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Proteus Operating Guide
from
Timelink Systems Ltd.
Phone : 0870 165 3002
E-mail : [email protected]!site : """.timelinkgroup.com
mailto:[email protected]://www.timelinkgroup.com/mailto:[email protected]://www.timelinkgroup.com/ -
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Proteus 2000 Overview
Prote6s onsists of ter,ina+)s +in7ed to a hardware ontro++er. The ter,ina+s are s,a++
o,pat 6nits a++owing infor,ation to e o++eted fro, the shop f+oor.
This infor,ation ,a- e o++eted in =ario6s wa-s>
i.e. a Magneti adge entr-
9arode entr-
!nfor,ation eing entered =ia the Ter,ina+?s own 7e-pad
d Pro@i,it- adges * 7e-s
e !nfra3red 7e-fos
There are ,an- options a=ai+a+e on the Prote6s s-ste,A ) depending on the t-pe of Prote6s
s-ste, p6rhasedA wi++ depend on the options a=ai+a+e to that s-ste, . See -o6r s6pp+ier for
detai+s.
Fire Alarm Connection :!f a fire a+ar, is present in the 6i+dingA Prote6s ,a- e onnetedto the fire a+ar,A a++owing a printo6t of peop+e present in the 6i+ding to e generated within
seonds of the fire a+ar, eing ati=ated.
Bells / Sirens :These an e onneted to the Prote6s s-ste, to so6nd at ertain ti,es in the
da- for start ti,es * tea rea7s * +6nh rea7s * shift end et. so that the e,p+o-ee?s are aware
of the orret ti,e to start * finish et.
Environment Control :This a++ows Prote6s to ,onitor =ario6s ir6,stanes in a roo, for
e@a,p+eB3 Te,perat6re ontro+ * Lighting ontro+ * Mains ,onitoring or e=en Co6nting on a
prod6tion +ine. This option sho6+d e ons6+ted in great detai+ with -o6r s6pp+ier first.
Rugby ime !ee"ing :!f -o6 wish Prote6s to ha=e ti,e 7eeping a6rate with the R6g-
signa+A then a de=ie an e onneted to Prote6s and ,aintain its ti,e fro, the R6g- signa+.
#all $ials% Rugby Signal :"a++ dia+s an e p6rhased as stand a+one atter- operated dia+sA
whih are parti6+ar+- 6sef6+ if the o=e R6g- Ti,e :eeping de=ie has een p6rhasedA
for this now ena+es -o6r Prote6s Ti,e & ttendane s-ste,A whih ,a- a+so e 6sed to ring
e++s. "i++ ha=e the e@at ti,e as the wa++ dia+sA with NO e@tra wiring to dia+s fro, o6r
s-ste, or an- other ,aster +o7.
&m"ort Facility to S"rea's(eet :Prote6s an prod6e an SC!! fi+e or COMM Separatedfi+e fro, an- of its reportsA then pro=iding the Spreadsheet or #ataase that -o6 are 6sing an
i,portA +et -o6r s6pp+ier 7now -o6 are interested and dis6ss f6nda,enta+s.
&m"ort Facility to Payroll :Prote6s an i,port diret into pa-ro++ =ia a Pa-+in7 Pa7age
written for Prote6s to Most esta+ished Pa-ro++ pa7agesA again this depends if the pa-ro++
pa7age eing 6sed an i,port SC!! or COMM separated. See -o6r s6pp+ier for ,ore
detai+s.
8or the P6rpose of the Man6a+A there are o+o6r oded te@t for ease of 6se in the ,an6a+.
)REE* is Sub +ea'ers* RE$ is ,or any &-PORA* . ae *otice "ointsA and a++
-ain +ea'ers will be (ig(lig(te' in B1E. Pur"le is ,or any !ey Points.
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Chapter 1.0
!f the passwords are ena+ed in the softwareA when -o6 +i7 on the Prote6s $000 ion the firstsreen that -o6 wi++ e presented with is the +ogon sreen.
The Logon sreen a++ows the 6sers of the s-ste, to aess the software 6nder their =a+id
passwordA the software wi++ the 7eep a reord of an- hanges that are ,ade in the Edit
C+o7ings setion of the software and who ,ade the,.
The Logon sreen wi++ +oo7 +i7e this B3
3 To gain aess to the softwareA t-pe in -o6r SURNME first.
3 Then t-pe in -o6r =a+id PSS"OR# and +i7 O.:.
9- entering a =a+id S6rna,e and PasswordA the ,ain Prote6s window wi++ e disp+a-ed.
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Chapter 2.0
This sreen a++ows the 6ser to aess a++ the software f6ntions easi+- and 6i7+- with on+- a
few +i7s of the ,o6se. +ternati=e+-A -o6 an se+et the Men6 ite, - ho+ding down the
LT 7e- and pressing the orresponding +etter with an 6ndersore 6nder that ,en6 ite,.
So,e f6ntions fro, the Co,o 9o@ 96ttons ,a- not e a=ai+a+eA depending on the t-pe of
s-ste, -o6 ha=e insta++ed. Contat -o6r s6pp+ier if -o6 need f6rther assistane.
The Main "indow wi++ +oo7 +i7e this. B3
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Chapter 3.0
The Reports are a ,eans of aessing a++ the data that is in the Prote6s dataase. Th6s eing
the at6a+ +o7ings of the e,p+o-ee?sA or ,an6a+ entered infor,ation - the 6serA i.e.
sene Reasons.
n- of the Reports an e generated to the sreen or diret to the printer. The reports wi++ 6se
!nternet E@p+orer to generate the,A ) and wi++ reate ht,+ fi+es . Mini,6, 5.0
The Reports an e generated as ,an- ti,es as desired and whene=er desired.
