10-series kiosk operator’s manual...le lecteur de codes à barres laser en option utilisé dans ce...
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10-Series Kiosk Operator’s Manual | Source Technologies
10-Series Kiosk
Operator’s ManualRevision C
NOTICE 1
10-Series Kiosk Operator’s Manual | Source Technologies
Copyright © 2020 by Source Technologies. All rights reserved.
No part of this document may be reproduced or utilized in any form or by any means,
electronic or mechanical, including photocopying, recording or by any information
storage and retrieval system, without permission in writing from Source Technologies.
Published in the United States of America by:
Source Technologies
4205B Westinghouse Commons Dr.
Charlotte, North Carolina 28273
Author: Source Technologies.
NOTICES
To the best of our knowledge the information in this publication is accurate; however,
Source Technologies does not assume any responsibility or liability for the accuracy or
completeness of, or consequences arising from, such information. This document is
intended for informational purposes only. Mention of trade names or commercial
products does not constitute endorsement or recommendation for use by Source
Technologies. Final determination of the suitability of any information or product for use
contemplated by any user, and the manner of that use, is the sole responsibility of the
user. We recommend that anyone intending to rely on any recommendation of
materials or procedures mentioned in this publication should satisfy himself as to such
suitability, and that he can meet all applicable safety and health standards.
All trademarks and registered trademarks appearing in this document are the property of
their respective owners.
Document Number: 108512
Revision: C
OPERATIONAL SAFETY INFORMATION 2
10-Series Kiosk Operator’s Manual | Source Technologies
Operational Safety Information WARNING AND CAUTION SYMBOLS
The following Warning and Caution symbols are used throughout this manual:
Cautions alert you to the potential for
equipment damage.
Warnings alert you to possible safety risks.
General Safety Information This kiosk is intended for indoor use only.
All service procedures should be performed by properly trained and qualified service
personnel.
Any on-site assembly required during the installation process must be performed by
properly trained and qualified service personnel.
The kiosk must be connected to a properly grounded and appropriately rated AC
receptacle using the supplied cord set.
The socket-outlet powering this equipment shall be installed near to the equipment and
be easily accessible.
The kiosk must be properly shut down and then disconnected from the AC power supply
before connecting signal cables to a host computer.
This kiosk is suitable for connection to IT power systems.
OPERATIONAL SAFETY INFORMATION 3
10-Series Kiosk Operator’s Manual | Source Technologies
Les mises en garde vous alertent des
risques de dommages matériels.
Les avertissements vous alertent des
risques de sécurité possibles.
Consignes générales de sécurité.
Ce kiosque est destiné à un usage intérieur seulement.
Toutes les procédures d'entretien doivent être effectuées par du personnel d'entretien
dûment formé et qualifié.
Tout montage sur site requis pendant le processus d'installation doit être effectué par un
personnel de service qualifié et dûment formé.
Le kiosque doit être connecté à une prise secteur correctement mise à la terre et de
calibre approprié à l'aide du cordon fourni.
La prise de courant qui alimente cet équipement doit être installée à proximité de
l'équipement et être facilement accessible.
Le kiosque doit être correctement fermé puis déconnecté de l'alimentation secteur avant
de connecter les câbles de signal à un ordinateur hôte.
Ce kiosque est approprié pour la connexion à des systèmes d'alimentation informatique.
OPERATIONAL SAFETY INFORMATION 4
10-Series Kiosk Operator’s Manual | Source Technologies
This kiosk contains sensitive electronic
components that could be damaged if exposed
to excessive force.
Use only factory-approved consumables and
cleaning kits. Use of any non-approved
supplies could permanently damage the kiosk
and may void your warranty.
This equipment has been tested and found to comply with the limits for a Class A digital
device, pursuant to Part 15 of the FCC rules. These limits are designed to provide
reasonable protection against harmful interference when the equipment is operated in a
commercial environment. This equipment generates, uses, and can radiate radio
frequency energy and, if not installed and used in accordance with the instruction manual,
may cause harmful interference to radio communications. Operation of the equipment in a
residential area is likely to cause harmful interference in which case the user will be
required to correct the interference at his own expense.
This Class A digital apparatus complies with Canadian ICES-003.
OPERATIONAL SAFETY INFORMATION 5
10-Series Kiosk Operator’s Manual | Source Technologies
Ce kiosque contient des composants
électroniques sensibles qui pourraient être
endommagés s'ils étaient exposés à une force
excessive.
N'utilisez que des produits consommables et
des kits de nettoyage approuvés en usine.
L'utilisation de fournitures non approuvées
pourrait endommager le kiosque de façon
permanente et annuler votre garantie.
Cet équipement a été testé et déclaré conforme aux limites d'un appareil numérique de
classe A, conformément à la partie 15 des règles de la FCC. Ces limites sont conçues pour
fournir une protection raisonnable contre les interférences nuisibles lorsque l'équipement
est utilisé dans un environnement commercial. Cet équipement génère, utilise et peut
émettre de l'énergie radiofréquence et, s'il n'est pas installé et utilisé conformément au
manuel d'instructions, peut causer des interférences nuisibles aux communications radio.
L'utilisation de l'équipement dans une zone résidentielle est susceptible de causer des
interférences nuisibles, auquel cas l'utilisateur devra corriger ces interférences à ses
propres frais.
Cetappareilnumérique de la classe A estconforme à la norme NMB-003 du Canada.
LASER SAFETY NOTICE 6
10-Series Kiosk Operator’s Manual | Source Technologies
Important Laser Safety Notice The optional laser barcode reader employed in this kiosk complies with US CFR1040.10 and
1040.11 except for deviations pursuant to Laser Notice No. 50 dated June 24, 2007, and
EN60825-1:1994+A1:2002+A2:2001 and IEC60825-1:1993+A1:1997+A2:2001.
The optional barcode reader employed in this kiosk has the ability to use a laser to aid in
positioning of barcode labels to be read. That capability has been disabled in the device
and should not be enabled by the user. No controls or provision for adjustment by
operation, maintenance, or service personnel. Refer service inquiries to the service
provider contracted by your organization.
Any changes or modifications to Source Technologies equipment, not expressly approved
by Source Technologies, could void the user’s authority to operate the equipment.
Use of controls, adjustments or performance of
procedures other than those specified herein
may result in hazardous laser light exposure.
LASER SAFETY NOTICE 7
10-Series Kiosk Operator’s Manual | Source Technologies
AVIS IMPORTANT SUR LA SÉCURITÉ DU LASER
Le lecteur de codes à barres laser en option utilisé dans ce kiosque est conforme aux
normes des États-Unis CFR 1040.10 et 1040.11, à l'exception des dérogations prévues par
l'avis laser n.° 50 du 24 juin 2007 et les normes EN60825-1:1994+A1:2002+A2:2001 et
IEC60825-1:1993+A1:1997+A2:2001.
Le lecteur de codes à barres optionnel utilisé dans ce kiosque permet d'utiliser un laser
pour faciliter le positionnement des étiquettes à codes à barres à lire. Cette capacité a été
désactivée dans l'appareil et ne doit pas être activée par l'utilisateur. Aucun contrôle ou
réglage n'est prévu par le personnel d'exploitation, d'entretien ou de service. Consultez les
demandes de service au fournisseur de services engagé par votre organisation.
Tout changement ou modification à l'équipement Source Technologies non expressément
approuvé par cette dernière pourrait annuler le droit de l'utilisateur d'utiliser l'équipement.
L'utilisation de commandes, de réglages
ou de procédures autres que ceux
spécifiés dans le présent document peut
entraîner une exposition dangereuse à
la lumière laser.
BATTERY SAFETY WARNING 8
10-Series Kiosk Operator’s Manual | Source Technologies
Important Battery Safety Notice
Risk of explosion if the motherboard battery is replaced
by an in- correct type. Dispose of used batteries
according to the battery manufacturer’s instructions.
Source Technologies does not consider the battery a
user- replaceable item. Battery replacement should only
be performed by a Source Technologies’ authorized
repair technician at an authorized repair facility. Any
attempt to replace the battery by a non-authorized
technician may damage the device and void the
manufacturer’s warranty. For more information, please
contact Technical Support.
Avis Important de Sécurité de la Batterie
Risque d'explosion si la batterie de la carte mère est
remplacée par un type correct. Jetez les piles usagées
conformément aux instructions du fabricant des piles.
Source Technologies ne considère pas la batterie
comme un élément remplaçable par l'utilisateur. Le
remplacement des piles ne doit être effectué que par un
technicien de réparation autorisé de Source
Technologies dans un atelier de réparation agréé. Toute
tentative de remplacement de la pile par un technicien
non autorisé peut endommager l'appareil et annuler la
garantie du fabricant. Pour plus d'informations, veuillez
contacter le service d'assistance technique
TABLE OF CONTENTS 9
10-Series Kiosk Operator’s Manual | Source Technologies
TABLE OF CONTENTS NOTICES ........................................................................................................................................................................ 1
Operational Safety Information .......................................................................................................................... 2
General Safety Information .................................................................................................................................. 2
Important Laser Safety Notice ............................................................................................................................. 6
Important Battery Safety Notice ......................................................................................................................... 8
Chapter 1 – PRODUCT OVERVIEW ........................................................................................................................ 11
Kiosk Description .................................................................................................................................................... 11
Kiosk Features and Options ................................................................................................................................ 11
Hardware Specifications ...................................................................................................................................... 13
Standard Configuration ....................................................................................................................................... 13
Options .................................................................................................................................................................... 13
Chapter 2 – GETTING STARTED ............................................................................................................................ 14
2.1 Opening the Safe and Changing the Default Combination ............................................................. 14
Operating Instructions: 6 Digit Combination Lock .............................................................................. 15
Operating Instructions: Audit Trail Combination Lock ....................................................................... 18
2.2 Power On ....................................................................................................................................................... 20
2.3 Loading Receipt Printer Paper .................................................................................................................. 21
2.4 Loading Check Printer Paper ................................................................................................................... 25
2.5 Loading Coin Dispenser Canister ............................................................................................................ 28
2.6 Loading and Emptying the Cash Recycler ............................................................................................ 32
2.7 Powering Down the Kiosk ......................................................................................................................... 36
CHAPTER 3 – COMPONENT OPERATION ........................................................................................................ 39
3.1 Cash Recycler................................................................................................................................................ 39
Emptying Reject Cassette .......................................................................................................................... 40
Clearing Recycler Jams .............................................................................................................................. 43
Periodic Maintenance Requirement ....................................................................................................... 52
3.2 Coin Dispenser ............................................................................................................................................... 53
Coin Dispenser Loading and Maintenance .......................................................................................... 53
3.3 Check Scanner ............................................................................................................................................... 54
Inserting Checks for Scanning ................................................................................................................. 54
Clearing Check Jams................................................................................................................................... 55
Stamp Installation and Replacement ..................................................................................................... 58
Cleaning and Preventative Maintenance .............................................................................................. 59
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10-Series Kiosk Operator’s Manual | Source Technologies
3.4 Hybrid Magnetic Stripe and EMV Card Reader .................................................................................. 60
CLEANING EMV/MAG STRIPE CARD READER .................................................................................... 60
3.5 OMNI-DIRECTIONAL BARCODE IMAGER ............................................................................................. 61
READING A BARCODE ................................................................................................................................ 61
CAPTURING A DRIVER’S LICENSE IMAGE ............................................................................................ 62
CLEANING IMAGER WINDOW ................................................................................................................ 62
3.6 ENCRYPTED PCI-COMPLIANT PIN PAD ............................................................................................... 63
ENTERING A PIN .......................................................................................................................................... 63
CLEANING ..................................................................................................................................................... 63
3.7 RECEIPT PRINTER ........................................................................................................................................ 64
LOADING RECEIPT PAPER ........................................................................................................................ 64
CLEARING JAMS .......................................................................................................................................... 65
CLEANING ..................................................................................................................................................... 68
3.8 NFC READER ................................................................................................................................................. 69
OPERATION .................................................................................................................................................. 69
Cleaning ......................................................................................................................................................... 69
3.9 PALM SCANNER .......................................................................................................................................... 70
SCANNING YOUR PALM ........................................................................................................................... 70
CLEANING ...................................................................................................................................................... 71
3.10 CHECK PRINTER ........................................................................................................................................... 72
OPERATION .................................................................................................................................................. 72
CLEARING PRINTER JAMS ........................................................................................................................ 72
CLEANING ...................................................................................................................................................... 77
3.11 HEADPHONE JACK ..................................................................................................................................... 78
OPERATION .................................................................................................................................................. 78
CHAPTER 4 - GENERAL CLEANING .................................................................................................................... 79
ANTIMICROBIAL PLASTIC ENCLOSURE ........................................................................................................ 79
TOUCHSCREEN DISPLAY ................................................................................................................................... 80
KIOSK COMPONENT CLEANING .................................................................................................................... 80
CHAPTER 5 – CONTACT INFORMATION........................................................................................................... 81
TECHNICAL SUPPORT ......................................................................................................................................... 81
APPENDIX A: AUDITCON 2 OPERATING INSTRUCTIONS .......................................................................... 82
PRODUCT OVERVIEW 11
10-Series Kiosk Operator’s Manual | Source Technologies
CHAPTER 1 – PRODUCT OVERVIEW
Kiosk Description
Source Technologies’ 10-Series kiosk is a next-generation, self-service
platform designed from the ground up to manage secure, distributed
financial transactions and consumer banking.
