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Q-Win Q Users Guide PDF
Q-Win Q Users Guide PDF
Q-Win Q Users Guide PDF
Information in this document is subject to change without notice and does not represent a
commitment on the part of Q-MATIC SWEDEN AB.
All efforts have been made to ensure the accuracy of the Q-Win User's Guide, but Q-Matic
can not assume any responsibility for any errors or their consequences. Should you detect
any errors, we should very much appreciate it if you would inform us accordingly.
This Q-Win User's Guide, the accompanying software and documentation are copyrighted
and all rights are reserved.
Reproduction of any part of this User's Guide, in any form, is prohibited unless previous written
permission is given by Q-Matic.
All other company and product names are trademarks or registered trademarks of their
respective owners.
Contents
Welcome to Q-Win
We thank you for choosing the Q-Win Queue Management System. You have made the right
choice.
Q-Matic has already installed thousands of Queue Management Systems in more than 80
countries around the world.
Every year the company makes substantial investments in innovation and product develop-
ment and is today one of the leading manufacturers in its field.
The Q-Win System (“Q-Win” or “the System” for short) is a very sophisticated and flexible
Queue Management tool which operates in a Microsoft Windows environment and makes
use of all the powerful resources available in a PC.
Q-Win was developed in compliance with Microsoft Windows standards and we assume that
you are familiar with this operating system. If you want to refresh your memory, we suggest
that you read the Microsoft Windows Manual.
This User’s Guide is designed to help end users of the System. It covers the topics and menus
that are important for daily use.
Q-Master System
Q-Matic offers a smaller stand-alone system called Q-Master. The Q-Master System does
not need any PC since the Ticket Printer is equipped with a microprocessor and all software
required to run a System. A PC with Q-Win can be connected to the Q-Master. The PC is
used to program the Q-Master System, to print Reports and to show Management
Information. For further information, please contact your Q-Matic Partner.
The Q-Win System consists of two modules; the System Manager and the System Server.
The System Manager handles the information on the screen. It is possible to connect more
than one System Manager to a Q-Win System. The Q-Win System Manager can be connected
to a Q-Win or a Q-Master System.
The System Server handles the hardware components. There can be only one System Server
in each Q-Win System.
Q-Win Server
The Q-Win Server is the PC which runs the Q-Win System Server program module. It handles
all the communication between the different components in the Q-Win System.
All the activities of each individual customer are stored on the hard disk. This data can be
retrieved and evaluated as graphs and/or printed Statistics Reports.
Ticket Printer
The Tickets are produced in the Ticket Printer. There are one or more Ticket Buttons on the
Ticket Printer. Each Ticket Button represents a type of service. When a Ticket Button is
pushed, a Ticket is issued. The Ticket Number identifies the order in which the customers will
be served.
There is a Terminal at each Work Station (the place where the customer is served). From this
Terminal, the next customer is called.
Main Display
The Main Display is located in the waiting area and displays the next Ticket Number to be
served together with the Work Station Number where the Transaction will take place.
There is a Work Station Display at each Work Station, displaying the next Ticket Number called
to the Work Station. The Display flashes for a set period of time, enabling the customer to
find his Work Station more easily.
Information Display
Information Displays inform customers and/or staff of the Estimated Waiting Time, the
number of customers waiting or other types of information which could be important to
customers or staff.
Alarm Display
Alarm Displays are placed where they will be visible to the supervisor and/or staff. The Display
sounds an alarm when certain levels or set objectives are reached and immediate action is
required.
Statistics Printer
The Statistics Printer which is connected to the Q-Win Server will automatically furnish
statistical information at the end of each day of operation or whenever requested.
Power
The System is powered from a standard 220, 240, 115 or 110 VAC grounded wall outlet.
The operating voltage is 24 VDC. If there is a power failure, statistical information is not lost.
Data is updated and saved regularly.
Q-Win Interface
The Q-Win interface must be connected between the PC and the rest of the System. Q-Win
does not run without a connected and powered Q-Win Interface.
A Q-Win Interface used to connect the Q-Win System Manager to a Q-Win or Q-Master
System.
Additional Options
The Q-Win System offers many additional options such as card readers, touch screen monitors
and loudspeakers. You can connect TV monitors to the System for information and
promotions. You can network and you can exchange information with most databases.
A modem can be connected to the Q-Win System allowing, for example the Head office to
exchange information and retrieve statistical information from branch offices.
New features or equipment can easily be connected to an existing System. The flexibility is
almost endless. Ask your Q-Matic Partner for further information.
Options
The options are not included in the standard version of Q-Win. Please contact your Q-Matic
Partner if you want more information about the options.
Q-CALENDAR
Q-Calendar lets you register appointments with individual staff members or staff sections.
I will notify the staff member when the customer has arrived. Q-Calendar informs the staff
member the nature of the visit.
Q-CLIENT
Building and keeping good customer relationships is more important today than it has ever
been. The key is having instant and complete access to customer information at the point
of service. The Q-Client is the Customer Relationship Management tool that brings it all
together at the click of a mouse.
Q-MAIL
Nowadays hardly any of us can get by without e-mail. We use it for all sorts of transactions;
business and social. Q-Win uses e-mail too. With the Q-Mail option you can get things done
faster that would take a long time to accomplish or would be impossible using ordinary e-
mail.
Q-NET
Let’s just assume that you have 10 or 15 windows for serving customers using the Q-Win
Management System. Or better still, let’s say you have 20 branch offices, each one with 10-
15 windows. Co-ordination is needed, and to co-ordinate, you have to communicate – back
and forth. Management needs to know the situation out and in the front office and those
out front need to be informed when they are to be assigned new duties.
Q-PAGER
Doctors have pagers, managers have pagers, engineers have pagers. Lots of people need
pagers – need to be reached at any time. Office managers do not usually have pagers. But
imagine the advantages you get by having a pager connected to the Q-Win System! And
not only you but your entire staff. Any number of people can be issued pagers and connected
to the Q-Win System. And a Q-Pager can reach out to you regardless of where you are in
the building, whenever you are needed.
Q-STAFF
With Q-Win installed, it is a simple matter to create basic staff schedules for a day, a week
or a month. And it is easy to update and alter them whenever the need arises. But scheduling
should never be done haphazardly. You need information in order to create the best, most
economical staff schedule and with the Q-Staff option, the data you need is right at your
fingertips.
Q-VOICE
Hearing a message in combination with seeing it increases the impact of the message. It adds
a human dimension to the system and helps to make sure the message is understood. With
the Q-Voice option installed, pre-recorded messages can be played to give waiting customers
the information they need to take care of their business promptly and efficiently.
Q-WEB
The Q-Web server makes information about your company and waiting times available to
anyone with an Internet browser via the World Wide Web. No special Q-Win software is
needed by Internet users to obtain the information.
There are three ways to connect Q-Win to the Queue Management System. It can be used
as the Q-Win Server controlling the System or as Q-Win System Manager connected to a
System controlled by a Q-Master or a PC with Q-Win.
One PC with Q-Win controls the System and is used to show Management Information, print
Reports and edit Tickets. If Q-Win stops running, the whole System stops and no Tickets can
be taken or customers served.
Hardware
components
One PC with Q-Win controls the System. Another PC with the Q-Win System Manager is
connected to the same System. The Q-Win System Manager PC is used to show Management
Information, print Reports and edit Tickets. The Q-Win System Manager PC is not needed
to run the System so it can be turned on and off when the System is running.
Hardware
components
Q-Win Slave
Q-Win System Manager
Interface
A Q-Master Ticket Printer controls the System. A PC with the Q-Win System Manager is
connected to the same System. The PC is used to show Management Information, print Q-
Win Reports and edit Tickets. The Q-Win System Manager PC is not needed to run the System
so it can be turned on and off when the System is running.
Hardware
components
Q-Master
Ticket Printer
Hardware requirements
The PC running Q-Win must fulfill the requirements below. If not, the Q-Win System may be
slow when, for example, Reports are being printed. If you do not have a computer with these
requirements, your Q-Matic Partner will be able to provide a suitable one.
Minimum Recommended
Note: In order for the software to run, a Q-Win Interface is required on one of the com ports.
Installation
1. Insert Disk 1 of the setup diskettes into the floppy disk drive.
3. Click on Start on the Windows task bar and chose Run from the Start Menu.
5. Follow the instructions in each succeeding window until the installation is completed.
Installation from CD
3. Follow the instructions in each succeeding window until the installation is completed.
Installation
The start screen requires only one action. After reading the screen click on Next. You can
also press N on the keyboard.
Enter your name and Company in the boxes provided and click on Next.
Default destination folder is C:Program Files\QWin. You may browse to and choose another
location or have the Q-Win setup create a new folder for you.
Start Copying Files is a confirmation of the choices selected in earlier screens. Click on Next.
Setup Complete offers the option of automatically launching Q-Win when Finish is clicked.
Getting started 1
Q-Win is already installed in your PC. Your Q-Matic Partner has installed all the settings needed
to connect the Q-Win program to the rest of the System. This manual does not cover the
System Settings. Only technicians trained in the Q-Win System should make changes in the
System Settings.
Introduction ................................................................. 20
Q-Win Main window .................................................. 21
Menus ......................................................................... 21
File menu ..................................................................... 21
Ticket menu ................................................................ 22
Management menu ................................................... 22
Statistics menu ........................................................... 23
Settings menu ............................................................. 23
Tools menu .................................................................. 24
Utilities menu ............................................................... 24
Window menu ............................................................. 25
Help menu ................................................................... 25
Icons ............................................................................. 26
Status bar ................................................................... 29
Introduction
Please contact your Q-Matic Partner if the System does not work properly. Q-Win is very
flexible and it can be tailor-made to fit almost any needs you have.
When you turn on the PC, everything is set and ready to go. The Main Window appears on
your screen after a short while. If not, restart the PC and the System.
In the Main Window there are a number of menu choices. Each menu has a submenu, which
in turn can have one or more submenus.
1 Some menus are used almost every day and some are only used when the System is started
for the first time or, at a later stage when the Settings have to be changed. Your Q-Matic
Partner is well trained and can help you with the more elaborate Settings, which are rarely
used. We suggest that you concentrate on the menus which are used practically every day.
Q-Win provides you with all the functions needed to manage and supervise the customer flow.
Every piece of information generated in the System is automatically saved on the hard disk.
At any time you can retrieve and evaluate this information in order to improve customer
service in a cost effective way.
If there is a power failure or you close Q-Win, Settings, statistics and other pieces of
information are not lost. The System continually updates and saves information.
In this User's Guide the following topics are explained in more detail:
Edit Quick Texts. A Quick Text is a text used in several places in the Q-Win System.
Management Information
Statistics Reports
Staff Scheduling
Forecast and plan the deployment of Staff and other resources more effectively. Optimise
the number of Work Stations open at various times in the day.
Staff Database
Customer Database
Alarm
Send an Alarm when set limits are reached and immediate action is required. Send an Alarm
from or to Work Stations with request for assistance. Send an Alarm when a Ticket Printer
is nearly out of Tickets.
Connect Branch
Connect and merge with another branch. You can access the Branch System, give
instructions, get Management Information, retrieve statistics as if the System of the other
branch were your own System.
1
Q-Win Main Window
The Q-Win System Manager always starts in the Q-Win Main Window. From the Main Window
all options are available from a pull down menu or a tool bar icon. Use the left mouse button
to select items in the pull down menu or in the tool bar.
The Main Window is divided into four parts; pull down menus, tool bar, display area and status
bar. The pull down menus and the tool bar are used to operate the Q-Win System Manager.
The display area is used to display information. The status bar is used to select and control
Work Stations directly from the Q-Win Main Window. The items available in the menus and
the icons available in the tool bar depend on the selected settings.
Menus
Which items that are available in the menus depends on the Settings and the options.
File menu
Layout Mode
Change to the Layout Mode. The Layout Mode is used to create and edit Management
Screens and Statistics Reports. This is only for very experienced users.
Print the information shown in the display area of the main window.
Printer Setup
Printer Margins
Send to
1 Properties
Exit
Exit Q-Win.
Ticket menu
Edit Ticket
Management menu
The “Management” menu items are used to show information on the screen about the
current situation in the System. The information is automatically updated. The menu contains
all available Management Screens.
Statistics menu
The “Statistics” menu items are used to print Statistics Reports about completed activities
in the System. Only customers whose transactions are completed are included in the Reports.
Here you will find a lot of information: from detailed Reports about a specific day to a total
sum of the activities over a whole year.
Select Statistics
Graphs by Day
Screen graph of statistical information by Time of Operation. This graph shows which Work
Stations were open during the day, and when.
Transfer of Statistics
Settings menu
Tools menu
Plan the appointments for each staff member. The Q-Calendar option is not included in the
standard version of Q-Win.
1 View a list of all appointments. The Q-Calendar option is not included in the standard version
of Q-Win.
The Q-Client option is a Work Station Terminal shown on screen. It is connected to a database
and shows information about the customer. It also shows a customer history with information
about the customer’s previous visits. The Q-Client option is not included in the standard version
of Q-Win.
Create a staff schedule using statistics from the past and information about the staff
members saved in a database. The Q-Staff option is not included in the standard version of
Q-Win.
Staff Scheduling
Customer Registration
Registration of customers in the database. This option is only available if Q-Win is connected
to a database.
Registration of staff members in the database. This option is only available if Q-Win is
connected to a database.
Utilities menu
Reset System
Preset Category
Display Test
ID Code Test
Connect the Q-Win System to another branch. It is possible to see all current activities in the
branch and to receive their statistical information via modem, RS-232, Q-Matic System I/O
or a network. It is also possible to change their Ticket Texts and to perform all other Q-Win
System functions.
File Transfer
Import Database
Window menu
The “Window” menu items are used to organise the open windows on the screen.
Help menu
Contents
Using help
About Q-Win
Icons
Many of the options are easily available from tool bar icons. Click on the icon and the option
is started. The number and types of icons that are displayed on the tool bar depend on the
settings and the Q-Win System installation. Ask your Q-Matic Partner for information about
1 the options available on your Q-Win System. Here are some of the most frequently used icons.
Edit Layout
Change to Edit Layout Mode. This is only for very experienced users.
