Support for Real Time Kiosks
Training

We get you up and running

In addition to on-site training, Real Time Kiosks provides you with a spiral-bound Users Manual. The manual summarizes the training and serves as a reference guide, incorporating screen-shots of the Kiosk and of the Network Management & Control System for easy reference.

Trainee Candidate Qualifications and Requirements

• Familiar with Windows Operating System
• Familiar credit union Teller Operations
• Familiar with credit union Operating Policies and Procedures
• Minimum mechanical aptitude

Topics

System Overview

• General System Overview and System Concept Functionality
• System Configuration Understanding
• Component Functionality (Feature Functions)
• Finger imaging - what is it, what we store, how to discuss concept with members

Administrative Functions

• Enable/disable feature functions
• Setting up/adding and removing blocked accounts
• Setting up pager functions
• Terminal control panel – procedure for putting kiosks into maintenance function & return to general operation
• Cash replenishment procedures
• Procedure to test the pager functions

Marketing & Updating Functions

• Updating Loan Rates
• Updating Savings / Deposit Account Rates
• Updating/Changing Credit Union Marketing Bulletin
• Updating Marketing Labels
• Updating/Changing Deposit Policies/Rates & Lending Policies
• Updating RTD/EPL Contact page - numbers and who to call for questions or problems

Network Management & Control Program - Daily Functions

• Procedure to review and options for dealing with low quality/failed finger images (acceptable images automatically update database)
• Procedure to review (and forward if appropriate) Letters to the credit union
• Procedure to review (and forward if appropriate) Loan Applications
• Procedure to review (and forward if appropriate) New Member Application
• Procedure to review Deposits

Control Program - Periodic Functions

• Statistical reports – generation of reports and printing
• Purge picture database - verify automatic processes is correctly purging
• Procedure for Running finger image registration reports
• Procedure for Searching for pictures, images, transaction data to settle disputes
• Procedure for taking control of kiosk to assist member
• Batch processing - putting all kiosks into maintenance Vs. individual kiosks

General Operation & Support

• Paper stock/check stock replenishment
• Troubleshooting
• After power outage/system failure recovery
• Cash replenishment
• Fixing jammed deposit scanner
• Proper reboot procedures - when and how to reboot

Screen by Screen training

• Withdraw by check - required parameters
• Withdraw by cash - daily limits
• Statement - date spans, shown fields, printing
• Loan application - explanation of processes involved
• Loan rate calculator - how to print results of calculations
• Deposit function - reasons and theory behind deposit screens
• Check Re-Order - reasons host system may reject
• Stop payment request - reasons host system may reject
• Transfer - Inter and Intra Account Transfers - limitations on cross accounts
• Open Certificate - what prints, required steps, automatic account creation
• Deposit Account Interest Rates - understanding the basic screen
• Loan Interest Rates - understanding the basic screen
• Registering finger images - how to better improve images, policy
• Letter to the credit union - a brief introduction
• New Account Application - registering images, taking pictures
• Field of Membership screen
• Credit union bulletin
• Help and about screens - how the marketing screen in control program changes this screen
• Screen savers - what is displayed

Technical

• Connection to host system - limitations and connection theory
• Pulling general logs - printing
• Pulling deposit logs – printing
• Network connections - database locations