Workstations


				

Contents

Overview

This is where you configure the Workstations at your facility. Workstations are assigned to a specific Business Unit during POS Configuration. Also, defining Workstations gives you the ability to audit who entered what data from what device in your facility because each individual staff member must log-in to a Workstation.

Selecting a Workstation is part of the Log-In process. Therefore, a Default Workstation comes standard so you can initially access the application. At this point, you should EDIT the Default Workstation to suit your business needs.


IMPORTANT NOTICE...If you add a new Workstation or update any existing one, you MUST Log-out and then Log-in to that Workstation to these updates without exception!!!


Helpful Hint...since you would configure the Workstations for your entire Enterprise on this page, this page could subsequently get very long. Often times, a specific "set" of defined Workstations will be configured for one Business Unit and then repeated at the other Business Units within your entire Enterprise or Division.

For example, your "set" of Workstations at your "Rockville" Business Unit may be the following:

  • Facility Manager (e.g. Endpoint Key="Rock_FitManager")
  • Fitness Director
  • Front Desk
  • Sales Director
  • Fitness Pro Shop
  • Food & Beverage

This exact "set" will be added again at the "Baltimore" Business Unit by simply changing two (2) elements when you configure each Workstation:

  • Enter a unique Endpoint Key (this must be unique for all Workstations e.g. "Balt_FitManager")
  • Select a different Business Unit in the drop-down list.

Configuring Workstations

The page is divided into two (2) sections, with the basic information section on the left and the feature settings on the right.

To Add a Workstation:

  1. From the Launch Pad, click the System Configuration icon in the left navigation panel.
  2. In the Workstations & Devices section, select Workstations.
  3. For the first Workstation, only the Default Workstation record displays. Click that record and change the information accordingly. For all other Workstations, click the Add button. A a new editor displays with the required fields highlighted and the default setting for the remaining the fields.

General

Enter or select the following in the General section (left):

  1. Name (This MUST be unique for all Workstations.)
  2. Description of the Workstation (This MUST be unique for all Workstations.)
  3. Active - select the Status (Active or Inactive) in this drop-down list.
  4. Location (Business Unit)
  5. Signature Device - If you select Yes, you can enable any Signature Capture devices on this Workstation. (Configuration TIP...select Yes if this Workstation will be used for Point of Sale operations.)
  6. Type - Select what type of Workstation this will be from this drop-down list.
    1. Workstation - This will be selected for most of your devices.
    2. API_Endpoint. An API_Endpoint is typically a server, 3rd party scheduler, or billing system, etc. (Note: Pending on the screen resolution you have set on your device, if you slide the scroll bar to the right to see remaining fields, the Update and Cancel buttons will move along in the row editor.)
    3. Service - This will only be selected when configuring with an API interface (NOTE: A MosoMRM Implementation and/or Support team member will direct you when to make this selection.)
  7. Allow Interactive Log-In - Interactive Log-In gives you the ability to enter data through the user interface in the actual browser.
    1. You will typically select Yes if this is a Workstation.
    2. If this is an API_Endpoint, select No in this drop-down list (NOTE: This rule does NOT apply to configuring Door Access Control).
  8. Time Zone - Enter the time zone of the Business Unit.
  9. Last Log-In field is read-only and not configurable. This simply notes the last day and time that a User logged-into that Workstation.

Financial/POS

Enter or select the following in the Financial/POS section (top right):

