.
Section 6.1.2 Selecting a quantity via the keyboard:
Added that the system displays the quantity that the user has entered on the
Quantity button (see Section 6.1 The Quantity function). If the user has entered an
incorrect quantity, they must wait for two seconds and then re-enter the quantity
correctly.
Section 7.1.1.1 Voiding a transaction description:
Following paragraph added: ' Some transactions are defined in reference data as being
non-voidable. If the user needs to cancel a transaction of this type, they must complete the
transaction as normal and then reverse it.’
Section 7.1.1.2 Voiding a transaction procedure:
Step 2 Exception A removed.
Step 3 added with Scenarios A and B for if transaction has been voided/ has not
been voided.
Section 7.4 Suspend and Swap:
Following words added:
‘The Suspend function is available for all sessions such as transfers and
remittances as well as for the Serve Customer menu options.
The user cannot suspend a session during balancing, editable pick list selection,
reports production or during an AP smart card transaction. While two sessions are in
progress, the user may not log out, start balancing, start Cash Account production or
start AP recovery procedures. Whenever an activity is taking place that cannot be
suspended, the Susp button displays a no entry sign (see Section 5.3 No entry
Signs).’
Section 7.4.2.1 Suspending and resuming a session procedure:
New section added.
Sections 7.6.1.4 Adding a report to the print queue and Section 7.6.1.5 Clearing the
print queue:
Changed to become level 5 headings as they are subsets of MSG534 described in
Section 7.6.1.3 Printer Busy message.
Section 7.7.1 The Memo View screen:
Note added to this section saying that the memo at the top of the list is automatically
displayed and therefore marked as ‘read’.
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Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
Final sentence in penultimate para changed to read ‘When the user selects the
Previous option, the previous set of messages is displayed.’
Section 7.8 Training Mode overview:
Penultimate paragraph reworded - 'If the Desktop reload does not take place, the
user has the option of resetting it the next time that training mode is accessed."
Section 8 Equipment maintenance:
Sentence added stating that Horizon equipment installed in an outlet should not be
moved or relocated by outlet staff.
Section 8.1 Processor.
Now states that processor must not be switched off (unless it needs to be switched
off and restarted under instruction from the Horizon System Helpdesk, in an
emergency, or switched off before moving a trolley) Cross-reference to ACUA PPD.
Section 12.3.3. Security breach or equipment stolen:
‘Post Office’ changed to ‘post office’.
Version Changes
2.0 [Document only changes (e.g arising from the Horizon System User
(Guide review) (CP2754) — see below.
Section 3.1.1 Daily desktop reload — reworded as follows:
‘There is a daily desktop reload which is necessary to reconfigure applications and
also to reconfigure the Training Service. To ensure minimum service disruption, the
reload will be scheduled to occur when no user is logged on at a counter during the
period between 03:00 hours and 04:00 hours. If a user has been logged on since
03:00 hours, an advisory prompt will be output asking the user to log out to enable
the reload to take place [Message Hard messages Access control and user
administration: 3 am system reload]. The prompt occurs between 03:00 hours and
03:30 hours approximately. Should the user not log out before 03:30 hours then the
overnight reload will not take place for that counter. Such occurrences will be
monitored._
If the desktop is not reloaded, ICL Pathway reference data updates may be affected.
Product reference data changes are not affected as they are picked up whether the
desktop is reloaded or not._
In the event of a LAN failure, the delivery of reference data is not affected so long as
one counter at the outlet (usually this will be the Gateway workstation) has received
the data. When the other counters become reconnected to the LAN, they have their
reference data updated from the Gateway.’
Section 12.1 Handling office closures
Medium term closure bullet point changed to read:
e Medium term closure (also known as a planned temporary closure).’
(Reference to an alternative card-enabled office being named deleted).
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Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
Long term closure bullet point changed to read:
e Long term closure (POCL planned permanent closure): a planned long-
term/permanent closure.’
Section 12.3.2 Emergency closure — reference to HSHD call [Call Change: post
office emergency closure].
Section 12.3.4 Office environment failures — third paragraph, first two sentences
reworded as follows:
‘If the environmental failure is due to a unit (for example, a printer), a call must be
made to the Horizon System Helpdesk [Call Hardware: as appropriate]. If the source
of the environmental failure is general (for example, failure of the power feed to the
sockets in the outlet), a call must be made to the Horizon System Helpdesk [Call
Environmental: as appropriate].’
Section 12.4.1 An outlet is to be closed on a temporary basis - reference to HSHD
call [Call Change: post office temporary closure].
Section 12.4.2 Reopening a temporarily closed outlet - reference to HSHD call [Call
Change: post office planned reopening].
Version Changes
2.1 (CP2517/CCN633b Introduction of satellite connected post office
outlets. Following sections amended/added:
Section 0.4 Abbreviations/Definitions — ISBN and PES added.
INew Section 11.2.1.6 Satellite connected outlets added. New Section
11.2.1.6.1 The PES unit added. Subsequent sections re-numbered.
\CP2760/CCN706 EPOSS desktop — Printing Receipt tablet. New final
paragraph added to Section 7.4.3 Receipt and Reprint Receipt
function.
[Document only changes — (CP2852) see below.
Reviewed By section on front page — Dave Tanner’s name added to list of reviewers.
Version Changes
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Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
2.2 Section 0.3 Associated documents: Removal of version numbers from
document references and addition of ‘Unless a specific version is
eferred to above, reference should be made to the current Approved
ersion of documents.’
IPinICL 53564 (references to MSGs 317 and 319) added to Section
7.9.4 Lack of full node availability.
ICP 2841 Definition of MBS in OE PPD. Following sections
lupdated/amended:
[Section 0.4 Abbreviations/definitions: MBS and RDMC added.
[Section 7.7 Memo View and its subsections rewritten to incorporate
information from POCL workshop.
[Document only changes - (CP2852) see below.