Kiosk Features and Options
10 Series Components
1 Camera 9 Receipt Printer
2 Touchscreen Display 10 Check Scanner
3 Cash Recycler 11 Approach Sensor
4 Palm Sensor (optional) 12 Headphone Jack
5 PIN Pad 13 NFC Reader
6 UL291 Safe (inside) 14 Barcode Imager
7 Coin Dispenser 15 EMV/Mag Stripe Card
Reader
8 Check Printer (optional)
3
4 10
5 9
6
14
13
12
8
7
1
15
11
2
PRODUCT OVERVIEW 12
10-Series Kiosk Operator’s Manual | Source Technologies
Rear View
Rear View
1 Power Cord 3 Check Printer Connect
2 Network Connect 4 UPS (inside)
1 4 2 3
HARDWARE SPECIFICATION 13
10-Series Kiosk Operator’s Manual | Source Technologies
Hardware Specifications
POWER REQUIREMENTS 120 VAC, 3.0A, 50-60HZ
ENVIRONMENTAL
REQUIREMENTS
Temperature: 5°C to 40°C
Humidity: <=20% to 80% non-
condensing
Standard Configuration
DISPLAY 32-INCH UHD (3840 X 2160)
PRIVACY FILTER YES
TOUCHSCREEN PROJECTED CAPACITANCE
KIOSK ENCLOSURE ANTIMICROBIAL PLASTIC
HARD DRIVE 128GB SOLID STATE DRIVE
PROCESSOR INTEL I5-6500TE QUAD CORE 2.3GHZ
RAM 8GB DDR4-2133
ETHERNET 10/100/1000 BASE T LAN
WIRELESS DUAL BAND 802.11A/B/G/N/AC
SAFE UL291 24HR TYPE 1
CASH HANDLING MULTI-CASSETTE CASH RECYCLER
PIN PAD PCI 5.X COMPLIANT
CARD READER EMV/MAGNETIC STRIPE
CHECK SCANNER MICR/OPTICAL CHECK SCANNING
RECEIPT PRINTER 80MM WIDTH DIRECT THERMAL
IMAGER 1D/2D BARCODE IMAGER
COIN DISPENSE 1c, 5c, 10c, and 25c COIN DISPENSE
POWER PROTECTION UPS BATTERY BACKUP
Options
ON DEMAND CHECK
PRINTING SECURE MICR CHECK PRINTER
BIOMETRICS PALM SCANNER
GETTING STARTED 14
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CHAPTER 2 – GETTING STARTED
2.1 Opening the Safe and Changing the Default Combination
The UL291 24 Hour Level 1 Cash Vault included in the 10 Series kiosk can use either a standard 6 Digit Combination Lock or an optional Audit Trail Combination Lock. See below to determine which of these lock systems is used in your kiosk and then go to the appropriate section for that lock’s operating instructions.
A. Use the component
cabinet key to
unlock and open
the component
cabinet.
Use cabinet key to unlock
the component cabinet.
Component Cabinet Key
Coin Dispenser Key
Recycler Cash Cassette Key
Kiosk Key Set
GETTING STARTED 15
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B. Locate the safe door on the lower right-hand side of the kiosk and identify the safe lock system by the type of keypad installed.
OPERATING INSTRUCTIONS: 6 DIGIT COMBINATION LOCK
Opening Safe Door
A. Enter valid six (6) digit combination (factory set to 1-2-3-4-5-6).
B. The lock will confirm a valid combination entry with a double signal.
C. Within four (4) seconds, turn
the handle clockwise to the
open position.
D. Pull door open. NOTE:
• Invalid Combination Entry - Lock will signal three (3) times.
• Entry of four (4) consecutive invalid combinations starts a five (5) minute
delay period.
• LED will flash red at ten (10) second intervals during the delay period.
• At the end of the delay period, two (2) more consecutive invalid
combinations
will restart the five (5) minute delay period.
• Keypad will not respond to keystrokes during delay period.
Standard 6 Digit Combination Lock
Audit Trail Combination Lock
Turn Handle in This Direction to Open
GETTING STARTED 16
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Closing and Locking Safe Door
A. Close safe door.
B. Turn handle counterclockwise. Lock will automatically engage.
C. Turn handle clockwise to verify that the lock is engaged.
Turn Handle in This Direction to Close
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Changing the Standard Lock Combination (Manager and User)
NOTE: Each combination must be changed independently at the lock. New combination
will not be accepted if it varies from the current combination by only one digit (+/-). When
selecting a combination, do not use a birthday or other predictable information that could
give correlation between the user and the combination.
Always perform this operation with the door open and
test the opening of the Lock with the new combination
several times before closing the door.
Manager and User Combination Change Procedure:
A. Enter zero [0] six times. Ex. (0-0-0-0-0-0)
B. Enter an existing combination. Ex. (1-2-3-4-5-6)
C. Enter the NEW combination. Ex. (6-5-4-3-2-1)
D. Re-enter the NEW combination to confirm Ex. (6-5-4-3-2-1) The NEW combination
is now active.
E. Test lock operation several times before closing the door.
MANAGER COMMANDS
COMMAND 1 - Activate User
A. Enter Manager combination and hold down last digit of combination until Lock
double signals and the LED stays on.
B. PRESS 1.
C. Enter the NEW User combination.
D. Re-enter the NEW User combination to confirm. User combination is now active.
Reinstate User
A. Enter Manager combination and hold down last digit of combination until Lock
double signals and the LED stays on.
B. PRESS 1.
C. Enter User number (1- 9). User is reinstated.
COMMAND 2 - Disable User
A. Enter Manager combination and hold down last digit of combination until Lock
double signals and the LED stays on.
B. PRESS 2.
C. Enter User number (1-9) User is temporarily disabled.
The User combination is saved and will be valid once reinstated.
COMMAND 3 - Delete User
A. Enter Manager combination and hold down last digit of combination until Lock
double signals and the LED stays on.
B. PRESS 3.
C. Enter User number (1-9). User is deleted.
GETTING STARTED 18
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OPERATING INSTRUCTIONS: AUDIT TRAIL COMBINATION LOCK
Opening Safe Door
Important Note: The lock must be manually powered before each operation by briskly turning the dial back and forth
A. Turn the dial back and forth briskly until there are two simultaneous green and red
flashes and two beeps to indicate that the lock is powered. Beeps sound to indicate
that there is enough power for the next operation to be performed. If no beeps
sound, you must power the lock by briskly turning the dial back and forth.
B. Enter valid eight (8) digit combination (2-digit user id + 6-digit user combination)
Factory set default combination = 0-1-5-0-2-5-5-0
Note: Press * key to clear a keystroke or combination.
C. If the combination is entered successfully, the green led on the lock will flash for
approx. 5 seconds.
D. Rotate the container handle clockwise while the
green light is flashing to retract the bolt.
E. If the safe handle isn’t turned
within 5 seconds, the lock will
automatically re-lock.
NOTE:
• After each keystroke, the green led will flash and a beep sound will be heard.
If there is no green led flash or beep, then the lock has powered down and must
be re-powered as described in Step 1.
• Three red flashes indicate that an incorrect combination has been entered.
• Continuous green flashes (for approx. 5 seconds) indicate that a correct
combination has been entered.
• Entry of five (5) consecutive invalid combinations starts a three (3) minute
delay period. Any failed entry attempt after the five invalid entries initiates a new
three (3) minute delay period.
Turn Handle in This Direction to Open
GETTING STARTED 19
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Closing and Locking Safe Door
A. Close safe door.
B. Turn handle counterclockwise. Lock will automatically engage.
C. Turn handle clockwise to verify that the lock is engaged.
Changing the Audit Trail Lock Combination
The Auditcon 552 Audit Trail Lock has several options for the setting of Manager and User
combinations. See Appendix A: Auditcon 2 Operating Instructions for details on how to set
the lock combinations.
Turn Handle in This Direction to Close
GETTING STARTED 20
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2.2 Power On
A. Connect the power cord to an AC utility outlet.
NOTE: The outlet powering this equipment shall be installed near to
the equipment and be easily accessible.
The kiosk must be connected to a properly
grounded, appropriately rated individual circuit.
Specific power requirements are located on the
product label located on the back of the kiosk.
B. Power on the kiosk by pressing the UPS power switch button. The
power button is located inside the kiosk and can be accessed through
the power button access hole on the left side of the kiosk.
Use small tool to press the
UPS power button through
the access hole
GETTING STARTED 21
10-Series Kiosk Operator’s Manual | Source Technologies
2.3 Loading Receipt Printer Paper The receipt printer will auto-load receipt paper when it recognizes that
paper is present in the paper guide. Use the procedure below to auto-
load receipt paper.
A. Unlock and open the component cabinet.
B. Pull component cabinet fully open and locate receipt printer on left
side.
Receipt printer is located on left side of cabinet underneath the
check scanner
Use cabinet key to unlock
the component cabinet.
GETTING STARTED 22
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C. Locate the check scanner lock plunger indicated by the arrow below
and pull out to allow the check scanner to be moved.
D. Slide the check scanner back to provide access to the receipt printer.
GETTING STARTED 23
10-Series Kiosk Operator’s Manual | Source Technologies
E. Insert paper spindle through the paper roll and orient so that paper
comes off the top of the roll.