3 Re"ort )enerator B There is an in 6i+t report generator within Prote6s whih a++ows
-o6r s6pp+ier to ,a7e reports generi to -o6r re6ire,ents. The- an si,p+- e a+tered -
ha=ing headers hangedA the ?La-o6t? differentA or e=en ha=e Reports designed fro, srathA
and e=en in+6ding for,6+ae for an- ano,a+ies that ,a- o6r. Sho6+d this e of an- 6seA
p+ease ontat -o6r s6pp+ier.
These are the Report o,o o@es for 6se with -o6r s-ste, B 3
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Reports Contin6ed....
There are ,an- Reports a=ai+a+e in Prote6sA 6t as high+ighted on the pre=io6s pageA -o6
on+- need to aess the Ti,e and ttendane o,o o@es. !n whih there are $ ,ore o,oo@esA !nfringe Reports and Other Reports.
#etai+ed in this Chapter are a++ the Ti,e and ttendane Reports.
Eah Report wi++ ha=e a 8i+ter Sreen whih a++ows -o6 to se+et the riteria for the report that
is to e generated. The fi+ter sreen is disp+a-ed e+ow B3
F&1ER SCREE*
Not a++ of the 8i+ter Sreen fie+ds wi++ e a=ai+a+e on a++ of the reportsA for e@a,p+e B3
PER!O# wi++ not e a=ai+a+e on the H E,p+o-ee Listing Report H for this reports ;6st
generates a +ist of a++ the e,p+o-ees 6rrent+- on the s-ste,A so NO period range is needed.
The ?8i+ter Sreen? fie+ds are desried on the fo++owing pages.
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E-P1O5EE B "i++ a++ow the se+etion of the e,p+o-ees the,se+=es. 9- se+eting ONE
sing+e e,p+o-ee on+-A - se+eting a sing+e #epart,ent of e,p+o-eesA or ++ the 6rrent
e,p+o-ees on the s-ste,.
I SingleB !f se+etedA then the +ist of e,p+o-ees is disp+a-ed in the E,p+o-ees ?o@?A -o6 an
6se the sro++ ar to find the e,p+o-eeA then sing+e +eft ,o6se +i7 to se+et the desirede,p+o-eeA the e,p+o-ee detai+s wi++ e disp+a-ed on the right hand side for referene.
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666 Brie, 'etails ,or some o, t(e re"orts available% see below 666
PA5 REPOR B This report gi=es -o6 a++ the ,ain data needed to +oo7 at a++ the ho6rs
wor7edA a++ the +o7ings that the e,p+o-ee has doneA an- +ateness - the e,p+o-eeA if
the- ha=e forgotten to +o7 !n*O6tA and an- reasons wh- the- ha=e een asent. This a++
o++ates onto one reportA whih an ha=e an- date range that -o6 re6ire.
#OR!&*) &-E REPOR B This report gi=es an a=erage ho6rs per e,p+o-ee o=er a
1( wee7 period and wi++ ta7e into ao6nt an- ,an6a+ ,odifiations that ha=e een ,ade.
This report sho6+d on+- e 6sed as a g6ide and not definiti=eA and -o6r s6pp+ier annot
aept e +ia+e for an- disrepanies.
PRESE* REPOR B This report generates a +ist of a++ personne+ who are present+-+o7ed in at the ti,e the report is ati=ated.
ABSE* REPOR B This report generates a +ist of a++ personne+ who ha=e not -et
+o7ed !n on the 6rrent da-.
-&SS&*) *O# B This report generates a +ist of personne+ who ha=e +o7ed !n and O6t
a+read- on the 6rrent da-A 6t are 6rrent+- +o7ed o6t.
E-P1O5EE 1&S&*) B This report generates a +ist of a++ personne+ 6rrent+-
on the s-ste,A and shows 3 E,p+o-ee No.*S6rna,e*!nitia+*#ept.*"or7gro6p*Card
No.
ABSE*CE REPOR B This Report a++ows the generation of an- histori
asene reasons that are in the s-ste,.
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#esriptions of reports ontin6ed....
*O C1OC!E$ O REPOR B This report wi++ show an- e,p+o-ees that
ha=e ?8orgotten? to C+o7 O6t - p6tting FFBFF instead of their +o7ing ti,e.
This report is ,ost+- r6n for the pre=io6s da- and handed to Kead of #epart,entsto get the at6a+ ti,e e,p+o-ees sho6+d ha=e +o7ed o6tA so that the s-ste, an
e ,aintained.
OA1S REPOR B This report is a ?J6i7? ,ethod of getting the ho6rs that an
e,p+o-ee)s has wor7ed for the period se+eted. s the report on+- generates
ho6rs on+- in the different ands and no +o7ingsA it is one +ine per e,p+o-eeA so
is generated onsidera+- faster than the Pa- Report.
O+ER REPORS B There are ,an- other reports a=ai+a+e as standard with
-o6r s-ste,A 6t are ,ain+- 6sed and desried when training is done - -o6r
s6pp+ierA if the need is there.
Chapter 3.1
$AA CO11EC&O* REPORS
#ata Co++etion reports an e aessed fro, The Reports !on. C+i7 on ReportsA
then +i7 on #ata Co++etion. There wi++ now e a se+etion of reports as with T*.
This is a +ist of Standard reports a=ai+a+e. #ata Co++etion is =er- ,6h independentto eah indi=id6a+ 6sto,erA and near+- a+wa-s re6ires espo7e reports to e written
for -o6r needs.
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1&S&*)S
Chapter 4.0 Employee
Personne+ a++ows -o6 to dd * #e+ete or Modif- an e,p+o-ees detai+s. There are +ots of
?fie+ds? that an e 6sed in the Personne+ setion. On+- se=era+ need to e 6sed for the s-ste,
to aept the ard and 6sa+e on the +o7ing point.
Personne+ has the fai+it- to store =ario6s data ao6t an e,p+o-eeA s6h as their ddressA #ate
of 9irthA Ko+ida- and Si7 Entit+e,ents and an !nfo sheet for t-ping in an- e@tra re+e=ant
infor,ation ao6t that e,p+o-eeA whih an sa=e on ? fi+ing ainet spae ? and is at hand at
the press of a 6tton.
