NCR 7340 Self-Checkout
Release 2.1
Remote Approval Station
Operator’s Guide
17827
B005-0000-1147
Issue D
The product described in this book is a licensed product of NCR Corporation.
NCR is a registered trademark of NCR Corporation.
It is the policy of NCR Corporation (NCR) to improve products as new technology, components, software,
and firmware become available. NCR, therefore, reserves the right to change specifications without prior
notice.
All features, functions, and operations described herein may not be marketed by NCR in all parts of the
world. In some instances, photographs are of equipment prototypes. Therefore, before using this document,
consult with your NCR representative or NCR office for information that is applicable and current.
To maintain the quality of our publications, we need your comments on the accuracy, clarity, organization,
and value of this book.
Address correspondence to:
Manager, Information Products
NCR Corporation
2651 Satellite Blvd.
Duluth, GA 30096
Copyright © 2001
By NCR Corporation
Dayton, Ohio U.S.A.
All Rights Reserved
i
Preface
This book is written for personnel who install and use the Remote
Approval Program.
ii
iii
Table of Contents
Chapter 1: Overview
Introduction .......................................................................................1-1
Related Information...........................................................................1-3
Self-Checkout...........................................................................1-3
7875 Scanner/Scale .................................................................1-4
7401 Retail Terminal................................................................1-4
How to Order...............................................................................1-5
Chapter 2: Installing and Configuring the system
System Requirements ........................................................................2-2
Hardware .....................................................................................2-2
Windows NT System Software...................................................2-2
RAP Installation.................................................................................2-3
Installing the Store Minder Client..............................................2-3
Installing the Remote Approval Program ...............................2-10
Configuring the Remote Approval Program Files ........................2-13
Configuring SCOTLanes.ini .....................................................2-13
Establishing a SCOT Lane number ......................................2-14
Determining Quad Screen view ...........................................2-14
Configuring RAP.ini..................................................................2-16
Viewing Machine Names ................................................................2-18
Chapter 3: Using the Remote Approval Program
Activating Lanes on the Remote Approval Station.........................3-2
Initial Lane Activation.................................................................3-4
Changing Lane View...................................................................3-7
Changing Lane Assignments....................................................3-10
iv
Using Remote Functions .................................................................3-11
Signing On .................................................................................3-11
Monitoring Lanes ......................................................................3-12
Lane Status.............................................................................3-12
Event Description..................................................................3-14
Viewing Lane Details ................................................................3-14
Display Lists ..........................................................................3-15
Issuing Approvals and Suspensions ........................................3-17
Approvals ..............................................................................3-17
Other Approvals....................................................................3-19
Verify Signature ....................................................................3-20
Suspending Transactions......................................................3-20
Security Log ...........................................................................3-21
Shutting Down the Remote Approval Program .....................3-22
Chapter 4: Troubleshooting
NT Event Log .....................................................................................4-1
Index
v
Revision Record
Issue
Date
Remarks
A
Sept 1999
First issue
B
Jan 2000
Updated to Release 1.1
C
August 2000 Updated RAP screens
D
May 2001
Updated 2.1 RAP screens, added Quad screen
information
vi
Radio Frequency Interference Statements
Federal Communications Commission (FCC)
Information to User
This equipment has been tested and found to comply with the limits for a Class A
digital device, pursuant to Part 15 of FCC Rules. These limits are designed to provide
reasonable protection against harmful interference when the equipment is operated in
a commercial environment. This equipment generates, uses, and can radiate radio
frequency energy and, if not installed and used in accordance with the instruction
manual, may cause harmful interference to radio communications. Operation of this
equipment in a residential area is likely to cause interference in which case the user
will be required to correct the interference at his own expense.
NCR is not responsible for any radio or television interference caused by unauthorized
modification of this equipment or the substitution or attachment of connecting cables
and equipment other than those specified by NCR. The correction of interference
caused by such unauthorized modification, substitution or attachment will be the
responsibility of the user. The user is cautioned that changes or modifications not
expressly approved by NCR may void the user’s authority to operate the equipment.
Canadian Department of Communications
This digital apparatus does not exceed the Class A limits for radio noise emissions
from digital apparatus set out in the Radio Interference Regulations of the Canadian
Department of Communications.