F. Place the paper roll and spindle into the printer paper holder as shown
below.
G. Route the paper into
the printer paper guide and continue to push forward until the printer recognizes the paper and auto-loads.
Paper Spindle
Paper Spindle
GETTING STARTED 24
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H. Slide the check scanner back into position until you hear the lock
plunger click into place. Verify that the check scanner is locked in place.
I. Push the component cabinet back into position until it is latched in
place.
J. Receipt paper loading is complete.
GETTING STARTED 25
10-Series Kiosk Operator’s Manual | Source Technologies
2.4 Loading Check Printer Paper The check printer has one integrated paper tray and one option printer
tray. The paper loading procedure is the same for both trays.
A. Unlock and open the component cabinet.
B. Pull out the component
cabinet and locate the
check printer on the lower
right-hand side.
Use cabinet key to unlock
the component cabinet.
GETTING STARTED 26
10-Series Kiosk Operator’s Manual | Source Technologies
C. Use the printer shelf handle to pull the printer into its service position
as shown below.
D. Open printer paper tray.
E. Adjust the paper guides to match the size
of the paper that you are loading.
F. Flex, fan, and align the paper edges
before loading.
GETTING STARTED 27
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G. Load the paper stack with the printable side
facedown, and then make sure that the side
guides fit snugly against the paper.
Note:
• Load letterhead facedown with the top edge of the sheet toward
the front of the tray.
• To avoid paper jams, make sure that the stack height is below the
maximum paper fill indicator.
H. Close the printer’s paper tray.
I. Push printer shelf back into position until it closes against the magnetic
latch.
J. Push the component cabinet back into position until it is latched in
place.
K. Check printer paper loading is complete.
GETTING STARTED 28
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2.5 Loading Coin Dispenser Canister The coin dispenser canister contains eight coin columns. There are two
columns for quarters, two for dimes, one for nickels and three for
pennies. Each column holds up to three rolls of coins. See below for
coin canister loading procedure.
A. Unlock and open the
component cabinet.
B. From the left side of the cabinet, locate the coin dispenser power
switch and power down the unit.
Use cabinet key to unlock
the component cabinet.
Power Switch
GETTING STARTED 29
10-Series Kiosk Operator’s Manual | Source Technologies
C. From the opposite side of the component cabinet, locate the coin
canister lock. Unlock and remove the canister.
D. Using the handle located at the top, pull up and remove the coin
canister.
Coin canister lock located on this side
Turn CCW to unlock
GETTING STARTED 30
10-Series Kiosk Operator’s Manual | Source Technologies
E. Set the canister on a flat, stable
surface, and fold the carrying
handle underneath, providing a
good loading angle.
F. Compress the two thumb points at the
bottom of the canister cover (red
arrows) and slide the cover upward.
G. Continue sliding the cover upward and
remove from the coin canister.
GETTING STARTED 31
10-Series Kiosk Operator’s Manual | Source Technologies
H. Take a comfortable number of coins between your thumb and
first finger. Place the column of coins over the top of the column, and
then let it slide down into the column. Repeat this process until the
canister is filled to the desired starting level for each coin type.
NOTE: The calibration strips at the back of the coin columns are used
as a guideline to determine the approximate value of the coins in each
column. Due to variations in coin thickness and how the coin rims align
when they are stacked, the values indicated by the calibration strips
may be off by a small amount – three coins at most – at the uppermost
level of the columns.
I. Replace the canister cover onto the coin canister.
J. Re-install the coin canister into the coin dispenser and lock it in place.
K. Power on the coin dispenser.
L. Push the component cabinet back into position until it is latched in
place.
M. Coin loading is complete.
Column denomination is marked at
the top of each column.
Calibration Strips
GETTING STARTED 32
10-Series Kiosk Operator’s Manual | Source Technologies
2.6 Loading and Emptying the Cash Recycler The cash recycler contains (5) cash cassettes that can store 2700 notes
each. Depending on your configuration, you can use the cash cassettes
as either (4) recycle cassettes and (1) dispense cassette or (5) recycle
cassettes. See below for the procedure to load and collect cash from
the recycler.
NOTE: The cash recycle cassettes can also be loaded through the
customer facing cash pocket (200 notes max at a time). See your
software documentation for the procedure to load notes in this way.
A. Unlock and fully open the component cabinet.
B. See Section 2.1 – Opening Safe Door and open the door to the 24-
Hr safe.
Use cabinet key to unlock
the component cabinet.
GETTING STARTED 33
10-Series Kiosk Operator’s Manual | Source Technologies
C. Locate the lower unit release latch (71) on the front right of the
recycler. Pull the latch lever forward and pull the lower unit out to
access the cash cassettes.
NOTE: Only load or collect notes when power is on.
D. Remove the cash cassettes by pulling straight up by the handle.
NOTE: Remove only one cash cassette at a time and replace it in
the same position from which it was removed.
Pull bottom of latch handle (71) toward you to release
the lower unit.
Use handle to pull
lower unit out.
A 1
2 3
4
GETTING STARTED 34
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E. Lay the cassette on a clean flat
surface and use cassette key to
unlock and open the lid.
F. Grasp the stage as shown
and pull down. If the stage
is hard to pull down, move
the stage upward and
downward or pull the lever
up.
G. When loading notes, set notes on stage as shown. When desired
number of notes have been added, hold the stage with your hand and
press the lever to release the
stage. If collecting notes,
remove all notes, hold the
stage with your hand and
press the lever to release the
stage.
Place notes here
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• When pressing the lever, always have a hand on the stage.
The lever can be damaged by the force of releasing the
stage.
• Fan brand-new notes sufficiently.
• Make notes flat after fanning.
• Be careful that no notes get under the stack of notes.
• Set notes flatly with no fold marks or untidiness.
H. Re-close and lock the cassette lid.
I. Pick up the cassette by the handle and replace into its original slot in
the lower unit.
J. Repeat these steps for loading or collecting notes for each additional
cassette.
K. After each cassette is loaded or
emptied, push the lower unit back
into the cash recycler until it is fully
latched.
L. Close and lock vault door.
M. Cash Loading is Complete
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2.7 Powering Down the Kiosk
USE THE PROCEDURE BELOW FOR PROPER SHUTDOWN OF THE
KIOSK.
TO PREVENT DATA CORRUPTION AND HARD DRIVE
DAMAGE, THE WINDOWS OS MUST BE PROPERLY SHUT
DOWN BEFORE POWER IS DISCONNECTED. ANY
UNSAVED DATA WILL BE LOST WHEN THE OS IS SHUT
DOWN.
A. Operation System Shutdown
The Windows OS can be shut down from the touchscreen display or
by using the shutdown button on the integrated computer.
Touchscreen Display OS Shut Down
1. Navigate to Start > Power > Shut Down to shut down the OS.
Integrated Computer Button OS Shut Down:
1. Unlock and open the component cabinet.
Use cabinet key to unlock the
component cabinet.
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2. Pull the cabinet fully forward and locate the computer module
on the right-hand side.
3. Use a small tool to press and release the computer’s power
button. This will shut down Windows and power off the
computer.
Computer Module
Located Here
Computer Module Power
Button Location
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B. Power Down UPS
C. Disconnect AC Power Cord
Disconnect the kiosk’s power cord from the AC power outlet.
D. Power Down Operation is Complete
Use small tool to press the
UPS power button through
the access hole
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CHAPTER 3 – COMPONENT OPERATION
3.1 Cash Recycler
Inserting and Removing Cash
When the kiosk application calls for inserting or removing cash, the cash
pocket shutter will open and the corresponding LED will flash. Insert (up to
200 notes max) or retrieve cash as needed where shown below.
Cash Pocket
Location
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EMPTYING REJECT CASSETTE
The cash recycler will store damaged or potential counterfeit notes in its
Reject Cassette. Use the procedure below to empty the Reject Cassette.
A. Unlock and fully open the component cabinet.
B. See Section 2.1 –
Opening Safe
Door and open
the front and
top doors of the
24-Hr safe.
Use cabinet key to unlock
the component cabinet.
Open Both
Front and Top
Safe Doors
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C. Pull latch (B-25) forward
to unlock the recycler
unit and pull out the
unit until it is fully
extended.
NOTE:
Pull unit by latch or handle
only.
D. Locate reject bin on the rear of the recycler.
E. Press the reject bin lock lever (63)
down and remove the reject bin.
Reject Bin Lock Lever Located This Side
LATCH B-25
HANDLE
Reject Bin
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F. Use the cash box key to unlock the
reject bin and open the lid.
G. Remove notes from reject bin,
close and lock lid and reattach
the reject bin.
H. After the reject bin has been re-attached, push the lower unit back into
the cash recycler until it is fully latched.
I. Close and lock vault door.
J. Close and latch the component cabinet.
K. Emptying of Reject Bin is Complete
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CLEARING RECYCLER JAMS
See below for common areas for jammed notes and the procedure for
removal.
A. Unlock and open the component cabinet.
B. See Section 2.1 – Opening Safe Door and open the front and top
doors of the 24-Hr safe.
Use cabinet key to unlock
the component cabinet.
Open Both
Front and Top
Safe Doors
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C. Pull latch (B-25) forward to unlock the
recycler unit and pull out the unit
until it is fully extended.
NOTE:
Pull unit by latch or handle only.
D. Clearing of Jams
HANDLE
LATCH B-25
Figure 1a: Recycler Sections
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ESCROW
SHUTTER UNIT
UPPER UNIT
BILL VALIDATOR
TRANSPORT
Figure 1b: Recycler Sections
Figure 1c: Opening the Upper Unit, Shutter Unit and Escrow
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Shutter Unit Cash Pocket
1) Turn the Shutter Door knob until the
shutter door is fully open and remove
jammed notes.
2) Open Shutter Unit (see Fig 1c) and
remove any jammed notes. If notes are
hard to remove, turn knobs (B-1, B-2) to
move the note retainer until the notes
are able to be removed.
Cash Pocket Transport
1) Lift the Upper Unit (see Fig 1c).
Turn Knob (B-18) and remove
any jammed notes.
2) If the note can’t be removed, open the Cash Pocket Transport (B-4)
for better
access.
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Upper Unit
1) Open the upper unit (see Fig 1c)
and remove any jammed notes in
area shown.
Transport Before Note Validator
1) Open the transport before the Bill
Validator and remove any jammed
notes. Turn knob (B-6) to feed the
note if necessary.
Bill Validator
1) Lift the Escrow
unit. Pull lever
(17), open the
Bill Validator
and remove any
jammed notes.
2) If the note is hard to
remove, turn knob
(B-6) to feed the
note.
3) Press the lever (17) and close the Bill Validator until it is locked.
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Upper Transport at Escrow
1) Lift the Escrow (see Fig 1c) and
remove any jammed notes in the
transport path.
Escrow Transport
1) Open the Upper (see Fig 1c), turn the Knob and remove any jammed
notes. If the note cannot be
removed, open the lever (B-14)
to gain access.
Escrow
1) Open the Escrow transport lid (B-
15) and removed any jammed
notes. If the note is difficult to
remove, turn the knob to
move the note retainer.
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Reservoir
1) Lift the Shutter unit (see Fig 1c) and
open the Cash Pocket lid (B-5). Then,
turn knobs (B1, B2, B10, B-11) to move
the bracket and remove the note.