Graph by Day
Print Report
Plan the staff members' appointments with customers. The Q-Calendar option is not included
in the standard version of Q-Win.
View all appointments for a staff member or a Staff Group. The Q-Calendar option is not
included in the standard version of Q-Win.
Customer Registration
Registration of customers in the database. The icon is only visible if the Q-Win System is
connected to a database.
The Q-Client option is a Work Station Terminal shown on screen. It is connected to a database
and shows information about the customer. It also shows a customer history with information
about the customer’s previous visits. The Q-Calendar option is not included in the standard
version of Q-Win.
Registration of staff members in the database. The icon is only visible if the Q-Win System
is connected to a database.
Staff scheduling with calculation of costs. The Q-Staff option is not included in the standard
version of Q-Win.
Staff Scheduling
1
Select Branch
Reset System
Remove all waiting Ticket Numbers belonging to a Ticket Button and create new Ticket
Numbers.
Cascade
Tile System
Arrange icons
Close all
HELP
Some of the functions are password protected. This serves as an extra precaution against
unintentional entries, which could change the System Settings and might jeopardise their
function.
Status bar
1
The status bar is used to show if the Q-Win System is connected to a branch and to control
the Work Stations directly from the Q-Win Main Window.
Branch indication
If the Q-Win System is connected to a branch, the name of the branch will be shown on the
right hand side of the status bar.
The rest of the status bar is used when the Q-Win System Manager is used as a Work Station
Terminal. See “page 181 - Work Station Terminal Q-Win Manager” for more information.
File
2
This menu contains functions to set up the Report Printer and exit Q-Win. The menu also
contains functions to modify the Management Screens and Statistics Reports, but unless the
user is very experienced, only the Q-Matic Partner should handle the layout of the
Management Screens and the Statistics Reports.
Save As
Layout Mode
Do not change any layouts. This option should only be used by experienced staff members
trained in the Q-Win System.
2 Print
Print the information shown in the display area. This function is only available when there
is printable information in the display area. It is also possible to click on the "Print" icon in the
tool bar.
Printer Setup
Printer Margins
Printer Margins.
Send a Statistics Report or Management Screen as e-mail. They are sent in the JPEG file
format. Select “Mail recipient”.
The Result depends on the e-mail program that is used and on the settings in the PC. Open
the e-mail program and try again if nothing happens when “Mail recipient” is selected. Please
contact your Q-Matic Partner if you need help with the settings needed to send e-mails.
Properties
Tool boxes
Specify which tool boxes should be displayed in the tool bar of the main window.
The "Print, Layout, Edit Ticket" tool box. The "Statistics" tool box.
The "Windows" tool box. The "Branch" tool box. The "Auto Statistics"
tool box
Options
Turn on/off the tabs used to move between windows when many windows are open at the
same time.
Turn on/off the possibility to dock windows (arrange multiple windows inside a large window).
Q-Client
These settings are used in the Q-Client option. For more information, see the Q-Win Options
Manual.
Exit
Ticket
The Ticket is the part of the System that all customers look at. The Q-Win System makes it
possible to use the Ticket not only to show the Ticket Number but also as a space in which 3
to print other information. Create a library of useful Ticket Texts to choose from to make
the Q-Win System as flexible as possible.
n Select which Ticket that will be printed when a Ticket Button is pressed.
n Store texts as Quick Texts. This makes it easy when you want to use the same text
on different Tickets. When you edit the text it is automatically updated on all Tickets
where it is used.
The Ticket is the part of the System that all customers look at. The Q-Win System makes it
possible to use the Ticket not only to show the Ticket Number but also as a space in which
to print other information. Create a library of useful Ticket Texts to choose from to make
the Q-Win System as flexible as possible.
The Ticket
The Ticket normally contains both plain text and System Information.
Ticket Text
It is easy to change the plain text part of the Ticket Text. Q-Win also provides a function to get
3 a preview of the Ticket.
System Information
System Information is information from the System, for instance Ticket Number, Waiting Time,
Date, etc. A Script Program is used to get the information onto the Ticket. The information is
automatically updated by Q-Win.
The Script Program part of the Ticket Text should not be changed.
Information Tickets
Information Tickets contain nothing but the plain text. The Information Ticket is only used to give
information to the customers.
Tickets, Ticket Buttons and Categories are fundamental parts of the Queue Management
System. It can be very difficult to know how they are used and the difference between them.
Knowing this, however, will increase your understanding of the Q-Win System and make it
possible for you to use all the powerful tools it contains.
Ticket
The Ticket is the piece of paper on which the Ticket Number is printed. It may also contain a
logotype, some text and System Information. System information is information from the Q-Win
System. It can be information about the selected service, time, date, Waiting Time, etc.
Each type of Ticket is stored in the PC and identified by a number. The type specifies the layout
of the Ticket. The information on the Ticket is fetched from the System and depends on the
selected Ticket Button and Category. It is possible to store many different types of Tickets; for
example special Tickets used for national holidays.
Ticket Number
The Ticket Number identifies the Ticket. Usually it is printed on the Ticket and specifies in which
order customers are called. The Ticket Number is stored in the Statistics.
Assigned to Assigned to
Specifies
Specifies
3 Layout of the Ticket Type of service Ticket Number
Sequence
The Ticket Text specifies the layout of the Ticket, the Ticket Button specifies the type of service
and the Category specifies the Ticket Number.
Ticket Button
The Ticket Buttons are the buttons on the Ticket Printer. Each Ticket Button is identified by a
number, the Ticket Button Number, and assigned a name. The name usually describes the type
of service the customer will receive when the Ticket Button is used. A Ticket with a given
layout is assigned to each Ticket Button. Many Ticket Buttons can use the same type of Ticket
even if they support different types of services. The Ticket Button Number is stored in the
Statistics.
Category
The Category specifies the Ticket Number sequence. Each Category has a unique Ticket Number
Sequence. The Categories are specified in the Q-Win Settings and are not physical units. Usually
one or more Ticket Buttons are assigned to each Category. All Ticket Buttons assigned to a
Category use the same Ticket Number sequence. The Category Numbers are stored in the
statistics.
Select Ticket
Use "Select Ticket" to assign Tickets to Ticket Buttons. The same Ticket can be used by more
than one Ticket Button.
• Select the "Select Ticket Text" option from the "Ticket" pull down menu or click on the
"Select Ticket" icon in the tool bar to open the "Select Ticket" window.
• Click on the "Arrow" button and a list of all available Tickets will appear. Click on the
Ticket to be assigned to the selected Ticket Button.
Edit Ticket
• Select "Edit Ticket" from the "Ticket" pull down menu or click on the "Edit Ticket" icon
in the tool bar to open the "Edit Ticket" window.
Increase the Increase the Select a Ticket Edit the Ticket Preview of the
text width. text height. Text. Text Name. Ticket.
The text
affected by
the edit text
buttons.
Go to the next
text section.
3 Show the
Ticket Text
Program.
• Click on the “Get next text section” button to get the piece of text to be changed.
Only the text shown in the left hand box is affected by the edit text buttons. Never
change any Ticket Text Program instructions. Examples of Ticket Text Program
instructions are \eS and \f.
• Edit the text or use one of the edit text buttons to change the text size.
• Click on the preview button to see the result of the change. Changed text may result
in a faulty Ticket. If Q-Win returns an error message, the error must be corrected
before the Ticket is saved. Try to find the error or click on the “Cancel” button to
exit without saving any changes. Try one more time to change the Ticket. Click on
the preview button very frequently to test if the change is correct or if it results in
an error.
• When the last line of the Ticket Text appears, “\f” will be shown to indicate end of
Ticket (form feed). Thereafter the complete Ticket Text Program is shown. Do not
edit this Program! Edit only the plain text on the Ticket, not the Ticket Text Program.
• Do not use the "Show the Ticket Text" option. Only very experienced Q-Win users
should make any changes in the Ticket Text Program.
• Click on the "Edit Name" button to edit the name of the Ticket.
• Continually check the Ticket in the Preview window and save the Text by clicking
on the "OK" button. Never click “OK” before you have seen the Ticket in the Preview
window.
Insert a logotype
It is very easy to add a logotype to the Ticket. The logotype must be stored in .pic format.
Please contact your Q-Matic Partner for more information.
• There must be room for the logotype on the Ticket. It is usually impossible to both
fit in a text and a logotype before the Ticket Number. Use the “Get next text section”
3
button to step to the text that should be erased (“Welcome” in this example”).
Mark the text and press the “Delete” key on the keyboard.
• Click on the down arrow to get a list of all available pictures. Select the picture that
should be placed on the Ticket.
• Click on the “Insert” button to insert the picture into the Ticket.
• Place the mouse pointer on the picture and press the left mouse button. Drag the
picture to the correct position on the Ticket and release the mouse button.
Remove logotype
Insert the logotype. Press the mouse button and Release the mouse button to
drag the picture to a new place the picture.
position.
• Select "Create New Ticket" from the "Ticket" pull down menu or click on the
"Create New ticket" icon in the tool bar to open the "Edit Ticket" window.
3
• Click on the "Edit Name" button and enter a name for the Ticket.
• A new Ticket is always created from an old Ticket Text that is edited.
• Click on the “Get next text section” button to get the piece of text to be changed.
Only the text shown in the left hand listbox is affected by the edit text buttons. Never
change any Ticket Text Program instructions. Examples of Ticket Text Program
instructions are \eS and \f.
• Edit the text or use one of the edit text buttons to change the text size.
• Click on the preview button to see the result of the change. Changed text may result
in a faulty Ticket. If Q-Win returns an error message, the error must be corrected
before the Ticket is saved. Try to find the error or click on the "Cancel" button to
exit without saving any changes. Try one more time to change the Ticket. Click on
the preview button frequently to test if the change is correct or if it results in an error.
• When the last line of the Ticket Text appears, “\f” will be shown to indicate end of
Ticket (form feed). Thereafter the complete Ticket Text Program is shown. Do not
edit this Program! Edit only the plain text on the Ticket, not the Ticket Text Program.
• Do not use this option. Only very experienced Q-Win users should make any changes
in the Ticket Text Program.
• Click on the "Edit Name" button to edit the name of the Ticket.
• Continually check the Ticket in the Preview window and save the Text by clicking
on the “OK” button. Never click “OK” before you have seen the Ticket in the Preview
window.
Increase the Increase the Select a Ticket Edit the Ticket Preview of the
text width. text height. Text. Text Name. Ticket.
The text
affected by
the edit text
buttons.
Go to the next
text section.
Show the
3
Ticket Text
Program.
Using Quick Text is an easy way of changing a text at several places in the Q-Win System
with one action. Quick Texts are normally used in Ticket Texts and Displays. Each Quick Text
is assigned a number when saved; this number is later used as the calling reference.
Select "Edit Quick Text" from the "Ticket" pull down menu or click on the "Edit Quick Text" icon
in the tool bar to open the "Edit Quick Text" window.
• Click on the "Edit Name" button to edit the name of the Quick Text.
Number of Texts
If you need to change this value please contact your Q-Matic Partner. The Quick Text number is
used in programs inside Q-Win and these programs must be changed if the number of Quick Texts
is changed.
Being able to call customers in a predefined order may be useful but it is not the most important
part of the Q-Win System. The System stores a lot of statistics, information about when
Tickets were taken, when they were called, which Ticket Button was used, which Work 4
Station called them, etc. There is of course a purpose with all this stored information. It is
used to create the most cost-effective way to serve customers.
n Statistics Reports
n Staff Scheduling
n Management Screens
Statistics tools
There are three tools you can use for the statistics. The System must be used before there
are any statistics. We recommend that you use it during at least one month before you start
to use the tools as described in this chapter.
- Statistics Reports give a view of how the customer service worked in the past. They can
be used to trace where and when it is necessary to make changes to improve the efficiency.
The Statistics Reports are also used to see the result of the changes.
- Q-Staff makes it possible to plan for the future. The staff schedule is based on the stored
statistics. Make a schedule and modify it until you have an acceptable balance between cost
and Waiting Time.
- Management Screens show the current situation in the System. They can be used to
prevent unacceptable situations and to see that the planned Schedule is working. Even the
4 best plan can be ruined when something unpredictable happens, for example staff members
getting ill, technical problems or extremely many customers.
This chapter describes how these tools are used in combination with each other.
Statistics must be stored before it is possible to design a new and better staff schedule. Use
the System for a number of months.
• Start to make a Statistics Report which covers a large time span, for example, an
Annual Category Report.
• Print a Weekly Report to get information about each day in the month.
• Try to find days with unacceptably long Waiting Times (or perhaps the Waiting Times
are too long every day). Try to find a pattern; perhaps the Waiting Time was longest
on Saturdays. These days will later be used in the Staff Scheduling to make a plan
that will reduce the Waiting Time. Days with very short Waiting Times may also need
new planning. Very short Waiting Times indicate that the work is not cost effective.
In this example we want to get more detailed information about 17 March.
• The Weekly Category Report showed which days had long Waiting Times. That
information may be enough to start planning a more effective way to work, but
perhaps we want more information about why the Waiting Time was too long. The
Daily Category Report offers a detailed view of one day.
• The Waiting Times are very long during the second half of the day. It is also possible
to see that it may be caused of too few open Work Stations in the first half of the
day.
• The Daily Waiting Time Report offers detailed information about the Waiting Times
during one day.
The Report shows that 43% of the customers had a Waiting Time that exceeded 16
minutes (the Acc.% for the 0:16:00 column is 57, which means that 57% of the
customers had a Waiting Time below 16 minutes). This is unacceptable. The Waiting
Time must be reduced.
It is no use looking at the past if you can not use it to plan for the future. Q-Win has a tool
for planning – Q-Staff. Note that Q-Staff is an option and not included in the standard version
of Q-Win.
Q-Staff
Q-Staff is a tool which lets you create a staff schedule based on the stored statistics. Use the
same statistics that resulted in very long Waiting Times. We will now design a schedule that
results in shorter Waiting Times. In Q-Staff it is also possible to manually change different
values and immediately see the change in Waiting Time and cost.
The staff schedule shown below shows how the work was done in the past. We can see the
very long Waiting Times in the afternoon.
The table below shows the resulting cost. In this case the cost is 781.4 units (no matter which
currency).
