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Page 1: Overview - University of Tasmania, Web viewThis Work Instruction provides quick instructions for logging into and out of OneStop during the course of business . ... Contacts. The contact

Financial ServicesXX.X WORK INSTRUCTION: ONESTOP

QUICK OPEN AND CLOSE

Responsible Position: Manager - Financial OperationsApproved by: Director Financial ServicesDate of Effect: June 2010_________________________________________________________________________________

Table of Contents

OVERVIEW...................................................................................................................................................2

PURPOSE........................................................................................................................................................2COVERAGE.....................................................................................................................................................2

ONESTOP OPEN AND CLOSE...................................................................................................................2

TO OPEN ONESTOP........................................................................................................................................2TO START RECEIPTING..................................................................................................................................2TO SWAP USERS OR LOG OFF WHEN ONESTOP NOT IN USE.........................................................................2TO SHUT DOWN AT END-OF-DAY.................................................................................................................2

RELEVANT POLICY AND GUIDELINE DOCUMENTS.......................................................................3

OTHER RELATED DOCUMENTS............................................................................................................3

PROCEDURES AND GUIDES............................................................................................................................3FORMS............................................................................................................................................................3

CONTACTS....................................................................................................................................................3

REVIEW.........................................................................................................................................................3

FINP 4.1 – Invoicing and Receivables PolicyFinancial Management Unit Page 1 of 3May 23 Policies and Procedures Practice Manual

Page 2: Overview - University of Tasmania, Web viewThis Work Instruction provides quick instructions for logging into and out of OneStop during the course of business . ... Contacts. The contact

OverviewPurpose

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

Onestop3. 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

FINP 4.1 – Invoicing and Receivables PolicyFinancial Management Unit Page 2 of 3May 23 Policies and Procedures Practice Manual

djnolan, 08/07/11,
Possible note on secure storage of EFTPOS terminal and documentation per PCI.
Page 3: Overview - University of Tasmania, Web viewThis Work Instruction provides quick instructions for logging into and out of OneStop during the course of business . ... Contacts. The contact

Relevant Policy and Guideline DocumentsFINP 4.1 Invoicing and Receivables Policyxx.x Cashiers Back Office Guidelinesxx.x Cashier and Revenue Collection Guidelines

Other Related DocumentsProcedures and Guides

xx.x Work Instruction: OneStop Daily Tasksxx.x Work Instruction: OneStop Quick Open and Closexx.x Work Instruction: OneStop Enquiriesxx.x Work Instruction: OneStop New TransactionsOneStop Easy guide

Forms

New User RequestOneStop Product/Service Request Form

ContactsThe contact officer for this guideline is:

Manager - Financial OperationsFinancial and Business Services

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

FINP 4.1 – Invoicing and Receivables PolicyFinancial Management Unit Page 3 of 3May 23 Policies and Procedures Practice Manual