2) If the note cannot be removed, close
the Shutter unit. Then lift the Upper,
open the Reservoir transport (B-9) and
take out the note. After removing the
note, put the Reservoir transport (B-9)
back into position until it is locked and
close the unit.
Cassette Transport
1) Hold the lever (B-13) and lift the Escrow unit until
it is locked. Lift the middle transport (B-24) and
remove any jammed notes. If the note cannot be
removed, turn knob (B-6) and feed the
note until it is accessible.
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Rear Transport
1) Press down on the lock lever
shown (61) and open the Rear
Transport. Remove any
jammed notes.
2) Lift the lever shown (65)
to open the transport
path and remove any
jammed notes.
3) Remove any jammed notes in area
shown. Turn knob (B-6) to feed the
note if necessary.
4) Closing rear transport:
(a) Hold the handle (64) firmly and lift the
Rear Transport.
(b) Lift the lock lever (62) to the arrowed
direction.
(c) Move the rear Transport downward
slowly until it is locked.
(a)
(b)
(c)
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Currency Cassette
1) Withdraw the Lower Unit as shown below.
2) Look for jammed notes at the entrance to
the currency cassettes.
3) Remove each currency cassette and align any untidy notes. See
Section 2.6 for details.
Pull bottom of latch handle (71) toward you to release
the lower unit.
Use handle to pull
lower unit out.
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Reject Bin
1) Open the Reject Bin and check for jammed notes. See Section 3.1.1
for details on removing and opening the Reject Bin
PERIODIC MAINTENANCE REQUIREMENT
The recycler must undergo cleaning and inspection of critical components
once every 4 months. Failure to perform periodic maintenance within the 4-
month period can result in an increase in note jamming and other
performance issues.
NOTE: Cleaning and inspection of the cash recycler must be performed by
properly trained and qualified service personnel.
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3.2 Coin Dispenser The kiosk will provide change as needed from the integrated coin dispenser.
The coin dispenser LED indicator will flash to indicate that change is present.
COIN DISPENSER LOADING AND MAINTENANCE
Loading Coins: See Section 2.5 for instructions on accessing and
loading coins into the coin dispenser.
Maintenance: No periodic maintenance is required for the coin
dispenser. The outer surface of the dispenser may be cleaned with a
soft damp cloth if necessary.
Coin Dispenser Tray
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3.3 Check Scanner
OPERATION
The check scanner can capture an electronic image of the original check,
read the MICR characters, stamp and retain
check documents.
INSERTING CHECKS FOR SCANNING
A. Orient check with the MICR line facedown and to the right as shown
above.
B. Align the check as shown at
right and slowly insert the
check into the insert slot.
C. Once the check has been
inserted approximately 2.5
inches, the check scanner will
pull the check into the device.
D. The check scanner will process the
check and, depending on the application, will
either return the check or retain the check in
internal storage.
Check Scanner
Input Slot
Proper Check Orientation
MIC
R LIN
E
Align Check to Right
Wall of Check Guide
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Note: The Check Scanner LED indicator will light to indicate when the check scanner
is ready to accept a check.
CLEARING CHECK JAMS
A. Unlock and open the component cabinet.
B. Pull component
cabinet fully
open and locate
the check
scanner on left
side.
Use cabinet key to unlock
the component cabinet.
Check Scanner Location
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C. Locate the check scanner
lock plunger indicated by
the arrow below and pull
out to allow the check
scanner to be moved.
D. Slide the check scanner
back to provide access for
jam clearing.
E. Loosen (2) thumb screws
shown at right.
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F. Open the upper portion of the
scanner and remove the
jammed document.
G. Firmly closed the upper portion
of the check scanner until it snaps in place and re-tighten the thumb
screws.
H. Slide the check scanner back into
position until you hear the lock
plunger click into place. Verify
that the check scanner is locked
in place.
I. Push the component cabinet back into position until it is latched in
place.
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STAMP INSTALLATION AND REPLACEMENT
See steps A – E in the previous section to access and open the upper
portion of the check scanner.
Step 1: For either Installation or
Removal, insert a pencil into the
stamp release and press lightly.
Step 2: For Removal, turn the stamp
counter-clockwise 90° and lift the
stamp out of the stamp locking
mechanism.
Step 3: For Installation, orient the
new stamp so that the tab is 90°
from the back of the stamp slot.
Insert the stamp and rotate
clockwise to lock into the
mechanism.
Replacement stamps can be ordered from Source Technologies.
See Chapter 5 for contact information.
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CLEANING AND PREVENTATIVE MAINTENANCE
No customer preventative maintenance is required; however, paper dust
and other debris will accumulate during normal use. It is recommended to
periodically use low pressure canned air to clean dust and debris from the
scanner on a regular basis.
DO NOT SPRAY CONTACT IMAGING SENSORS WITH AIR
OR TRY TO CLEAN THEM WITH ANY KIND OF CLEANER
OTHER THAN WHAT IS RECOMMEDED. THIS MAY
DAMAGE THE CONTACT IMAGE SENSORS.
APPROVED CONTACT IMAGE CLEANER WIPES CAN BE
OBTAINED FROM SOURCE TECHNOLOGIES.
CONTACT IMAGE SENSOR Only use approved cleaning wipe
Clean these areas with canned air
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3.4 Hybrid Magnetic Stripe and EMV Card Reader
Operation
IMPORTANT: For reliable operation of the card reader, all credit and debit cards used
must meet either the ISO Standard for magnetic stripe cards: ISO 7810 and ISO 7811 or ISO
standard for ic cards: ISO 7816 Read/ Write.
Never insert coins or other inappropriate material into the card reader
slot. Inserting other materials into the card reader slot may damage the
device and void the manufacturer’s warranty.
Magnetic Stripe Card: Fully insert and withdraw the card with the magnetic stripe facing
down and to the right.
EMV Chip Card: To read an EMV chip card, fully insert card into card reader with the chip
facing up. Leave in place until card has been read.
CLEANING EMV/MAG STRIPE CARD READER
Use the approved Source Technologies Card Reader Cleaning Card to clean the EMV card
reader as needed. Follow the card reader cleaning card written instructions for cleaning.
EMV/Mag Stripe Reader cleaning cards can be ordered from Source Technologies. See
Chapter 5 for contact information.
EMV Card Reader
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3.5 OMNI-DIRECTIONAL BARCODE IMAGER
OPERATION
The barcode imager reads 2D/3D barcodes, QR codes, and images such as
driver’s licenses and passports.
READING A BARCODE
For best results, place the
barcode between 3 inches and 6
inches from the barcode imager window.
The barcode should be facing the imager
window. The LED indicator will light
when the barcode imager is active.
Bar Code Imager
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CAPTURING A DRIVER’S LICENSE IMAGE
When prompted by the software application, place the driver’s license on the
imager window as shown below. The LED indicator will light when the imager
is active.
NOTE: The side of the license to be imaged should be facing the imager
window.
CLEANING IMAGER WINDOW
The imager window may be cleaned with a soft lint free cloth. The cloth may
be moistened with water if necessary.
The imager window is treated with an anti-
reflective coating that may be damaged by harsh
chemicals or cleaners.
Place ID Card Here for Imaging
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3.6 ENCRYPTED PCI-COMPLIANT PIN PAD
OPERATION
The PIN pad allows the user to input a personal identification number to
verify account ownership.
ENTERING A PIN
When the software prompts the user for a PIN entry, the customer should
enter the appropriate PIN code and then press the ENTER button. The LED
indicator will light when the PIN pad is active.
CLEAR: Erases the last digit entered,
CANCEL: Cancels the current transaction.
CLEANING
The PIN pad may be cleaned with a soft lint free cloth.
PIN Pad
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3.7 RECEIPT PRINTER
Operation
As needed, the kiosk application will print a customer receipt from the
thermal receipt printer. Receipts will be presented from the location shown
below. The receipt printer LED indicator will blink to indicate the location of
the receipt.
LOADING RECEIPT PAPER
See Section 2.3 for receipt paper loading instructions.
Receipt Output
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CLEARING JAMS
Use the procedure below for clearing receipt printer paper jams.
A. Unlock and open the component cabinet.
B. Pull component cabinet fully open and locate receipt printer on left
side.
Receipt printer is located on left
side of cabinet underneath the
check scanner
Use cabinet key to unlock
the component cabinet.
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C. Locate the check scanner lock plunger indicated by the arrow below
and pull out to allow the check scanner to be moved.
D. Slide the check scanner back to provide access to the receipt printer.
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E. Slide the receipt
printer back to
provide access to its
printhead latch.
F. Press the green
printhead release
latch in the
direction indicated
by the arrow.
G. Rotate the
printhead up into
its service position.
Printhead Latch Located on This Side
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H. Pull the receipt paper
from the printer and
clear the paper path. A
stiff card such as a
business card or similar
can be used to slide
through the paper path
to clear away any
jammed pieces of
receipt paper.
I. Close the printhead making sure to push firmly until it locks in place.
J. Trim the leading edge of the receipt paper
to make a clean square edge with no
wrinkles and reload the receipt paper.
K. Push the receipt printer forward into its
normal position.
L. Slide the check scanner back into position until you hear the lock
plunger click into place. Verify that the check scanner is locked in place.
M. Push the component cabinet back into position until it is latched in
place.
CLEANING
Use the Source Technologies Thermal Printer Cleaning Pen to clean the
receipt printer printhead as necessary.
A. Follow STEPS A – G above to access the receipt printer printhead.
B. Follow the written instructions included with the cleaning pen to
clean the printhead.
Thermal Printer Cleaning Pens can be ordered from Source Technologies. See
Chapter 5 for contact information.
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3.8 NFC READER
OPERATION
The NFC reader will read account
information from your NFC enabled
device. The NFC Reader LED indicator
will blink to alert the you when the
device is activated.
A. When prompted by the
application, hold your NFC
device within 1.5 inches above
the NFC reader.
CLEANING
The NFC Reader may be cleaned with a soft lint free cloth.
NFC Reader
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3.9 PALM SCANNER
OPERATION
The optional Palm Scanner uses
near-infrared light to capture
palm vein images for user
identification.
SCANNING YOUR PALM
A. When prompted by the
application, center your palm
over the scanner. (See Figure 3.9
for details on hand positioning
during a palm scan)
Palm Scanner
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Fig 3.9 HAND POSITION DURING PALM SCAN
CLEANING
Remove dust from the surface of the Sensor as needed. When the Sensor
surface becomes dirty, wipe gently with a dry soft cloth.
Do not wipe the surface of Sensor with a coarse cloth. The sensor may not operate correctly if the surface is scratched.
Do not use water to clean the Sensor surface. It may cause a fault if water penetrates the Sensor unit.
Do not use any organic solvents such as thinner, benzene, or anti-septic solution.
Do not use any cleaning sprays.
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3.10 CHECK PRINTER
OPERATION
The kiosk is equipped with a MICR
document printer that will print checks
on demand. Follow the on-screen
prompts to enter the required
information and print the check. The
check printer output is shown below.
The check printer LED indicator will
blink to alert you the presence of the
check.
CLEARING PRINTER JAMS
A. See Section 2.4, steps A – C for instructions on accessing the Check
Printer.