Let us make a new staff schedule. We want the Waiting Time to be below ten minutes. The
picture below shows the result.
The Waiting Time never exceeds 10 minutes. Okay, it is very good to be able to give the
customers better service, but is not good service very expensive? Lets take a look at the cost.
The cost of this staff schedule is 753.8 units. In the old Schedule we had a cost of 781.4 units.
The cost is reduced with 3.4%. How is it possible to increase the service level and reduce the
cost at the same time? The difference between the new Schedule and the old way to work
is that the service is kept at a constant level. There are never more staff members serving
customers than needed to keep an acceptable Waiting Time. This situation is very common;
the customer flow fluctuates during the day, the week and the month. The Staff Scheduling
together with the Statistics Reports makes it possible to find these fluctuations.
The example above only covers one day. Usually you use more days in your planning but the
result is the same; you can increase the service level and reduce the cost at the same time.
Management
Management Screens show information about all current activities in the System. This
information is of great advantage when making a survey of all occurrences during the day.
For example, the information might be used to prevent situations where customers must wait
for an unacceptably long time. The information is presented both as tables and as graphs.
5
Use the Management Screens to:
Note that the standard version of Q-Win only contains the default Management Screens
described in this manual. Your Q-Matic Partner may have supplied you with additional
Management Screens. Please contact your Q-Matic Partner for more information.
Use the "Management" pull down menu to select a Management Screen. If more than one
Management Screen is needed it is possible to have several open at the same time.
Click on the "Printer" icon in the tool bar or use the Print command in the "File" pull down
menu to print the displayed information. If more than one Management Screen is displayed
on the screen, the active one will be printed.
The Management Screens directly selectable from the pull down menu are as follows.
Average Transaction Time for all customers served today at each Work Station, shown as
a graph.
Waiting customers for each Ticket Button and Real Waiting Time, shown as a graph.
Information about current Login Name, Matter Code and Priority for each Work Station.
The Category Management Screens show information about the Categories. There are
three Category Management Screens: Category 1-16, Category 1-8 and Category 1-8 with
Graph.
Category
NowS
CuW
CuCo
EWT
Estimated Waiting Time in minutes. The value is based on the most recently served Ticket
Numbers.
RWT
Real Waiting Time in minutes. This is the Waiting Time for the customer first in line in the
Category.
CuS
Max IB
The longest time in the office for any waiting customer in the Category. This value is usually
the same as RWT, but if a customer was transferred between Categories, Max IB is the time
from when the customer took the Ticket in the first Category.
Category 1-8 with Graph shows some of the information from the Category 1-8 Manage-
ment Screen as a graph.
5
The displayed values are Number of Waiting Customers, Number of Open Work Stations,
Number of Waiting Customers per Open Work Station and Real Waiting Time in minutes.
Average Transaction Time for all customers served today at each Work Station. The time
is shown as hh:mm (hours and minutes).
The time does not depend on the Category served at the Work Station nor does it depend
on whether customers have been transferred from other Work Stations.
The number of customers served at each Work Station. Both customers from different
Categories and customers transferred from other Work Stations are included.
The number of waiting customers and their Real Waiting Time, in minutes, for each Category.
The "No. of Customers Waiting & Real Waiting Time" Management Screen.
The number of waiting customers for each Ticket Button. If two or more Ticket Buttons are
assigned to the same Category the Buttons will be displayed separately.
Category from 1 to 8
Pos
The position in the queue. Number 1 is the next Ticket Number to be called.
No.
Button
The Ticket Button that issued the Ticket. It is possible to connect more than one Ticket Button
to each Category.
Name of Customer
You will see the customer’s name on the screen if a database is connected to the Q-Win
System and the customer is using a card.
Issued
Start
The last time the customer entered a queue. This value might be different from the “Issued”
time if the customer was transferred from another Category.
5
WTime
The number of Tickets left in each Ticket Printer. The number of Tickets is reset to a fixed
maximum number (= full Ticket roll) each time the Paper Feed button is pressed.
Remaining Tickets
The number of Tickets remaining in each Ticket Printer. The number of Tickets is reset to
a fixed maximum number each time the Paper Feed button is pressed.
It is possible to change the date indication to suit your country; day-month-year, month-day-
year, year-month-day.
There are two Management Screens showing all waiting customers for either the Ticket
Buttons 1 to 32 or the Ticket Buttons 33 to 64.
Button
Cu/Btn
Work Station
5 There are four Work Station Management Screens: Work Station 1-16, 17-32, 33-48 and
49-64.
Work Station
Log In
The Name of the staff member currently logged in at the Work Station.
Category
Name of Cus
If a database is connected to the Q-Win System it is possible to display the name of a customer
using a card.
NowS
CTrT
The Transaction Time in minutes and seconds for the customer currently being served at the
Work Station.
Cus
It is possible to lock the Work Station to a Priority directly from within the Management
Screen. Place the mouse pointer on top of the Work Station Number and click with the left
mouse button.
Locked Priority
The Priority Number that the Work Station is currently locked to.
Priorities
Information about the Login Name, Matter Code and Priority for each Work Station.
Login name
The Name of the staff member currently logged in at the Work Station.
STm
The "Work Station's Login Name, Matter code & Priority" Management Screen.
Code
The latest Matter Code entered at the Work Station. The Matter Code is used to get more
detailed information about the service offered at the Work Station by subdividing a Category
into various Matters. For more information see page 171 "Matter Code”.
Matter Name
P.No
Priority Name
5
Dockable Management Screens
Management Screens may be grouped together inside a window. They are docked. The
included Management Screens and their position are stored when Q-Win is closed. All the
included Management Screens are opened with one mouse click. If the dock window is open
when Q-Win is closed, it opens automatically the next time Q-Win starts.
Select "Dockable Management Screens" from the "Managements" pull down menu.
• Select the first Management Screen to be added. The Management Screen opens
inside the dock window.
• Continue and add the rest of the Management Screens that should be included in
the dock window.
• The Management Screens can be moved to a new position inside the dock window.
Place the mouse pointer on the drag bar of the Management Screen and move it
to the desired position.
• Keep the mouse button pressed and drag the Management Screen to a new position
inside the dock window. The new position is indicated with a frame.
• Release the mouse button. The Management Screen is placed at the new position.
The Management Screens are placed at the same position and only one at the time is visible.
Use the tabs to select Management Screen.
The frame indicates that the Management Use the tabs to select Management Screen.
Screens should be placed on the same
position.
Delete a Screen
• Click on a tab to select a Management Screen (if many Management Screens are
placed on top of each other).
• Click on the close button to delete a Management Screen from the dock window.
Statistics
Statistics Reports contain information about previous activities in the System. This may be
anything from information about all the customers served yesterday to information about
all the activities at the Work Stations last year. The Q-Win System collects all information
about customer activities such as arrival, departure, Waiting Time, Transaction Time and
selected Category. This information is of great importance for planning future staff schedules
and opening hours. The System provides the tools to help management design the most cost 6
effective staff schedule.
Select Statistics 6
A list of all available Statistics Reports.
Settings for Reports for printout. These Reports cannot be saved as graphic files, shown on
the screen or sent by e-mail.
Graphic presentation of statistics acquired during one day divided into Time Periods of a
selected length.
Graphs by Day
Graphic presentation of statistics acquired between two selected dates, divided into days.
Graphic presentation of Waiting Time or Transaction Time divided into Time Intervals.
Transfer of Statistics
Print a Report
Select Report
Select the Statistics Report to be viewed and/or printed by clicking on it under “Select
Statistics” in the "Statistics" pull down menu.
Settings
Click on the "Settings" icon to open the "Settings" window. The Settings are used to select
the information to be included in the Statistics Report and the way in which it is presented.
1. Always start
by clicking on
this line.
3. The selected
branch is shown here.
Select branch.
Select Branch
Each office reporting to a Head Office is called a branch. The Head Office is also treated as
a branch. Click on the "Select" tab to find the following options.
Always start by clicking on the first line in the bottom list to be sure that no branch is selected
and to get the available branches in the “Available Selections” list.
There is now a list of all branches in “Available Selections”. Click to select one branch. The
branch name is shown in the bottom list.
Manual date selection is only possible if “Automatic Date Selection” is marked as "off".
Click first on “Date”. A dialogue box appears where dates with valid statistical data are
highlighted. Click on the date or dates the Report should cover. The chosen date is now
written in the list of selected items.
It is possible to choose multiple dates by clicking on several dates in the dialogue box. In the
list underneath, all selected dates will appear.
2. Select a year
1. Click on "Date". and a month.
3. Click to select a
date.
Select all dates the Report should cover. Dates from different months and years can be
included in the same Report.
Click on the week day name to select all of that particular week day in the month. For
example, click on "Mo" to select all Mondays in the month.
Click on the "W" button to select all the days in the month.
6
Click on the "Date, Time" tab. The Automatic Date Selection.
Automatic Date Selection is an easy way to select a wider range of dates without clicking
on each date. Select for example "This Week" or "Last Year".
Automatic date selection is only possible if "Off, Manual selection" is not marked.
Mark "Today/Yesterday" to include statistics from one day in the Report. Statistics from
yesterday will be used if the Report is printed before 12:00.
Mark "This Week", "This Month" or "This Year" to cover the desired date span in the
Report.
Mark "One Week back in time", "One Month back in time" or "One Year back in time"
to include a desired date span in the Report. The print day is not included if the Report
is printed before 12:00.
1. Select a type
of item.
3. The selected
5. Continue with items are added
the next item to the list.
type.
4. Click on an
item in the list if
you want to
remove it.
6
Each branch has one or more Ticket Buttons for different activities. Click on the "Select"
tab to open the dialogue.
Select the Ticket Buttons that should be included in the Report as follows. Click on “Ticket
Button” in the “Type of Selection” list. Select, from the “Available Selection” list, the Ticket
Buttons that should be included in the Report. The selected Ticket Buttons are shown in the
list of selected items. If no Ticket Button is selected all Buttons will be included in the Report.
Do the same thing for Category, Work Station, Ticket Printer, User Login ID and Matter Code.
Note that this selection is only necessary if parts of the System are to be excluded from the
Report. Default is that all parts are included in the Report.
Time Selection
Click on the "Date, Time" tab. Specify the time range of the Report. Only statistical
information collected between these hours will be included in the Report.
Enter the “Time from” and “Time to” as hhmm or use the arrow buttons. Use the 24-hour
clock. Write 18:00 instead of 06:00 pm, for example.
6
The time selections. The Filter option.
Filter
Filter is used to exclude customers with a Transaction Time and/or a Waiting Time below or
above a specified limit (extreme values). Set the check mark to activate the filter. Enter the
time in the box or use the arrows. Do not delete any value before the time is entered. Place
the cursor at the desired position in the box and enter the time. The old time is automatically
overwritten.
Exclude from the Report all customers with a Transaction Time or Waiting Time below
the specified value.
Exclude from the Report all customers with a Transaction Time or Waiting Time above
the specified value.
Customers that are recycled (called a second time) are included in the Report. Note that
this option will only work if there is a key on the Work Station Terminal that is programmed
to perform a FUNC_INSERT_RECYCLE. Please contact your Q-Matic Partner to see if this
function is available on your Work Station Terminals.
Addition/Time Selections
Enter the time in the box or use the arrows. Do not delete any value before the time is entered.
Place the cursor at the desired position in the box and enter the time. The old time is
automatically overwritten.
Period
The day is divided into periods. These periods will be shown in the printout of Reports by Day.
A shorter period results in a more detailed Statistics Report. In the Report below, each line
represents a period.
Interval
In the Statistics Report the Waiting Times and the Transaction Times are grouped according
to their length, for example 0-3 min, 3-6 min, 6-9 min, etc. There are ten time length classes
which are called intervals. The size of a class is called the Interval Time, in the example above:
3 min. A class eleven contains Waiting or Transaction Times exceeding class ten.
Number of customers
within the Accepted
Interval Time Waiting Time.
Period time
6
No Show Time
The No Show Time is used to separate customers, who did not respond to a call, from
customers who did. If customer A does not show up when called (=No Show), customer B
will be called after a short time. If this time is less than the No Show Time, customer A is
regarded as a No Show in the statistics.
The No Show Time is shown in the Category Reports, see the picture below.
The Accepted Waiting Time is used in the Waiting Time Reports. These Reports give
information about the number of customers that were served within this time. The length
of the Accepted Waiting time depends on your Customer Service Policy.
6
The Separation Settings. The Calculation Settings.
Separation Settings
Separation Settings are used to separate the information in the Reports. Click on the
“Calculation” tab if it is not already selected.
Standard setup
All Categories and Ticket Buttons are included in the same Report.
Separated Categories
Calculation Settings
This section is used only when more than one branch is involved. Choose if the selected Report
should contain the sum of all branches, separated branches or average of branches. Click
on the “Calculation” tab if it is not already selected.
Separated Branches
Average of Branches
6
The Tree.
The Tree
The Tree option offers a way to view the selections made. Click on the “Tree” tab. Then
click on the desired selection.
Save
Click on the “Calculate the Report” icon to calculate the values in the Report. The first page
of the selected Report is now displayed on the screen. Check visually the Report before
printing. Return and change the Settings if the Report is not satisfactory.
Select page
Select “Print” from the “File” pull down menu or click on the “Print” icon in the tool bar to
print the Report.
Statistics Report
The first page of the Statistics Report contains information about branch, Report Settings
and a short summary of the Report.
Report Title
Branch Office
The "Branch Office" section gives the name, address and telephone number of the branch
covered by the Report. This information is entered in the “Select Branch” option (see 6.5)
and is needed because the Report may be viewed/printed from another branch. This
information will not be included if the Report contains statistics from different branches.
Menu Settings
The "Menu Settings" section contains information about print Time and Date. The
information about From, To, period, interval and No Shows is taken from the Report Settings.
Included in Statistics
The "Included in Statistics" section lists the parts of the System that are covered by the Report.
This information is taken from the Report Settings.
Summary
The "Summary" section gives a short summary of the information in the Report.
The "Summary per Category" is a summary of the number of customers and No Shows per
Category.
"All Customers and Matter Codes" is a detailed Report covering all customers served during
the selected period.
Cus No.
Ticket Number.