Reviewed By section on front page — Dean Felix replaced by Doug Jones; Philip
Hemingway replaced by Walter Wright.
Section 0.2 Approval Authorities - Peter Jeram replaces Terry Austin.
Sections 11.2.1.5 and 11.2.1.6 renumbered. Section 11.2.1.5 becomes Outlets
without ISDN connection. Section 11.2.1.5.1 becomes Frame Relay. Section
11.2.1.5.2 becomes Satellite connected outlets.
Section 11.2.1.5.3 The PES unit - reference to HSHD call reference ND10 Satellite
(PES) added.
Version
Changes
13.0
INone
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Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
0.6 Changes Expected
(Changes
(Change of first line support from HSH to NBSC (CRP0111).
Introduction of mobile configurations (CCN632/CP2512). M1
IMemoview message within outlet when any counter is disconnected (CP2797)
Allow ‘Clerk’ access to calibration (Adjust Screen) on Engineer menu (CP2838).
Allow Clerk/Supervisor access to Desktop function to test peripherals (CP2839).
IPinICL52000 MSG613 replaces MSG222 at M1.
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Procedures Description
Version: 3.0
Commercial in Confidence Date: 13/12/00
0.7 Table of Contents
1
3 Overview.
3.1 Counter system environment..............:c:cecceceececeseeseeseeeeeeeeeesteeeeeeeeeees 22
3.1.1 Daily desktop reload... eeecceceeceeceeeseeeeseeceeeeeeseeseeseeeees 23
4 The Horizon hardwat e........ccccscssssseessssessseessesssessseseesseesensseseeseneeeeanes 23
4.1 What is a node?.........
4.2 Monitor (including touch-screen). ..........0..0.cceeeeeeeee eee eeeeeeeeeeeeeeeeeees 24
4.2.1 Switching the monitor on and off.
4.2.2 I MicroTouch monito
4.2.3 Flat Panel Display monitor.
4.3 Keyboard (including magnetic and smart card reader/encoder)....... 27
4.3.1 Alpha keys... cece cee ce ee ceeceeeeeseceeeeeeeceseeeeeeeeeeseeeeeneeeeseeeees 28
4.3.2 — FUNCtION KEYS... ceeececeececcecceceseeseeeeeeeeceeeseeseeseeseeeeeeseneeeeeees 28
4.3.3 NUMETIC KEYS... ee ee cece eeeeeeeeseeeeseeseeeeeeeeeeeeeceeeaeeseneeeeeaeeeeeee 28
4.3.4 Navigation/Command keyS..............:cceseeeseeeeseseeeeeeeeeeeeeeeeees 29
4.3.5 Magnetic card reader... cecececceceececeeseeeeeeeeceeeeeseeseeeesteees 29
4.3.6 Smart card reader/encoder.
4.4 Bar-code reader...
4.4.1 Scanning a bar-code
4.5 PrOCeSSOM........ ce ceeecee cece cee cecceceeceececeeceeeeeceeeeceeceeseesesseeaceeseeeeeeeeeeees 31
4.6 Counter printer.
4.6.1 Counter printer's lights.............. cece eeeeeeeeeseeeseeeeeeeeeeseeeeneneees 33
4.6.2 Counter printer’s buttons... cece eeeeceeceeeeeeeeeeeeeeeeeeeeereeeee 33
4.6.3 Switching the counter printer on and Off............. cece
4.6.4 Inserting a slip into the counter printer....
4.6.5 Removing a receipt from the counter printer..
4.6.6 Action to take if the tally roll paper becomes torn while a receipt is
DeING PFINtEM... eee cee ee ceeeeeeeeeeeeeeeceeeeeeeeceeeeceeseececeeteeseeeaeeeeeeeeeeeentes
34
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4.6.7 Action to take if a receipt is printed when the print ribbon cassette
has been removed from the counter printer.
4.6.8 Action to take if printer paper jams when printing a mul
FOCOIPE eee cele cece cece ceeeeceeceecaececeeceeeeseceecaeeaceeseeseesaseseeeeseeseeeeeeeseeces 34
4.7 Inkjet printer.
4.7.1 Switching the inkjet printer on and off.
4.7.2 Inkjet printer’s control panel .
4.7.3 Inkjet printer’s lights........... eee eee cece eeceeeeceeeeeeeeeseeeeeseeeeeeeees 35
4.7.4 Inkjet printer’s buttons... eee cece cee ee eee eeeeeeeneneeeeee 36
4.8 Panasonic laser printer.
4.8.1. Switching the Panasonic printer on and Off.............s eee 37
4.8.2 Panasonic printer's indicator lights and button................000.. 37
4.8.3 Action to take if the Panasonic printer runs out of paper while
PHINtINg A PEPOKt. ee cece e eee cecececeeeeceeceeceececesccsecsenecsecseeacsecsecsecateeesteeteee