B. Potential Jam Locations:
Check Printer Output
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C. Paper jam in Door A
1. Remove paper tray.
2. Open Door A
3. Remove Toner Cartridge
4. Remove Imaging Unit
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Do not expose the imaging unit to direct light for
more than 10 minutes. Extended exposure to light
may cause print quality issues.
Do not touch the photoconductor drum. Doing so
may cause print quality issues.
5. Remove the jammed paper making sure that all paper fragments
are removed.
HOT SURFACE: The inside of the printer may be hot.
To reduce the risk of injury from a hot component,
allow the surface to cool before touching.
6. Replace the Imaging Unit, Toner Cartridge, and Printer Tray; and
close Door A.
7. Push printer shelf back into position until it closes against the
magnetic latch.
8. Push the component cabinet back into position until it is latched in
place.
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D. Paper jam at Rear
1. Remove jammed paper from
Rear area making sure that
all paper fragments are
removed.
HOT SURFACE: The inside of the printer may
be hot. To reduce the risk of injury from a hot
component, allow the surface to cool before
touching.
2. Push printer shelf back into position until it closes against the
magnetic latch.
3. Push the component cabinet back into position until it is latched in
place.
E. Paper jam in Standard Bin
1. Remove jammed paper from
Standard Bin area making sure
that all paper fragments are
removed.
2. Push printer shelf back into
position until it closes against the
magnetic latch.
3. Push the component cabinet back into position until it is latched in
place.
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F. Paper jam in Paper Tray
1. Remove the paper tray.
2. Remove jammed paper
making sure that all paper
fragments are removed.
3. Push printer shelf back into position until it closes against the
magnetic latch.
4. Push the component cabinet back into position until it is latched in
place.
G. Paper jam in Multi-Purpose Feeder
The multi-purpose feeder is not used in this application.
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CLEANING
SHOCK HAZARD: To avoid the risk of electrical shock
when cleaning the exterior of the printer, unplug the
power cord from the electrical outlet and disconnect
all cables from the printer before proceeding.
NOTE: Perform this task every few months
A. See Section 2.4, steps A – C for instructions on accessing the check
printer.
B. Cleaning Instructions:
1. Turn off the printer and then unplug the power cord.
2. Remove paper from the standard and optional paper trays.
3. Remove any dust, lint and pieces of paper in the printer and trays
using a soft brush or vacuum.
4. Wipe the outside of the printer with a damp, soft, lint-free cloth.
Do not use household cleaners or detergents as
they may damage the finish of the printer.
Make sure that all areas of the printer are dry
after cleaning.
5. Re-connect the power cord and then turn on the printer.
C. Push printer shelf back into position until it closes against the magnetic
latch.
D. Push the component cabinet back into position until it is latched in
place.
COMPONENT OPERATION – Headphone 78
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3.11 HEADPHONE JACK
OPERATION
If needed, plug your headphones (3.5mm connector) into the jack shown below.
Headphone Jack
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CHAPTER 4 - GENERAL CLEANING
Cleaning the kiosk housing and its peripherals routinely will help maintain its
appearance and allow it to operate at a cooler temperature.
SHOCK HAZARD: To avoid the risk of electrical shock
when cleaning the exterior of the printer, properly
shut-down the kiosk, unplug the power cord from the
electrical outlet and disconnect all cables from the
printer before proceeding.
NOTE: See Section 2.7 for instructions on properly shutting down the kiosk
OS and powering down the unit.
ANTIMICROBIAL PLASTIC ENCLOSURE
The plastic enclosure of the 10 Series kiosk is produced with an antimicrobial
additive that is incorporated into the surface and substrate of material. The
active ingredient is durable and will last for the lifetime of the product.
A soft, clean, lint-free cloth dampened with water may be used to clean the
kiosk enclosure. For heavier cleaning, use a mild detergent applied to a soft,
clean cloth. If necessary, vacuum the vent slots on the top of the kiosk to
keep clear of debris.
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TOUCHSCREEN DISPLAY
Clean the touchscreen display using a lint-free microfiber cloth. If cleaning
solution is used, always apply the solution to the cleaning cloth and never
spray directly onto the touchscreen display. Ensure that no cleaning
solution enters the display housing.
Acceptable Cleaning Solutions for the Touchscreen Display:
• Mild soap and water • USP green soap • Sodium hypochlorite solution (1:10 dilution of household chlorine
bleach in water) • Phenolic germicidal detergent (1% aqueous solution) • Cidex 2.4% Activated Glutaraldehyde Solution • Alcohol/Water solution including 90% concentrations • Steriplex • Novus 1 • Methyl or Ethyl alcohol • Ammonia solutions
Never Use these Cleaning Solutions on the Touchscreen Display
• Acid • Abrasives • Steel Wool • Sponge with abrasives • Steel blades
KIOSK COMPONENT CLEANING
See the individual section for each component for cleaning instructions.
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CHAPTER 5 – CONTACT INFORMATION
Source Technologies
Attn.: Inside Sales
4205B Westinghouse Commons Drive, Charlotte, NC 28273
800.922.8501 (Voice)
704.522.8579 (Fax)
www.sourcetech.com
TECHNICAL SUPPORT CONTACT PROCEDURE
Before contacting Technical Support, please gather the following information:
1. Kiosk serial number and REV. level
2. Contact name of person at the site
3. Street address where the kiosk is located
4. List of all symptoms the kiosk is exhibiting
Contact your company’s internal help desk and explain the nature of the problem. For
technical support, call: 1.800.922.8501
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APPENDIX A: AUDITCON 2 OPERATING INSTRUCTIONS
(MODELS 252 AND 552)
LOCK MODES A lock is shipped from the factory with default lock “setup” values and a pre-set pin for unlocking the lock. This is referred to as Factory Mode.
The lock is shipped with a default factory Super Master User Pin that can be set (i.e., changed) when the lock is in factory mode. Once the super master user pin is set, the super master user combination can be used to shelve the lock in the event that the master user combination is lost. WARNING: The setting of the super master user pin is optional, however, if you do
not set the Super Master User PIN before setting the Master User PIN, all Super Master User capabilities will be permanently lost.
The lock is removed from Factory Mode when the Master User PIN gets changed. The lock has two modes of operation: Independent Mode and Supervisory/ Subordinate Mode. Within each operation mode, two access modes are available: Single User access and Dual User access. In Single User access, only one combination is required to open the lock. In Dual User access, two combinations must be correctly and consecutively entered to open the lock.
• Independent Mode - To operate in Independent Mode, the Master User must first add Access Users. One (Single User access) or two (Dual User access) combinations are required to open the lock.
• Supervisory/Subordinate Mode (Super/Sub Mode) - To operate in Super/Sub Mode, the Master User must first add a Supervisor. Subordinate Users must then be added by and assigned to a Supervisor. A Supervisor must enable lock access for Subordinate User(s).
In Single User access, an enabled Subordinate User combination is required to open the lock. In Dual User access, two enabled Subordinate User combinations are required to open the lock. Once a Supervisor combination and the Supervisor ID are re-entered to disable lock access for the Subordinate User(s) assigned to that Supervisor ID, the Subordinate User combinations for that will no longer open the lock. To remove a lock from an operational mode, one can “shelve” the lock which places it in Shelved Mode. Most lock values are returned to the factory default.
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Personnel ClassificationsThere are five different classifications of lock personnel:• Master User - The Master User performs the initial lock setup activities and can
also shelve the lock. There is a maximum of one Master User per lock. TheMaster User combination will not open the lock.
• Access User - In Independent mode, a user added by the Master User. AnAccess User can open the lock.
• Supervisor - In Super/Sub mode, a user added by the Master User who has theability to add/delete Subordinate Users. The maximum number of Supervisorsper lock varies according to lock model. A Supervisor cannot open the lock.
• Subordinate User - In Super/Sub mode, a user who is added by and assignedto a Supervisor. Subordinates can open the lock when enabled by a Supervisor.
• Time Delay Override User - When Time Delay is set in a lock, designatedUsers (Access or Subordinate) become Time Delay Override Users.
User IDA User ID is a two-digit number that represents a user. In all models, User ID 00 is reservedfor the Master User. For a Model 252 lock, the User IDs available for assignment are 01through 20. For a Model 552, User IDs 01 through 99 are available for assignment. Alloperations performed by users require the entry of the User’s ID as the first two digits of thecombination. User IDs are assigned by the Master User or by a Supervisor.
In Super/Sub mode certain User IDs are reserved for Supervisors. For a Model 252 inSuper/Sub mode, User IDs 01 through 03 are reserved for a Supervisor. For a Model 552User IDs 01 through 05 are reserved for Supervisors.Certain User IDs are reserved for the ability to perform a Time Delay Override when TimeDelay has been set in the lock. For a Model 252 lock, User ID 20 can perform this action.For a Model 552, Users 90-99 have this ability.
Combination (User ID + PIN)A combination is eight digits long and consists of a User ID + a User PIN.
A User Personal Identifier Number (PIN) is six digits. A User PIN can be defined to anycombination of numbers. It can also be changed at a later time.
Caution: When selecting a PIN, do not use a birthday or other predictable data that couldgive a correlation between the user and the PIN.
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The following chart shows the activities that can be performed by each type of user.
Activity
Set Master User PIN (p.6) #1 ✓Set Operating Mode (p. 7) #2 ✓Set Time Delay (p.7) #5 ✓Toggle Sound On/Off (p.8) #9 ✓Change Reporting Capabilities (p.9) ##1 ✓Add Supervisors or Access Users (p.10) #3 ✓Add Subordinate Users (p. 10) #3 ✓Delete Supervisors or Access Users(p.10) #4 ✓Delete Subordinate Users (p.10) #4 ✓Enable/Disable Lock Access For N/A ✓ Subordinates (p.11)Change PIN (p.11) #1 ✓ ✓ ✓ ✓ ✓Unlock - Independent Mode (p.12) ✓ N/A N/AUnlock - Super/Sub Mode (p.12) N/A ✓Initiate Silent Duress Alarm (p.13) ✓ ✓Time Delay Override (p.13) ✓Shelve Lock (p.13) #2 ✓Set Lock Date* (p.14) #6 ✓Set Lock Time* (p. 14) #7 ✓Toggle Daylight Savings Time* (p.15) ##5 ✓ User 20 ✓Start Timed Lockout* (p.15) ##4 ✓ User 20 ✓Set Time Windows* (p.16) ##3 ✓Start Time Window Lockout* (p. 17) ##7 ✓ User 20 ✓Add Holiday* (p.18) ##6 ✓Delete Holiday* (p. 19) ##6 ✓Delete All Holidays* (p. 19) ##6 ✓Upload Data to Lock** (p.20) #8 ✓ ✓Download Data from Lock** (p.21) #8 ✓ ✓ ✓
* Available on Model 552 only ** Software Based Operations
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GETTING STARTED
Lock Operating Conventions• The power source for the Auditcon 2 Lock Series is PowerStarTM Technology.
With this technology an internal generator is used to create all necessary power.Important Note: The lock must be manually powered before each operationby briskly turning the dial back and forth .
• To clear a combination or keystroke, press the key.• After initiating a lock operation, if 40 seconds expire without input to the keypad,
the lock resets (powers down). You must then power the lock and re-key theentire operation.
• If the lock is powered but you have not started an operation, you are allotted thefull 40 seconds until the lock powers down to begin an operation.
