overview - university of tasmania, web viewthis work instruction provides quick instructions for...
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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
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
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