Loomis SafePoint i-Station

LoomisSafePoint i-Station

Short User Manual

Version 1.0 PINOctober 2013

Loomis SafePoint i-Station user manual

Copyright Notice

This manual is Copyright © 2012 Loomis UK, 1 Alder Court, Rennie Hogg Road, Nottingham, NG2 1RX. All Rights Reserved.

Unless otherwise noted, all materials contained in this manual are copyrighted and/or trademarked and may not be used exceptas provided in these terms and conditions or in the copyright notice or other proprietary notice provided with the relevant materials.

You can only copy or reproduce text content from this manual for use within your business premises for training and educationalpurposes. Use of the content for any other purpose is permitted only with written permission of Loomis UK Limited. No materialmay be modified, edited or taken out of context such that its use creates a false or misleading statement or impression as to thepositions, statements or actions of Loomis UK.

Loomis UK also retains the copyright to the design of this manual.


Welcome toLoomis SafePoint i-Station


GeneralFamiliarisationOperating guidelinesDay to day

UserDepositing notesDepositing coinsDepositing notes & coinsExchanging notes for notesExchanging notes for coinsOther Exchange combinationsPay outs (Pre-defined mix)

SupervisorPay outs (Free Selection)Transaction on behalf of...

AdminReports Add new userRestart & shutdownChanging printer paper

TroubleshootingClearing note jamsClearing coin jamsError messagesPower failure

Contents

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Coin reject compartment

Coin dispense drawer

Touch screen

Card swipe slot

Familiarisation

Note compartment

Coin insert

Receipt Printer

Keylock

Cen-Con Lock

Lock/Unlock Handle

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Ensure that the correct thermal paper roll (receipt printer) paper is used and inserted with the thermal coating atthe top.

Always use your finger or the touch screen pen provided to operate the touch screen. Never use a pen or anysharp object as this will cause damage to the touch screen and the warranty will not be valid.

Always leave the Loomis SafePoint i-Station switched on. It is designed to be left on at all times, switching it onand off, may cause the data to become corrupted.

A maximum of 200 notes dependant on the quality of the notes can be fed into the note compartment at any onetime. For best results and speed of deposit straighten the edge of the bundle of notes to be fed through.

Ensure that bank notes are not badly crumpled or folded as these will be rejected. Once the fold has beenremoved they can be presented for deposit again.

Always complete a note validation or deposit. For security reasons the unit has a time out function, which returnsthe i-Station to the main screen after 180 seconds. If the unit is left in a service screen, it will not be viewable on i-Control.

We recommend that each i-Station user is given their own four digit identification code and that this is kept secret.If an i-Station user leaves, we suggest that the user is deleted from the system. We recommend the same applies forany administrator and their passwords.

A cleaning kit is provided with the SafePoint i-Station, we recommend that the note acceptor and receipt printer arecleaned at least every 6 months. If aggressive or oil-containing cleaners are used the note acceptor and receipt printercould be damaged. Apply the cleanser to a cloth and never directly to the parts. The full cleaning procedure can befound on the Loomis SafePoint i-Station operating manual CD, provided with the i-Station.

Only attend to the component parts when the i-Station indicates via the message on the screen that this isrequired. Unnecessary removal of the modules may cause data errors.

Operating guidelines

6


If you have an issue with a collection or require more printer rolls for your Loomis SafePoint i-Station you should callyour servicing branch.

The Loomis SafePoint i-Station is designed to be left on at all times, the power should not be turned off at any point.The system has an uninterruptable power supply (UPS) attached and this will switch on automatically in the event of apower cut. This emergency power will continue to be delivered for up to 8 minutes to ensure that any deposit or payoutcan be completed.

If a system says it is full and there is a not a collection due, then contact your servicing branch and arrange an ad-hocservice. The unit will not allow any further deposits once it is full and will instead route the note to a recycling cassette. Ifthe coin hoppers are full, coins will be routed to the overflow compartment.

Should this happen regularly, then you may want to increase the number of scheduled collections that you have. Thevalue limit is set at the time the device(s) was installed and is based on the advised weekly cash takings and the agreednumber of collections that forms your contract.

A comprehensive user guide is available on the Loomis SafePoint i-Station Operating Manual CD supplied with the system.

Day to day with yourLoomis SafePoint i-Station

7

Enter your ID

Place the notes in to the compartment, level edge first, up to a maximum of 200.