38
4.9 Okipage laser printer.
4.9.1 Switching the Okipage printer on and Off... 39
4.9.2 Okipage printer’s control panel
4.10 Moveable outlets (trolleys holding Horizon equipment)............ 42
4.10.1 Locations of equipment on the trolley.
5 The Horizon software (part 1).
5.1 Keyboard equivalents.
5.2 Selecting functions using ALT + underlined character. .
5.3 NO @Ntry SIGNS... cece eecceeeeeeeceeeeeeeeeeceeeeeeceeseeseeeeeeeeeeneeneeeeees 44
5.4 Padlock signs
5.5 Hourglass 'System Busy! indicator.........0.....cccecceeeeeseseeseeeeeeeeeeeeeeees 45
5.6 The Finish icon.
5.6.1 Finish icon displaying ‘TAKE’ ................:.:ccceceeceeeeseeseseeeeeeeeeeees 46
5.6.2 Finish icon displaying ‘PAY’.
5.7 Screen estates..
5.7.1 Navigation estate.
5.7.2 Menu estate... eee cecececes cece eeeeeneneneeeeneneeesseeseceeeeneeeeeeete 47
5.7.3 Stack OState eee eee eeeeeseseeeeeseseeeeeeeeeeeseeeeeeeeeesesaeeeeees 48
5.7.4 Real estate... ecccccccecesceeceeescsesesseeeeeseeseseeessseetasereeeeaeee 48
5.8 Menu SelCCtHION. eee cece cece eceeeee ce eeeeeeeeeeeceeeteeeeeeeeneseeneeeeiseseseeeeees 48
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5.8.1 Selecting the correct menu (bar-coded and magnetic card
trANSACTIONS)....... ee eee eee eeeeeeeeeeeeeeeeeeeeeeceeceeeecsecseeceeeeeeeeeeeeeeeeeeeeteees
5.9 Products no longer available for sale (item transaction mode)
5.10 Horizon system screen types.
5.10.1 Menu SCFEENS. 0... eeeeeecee cece ceeeeceeeeeeeeeeneeeeeeeeeeeenseeneeeeneee 50
5.10.2 User dialogue SCreens............. eee eeceeeee ee eceeeeeseeeseeeeeeeeeeeeeeeeeeees 51
5.10.3 Report option SCreens. 02... eee ee eeeeeeeeeeeeceeeeeeeeeeneeeeeneeenes 52
5.11 Data entry facilities
5.11.1 Moving between fields on data input screens.
5.11.2 Entering data into an input field... eee 53
5.11.3 Deleting data from an input field... eee eeeeeeeeeeeeeeeeeee 53
5.11.4 Validation of entered data... cece eee eee eeeereeseeeereeeeee 54
5.11.5 Rejecting or accepting an entry by using the Cross and Tick
options 54
5.11.6 Deleting one character at a time (Backspace button).
5.11.7 Entering alphanumeric data.........0..0. cece
5.11.8 Entering numeric (non-currency) data................cececeeeeeeeeeeees
5.11.9 Entering dates... eee ceceececceceeeeeeseeeeeeeeeeseeseeeeseneeseeseenes
5.11.10 Entering currency amounts.
5.11.11 Entering a password
5.12 Navigation.
5.12.1 Navigating the menu hierarchy.................:.::ceceeseeeeeeeeeeeeeeees 60
5.12.2 Next field and previous field... eee eee eeeneeeeeeeeeeeeeeees 61
5.12.3 Navigating a pick list.
5.12.4 Navigating a stack..
5.12.5 Navigating a report or receipt preview.
5.12.6 Navigating an options SCree@N...........eeeeeeeeeeeceeeeeeeceeeeeeeeeeneeee 68
6 The Horizon software (part 2)........ccsessesseeeesssseseesseseeseneeseseeseneeeees 69
6.1 The Quantity function
6.1.1. Using the Quantity functior
6.1.2 Selecting a quantity via the keyboard... eee 72
6.2 SHOPPING MOE... eee eeee eee ceceeecee cece eeeeeeeeeceeeeeeeeeeeeeceeseeseceeeeeeeees 72
6.2.1 Using Shopping mode. ...............ccccecececsececeeeeeeeeeeeeseeeseeeeeeeeeenes 73
6.2.2 Moving between Quantity and Shopping mode..................0.. 76
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6.3 Product Look Up (PLU) functions.