Ticket Issued
Transaction End
Waiting Time
Time between the Ticket was issued and the customer was called.
Transac. Time
Work Station
Category
Matter Code
Matter Code indicating the type of service used within the Category.
Mult. Factor
Mult Factor can be used to show the number of times the same Matter Code was entered
during one Transaction.
The part of the Transaction Time used for the Matter Code.
Daily Category
6
The "Daily Category Report" shows the daily activity divided into periods. Each line in the
Report represents a period. The bottom lines of the Report give total, average and maximum
values for the day.
.
Cus Waiting
The average number of waiting customers in the period. This value is calculated from the
number of waiting customers taking into account whether they waited during the whole
period or just a part of it.
Tickets Taken
Cus Served
Number of customers served during the period. A customer is entered into the statistics when
the Transaction Time ends, that is when the next customer is called to the Work Station or
the Work Station is closed.
Diff
Shows if the queue increased or decreased during the period. It is the difference between
Tickets Taken and the sum of customers served and No Shows. The value may be negative.
No Shows
Number of customers who did not respond to a call within the No Show Time during the period.
Open WStn
Average number of Open Work Stations during the period. The number is calculated taking
into account if the Work Stations were open during the whole period or only a part of it.
The number of Work Stations that ought to have been open to prevent the number of waiting
customers from increasing during the period.
6
Cus per open WStn
Average number of customers served per Open Work Station during the period.
Average Transaction Time during the period. The Transaction Time is the time from the
moment a customer is called to the Work Station until the moment the next customer is called
or the Work Station is closed.
Weekly Category
The "Weekly Category" Report shows the statistical information day by day for the selected
number of days, for instance a week. Each line represents a day. The information is basically
6 the same as in the bottom line of the Daily Category Report for the corresponding day. The
bottom lines of this Report give total, average and maximum values for all the days covered
by the Report.
Annual Category
The "Annual Category" Report shows information month by month. Each line represents the
average and maximum values for a month. The bottom lines give total, average and maximum
values for all the months covered by the Report.
The first bottom line shows the total number of customers for the day in each interval. The
second bottom line shows these totals as a percentage of all customers. The third bottom
line shows the accumulated percentages.
The "Weekly Transaction Time" Report shows the number of customers and their Transac-
tion Times day by day for the selected number of days. Each line represents a day. The
information is basically the same as in the first bottom line of the "Daily Transaction Time"
Report for the corresponding day. The Report shows the number of customers in every
interval and day.
The bottom lines show the information in the way described under "Daily Transaction Time".
The "Annual Transaction Time" Report shows the number of customers and their Transaction
Times month by month. The Report shows the number of customers in every interval and
6 month. Each line represents a month. The three bottom lines show the information in the
way described under "Daily Transaction Time".
The "Daily Waiting Time" Report shows the number of customers according to their Waiting
Times for the selected day divided into periods. Each line represents a period. The Waiting
Times are placed in one of eleven Time Intervals. The length of the Time Interval is specified
in Settings/Calculation. The Report shows the number of customers in every interval and
period.
The first bottom line shows the total number of customers for the day in each Interval Time.
The second bottom line shows these totals as percentage of all customers. The third bottom
line shows these percentages accumulated.
This is the number of customers that had a waiting time within the Accepted Waiting Time.
The Accepted Waiting Time is specified in the Report Settings. The value is shown as number
of customers and as the percentage of all customers.
The "Weekly Waiting Time" Report shows the number of customers and their Waiting Times
day by day for the selected number of days. Each line represents a day. The information is
basically the same as in the first bottom line of the "Daily Waiting Time" Report for the
corresponding day. The Report shows the number of customers in every interval and day.
The bottom lines show the information in the way described under "Daily Transaction Time". 6
Accepted Waiting Time
This is the number of customers that had a waiting time within the Accepted Waiting Time.
The Accepted Waiting Time is specified in the Report Settings. The value is shown as number
of customers and as the percentage of all customers.
The "Annual Waiting Time" Report shows the number of customers and their Waiting Times
month by month. The Report shows the number of customers in every interval and month.
Each line represents a month. The three bottom lines show the information in the way
described under "Daily Waiting Time".
This is the number of customers that had a waiting time within the Accepted Waiting Time.
The Accepted Waiting Time is specified in the Report Settings. The value is shown as number
of customers and as the percentage of all customers.
The "Weekly Work Station" Report shows the number of customers served at each Work
Station day by day for the selected number of days. Each line represents a day. The
information is basically the same as in the bottom line of the "Daily Work Station" Report
for the corresponding day.
The bottom line shows the totals for the days covered by the Report.
The "Annual Work Station" Report shows the number of customers served at each Work
Station month by month. Each line represents a month.
The bottom line shows the totals for the months covered by the Report. 6
Most of the Reports are available in a form which includes a 2D- or 3D-graph to make them
easier to evaluate.
Auto Statistics
“Auto Statistics” is a tool for the automatic printing of Statistics Reports at a predefined time.
Auto Statistics should always use Automatic Date Selection.
Select "Select Auto Statistics" from the "Statistics" pull down menu to open the "Auto
Statistics Settings" window.
Click to remove
the Report from
the "Selected Auto
Reports" list.
• Select in the left list box a Statistics Report that you want to have printed
automatically.
• Click on the “Add“ button to add the selected Report to the “Selected Auto Reports”
list. It is possible to add more than one Report.
• Click on the "Remove" button to remove a selected Report from the "Selected Auto
Reports" list.
• Mark the "Included on the Menu" check box to get the Auto Report into the
"Selected Auto Statistics" option in the "Statistics" pull down menu.
• Mark the "Included on the tool box" check box to get the Auto Report included in
the tool box.
• Select on which printer the Report should be printed. The default Window printer
is used if no selection is made. Click on the “Printer” button. A “Page Setup” window
is opened. Select a printer and enter all page settings. The selected printer is shown
in the “Alternative Printer” box.
Add a new
printout time.
Remove the
selected
printout time.
Edit the
selected
printout time.
Edit Scheduler
Click on the "Edit Scheduler" button to open the "Time Scheduler" window. The Scheduler
specifies when the Report will be printed. The Scheduler can consist of more than one line.
All the lines are from the same Report and each line specifies a date or a range of dates and
a time span for the Report to be printed. The Report is printed on all points of time specified
in the Scheduler.
Add
Click on the "Add" button to open the "Settings" window and to add a new date and time
to the Scheduler.
Every Day
Date
Day in Month
The Report is printed on a specific day in the month. If more than one day is selected, the
Report will be printed on each selected day.
Day in Week
Time
The Report is printed at the Start time but before the End time on the selected days. A time
must be selected, otherwise the Report will not be printed. Q-Win tries to print the Report
at the Start time. If the PC is occupied, Q-Win will continue to try to print the Report until
it is successful or until the End time is reached. The Report is never printed after the End time.
Never use the same Start and End time. A time span of at least five minutes is recommended.
Exclude
Click on the "Exclude" tab. Mark the check box to exclude selected months or enter the week
numbers to exclude selected weeks from the Auto Statistics Scheduler. No Reports will be
printed in the selected months or weeks.
Add
Click on “OK” until you are back at the ”Time Scheduler” window. Add the next printout
time. Usually one printout time is enough, but multiple printout times may be used (for
example, Print a Report each Monday morning and on the last day of the month). The Report
will be printed at each specified time.
Edit Activity
Click on the "Edit Activity" button to edit the time options for the selected line.
Remove
6
Click on the "Remove" button to remove the selected line from the Scheduler.
Save Scheduler
Click on the "OK" button to save the Scheduler and exit to the "Auto statistics Settings"
window.
Click on the "Cancel" button to exit the Scheduler without changing any settings.
Set the check mark to save the Report as a graphic file. Enter the path for the file in the
“Path” text box. “File format” specifies the graphic file format.
Click on the "OK" button to save the Auto Reports and exit the "Auto Statistics Settings"
window.
All Reports selected for automatic printout are listed in the "Selected Auto Reports" menu.
Open each Report to edit the Settings (see page 74 for more information about Report
Settings). Auto Reports must use "Automatic Date Selection". 6
The Reports for printout must be printed; they cannot be shown on the screen, saved as
pictures or sent by e-mail.
Print Report
Select "Reports for printout" from the "Statistics" pull down menu or click on the "Print
Reports" icon in the middle of the tool bar to open the Statistics window.
The Report is
automatically
printed at the
specified time.
Specify the first
6 Select the Categories, Ticket Buttons The day of the week when
day in the week.
The date range for the Report. Date is not used if the "Automatic Printout" option is selected.
Period (min.)
Period length. A period is how the information will be divided up across a day in the Daily
Reports. For example, hourly throughout a day.
Interval (sec.)
Interval Time. Intervals are how Waiting Times and Transaction Times will be grouped
together. For example all customers with a Waiting Time of 2 minutes or less will appear in
one column, if 2 minutes is selected (note that the time is entered in seconds).
No Show (sec.)
Sep.Cats.
0 = all Categories added together in the Report. 1 = each Category on a separate page in
the Report.
Acc.Wait (min.)
Time Span
Select if every day should be included in the Report. 1=every day, 2=every second day,
3=every third day, ..., 7=one day in the week (for example each Monday).
Possibility to trace information about a specific Ticket Number. Used in "Tracing Customer
No." Report.
Start day
Enter the day that should be used as the first day of the week in the Reports. Monday = 1,
Tuesday = 2, etc.
Automatic Printout at
Mark this check box to get an automatic printout of the Report. Enter the time of the day
when the Report should be printed.
Day of Week 6
Used with "Automatic Printout". The day of the week when weekly Reports should be
printed. Monday = 1, Tuesday = 2, etc.
Day of Month
Used with "Automatic Printout". The day of the month when monthly Reports should be
printed.
Select (From - To) the Categories, Ticket Buttons and Work Stations that should be included
in the Report.
Click on the "Print" button for non-automatic (direct) printing of the Report.
Click on the "OK" button to save the Settings. No Report is printed unless the "Automatic
Printout" option has been selected.
Select “Graphs by Time Period” from the “Statistics” pull down menu or click on the icon
in the tool bar to open the “Graphs by Time Period” window.
Settings
Click on the "Settings" icon in the tool bar to open the "Graphs by Time Period Settings"
window.
Enter the date and time information needed to select the statistics on which the graph is
based.
Date
Open Hours
Time Span in the number of days between two dates included in the statistics. Enter 1
to use every day, enter 7 to use only one day a week.
Period (min.)
Enter the length of a period in minutes. The day is divided into periods. A shorter period
results in a more detailed graph.
No Show (sec.)
Enter, in seconds, the shortest Transaction Time that should be included in the statistics.
Enter (From - To) the Categories, Ticket Buttons and Work Stations that should be included
in the statistics.
Line Graph.
The statistical information is presented as a line graph. Different types of statistics are shown
as different type and colour lines. The maximum number of lines shown in one graph is five.
6
A line graph.
6
A two dimensional bar graph.
The statistical information is presented as a two dimensional bar graph. Only one type of
statistics can be shown in a 2D bar graph. However up to five line graphs may be superimposed
afterwards.
The statistical information is presented as a three dimensional bar graph. Only one type of
statistics can be shown in a 3D bar graph. However up to five line graphs may be superimposed
afterwards.
Screen Erase.
Select information.
Click on one of the following icons in the tool bar to select the type of information that should
be presented in the graph.
Waiting Time
Transaction Time
Number of No Shows
Graphs by Day
Graph by Day contains the same information as Graph by Time Period but the x axis is divided
into days instead of periods.
Graphs by Day
Select “Graphs by Day” from the “Statistics” pull down menu or click on the icon in the tool
bar to open the "Graphs by Day" window.
After entering the settings, choose line graph, 2D bar graph or 3D bar graph and click on
the icon for the type of information to be displayed.
A graph by Time Interval shows the number of customers with a Waiting Time or Transaction
Time falling within a certain Time Interval.
Select "Graphs by Time Interval" from the "Statistics" pull down menu or click on the icon
in the tool bar to open the "Graphs by Time Interval" window.
Settings
Here only one item is different from the Graph by Time Period namely Interval.
Interval (hh:mm:ss)
The rest of the settings are the same for Graph by Time Interval and Graph by Time Period.
6
Waiting Time
After entering the settings, choose line graph, 2D bar graph or 3D bar graph and click on
the “Waiting Time” icon to display the Waiting Time.
Transaction Time
Alternatively, click on the “Transaction Time” icon to display the Transaction Time.
This graph shows which Work Stations were open during the day, and when.
Settings
Click on the "Settings" icon to open the "Graph by Time of Operation Settings" window.
Enter the date and time information needed to select the statistics on which the graph is
based.
Date
Open Hours
Interval (min.)
The length of the periods into which the Open Hours are divided.
6
Draw graph
Click on the "Draw graph" icon to draw the graph. Each Work Station is shown as a horizontal
bar. The Work Station Number is shown on the left hand scale.
Select Directory for the Statistics File. A selection is only necessary if the Statistics File is saved
in any other directory than the standard Q-Win STAT directory.
Check the "Use QMPC Type of Statistics files" box if the statistics files were saved in the QMPC
Program.
The "Directory for Statistics" Select the directory for the statistics.
menu item.
Transfer of Statistics
"Transfer of Statistics" is used to transfer statistics from one branch to another. This menu
option is only available if the Q-Win System is connected to another branch.
Transfer of Statistics
Click on "Transfer of Statistics" in the "Statistics" pull down menu to open the "Importing
statistics from remote Branch" window.
Abort
The information from the Q-Win System can be exported to many other programs. This
increases its flexibility and makes it possible for you to include Q-Win information in your
documents, calculations or presentations. Which method you should use depends on what
you want to do with the Q-Win Data. Sometimes more than one method can be used to
achieve the same result.
n Use Object Linking and Embedding (OLE) to share the information with other
programs.
Database
Q-Win can store information in a database (for example Microsoft Access). It stores statistics,
customer information, staff member information, etc. This information can be used in all
programs that can import the database format (for example Microsoft Access or Microsoft
Excel). Please contact your Q-Matic Partner for more information about your System.
Save as file
Management Screens and Statistics Reports can be saved in file formats that are readable
in other programs.
Save As
Select “Save As” from the “File” menu. Select a file format.