  1. POS Merchant Account Code
    1. This is only required if this Workstation will be used for POS Transactions.
    2. This feature gives you the ability to switch Business Units on any Workstation and have that Business Unit's Merchant Code in effect for POS Transactions without having to log-out and then log-in.
    3. The field is empty when adding a new Workstation.
    4. If you do NOT enter a specific Merchant Account Code at this point, the field defaults to "Use Business Unit Account" Code when you save the Workstation (RECOMMENDED).
    5. If there is an existing POS Merchant Account Code and you want to convert it to the "Use Business Unit Account" Code:
      1. Click in the field and delete the existing code.
      2. The new code will be saved when you click the Save button and take effect when you log-out and then log back in to this Workstation.
  2. Require CC Verification
    1. This is also regarding Transactions at this Workstation.
    2. This works behind the application validating credit card numbers in POS and also when adding a Adding a Funding Source to a Member Account.
    3. If you enter an invalid credit card number in POS, an error message will be thrown and you will be returned to the field to re-enter the number.
    4. This works in conjunction with the Invalid Credit Cards functionality.
  3. Require PIN For Payment - If you select Yes, you will be prompted to enter your PIN Code to start any POS transaction or make any back office payment. (For more information, go to PIN Code Requirements in POS.)
  4. Enable Print Applet
    1. If you would like to activate the Java™ Applet that enables the Cash Drawer button in POS, select Yes in the drop-down list.
    2. This is a configuration step that gives you the ability to open the cash drawer and print, or not print, a receipt based on your preferences.
    3. If you select Yes, you will receive a different printer prompt, typically for your receipt printer. (IMPORTANT NOTE: MosoMRM does not have the current Security Certificate. Hence, when going through the process in POS, the Publisher will still be listed as "Unknown" in the Security Message.)
    4. If you select No, the button will not display at all and the older, standard print prompt displays.
  5. Print One Prints - This determines which receipt is printed if you select the Print One button when finalizing a transaction in POS. The options include:
    1. Merchant
    2. Customer
    3. Both
      1. "Print One" means ONE (1) copy of the receipt type you selected here will be printed.
      2. For example, if you selected the "Both" option, you will print one (1) copy each of the Merchant and Customer receipts for total of two (2) total pages. If you selected the "Customer" option, only the Customer receipt will be printed.

Edit Tender Types

The Edit Tender Types link gives you the ability to select what Tender Types can be used at this Workstation. Click the link and make your selection(s) in the Edit Tender Types pop-up window and then click the Done button (see below!!!).

Adding Tender Types.

VERY IMPORTANT NOTES:

  1. If you select NONE of the Tender Types in the window, ALL of the Tender Types are AVAILABLE at this Workstation. If you make one (1) selection in the window, only the ones that you select will be available.
  2. The ability to use each Tender Type is set here and at the Staff Work Role level. Which Work Roles that have permission to use each Tender Type is selected on the Tender Types configuration page...

If there is a conflict between Work Role and Workstation Tender Type permissions...

THE WORKSTATION TAKE PRECEDENCE!!!

See Below...


Only allowed Tender Types that are shared by both permission levels will be available for use by any user at a specific Workstation. For example:

  • A User's Work Role gives them permission to use Cash and Check only.
  • The Workstation only allows the use of Cash and Credit Card.

This specific user will be allowed to do CASH ONLY transactions at this Workstation, since that is the only Tender Type that is common to both permission levels.

Check-In & Activities

Select Yes or No from the following drop-down lists in the Check-In & Activities section (bottom right). All lists default to No,with the exception of the Member Activity Validation):

  1. Permanent Log-In - If you select Yes, this Workstation will not time out at any point for security purposes. (Configuration TIP...select Yes if this Workstation will be designated primarily for Check-In.)
  2. Allow Childcare Check-In
    1. You MUST select Yes to activate the Childcare icon on the Launch Pad and make the Childcare services available for use on this Workstation.
    2. Configuration TIP...select Yes if this Workstation will be designated primarily for Check-In and Childcare Check-In.
  3. Redeem Scheduled Appt (Appointment) - This gives you the ability to redeem an Activity at Check-In. (Configuration Tip...see Auto-Redeeming an Activity below.)
  4. Print Redemption Rcpt (Receipt) - This, along with the Enable Print Applet configuration, gives you the ability to print an activates the print an Activity receipt at Check-In.
  5. Expedited Check-In - This setting gives you the ability to speed up the check-in process by eliminate one (1) click and immdiately saving a check-in only if no alerts are present.
  6. Background Check-In - This setting allows you to to enable the Background Check-In module.
  7. Show Check-In Graph - This enables the Check-In Activity Graph on the Check-In user interface.
  8. Member Activity Validation - This selection determines which Activity Authorization method you will use.
    1. Moso myClub Password
    2. Signature Capture - If you select this option, you MUST also select Yes in the Signature Device drop-down list for this function to be operational.