There is a+so an e,p+o-ee a+endar whih a++ows an- sene reason to e pre3oo7ed for
f6t6re e=entsA so reords an e ,aintained easi+- and 6i7+-. Ca+endar is e@p+ained +ater in
this hapter.
3 The Personne+ Sreen wi++ e disp+a-ed as e+ow B3
3 s -o6 an see on this sreen their are se=era+ ?tas? on the top of the pageA this ,an6a+
wi++ desrie eah ta in t6rn. !f -o6 wish to find o6t ,ore infor,ation ao6t an- of the tasA
then p+ease ontat -o6r s6pp+ier.
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A$$&*) E-P1O5EES
There is a se6ene of e=ents that -o6 ,6st fo++ow for the e,p+o-ee to e added to theProte6s s-ste,. P+ease see e+ow for instr6tions.
*-BER B Enter the e,p+o-ee ?Pa-ro++? or C+o7 Card N6,er? of 6p to si@ digits in
n6,eri or a+phan6,eri. This sho6+d e a 6ni6e n6,er for eah e,p+o-ee. !f at so,e
ti,e in the f6t6re -o6 wish to i,port data into -o6r pa-ro++ s-ste,A then it is o,,on
pratie to t-pe the pa-ro++ n6,er here to ena+e s,ooth integration into -o6r pa-ro++
pa7age.
CAR$ *O8 B Enter the ?N6,er? on the Re=erse of the Prote6s 9adge. si@ digit
n6,er.
SR*A-E B Enter the e,p+o-ees ?S6rna,e? of 6p to 1$ haraters.
&1E B T-pe in the tit+e of the e,p+o-ee eing added.
FORE*A-E B Enter the 8orena,eD of the e,p+o-ee of 6p to $' haraters. Press enter
&*&&A1 B Press Enter after entering the 8orena,e wi++ p6t the initia+ in a6to,atia++-.
6 *ow clic on A''% t(e em"loyee is now on t(e system8 5ou can now enter ot(er
in,ormation about t(e em"loyee% suc( as t(e worgrou" .s(i,t "attern woring etc86
ER-&*A1S B !f progra,,edA it is possi+e to designate an e,p+o-ee to e a+e to
+o7 !n*O6t on speifi ter,ina+sA or swipe for aess on speifi ter,ina+s a+so.
$EPAR-E* B !f progra,,ed or e@p+ained - -o6r s6pp+ierA -o6 ,a- ha=e se=era+
depart,ents set in the s-ste,. ssigning e,p+o-ees to different depart,ents a++ows -o6
to se+et these parti6+ar indi=id6a+s - their re+e=ant depart,ent for reporting p6rposes.
7OB &1E B
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S&E B !f -o6 ha=e ?Re,ote Sites? =ia a ,ode, set 6p ) on+- a=ai+a+e on Prote6s S-ste,
$000 A then -o6 assign the e,p+o-ee to the Site the- wi++ e wor7ing at.
dding e,p+o-eeDs ontin6ed..
SAR $AE B
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666 For t(e E-P1O5EE CA1E*$AR see C(a"ter ;8< in t(is section 666
Chapter 4.1 Time & Attendance
This setion a++ows -o6 to hange data ao6t the e,p+o-ee that has a+read- een assigned to
the e,p+o-ee when -o6 se+eted ?wor7gro6p? on the E,p+o-ee Page.
This is the Ti,e & ttendane Sreen B3
There ,a- e ti,es whenA e=en after se+eting their appropriate wor7gro6pA that -o6 sti++ need
to hange so,e of their dataA i.e. their "ee7+- 9andsA for this e,p+o-ee ,a- ha=e a differento=erti,e ontratA so -o6 an ,a7e "ee7+- 9ands 1 /0B00 instead of 1 eing 22B52. So
that one the e,p+o-ee has wor7ed /0 ho6rsA an- additiona+ ho6rs wi++ arr- o=er to $.
n- data in this sreen sho6+d e a+tered with are and onsiderationA as data hanged here
an ha=e ,a;or detri,ent affet on the e,p+o-ees tota+s. !f -o6 are in an- do6tA then p+ease
ontat -o6r s6pp+ier first.
PA5 5PE B
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e,p+o-ees ?arr- o=er? fig6re at the end of their period and what the s-ste, arries o=er to
the ne@t period. !.E. Ma@ redit*deit are / ho6rsA and the e,p+o-ee is 6p - % ho6rs at
the end of their periodA then on+- / ho6rs wi++ e arried o=er. The sa,e app+ies to the
#eit.
PA5 C5C1E B
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C1OC!&*)S B This a++ows -o6 to edit the e,p+o-eeDs +o7ing detai+s fro, within
personne+. Edit C+o7ings is detai+ed in setion F of the ,an6a+.
Chapter 4.2 Data Collection
The #ata Co++etion sreen a++ows -o6 hange ertain settings in #ata Co++etion for the
e,p+o-ee.
This is the #ata Co++etion Sreen B3
7OB RAES B
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AO OFF $C B !f the e,p+o-ee is a++owed to +o7 onto 4osA then if this is ti7edA the
e,p+o-ee an swipe o6t with their Ti,e&ttendane ardA and it wi++ a6to,atia++- +o7
the, off their 6rrent ;o. Then when the- swipe in the ne@t da- with their T& ardA the
s-ste, wi++ a6to,atia++- +o7 the, a7 onto the +ast ;o the- where wor7ing on. This
wi++ not happen if 6n3ti7ed.
Chapter 4.3 Access Control
This part of ess Contro+ is p6re+- to a++ow the e,p+o-ee to 6se the s-ste,A and has no set
6p feat6res in this setion.