Clipboard
Right click and select ”Copy raw data” to copy the information.
The clipboard is a temporary memory in the PC used for short-term storage. Q-Win uses it
to move information from a Management Screen or Statistics Report into Microsoft Excel.
Copy
7
Place the mouse pointer on top of a Management Screen or Statistics Report and click with
the right mouse button. Select “Copy raw data” from the menu.
Paste
Mark a cell in Excel. This will be the upper left corner of the area into which the information
is inserted.
The information is inserted into Excel and can be used for calculations.
OLE (Object Linking and Embedding) is a way to link information between different programs.
The advantage with OLE objects is that they are updated from within the program where
they are used.
The following example shows how an OLE object is opened in Microsoft. Please refer to your
software manual for information about how to insert OLE objects.
• Select “Insert/Object”. A list with all available object sources is opened. Select “Q-
Win System Manager”.
• Parts of the Q-Win menu are now available in Word. Select a Management Screen
or a Statistics Report.
• The Management Screen or Statistics Report is now included in the Word document
but it is still possible to use Q-Win menus to update the information.
7
• Double click on the object to activate the Q-Win menus.
Staff Scheduling
Use Staff Scheduling to calculate the minimum number of Open Work Stations to keep the
Waiting Time below a predefined value.
n Plan the number of Work Stations that must be open to get the Waiting Time under
a specified value.
8
n Automatically plan for breaks.
n Adjust the statistics used to see the effect of an increased customer flow.
Staff Scheduling
Select "Staff Scheduling" from the "Tools" menu or click on the “Staff Scheduling” icon in
the tool bar to open the "Staff Scheduling" window.
8
Settings
Click on the "Settings" icon in the tool bar to open the "Staff Scheduling Settings" dialogue
box.
The length of a
period in the staff
schedule.
The Acceptable
Waiting Time.
Adjustment if the
customer flow is Use statistics from the selected
different from the Categories and Ticket Buttons.
statistics.
The staff schedule is always based on stored statistics. It is important that the dates from which
the statistics were collected and the date for which you are going to make a schedule are
as similar as possible. Never use statistics from a Saturday to make a schedule for a Monday.
• Click on the “Select Start Date” arrow button. A dialogue box appears where dates
with valid statistics are highlighted. Select the Start Date for the days which statistics
will be used to calculate the staff schedule.
• Enter the number of days to be used in the calculations. For example; enter 5 if Start
Day 1 is on a Monday and Monday to Friday should be used for the calculations.
• Enter type of time span. The time span makes it possible to use statistics from more
than one week or one month. Q-Win will read statistics from the start date and the
selected number of dates. Then Q-Win will check if “No. of Time Spans” , see below,
is more than 1. If “No. of Time Spans” is more than 1, Q-Win will jump one time span
(one week if the time span is week or one month if the time span is month) and read
statistics from the specified number of days. Q-Win will continue as many times as
specified in “No. of Time Spans”. There are two types of time spans that can be used
in the calculations. Enter 0 for Week, 1 for Month.
• Enter the number of time spans (No. of Time Spans). This is the number of time spans
(Week or Month) used in the calculations. For example, enter 0 as the “Type of Time
Span” and 4 as the “No. of Time Spans” to include 4 weeks, beginning on the start
date, in the calculations. Each week includes Monday to Friday in the example above.
• Enter at "Open Hours" the time when the office opens and when it closes. Use either
the 24 hour or am/pm mode, e.g. 15.30 or 3.30pm.
8
• Enter at "Period" the period length in minutes. The day is divided into periods. Lunch
and other breaks must be in multiples of the period.
• Enter at "Acceptable W. Time" the maximum Waiting Time the customer should have
to accept.
• Enter the time and the length, in minutes, of the breaks. The System will schedule
the employees around the breaks so that the required service level can be
maintained.
• Select the Categories and Ticket Buttons that should be included in the Staff
Scheduling calculations.
The result of the Staff Scheduling is three graphs. Click on the icon in the tool box to present
the three graphs which show the staff schedule as suggested by the System: the necessary
number of Open Work Stations, the resulting Waiting Time and a Work Schedule for the
8 required Work Stations. The graphs cover one day divided into periods.
This graph shows the suggested number of Open Work Stations. The green line shows the
actual average number of Open Work Stations in each period according to statistics from
the past.
Use the left and right cursor keys to move the cursor from one period column to another.
Use the up and down cursor keys to change the number of Open Work Stations in a period
column. The middle graph shows the resulting change of the Waiting Time.
This is the expected Waiting Time with the number of Open Work Stations shown in the top
graph. It should always lie below the specified Acceptable Waiting Time. Changes in the
number of Open Work Stations in the top graph result in a recalculation of the middle graph
and its left scale.
The graph displays a Work Schedule for the required Work Stations. The graph takes into
account the specified breaks and working hours. Each Work Station is shown as a horizontal
bar. The Number of the Work Station is indicated on the left scale. The bar is thick and yellow
for an open Work Station and thin and red for one which is closed for a break.
This graph is also recalculated if the number of Open Work Stations in the top graph is
changed.
Customer Registration
Information about customers may be stored in a database. The information is used to give
the customers more personal service. The options described in this chapter are only available
if the Q-Win System is connected to a database.
Note that the database must be activated to be able to use the Customer Management.
Please contact your Q-Matic Partner if you need to activate the database.
Enter new information or edit existing information in the "Customer Registration" window.
Customer Registration
Select “Customer Registration” from the “Tools” pull down menu or click on the "Customer
Registration" icon in the tool bar to open the “Customer Registration” window.
New
Edit
The "Customer Registration" The "Customer Registration" window is used to view and
menu item. edit customer information.
Clear
Save
This option can be used to enter a customer’s card number into the database. The customer
must have used a valid magnetic card to get a Ticket. The card number is displayed in the
“Category ... Queue” Management Screen. Call the customer from the Q-Win System
Manager status bar. Click on the “Get Card no.” button to enter the card number into the
database.
Find
9
Search
Go to start or end
OK
Cancel
Database validation
Database validation checks if the inserted information has a valid format. "Settings" specifies
if this option is used. Please contact your Q-Matic Partner for information about the Settings
in your System.
There is a message if you used an incorrect format. It also informs you about the correct format
and the number of characters.
&
A letter must be entered at this position. The letter is changed to upper case.
A character must be entered at this position. Any character can be entered. The
character is changed to upper case.
Enter information and click on the “Find” button to search for a customer.
Staff Member Registration contains all information about the staff member. Most of the
information is stored in a database and is only available if a database is installed. The
information is needed in the Q-Staff option and the Q-Calendar option.
Note that the database must be activated to be able to use the options described in this
chapter. Most parts of the Staff Member Database are used in the Q-Calendar option and
some are used in the Q-Staff option. These options are not included in the standard version
of Q-Win. Please contact your Q-Matic Partner for more information about these options.
Example
The example explains which information that must be entered into the database to be able
to use the Appointment Planner and the Staff Scheduling option. Follow the example and
enter all the information in the same order as described below. The Appointment Planner
will not start if any information is omitted.
Select “Staff Member Registration” from the “Tools” pull down menu or click on the "Staff
Member Registration" icon in the tool bar to open the “Staff Member Registration” window.
10
2. New User
Add a new staff member to the database. Enter the name of the staff member.
Click on the "OK" button. The name is included in the "User's name" list. Continue and add
all new staff members to the database.
A name without a check mark on the data symbol has no data in the database.
Click on the staff member’s name. The error message warns that there is an empty record
in the database.
The "Staff Member Registration" Enter the name of the new user.
menu item.
Click on the “OK” button to enter information about the staff member. This Error Message
will be displayed for each new staff member.
10
Click on the “Yes” button to enter information about the staff member. This Error Message
will not be displayed for the other new staff members.
Click on the “Cancel” button to return to the latest displayed information. The staff member
is not added to the database.
4. General Data
Enter information about the staff member's name, address, telephone number, etc.
Q-Calendar
The following information must be entered to be able to use the Q-Calendar option.
Ticket Button
The name of the Ticket Button used for appointments. This information is used to put
the customers in a queue and assign them a Ticket Number. Note that a customer is
assigned a Ticket Number even if he/she did not take any Ticket or is given a Ticket without
a Ticket Number. The Ticket Number is used in the statistics and internally in the Q-Win
software.
Q-Staff
The following information must be entered to be able to use the staff member in the
Q-Staff option.
Salary is needed to calculate the cost of the staff schedule. Work Start and Work End
are needed to know when the staff member is available for staff scheduling.
This information is optional and not needed to be able to design a staff schedule.
5. Login Codes
Login Codes are used to identify the staff member working at the Work Station. (See page
134 for more information.) Enter the Codes manually or use “Create” to automatically create
Login Codes.
6. Staff Group
A "Staff Group" is a group of staff members handling the same type of tasks, i.e. Information,
Loans, Counter Service, etc. The information is needed to specify the access rights to the
Appointment Planner. A staff member must be included in a Staff Group to be able to use
the Q-Calendar option.
10
Specify first all Staff Groups. Then add all staff members to at least one Staff Group (a staff
member can be included in several Staff Groups). See page 135 for more information.
A “User Group” is a group of staff members, which have the same access rights to the Q-
Calendar option. A staff member should appear in only one User Group. A User Group also
specifies a number of Staff Groups and their access right to the Q-Calendar option (see page
139).
A Staff Group must be included in a User Group to be able to use the Q-Calendar option.
Add Staff Groups to the User Group and specify the access right for each Staff Group.
9. User Rights
Q-Win compares the name entered when the staff member logged in on the PC (not Q-Win)
with the names in User Right. This gives the staff member the correct access to the
Appointment Planner. A staff member must have a valid logon name in User Rights to be able
to use the Q-Calendar option. (See page 135.)
Restart the PC. The Q-Calendar option is not available until the PC is restarted and a valid
logon name is entered.
Use the "Staff Member Registration" window to edit existing records and to enter new
records.
Select “Staff Member Registration” from the “Tools” pull down menu or click on the "Staff
Member Registration" icon in the tool bar to open the “Staff Member Registration” window.
User's Name
A list with all staff members is registered in the database. The symbols in the list describe the
information which is available for each staff member. Set the “View Staff Member with Login
Code” check mark to show the Login Code instead of the symbols.
Login Code
A check mark over the Login Code symbol indicates that the staff member has been
assigned a Login Code.
10
Staff Data
A check mark over the Staff Data symbol indicates that there is information about the
staff member in the database.
10 Set the check mark to show the Login Code in the "User's name" list instead of the Login
Code symbol and the Staff Data symbol.
General Data
General information about the staff member such as name and address. There is also
information here for the Q-Staff option (working hours, salary, etc.) and the Q-Calendar
option (Ticket Button).
Accessibility
Login Codes
Login Codes are used to identify the staff member at the Work Station.
User Rights
User Rights must be specified to be able to use the Q-Calendar option. It protects the Q-
Calendar option from unauthorised access.
User Groups
User Groups must be specified to be able to use the Q-Calendar option. It specifies each Staff
Group's access level in the Q-Calendar option.
Staff Groups
Staff Groups must be specified to be able to use the Q-Calendar option. It specifies the work
assignment of the staff members.
New User
Add a new staff member to the database. Enter the name of the staff member. Click on
the "OK" button. The name is included in the "User's name" list. There is no information about
the staff member in the database. A name without a check mark on the data symbol has
no data in the database.
Beside the data symbol there is a Login Code symbol. For more information about Login Codes,
see page 134. 10
Click on the staff member’s name. The error message warns about an empty record in the
database. There are three options available.
Click on the “OK” button to enter information about the staff member. This Error
Message will be displayed for each new staff member.
Click on the “Yes” button to enter information about the staff member. This Error
Message will not be displayed for the other new staff members.
Click on the “Cancel” button to return to the latest displayed information. The staff
member is not added to the database.
Enter information about the staff member. Please contact your Q-Matic Partner if you need
help.
Delete User
Enter the name of the new A check mark indicates if there is information
staff member. about the staff member in the database.
General Data
The e-mail address to the staff member. The Appointment Notify Service uses this address
to inform the staff member about new appointments and when a customer has arrived for
an appointment.
Pager
The pager used by the staff member. The Appointment Notify Service uses this information
to inform the staff member about new appointments and when a customer has arrived for
an appointment. The available Pagers are specified in the Pager Settings.
Office Printer
The printer used by the Appointment Notify Service. The Appointment Notify Service uses
this printer to inform the staff member about new appointments and when a customer has
arrived for an appointment. Click on the “Printer” button to open the standard “Page Setup”
10 window. Specify a printer. The “Printer” button is only available at the Q-Win System Server;
it is disabled at remotely connected computers.
Salary
(Q-Staff) The total cost, (rather than the mere salary), per hour for the Staff member.
The "General Data" dialogue. Select a printer for the Appointment Notify
Service.
Work Start
(Q-Staff) Work Start is when it is possible for the staff member to start working. This must
not necessarily be the actual start hour; but from this hour on, it is possible to use the staff
member in the schedule. The staff member can not be used in the schedule before this hour.
Work End
(Q-Staff) The staff member can not be used in the schedule after this hour.
Ticket Button
(Q-Calendar) The Ticket Button assigned to the staff member or Staff Group.
(Q-Staff) The first limit specifies how many hours a staff member may work during a given
number of weeks, for example 40 hours during one week.
(Q-Staff) The second limit specifies how many hours a staff member may work during a given
number of weeks, for example 150 hours during four weeks.
(Q-Staff) This option for the second limit uses the present month as time span. Number of 10
weeks is ignored.
Accessibility
Login Codes
Login Codes are used to identify the staff member working at the Work Station. The staff
member enters the Login Code to open the Work Station. The information is used in Statistics
Reports and Management Screens.
The Login Codes are not stored in the database and they are available even if Q-Win is not
connected to a database. If Q-Win is used without a database Login Codes is the only available
option in the Staff Member Registration window.
Name
Login Code
The unique Login Code. The Login Code is entered from the Work Station Terminal to identify
the staff member.
Login Password
The Password used to get access to the Q-Client option. The password must be unique; two
staff members with the same password can not get access to the Customer Management.
Lock the staff member to a specific Priority. The staff member will call customers according
to the Priority selected in the "Priority" list box.
