Xx.X Work Instruction: Onestop Quick Open and Close

Financial Services

xx.x Work Instruction: OneStop Quick Open and Close

Responsible Position: / Manager - Financial Operations
Approved by: / Director Financial Services
Date of Effect: / June 2010

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Table of Contents

Overview 2

Purpose 2

Coverage 2

OneStop Open and Close 2

To Open OneStop 2

To Start Receipting 2

To Swap Users or Log Off when OneStop not in Use 2

To Shut Down at End-of-Day 2

Relevant Policy and Guideline Documents 3

Other Related Documents 3

Procedures and Guides 3

Forms 3

Contacts 3

Review 3

Overview

Purpose

This Work Instruction provides quick instructions for logging into and out of OneStop during the course of business

Coverage

This Work Instruction applies to all University Cashiers.

OneStop Open and Close

To Open OneStop

1. Log onto the terminal as normal.

2. Double-click on the Onestop icon (NOT the Onestop Training icon) to open Onestop

3. When the User Log On window appears, enter your User ID and Password and select OK (or hit Enter)

4. Ensure that a Green Triangle appears in the system tray in the bottom right hand corner of the screen. This must be running for EFTPOS transactions to work.

To Start Receipting

To start receipting go straight to the POS Register - either:

§ Select the Reg shortcut on the Toolbar OR

§ Select Receipts > POS Register from the menu

To Swap Users or Log Off when OneStop not in Use

Ensure that if the terminal is to be unattended, or if a new user is using it, that the old user logs off and the new user logs on. The following describes the steps to be taken for one user to log off, and for another to then log on:

§ User 1 logs off by selecting the User button on the taskbar and then the Log off button that appears on the in the dialogue box

§ User 2 should then select then log in by selecting the User button on the task bar, entering their login details and pressing OK.

To Shut Down at End-of-Day

§ Ensure that no transactions are pending and that no reports are running.

§ Close down by using the X button in the top right hand corner

§ Switch off the terminal as normal

Relevant Policy and Guideline Documents

FINP 4.1 Invoicing and Receivables Policy

xx.x Cashiers Back Office Guidelines

xx.x Cashier and Revenue Collection Guidelines

Contacts

The contact officer for this guideline is:

Manager - Financial Operations

Financial and Business Services

Review

This Work Instruction will be reviewed as required by changes to operations.

FINP 4.1 – Invoicing and Receivables Policy Financial Management Unit Page 1 of 3

January 12 Policies and Procedures Practice Manual