Le présent appareil numérique n’émet pas de bruits radioélectriques dépassant les
limites applicables aux appareils numériques de la classe A prescrites dans le
Règlement sur le brouillage radioélectriques édicté par le ministrère des
Communications du Canada.
Voluntary Control Council For Interference (VCCI)
Chapter 1: Overview
Introduction
Although the Self-Checkout terminal enables customers to perform
their own checkouts, occasionally, intervention from store personnel is
required. The Remote Approval Program is designed to permit store
personnel to monitor the Self-Checkout lanes from the Remote
Approval Stations. Through the use of the Remote Approval Program,
store personnel can perform the following:
•
Monitor tri-light conditions.
•
Review the details of transactions as they occur.
•
Issue store approvals.
•
Suspend transactions.
•
Request coupon drop-off.
Using the Remote Approval Program, store personnel can easily
monitor the Self-Checkout lanes. Graphical icons similar to the tricolored (green, yellow, red) lights on the Self-Checkout represent lanes
in the store. Each tri-light graphic contains a lane number and lane
status. The lane number enables store personnel to readily identify the
lane requiring attention. The color-coded lane status indicates the type
of action required.
Store personnel can view the type of activity taking place and the
details associated with the customer’s transaction by selecting the trilight graphic. With detailed information at their fingertips, store
personnel can approve events from their Remote Approval Station, or
suspend transactions and summon the customer to the POS terminal.
1-2
Chapter 1: Overview
Note: There are several components for remote monitoring and
support of Self-Checkout terminals. The following terminology is used
throughout this manual:
Remote Approval Station
A checkout system that an attendant
uses to remotely monitor and handle
exceptions for the Self-Checkout Lanes.
Remote Approval Program
The actual program that is running on
the Remote Approval Station to
perform monitoring and exception
handling.
Pay Station POS Terminal
The store’s traditional POS terminal
that is used to resume orders from SelfCheckout lanes to permit for handling
additional tenders or transaction
modifiers (for example, price changes
or entering not-on-files).
Chapter 1: Overview
Related Information
The following is a list of available publications that supplement the
information included in this manual:
Self-Checkout
Publication
Product ID
NCR 7340 Self-Checkout Hardware
Installation and Service Guide
B005-0000-1148
NCR 7340 Self-Checkout Site Preparation
Guide
B005-0000-1149
NCR 7340 Self-Checkout Software
Installation & Configuration Guide
B005-0000-1150
NCR 7340 Self-Checkout Parts
Identification Manual
B005-0000-1151
NCR 7340 Application Development Kit
Programmer’s Reference
B005-0000-1153
NCR 7340 Self-Checkout IBM
Supermarket Installation and
Configuration Guide
B005-0000-1155
NCR 7340 Self-Checkout Diagnostics and
Troubleshooting Guide
B005-0000-1160
NCR 7340 Self-Checkout Tutor CD
B005-0000-1191
NCR 7340 Self-Checkout ScanMaster
Installation and Configuration Guide
B005-0000-1192
NCR 7340 Self-Checkout ACS/SCOT
Installation and Configuration Guide
B005-0000-1193
NCR 7340 Self-Checkout Store
Manager’s Guide
B005-0000-1279
1-3
1-4
Chapter 1: Overview
7875 Scanner/Scale
Publication
Product ID
7875 Scanner/Scale User’s Guide
7875 Scanner/Scale Repair Guide
7875 Scanner/Scale Installation Guide
7875 Scanner/Scale Interface
Programmer’s Guide
7800, 7870, 7875, & 7890 Scale
Programming Tags
B005-0000-1085
B005-0000-1086
497-0000-1843
BD20-1074-A
BSTO-2121-74
7401 Retail Terminal
Publication
Product ID
NCR 7401/7454 Retail Terminal
Hardware Installation & Service
NCR 7401/7454 Retail Terminal Site
Preparation
NCR 7401/7454 Retail Terminal Parts
Identification Manual
NCR 7401/7454 Retail Terminal
Diagnostics & Troubleshooting Guide
B005-0000-1069
B005-0000-1070
B005-0000-1072
B005-0000-1101
Chapter 1: Overview
How to Order
You need an order form if you are using fax, e-mail, or mail order.
Order forms are available to NCR personnel through QuickLook. In
QuickLook, click on Forms & Templates, then select Information
Products Order Form.