Create
A unique Login Code is automatically created for the selected staff member.
User Rights
User Rights protects Q-Win from unauthorised access. A staff member must have a valid Logon
Name to be able to use the Q-Calendar option.
Logon Name
The "Logon Name" is specified here. This is the name used to log onto the PC at start-up.
Usually a widow is opened at the start-up of the PC. The window contains a logon name and
a password. The logon name should be entered in "User Right" (never the password). This
name is used by Q-Win to identify the user of the PC. If this name is changed in the PC, it
must be changed in the Staff Member Database too.
User name
The user name used by the staff member to get access to the reports on the WWW Server.
Password
The password used by the staff member to get access to the reports on the WWW Server. 10
Staff Groups
Click on the “Staff Group” button to open the Staff Group dialogue. A “Staff Group” is a
group of staff members handling the same type of tasks, e.g. Information, Loans, Counter
Service, etc. The information is needed to specify the access rights to the Q-Calendar option.
A staff member must be included in a Staff Group to be able to use the Q-Calendar option.
The Staff Group may consist of one staff member only.
Specify first all Staff Groups. Then add all staff members to at least one Staff Group. A staff
member can be included in several Staff Groups.
Not member of
Add
10 Remove
Add All
Remove all
Edit Settings
Open the "Staff groups" window. Add, remove and edit the Staff Groups.
• Click on the "Yes" button to remove the Staff Group or on the "No" button to keep
the Staff Group.
• Click on the "OK" button to save the change or click on the "Cancel" button exit
without changes.
10
• Click on the "OK" button to save the new name or click on the "Cancel" button to
keep the old name.
• Click on to add the selected staff members to the Staff Group or on to add
all staff members. Click on to remove the selected staff members from the Staff
Group or on to remove all staff members. Click on the "Close" button and then
on the "OK" button to save the changes. Click on the "Close" button and then on
"Cancel" to exit without changes.
User Groups
A “User Group” is a group of staff members, which has the same access rights to the Q-
Calendar option. A staff member should appear in only one User Group. A User Group also
specifies a number of Staff Groups and their access right to the Q-Calendar option. A staff
member must be included in a User Group to be able to use the Q-Calendar option. Click on
the “User Group” button to open the “User Group” dialogue.
Not member of
Add
Remove 10
Remove the staff member from the selected User Group.
Add All
Remove all
Edit Settings
Open the "User Group Management" window to add, edit or remove User Groups.
• Click on the "New Group" button in the "User Group Management" window.
• Click on the "OK" button to save the new User Group or click on the "Cancel" button
to exit without any changes. Edit the User Group Settings to specify the access and
to add Staff Groups.
• Select the User Group from the "User group" list box in the "User Group Manage-
ment" window.
• Click on the "Yes" button to remove the User Group or on the "No" button to keep
the User Group.
10
• Select a User Group from the "User Group" list box in the "User Group Management"
window.
• Click on the “Add” button to add all selected staff members to the User Group.
• Click on the “Select All” button then on the “Add” button to add all staff members
to the User Group.
10 • Click on the “Remove” button to remove all selected staff members from the User
Group.
• Click on the “Select All” button then on the “Remove” button to remove all staff
members from the User Group.
• Click on the “Clear sel” button to remove all selections (note that it is the selections
that are removed, not the selected staff members).
• Click on the “Close” button then on the “OK” button to save the changes. Click on
the “Close” button then on “Cancel” to exit without changes.
The User Group Settings specifies the Staff Groups included in the User Group and their access
rights to the Q-Calendar option. A Staff Group must be included in a User Group to be able
to use the Q-Calendar option.
Add Staff Groups to the User Group and set each Staff Groups access right in "Q-Calendar
rights".
Click on the "Edit Settings" button in the "User Group Management" window.
Group name
The Staff Groups included in the User Group. A Staff Group must be included in a User
Group to be able to use the Q-Calendar option. Select a Staff Group to change its
Settings.
Add access
Remove
The Staff Group may read the information in the Q-Calendar option. They can not insert
any information.
The Staff Group may read the information in the Q-Calendar option. They may also manually
set that a customer has arrived. It is used when the customers do not take Tickets by
themselves. The Staff Group can not book any appointments.
The Staff Group has complete access to the Q-Calendar option. They can read, set
appointment status to "arrived" and add or edit appointments.
WEB Reports
Click on the “WEB Reports” tab. Specify which Statistics Reports that the User Group have
access to from a WEB browser.
Refresh
Branch Access
Click on the ”Branch Access” tab. Specify the branches in the Q-Net network that the User
Group has access to.
Refresh
10
Copy Staff Member information
Copy
Select the staff member whose information should be copied. Click with the right mouse
button and select "Copy".
Paste
Select a staff member, click with the right mouse button and select "Paste". A copy of the
General Date is inserted.
10
Utilities
Utilities are a collection of different tools in Q-Win. Some of them are only used by service
personnel.
n Get alarms from the System, for example if the Ticket Printer needs a new Ticket
Roll.
The Q-Win System provides the possibility of sending an Alarm from the Q-Win System
Manager to a Work Station. The Alarm number will be shown in the Work Station Terminal
Display. Only the Work Station Terminal type KT2143 is able to receive Alarms.
Select “Alarm to Work Station” from the “Utilities” pull down menu to open the “Alarm to
Work Station” window.
This is the Number shown in the Work Station Terminal Display when an Alarm is issued.
Send Alarm
Click on the “Send Alarm” button to send the Alarm to the selected Work Station Terminal.
The Alarm Number is shown in the Work Station Terminal Display.
The "Alarm to Work Station" window. The "Alarm to Work Station" menu item.
Q-Win can send Alarms to the Q-Win System Manager (if the Alarm function is enabled). There
are two types of Alarms. Alarm from a Work Station Terminal and Alarm from the System
(external units or the Q-Win program itself). Contact your Q-Matic Partner for more
information about the Settings in your System.
The Alarm is sent when the Alarm Key is pressed on the Work Station Terminal (KT2143).
The Alarm informs about critical situations at the Work Station. The Work Station Number
is shown on the PC screen.
The System may for example send an Alarm to inform that the Ticket Printer needs a new
Ticket Roll or that there are too many customers waiting. Which Alarms that are available
in the System depends on the System Settings. The Alarm message on the screen shows the
Alarm Number and the name of the unit sending the Alarm.
11
Alarm from a Work Station. Alarm from a Ticket Printer (Alarm from
the System).
Reset System
“Reset System” deletes all the Ticket Numbers of waiting customers. New Ticket Numbers
will begin from the start number. Only the statistical information collected after the latest
automatic saving will be lost. The statistical information is automatically saved at regular
intervals. The time between savings depends on the Settings. Contact your Q-Matic Partner
for information.
Reset System
Select "Reset System" from the "Utilities" pull down menu or click on the icon in the tool
bar to open the "Reset System" window.
Note! Never use the "Reset System" option when there are waiting customers.
11
The "Reset System" menu item. Click on the ”OK” button to reset
the System or click on the “Cancel”
button to close the window without
reset.
Display Test
Select “Display Test” from the “Utilities” pull down menu to open the “Installation ID Test”
window.
The Display Test turns on all LEDs and LCDs on all Displays in the System.
Time of Test
OK
ID Code Test
Select “ID Codes Test” from the “Utilities” pull down menu to open the “Installation ID Test”
window.
The ID Codes Test is used to show the present ID Code Setting of each Display and Work Station
Terminal.
Time of Test
OK 11
Click on the "OK" button to start the test.
The "ID Codes Test" menu item. The "Installation ID and LED/LCD
Test" window.
The Error Log File is used by service personnel to trace errors in the System.
Select “View Error Log” from the “Utilities” pull down menu or click on the icon in the tool
bar to open the “View of Error Log” window.
The Error Log window displays messages about the System. All of these are not errors and
will not affect the function of the System.
Click on the "Update" icon to update the information in the Error Log window.
Select Font
Click on the "Select Font" icon to change the font in the Error Log window.
11
Select Branch
It is possible to connect the local Q-Win System to another branch using Q-Win. Use modem,
RS232, Q-Matic System I/O or a network connection to connect the Systems. When the
connection is established, all remote Settings, Management Screens and Ticket Texts will
appear and function in the same manner as if the Q-Win System was running locally. Any
changes made from the local branch in the remote System will be stored in that System.
In the “Branch Register” there is a list of all available branch connections. There are also tools
to edit the connections.
Branch Register
Click on "Select Outside Branch" in the "Utilities" pull down menu or click on the "Open the
Branch Register" icon in the tool bar to open the "Branch Register" window.
The left-hand list box contains all available branches. To select a branch click on the branch
name. The details of the selected branch will appear in the right-hand list box.
11
Branch No, Name, Address, City, Country, Notes, Phone No.
Modem No
Stat Directory
Enter the directory used by the receiver to save the transferred statistics. The directory must
be unique for every branch from which statistics are received. For the local computer
(Connection DIRECT) the “Dir Stat” must be STAT.
Type of connection.
Transfer statistics
between branches.
11
The local System may need information from the Q-Win Set-up File of the branch now and
again. To make communication faster it is therefore suggested to read and save the Set-
up File of the branch.
Under “Catch Set-up” enter the path and file name where the Set-up File of the branch
should be saved. This must be unique for every branch. The “Catch Set-up” check box must
also be marked. If the DIRECT connection is the only one in use, the Catch Set-up should not
be used. It is only intended for outside connections.
Save
Click on the “Save” button to save information in the Branch Register. Most information is
automatically saved and the “Save” button is shadowed.
Delete
Right click on the branch in the branch list and select “Delete” from the menu to remove
the branch from the Branch Register.
Transfer of statistics
Collect statistics files from other branches. The transfer can be manual or automatic at a
predefined time interval.
Branch Register
Click on "Select Outside Branch" in the "Utilities" pull down menu or click on the "Open the
Branch Register" icon in the tool bar to open the "Branch Register" window.
The left-hand list box contains all available branches. To select a branch click on the branch
name. The details of the selected branch will appear in the right-hand list box.
Connect
Click on the “Connect” button, or right click on the branch name in the branch list and select
“Connect to Branch” in the menu, to connect with the remote branch.
Selection
Click at the “Transfer” button, or right click on the branch name in the branch list and select
“Transfer” in the menu, to open the selection window.
Import statistics files and Import statistics files and All statistics updated
save them as statistics save them in the from this date on will be
files. database. transferred.
Import information
from the remote
database to the local
database.
Automatic transfer of
statistics.
Export information
from the local
Manual transfer of
database to the
statistics.
remote database.
Import Q-Win Statistics Files from the remote branch and store them as Q-Win Statistics
11 Files. The statistics can be used to print Statistics Reports and in Staff Scheduling.
Import Q-Win Statistics Files from the remote branch and store them in the database.
The statistics are stored in a database and can be used by other applications.
The starting date for the statistics that should be transferred. All statistics updated from
this date on will be transferred.
Branch Id
The Branch Id for the remote branch. It is very important that the entered Branch Id is
the same as in the Select Outside Branch register in the remote computer.
The last date that information was transferred. All information updated from this date
on will be transferred.
Automatic Transfer
Click on the "Edit Scheduler" button to open the "Time Scheduler" window. Click on the
"Add" button to specify a Time Schedule stating when the transfer should take place. The
Scheduler can contain more than one line, each line specifying a date or a range of dates
and a time span for transfer to take place. The statistics are transferred at all times specified
in the Scheduler.
Add
Click on the "Add" button to add a new date and time to the Scheduler.
Every Day
11
Transfer statistics every day.
Date
Add a new
printout time.
Remove the
selected
printout time.
Edit the
selected
printout time.
Transfer on a
specific day of
the month.
Transfer on a
specific day in
the week.
Transfer on the
last day of the
month.
Day in Month
Transfer statistics on a specific day in the month. If more than one day is selected, the
statistics are transferred on each selected day.
11 Day in Week
Time
Start to transfer statistics at the Start time but before the End time on the selected days.
A time must be selected, otherwise no transfer will take place. Q-Win tries to transfer
at the Start time. If the PC is occupied Q-Win continues to try to transfer until it is successful
or until the End time is reached. No transfer starts after the End time. Never use the same
Start and End time. A time span of at least five minutes is recommended.
Exclude
Mark the check box to exclude selected months or enter the week numbers to exclude
selected weeks from the Scheduler. No transfer will take place in the selected months
or weeks.
Edit Activity
Click on "Edit Activity" to edit the options for the selected line.
Remove
Click on the "Remove" button to remove the selected line from the Scheduler.
11
Save Schedule
Manual Transfer
Click on the “Transfer Now” button to start the non-automatic transfer of statistics.
File Transfer
File Transfer is used to transfer files in both directions between the local Q-Win System and
another branch. All kinds of files can be transferred. Select first the branch to/from which
the statistics should be transferred (see page 153).
Select "File Transfer" from the "Utilities" pull down menu to open the "File Transfer"
window.
Copy Files
Copy selected files in the direction specified by the arrow in the "Copy" buttons.
Make Directory
11
Click on the "Make Directory" button to make a new directory.
Rename
Delete
Statistical files created with QMPC have a different format than the Q-Win files. The file
format must be converted before the files can be used in Q-Win.
11
Select "Convert QMPC statistical files to Q-Win" from the "Utilities" pull down menu to open
the "Base Directory for QMPC Statistics" window.
Enter the path for the directory containing the QMPC statistical files. All QMPC statistical files
in the directory and in all its subdirectories will be converted to Q-Win statistical files. All QMPC
files that do not exist as Q-Win files will be converted. The file is not converted if there already
exists a Q-Win file with the same file name as the QMPC file. The converted files are stored
in the same directory as the QMPC files.
The "Convert QMPC statistical files Enter the directory containing the
to Q-Win" menu item. QMPC statistical files.
11
Window
The options in the "Window" pull down menu organise the screen.
12
Cascade
"Cascade" will put one window on top of the other, leaving the upper border and left hand
edge uncovered.
Tile
"Tile" will split all open windows into equal parts on the screen.
Arrange Icons
"Arrange Icons" will arrange all present icons along even lines and with equal distances from
each other.