This sreen is disp+a-ed e+ow B3
ACCESS 1E9E1 B 8or aess ontro+A the s-ste, an e set to ha=e different +e=e+s ofaess for different e,p+o-eeDs thro6gh different aess points. !.EA if the e,p+o-ee +e=e+
here is set toA $. This e,p+o-ee wo6+d not e a+e to gain aess thro6gh an- aess point
that had an aess +e=e+ ao=e $. This sho6+d a++ e set 6p - -o6r s6pp+ier on insta++ation
as this is 6ite in=o+=ed.
P&* B The aess points an e set to a++ow aess thro6gh the, - either swiping a ardA
t-ping in a Pin n6,er or oth. This is where -o6 wo6+d assign that pin n6,er for the
e,p+o-ee to gain aess.
ACCESS C1OC!&*) B ti7 in this o@ wi++ a++ow the e,p+o-ee to 6se the aess
s-ste,A if there isnDt a ti7 in this o@A the e,p+o-ee wi++ not gain aess on an- aess
pointA and the aess point wi++ disp+a- the ,essage ess #enied.
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Chapter 4.5 Ino
The !nfo sheets are p6re+- for te@t infor,ationA and are not 6sed to r6n an- part of the s-ste,
or do a+6+ations. The info sheet a++ows -o6 to enter detai+s ao6t the e,p+o-ee whih -o6
an then =iew at the to6h of a 6tton.
The !nfo sheet is disp+a-ed e+ow B3
46st t-pe the e,p+o-ee detai+s in the re+e=ant fie+d if -o6 so wish. These are not o,p6+sor-
fie+ds.
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Chapter 4.! "ermissions
This setion a++ows -o6 to assign an e,p+o-ee to a pre3defined per,ission gro6p. There are /
gro6psD -o6 an se+et fro,. The- are E,p+o-ee*S6per=isor*Manager*S6per Manager and
d,inistrator. These wi++ ha=e een pre3defined in Chapter (./. One se+etedA -o6 an a+ter
the riteria speifi for that e,p+o-ee in the sa,e wa- it was set 6p in Chapter (./.
See sreen e+ow for Per,issions se+etion B3
!f the ao=e e@a,p+e was se+etedA then that e,p+o-ee wo6+d on+- e a+e to =iew reports for
the,se+=es.
96tA the s-ste, o6+d e set so that se+eting S6per=isor wo6+d a++ow that e,p+o-ee to =iew
and edit detai+s for e,p+o-eeDs 6nder their parti6+ar depart,ent on+-.
Eah of these are set in the Per,issions Chapter (./ of the ,an6a+.
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Chapter 4.# Employee Calendar
The e,p+o-ee a+endar a++ows -o6 to ?Pre 9oo7? an- sene reason that has a+read- een set
6p for f6t6re e=ents.
This therefore ,eans that instead of the s-ste, p6tting 9SENT on a gi=en da-A it wi++ p6t
the asent reason that -o6 ha=e se+eted in ad=aneA i.e. KOL!#
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The e,p+o-ee a+endar is disp+a-ed as a on=entiona+ a+endar showing a++ of the ,onths of
the 6rrent -earA pre=io6s -ear and fo++owing -ear.
The Ca+endar sho6+d on+- e 6sed for oo7ing asenes for the f6t6reA it wi++ a++ow histori
asenes to e enteredA 6t sho6+d idea++- e entered in the ?edit +o7ings? setion. Edit
C+o7ings e@p+ained in a +ater hapter.
3 s -o6 an see on the pre=io6s pageA the a+endar an e togg+ed to show either the a+endar
dates or the a+endar asene odes. #o this - either press 8' or +i7 on the ar e+owB3
On the first pit6re -o6 wi++ notie that the $1*%*22 is a shift 1A da-s. and the dis in the
otto, right hand orner is ?gre-?.
Then on the seond pit6reA the $1*%*22 has een assigned with a ?#entist? asene reasonA and
the dis in the otto, right orner is now ?red?A whih ,eans the s-ste, 7nows that so,e datahas hanged wi++ a++ow -o6 to app+- the new hange - +i7ing on the red dis.
++ f6ntion ions and ?8? 7e-s are e@p+ained e+ow B3
C+i7 on here to ring 6p the entit+e,ents o@. The entit+e,ents o@ wi++ show how
,an- da- ?Ko+ida-? * ?Si7ness? the e,p+o-ee has oo7ed and re,aining.
C+i7 here to ring 6p the Reports o,o o@es as desried in hapter '.0. ++ reports
are a=ai+a+e fro, this ion.
This ion wi++ hange fro, gre- sa+e to red if hanges ha=e een ,ade to the a+endar
and -o6 then wish to sa=e the, with this ion whih ats as an app+- 6tton.
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C+i7 here to ring 6p the sene Co+o6r oding.
#isp+a-ed are a++ the sene Codes and Co+o6rs for referene when entering reasons.
The sene o+o6r ode 7e- wi++ ring 6p this o,o o@ B3
P+ease Note B3 !f -o6 ha=e o+o6rs
with ?dots? in the,A -o6 ,a- ha=e
pro+e,s r6nning the a+endar
proper+-. This is d6e to -o6r sreen
eing e+ow Tr6e 1% 9it.
!f -o6 are e+ow thisA then the
o+o6rs -o6 an 6se are
9+a7*"hite and Pri,ar-.
!f -o6 wish to enter an sene reason for an e,p+o-ee in the a+endarA -o6 an do this ?da-?
- ?da-? or - se=era+ da-sA ,onths at a ti,e.
6!f -o6 7now the ?Code? of the asene reason -o6 wish to enterA then t-pe this +etter o=er
the date se+eted. Re,e,er their are 5$ reasonsA $% are Lower ase and $% are Upper
ase +etters.
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E$& C1OC!&*)S B This a++ows -o6 to hange an e,p+o-ees +o7ing dataA see
hapter .$ for f6++ detai+s.
A$7S-E*S B This a++ows -o6 to ,a7e ddition*S6tration of ho6rsA sene
ReasonsA for a sing+e e,p+o-ee or g+oa++- for a++ e,p+o-ees.
