HORIZON SYSTEM
Counter Managers
Training Event
Welcome
PATH/042/003 Ver 1.0 Slide CMI
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HORIZON SYSTEM
Counter Assistants
Training Event
Welcome
Or Ce PATH/042/003 Ver 1.0 Slide CAN
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COURSE OBJECTIVES
By the end of the course you will:-
¢ Have an awareness of the Horizon system functions.
* Be able to navigate the system.
* Know and be able to use the support materials available.
¢ Have a level of comfort with the Horizon system, to enable you to
carry out your everyday business transactions on return to your Post
Office.
POST /
cage CE PATH/042/003 Ver 1.0 Slide ©M2 -CA2
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AGENDA
¢ Introduction 9.00 - 9.10
* Getting started & Sales 9.10 - 10.45
* Coffee 10.45 - 11.00
* Sales & Benefit Payments 11.00 - 12.30
* Lunch 12.30 - 13.30
° Benefit Payments (continued) 13.30 - 14.45
* Automated Payments 14.45 - 15.15
* Coffee 15.15 - 15.30
* Functions & Help + Basic Maintenance 15.30 - 17.00
* Roleplay 17.00 - 17.40
* Performance Standard Assessment 17.40 - 18.00
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See PATH/042/003. Ver 1.0 Slide CA3
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AGENDA - DAY 1
* Introduction 9.00 - 9.10
* Getting started & Sales 9.10 - 10.45
* Coffee 10.45 - 11.00
* Sales & Benefit Payments 11.00 - 12.30
* Lunch 12.30 - 13.30
* Benefit Payments (continued) 13.30 - 14.30
* Automated Payments 14.30 - 15.00
* Coffee 15.00 - 15.15
* Functions 15.15 - 16.00
* Roleplay 16.00 - 17.00
‘POST:
OFFICE
‘CL PATH/042/003 Ver 1.0 Slide CM3
AGENDA DAY 2
Introduction
Help & Basic Maintenance
Office Set Up
Balancing (Shared Stock Unit)
Coffee
Balancing (Individual Stock Unit)
Role Play & Performance Standard Assessment
CL PATH/042/003 Ver 1.0
9.00 - 9.10
9.10 - 9.30
9.30 - 10.00
10.00 - 11.00
11.00 - 11.15
11.15 - 12.30
12.30 - 13.30
Slide CM4
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OBJECTIVES - Workbook 1
By the end of this workbook you will be able to:-
* Identify the Hardware components which make up the Horizon system.
* Get Started on the Horizon system.
* Move around the Horizon system.
€ CL PATH/042/003 Ver 1.0 Shide CMS -CA4
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Smart Card
Reader. ~~»
PATH/042/003' Ver'l 0 Slide CM6- CAS
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DESKTOP MENU
Stade
tous GaN
(distr)
‘CP TOPO
PATH/042/003 Ver 1.0 Slide .CM7- CA6
SERVE CUSTOMER MENU
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Stots 0
sae GN
(individual)
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Slide CM8.- CA7
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OTHER PRODUCTS MENU
=
Q Other Products
State aa
oem GRAN
(ineivita))
CAP NY OPM
Seivelcustoiied
PATH/042/003 Ver 1.0 Slide CM9-CA8
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Navigation Exercise
Using the Horizon system, find the menu groups where you can see
icons for the following products:-
Rent Vouchers
Mono TV Licence
Sun Alliance Insurance Policies
Saving Certificates
E111 Application Forms
© ‘CL PATH/042/003 Ver 1.0 Shide CM10-CA9
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OBJECTIVES - Workbook 1
By the end of this workbook you will be able to:-
* Identify the Hardware components which make up the Horizon system.
* Get Started on the Horizon system.
* Move around the Horizon system.
PATH/042/003 Ver 1.0 Slide CM11 -CAI0
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OBJECTIVES - Workbook 2
By the end of this workbook you will be able to:-
* Describe the Settlement options of the Horizon system.