Web Sites
• http://inforetail.AtlantaGA.NCR.COM (NCR only)
• http://www.info.NCR.COM (Anyone)
Online Order
• Connect System (NCR only)
Phone Order
• 800-543-2010 (US area)
• 622-3727 (VOICEplus)
• 44-181-242-5350 (International)
Fax Order
• 937-445-6245 (US area)
• 44-181-242-5355 (International)
E-Mail
• Information+Products.Publishing@DaytonOH.NCR.COM
(US area)
• Management.Order@unitedkingdom.ncr.com (International)
Mail Order
• NCR Corporation IPP-Dayton
1700 S. Patterson Boulevard
Dayton, OH 45479
USA
•
NCR Corporation
915 High Road
North Finchley
London N12 ONH
United Kingdom
1-5
1-6
Chapter 1: Overview
Chapter 2: Installing and Configuring the system
This chapter includes instructions for installing and configuring the
Remote Approval Program (RAP). The steps in the installation process
consist of the following procedures:
1. Installing the Remote Approval Program.
2. Configuring the Remote Approval Program.
Remote Approval Stations should be connected through a Local Area
Network (LAN) to the Self-Checkout terminals being monitored. The
Remote Approval Program is installed on each Remote Approval
Station used in the store.
17827
2-2
Chapter 2: Installing and Configuring the system
System Requirements
Hardware
The following list of required hardware is for quick reference only.
•
PC Express Workstation INTEL PENTIUM II/350MHZ
•
English user documentation
•
64MB PC 100 SDRAM memory
•
US English, 104 keys
•
USA (UL/CSA)
•
Amplified stereo speakers (2)
•
NCR 7401 Touchscreen Terminal
Windows NT System Software
The following list of required operating system software is for quick
reference only.
•
Windows NT 4.0 operating system
•
NT 4.0 Service Pack 4
Chapter 2: Installing and Configuring the system
RAP Installation
The following software is required to install RAP on the Remote
Approval Station.
•
Self-Checkout 2.1 CD-ROM
•
RAP CD-ROM
When installing RAP, Store Minder Client must be installed first. The
following sections contain instructions for installing Store Minder
Client and RAP.
Installing the Store Minder Client
1. Insert the SCOT 2.1 CD-ROM, and then open the Self-Checkout
Installation program (msd.exe).
2. From the Self-Checkout Installation screen, select Store Minder.
Select Install to begin installation.
2-3
2-4
Chapter 2: Installing and Configuring the system
3. The system displays the Question dialog box. After closing any
applications, select Yes to continue.
4. From the Welcome screen, select Next to continue.
5. Review the installation notes, then select Next to continue.
Chapter 2: Installing and Configuring the system
6. From the Select Components screen, select Runtime to continue
installation.
7. From the Destination Location screen, select Next to install NCR
Store Minder Client to the Program folder.
2-5
2-6
Chapter 2: Installing and Configuring the system
8. From the Select Program Folder screen, select Next to continue.
9. From the Store Minder User screen, select Use Existing Account then
select Next.
Chapter 2: Installing and Configuring the system
2-7
10. From the Create User screen, enter the system’s User Name and
Password. For example, if you logged on as Administrator and did
not enter a password, enter Administrator as the User Name and
leave the Password text field blank. Then select Next to continue.
11. From the Select Components screen, select Local Logging Only then
select Next to continue.
2-8
Chapter 2: Installing and Configuring the system
12. From the Event Log Wrapping screen, System Log and Application
Log should be selected. Select Next to continue.
13. Review or change any settings from the Start Copying Files screen.
Select Next to continue.
Chapter 2: Installing and Configuring the system
2-9
14. After Store Minder file setup is complete, the system displays the
Finish screen.
15. The Setup Complete screen appears. Select Yes, and then select
Finish to complete installation. The system automatically reboots.
2-10
Chapter 2: Installing and Configuring the system
Installing the Remote Approval Program
1. Login to the system as Administrator.
2. Insert the Remote Approval Program installation CD-ROM.
3. Select setup.exe from the CD-ROM drive.
4. From the InstallShield Wizard screen, select Next.
Chapter 2: Installing and Configuring the system
5. The InstallShield Wizard performs setup of files to the system.
6. The RAP files are copied and registered to the system. If the
following screen is displayed, select Don’t display this message
again, then select Yes.
2-11
2-12
Chapter 2: Installing and Configuring the system
7. When setup is complete, select Finish from the Finish Dialog screen.
The computer reboots automatically.
