Login / Log Off Using A Fast Clerk Keyboard

Example of Logging In / Off and Switching Clerks/Staff Members using a Fast Clerk Keyboard

 

This outlines the How To Login / Log Off Using A Fast Clerk Keyboard in Touch.

 

Subjects      ▲ ▼

• About
• How To?

 

About      ▲ ▼

• What Is Required?

• What To Consider?

• When Is It Used?

 

What Is Required?      ▲ ▼

• Clerk/Staff will need to exist in Back Office and be configured with the appropriate authorisation to ensure they are able to login to operate Touch.

 

What To Consider?      ▲ ▼

• Once a Clerk/Staff Member has successfully logged in they maybe prompted to select a Cash Drawer. Refer HERE for more information.
• If the Cash Off By Cash Drawer option is also selected with Fast Clerks, then in order to Log Off from Fast Clerks mode unselect the Cash Off By Cash Drawer option before exiting Fast Clerks mode.
• The Floor Plan will not be displayed if using Fast logins. To ensure the Floor Plan is displayed when Fast Clerks are selected, then ensure the Show Floor Plan Layouts after xx seconds option is set to 1 second or higher.

 

When Is It Used?      ▲ ▼

Fast Clerks is generally used when there is a significant number of Clerks/Staff Members operating a single Touch terminal, and they are required to login in each time they place an order/sale. For example, Touch operators serving behind a bar.

 

How To?      ▲ ▼

• Review About and ensure the steps outlined HERE are addressed.
• GET STARTED?
• Login?
• Log Off?
• Switch Clerks/Staff Members?

 

How To GET STARTED?      ▲ ▼

• Ensure a Layout is created in Keyboard Designer. Give the Layout an appropriate name. For example, Fast Clerks.
• Add Fast Clerk (#111) POS Keys to the Layout. One for each Clerk/Staff Member that will be operating Touch within a given shift. With maybe a couple to spare, just in case extra staff join the shift. Ensure each is given an appropriate Caption. For example, n.a. (not assigned). Refer HERE for more information.
• Add a Clerk Log Off (#112) POS Key to the same Layout. Refer HERE for more information.
• Ensure the same Layout is set as the Home Layout. Refer HERE for more information.
• Ensure a Full Update is sent to all the Touch terminals that will be using the POS Key. Refer HERE for more information.
• Ensure the Fast Clerk Keyboard option is selected against the Entry Type setting in Clerk Settings. This will ensure the Fast Clerk Keyboard is displayed whenever a login by Clerks/Staff is required.

 

 

 

 

How To Login?      ▲ ▼

In Touch:

• Select one of the unassigned POS Keys (n.a.) in the Fast Clerk Keyboard to display the Clerk Login  prompt.

 

 

• Login.
• The logged in Clerk/Staff Member's name will now appear in the Clerk Menu option in the Toolbar.

 

 

• One logged in, the logged in Clerk/Staff Member's name will also appear in the Fast Clerk Keyboard as an assigned POS Key and will remain there until the Clerk/Staff Member logs off using the Clerk Log Off (#112) POS Key.

 

How To Log Off?      ▲ ▼

In Touch:

• Select the Log Off icon.
• Select the assigned tile in the Fast Clerk Keyboard assigned to the Clerk/Staff Member to be logged off.
• An Authorisation prompt will be displayed ensuring that only authorised personnel are able to logoff Clerk/Staff Members. Refer HERE for more information.

 

 

• The selected tile will now appear as unassigned in the Fast Clerk Keyboard.

 

How To Switch Clerks/Staff Members?      ▲ ▼

To switch from one Clerk/Staff Member to another during Touch operations, in Touch:

• WITH the Fast Clerks Layout displayed:
  • Select the assigned POS Key of the Clerk/Staff Member to switch to.

• WITHOUT the Fast Clerks Layout displayed:
  • Select the Clerk Menu option in the Toolbar that display's the currently logged in Clerk's/Staff Member's name.
    • This will ensure the Fast Clerks Layout is displayed and the Clerk's/Staff Member's name is cleared from the Clerk Menu option in the Toolbar.

• • Select the assigned POS Key of the Clerk/Staff Member to switch to.

 

End of article      ▲