6.3.1 The PLU No function.
6.3.2 The PLU List function... eeceeecceceeeeeeeeeeeeeeeeeeeneneeeees 78
7 The Horizon software (part 3)...........cccccssseseesessseseeeseseeseneeeeeseneeneeenes 78
7.1 The Bin function
7.1.1. Using the Bin function to void a transaction
7.2 The Info function
7.2.1 INVOKING INFO... e cee eeeeeeeeceeeeeeeeeeceeeeeeeeeeceeereneeneeeeees 80
7.3 The Edit fUnCtion. oe eee ee eee ee cece eeeeeeeeeeseeneeeeeeseeeeeneeeneeaeetee 81
7.4 Suspend and Swap
7.4.1. Suspend.
7.4.2 Swap...
7.4.3 Receipt and Reprint Receipt function. ..........00.000 eee 86
7.5 M@SSage SCFEENS....... eee cece eeeeeeeeeeeeeeeeeeeeeceeeeeeeeceeeeeeneteceeseeeeeeeeeeee 86
7.5.1. Message allowing one option.
7.5.2 Message allowing a choice of option:
7.5.3 Wait MESSAGE... eee cece eececeeeeeeeeeseeseeeseeeeseeseeseeeeseeeeeseeeeneeeees 88
7.5.4 Error M@SSAGe. 0... cece cece eeeeeeeeeeeeeeeeeseeeeeceeeeeeeeeecereeeeeeeneeees 88
7.6 Reports and receipts.............ce ceeccecceceeceeeeceeceseeceeeeeeeseeseeeeeeeeeneeeeesees 90
7.6.1 Reports..
7.6.2 Receipts.
7.7 M@MO VieW.......... cee eceeecececeeeceeeeeeeeeeeeesceeeceeeeeeescasaseseesesisesenseneseteeaeie® 98
7.7.1 Memo View functionality......0..0.0..c cece cece ee cee cee eeeeeeeeeeeeees 99
7.7.2 Using Memo View.
7.8 Training mode overview..
7.8.2 Training mode interface
7.8.3 Entering training Mode... eee cece eeeeeeneeeeeeeeeeneeeeeeeeeeeeeee
7.8.4 Exiting training Mode... eee cece eee eeeee eee eeeeeeeeeeeeneeeeeneee
7.8.5 Training scenarios..
7.9 Using an isolated node.
7.9.2 Using the system at an isolated node (multi position office)...108
7.9.3 Isolated node (two position office).............. ee ceeeeeeeeeeeeeteeeeeees 109
7.9.4 Data deletion function.
7.9.5 Lack of full node availability.
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8.1 Equipment maintenance. ............0.....0cecce cece cece cece cee eeeeeteeeneeeeeeee 110
8.2 PLOCESSOM.........eeceeeceeesececeeeeeceeeeeeeesecscecseeeeeeneeeetaseseeeesisesecenseeeeeeets 110
8.3 Monitor (including touch-screen).........0....ceceeeceeeeeeseeeeeeeeeeeeeeeeee 110
8.4 Keyboard (including magnetic and smart-card reader/encoder).....110
8.5 Bar-code reader... eeecececeeseseeeeeeeeeeseseseeeeeeeesessssseeeeeseseseseeeeees 111
8.6 Counter printer... eececcecceseseeeescecseseeecececseeeeeeeeneeeeeeeeerereeseseeees 111
8.7 Inkjet printer.
8.7.1. Cleaning the inkjet printer’s print head.
8.7.2 Testing the inkjet printer.
8.8 Panasonic and Okipage laser printers................0ccccceceeseeteeeeteeeeeees
8.8.1 Cleaning the Okipage printer’s LED array... 113
9 Installing CONSUMADIES...........cccseseesseseetetsteteseeeeeteteneeeeeneteneneeee
9.1.1 Counter printer consumables. .................eceeeeeeeeeeeeeseeeeeeees
9.1.2 Inkjet printer consumables. .........0...... cc eeeceeeeeeeeeeseeeeeeeeeeeeees
9.1.3. Panasonic laser printer consumables.
9.1.4 Okipage laser printer consumables.
10 Ordering consumables.
10.1.1 Post Office Counters Limited consumables...............:0c00 140
11 Reporting faults.
11.1 Potential safety risks... eceeceeecceeeeeeeeeeeeeeeseeeeneeeeeeeeeenee 141
11.2 Hardware faults... eeeeeeeeeeeeeeeeeeeeeeeeeeeeeteeseeeeaees 141
11.2.1 Preliminary hardware CheckS..................:cccccceeeeseeeeeeeseeeeeeeeeeee 141
11.3 Software faults.
11.4 Contacting the Horizon System Helpdesk.
11.4.1. Procedure to be used when contacting the Horizon System
Helpdesk.........eeeeceecceceseeseeceseeseeeeseeseeceeeesecesacsececsecseeseesesecseeseeeeseeaeaees
11.5 Subsequent procedures.
11.5.1 Procedures when an engineer arrives at an outlet..
11.5.2 Procedures to be undertaken upon completion of a hardware
PEpPlAaCeMeNt...... eee eececeeceeceseeceeceseeeeseeseseeseesecaeeseseaeecesecseeseestecseeeeeeeeteeee
151
12 Reporting changes to the office environment............:sssseeeee 153
12.1 Handling office CloSUreS.............. cece sees eeeeeeeeeeeeeeeeeeeeeeees
12.2 Planned office environment changes...
12.3 Unplanned office environment changes.
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12.3.1 Equipment damaged or destroyed... 154
12.3.2 Emergency CloSure..............ccceceececeseeeeceeeeeseeeseeeeceeeeeeeeeeeeeeees 154
12.3.3 Security breach or equipment stolen..............: cece 154
12.3.4 Office environment failures... cece eee eeeeeeeereeeeee 155
12.4 Information process for the unplanned temporary closure of an
outlet 156
12.4.1 An outlet is to be closed on a temporary basis................0.00.. 156
12.4.2 Closure no longer temporary. ...............::cceceeeeeeeeeeseseeeeeeeeeees
12.4.3 Reopening a temporarily closed outlet.
Appendix A Order of recovering transaction data follo
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Copyright
Within this document there is information regarding other manufacturers’
products.
Certain information regarding the Inkjet Printer is copyright © 1996 by Seiko
Epson Corporation, Nagano, Japan.
Certain information regarding the Counter Printer is copyright © 1996 Ithaca
Peripherals Incorporated; A Subsidiary of Tridex Corporation Ithaca, New
York USA.
Certain information regarding the Laser Printer is copyright © 1995 Kyushu
Matsushita Electric Co., Ltd.
Certain information regarding the Okipage 8p/8w printer is copyright © 1998
Oki, Oki Electric Industry Company, Ltd.
1 Purpose
This document describes the processes and procedures required to
successfully operate the Horizon System hardware and software at post office
counters in accordance with the ICL Pathway Core System Release Plus
(CSR+).
This PPD provides a description of the processes involved in order to enable
the contractual agreement of procedures and to be a source from which the
authors can develop the further user documentation needed.
2 Scope
This PPD describes the following processes and procedures:
e Using the Horizon hardware:
.
Monitor (including touch-screen)
Keyboard (including magnetic and smart card reader/encoder)
Bar-code reader
Processor
Counter printer
Office printers (inkjet and laser)
Moveable outlets (trolleys)
Note: the electronic scales are non-ICL equipment. Therefore no
guidelines for their use or maintenance are included in this PPD.
e Using the Horizon software:
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/PRO/O97
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e Keyboard equivalents
e Selecting functions via ALT + underlined character
e No entry and padlock signs
e Hourglass 'System Busy’ indicator
e The Finish icon
e Screen estates
« Menu selection
e Products no longer available for sale
e Horizon system screen types
e Data entry facilities
e Navigation
« The Quantity function
e Shopping mode
e Product Look Up (PLU) functions
¢ The Bin function
e The Info function
« The Edit function
e Suspend and Swap
e Reports and receipts
e Memo View
e Training mode
e Maintaining the Horizon hardware
e Installing consumables
e Ordering consumables
e Reporting faults (hardware and software)
¢ Contacting the Horizon System Helpdesk
e Reporting changes to the office environment
e Order of recovering transaction data following a system failure
(Appendix A)
This PPD is one of a set of PPDs provided for CSR+. The way in which the
set fits together is described in the CSR+ Introduction PPD [Ref.
CS/PRO/093].