Close all
12
Priority
Priority specifies in which order customers are called to the Work Station. Priorities make the
queue management more efficient. Only Tickets issued from different Ticket Buttons are
influenced by the Priority.
Predefined Priorities
The default Priority Settings are defined as follows. Other Settings are possible.
Priority 1
Priority 2
Priority 3
Priority 4
Priority 5
Priority 6
Priority 7
13
Call customers from Ticket Button 7.
Priority 8
Priority 9
Call customers from Ticket Button 2 if there are any, otherwise from Ticket Button 1.
Priority 10
Call customers from Ticket Button 3 if there are any, otherwise from Ticket Button 1.
Priority 11
Call customers from Ticket Button 4 if there are any, otherwise from Ticket Button 1.
Priority 12
First call all customers from Category 3, then all from Category 2, otherwise from Ticket
Button 1.
Priority 13
First call all customers from Category 4, then all from Category 3, then all from Category 2,
otherwise from Ticket Button 1.
Priority 14
Call customers from both Category 1 and 2, alternating between the two Categories.
Priority 15
Call customers from both Category 2 and 3, alternating between the two Categories.
Priority 16
Call customers from both Category 3 and 4, alternating between the two Categories.
The Q-Win System supports three kinds of Work Station Terminals; KT 2011, KT 2143 and
a software based Work Station in the Q-Win System Manager. These require different
Settings. See section 19.4 for the KT2011, section 18.4 for the KT2143 and 17.2 for the Work
Station in the Q-Win System Manager.
13
13
Login Code
Login Codes are used to identify the staff member working at the Work Station. The staff
member enters the Login Code when the Work Station opens. The information is used in
Management Screens and Statistics Reports. The Login Codes must be stored in the Staff
Member Registration before they can be used.
14
Select “Staff Member Registration” from the “Tools” pull down menu or click on the "Staff
Member Registration" icon in the tool bar to open the “Staff Member Registration” window.
For more information, see page 134.
The Login Codes are used in the Management Screens to identify the staff member.
The Login Code is for example shown in the "Work Station's Login Name, Matter code &
Priority" Management Screen.
The "Staff Member The "Work Station's Login Name, Matter code & Priority"
Registration" menu item. Management Screen.
14
Matter Code
Matter Codes give detailed information about the type of service within a Category and the
number of times that it is performed. There may, for example, be a Category called “Counter
Service”. This Category consists of many types of services, for example pay bills and buy
stamps. Pay bills and buy stamps are assigned different Matter Codes. The Matter Code is
entered at the Work Station Terminal. The Matter Code is used in Statistics Reports and on
Management Screens.
The Matter Code can also be used to plan the time needed for an appointment.
n Plan the time needed for an appointment (used with the Q-Calendar option).
Select “Work Stations --> Work Station Matter Codes” from the “Settings” pull down menu
to open the “Work Station's Valid Matter Code Settings” window.
No
Name
Code
The Matter Code is the number entered at the Work Station Terminal to identify the Matter.
The Matter Code is printed on Management Screens and in Statistics Reports.
Time
The time needed for the Matter. This time is used in the Appointment Planner to help plan
the time needed for an appointment. The time is an average time based on the experience
of the staff members.
15
The Matter Codes are edited directly in the “Work Station Valid Matter Code Settings”
window.
• Click in the first empty Matter slot after the end of the list and enter a Matter Name.
• Click in the Code column and enter a Matter Code or use the up and down arrows
to select a Code. Each Code must be unique.
• Click in the Time column and enter a time for the Matter. Enter the number of hours
and minutes for example enter 0010 to set the time to ten minutes. It is also possible
to use the arrows to set the time. The time is based on experience from the staff
members or information from the Statistics Reports.
Edit a Matter
• Click on the information that should be edited and enter the new information.
Delete a Matter
• Click to the left of the Matter Number to select the line. An arrow indicates that the
line is selected.
Click with the left mouse button in the top left corner of the Matter list to open the printer
dialogue.
Click with the right mouse button in the top left corner of the Matter list to open the “Grid
Properties” dialogue.
Title
The column name. The name can be changed, for example translated to a new language.
Changing the name does not affect the information shown in the column.
Column is disabled
Set the check mark to disable the selected column. The column is not shown on screen but
the information is still available for the program.
The width of the column. It is possible to edit the width directly in the table. Place the mouse
on the column border. The pointer changes to a double arrow.
15
Press the left mouse button and drag the column border to a new position.
Right click in the top left corner The "Grid Properties" dialogue.
of the Matter list to open the
“Grid Properties” dialogue.
Order of placement
Change the order of the columns. The order may also be changed directly in the table. Place
the mouse pointer on the column title. The pointer is transformed into a hand.
Press the mouse button and drag the column to a new position.
The Matter Code is used in both Statistics Reports and Management Screens.
"All Customer and Matter Codes" is an example of a Statistics Report with Matter Codes.
"Work Station's Login Name, Matter Code & Priority" is an example of a Management Screen
with Matter Codes.
15
Password
Passwords are used to control the access to some of the functions in Q-Win.
n Protect information.
16
Password Settings
Password Settings
Select “Password” from the “Settings --> System” pull down menu to open the “Set
Password” window.
Master password
This password gives access to all protected areas in Q-Win including “Set Password”. The
default Master password is “ULAN”.
The time interval during which there is no activity when a password protected area requires
the password again. Only in use if “After timeout” is selected in “Prompt for password”. A
new period starts each time a password is entered.
User passwords
A list of defined passwords. For every password in the list it is possible to select areas into which
the password will give access. The selection is done from “System access rights:” and
“Management menu assess rights”.
Add
Remove
16
Change
Select the areas that should be accessible when the selected password is used.
Mark each Management area that should be accessible when the selected password in the
“User password” list is used. Management Screens can be protected by Management menu
access rights, each with its own password. The different Management menu access rights 16
make it possible to specify which information a staff member may have access to. Contact
your Q-Matic Partner for help in creating the Management menu access rights.
Edit names
Always
The correct Password is required each time one of the marked areas under “System
access rights:” is selected.
After timeout
The correct Password is required after the time-out has elapsed for the password. This
is when none of the marked areas under “System access rights:” has been accessed
during the time indicated in the “User password timeout” box.
The correct Password is required only the first time one of the marked areas under
“System access rights:” is selected.
Enter Password
The "Password" window indicates that a Password must be entered to gain access to the
requested area.
Enter Password
16
With Work Station Control it is possible to select a Priority, call customers and close the Work
Station from the Q-Win Main Window.
17
Normally, the Priority used by a Work Station when calling customers is hardware-set at the
Work Station Terminal. However, a Priority Setting from the Q-Win Main Window will
override this Work Station Terminal Setting.
Click on the “Work Station/Priority” button to the far right on the status bar of the Q-Win
Main Window to open the “Select Work Station and Priority” dialogue box.
Click on the number of the Work Station to be handled. The list may contain more Work
Station Numbers than there are physical Work Stations in the system.
Select Priority
Select a suitable Priority from the list of default Priorities and click "OK".
This Ticket Printer is used when Tickets are printed from the Q-Win System Manager and
no specific Ticket Printer is selected.
17
Click on the "Call next Customer" button on the status bar to call the next customer.
Ticket Number
The Ticket Number is shown in the Ticket Number Box to the right of the "Call next Customer"
button.
Click on the "Close Work Station" button to close the selected Work Station.
Call the next Close the Work The branch that Q-Win is
customer. Station. currently connected to.
17
17
The Work Station Terminal KT2143 supports a wide range of operations. They can be
everything from basic functions such as calling customers to more complex functions such
as transferring a customer to another Category (Service).
n Select Priority.
n Send alarms.
18
n Get information about number of waiting customers, alarms, etc.
General
All functions in the KT2143 are specified in Q-Win. These functions, as most functions in Q-
Win, are programmable and can be tailor-made to suit your needs. This manual describes
the standard settings for KT2143. Please contact your Q-Matic Partner if the functions in
your KT2143 are different from those described here or if you want to change the functions.
The KT2143 is equipped with an LCD display, two LED’s and a keyboard with 33 keys. The
LED’s give a clear indication when something in the System needs attention. The exact
function of the LED’s depends on the settings in Q-Win.
The Work Station Terminal Display shows a standard set of information. Two of the
information fields are optionally programmable.
2 Indicates if a customer is stored in the Park Register. The Park Register temporarily
stores Ticket Numbers. This register is only used in some Systems.
4 Indicates the time of day, a called customer's Waiting Time or optional information.
Each type of information is displayed during a preset time.
6 Indicates that the information at position 14 shows the lowest number of remaining
Tickets in any Ticket Printer.
18
10 Indicates that there is an Alarm. The Alarm Number is showed at position 14.
11 Indicates number of waiting customers in the Category served at the Work Station.
When the Park function is used, this field indicates number of entries in the Park
Register.
13 Indicates next customer's Real Waiting Time. When the Park function is used, this field
indicates the position in the Park Register.
14 Indicates Alarm Number or the lowest number of Tickets left in any Ticket Printer.
16 Displays the present Ticket Number, a number entered from the keyboard or Good/
Err as result of an operation.
17 Indicates which one of the top 5 Priority keys (P1-P5) has been selected.
18
Keys
P1 to P5 Priority Selection
Log in
Send Alarm.
In the explanation below italic text indicates a number that must be entered from the Work
Station Terminal Keyboard. Italic text within square brackets, [text] indicates a number that
is optional; if no number is entered, the number shown in the Work Station Terminal Display
is used. Each Terminal in the Q-Win System is unique and can be programmed in a specific
way. Most of the programming only has to be done once. These parts are marked with an
asterisk * in the following.
Select the Priority used by the Work Station to call customers. The Priority specifies in which
order Tickets taken by different Ticket Buttons should be called.
* Set Priority
Set or change a Priority stored at key P1 to P5. Select the Priority Number that corresponds
to the Priority Settings. The Priority selects customers in a Priority order, when called by the
"NEXT" key. This must be done before calling any customers.
Key: Display:
ALT
P3 Current Priority number
7 7
ENT Good
* Select priority
Select the Priority to be used by the Work Station by pressing one of the keys P1 to P5. The
Priority selected will be the Priority used when the “NEXT” key is pressed. 18
P1, P2 ... P5
Call a Customer
Call the customer first in line in accordance with the selected Priority by pressing the “NEXT”
key. A zero is displayed if there are no more customers to call.
NEXT
Call a customer with a specific Ticket Number. "Err" is displayed if the Ticket Number does
not exist.
Alarm
Alarms are used when the Work Station needs extra attention. A less drastic way to call
attention is to use a Message.
Alarm
By pressing the Alarm key, an Alarm Display, if available, shows the number of the Work
Station that sent the Alarm.
Clear an Alarm
ALT ALT
Message
Message Number
Clear a Message
18 Login Code
A user Login Code is entered and stored in the statistics for future tracking of a staff member
using more than one Work Station. This function must first be prepared in the Q-Win System.
Login Code
Log out
ALT
CLOSE
Remove Customers
Remove a Ticket Number from a Ticket Button queue. The Ticket Number will not be included
in the statistics.
Specify the Ticket Button Number, from where the Ticket Number should be removed.
Remove a Customer
[Ticket Number]
Key: Display:
ALT
Currently selected Ticket Button
1 1
ENT Good
122 122
18
Good
Transfer the customer called to the Work Station, to the first position of another Ticket Button
queue. The statistical information will include all information about Work Stations and Ticket
Buttons involved in the transfer.
Select the Ticket Button Number, where the Ticket Number should be placed first in line.
Transfer the customer (Ticket number) shown in the Work Station Display to the selected
queue.
Example: Call a customer and then transfer the customer to the first position in the queue
of Ticket Button 1.
Key: Display:
ALT
Good
18
Transfer the customer called to the Work Station, to a fixed position in a Ticket Button queue.
It is possible to use the same Ticket Button as the one from which the customer was called.
The statistical information will include all information about Work Stations and Ticket Buttons
involved in the transfer.
Select the Ticket Button Number to which the customer should be transferred.
Transfer the customer (Ticket Number) to the selected position in the selected Ticket Button
queue.
Example: Call a customer and transfer the customer to position 4 in the queue of Ticket Button
3.
Key: Display:
Transfer the customer called to the Work Station, to the last position in a Ticket Button queue.
It is possible to use the same Ticket Button as the one from which the customer was called.
The statistical information will include all information about Work Stations and Ticket Buttons
involved in the transfer.
Select the Ticket Button Number to which queue the customer should be transferred.
Transfer the customer (Ticket Number) to the last position of the selected Ticket Button
queue.
Example: Call a customer and transfer the customer to the last position in the queue of Ticket
Button 1. Ticket Button 1 is already entered and saved.
Key: Display:
Transfers the customer called to the Work Station, to another Ticket Button queue. The
18 customer is inserted in a position determined by the Waiting Time. The statistical information
will include all information about Work Stations and Ticket Buttons involved in the transfer.
Select the Ticket Button Number of the queue the customer should be transferred to.
Transfer the customer (Ticket Number) to the selected queue. The position in the queue
depends on the Waiting Time. A longer Waiting Time results in a better position in the queue.
The best position is the next customer to be called.
Show a Ticket Number on the Main Display. No new Ticket Number is created and no statistical
information is saved.
Set the Work Station Number to appear on the Main Display together with the Ticket
Number.
Set the Ticket Button Number to show on the Main Display. This will provide a correct Ticket
Button letter on the Display, if such a letter exists.
Select Display
Select the Main Display which will show the information selected above.
Finally select the Ticket Number to appear together with the other entered information.
[Ticket Number]
Example: Ticket Number 15 from Work Station 4 and Ticket Button 2 should be displayed
on Main Display 1.
18
Key: Display:
ALT
Currently saved Work Station Number
4 4
ENT Good
ALT
ALT
Currently saved Ticket Button
2 2
ENT Good
ALT
ALT
ALT
Currently saved Main Display
1 1
ENT Good
15 15
Good
Additional functions
Alert (Recall) the last called customer by re-displaying the Ticket Number and the Work Station
Number on the Main Display.
ALT NEXT
Matter
Store a Matter Code in the statistics. This function must first be prepared in the Q-Win System.
Matter Code A
Walk Direct
This key is used to include in the statistics customers who walk straight up to a free Work
Station without taking a Ticket from the Ticket Printer. Walk Direct can only be used if there
are no waiting customers.