REPORS B This a++ows -o6 to aess a++ of Prote6s reportsA as with the Reports ion as
desried on pre=io6s page. See hapter '.0 for detai+s of reports.
E-P1O5EE ABSE*CES B "hen -o6 are entering an asene ode for an e,p+o-eeA
-o6 ,a- wish to find o6t if an- other e,p+o-ee on the s-ste, has the sa,e ode or an-
other ode a+read- oo7ed on that da-. 9- se+eting E,p+o-ee senesA the s-ste, wi++Searh a++ e,p+o-ees and disp+a- their ode for that da- in a o,o o@ B3
This an e 6sef6+ - #epart,entsA so that -o6 do not o=eroo7 e,p+o-ees in a ertain
depart,ent.
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COP5 $A5 B !t is possi+e to a6se a set of asene reasons or shift n6,ers to repeat.
C+i7 on the da- at the eginning of the se6ene that -o6 wish to repeat with +eft ,o6se
6tton one. Now +i7 with the right ,o6se 6ttonA se+et COP
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The A8$8Pr6ns as a separate e@e6ta+e fi+eA whih ,eansA this part of Prote6s an e r6n and
,ini,ised witho6t the f6++ =ersion insta++ed and r6nning. See -o6r s6pp+ier for ,ore detai+s.
This is 6sef6+ for ?Reeptionists? on a networ7. The .#.P an a+so e password protetedA so
that -o6 an +ea=e -o6r sreen on .#.PA 6t no one an aess the ?f6++? software 6n+ess the-ha=e -o6r password.
Chapter !.0 Data Collection
This option is for setting 6p the #ata Co++etion for e,p+o-eeDs to +o7 onto. 4o osting as
,ore o,,on+- 7nownA an e set to as7 the e,p+o-eeDs 6p to 10 6estions when the- +o7
onto a 4o. Those 6estions an e as7ed of the e,p+o-eeA when the- +o7 On or Off the
;oA an as7 for data +i7e J6antit-A Srap et. This setion wi++ he+p to e@p+ain the settings.
The #ata Co++etion ,en6 +oo7s as fo++ows B3
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Chapter !.1 $o% 'm%erThere are $ wa-s 4os an e added to the s-ste,. The first is - the e,p+o-ee the,se+=esA
this is done - the e,p+o-ee t-ping in the 4o N6,er on the +o7ing point for the first ti,e
of wor7ing on it. "hen the Enter 6tton is pressedA the 4o is then a6to,atia++- added to the
4o +ist on the o,p6ter. The seond is - the Prote6s 6serA then 4os an e added on the
o,p6ter firstA within the first option of the ao=e ,en6. This wa- an 6t down on the
a,o6nt of e,p+o-eeDs +o7ing onto wrong ;os. 8orA the +o7ing point wi++ on+- a++ow the,
to +o7 onto a ;o that has een pre3entered into the s-ste,. !f the- t-pe a wrong 4o
N6,erA the +o7ing point wi++ sa- !n=a+id 4o.
The 4o N6,er sreen +oo7s as e+ow B3
4o N6,er ontin6ed..
7OB *-BER B !f -o6 wish to dd the ;os in the s-ste, firstA then t-pe in -o6r ;o
n6,er here and press enter.
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7OB CAR$ *-BER B There are $ wa-s in whih 4o Costing an wor7. The first is
- eah e,p+o-ee ha=ing $ ardsA 1 for Ti,e & ttendaneA and 1 for 4o Costing. The
e,p+o-ee swipes !n with the T* ard as 6s6a+A then swipes the seond ard ) 6s6a++- a
different o+o6r ard for +arit- A the s-ste, then as7s for the ;o n6,er and an-
s6se6ent 6estions set 6p in the s-ste,. 9asia++-A the seond ard e+ongs to thee,p+o-eeA as set 6p in Personne+ setion.
"hereas the seond wa- a++ows -o6 to add the 4o Card to the 4oA rather than to the
e,p+o-ee. This is 6sef6+ if -o6 on+- ha=e a s,a++ a,o6nt of ;os and do not hange the,
=er- often. See -o6r s6pp+ier if -o6 are not too s6re on this setion.
$AE CREAE$ B This a++ows -o6 to enter the date that the ;o was reated.
"hih then a++ows -o6 in the reports setionA to as7 for 4o infor,ation fro, start
of ;o.
CO-P1EE B "hen the ;o is o,p+etedA -o6 ,a- ti7 this o@ whih wi++
stop the e,p+o-eeDs +o7ing onto it. !t a+so a++ows reports to searh on o,p+eted
;os on+-.
SOR B5 $AE B #epending on whether this o@ is ti7ed or notA wi++ depend
on the sort for ;os when the ta 6tton is se+eted on the ;o n6,er setion. 9-
#ate wi++ ,ean that the ;os wi++ e sorted in date orderA so the =er- +ast ;o wi++
e the =er- +ast ;o added to the s-ste,.
The 1 to % are the tota+s a6,6+ated on that ;o so far.
Chapter !.2 Edit DC Cloc(in)s
Editing #ata Co++etion +o7ings is =er- si,i+ar to editing Ti,e & ttendane +o7ingsA
e@ept -o6 wi++ ha=e the fai+it- to hange an- of the fie+d infor,ationA i.e. ;o n6,er *
operation n6,er or 6antit- for e@a,p+e.
There wi++ e ti,es when e,p+o-eeDs ,a- +o7 onto the wrong ;oA or forget to +o7 onto a
;oA this setion wi++ +et -o6 a+ter that data to the orret infor,ation.