* Complete single and multiple EPOSS sale transactions using the
Horizon system.
* Complete EPOSS transactions using the Quantity & Undo functions
and register mixed payment’s.
& ‘CL PATH/042/003 Ver 10 Slide CM12-CAI
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Sone Guster
PATI4/042/003. Ver 1:0 Slide’ €M13 - CAI2
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OBJECTIVES - Workbook 2
By the end of this workbook you will be able to:-
* Describe the Settlement options of the Horizon system.
* Complete single and multiple EPOSS sale transactions using the
Horizon system.
* Complete EPOSS transactions using the Quantity & Undo functions
and register mixed payment’s.
PATH/042/003 Ver 1.0 Slide CM14-CAI3
OBJECTIVES - Workbook 3
By the end of this workbook you will be able to:-
* Complete single & multiple transactions from the Licenses, National
Savings and GiroBank groups.
¢ Encash Green Giro benefit with milk tokens.
POST...
OFFICE
CL PATH/042/003 Ver 1.0 Slide CMIS-CA14
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OBJECTIVES - Workbook 4
By the end of this workbook you will be able to:-
* Complete EPOSS Scales transactions.
PATH/042/003 “Ver 1.0 Slide CMI6 -CAYS
POST:
OFFICE,
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POST.
OFFICE ,
CL PATIV042/003 ‘Ver 1:0 : * “Slide “CM17 =CA16
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OBJECTIVES - Workbook 4
By the end of this workbook you will be able to:-
* Complete EPOSS Scales transactions.
POST."
OFFICE,
CL PATH/042/003 Ver 1.0 Slide CM18-CAI7
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OBJECTIVES - Workbook 5
By the end Section I - OBCS you will be able to:-
* Receive & Issue bar-coded order books using the Horizon system.
¢ Encash foils from bar-coded and non bar-coded order books.
* Encash foils from bar-coded order books, manually entering the book
details after a bar-code reader failure.
“POST. y,
pOrrICe PATIV042/003. Ver 1.0 Slide CMI9 -CAI8
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PATH/042/003 Ver 1.0 + Slide CM20-CAI9
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OBJECTIVES - Workbook 5
By the end Section I - OBCS you will be able to:-
* Receive & Issue bar-coded order books using the Horizon system.
* Encash foils from bar-coded and non bar-coded order books.
* Encash foils from bar-coded order books, manually entering the book
details after a bar-code reader failure.
y,
é PATH/042/003 Ver 1.0 Slide CM21 - CA20
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OBJECTIVES - Workbook 5
By the end of Section 2 - BES you will be able to:-
* Reconcile payment cards using the Horizon system.
CL PATH/042/003 Ver 1.0 Slide CM22- CA21
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j : ;
PATH/042/003 Ver't:0 Slide. €M23 = CA22
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Slide -€M24 --CA23
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M25 -:CA24
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OBJECTIVES - Workbook 5
By the end of Section 2 - BES. you-will be able to:-
* Reconcile payment cards using the Horizon system.
OFFICE
CL PATH/042/003 Ver 1.0 Slide CM26 - CA25
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OBJECTIVES - Workbook 5
By the end of Section 3 - BES you will be able to:-
* Issue payment cards to the customer, on production of a Pick Up
Notice (PUN) using the Horizon system.
* Issue payment cards to the customer, manually entering the Pick Up
Notice (PUN) details after a bar-code reader failure.
* Impound a suspicious PUN.
© POST: /
OrEICE PATH/042/003 Ver 1.0 Slide CM27 - CA26
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ACTIVATION
Activate the following payment cards:-
* Theresa Douglas Batch 2
¢ Helena Craven Batch 3
¢ Laura Connor Batch 3
* Rose Mann Batch 3
Gsm
Or HCE PATHV042/003 Ver 1.0 Slide CM28 - CA27
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OBJECTIVES - Workbook 5
By the end of Section 3 - BES you will be able to:-
* Issue payment cards to the customer, on production of a Pick Up
Notice (PUN) using the Horizon system.