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Access to menus in the hierarchy depends upon the user’s role. Users’
access rights to functions and procedures are described in the Horizon OPS
Menu Hierarchy: Release 2 [Ref. SD/SPE/016].
The screen messages described in this PPD are summarised and suffixed
with a cross-reference in the form: ‘[Message Collection:ObjectName] where
Collection is the Collection name and ObjectName is the ObjectName within
this collection (or for hard-coded messages, the context and caption of the
message). These relate to an entry in Horizon OPS Desktop Messages and
Help Text: CSR+[Ref. SD/DOC/009] that defines the text of the message.
The Horizon System Helpdesk calls described in this PPD are cross-
referenced to the calls described in the CSR+ Horizon System Helpdesk PPD
[Ref. CS/PRO/092] as follows: ‘Telephone the Horizon System Helpdesk [Call
Type:Problem]’ where Type is the call type and Problem is the problem within
this type, for example Hardware:counter printer fault. (Note that these cross-
references are provided solely to assist PPD reviewers; the call references
are not relevant to the helpdesk callers.)
3 Overview
The CSR+ operating environment consists of the following components:
e Counter system environment described in Section 3.1.
« Office hardware described in Section 4.
e The Horizon software described in Sections 5, 6 and 7.
3.1 Counter system environment
The counter system environment constitutes an office software suite of
applications comprising:
e Order Book Control Service (OBCS) - a facility for checking bar-coded
order books against a national system stop list.
e Automated Payment Service (APS) - support for utility companies and
others who provide payment mechanisms based on cards and other
tokens.
« Electronic Point of Sale Service (EPOSS) - support for customers
purchasing all other goods or services available from POCL as well as
accounting, reporting and administration functions.
« The Logistics Feeder Service (LFS) which works in conjunction with the
SAP Advanced Distribution System (SAPADS) to create a replenishment
and return service for cash, value and non-value stock.
A PPD document has been produced for each of the above services. Please
refer to the Section 0.3 Associated documents for the reference numbers of
these documents.
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3.1.1 Daily desktop reload
There is a daily desktop reload which is necessary to reconfigure applications
and also to reconfigure the Training Service. To ensure minimum service
disruption, the reload will be scheduled to occur when no user is logged on at
a counter during the period between 03:00 hours and 04:00 hours. If a user
has been logged on since 03:00 hours, an advisory prompt will be output
asking the user to log out to enable the reload to take place [Message Hard
messages Access control and user administration: 3 am system reload]. The
prompt occurs between 03:00 hours and 03:30 hours approximately. Should
the user not log out before 03:30 hours, then the overnight reload will not take
place for that counter. Such occurrences will be monitored.
If the desktop is not reloaded, ICL Pathway reference data updates may be
affected. Product reference data changes are not affected as they are picked
up whether the desktop is reloaded or not.
In the event of a LAN failure, the delivery of reference data is not affected so
long as one counter at the outlet (usually this will be the Gateway
workstation) has received the data. When the other counters become
reconnected to the LAN, they have their reference data updated from the
Gateway.
4 The Horizon hardware
This section describes the Horizon hardware. For information on maintaining
the Horizon equipment, see Section 8, Equipment maintenance. For
information on installing consumables, see Section 9, Installing consumables.
For information on reporting faults, see Section 11, Reporting faults.
Outlet staff are required to use the Horizon equipment as supplied and no
attempt should be made to modify or replace it.
The hardware consists of the following components:
e Monitor (including touch-screen)
e Keyboard (including magnetic and smart card reader/encoder)
e Bar-code reader
e Processor
e Counter printer
« Office printer (either inkjet or laser)
4.1 What is a node?
A node is the term used for the set of Horizon equipment used at a counter
position - the PC and its associated peripherals. A node is sometimes
referred to as a counter position.
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Within an outlet each node has its own node ID number, this is a unique
terminal identifier within the outlet. Node 1 is the Gateway PC, other nodes
may run from 2 to 31 and Nodes 32 to 64 are reserved for the
correspondence servers.
The user can view node information by selecting the Node information option
from the Desktop. The system displays the user, build, site group, node ID,
node name and the licensee. Having viewed the information, the user selects
the Tick option to return to the Desktop
User; USROO4
Build:)223-Update/
SiteID344.
Group ID: 123456,
NodellD:
INodejName: PPDOd
Licensee: ICL Pathway,
4.2. Monitor (including touch-screen)
There are two types of monitor:
e The MicroTouch 10” colour monitor.
e The Flat Panel Display (FPD) monitor.
The purpose of the monitor is to display information relating to the current
activity. The monitor has an on/off switch, brightness controls and a Power-
On indicator light. The height and width controls are blanked off on the outlet
equipment to prevent adjustment of these features since this would affect the
touch screen operation.
The monitor has a 10-inch colour touch-sensitive screen; the touching of
certain buttons and text fields allows the user to communicate with the
processor. The touching, however, must only be done by human fingers,
positioned directly in front of the screen, and not by other foreign objects such
as a pen or pencil. You touch the appropriate area of the screen and then
remove your finger.
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4.2.1 Switching the monitor on and off
The monitor should normally be switched on at the beginning of the day and
switched off at the end of the day. If the system is not being used for a period
of an hour or more, the monitor can be switched off and then switched on
when the system is to be used again.
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4.2.2, MicroTouch monitor
MicroTouch monitors are used in branch offices.
Height *
Controls
Width *
Controls
Brightness Power Switch
* = blanked off Contrast Power-On Indicator
4.2.3 Flat Panel Display monitor
FPD monitors will be installed in all offices except branch offices which will
have MicroTouch 10” monitors only.
Control panel
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4.2.3.1 FPD control panel buttons
1 = On/Off
2 = PROG + (increase
BrigpReR). (decrease
groupes)
*5 = SET -
* = blanked off
4.3 Keyboard (including magnetic and smart card reader/encoder)
The keyboard may be used as an alternative method of selecting functions or
entering data. It is made up of sections of keys as shown in the illustration
below. Incorporated within the keyboard are a magnetic card reader and a
smart card reader/encoder.
