Nuance SafeCom G4 Client Billing User s Guide

Transcription

1 Nuance SafeCom G4 Client Billing User s Guide D February 2015

2 Trademarks: Nuance, the Nuance logo, SafeCom, SafeCom Go, SafeCom P:Go, SafeCom epay and the SafeCom logo are trademarks of Nuance Communications, Inc. or its affiliates in the United States and/or other countries. All other trademarks referred to herein are the property of their respective owners. Nuance Communications, Inc. cannot be held responsible for any technical or typographical errors and reserves the right to make changes to products and documentation without prior notification. Third Party Software: This software may contain third party software which requires notices and/or additional terms and conditions. Such required third party software notices and/or additional terms and conditions are located in the SafeCom Third Party Notice document. Patent: Nuance Communications, Inc. has received the following British patent GB B, US patent US 6,952,780 B2 and Europe EUR EP Copyright Nuance Communications, Inc. All rights reserved Nuance Communications, Inc. Web: safecom.eu

3 Introduction Thank you for choosing to use SafeCom G4 Client Billing. This user s guide includes a set of one-page 3-4 step instructions for performing typical user tasks related to client billing. The following table lists the available one-page instruction sheets for SafeCom G4 Client Billing. Instruction Page Select Code at Print Submission 4 Select Code at the Printer 5 Select Code via the Web Interface 6 Set up Defaults via the Web Interface 7 Manage Favorites via the Web Interface 8 For ease of translation, editing etc. the instruction sheets are provided to you as PDFs as well as Word documents. This is done with the following objectives in mind: Use the instructions as supplied in PDFs, which makes them ready to upload on for example internal websites, or print out the PDFs and make them available at the MFPs. With the instructions in MS Word, they are available for your own editing. Make changes to the instructions so that they correspond to your end-users' exact needs. Be aware that each of the instructions should not exceed one page. Note: By default the instructions provided are written as if every feature and option is available to the users. Therefore, if the instructions are not edited according to the specific SafeCom solution, the users may notice options in the instructions that are not available to them. In the footer of the instructions, add specific information to the end-users about where to go for support, further documentation etc. This manual applies to SafeCom G4 Server version S *01.

4 Select Code at Print Submission 1. Print at the Computer At the computer, click Print to print your document. Select the shared SafeCom printer as advised by your administrator. Click OK and the Client Billing dialog opens. 2. Select Billing Code Select a specific billing code to the print job. Select between the Last used codes and the Favorite codes. Click the info icon to see information about the selected billing code, including the unabbreviated description. Click Billable to use the selected billing code. The button is only available if the administrator has recorded the selected billing code as billable. Click Not billable to use the selected billing code, but keep it off the invoice to the customer or client. Click Personal to not select a billing code. The tracking data will contain Personal for code and Used for personal billing for description. Note: The dialog will automatically close after the elapsed time and apply the selected choices. Note: Pay users are charged for jobs they bill as personal or not bill at all.

5 Select Code at the Printer 1. Login Login with card, code or your Windows credentials. Tap the Account icon. 2. Select Billing Code Select the billing code. The Favorites tab lists the user s favorite billing codes in alphabetical order. The Last used tab lists up to 10 of the user s last used billing codes with the most recent at the top of the list. Note: The billing code selected at the computer cannot be overridden with a new billing code selected at the printer. Tap Billable to use the selected billing code. The button is only available if the administrator has recorded the selected billing code as billable. Tap Not billable to use the selected billing code, but keep it off the invoice to the customer (client). Tap Personal to return to the home screen without selecting a billing code. When selecting Personal the tracking data will contain Personal for code and Used for personal billing for description. Tap Info to see information about the selected billing code, including the full description. Note: Pay users are charged for jobs they do not bill or bill as personal. 3. Complete the Job Complete the print or copy job as usual.

6 Select Code via the Web Interface 1. Login Open a web browser and enter the address of the SafeCom G4 Web Interface in the address field. If prompted enter login credentials. Click Login. Click the Client Billing icon. 2. Select Billing Code Click the Favorites tab to select a billing code from the drop down list of favorite billing codes. Click the Last used tab to select a billing code from the drop down list of the last 10 used billing codes. Select the jobs you wish to bill with the selected code. The available jobs ready for print are listed under the Unbilled jobs tab, the Billed jobs tab, or the Personal jobs tab, depending on whether they already have a billing code assigned to them or not. Click the Billable button to assign the billing code to the job. The selected jobs are now moved to the list of Billed jobs and here they are available for further change for a configurable time. Click Personal job in order not to assign any billing codes to the job. See additional Job details, such as Device name, by placing the pointer over the checkbox of the job. Place the pointer over the document title to see the whole document title. 3. Logout Click Logout and then Close window. Close the browser window.

7 Set up Defaults via the Web Interface 1. Login Open a web browser and enter the address of the SafeCom G4 Web Interface in the address field. If prompted enter credentials. Click Login. Click the Client Billing icon. Click the My settings tab. 2. Set up the Defaults Under My defaults, select when to be reminded of specifying billing codes to your print jobs. Select Never remind me: to never have an e- mail reminder sent. Select Remind me as soon as a job completes: to have a reminder sent after each print job is completed. Select Remind me when job completes and there are more than X unbilled jobs: to have a reminder sent when there are a specified number of print jobs are completed and ready for billing. Under Default billing code, select a default billing code. You can select from the billing codes that are already your favorites. The default billing code can also be specified as Personal, which means that it is billed to the user, if the user is a pay user. Click Apply after making any changes. 3. Logout Click Logout and then Close window. Close the browser window.

8 Manage Favorites via the Web Interface 1. Login Open a web browser and enter the address of the SafeCom G4 Web Interface in the address field. If prompted, enter credentials. Click Login. Click the Client Billing icon. Click the My settings tab. 2. Manage Favorites The favorite billing codes are listed under My favorites. Click Delete to remove billing codes from your favorite list. Note: Codes that originate from your membership of a group cannot be deleted. Add new billing codes to the list of favorites, by clicking Show more, that lists all billing codes available, and then for each billing code that you want in your list of favorites, click Add. 3. Logout Click Logout and then Close window. Close the browser window.