Edit Access Types

To add or edit Access Types:

  1. Click the Edit Access Types link.
  2. Select the Access Types for this Workstation.
  3. Click the Done button.
  4. To view the Access Types of a specific Workstation, simply click the Edit Access Types link on that specific record.
    Selecting Access Types.

Edit Check-In Quick Actions

Quick Actions are a fast and easy way to access commonly used Member funtionality directly from the Check-In screen.

To activate the feature and display the Quick Actions drop-down list, you must make at least one (1) selection in the Edit Check-In Quick Actions pop-up window. The drop-down list displays on the Check-In screen below the Member's Recent Check-In information (right section). If you select POS or Activity Management, the pages will display with the Member's information prepopulated.

To select or edit Check-In Quick Actions:

    1. Click the Check-In Quick Actions link. The Edit Check-In Quick Actions pop-up displays.
    2. Select all of the check boxes of the features you want available in the Quick Actions drop-down list that displays at Check-In.
      1. These are hard coded values and cannot be changed.
      2. These give you the ability to go directly to these features from Check-In, with the Member already pre-loaded.
        Selecting Check-In Quick Actions.
    3. Click the Done button.
    4. To view the Access Types of a specific Workstation, simply click the Edit Access Types link on that specific record.
  1. Click the Save button.
    1. After you have completed these steps, you MUST log out and log back in to that Workstation for the settings to take effect.
    2. Any changes you make at that Workstation or as an Administrator are cached and stored in memory until you log-in to that Workstation after the changes have been made.
Completed Workstation Configuration.

Editing Workstations

To edit a Workstation, double-click in the record you want to edit to activate the Row Editor. Make the necessary edits and click the Update button.


AGAIN....you MUST Log-Out and Log-In to that Workstation to apply these edits!!!


Door Access Control Settings

Though other fields are required for a standard Workstation configuration, the following entries are REQUIRED without exception:

  1. Enter the properly formatted numeric code for the door you are configuring in the Endpoint Key text box.
    1. Door 1: "100000"
    2. Door 2: "010000"
    3. Door 3: "001000"
    4. Door 4: "000100"
    5. Door 5: "000010"
    6. Door 6: "000001"
  2. Select Yes from the Permanent Log-In drop-down list.
  3. Select API_Endpoint in the Type drop-down list.
  4. Select the Check-In option in the Access Types and click the Done button.

Though entering a Merchant Account Code or making a selection in the Require CC Verification drop-down list are not applicable, you must make a selection from the Require CC Verification drop-down list to activate the Update and Cancel buttons.

Auto-Redeeming an Activity

To make the print feature operable so you can auto-redeem an Activity at Check-In and immediately print the Activity receipt the following must be selected on your Workstation:

  • Enable Print Applet
  • Print Redemption Rcpt (Receipt)
  • Redeem Scheduled Appt (Appointment)

This is done in conjunction with configuring how many minutes prior and after the time of the scheduled Appointment you can check in and use the auto redeem feature in Check-In Configuration.

Next Step?

NEXT STEP: Category Setup..........Previous Step: Access Types

And remember to set your Screen Security when you get to the next page!

Technical Information

Related Information

Workstations & Devices

Workstations


POS Configuration


System Configuration
The MosoMRM User Interface
The MosoMRM Glossary
Setting Up Your MosoMRM System
The MosoMRM Modules
Operation Security
Feature Security


Rentals Configuration | Enterprise & Location Setup | Inventory, Activities & Related Settings | Data Management | Financial | Sales & Prospecting | Workstations & Devices | Employees & Staff | Tax | Scheduler | Childcare Configuration & Settings | System Maintenance |