The Edit #C C+o7ings sreen +oo7s as e+ow B3
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The ao=e sreen a++ows -o6 to a+ter an- of the +o7 On or +o7 Off ;o ti,es. The 4o
N6,er o+6,n here is for disp+a- on+-A the ;o n6,er ,a- e a+tered 6sing the ne@t sreen
shown.8or ,ore detai+s regarding the 8i+ter setionA and the Se+et setionA p+ease see the Edit
C+o7ings in the Ti,e & ttendaneA hapter .$
Edit #C C+o7ings ontin6ed
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One -o6 do6+e +i7 on the p+ae -o6 wish to edit the Edit 4o C+o7ing sreen appears.
&-E B This is the ti,e the 4o was +o7ed On*OffA and ,a- e a+tered to a different
ti,eA as +ong as the ti,e does not o=er+ap an- ti,eDs aro6nd it.
REASO* B This a++ows an sene Reason to e enteredA if the e,p+o-ee was 6na+e to
+o7 onto a ;oA and a reason against the ;o n6,er needs to e assigned.
OPERA&O* B n- other fie+ds +i7e this wi++ on+- appear if the- ha=e een set 6pA in
the Create 8ie+ds setion. !f the fie+d does appear hereA then -o6 ,a- enter or hange
infor,ation in this setion too.
BA*$ ?@ to BA*$? B
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Chapter !.3 Delete $o%s
This setion a++ows -o6 to #e+ete off o+d ;os fro, the s-ste,A this is enefiia+A for it wi++
,a7e the s-ste, searh for ;os fasterA if there are the ,ini,a+ a,o6nt of ;os in it.
The s-ste, an ho+d 10A000 ;osA one that +i,it is reahedA the s-ste, starts to o=erwrite the
o+dest with the newest ;o.
The #e+ete 4o sreen +oo7s as e+ow B3
There are ' wa-s in whih -o6 an de+ete ;os off the s-ste,.
13 !f -o6 ha=e ha=e o+d ;os whih are se6entia+A then 6se the 8ro, and To
setion.
$3 Or de+ete ;os that are sa- ,ore than %0 da-s o+d for e@a,p+e.
'3 OrA ;6st de+ete ;os that ha=e the Co,p+eted setion ti7edA in Edit 4os
setion.
Chapter !.4 *et'p + ,ields
This setion a++ows -o6 to set 6p the fie+ds ) 6estions that the +o7ing point wi++
as7 the e,p+o-ee when the- +o7 onto a ;o. Up to 10 fie+ds an e setA ha=e 6p to
1% a+phan6,eri haratersA and e pro,pted when the- swipe On or Off the ;o.
The Create 8ie+ds Sreen +oo7s as e+ow B3
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Create 8ie+ds ontin6ed.
F&E1$ @ B There are 10 fie+ds that an e setA to aess fie+ds 5 to 10A 6se the
arrow ta 6ttons to sro++ a+ong the,. Start at 8ie+d 1A and wor7 a+ong as -o6
need the,. Note B3 the +ess fie+ds -o6 reateA the easier and faster the reports wi++
e.
F&E1$ *A-E B The na,e that -o6 enter here is what the e,p+o-ee wi++ see on
the +o7ing point when the- go to swipe on for ;o osting. Up to $1 haraters.
C1OC! $&REC&O* B Eah fie+d an e set to pro,pt the e,p+o-ee for inp6t
on +o7ing ON or +o7ing O88 that parti6+ar fie+d. !.E 4o n6,er wo6+d
nor,a++- e as7ed when the- +o7 ONA 6t J6antit- wo6+d e as7ed when the-+o7 O88.
SR&*) 1E*)+ B
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Chapter #.0 *et'p
This option is for setting 6p g+oa+ data for 6se in other areas of the s-ste,. There are so,e
s6 options that -o6 do not need to aessA so the- wi++ not e e@p+ained - this ,an6a+A the-
wi++ e set 6p - -o6r s6pp+ier.
*oteB The ,an6a+ wi++ not e o=ering the options ?ShiftsD * ?"or7gro6ps? * Ter,ina+sD *and Qones.
Chapter #.1 A%sences B This a++ows -o6 to set 6p sene Codes of whih therean e 6p to 5$. The s-ste, 6ses the +etters of the a+phaet as a ,eans of deter,ining the
odes for the asene reasons. !t 6ses Upper ase and Lower ase to reah the 5$ +i,it.
These odes are 6sed in this wa- to a++ow the a+endar to assign asene reasons.
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Absences continue'88888
Eah asene reason has se=era+ f6ntions whih an e set against the,. Eah f6ntion is
desried e+owB3
8irst find a +an7 +ine that -o6 wish to add a new asene reason forA do6+e +i7 +eft ,o6se
6tton 6nti+ -o6 get a 6rsor then t-pe in the na,e re6ired.
68irst+-A enter the desription of the asene reason.
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6 !t is possi+e to assign the e,p+o-ee to a speifi shift on a speifi date. So if the
e,p+o-ee is nor,a++- on da-s for e@a,p+eA and -o6 7now that in se=era+ wee7s ti,e -o6
need the e,p+o-ee to wor7 nights for 1 wee7 on+-A then -o6 an assign the nights shift
n6,er to the a+endar in ad=aneA then when the e,p+o-ee +o7s in on that gi=en da-A
the new shift pattern wi++ e app+ied for those da-s on+-.
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&-E B This is the ti,e -o6 wish the e++*siren to so6nd.
$RA&O* B This is the +ength of ti,e -o6 wish the e++*siren to so6nd for.
ER-&*A1S B
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The #ates & Ti,es o,o o@ e+ow B3
The 9.S.T and G.M.T dates wi++ a6to,atia++- e shown. The- wi++ a+so defa6+t eah -ear
a6to,atia++- to the +ast S6nda- in Marh and Otoer. The s-ste, a+ters the ti,e on these
dates at 0$B00 and ta7es into ao6nt an- shift patterns that are wor7ing d6ring this ti,e. s
these dates are ?prone? to hangeA the s-ste, a++ows -o6 to o=erride these settingsA and enter
new ones. Note B a+wa-s enter ?new dates? in a 9.S.T periodA and a+wa-s enter oth dates at
sa,e ti,e.