The diagram below shows the overall layout of the keyboard and the areas in
which the different sets of keys lie. Each component is described in further
detail in the following sub-sections.
Magnetic Card
_a Reader
)
Smart-Card
Reader
EERE SE EET oy
[efelefed=T Tal
cae
Navigation/
Command Keys
Function
Keys
4.3.1 Alpha keys
The Alpha keys area of the keyboard is similar (but not identical) to the
conventional QWERTY layout. The alpha keys are used as an alternative to
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the alphanumeric keypad display for field entry. The key layout is as follows:
ESC ! . £ I$ I n \1& I €I ( ) I _ * I BACK
Q iwileE R Y 1U I lo Ip - = SPACE
-1@ ~ ENTER
TB I A/S I Di] FIGIIHW [kK /i/L]; I ° # +
SHIFT II Z clV B iN IM < > 2 { } SHIFT
iN : . L [ ]
CTRL IALT /7 I + ALT ICTRL CAPS
Fl LOCK
4.3.2 Function keys
The Function keys are keys that perform functions pre-programmed by the
Horizon System. The function performed by each key depends upon the
context in which it is used. The key layout is as follows:
Fi I F2 I F3 I F4
FS F6 F7 F8
Fo I FiO I F11 I F12
F13 I F14 I F15 I F16
4.3.3 Numeric keys
The Numeric keys are similar to the standard typing numeric keys. They are
used for entering numeric data as an alternative to the alphanumeric keypad
screen displays. The key layout is as follows:
4 5 6 I Recer
J
v
pma zm
For a definition of the numeric key mapping to screen buttons, see Appendix
A in the Horizon Office Platform Service Style Guide [Ref. SD/STD/001].
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4.3.4
4.3.5
4.3.6
Navigation/Command keys
The Navigation or Command keys perform specific commands on the Horizon
System. For example, the user can return to the Desktop menu by either
touching the Desktop button on the screen or pressing the Home key. The
key layout is as follows:
PREV I PAGE HELP I T3
UP
DEL PAGE I UNDO] T2
DOWN
HOME 4 MORE Tl
sy — > I END
For a definition of the way in which screen buttons and navigation/command
keys map on to each other, see Appendix A in the Horizon Office Platform
Service Style Guide [Ref. SD/STD/001].
Magnetic card reader
The magnetic card reader allows the system to read the information stored in
the magnetic strip of a swipe card. This information is used to support various
customer transactions.
To swipe a magnetic card:
Step 1. Pick up card.
Step 2. Ensure magnetic strip is facing you and on the bottom of the
card.
Step 3. Place card in either left or right hand side of magnetic card
reader slot ensuring it rests firmly on the bottom of the slot.
Step 4. Pull the card from left to right, or right to left, through the slot.
Smart card reader/encoder
The smart card reader/encoder allows smart card information to be processed
by the system to support various AP transactions (see the CSR+ APS PPD
[Ref. CS/PRO/091]).
The smart card reader also accesses the Post Masters’ Memory Cards
(PMMCs) which are supplied with the system and are used for Post Office
Logon (POLO) start up procedures (see the CSR+Access Control and User
Administration PPD [Ref. CS/PRO/090)).
To insert a card into the smart card reader:
Step 1. Pick up card.
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Step 2. Ensure that the gold contact pad is facing you.
Step 3. Insert card gently but firmly into the smart card reader until it
touches the bottom of the slot.
4.3.6.1 Magnetic card reader and smart card reader/encoder’s lights
The magnetic card reader's lights indicate the following:
e Orange: reading
e Red: read of a correctly positioned valid card unsuccessful
« Green: read successful
In general, three attempts should be made to scan the magnetic card and
then, if the card still has not been read successfully, the user should enter the
information manually by keying in the appropriate details from the front of the
card.
When a smart card is inserted in the smart card reader, the reader light
changes to orange to indicate that the card is being read.
If the reader light changes to red, there is a fault in the reader or smart card.
A call should be made to the Horizon System Helpdesk [Call Hardware:Smart
card reader fault]
4.4 Bar-code reader
The bar-code reader is hand-held and is used to read bar-coded characters.
Note: the bar-code reader should not, under any circumstances, be pointed
at anyone’s eyes.
Bar-code
reader window
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4.4.1 Scanning a bar-code
To scan a bar-code:
Step 1. Ensure bar-code is facing upward.
Step 2. Place bar-code reader over bar-code at distance of
approximately 3 inches or 7 centimetres.
Step 3. Pull trigger on bar-code reader.
Step 4. The bar-code reader will beep if the scan is successful. If it does
not beep, the scan is unsuccessful.
Note: in general, you should make three attempts to scan the bar-code and
then, if the bar-code has still not been read successfully, enter the bar-code
manually by keying in the numbers shown under the bars.
4.5 Processor
The processor device’s function is to run the Application Suite of software
and process information. It has a Power-On indicator light and an On/Off
switch.
The single-counter processors used for CSR+ have a fixed hard drive and a
removable hard drive. The removable hard drive is found in the middle of the
front of the processor, and looks like a slightly larger than normal floppy disk
drive, but also has a lock. The user is not required to remove the drive at any
time and therefore the key to the lock is not delivered with the equipment.
The multi-counter processors used for CSR+ have a fixed hard drive only.
Notes:
«e The processor must not be switched off at any time, unless moving a
trolley, in an emergency or if the user is instructed to switch it off by
the Horizon System Helpdesk. Shutting down a processor is
described in the CSR+ Access Control and User Administration PPD
[Ref. CS/PRO/090]
e The processor will need to be restarted if the user needs to perform
the lost PIN/PMMC, change PIN or PMMC security data update
procedures. Shutting down and restarting a processor is described
in the CSR+ Access Control and User Administration PPD [Ref.
