Before using EPad Signature Capture devices and Eclipse Electronic Signature Capture application, set up the device and application preferences.
You can set these preferences at three different levels:
Host – Setting preferences at this level determines all branch and point-of-sales (POS) location preferences. These settings can be overridden at the branch and POS level if defined.
Branch – Setting preferences at this level determines a single branch's preferences, along with all POS locations within the branch. Branch settings can be overridden at the POS level if defined.
Individual POS devices – Setting preferences at this level determines a single POS location's settings only, and overrides both host and branch settings if defined.
EPad preferences are grouped into three areas – Validation, General, and Communication Preferences. They are the same whether defined in EPad Settings Maintenance or Eclipse Signature Capture Settings.
Set up validation preferences to define the following entry requirements on the Eclipse Electronic Signature Capture window.
Requirement Preferences:
Define which fields must be populated before a customer can sign for a transaction.
Define whether counter personnel can display an invoice by manually entering it or whether they must select it from a list of the customer's or order writer's most recent transactions.
Define whether the EPad system prompts counter personnel to enter the order writer's ID when selecting invoices from the system.
For example:
If the order writer is the same user as the counter person and the only one to use the terminal with EPad, you do not need to activate this preference. If the order writer and counter person are different users or more than one person uses EPad on the terminal, then activate this preference so the correct order writer can be identified.
Note: The system defaults the order writer to the last person who used EPad on the terminal.
Invoice Validation Number Preferences – Define whether invoice numbers must be validated against a defined format, and if so, what the format is. For example, define whether generation numbers are required when counter personnel enter or select invoices.
Note: The order ID and generation number lengths are pre-defined for the entire Eclipse system and cannot be edited when defining validation formats.
Set up general preferences to define how and when the Eclipse Electronic Signature Capture window displays, along with the following:
The document imaging profile in which to store signatures if you do not want to use the profile defined for the network host in the EPad Signature Document Profile control maintenance record. If you temporarily store signatures on the terminal before replicating to the network host, enter the temporary storage location for this preference.
The description prefix to identify signature attachments from invoices.
For example:
Enter Sig: as the description prefix. When a user displays the Attachments screen from an invoice, the attached signature is displayed in the attachments list as Sig: Customer Name.
Whether to use the information entered by the counter person or the information from the system.
For example:
The counter person enters the customer as John Jones. In the system, the customer is identified as John H. Jones. When the counter person selects the invoice, the system replaces John Jones with John H. Jones if this preference is selected.
The amount of pressure needing to be applied to the EPad Signature Capture device when signing.
Set up communication preferences to define the host to which to replicate signatures and the terminal with which the EPad Signature Capture device is being used.
In addition, define the following:
The maximum number of most recent invoices from which the counter person can choose when selecting invoices from the system.
For example:
If you enter 10 as the maximum number and the customer has 20 transactions on record, only the most recent 10 transactions display for the counter person. If the customer has only five transactions on record, all five display.
The number of seconds the EPad device tries to contact the host before timing out.
See Also:
Setting Up Host EPad Preferences
Setting Up EPad Preferences by Branch