To hange the Ti,e or #ate -o6 an +i7 on the
or
6ttons to ad=ane or retard thefig6re one ,in6te or one date at a ti,e.
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To set Per,issionsA si,p+- se+et a Se6rit- Le=e+ na,eA i.e E,p+o-eeA then egin to ti7 the
appropriate o@es on the right whih -o6 wish +e=e+ e,p+o-ee to ha=e aess to. Then se+et
whether -o6 want Se+f*#epart,ent or Co,pan- aessA and if that is to e Read * "rite *
dd*#e+ete.#o this for eah Se6rit- Le=e+ Na,e. Then if -o6 go to Personne+ fro, the ,ain sreen of
Prote6sA -o6 an se+et a per,ission se6rit- +e=e+ for that e,p+o-ee ) a+read- e@p+ained
ear+ier . Then gi=e the e,p+o-ee a password to +ogin with.
!f -o6 need he+p with this setionA p+ease ontat -o6r s6pp+ier.
Note B3 !f -o6 se+et #epart,entA -o6 wi++ then ha=e the option to se+et se=era+ depart,ents
for that aess +e=e+ to ha=e aess to.
Chapter #.5 Departments
!f -o6 need to print reports - #epart,ent headsA then -o6 an set 6p that fai+it- in this
setion. So,eti,es it is neessar- for a o,pan- to print the e,p+o-ees tota+s - their
depart,entsA whih an he+p in ost ana+-sis.
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To progra, in new depart,entsA se+et a +an7 n6,er and do6+e +i7 +eft ,o6se 6tton.
Now t-pe in the desription of the depart,ent 6p to '/ haratersA 6t p+ease e aware that
reports wi++ on+- show ?so ,6h? of the depart,ent na,e 6n+ess -o6 state to -o6r s6pp+ier that
-o6 need the reports to disp+a- +ong depart,ent na,es.
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!f -o6 ha=e Prote6s S-ste, $000A then the s-ste, wi++ a6to,atia++- ?dia+? 6p the re,ote sites
e=er- da- at a ?set? ti,e pre deter,ined on insta++ation.
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CO-PA*5 *A-E B Enter the na,e of -o6r o,pan- hereA it wi++ e disp+a-ed on the
,ain sreen of the software and on the disp+a- of the +o7ing point.
P+OO $&SP1A5 B Ti7 thisA if -o6 wish to insert pit6res of the e,p+o-eeDs in the
Personne+ setion. Photo fi+es sho6+d e 7ept in a fo+der B+wsdataphotos.
E*AB1E PASS#OR$S B
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SAC!E$ ABS B The s-ste, wi++ soon e a=ai+a+e with its own personne+ pa7age.
P+ease as7 -o6r s6pp+ier if this wo6+d e of interest.
-1&P1E #OR!)ROP ABS B s with Sta7ed Tas.
$EC&-A1 CAR$S B To a++ow dei,a+ pro@i,it- readers to e read.
E*$ OF #EE! B #efa6+t is 00B00 Monda-A 6t this an e hanged to an- ti,e and
an- da- of the wee7. *OEB3 hanging this wi++ ha=e an i,pat on -o6r tota+sA and wi++
depend on the shift patterns eing 6sed. See -o6 s6pp+ier efore a+tering.
SAR OF 5EAR B #efa6+t 1 4an6ar-A -o6 an hange this to an- date and an- ,onth.
Main+- 6sed for Ca+endar p6rposesA i.e. Ko+ida- -ear. The Ca+endar wi++ disp+a- 1 -ear
pre=io6s and 1 -ear into the f6t6re fro, the date*,onth entered here.
C1OC! $&SP1A5 B The +o7ing point an disp+a- ' t-pes of a+ane. No 9a+ane3No o=erti,e * 9a+ane on+- * or 9a+ane and O=erti,e. Se+et the one -o6 re6ire.
+O1&$A5S B
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$ES&*A&O* / SORCE $&RECOR5 B This is the path of the a76p. This an
e an- +oation and an- fo+der.
E4-A&1 / BRO#SE B !t is possi+e to send a76ps of -o6r data on e3,ai+ diret to
-o6r s6pp+ier for e@a,p+eA if the- need to +oo7 at -o6 s-ste,.
AO BAC!P B ath fi+e an e p6t in p+ae so that the s-ste, does an a6to
a76p to -o6r ser=er for e@a,p+e. See -o6r s6pp+ier if this is of interest.
BAC!P &-E B This sets the ti,e of the a6to a76p. Prefera+- at a ti,e when the
s-ste, is at a ti,e of +ess 6se. s it ,a- need so,e of the data fi+es in 6se.
S&E B On+- if -o6 ha=e se=era+ ,6+tip+e sitesA -o6 wo6+d se+et the site na,e for whih
that insta++ation is re+e=ant.
R&*) S&E &-E B On a ,6+tip+e site s-ste,A the Main site an e set to dia+ 6pre,ote sites periodia++-A at a ertain ti,e entered here.
R&*) FREE*C5 B gainA on ,6+tip+e site s-ste,A the ,ain site an e set to dia+ 6p
the re,ote sites e=er- 5 ,in6tes or e=er- $ ho6rsA whate=er the re6ire,ents are.
9&E#ER B The reports 6se !nternet E@p+orer 5.5A and 6se this to generate reports
!nterna++- or E@terna++-. Se+et Prote6s for !nterna+A or E@terna+ for e@terna+. The !nterna+
option is etter.
$EFA1 E S&GE B #efa6+t is 1$A 6t 2 is the ,ost o,,onA to disp+a- a good
te@t sie for reports.
$EFA1 FO* B Co6rier New has een the ,ost pop6+arA and +earest.
&*ER*E EP1ORER OP&O*S B This a++ows -o6 to set the internet e@p+orer
optionsA for ,ore e@periened e@p+orer 6sers.