Chapter 2: Installing and Configuring the system
2-13
Configuring the Remote Approval Program Files
Upon completion of the Remote Approval Program installation, the
file, SCOTLanes.ini, must be edited. Configuration of the file,
Rap.ini, is optional.
Configuring SCOTLanes.ini
The file, SCOTLanes.ini, can be configured to perform the following
actions:
•
to establish a lane number for each Self-Checkout terminal
•
to configure the quad screen view Self-Checkout terminals
•
to determine the port number of the com port that the video switch
box is attached to (manual configuration is not needed)
•
to determine which lane is connected to which video input number
(manual configuration is not needed).
An example of the file, SCOTLanes.ini, is provided below.
2-14
Chapter 2: Installing and Configuring the system
Establishing a SCOT Lane number
After the Remote Approval Program has been installed on the remote
terminal, each Self-Checkout terminal that will be monitored by the
RAP station MUST be entered into the SCOTLanes.ini file. Complete
the following procedures, to establish lane numbers for each terminal.
Å
Å
1. From the Windows taskbar, select Start Programs Windows
NT Explorer.
2. From the following path c:\scot\config, open the file
SCOTLanes.ini.
3. For each Self-Checkout terminal, enter the lane number (three
digits maximum), and machine name in the field. See the following
example.
[SCOTLanes]
; (Lane number)=(Machine Name)
; Lane number is a number up to 3 digits used in the
store to identify the SCOT terminal
; Machine Name is the Computer Name of the SCOT
terminal
Format
101=agaduluziey
102=agaduluburktl
103=agadulabarnhs
Note: See the following section, Viewing Machine Names, to obtain
machine names.
While the lane number can be any number that one selects, NCR
recommends the terminal number be used for easy identification.
4. After installation is complete, reboot the system.
Determining Quad Screen view
Å
Å
1. From the Windows taskbar, select Start Programs Windows
NT Explorer.
2. From the following path c:\scot\config, open the file
SCOTLanes.ini.
Chapter 2: Installing and Configuring the system
3. Enter the lane number and the number of the quadrant for the
details of that lane to appear.
[QuadLanes]
;(Lane Number) =(Quad Lane Position ID)
; Quad Lane Position ID: 0 - top left quadrant; 1 top right; 2 - bottom left
; 3 - bottom
; right
Format
101=0
102=1
103=2
104=3
2-15
2-16
Chapter 2: Installing and Configuring the system
Configuring RAP.ini
The file, RAP.ini, contains options that are configurable. An example of
the file, RAP.ini, is provided below.
Chapter 2: Installing and Configuring the system
2-17
It is recommended that you configure only the options described in the
following table. RAP.ini is located in directory c:\scot\config.
Option Name
Option Value
Log
If set to 1, log option is on. The log file name is Rap.log.
If this file is over the maximum size, it will move to the
back up file, Rap.log.bak.
If set to 0, log option is off.
Default =1
Code appears as follows:
; write debug trace to log.txt? 1: yes; 0: no
Log=1
MaxLogSize
Maximum size of Rap.log in KB. Default = 5000
Code appears as follows:
; Max Rap.log file size in KB
MaxLogSize=5000
ConfirmationForSuspending
Transaction
If set to 1, a confirmation screen is displayed after
requesting to suspend a transaction from the RAP
station.
If set to 0, a confirmation screen is not displayed after
requesting to suspend a transaction from the RAP
Station.
Code appears as follows:
; ConfirmationForSuspendingTransaction has
value 1: yes; 0: no
ConfirmationForSuspendingTransaction=0
2-18
Chapter 2: Installing and Configuring the system
Viewing Machine Names
One can obtain machine names by following the steps below. Perform
this procedure on each Self- Checkout that needs to be identified by
name.
Å
Å
1. From the Windows taskbar, select Start Settings Control
Panel.
2. Double-click on Network. The system displays the Network dialog
screen.
3. Select the Identification tab to locate the computer name.
Chapter 3: Using the Remote Approval Program
The Remote Approval Program (RAP) enables store personnel to
monitor and interact with Self-Checkout terminals using a remote
station. Occasionally, during a customer transaction, certain events
occur at a Self-Checkout terminal that requires the intervention of store
personnel. Through the Remote Approval Program, the events can be
monitored, and transactions can be approved or suspended without
store personnel leaving their stations. This chapter provides
instructions on how to use the Remote Approval Program.