• If the bolt is not retracted within 4-6 seconds after a valid opening combinationis accepted, the lock will “relock”.
• In Dual User access, you should not turn the dial or press between combina-tion entries.
Please note the following operational differences based on the type of bolt you haveinstalled:• Dead Bolt (Manual Locking) Technology:
There is a “HOME” position for the dial on the lock that is directly related to the manualretraction or extension of the bolt. In the “HOME” position, the lip of the dial will cover thered “open lock” indicator. The dial must be positioned here on a lock “Open’’ operationbefore you can successfully open the lock. The dial must be turned to the right (CW) toretract the bolt and unlock the lock. The dial must be turned to the left (CCW) to extendthe bolt and lock the lock. The lock may not open if more than a 5 lb. force is applied to theend or side of the bolt.The Dead Bolt versions of the Auditcon 2 Lock Series (Models 252 and 552 only) are EN1300 Class C certified when used with a VdS approved View Restrictor. When usedwithout an appropriate View Restrictor, these models are only certified as EN 1300 ClassB.When the duress alarm feature is used, these models are only certified as EN 1300Class B.
• Slide Bolt (Auto Locking) Technology:Once a combination has been entered and accepted, the lock bolt movement works inconjunction with the bolt works of the container. When the bolt works are disengaged toopen the container, the lock bolt will slide into the “unlocked” or retracted position. Oncethe bolt works are extended to the locked position, the lock bolt automatically slides intothe “locked” position. The lock will not open if force is applied to the end or side of the bolt.
Lock Responses• Two simultaneous green and red flashes G R display and two beeps
sound to indicate that the lock is powered. Beeps sound to indicate that there isenough power for the next operation to be performed. If no beeps sound, youmust power the lock by briskly turning the dial back and forth.
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• After each keystroke a green flash G is displayed. A beep will also sound if
sound is toggled “on”. If the lock does not respond, either the lock has powereddown or the key was not pressed properly.
• After each accepted step of an operation, simultaneous green and red flashes
G R display, prompting you to enter additional information for the next step of
the operation.• After you have completed all the steps of an operation, two simultaneous green
and red flashes G R display if the operation is successful. Three red flashes
R R R display if the operation is unsuccessful and you will need to re-key
the operation that caused the error.• If a valid combination or combinations are entered to open the lock, the lock will
respond as follows to indicate that the lock is ready to open:
Dead Bolt - 1 slow green flash G
Slide Bolt - Continuous green flashes G ... for approx. 5 seconds
• After five consecutive failed entry attempts (invalid combinations), the lock will
disable for three minutes. Slow red flashes R display approx. every 3-4
seconds during this period. Beeps will also sound if sound is toggled “on”.Any additional failed entry attempts (after the first five consecutive attempts)result in the lock disabling for three minutes after each failed entry attempt. Thecount of failed entry attempts accumulates even if the lock powers downbetween attempts.
• A timed lockout is indicated by a series of three red flashes R R R followed
by a short pause that continues as long as the lock is powered.• If the Battery Assist option is included on your lock and a 9 Volt Alkaline has
been installed for Battery Assist, the LEDs will continually flash throughout theduration of a Time Delay or Open Window period. The Battery Assist feature alsoprovides additional power for lengthy lock operations. There is not a battery lowindicator for Battery Assist. If the feature is not functioning properly, check thebattery.
Initial Lock OperationTo test successful installation of the lock before you begin lock setup, perform thefollowing operation.
WARNING: The container door should remain locked open until testing is complete.
To Unlock Using the Pre-Set PINYour lock has been shipped so that any valid User ID for the lock model (except“00”) followed by the factory pre-set PIN of “502550” will open the lock.
1. For a Dead Bolt, place the dial in the HOME position (i.e., the lip of the dial willcover the red “open lock” indicator.)
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2. Enter any valid two-digit User ID for the lock model (except “00”) followed by thepre-set PIN 502550 on the keypad. If the combination is entered successfully,the lock will respond as follows to indicate that the lock is ready to open:
Dead Bolt - 1 slow green flash G
Slide Bolt - Continuous green flashes G ... for approx. 5 seconds
3. For a Dead Bolt, dial right (clockwise) until the lock bolt is retracted and thenopen the container.
For a Slide Bolt, rotate the container handle while the green light is flash-
ing G ... to retract the bolt.
Practice opening the lock several times with the pre-set PIN before you set a newcombination.
To LockHow the lock and container are closed is dependent on the type of bolt you haveinstalled.
For a Dead Bolt, close the container and then secure the lock by dialing left(counter-clockwise) to extend the bolt.
For a Slide Bolt, close the container and rotate the handle to the locked position.
Lock SetupThe following activities need to be performed by the Master User to configure thelock for operations when the lock is in Factory Mode or has been Shelved.
1. Set Master User PIN (p.6)
2. Set lock date & time (Model 552 only - p.14)
3. Set lock operating mode and assign lock ID for reporting purposes (p.7)
4. Add user(s) for Time Delay Override & Change PIN(s) (Optional - p.10 & p.11)
5. Set Time Delay (Optional - p.7)
6. Toggle sound off (Optional - p.8)
7. Change reporting capabilities for lock personnel (Optional - p.9)
Set Master User PIN
Note: The default PIN assigned to the Master User is “120943”. The Master Usermust change this default PIN before any lock operations can be performed.
Once you have successfully opened the lock using the factory PIN, the Master Usermust change the default Master User PIN by completing the following steps:
1. Press # and then 1. G R
2. Enter the two-digit Master ID 00 followed by the default Master User PIN
120943. G R
3. Enter the two-digit Master ID 00 followed by the new Master User PIN. G R
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4. Enter the two-digit Master ID 00 followed by the new Master User PIN again for
verification. G R G R
5. Record the new PIN and store it in a secure place.
Note: Once the Master User PIN has been set, the factory combinations (User ID + PINof “502550”) will no longer open the lock. In addition, the Master User PIN cannot bechanged back to the default PIN of “120943”. The lock is now operating in Indepen-dent mode with Single User access.
Set Operating Mode and Assign Lock IDWhen you change the operating mode, the lock will also prompt you to enter a two-digit number (01-99) that will identify the lock in the audit report. This lock ID assign-ment is optional. If you do not want to assign an ID to the lock, you can enter “00” atthe prompt for the Lock ID.
1. Press # and then 2. G R
2. Enter the Master User combination. G R
3. Enter 01 for Single User access or 02 for Dual User access. G R
4. Enter 01 or 02 again to verify the access type. G R
5. Enter 01 for Independent mode or 02 for Super/Sub mode. G R
6. Enter 01 or 02 again to verify the mode. G R
7. Enter a two-digit number (01-99) for the lock ID. If you do not want to assign a
lock ID, enter 00. G R
8. If you entered a number other than “00” for lock ID, enter the number again for
verification. G R G R
Set Time Delay and Delayed Opening WindowThis operation allows the Master User to define a time delay period for opening ofthe lock as well as a delayed opening window. The Master User can specify a timedelay of 01-99 minutes. The time delay begins as soon as a single valid combinationis entered. While powered, the lock will display two red flashes approximately everyfour seconds for the duration of the time delay.
After the specified delay period has expired, you will have 01-20 minutes (theduration of this delayed opening window is user-defined) in which to re-enter thevalid combination. During this 01-20 minute window, the lock will display two greenflashes, each accompanied by a beep, every four seconds as long as it remainspowered. If the lock powers down and you attempt to re-power it during this window,the lock will act the same as it did at the beginning of the delayed opening window.If the valid combination is not entered within the window, the lock will not open. Avalid combination entered after the delayed opening window has expired will simplycause another time delay period to begin.
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The default time delay is zero (i.e., the lock can be opened immediately after thecombination requirements are met).
Note: The time delay settings can be changed at any time. A change in delayedopening will not take effect until after the next opening.
Caution: When Time Delay is set in a lock, designated Users (Access or Subordinate)become Time Delay Override Users. Users who have the ability to override TimeDelay cannot open the lock or be added to the lock once a Time Delay value hasbeen defined in the lock.
1. Press # and then 5. G R
2. Enter the Master User combination. G R
3. Enter the number of minutes (01-99) you want to delay the lock opening. G R
Note: To disable time delay, enter “00” for the previous step.
4. Enter the desired time delay again for verification. G R
5. Enter the number of minutes (01-20) for the delayed opening window (i.e., thenumber of minutes in which the user must enter a valid combination after the
delay period has expired). G R
6. Enter the number of minutes for the delayed opening window again for verifica-
tion. G R G R
Toggle Sound On/OffThe Master User can toggle the sound “on” or “off”. If “on”, one beep sounds eachtime the lock LED flashes.
Note: The default value for the lock sound is “on”. This toggle can be changed at any timeexcept when the lock is in shelved mode, when the lock is disabled, or during a timedelay.
1. Press # and then 9. G R
2. Enter the Master User combination. G R G R
Note: Some beeps will always sound regardless of whether the sound is toggled “on” or“off”. They are as follows: beeps to indicate lock is powered, beeps that soundduring the open window after a time delay, beep that accompanies the Clear ( )key, beep that sounds between combination entry for Dual access.
Note: If you have completed an operation but the lock has powered down, two simulta-neous green and red flashes will display but no beeps will sound.
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Change Reporting CapabilitiesThe default reporting mode of the lock enables all lock personnel (Master User,Access Users, Supervisors and Subordinate Users) to retrieve audit records or toretrieve User information. However, the Master User can limit the reporting capabili-ties, as shown in the following chart, depending on the lock model.
Lock Enter 01 to Allow Enter 02 to LimitModel Reporting Capabilities for Reporting Capabilities to
252 All lock personnel User IDs 00-03 only 552 All lock personnel User IDs 00-05 only
To change the reporting capabilities of lock personnel, complete the following steps:
1. Press #, # and then 1. G R
2. Enter the Master User combination. G R
3. Enter 01 to enable all lock personnel to retrieve reporting information from thelock or enter 02 to allow only certain User IDs (see above chart) to retrieve
reporting information. G R
4. Enter the two-digit number you entered in Step 3 again for verification. G R
G R
Lock Startup OperationsWith the lock set up, you are now ready for startup operations. The following opera-tions should be performed to enable full capabilities of the lock. The instructions forperforming these operations are located in the Lock Operations section of themanual.
Master User
1. Add Supervisor(s) or Access User(s) to the lock (p. 9)
Note: To add Supervisors, the lock must be operating in Super/Sub mode.
Supervisor(s)1. Change default PIN (p. 10)
2. Add Subordinate User(s) to the lock (p. 9)
3. Enable lock access for assigned Subordinate User(s) (p. 10)
Subordinate or Access User(s)1. Change default user PIN (p. 9)
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LOCK OPERATIONS
Operations found in this section are those that can be completed as needed in thecourse of normal lock operation after the lock has been set up.
The following table denotes some of the storage differences and user limitations inlock models.
Model Maximum # of Reserved # of AuditLock Users* Supervisor IDs Records Stored
252 20 01-03 100552 99 01-05 400
* In the table above, “Lock Users” refers to Supervisors and all other Users except for theMaster User.
Standard Operations - Models 252 & 552
Add Supervisor(s) or User(s)The Master User can add an Access User to the lock in Independent mode or canadd a Supervisor to the lock in Super/Sub mode. A Supervisor can add a Subordi-nate User to the lock in Super/Sub mode. Subordinate Users will be assigned to theSupervisor who added them.