* Issue payment cards to the customer, manually entering the Pick Up
Notice (PUN) details after a bar-code reader failure.
* Impound a PUN.
r POST:
OFFICE,
CL PATH/042/003 Ver 1.0 Slide CM29 - CA28
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OBJECTIVES - Workbook 5
By the end of Section 4 - BES you will be able to:-
* Carry out encashment of benefit using the payment cards on the
Horizon system.
POST y,
orice f PATH/042/003 Ver 1.0 Slide CM30 - CA29
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PATI4042/003 Ver 1.0 Slide CM31-CA30
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OBJECTIVES - Workbook 5
By the end of Section 4 - BES you will be able to:-
* Carry out encashment of benefit using the payment cards on the
Horizon system.
PATH/042/003 Ver 1.0 Slide .CM32- CA31
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OBJECTIVES - Workbook 5
By the end of Section 5S - BES you will be able to:-
¢ Recognise a Temporary Token.
* Carry out the encashment of Temporary Token (TT) benefit.
POST y)
OFee PATH/042/003 Ver 1.0 Slide CM33 - CA32
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Tome nace Ooseity
PATH/042/003 Ver. 1.0 Slide” CM34 - CA33
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Sprint ints
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PATH/042/003° Ver- 1.0 Slide (CM35 - CA34
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OBJECTIVES - Workbook 5
By the end of Section 5 - BES you will be able to:-
+ Recognise a Temporary Token.
* Carry out the encashment of Temporary Token (TT) benefit.
Post. aa/)
ae PATH/042/003 Ver 1.0 Slide CM36 - CA35
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OBJECTIVES - Workbook 6
By the end of this-workbook you-will be able to:-
* Complete APS Magnetic Card and Bar-coded Bill payments.
OFFICE
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I
§ PATH/042/003 Ver. 1.0 Slide, CA36 H
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OBJECTIVES - Workbook 6
By the end of this workbook you will be able to:-
* Complete APS Magnetic Card and Bar-coded Bill payments.
* Reverse an APS transaction.
* Understand the procedure to recover transactions after a system or
communications failure.
POST
‘OFFICE I
CL PATH/042/003 Ver 1.0 Slide CM37
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APS CARD
(: »
PAN 9826900015012221501
TRAENING CARD
LOCAL
Service \y 01 TRG P 22215 APSO5 aS
Code
VG
PATH/042/003 Ver 1.0 Slide CM38 - CA37
l POST.
“OFFICE
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OBJECTIVES - Workbook 6
By the end of this workbook you will be able to:-
* Complete APS Magnetic Card and Bar-coded Bill payments.
ism VY
Ore PATH/042/003 Ver 1.0 Slide. CA38
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OBJECTIVES - Workbook 6
By the end of this workbook you will be able to:-
* Complete APS Magnetic Card and Bar-coded Bill payments.
* Reverse an APS transaction.
* Understand the procedure to recover transactions after a system or
communications failure.
ae }
OFFICE PATH/042/003 Ver 1.0 Slide CM39
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OBJECTIVES - Workbook 7
By the end of this workbook you will be able to:-
* Recognise and perform actions from the functions menu.
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OFFICE PATH/042/003 Ver 1.0 Slide CA39
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OBJECTIVES - Workbook 7
By the end of this workbook you will be able to:-
* Recognise and perform actions from the functions menu.
¢ Perform transaction reversals.
¢ Register miscellaneous transactions.
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OF Ge PATH/042/003. Ver 1.0 Slide CM40
FUNCTIONS MENU
= Tensetions
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PATH/042/003 Ver.1.0
‘State WA
User Ga
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Seweleustomed
Slide
CM4! - CA40
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OBJECTIVES - Workbook 7
By the end of this workbook you will be able to:-
* Recognise and perform actions from the functions menu.
‘POST.