CS/PRO/090}.
e Ifthe processor is switched off by accident, the outlet manager must
follow the procedure to regain access to a switched-off or restarted
workstation. Regaining access to a switched-off workstation is
described in the CSR+ Access Control and User Administration PPD
[Ref. CS/PRO/090].
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4.6 Counter printer
The counter printer will allow the printing of receipts for transactions and
some reports. Receipts will be produced automatically for some transactions,
and at the request of the user for others.
FEED
I RELEASE
Power
On/Off
switch
RESUME
Form light
I.Ready light
The counter printer has three buttons, a FEED button, RELEASE button and
a RESUME button.
The printer has two indicator lights, a Form light and a Ready light.
4.6.1 Counter printer’s lights
Light State
Form le Lit continuously if the paper roll is low or has run out.
le Flashes if a receipt has not been inserted for a
payment. (For example, if the receipt slip has not been
inserted correctly or soon enough.)
Ready le Lit when printer is ready to print.
le Flashes orange and green when paper roll is low.
For information on replacing the paper roll and changing the printer's print
ribbon cassette, see Section 9.1.1 Counter printer consumables.
4.6.2 Counter printer’s buttons
[Button Use to
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FEED Feed paper through the printer.
RELEASE (Clear or release the paper or slip if a paper jam occurs.
RESUME Remove unused paper from the printer - press the FEED and
IRESUME buttons at the same time.
4.6.3
4.6.4
4.6.5
4.6.6
4.6.7
Switching the counter printer on and off
The Power On/Off switch is located at the rear of the printer. The Ready light
is lit when the printer is ready to print.
The counter printer should normally be switched on at the beginning of the
day and switched off again at the end of the day. If the system is not being
used for a period of one hour or more, the counter printer can be switched off
and then switched on again when it is next required.
Inserting a slip into the counter printer
To insert a slip into the printer:
Step 1. Orientate slip face up with top furthest away from you.
Step 2. Insert slip into bottom slot of counter printer to the far right of
the aperture- push forward until resistance is felt.
Step 3. Grip slip at bottom ensuring that both sheets are gripped and
taut.
Removing a receipt from the counter printer
Care should be taken when removing a receipt from the printer. The user
should give the printer time to finish printing the receipt and take care not to
pull the receipt out too quickly. If the receipt is pulled out too quickly, it is
possible that not all the printed details will appear on the receipt.
Action to take if the tally roll paper becomes torn while a receipt is being
printed
If the tally roll paper tears and the paper is not feeding through while a receipt
is being printed, printing continues. The Horizon software cannot detect the
fact that the paper is not feeding through correctly.
If this occurs, the user must remove the torn section of paper or install a new
tally roll as described in Section 9.1.1 Counter printer consumables and
reprint the receipt using the Reprint Receipt function as described in Section
7.4.3 Receipt and Reprint Receipt function.
Action to take if a receipt is printed when the print ribbon cassette has
been removed from the counter printer
If the print ribbon cassette is removed from the counter printer, the printer
continues to function. The Horizon software cannot detect the fact that the
printer does not have a print ribbon cassette loaded.
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4.6.8
If this occurs, the user must install a print ribbon cassette as described in
Section 9.1.1 Counter printer consumables and reprint the receipt using the
Reprint Receipt function as described in Section 7.4.3 Receipt and Reprint
Receipt function.
Action to take if printer paper jams when printing a multi-page slip
receipt
If the printer paper jams when printing a multi-page slip receipt, the user
should switch the printer off then on again. They should then press the
RELEASE button to allow the receipt printing to continue.
4.7 Inkjet printer
4.7.1
4.7.2
The inkjet printer is used to print reports, such as client summaries, cash
accounts and a variety of system-generated reports. The reports can vary in
regularity, between daily and weekly.
I__ Paper support
unit
Power On/Off
switch
[— Control panel
Switching the inkjet printer on and off
The power On/Off switch is located on the right-hand side of the paper
support unit. The Power light is lit when the printer is ready to print.
The inkjet printer should be switched on when reports are to be printed and
switched off again once the reports have been printed. (This allows power
savings to be made and has no impact on customer transactions as other
tasks can be performed while the printer is warming up.)
Inkjet printer’s control panel
The lights and buttons on the control panel illustrated below, give control over
most common printer operations.
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Power Ink Out Paper Out
Cleaning Load/Eject
4.7.3 Inkjet printer’s lights
Light State
Power le Lit when printer is turned on.
le Flashes while the ink cartridge or print head unit is being
replaced or while the print head is being cleaned.
Light State
Ink Out le Lit when the ink cartridge is empty or not installed. (PrinterI
will not work when the ink cartridge is empty or not
installed.)
} Flashes when the ink is low.
Paper Out le Lit when the printer runs out of paper.
le Flashes when a paper jam occurs.
4.7.4 Inkjet printer’s buttons
[Button Use to
(Cleaning le Start the print head cleaning cycle. (See Section 8
Equipment maintenance.)
lLoad/Eject le Load or eject a sheet of paper.
le Move the print head unit left to the cartridge replacement
position.
le Return the print head to the home position (far right)
once the cartridge has been replaced.
See Section 9.1.2. Inkjet printer consumables for information on loading
paper and replacing the printer's inkjet cartridge.
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4.8 Panasonic laser printer
The laser printer is used for the same reasons as the inkjet printer. Only the
larger multi-counter post offices will have a laser printer.
Paper support
Output tray (top cover)
Paper tray
Indicators and Button
Power switct
Power connector plug
Left cover
4.8.1 Switching the Panasonic printer on and off
The power On/Off switch is located beneath the paper tray and to the left of
the power connector plug (as shown in the diagram above). The READY
indicator light is lit when the printer is ready to print.
The printer should be switched on when reports are to be printed and
switched off again once the reports have been printed. (This allows power
savings to be made and has no impact on customer transactions as other
tasks can be performed while the printer is warming up.)