18
Dip-Switches
The Dip-Switches give each Work Station a unique identity. The Dip-Switches are located
behind the small cover under the Work Station Terminal. Pull the cover sideways to open.
Use the cover to change the switches. Those switches in the list below that are not specified
as “on” must be in position “off”.
- - - - - - - 1
on - - - - - - 2
- on - - - - - 3
on on - - - - - 4
- - on - - - - 5
on - on - - - - 6
- on on - - - - 7
on on on - - - - 8
- - - on - - - 9
on - - on - - - 10
- on - on - - - 11
on on - on - - - 12
- - on on - - - 13
on - on on - - - 14
- on on on - - - 15
on on on on - - - 16
- - - - on - - 17
on - - - on - - 18
- on - - on - - 19
on on - - on - - 20
- - on - on - - 21
on - on - on - - 22
- on on - on - - 23
on on on - on - - 24
- - - on on - - 25
on - - on on - - 26
- on - on on - - 27
on on - on on - - 28
18
- - on on on - - 29
on - on on on - - 30
- on on on on - - 31
on on on on on - - 32
....
Dip switch 8
off If Automatic Calling is used or if none of the options described here is used.
on If Bar-code Reader is used.
Please contact your Q-Matic Partner if a Work Station Number higher than 32 is to be used.
18
The Work Station Terminal is placed on the desk of the Work Station. The next customer
to be served, is called from the Work Station Terminal. The Work Station Terminal is used
to set the Priority which the Work Station is to use.
n Call customers.
n Send alarms.
19
General
Two Terminals KT2010 & KT2011 are available within the same family; the KT2010 comes
without a Priority Switch.
The character, in front of the 3-digit Ticket Number, indicates that less than 50 Tickets remain
in the Ticket Printer.
Three dots, between the first and second digit of the Ticket Number, indicate that the Work
Station Display is flashing.
The character, in the top left corner of the Work Station Terminal Display, indicates that there
are waiting customers.
The Plus Sign character indicates that more than five customers per Open Work Station are
waiting.
145
The called Ticket Number. A 0 is shown if there are no customers to call. The next customer
who takes a Ticket will be called automatically.
19
Keys
Next
Group
Use the "GROUP" switch to select the Priority Number. See 9.3.4.
Close
The first time the key is pressed, the Work Station Terminal Display shows the number of
waiting customers in the selected Priority.
The second time the key is pressed, the Work Station will be closed.
The Priority (GROUP) Switch can be set to 16 different positions: 0 - 9, A - F. Every switch
position corresponds to a Priority Number.
Priority
Priority can be given to one Category over another Category. The Category with highest
Priority will be served first. If there are no waiting customers in this Category, the Category
with second highest Priority will be served, see chapter 8.
Turn the switch to the position corresponding to the Category, the Work Station is supposed
to serve.
3 Preset Priorities in Q-Win, which will override Priorities set according to 1 and 2 above.
Alarm Function
If the “CLOSE” key is held down for more than 5 seconds, “LLL” will be shown in the Work
Station Terminal Display and an Alarm signal will be sent to an Alarm Display, if available, and
to the Q-Win System Manager Screen. The Alarm Display will show the Work Station Number.
Each Work Station must have a unique number. This number is specified by the Dip Switches
inside the Work Station Terminal.
Switches 1 - 3 specify the Priority of the KT2010 Work Station terminal. Switches 4 - 8 identify
the Work Station Number for both KT2010 and KT2011.
Work Stn. 1 - - - - -
Work Stn. 2 on - - - -
Work Stn. 3 - on - - -
Work Stn. 4 on on - - -
Work Stn. 5 - - on - -
Work Stn. 6 on - on - -
Work Stn. 7 - on on - -
Work Stn. 8 on on on - -
Work Stn. 9 - - - on -
Work Stn. 10 on - - on -
Work Stn. 11 - on - on -
Work Stn. 12 on on - on -
Work Stn. 13 - - on on -
Work Stn. 14 on - on on -
Work Stn. 15 - on on on -
Work Stn. 16 on on on on -
Work Stn. 17 - - - - on
Work Stn. 18 on - - - on
Work Stn. 19 - on - - on
Work Stn. 20 on on - - on
Work Stn. 21 - - on - on
Work Stn. 22 on - on - on
Work Stn. 23 - on on - on
Work Stn. 24 on on on - on
Work Stn. 25 - - - on on
Work Stn. 26 on - - on on
Work Stn. 27 - on - on on
19 Work Stn. 28 on on - on on
Work Stn. 29 - - on on on
Work Stn. 30 on - on on on
Work Stn. 31 - on on on on
Work Stn. 32 on on on on on
Please contact your Q-Matic Partner if a Work Station Number higher than 32 is to be used.
Ticket Printer
The Ticket Printer prints the Tickets specified in the Q-Win System. The Ticket Printer receives
all information regarding layout from Q-Win.
The Ticket Printer is the unit that prints the Tickets. The Ticket Printer receives all information
regarding layout from the Q-Win program.
n Thermal printing is fast, silent and you don’t need any ink or toner.
20
Description
The old type of Ticket Printer, BP2228, and the new type, BP2884, work in the same way.
The Ticket Printer is equipped with a removable front cover plate. There are front covers
for 1-9, 25 or 64 Ticket Buttons.
20
The Ticket Printer can not be opened without a key. Caution. Be sure to lock the Ticket
Printer afterwards. The Printer Head is of a thermal thickfilm type, which makes it sensitive
to short circuits. Never use any metal objects when removing old Ticket parts from the ticket
outlet. Please keep this in mind. Always.
• Press the Paper Feed Button to remove all remaining Tickets. Do not use any metal
objects to remove remaining Tickets.
• Keep the Paper Feed Button pressed and feed the paper into the Print Head. There
is a Ticket Counter in the Q-Win System which is automatically reset to the number
of Tickets on a full Ticket Roll, when the Paper Feed Button is pressed.
The "Paper Feed" button. Insert the new Ticket Roll according
to this picture.
20
20
Glossary
Auto Statistics
Category
The services that use the same Ticket Number sequence. The Category contains one or more
Ticket Buttons.
ID Code
A Code used to identify hardware equipment in the Queue Management System. This Code
is used as an address when Q-Win sends or receives information.
In Branch Time, IB
The Time a customer spends in the office. This may be different from Real Waiting Time +
Transaction Time if the customer was transferred between different Categories.
Interval Time
Waiting Times and Transaction Times are grouped according to their length in Time Classes
(Time Intervals). The Interval Time is the Time Class width. In a Statistics Report is it possible
to see how many customers were referred to each Time Interval. 21
Log In Code
Log In Password
Management Screen
Information displayed on the PC screen about the current activities in the Queue Manage-
ment System.
Matter Code
A number used to specify what kind of service that was performed at a Work Station. This
code may later be used in Statistics Reports to get more detailed information than can be
obtained by the mere reference to a Category.
No Show Time
The No Show Time is used to separate customers who did not respond when called, from
customers who did. No Show Customers are treated separately in the Statistics Reports. Only
transactions longer than the No Show Time are used for calculations.
Period Time
A period is used in Statistics Reports to divide the day into smaller parts. The length of the
period is called the Period Time. A short Period Time results in a more detailed Statistics Report.
Priority
The order in which customers are called. The Priority order can be modified in a number of
ways.
Quick Text
A short text saved with a specific name and number. This text may later be used on Tickets
or Displays.
Q-CALENDAR
Use the Q-Calendar option to plan appointments for the staff members. The Q-Calendar
option makes it easy to organise the personal customer service. Get information about the
customer on-screen, name, Account Number, etc. The Q-Calendar option is not included in
the standard version of Q-Win.
21 Q-CLIENT
The Q-Client option is a Work Station Terminal in the Q-Win System Manager. The Terminal
includes a history of the customers. The Q-Client option is not included in the standard version
of Q-Win.
Q-MAIL
Use the Q-Mail option to send information as e-mail messages from the Q-Win System. It is
possible to send an e-mail message manually, for example a Statistics Report, or automatically,
for example when the Waiting Time exceeds a specified value.
Q-NET
The Q-Net option lets you communicate in a network. The Q-Net option is not included in
the standard version of Q-Win.
Q-PAGER
The Q-Pager option lets you send messages from the System to a pager. The Q-Pager option
is not included in the standard version of Q-Win.
Q-STAFF
The Q-Staff option is a tool used to plan the work at the Work Stations. The Q-Staff option
makes it easy to compare the level of customer service with the resulting Cost. The Q-Staff
option is not included in the standard version of Q-Win.
Q-VOICE
The Q-Voice option adds human speech to the System. Pre-recorded messages are played
to inform the customers about the actions in the System, for example when they take a
Ticket. Q-Voice is not included in the standard version of Q-Win.
Q-WEB
Use the Q-Web option to show information on the World Wide Web. The Q-Web option is
not included in the standard version of Q-Win.
The Q-Win Program consists of two parts, the Q-Win System Manager and the Q-Win System
Server. The System Manager handles the information on the screen. It is possible to connect
more than one System Manager to a Q-Win System.
The Q-Win Program consists of two parts, the Q-Win System Manager and the Q-Win System
Server. The System Server handles the hardware components. There can be only one System
Server in each Q-Win System.
A program written in a special “Script Program Language”. These programs are used to
customize Q-Win to a specific user.
Setup File
This is the file where all settings in the Q-Win System are saved. The Setup File is a list specifying
how Q-Win and all connected equipment should work. The Setup File is automatically saved
when it is changed.
Staff Scheduling
Staff Scheduling is a tool used to plan the work at the Work Stations.
Statistics Report
A printed report with statistical information about past activities in the Queue Management
System.
Ticket
The piece of paper on which the Ticket Number and Ticket Text are printed by the Ticket
Printer.
Ticket Button
The customers use the Ticket Button to select a service. They press the Ticket Button and
a Ticket is printed with a Ticket Number from the Category to which the Ticket Button
belongs. The Ticket Button is usually placed on the Ticket Printer.
Ticket Number
The Ticket Number identifies the customer. The customers are usually called in the order of
the Ticket Number (exceptions are possible, for example when a customer has booked an
appointment). Each Category has its own Ticket Number sequence.
Ticket Printer
Tool Bar
A menu of icons placed on a horizontal bar. Clicking on an icon will start a function in Q-Win.
Transaction Time
The time a customer spends at the Work Station. This is usually the time from when a Ticket
Number was called until the next Ticket Number is called to the same Work Station.
Transfer
To Transfer customers is to direct them to another Work Station, Waiting Area, Service, etc.
There are two kinds of Transfer in Q-Win, Automatic Transfer and Manual Transfer.
The Automatic Transfer is used to transfer customers from one big waiting area to smaller
waiting areas. Customers are automatically directed to one of the small waiting areas when
21 the number of waiting customer in that area decreases to a specified level.
The Manual Transfer transfers a customer from the Work Station to another service. The
Transfer is performed from the Work Station Terminal.
Work Station
The LED Display above the Work Station showing the Ticket Number currently served.
The equipment used by the Staff at a Work Station to call the next customer. It can be a
separate unit such as the KT2143 and the KT2010/2011 or on the PC screen.
21
21
Index
A
Accepted Waiting Time 81
Alarm 148, 190
Alarm (KT2010/2011) 201
Alarm Display 10
All Customers and Matter Codes Report 85
Annual Category Report 88
Annual Transaction Time Report 90
Annual Waiting Time Report 91
Annual Work Station Report 93
Auto Statistics 94
Automatic Transfer 157
Average Transaction Time Management Screen 59
B
BP2228 204
BP2884 204
Branch Register 153
C
Catch Set-up 154
Category from 1 to 8 Management Screen 61
Category Management Screen 58
Clipboard 113
Close all 164
Copy 113
Copy Files 160
Copy Staff Member information 145
Customer Database 120
Customer Registration 120 22
D
Daily Category Report 86
Daily Transaction Time Report 89
Daily Waiting Time Report 90
Daily Work Station Report 92
database 112
Database validation 122
Dip-Switches (KT2143) 197
Directory for Statistics 109
Display Test 150
dock window 66
dock windows 34
Dockable Management Screens 66
E
Error Log 152
Exit 34
F
File Transfer 160
Filter 79
G
Graph Customer W per Button Management Screen 61
Graph Customers Served per Work Station Management 60
Graph Remaining Tickets Management Screen 62
Graphs by Day 106
Graphs by Time Interval 106
Graphs by Time of Operation 108
Graphs by Time Period 102
I
ID Code Test 151
Information Display 10
Interval 80
K
KT2010 199
KT2011 199
KT2143 185
L
Log In Code 190
Login Code 129, 170
Logon Name 135
M
Main Display 10
Management Screen 55
Management Screens 48
Master password 178
Matter (KT2143) 196
Matter Code 171
22 N
No Show Time 81
O
Office Printer 132
OLE 114
P
Password 177
Paste 113
Period 80
Priority 189
Properties 33
Q
Q-Master 7
Q-Calendar 11, 126, 127
Q-Client 11
Q-Mail 11
Q-Net 12
Q-Pager 12
Q-Staff 12, 48, 51, 126, 128
Q-Voice 12
Q-Web 12
Q-Win interface 11
Q-Win Main Window 21
Q-Win Server 10
Q-Win System Manager 9
Q-Win System Server 10
QMPC 161
R
Remaining Tickets Management Screen 63
Remove Customers (KT2143) 191
Reports for printout 99
Reset System 150
S
Save As 112
Scheduler 96, 157
Staff Groups 135
Staff Member Database 126
Staff Member Registration 126, 129
Statistics Printer 10
Statistics Report 74
Statistics Reports 48
status bar 29
T
Ticket Printer 10, 203
Ticket Roll 205
Time and Date Management Screen 63
tool boxes 33
Transfer of Statistics 110
Transfer of statistics 155
U
User Groups 139
User Rights 135
22
W
Waiting Customers for Buttons 1 - 32, 33 - 64 Mana 63
Waiting Time 48
Walk Direct 196
WEB Reports 144
Weekly Category Report 88
Weekly Transaction Time Report 89
Weekly Waiting Time Report 91
Weekly Work Station Report 92
Window 163
Work Station Display 10
22