3-2
Chapter 3: Using the Remote Approval Program
Activating Lanes on the Remote Approval Station
When activating RAP for the first time, the main screen appears as
shown below. If lanes have not been assigned or activated, they are not
displayed on the screen. When all lanes are configured, all subsequent
logins to the Remote Approval Station depict the lanes previously
configured.
Chapter 3: Using the Remote Approval Program
3-3
Self-Checkout lanes are depicted by colored tri-light graphics that
indicate the lanes available for monitoring. One can view up to 12 SelfCheckout tri-light graphics.
After the lanes have been activated, arrange the positions of the trilight graphics to make it easier to locate the Self-Checkout lane. When
configuration is complete, one can remotely monitor terminal
functions.
Note: One can exit the Remote Approval Program at any time by
pressing <ALT F4> on the keyboard from the Main screen.
3-4
Chapter 3: Using the Remote Approval Program
Initial Lane Activation
1. Select Activate Lanes from the Main Screen.
2. Note that there are currently no active lanes to control. Select
Change Lane Assignment.
Chapter 3: Using the Remote Approval Program
3-5
3. The 12 tri-light graphical icons represent the 12 Self-Checkout
terminals an attendant may monitor. Touch the graphic tri-light to
be configured. Then touch the down-arrow to select the lane
number to assign to it. (The lane numbers displayed here are those
previously assigned in the SCOTLanes.ini file. See “.”) The trilight graphic selected appears white with the assigned lane number
displayed. Press Accept Configuration to complete setup.
Note: Pressing Go Back displays the previous screen without
saving the selected lane assignments.
3-6
Chapter 3: Using the Remote Approval Program
4. The Remote Approval Program initiates the connections to the
selected Self-Checkout lanes. When connections are established, a
screen similar to the following displays showing graphical
representations for each of the lanes activated. The following screen
illustrates the connection of one Self-Checkout lane.
After the initial activation process just described, all subsequent
logins to the Remote Approval Station initiate the connection
process automatically. The only time the activation procedures
should be performed is when the current configuration should be
changed.
Note: When a connection to a Self-Checkout lane cannot be
established by the Remote Application Program, a white X appears on
the tri-light graphic representation as shown here:
Chapter 3: Using the Remote Approval Program
3-7
Changing Lane View
When viewing the lanes, each lane’s activity can be viewed by double
clicking on that particular lane.
When store personnel has accessed the Self-Checkout lane, Store Mode
is displayed above the lane.
3-8
Chapter 3: Using the Remote Approval Program
In addition, live video activity on four lanes can be viewed
simultaneously. When the user selects Change View, from the
previous screen, a screen is displayed of four activated lanes (Quad
screens).
Select Video from the screen, to display physical activity at that lane.
When the lane number is selected, for example 102, the activity for that
lane only is displayed.
Chapter 3: Using the Remote Approval Program
3-9
If Change View is selected from the previous screen, status of each
terminal’s lane is displayed again. If more than one Self-Checkout
terminal needs assistance, a number is displayed notifying store
personnel the order in which the lanes should be assisted.
For example, in the screen below, Self-Checkout terminal 102 displays
1 and Self-Checkout terminal 103 displays a 2. Therefore, the customer
at Self-Checkout terminal 1 should receive assistance first and then
attention should be given to Self-Checkout terminal 103.
3-10
Chapter 3: Using the Remote Approval Program
Changing Lane Assignments
As discussed, assign the positions of the Self-Checkout lanes during
the initial configuration of the Remote Approval Program. Lane
positions can be changed whenever necessary. Remember that 12 SelfCheckout lanes can be viewed at once. Use the following steps to
change lane positions.
1. From the Main screen, select Activate Lanes, then select Change
Lane Assignment.
2. To assign a lane light, select the tri-light graphic position.
3. Select the lane number from the list of lanes that appear above the
tri-light graphics. Use the arrows to select the lane number. The
number appears in the tri-light graphic.
4. Perform steps 2 and 3 until the lanes are in the correct positions,
and then select Accept Configuration to return to the Main Screen.
The tri-light graphics display in the positions that are specified.