OFFICE
‘CL PATH/042/003 Ver 1.0 Slide CA4I
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OBJECTIVES - Workbook 7
By the end of this workbook you will be able to:-
* Recognise and perform actions from the functions menu.
* Perform transaction reversals.
* Register miscellaneous transactions.
F Post.
' OFFICE,
CL PATH/042/003 Ver 1.0 Slide CM42
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OBJECTIVES - Workbook 8
By the end of this workbook you will be able to:-
* Access the Help facilities available.
UNDER NO CIRCUMSTANCES ARE USERS TO PERFORM ANY OTHER
MAINTENAN KS OTHER THAN THOSE DESCRIBED
oe) ‘CL PATH/042/003 Ver 1.0 Slide CA42
OBJECTIVES - Workbook 8
By the end of this workbook you will be able to:-
* Access the Help facilities available.
* Follow correct procedures in the event of system or component failure.
* Install consumables for the Horizon system.
UNDER NO CIRCUMSTANCES ARE USERS TO PERFORM ANY OTHER
MAINTENANCE TASKS OTHER THAN THOSE DESCRIBED
Post. Wa
‘ OFFICE PATH/042/003 Ver 1.0 Slide CM45
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AGENDA DAY 2
¢ Introduction
* POLO, Help & Basic Maintenance
* Office Set Up
¢ Balancing (Shared Stock Units)
* Coffee
¢ Balancing (Individual Stock Units)
* Role Play & Performance Standard Assessment
r POST.
‘OFFICE,
CL PATH/042/003 Ver 1.0
9.00 - 9.10
9.10 - 9.30
9.30 - 10.20
10.20 - 11.00
11.00 - 11.15
11.15 - 12.30
12.30 - 13.30
Slide CM43
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OBJECTIVES - Workbook 9
By the end of this section you will be able to:-
* Use the Post Masters Memory Card (PMMC) to connect the office to
the Horizon network service.
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ee j PATH/042/003 Ver 1.0 Slide CM44
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OBJECTIVES - Workbook 9
By the end of this workbook you will be able to:-
* Add, modify and delete users.
¢ Understand the different types of stock unit used on the Horizon
system
* Create stock units.
* Attach users to a stock units.
* Complete Remittances In or Out of the office.
* Complete a Transfer between two stock units.
Post \an/
Sis PATH/042/003 Ver 1.0 Slide CM46
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User Groups on Horizon
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User Groups - Description
* Clerk
Can access all EPOSS functions and can balance SUs on
the Horizon system.
¢ Supervisor
Can access all EPOSS functions and complete an office
balance, cannot change access levels or groups for users.
« Manager
Can access all EPOSS functions and complete an office
balance, can change access levels or groups for users.
“POST y,
ils PATH/042/003 Ver 1.0 Slide CM48
Safe Position 1 Position 2 Position 3
ID 10 ID 11 ID 12
STAMPS
STOCK
) CASH
CL PATH/042/003 Ver 1.0 Slide CM49
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OFFICE,
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SHARED STOCK UNIT
* <A-user attached to a shared SU is responsible for an element of the
office stock as a whole.
* More than one user may be attached to and using a shared stock unit at
the same time. However during the balance process only the user
responsible for balancing can be logged on.
* The SU segment has a unique identity number (allocated by the
manager).
¢ The identifier for the SU is the same for all the segments and is visible
on the screen in the bottom right corner.
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OFFICE: PATH/042/003 Ver 1.0 Slide CMS0
INDIVIDUAL STOCK UNIT
Position I Position 2 Position 3 Position 4
SU AA SU BB SU CC SU
DD
6 A
STAMPS
STOCK
CASH
"POST.
Ore PATH/042/003 Ver 1.0 Slide CMS51
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INDIVIDUAL STOCK UNIT
* A.user allocated to an Individual SU has a responsibility for the stock
and cash in their stock unit.
¢ Only one user may be attached to an individual stock unit at any one
time.