User - Depositing notes

SafePoint i-Station Select ‘Deposit’ Select the ‘Notes’ option

Take your receiptThe notes will then be accepted You will then be asked to take your receipt 8

Select ‘Start Counting’ While depositing the number of notes deposited and the value are displayed on the screen.

Select whether you wish to add further notes or press ‘Finish’

User – Depositing coins

SafePoint i-Station Select ‘Deposit’ Select the ‘Coins’ option

Tip your coins in to the hopper and onto the conveyor belt.

Select whether you wish to add further coins or press ‘Finish’

You will be asked to insert your coins.

Take your receiptThe coins will then be ‘accepted’ by the i-Station.

Any rejected coins will go to the Coin Reject Compartment. Remove foreign coins & deposit remainder into hopper

9

Enter your ID

Place the notes in to the compartment.

User - Depositing notes & coins

SafePoint i-Station

Select whether you wish to add further notes and / or coins or press ‘Finish’

Select ‘Deposit’ Select the ‘Notes & Coins’ option

The notes & coins will then be accepted You will then be asked to take your receipt

Press ‘Start counting’ Please note that the coin insert conveyor will also start automatically.

While depositing the number of notes and coins and the value are displayed on the screen.

Please insert coins in to the coin insert

10

Enter your ID


User – Exchanging notes for notes

Select the notes you require and press ‘Change’

Select ‘Exchange’

Please take banknotes from the slot

Press ‘Start counting’ The system will only allow you to select possible cash mixes to the total value of the deposit.

Select ‘Notes’

Your notes will be counted Once counted, select ‘Change’

11The notes will be dispensed through the note compartment.

Take your receipt

Enter your ID


User – Exchanging notes for coins

Select the coins you require and press ‘Change’.

Select ‘Exchange’

The coins will be dispensed through the coin drawer. Please take your receipt

Press ‘Start counting’ The system will only allow you to select possible cash mixes to the total value of the deposit.

Select ‘Notes’

Your notes will be counted Once counted, select ‘Change’.

12Select Coin selection The coins will be paid out as above

Enter your ID

User – Other Exchange combinations• Coins for notes• Coins for coins• Notes for notes and coins• Coins for notes and coins

All of the above combinations are possible and follow the same principle as in the previous 2 examples.

In summary, once you have entered the ‘Exchange’ screen, select ‘Notes’ if you wish to break Notes into smaller denominations of Notes, Coins, or Notes and Coins, and select ‘Coins’ if you want to change them for any mix of Notes and / or coins.

Use the touch screen to increase the number of each denomination required in increments of +10, +5 or +1 to speed up your selection. If, for example only 6 five pound notes are available for your change, only the ‘+5 and +1’ increments will be available next to the £5 note selection.

13

User – Pay outs (pre-defined mix)• Up to 8 pre-defined Pay out mixes are available and can be assigned to individual cashiers / users, to speed up the dispensing of floats at the beginning of the day and / or shift.• A maximum daily limit can also be set, per user, so that they do not exceed a pre-defined daily pay-out limit.

Select ‘Pay out’Your pre-defined mix of notes

and / or coins will be dispensed

Please enter your PIN number

...and your coins, making sure you close the drawer

afterwards.

You will then be asked to take your receipt

Please then remove your notes...

When the payout is complete, the system will

give the instruction. 14

Enter your ID

Supervisor – Payouts (Free Selection)

...and your coins, making sure you close the drawer afterwards.

Select ‘Pay out’ Select the desired payout mix


Please then remove your notes...


As with the notes, adjust the quantities of coin required.

Once you have selected your desired mix, select ‘Start Pay out’

Adjust the note quantities required using the touch screen in increments of 1,5 or 10 if available.

Select ‘Coin Selection’

When the payout is complete, the system will give the appropriate instruction. 15

Enter your ID

Supervisor – Transaction on behalf of..

Follow the Deposit or Payout instructions from pages 8,9,10 & 14, 15

in this guide

Select ‘Transaction on behalf’ A list of all users will appear



Select the user that you will make the transaction on behalf of.

Choose whether you wish to make a Deposit or a Payout

• A Supervisor can make Deposits or Pay outs on behalf of all the users assigned to the Loomis SafePoint i-Station.

• Up to 8 Supervisors can be assigned to each Loomis SafePoint i-Station.