BA*$ *A-ES B !n the Edit C+o7ings setionA the- defa6+t to 9and1 to 9and %A 6t
-o6 an hange the na,es to 9asi * O*T 1 for e@a,p+e.
RES5*C RAES B This is for 8+e@i3ti,e s-ste,A and is 6sed if the e,p+o-ee tota+s geto6t of s-n. Se+et the e,p+o-ee re6ired and the date -o6 need the res-n to r6n fro,.
Chapter .0 Cloc(in)s
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C+o7ings is for the p6rpose of Editing or dding an e,p+o-ees C+o7ingsA ,a7ing
d;6st,ents to their Tota+sA or assigning sene Reasons.
One in the C+o7ings sreenA there is no set ro6tine to fo++owA it wi++ =ar- fro, 6sto,er to
6sto,er and -o6r own preferene of how and when this is 6sed. !t wi++ depend on theprogra, of the shift patterns and how ,6h infor,ation -o6 need the s-ste, to ho+d et.
This part of the software is desried in as ,6h detai+ as dee,ed neessar- on -o6r seond
=isit of training - -o6r s6pp+ier.
&-PORA* *OEB3
TKE E#!T CLOC:!NGS !S PUREL< 8OR editing N# NOT S RE3CLCULT!NG
TOOL. !T "!LL NOT RE3CLCULTE TKE KOURS N# N< OERT!ME ON
#!L< OR "EE:L< 9S!SA ON 9N#S 1 TO %.
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E-P1O5EE B "hen -o6 +i7 hereA -o6 ha=e the option of se+eting a sing+e
e,p+o-eeA depart,entA or a++ the e,p+o-ees on the s-ste,.
3 !f -o6 se+et Single Em"loyee-o6 an then hange the ?Sort? ,ethod for the +isting of
the e,p+o-eesA then se+et the e,p+o-ee. +ternati=e+-A -o6 an t-pe in the e,p+o-ees
Na,e or N6,er in the +an7 spae pro=ided.
3 !f -o6 se+et ?$e"artment-o6 an then disp+a- a++ the depart,ents a=ai+a+e -
+i7ing on the depart,ent taA then se+et the depart,ent re6ired.
3 !f -o6 se+et ?All? e,p+o-eesA this wi++ 6pdate e=er- e,p+o-ee on the s-ste,.
$AE B
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Edit T & C+o7ings is a ,eans of dding * Changing or Correting data for the e,p+o-ees.
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PER&O$ B This a++ows -o6 to se+et the ?Range? of data that is to e ,odified. There are
=ario6s options fro, ?Toda-? to ?#ate Range? whih a++ows -o6 to enter a date range fro,
whate=er period -o6 desire. ) Note B Large date ranges ,a- not e possi+eA as this ta7es
6p a +ot of ,e,or- .
PA5 C5C1E B !f so,e e,p+o-ees are paid - one ,ethod and so,e are paid - other,ethodsA then -o6 an 6se this ,ethod of sorting etween the,. 8or e@a,p+eA -o6 o6+d
=iew those e,p+o-ees who are paid "ee7+- firstA and then =iew other e,p+o-ees who are
paid ,onth+-. This option is not a =ita+ ,eans of setting the sort riteria and is not 6sed
that often.
$AE RA*)E B This wi++ on+- eo,e ati=e if ?#ate Range? is se+eted in the Period
setion. C+i7 on the ?8ro,? ta and a ,ini a+endar is disp+a-edA now 6se the +eft and
right faing tas to sro++ thro6gh the ,onthsA and +i7 on the date re6ired. Then +i7
on the ?Unti+? ta and the ,ini a+endar appears againA now se+et the ?to? date in the sa,e
wa- as efore.
C1EAR BO* B "hen se+eting a sing+e e,p+o-eeA -o6 an 7eep re3se+eting an
e,p+o-ee to e editedA - +i7ing on the ?C+ear? 6tton and t-ping in the ne@t e,p+o-ees
detai+s.
Now that a++ the riteria is setA -o6 an +i7 on the ?E#!T? 6tton. This disp+a-s the
e,p+o-ee data for the se+eted riteria.
!f ,ore than 1 e,p+o-ee has een hosenA -o6 an s7ip thro6gh the e,p+o-ees with the
?9C:? and ?NEFT? 6ttons. "hih si,p+- ta7e -o6 forwards and a7wards thro6gh the
e,p+o-ees on at a ti,e.
To hange C+o7ings and sent Reasons
Use the ,o6se to ,o=e aro6nd the sreen and high+ight the +o7ing or sent reason with
the retang6+ar o@. Now +i7 with the ?right? ,o6se 6tton. The o,o o@ wi++ now
appearB3
Now +i7 on ?E#!T CLOC:!NGS? to
ring 6p the Edit C+o7ings o,o o@A
whih wi++ a++ow -o6 to hange the
e,p+o-ees +o7ing detai+s.
See ne@t page for the ?edit +o7ings?
o,o o@B3
22#11#1$ %peration &anual ' 2.7( 252$0382$.)oc Page /
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s -o6 an see at the top of the o@A the date for the +o7ing se+eted. !t wi++ a+wa-s show
the date the +o7ing at6a++- o6rred.
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"hen 6sing this =ersionA there is a+so another progra, whih r6ns a+ong side Prote6sA a++ed
Prote6s Update Progra, ) wp6'$.e@e. whih wi++ a6to,atia++- e +oaded into the ?Too+
Tra-? when Prote6s is started.
!t wi++ a+so re,ain there e=en after -o6 ha=e ?e@it? prote6s.
!t an a+so e p6t in ?Start Up? so that it +oads when -o6r o,p6ter is swithed on.
The software does thisA so that Prote6s is o++eting data fro, the +o7ing point onstant+-A
so data is a6rate to the ,in6teA witho6t the need to wait for the software to o++et the data
and proess it.
!t is asia++- a ,eans for Prote6s to send and reei=e a++ of its data to the +o7ing ter,ina+.