° If:
STAMPS, STOCK or CASH are moved between users (with
individual stock units) then a transfer must be completed by both
users.
POST V
OFFICE PATH/042/003 Ver 1.0 Slide CM52
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Mixed Stock Unit Set-Up
Safe Position’ I Position 2 Position 3
ID 10 IDT1 BB CC. I
2 A a
AA
\/
STAMPS
» STOCK
CASH
PATH/042/003: Ver: 1.0. Slide CMS3
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¢ Default Stock Unit
A system maintained holding area, if users are attached to
the default SU they will not be able to use EPOSS.
* Inactive Stock Unit
An inactive SU is a SU which has not completed any
transactions since the last Stock Unit Balance.
* Correction Stock Unit
Created to hold a discrepancy found after the office
balance has been completed but before the Cash Account is
printed.
F POST y,
OFFICE PATH/042/003 Ver 1.0 Slide CM54
OBJECTIVES - Workbook 9
By the end of this workbook you will be able to:-
* Add, modify and delete users.
¢ Understand the different types of stock unit used on the Horizon
system
* Create stock units.
* Attach users to a stock units.
* Complete Remittances In/Out of the office.
* Complete a Transfer between two stock units.
r POST. V,
OFFICE: PATH/M42/003 Ver 1.0 Slide CMS5
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OBJECTIVES - Workbook 10
By the end of Section I - Shared SU, you will be able to:-
* Understand the Shared Stock Unit Balance process.
* Make the declarations for a Shared Stock Unit.
« Produce a Balance Report.
* Rollover a Shared SU into the next Cash Account Period (CAP).
V)
é PATH/042/003 Ver 1.0 Slide CMS6
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I Shared SU Balance Process
Daily Summaries
Weekly Summaries
Non Accounting Data - Parcel Traffic
Declare Stamps
Declare Stock
Declare Cash
Check Declarations
Check Discrepancies
Produce the Balance Report
Roll Over into next BP/CAP
(CL PATH/042/003 Ver 1.0 Slide. CMS7
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OBJECTIVES - Workbook 10
By the end of Section 2 - Individual Stock Unit, you will be able to:-
* Produce counter reports.
* Reverse a transaction from s report.
* Produce BES reports.
* Carry out the End of Day procedures on the Horizon system.
* Produce office reports.
* Make declarations for an individual Stock Unit. i
* Produce a Balance Report.
¢ Rollover an individual SU into the next Cash Account Period (CAP).
‘CL PATH/042/003 Ver 1.0 Slide CMS8
‘POST
OFFICE ,
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Individual SU Balance Process
Daily Summaries
Weekly Summaries
Non Accounting Data/Parcel Traffic
Balance Snapshot
Declare Stamps
Adjust Stock
Declare Cash
Produce the Balance Report
Roll Over into next BP/CAP
PATH/042/003 Ver 1.0 Slide CMS9
Cash Account Process
Balance and Roll Over all active Stock Units
Roll Over any Inactive Stock Units
Produce the Office Balance Snapshot
Produce the Office Balance
Create Correction Stock Unit (if required)
Produce the Cash Account Snapshot
Produce the Trial Cash Account
Confirm Cash Account - Final Cash Account Produced
CL PATH/042/003° Ver 1.0 Slide CM60
OFFICE,
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OBJECTIVES - Workbook 10
By the end of this workbook you will be able to:-
* Produce Daily Reports on the Horizon system.
* Complete the End of Day process on the Horizon system.
F POST
‘OFFICE
CL PATH/042/003 Ver 1.0 Slide CA43
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COURSE OBJECTIVES
By the end of the course you will:-
« Have an awareness of the Horizon system functions.
* Be able to navigate the system.
* Know and be able to use the support materials available.
* Have a level of comfort with the Horizon system, to enable you to
carry out your everyday business transactions on return to your Post
Office.
PATH/042/003 Ver 1.0 Slide CM61 - CA44