Chapter 3: Using the Remote Approval Program
3-11
Using Remote Functions
After the Self-Checkout lanes have been activated, sign on to the
system to monitor lanes and perform remote functions. When one
successfully logs on, the system displays the Main Screen. The Main
Screen displays all activated lanes. If activity on a specific lane requires
a response or a transaction have been suspended, an event description
is displayed above the tri-light graphic. If a response is required, the
Lane Details Screen can be viewed for further information.
Signing On
To monitor lanes, sign on to the system. Use the following procedure
beginning at the Main Screen:
1. Select Sign On. The User ID screen displays as shown below.
2. Enter a User ID and press Enter. The Password screen displays.
3-12
Chapter 3: Using the Remote Approval Program
3. Enter the password and press Enter.
When login is successful, the System displays the Main Screen again.
Note: RAP validates its login by sending messages to the terminals
that it is monitoring. If none of the Self-Checkout terminals are
connected, sign-on fails.
Monitoring Lanes
The Main Screen enables store personnel to view all activated lanes.
There may be times when one does not want to perform any remote
functions, but would like to monitor the lanes. One can determine if
their response is required by viewing the lane status and the event
description.
Lane Status
When the Main Screen is viewed, notice that some tri-light graphics
have different lane statuses. The following table describes each lane
status that can occur:
Lane Status
Description
Gray
Lane is not in use.
Green
Lane is in use and no response from store
personnel is required.
Flashing Green
Coin or cash dispensers are low and need
replenishing.
Yellow
Customer can continue with the transaction, but
intervention from store personnel is needed.
Note: The yellow light turns to red when the
customer tries to Finish and Pay if a prior
approval was not issued.
Chapter 3: Using the Remote Approval Program
Lane Status
Description
Flashing Red
(w/number)
Customer is ready to proceed to the cashier’s
station or a security event has occurred. The
number indicates the order of priority.
Example: Attend to priority one before two.
Also, means that a hardwired device needs
immediate attention from store personnel.
An X in a trilight graphic
Indicates that the Self-Checkout terminal is
disconnected.
Wt? in a tri-light
graphic
Indicates the weight-learning database is not
available.
Lane status also applies to the color-coded blocks listed on the Lane
Details screen. If a block contains “!”, this lane needs immediate
attention. See the Lane Details section for further information.
The following situations trigger a red or yellow light on the tri-light
graphic, indicating that store intervention is required:
•
Item not on file
•
Recalled item
•
Time-restricted item
•
Age-restricted items
•
High numbers of customer voids or coupons
•
Visual validation items
•
Security concerns
•
Hardware device errors
3-13
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Chapter 3: Using the Remote Approval Program
Event Description
The event description that appears above the tri-light graphic is a
textual summary of the event. This feature permits one to immediately
determine if a lane requires a response or has been suspended. If store
personnel would like to perform remote functions, use the event
description to assist in selecting the tri-light graphics that need a
response. It also serves as a reminder of what to do when the customer
arrives at the station. The event description remains displayed until it
has been approved or the suspension has been cleared.
Viewing Lane Details
To view transaction details, select the tri-light graphic. The system
displays the Lane Details Screen as shown below. Located in the center
of the screen are two lists that contain details of the selected lane’s
transactions.
The left side of the screen displays all activated lanes. A color-coded
block containing the lane number represents active lanes. The color
indicates the lane status. If “!” is inside a block, it means the lane needs
immediate attention. Viewing details of one lane can easily be switched
to another by selecting the appropriate block.
Chapter 3: Using the Remote Approval Program
3-15
Buttons labeled with the remote function they perform are located on
the right side of the screen. Instructions pertaining to the various
functions can be found later in this chapter.
Display Lists
The two list areas displayed in the center of the screen show alert
messages and transaction details. Scroll through both lists using the UP
and DOWN arrows located in each window.
Alert Messages
Alert messages are displayed in the top list and generally consist of
events or errors that cannot be handled at the Remote Approval
Station. For example, if a device error occurs, such as a paper jam, it
must be cleared before the customer can finish and pay. Messages
requiring an immediate response are preceded by ++, and displayed in
a red italic font.
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Chapter 3: Using the Remote Approval Program
The area that contains alert messages also displays information relating
to specific events (for example, security breaches, approve coupon,
restricted item). For example, to view security issues that have
occurred, select Security Log. The name displayed above the list area
changes to Security Log, and the list displays security events that have
taken place.