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Enter your ID

Select your desired report If a daily or weekly report is required select the date and select ‘Print’

Report is printed

Admin - Reports

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...then select ‘Login’ ...Type name and password and select ‘Login’

...select ‘Management’

...then ‘Reports’

Select ‘Service’

Continued on next Page...

Admin – Add a new user

Select the ‘Service’ button ...then select ‘Login’ ...Type name and password and select ‘Login’

Select ‘Management’, and then ‘Tables’

Use the keyboard to enter the following specific details

Select ‘New’ Select Card Type ‘User ID’ Enter the unique four digit ID in the ‘ID field’

Select ‘Exchange’ or ‘Special Features’ if required.

Select the Pay out mix required by the cashier.

Enter the Cashier name using the keyboard

Select / Assign a PIN # for the Cashier / User

Select ‘Save’

Admin – Add a new user (continued...)

Input daily amount that the Cashier / User can be paid out

Select ‘Confirm’

19

Select ‘Pay in’ under Card Account

Select ‘System Shutdown’ or‘System Restart’ Confirm by selecting ‘yes’

The Shutdown function should be used in the event of a power failure, whilst the UPS is supporting the system.Restart should be used in the event of a system failure

To restart the system press the red rocker switch under the PC Touch Screen.

Admin - Restarting & Shutdown

Select ‘Service’Select ‘login’ using credentials

Select ‘System’

You will need to Restart or Shutdown your machine in the event of a power failure or a system error.

Power switch location

20

Select ‘Config & Test’

An on screen message will alert you when the printer paper needs replacing. You can request new printer rolls from your servicing Loomis branch

Unlock and open the note compartment

Open the printer by pushing the release mechanism on the left of the printer

Remove the empty paper rollInsert the new paper roll, leading edge to the top

Pull out some of the paper roll

Close the printer, it will automatically detect, then cut the paper

Close and lock the note compartment

You can now continue with your transaction, select Reprint to get your receipt.

Admin - Changing printer paper

21

Select ‘Service’ Select the ‘Note’ module

Do not touch the note transport bands

When cleared, close the unit, log in and perform ‘Self Test’ again.

Select ‘Test’, then ‘Self Test’

If you get a persistent error, please select ‘Jam Info’

If the Jam is in the top section, open the note compartment.

Green handles, levers and wheels can be operated to remove notes

Troubleshooting - Clearing note jams

In the event of Jams, a message, ‘Due to technical errors, payout and deposit of notes is not possible’, will appear.

If test returns ‘OK’, you may continue using the system.

Pull out the note module.

If OK, the system will return to ‘OK’. Select ‘Logout’.

There will be an audible tone. Follow the screen instructions.

Pull out the coin collection unit

Put the collected coins into the correct denomination hopper

Open the coin module door...

Pull-out the coin hopper.

Push coins to the right of the sensor back into the hopper...

Collect the coins from the rail as these have been ‘counted’

Troubleshooting - Clearing coin jams

...and the top cover

Push the modules back and close the doors, coin module door last

Sensor

Please note the position of the sensor

Collect any rejected coins, and continue with the pay-in

Select ‘Further Coins’ and finish Pay In as per normal.

Replace the printer paper as per instructions

Troubleshooting - Error messages

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The note module has been removed, please replace and perform “Test”

Refill the Retail Station with required denomination in notes and coins

Close the Coin Side car door and ensure the Coin module is in position.

If the Safe door is correctly closed. Restart the system if error message continues call the help desk

A Note jam has occurred inside the note module, remove the note jam and perform “Test”

A Coin jam has occurred inside the coin module, remove the coin jam and follow the on screen instructions


The Loomis SafePoint i-Station is fitted with a battery backup

In the event of a power cut, the battery backup will power the system for enough

time for a transaction to be completed

Once the transaction is completed, perform a system Shutdown as described on

page 20

When power is available again, Restart the system by pressing the power switch on the

bottom of the touch screen PC.

Troubleshooting - Power failure

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Notes

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Manuals & SupportVisit www.loomis.co.uk/safepoint to download the latest manualsTo order stationary or consumables, please contact your normal servicing branch

ContactsLoomis SafePoint team 01582 887 944Engineering support team 0845 0180 530General sales / upgrade enquiry 01582 887 944

http://www.loomis.co.uk/safepoint

www.loomis.co.uk

Documents

Loomis SafePoint i-Station