4.8.2 Panasonic printer’s indicator lights and button
The printer’s indicator lights and button are located at the top right hand side
of the printer.
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4.8.2.1 Panasonic printer’s indicator lights
Light State
ERROR le Blinking fast (other indicator lights unlit) indicates
that the paper tray is empty.
le Blinking fast and TONER/PROCESS UNIT light lit,
indicates that the Process Unit is not installed.
READY je Lit when the printer is ready to print.
[TONER/PROCESS _ Ie _Lit and the ERROR light is blinking fast, indicates
UNIT that the Process Unit is not installed.
le Blinking slowly indicates that the toner may be
empty.
le Blinking fast indicates that the toner may be empty
and the life cycle of the Process Unit may have
expired.
See Section 9.1.3 Panasonic laser printer consumables for information on
installing/replacing the printer's Process Unit and adding toner to the Process
Unit.
4.8.2.2 Panasonic printer’s PRINT/RESET button
The PRINT/RESET button will execute one of the following functions
depending upon the status of the printer:
e Ifthe READY indicator light is on, press the PRINT/RESET button for
about 5 seconds to print a test page. You can then reset the printer by
pressing this button until the three indicator lights are lit.
e If the READY indicator light is blinking slowly, press the PRINT/RESET
button for about 5 seconds to print the remaining data. You can then reset
the printer by pressing this button until the three indicator lights are lit.
4.8.3 Action to take if the Panasonic printer runs out of paper while printing a
report
If the printer tries to print a page and detects that there is no paper, printing
ceases and the printer’s red error LED flashes. The system becomes aware
of the problem with the printer and displays the printer error screen asking the
user to check the printer and then giving retry print and cancel print options
[Message EPOSS:MSG180].
The user should add more paper and then press the PRINT/RESET button on
the front of the printer briefly (less than 5 seconds). This causes the printer to
resume printing after a short delay. If the user presses the PRINT/RESET
button on the front of the printer for more than 5 seconds the printer is reset
and the report being printed will contain garbled text. For this reason, if a
Panasonic laser printer is reset while a report is being run, the current report
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should either be cancelled using the Cancel option or, if that option is not
available, the report should be left to run its course and then reprinted. For
the final Cash Account, an opportunity is given to reprint the report after it has
been previewed.
4.9 Okipage laser printer
The Okipage laser printer is the replacement for the Panasonic laser printer
which will eventually be withdrawn from service. The diagrams below show
the printer’s component parts.
Printer Components
f Paper feedlexittray:
Printes cover J.
Manual fed slot &
4
x Genttol pana (8p)
Paralelintes face Invage chum eartidge
‘eennedtor Z
Power catle receptade a
Power svith Toner carvidge
4.9.1 Switching the Okipage printer on and off
The printer's power on/off switch is located towards the rear of the left-hand
side of the printer (as shown in the diagram above).
The printer should be switched on when reports are to be printed and
switched off again once the reports have been printed. (This allows power
savings to be made and has no impact on customer transactions as other
tasks can be performed while the printer is warming up.)
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4.9.2 Okipage printer’s control panel
The printer's control panel is located on the front right hand side of the
printer. The control panel contains three Light Emitting Diodes (LEDs)
indicating Error, Manual feed and Ready states for the printer. There is also a
front panel switch.
Error a feed Ready WA panel switch
4.9.2.1 Okipage printer’s control panel LEDs
Each of the control panel LEDs can be in any one of five states:
OOn
eOff
4 Blinking (slowly) repeatsON (2 seconds)/OFF (2 Seconds)
* Blinking repeats ON (500ms)/OFF (500ms)
# Blinking (quickly) repeats ON(120ms)/OFF(120ms)
4.9.2.2 Okipage printer’s front panel switch
The front panel switch has different functions depending on the condition of
the front panel LEDs and also on the length of time that the button is pressed.
There are three different modes of operation:
(} Button pressed and released immediately
2 Button pressed for more than 2 seconds (but less than 5 seconds)
5 Button pressed for more than 5 seconds
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4.9.2.3 Okipage printer’s LED indications
The following table shows how the user can diagnose common printer
conditions by checking the state of the LEDs.
(Please see Sections 4.9.2.1 Okipage printer's control panel LEDs and 4.9.2.2
Okipage printer's front panel switch for an explanation of the symbols used in
this table.)
Printer state [Error IManual feed [Ready [Recovery action
LED jILED LED
Ready le le fe) a
(Cancelling data e je A Buffer contents -
process 2 cleared
5 printed
Receiving, processing I@ bd * a
lor printing data
Manual request je > \e a
(Change drum, toner A a E -
low or toner sensor
arning
Buffer overflow or Print }*« je je [Recover - 0
joverrun
Paper out or input jam p& je ie [Recover and print
restart - 0
Paper jam (size check, }* je ie Print restart by
feed jam, exit jam) lopening and closing
printer's cover
Error - printer cover pk je je b
jopen
Program error pk Dk * [Recover by switching
ithe printer off then on
lagain
Hardware error led Ld lead [Try switching the
printer off then on
lagain. Make a service
call to the Horizon
System Helpdesk if the
lerror persists
Resetting printer je je * fF
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Printer state [Error IManual feed [Ready (Recovery action
LED LED ILED
Printer initialising One jOve lOve f£
See Section 9.1.4 Okipage printer consumables for information on loading
paper and replacing the printer’s toner cartridge and image drum cartridge.
4.10 Moveable outlets (trolleys holding Horizon equipment)
A number of outlets in the post office are classed as moveable. In these
outlets POCL cannot accommodate the standard installation of Horizon
equipment where it becomes part of the infrastructure of the office. ICL
Pathway caters for the needs of these moveable outlets by siting the Horizon
equipment on a trolley.
4.10.1 Locations of equipment on the trolley
<_——— FPP monitor
FPD monitor
Bar-code
os
reader
a Keyboard
Counter printer
de Inkjet printer
Processor
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