Transaction Details
The bottom list displays all activities during the customer’s transaction,
as it occurs. The list can consist of:
•
Items scanned or entered manually
•
Coupons scanned or entered manually
•
Voided entries
•
Self-Checkout system messages relating to alerts, restricted items,
recalled items, items not on file, and so forth.
Chapter 3: Using the Remote Approval Program
3-17
Issuing Approvals and Suspensions
From the Display List, where the function buttons are located on the
right side of the screen, one can issue approvals or suspend
transactions. Available functions are white and appear threedimensional on the screen. Buttons that appear gray are enabled.
For example, if the customer has not purchased any restricted items,
the Restricted Items button appears “gray” because there is no reason
to select it. One can perform the following functions using the buttons
provided:
•
Approve Security Logs
•
Approve Coupons
•
Approve Restricted Items
•
Issue Other Approvals
•
Verify Signature
•
Request Suspend
•
Allow Suspend
•
Return to Main
In addition to the function buttons, the Return to Main button permits
the user to go to the Main Screen. This button is available at all times.
Approvals
When monitoring the Self-Checkout lanes, occasionally store personnel
sees a tri-light graphic that displays a lane status of yellow, indicating
the transaction requires one or more approvals. There are several
events that can require an approval. One example is when a customer
purchases an age-restricted item such as alcohol. After the customer
enters the birth date, store personnel can issue an approval to clear the
event and permit the transaction to proceed. Instructions for issuing
approvals for specific events follow.
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Chapter 3: Using the Remote Approval Program
Coupons
Coupons require store approval when they exceed thresholds set in the
Self-Checkout Security System Configuration. To approve coupons
complete the following procedures:
1. From the Display List, select Approve Coupons. The top list
displays the summary of coupon transactions to be approved.
2. Verify the existence of valid coupons used for the transaction.
3. Select one of the following:
•
Approve and Slot – instructs customer to feed coupons into
the Self-Checkout coupon receptacle.
•
Approve and Collect – instructs customer to bring coupons to
the cashier station at the end of their transaction.
Restricted Items
Purchases of age-restricted items require approval. Perform the
following to approve them.
1. Double-click on the lane that needs assistance. In the lower section
of the screen, the age and birth date required to approve the
purchase should be displayed. The customer’s age and birth date
should be equal to or later than the age and birth date displayed on
the screen
Chapter 3: Using the Remote Approval Program
3-19
2. From the Display List, select Approve Restricted Items.
3. The customer is permitted to continue with their transaction.
Other Approvals
Intervention is needed when one or more of the following conditions
exist:
•
All items have been cancelled and the previous total exceeds a
setting in the Security System Configuration.
•
The customer attempted to purchase an item that was not on file.
•
Items have been recalled.
•
Items were voided.
•
Visual Validation is needed.
•
When “Other Payment” option is enabled and selected on the SelfCheckout Terminal.
Cancelled, Voided and Recalled Items
Use the following steps to make other approvals for cancelled, voided
and recalled items:
1. After viewing the message on the Display List, verify that the
transaction is to be approved and determine if the items have been
set aside.
2. If all voided items have been set aside, select Other Approvals
from the Display List screen.
The customer is permitted to continue with their transaction.
Note: Ensure that any recalled items are collected from the
shopper.
Not-on-file items can be manually entered via Store Functions at the
Self-Checkout terminal. Customers are instructed to set theses items
aside. Optionally, the attendant may suspend the current transaction at
the Remote Approval Station and enter the item after resuming the
transaction.
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Chapter 3: Using the Remote Approval Program
Verify Signature
When a transaction calls for a customer signature, this function is used
to verify that the signature is authentic. Follow the steps below to
verify a customer’s signature:
1. Verify that the customer’s name and signature are correct.
2. Select Verify Signature. The system displays the customer
signature in the top list area.
3. View the signature to confirm that it matches the name.
4. Select Approve to permit customers to complete their transaction.
Suspending Transactions
At times, a customer’s transaction may need to be suspended. For
example, the customer wants to pay for purchases with a tender type
that is not supported. One can suspend the transaction at the SelfCheckout terminal and resume it at the Remote Approval Station.
1. Verify from the Display List that the transaction should be
suspended.
2. Select Suspend. The Suspend button changes to Request
Suspend. The customer receives a message to wait for store
approval.