Note: When Time Delay has been defined in the lock, certain User IDs are designated forTime Delay Override. For a Model 252 lock, User ID 20 can perform this action.For a Model 552, Users 90-99 have this ability.
Caution: Keep in mind when adding users to the lock that a Supervisor cannot open thelock in Super/Sub Mode and a user that has been added to perform Time DelayOverride cannot open the lock when a Time Delay has been set in the lock.
1. Press # and then 3. G R
2. Enter the Master User combination or Supervisor combination. G R
3. Enter the new Supervisor or User ID. G R
4. Enter the new Supervisor or User ID again for verification. G R
5. If additional Supervisors or Users are to be added, repeat Steps 3-4 until allSupervisors/Users have been added.
6. Enter 00 to end operation. G R G R
Note: The default PIN assigned to a new User or Supervisor ID is “502550”. A usermust change this default PIN before any lock operations can be performed.Refer to the “Change PIN” section for instructions on changing a User PIN.
Delete Supervisor(s) or User(s)
Note: A User can only be deleted by the person who created the User (i.e., the MasterUser or the Supervisor). If a Supervisor is deleted, all Subordinate Users added bythat Supervisor will automatically be deleted.
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1. Press # and then 4. G R
2. Enter the Master User combination or the Supervisor combination. G R
3. Enter the Supervisor ID or User ID to be deleted. G R
4. Enter the Supervisor ID or User ID to be deleted again for verification. G R
5. If additional Supervisors or Users are to be deleted, repeat Steps 3-4 until allSupervisors/Users have been deleted.
6. Enter 00 to end operation. G R G R
Enable/Disable Lock Access For SubordinatesA Supervisor must complete the following steps to enable/disable lock access forSubordinate User combination(s):
1. Enter a valid Supervisor combination. G R
2. Enter the two-digit Supervisor ID of the Supervisor to whom the SubordinateUsers you want to enable/disable are assigned. For example, if the SubordinateUsers you want to enable/disable are assigned to Supervisor ID “02”, you would
enter “02” to enable/disable this group of Subordinate Users. G R
3. Enter the two-digit Supervisor ID you entered in Step 2 again for verification.
If you are enabling lock access, three slow green flashes G G G display
followed by two simultaneous green and red flashes G R G R . Any valid
Subordinate User combination(s) assigned to the Supervisor ID can be enteredat any time to open the lock.If you are disabling lock access, two simultaneous green and red flashes
G R G R display. The Subordinate combination(s) assigned to the
Supervisor ID can no longer open the lock until lock access is again enabled bya Supervisor.
Change PINA user (Master, Supervisor, Access User, Subordinate User, or Time Delay OverrideUser) PIN can be changed at any time (however, a User ID can never be changed.)
Caution: Before changing a PIN, open the container door to allow testing with the new PIN.
1. Press # and then 1. G R
2. Enter the combination (User ID + PIN) of the user for which the PIN is to be
changed. G R
Note: The default PIN for a Supervisor, Access User, or Subordinate User is“502550”. The Master User PIN cannot be changed back to the default PIN of“120943”.
3. Enter the new combination (User ID + PIN) for the user. G R
4. Enter the new combination (User ID + PIN) for the user again for verification.
G R G R
5. Record the new PIN and store it in a secure place.
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To Unlock1. For a Dead Bolt, place dial in the HOME position.
2. Enter a valid opening combination. If operating in Single User access and thecombination is entered successfully, the lock indicates that it is ready to open bydisplaying the following:
Dead Bolt - 1 slow green flash G
Slide Bolt - Continuous green flashes G ... for approx. 5 seconds
If operating in Dual User access, simultaneous green and red flashes G R
display.
3. For Dual User access, enter the second valid combination. If the combination isentered successfully, the lock indicates that it is ready to open by displaying thefollowing:
Dead Bolt - 1 slow green flash G
Slide Bolt - Continuous green flashes G ... for approx. 5 seconds
4. For a Dead Bolt, dial right (clockwise) until the lock bolt is retracted. For a SlideBolt, rotate the container handle to unlock.
To Unlock with Time Delay Set
Note: A change in delayed opening will not take effect until the next opening.
1. For a Dead Bolt, position the lock dial to the HOME position.
2. Enter a valid opening combination. Wait for the time delay to expire. (Whilepowered, the lock will display two red flashes approximately every four secondsfor the duration of the delay. There may be a short pause before the flashesstart.)
Note: If you have a Time Delay Display unit (P/N 307025) installed, the display unit willcount down to the end of the time delay period and will count up to the end of thewindow period.
If the lock is powered when the time delay has expired, the lock will begin todisplay two green flashes, each accompanied by a beep, every four seconds.This indicates that the delayed opening window has begun.
3. When the delayed opening window has begun, power the lock and re-enter thesame combination.
If operating in Single User access and the combination is entered successfully,the lock indicates that it is ready to open by displaying the following:
Dead Bolt - 1 slow green flash G
Slide Bolt - Continuous green flashes G ... for approx. 5 seconds
If operating in Dual User access, simultaneous green and red flashes
G R display.
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4. For Dual User access, enter the second valid combination. If the combination isentered successfully, the lock indicates that it is ready to open by displaying thefollowing:
Dead Bolt - 1 slow green flash G
Slide Bolt - Continuous green flashes G ... for approx. 5 seconds
5. For a Dead Bolt , dial right (clockwise) until the lock bolt is retracted. For a SlideBolt, rotate the container handle to unlock.
Note: The lock will not accept any # keypad commands during a delayed opening. If youattempt to enter a combination other than that of a TIme Delay Override User duringa time delay period, the LED will display three red flashes to indicate an error.
To Initiate Silent Duress AlarmThis operation is only available if the silent duress alarm feature is installed on yourlock and you have purchased and installed an Alarm Interface Kit (P/N 301040).
The silent duress combination is created by taking your existing combination andadding 10 to the last two digits of the PIN. For example, if the PIN is “526674”,entering “526684” will activate the silent duress alarm. If the PIN is “526694”,entering “526604” will activate the alarm. In this case note that “9” becomes “0” andthat the “6” remains unchanged (i.e., no digits are carried over and added to the “6”).
The silent duress alarm is activated and normal lock operation continues.
Time Delay OverrideThis feature enables certain users to override a Time Delay while a lock is in a TimeDelay. User 20 can override the Time Delay in the Model 252. Users 90-99 canoverride the Time Delay in the Model 552. Once the user’s override combination isentered, the Time Delay will end and the delayed Opening Window will begin. Userswho have the ability to override Time Delay cannot open the lock after doing so.Only the user who initiated the Time Delay can then open the lock. If operating inDual Access Mode, the user who started the delay and one other valid user (otherthan the user who performed the override) can open the lock.
Note: Users who have the ability to override Time Delay cannot open the lock or beadded to the lock once a Time Delay value has been defined in the lock.
To LockFor a Dead Bolt, close the container and then secure the lock by dialing left(counter-clockwise) to extend the bolt.
For a Slide Bolt, close the container and rotate the handle to the locked position.
Shelve LockTo remove a lock from an operational mode, you can “shelve” the lock. This opera-tion places the lock in Shelved Mode where most lock information is returned to thefactory default settings. The only information retained from the operational mode isthe audit information, the time delay setting, and holidays (if defined.) If a Time Delaysetting he time delay will then reset to the factory default of “0” after an unlockoperation has been performed.
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1. Press # and then 2. G R
2. Enter the Master User combination. G R
3. Enter 08. G R
4. Enter 08 again for verification. G R G R
Note: A green flash G followed by three red flashes R R R indicates that the lock
does not have enough power to perform the shelving operation.
The lock will now open by entering any valid User ID for the lock model (except “00”)followed by 502550. You should test the opening of the lock with this combination.
Deluxe Operations - Model 552 OnlyThis section covers those features which are only offered in the Model 552 lock.
Note: The operations for “Set Lock Date” and “Set Lock Time” must be performedbefore initiating any other deluxe time related operations.
Set Lock Date
1. Press # and then 6. G R
2. Enter the Master User Combination. G R
3. Enter the two-digit number that represents the year (e.g., enter “05” for 2005).
G R
4. Enter the two-digit number that represents the year again for verification. G R
5. Enter the two-digit number that represents the month (e.g., enter “01” for
January). G R
6. Enter the two-digit number that represents the month again for verification.
G R
7. Enter the two-digit number that represents the day of the month (e.g., enter “31”
for the 31st day of the month). G R
8. Enter the two-digit number that represents the day of the month again for
verification. G R G R
Set Lock Time
1. Press # and then 7. G R
2. Enter the Master User Combination. G R
3. Enter the two-digit number that represents the hour (00-23). G R
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4. Enter the two-digit number that represents the hour again for verification. G R
5. Enter the two-digit number that represents the minute(s) (00-59). G R
6. Enter the two-digit number that represents the minute(s) again for verification.
G R G R
Note: It is recommended that you reset the time periodically in the Model 552 lock asthere may be some drifting in the lock clock, up to 15 minutes per year.
Toggle Daylight Savings TimeThis feature enables the Master User, User 20, or any Supervisor (if operating inSuper/Sub mode) to “toggle” the Daylight Savings Time (DST) setting, moving theclock ahead one hour or back by one hour.
1. Press #, # and then 5. G R
2. Enter the Master User, User 20 or Supervisor Combination. G R The clock in
the lock will be set ahead one hour or back one hour depending on what theprevious DST setting was.
4 long green flashes G G G G = Moved ahead 1 hour
2 long green flashes G G = Moved back 1 hour
Note: This operation will generate an error if changing the clock for DST also requires adate change. The error will be indicated by 3 red flashes.
Start Timed LockoutThis feature enables the the Master User, User 20, or any Supervisor (if operating inSuper/Sub mode) to disable lock access for 1 hour to 255 hours. During this time,the lock will not accept any keystrokes.
Warning: You cannot override a timed lockout once you start it. This operation shouldonly be performed by authorized personnel for weekends or extended holidays.
To start an extended time lockout, complete the following steps:
1. Press #, # and then 4. G R
2. Enter the Master User, User 20, or Supervisor Combination. G R
3. Enter the three-digit number (001-255) that represents the number of hours for
which you would like the lock to be disabled, followed by the # key. G R
4. Enter the number of hours for verification, again followed by the # key. G R
G R
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Set Time Windows** Battery Assist Recommended
This feature enables the Master User to define time windows for access to the lock. Aday/window code is required to identify the specific window being set. The followingtable describes the day/window codes to be used when setting Time Windows.
Day/Window Code
01 All Days First Window
02 Second Window
11 Sunday First Window
12 Second Window
21 Monday First Window
22 Second Window
31 Tuesday First Window
32 Second Window
41 Wednesday First Window
42 Second Window
51 Thursday First Window
52 Second Window
61 Friday First Window
62 Second Window
71 Saturday First Window
72 Second Window
Note: Time Windows can also be set at the PC, using the Auditcon 2 SeriesSoftware program, and then uploaded to the lock using an SA key. See“Upload Data to Lock”.
Note: There can be some drifting in the lock clocks in the Model 552 locks, up to 15minutes per year. Because of this possible variance, there should be minorallowances made in both the starting time and the ending time when setting timewindows.