3. Select Confirm Suspend Request. The customer is prompted to
collect the receipt and bring all items to the Remote Approval
Station to complete the transaction. One can recall the transaction
using the number on the receipt.
•
If Cancel Suspend Request is pressed, the customer is
prompted with the Lane Detail screen and the requested
suspend is cancelled.
•
If Suspend Now was pressed, select Confirm Suspend Now to
complete transaction suspension. If Cancel Suspend Now is
selected, the customer is prompted to the previous screen and
the requested suspend is cancelled.
Chapter 3: Using the Remote Approval Program
•
3-21
The Allow Suspend button is enabled when the customer has
pressed Confirm Suspend Request on the Self-Checkout
terminal. This means that RAP has sent SCOT a suspend
request and SCOT is pending a Suspend. RAP cannot cancel a
pending suspend at this point. However, a pending suspend
could be canceled on the SCOT terminal. If Allow Suspend was
pressed, select Confirm Allow Suspend to complete transaction
suspension. If Go Back is selected, the customer is prompted to
the Allow Suspend screen.
Security Log
When a security event occurs, one must determine the action that is
necessary. When security events occur, the Security Log provides the
details of the events. From there, the transaction can be approved or
suspended. To view details of security violations, perform the
following:
1. From the Display List screen, select Security Log.
The list at the top of the screen displays security violations that
have occurred during the transaction, such as “Unpurchased item
placed in bagging area.” The bottom list displays the details of the
transaction.
2. After validating the items on the receipt against the items being
purchased, select one of the following:
•
Approve to permit the customer to continue with the
transaction
•
Suspend to prompt the customer to finish the transaction at a
cashier’s station.
Note: If the customer’s items do not match the receipt, correct the
transaction and then approve security or cancel the transaction.
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Chapter 3: Using the Remote Approval Program
Shutting Down the Remote Approval Program
In order to exit the Remote Approval Program, press <Alt F4> from the
Main screen.
Chapter 3: Using the Remote Approval Program
3-23
Chapter 4: Troubleshooting
If problems are encountered with the Remote Approval Program, refer
to the instructions for viewing the NT Event Log.
NT Event Log
If the Remote Approval Program stops, shuts down, hangs-up or
behaves abnormally, check the NT Event Log to determine if an error
has been reported. To view the NT Event Log, perform the following
steps:
1. From the Start button on the desktop, select Programs→
Administrative Tools→Event Viewer. The system displays the
Event Viewer Program.
2. Select Log/Application.
3. Double-click the event entry that occurred while using the Remote
Approval Program. The system displays a detailed message
regarding the error.
Consult the network administrator for further instructions or call the
NCR Customer Support Center for help.
4-2
Chapter 4: Troubleshooting
Index
—A—
Alert Messages, 3-14
Approval Transactions
cancelled, voided and recalled items, 317
coupons, 3-16
other approvals, 3-17
restricted items, 3-16
security log, 3-18
Approvals, 3-16
—C—
Changing Lane Assignments, 3-9
Configuring the Remote Approval
Program Files, 2-13
Configuring the Remote Station, 3-2
—D—
—L—
Lane Status, 3-11
—M—
Monitoring Lanes, 3-11
—N—
NT Event Log, 4-1
—P—
Pay Station POS Terminal, 1-2
Platform, 2-11
—R—
Related Information, 1-3
Remote Approval Program, 3-1
Remote Approval Station, 1-2
Display Lists, 3-14
—E—
Event Description, 3-13
—I—
Initial Lane Activation, 3-4
Issuing Approvals and Suspensions, 3-15
—S—
Scanner, 1-4
SCOTLanes.ini File, 2-13
Setting up the Self-Checkout Express
Remote Approval Program, 2-10
Shutting Down the Remote Approval
Program, 3-19
Signature Verification, 3-18
Signing On, 3-10
Store Minder, 2-5, 2-6, 2-9
Store Minder Client, 2-5
Suspending Transactions, 3-18
System Requirements, 2-2
hardware, 2-2
—T—
To exit the Remote Approval Program, 33
Transaction Details, 3-15
Tri-Light, 1-1
—U—
Using Remote Functions, 3-10
Using the Remote Approval Program, 3-1
—V—
Verify Signature, 3-18
Viewing Lane Details, 3-13
Viewing Self-Checkout Express Terminal
Machine Names, 2-14
—W—
Windows NT System Software, 2-2
B005-0000-1147
May 2001
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