1. Press #, # and then 3. G R
2. Enter the Master User Combination. G R
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3. Enter the two-digit number that represents the day/window code for the Time
Window to be set. G R
4. Enter the two-digit number that represents the day/window code again for
verification. G R
5. Enter the two-digit number that represents the starting hour (00-23) for the Time
Window. G R
6. Enter the two-digit number that represents the starting hour again for verifica-
tion. G R
7. Enter the two-digit number that represents the starting minute (00-59) within the
hour for the Time Window. G R
8. Enter the two-digit number that represents the starting minute within the hour
again for verification. G R
9. Enter the two-digit number that represents the ending hour (00-23) for the Time
Window. G R
10. Enter the two-digit number that represents the ending hour again for verification.
G R
11. Enter the two-digit number that represents the ending minute (00-59) within the
hour for the Time Window. G R
12. Enter the two-digit number that represents the ending minute within the hour
again for verification. G R G R
Caution: When setting time windows for a specific day/window code at the lock, both thefirst and second window for that day/window code must be set. If you are notactually using the second time window, set it to the same time period as the firsttime window for the day/window code. If only one time window is set for a day/window code, the second window will override the first window with the default of 24hour a day access.
Start Time Window LockoutThis feature enables the the Master User, User 20, or any Supervisor (if operating inSuper/Sub mode) to disable lock access for the current open time window. Access tolock entry will remain disabled until the time of the next open time window asdefined by the Time Windows function. The lock will not open during this time but itwill accept keystrokes and will start a time delay for opening the lock. If the end of thedelay falls in the next open time window, the lock can be opened at that time.
To start Time Window Lockout, complete the following steps:
1. Press #, # and then 7. G R
2. Enter the Master User, User 20, or Supervisor Combination. G R G R
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Add Holiday** Battery Assist Required
This feature enables the Master User to define up to 20 annual holidays in the lock.A two-digit holiday code (01-20) is used to identify a specific holiday. Each holidayentry is defined by a month, day, and a holiday exception time window.
Caution: You should not add two different holiday codes for the same calendar date. Eachholiday definition should be unique in regard to the date.
An exception time window allows a period during the holiday when the lock can beaccessed by a valid user. If access time windows are defined for the lock, the holidayexception time window must fall within the defined time windows in order for accessto be granted. If the holiday exception time window or a portion of the exceptionwindow falls outside of the access time windows, access will not be granted duringthat time. If an exception window is set to all 0’s, then there will be no lock accessallowed for the holiday.
Note: There can be some drifting in the lock clocks in the Model 552 locks, up to 15minutes per year. Because of this possible variance, there should be minorallowances made in both the starting time and the ending time when setting aholiday exception time window.
1. Press #, # and then 6. G R
2. Enter the Master User Combination. G R
3. Enter the two-digit number (01-20) that represents the holiday code for the
Holiday to be set. G R
Caution: Do not enter a value of “00” for the holiday code as it will cause all holidays to bedeleted. See the “Delete All Holidays” operation on the following page.
4. Enter the two-digit holiday code (01-20) again for verification. G R
5. Enter the two-digit number that represents the month (e.g., enter “01” for
January). G R
6. Enter the two-digit number that represents the month again for verification.
G R
7. Enter the two-digit number that represents the day of the month (e.g., enter “31”
for the 31st day of the month). G R
8. Enter the two-digit number that represents the day of the month again for
verification. G R
9. Enter the two-digit number that represents the starting hour (00-23) for the
Holiday Exception Time Window. G R
10. Enter the two-digit number that represents the starting hour again for verifica-
tion. G R
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11. Enter the two-digit number that represents the starting minute (00-59) within the
hour for the Holiday Exception Time Window. G R
12. Enter the two-digit number that represents the starting minute within the hour
again for verification. G R
13. Enter the two-digit number that represents the ending hour (00-23) for the
Holiday Exception Time Window. G R
14. Enter the two-digit number that represents the ending hour again for verification.
G R
15. Enter the two-digit number that represents the ending minute (00-59) within the
hour for the Holiday Exception Time Window. G R
16. Enter the two-digit number that represents the ending minute within the hour
again for verification. G R G R
Delete HolidayThis feature enables the Master User to delete a single holiday that has previouslybeen added to the lock. A two-digit holiday code (01-20) is used to identify a specificholiday. Each holiday entry is defined by a month, day, and a holiday exception timewindow.
1. Press #, # and then 6. G R
2. Enter the Master User Combination. G R
3. Enter the two-digit number that represents the holiday code for the Holiday to be
deleted. G R
4. Enter the two-digit holiday code again for verification. G R
5. Enter the “00” to delete the specified holiday. G R
6. Enter the “00” to confirm deletion of the specified holiday. G R
Delete All HolidaysThis feature enables the Master User to delete all holidays that are currently definedin the lock.
1. Press #, # and then 6. G R
2. Enter the Master User Combination. G R
3. Enter “00” to delete all holidays. G R
4. Enter “00” to confirm deletion of all holidays. G R
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SOFTWARE BASED LOCK OPERATIONS
Upload Data to LockAs an alternative to defining setup data and user data manually at the lock, certaintypes of data can be defined at the PC using the Auditcon 2 Series Software and theinformation can then be uploaded (transferred) to the lock via a Smart Key.
Program LockIf you choose the “Program the Lock” menu option from the Auditcon 2 Series PCsoftware, you can define the following data in an Auditcon 2 lock:
• Lock ID• Access Mode• Lock Mode• Sound ON/OFF• Reporting Capabilities• Delay Time and Delayed Opening Window• Users
Note: The Program Lock operation requires a red SA key that has been properlyprepared at the PC using the Auditcon 2 Series Software.
If you are programming a Model 552 lock, you can also set the Date & Time in thelock and define Time Windows.
Note: If you choose to set the time in the lock using the software, the operation requires ateal colored B key (P/N 202023), prepared at the PC using the Auditcon 2 SeriesSoftware, rather than a red SA key.
To program the lock, complete the following steps:
1. Press # and then 8. G R
2. Enter the Master User combination. Short red flashes begin to display. From thetime these flashes begin, you have 10 seconds to properly place and hold theprepared Smart Key (SA or B key) to the lock key reader. If you do not properlyhold the key to the lock key reader within the 10 second period, short redflashes followed by three long red flashes display to indicate an error and youwill need to re-key the operation. If the Smart Key has not been properlyinitialized, three long red flashes display.
Helpful Hint: For Round housing lock models, press down on the top of the key with yourthumb, holding the key at an angle against the key reader to ensure that the keymakes proper contact with the key reader. For Vertical housing lock models, pressand hold the key directly against the key reader.
3. Ensure that the key remains connected to the key reader until the lock hascompleted the upload. Upon completion, simultaneous green and redflashes display.
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Add/Delete UsersAs an alternative to manually adding and deleting users at the lock, they can beadded to and deleted from the system at the PC using the Auditcon 2 SeriesSoftware. The user data can then be transferred to the lock via a Smart Key.
Note: The Add/Delete Users operation requires an SA key that has been properlyprepared at the PC using the Auditcon 2 Series Software.
The process for adding and deleting user information is the same as that forprogramming the lock. (The only difference is that the SA key has been initialized toadd and delete users rather than program the lock.) To Add/Delete Users, performSteps 1-3 in the previous “Program Lock” section.
Important Note: If the SA Key has been initialized to add Subordinate Users, the combina-tion for the the Supervisor to whom the Subordinates are assigned must be enteredto perform the “upload data” operation rather than the Master User combination.
Upload Time Windows (Model 552 Only)
As an alternative to manually defining Time Windows in a Model 552 lock, they canbe defined at the PC using the Auditcon 2 Series Software and then uploaded to thelock via a Smart Key.
Note: The Upload Time Windows operation requires an SA key that has been properlyprepared at the PC using the Auditcon 2 Series Software.
The process for uploading Time Windows is the same as that for programming thelock. (The only difference is that the SA key has been initialized to upload TimeWindows rather than program the lock.) To Upload Time Windows, perform Steps 1-3in the previous “Program Lock” section.
Download Data from LockThere are two types of data that can be “downloaded” (retrieved) from the Auditcon 2Series locks.
Note: Data cannot be retrieved from the lock when in factory or shelved mode.
Retrieve Audit RecordsThe lock’s audit feature will track the following types of lock transactions in sequen-tial order of occurrence:
• lock opened• Users added/deleted• Supervisor enable/disable Subordinate User(s)• PIN activated/changed• wrong try lock out• in Dual access mode, first combination entered• lock date/time set (Model 552 only)• lock shelved
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• lock mode changed• audit report retrieved• time delay override• beginning of timed lockout
For a Model 552 lock, each transaction will include a date and time stamp. Thenumber of audit records stored by the lock varies according to lock model. Refer tothe Lock Models table at the top of page 9 for detailed information. If you havepurchased the Auditcon 2 Series Software, the audit trail data stored in the lock canbe downloaded from the lock and taken to the PC for reporting.
Note: The retrieve audit records operation requires a red SA key that has been initializedusing the PC software to retrieve audit records.
1. Press # and then 8. G R
2. Enter the combination. Short red flashes begin to display. From the time theseflashes begin, you have 10 seconds to properly place and hold the initializedSA key to the lock key reader. If you do not properly hold the key to the lock keyreader within the 10 second period, short red flashes followed by three long redflashes display to indicate an error and you will need to re-key the operation. Ifthe SA key has not been properly initialized, three long red flashes display.
Helpful Hint: For Round housing lock models, press down on the top of the key with yourthumb, holding the key at an angle against the key reader to ensure that the keymakes proper contact with the key reader. For Vertical housing lock models, pressand hold the key directly against the key reader.
3. Ensure that the key remains connected to the key reader until the lock hascompleted downloading the reporting data. Upon completion, simultaneousgreen and red flashes display indicating that the audit data download iscomplete.
4. If you have purchased the PC software for reporting capabilities, return the keyto the Auditcon PC to be read. Refer to the software documentation for instruc-tions on reading the reporting key.
Retrieve User TableThe lock’s User information reporting feature will list the following information for allUsers except the Master User:• All current User IDs (those that currently exist in the lock)• User ID of the Supervisor (in Super/Sub mode) who created the User
Note: The retrieve User information operation requires an SA key that has been initializedusing the PC software to retrieve User information.
The process for retrieving User Table information is the same as that for retrievingaudit information (The only difference is that the SA key has been initialized toretrieve User Table information rather than Audit information). To retrieve User Tableinformation, perform Steps 1-4 in the previous “Retrieve Audit Records” section.
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Notice: Information in this document is subject to change without notice. Kaba Mas shall not be liablefor technical or editorial errors or omissions contained herein; nor for incidental or consequentialdamages resulting from the furnishing, performance or use of this material.
© 2005-2008 Kaba Mas Corporation. All rights reserved.
PowerStar Technology, Auditcon, and Smart Key are registered trademarks of Kaba Mas LLC in theUnited States and/or other countries.
This product is covered by one or more of the following U.S. patents:
4,803,860 5,170,431 5,265,452 5,271,253 5,410,301 5,451,934 5,488,358 5,488,660
5,493,279 5,511,401 5,590,917 5,592,838 5,709,114 5,774,058 5,774,059 5,870,914
5,873,276 5,881,589 5,893,283 5,896,026 D366,822 D388,308 D388,309
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