Administrative > Setup

The Users screen under GOLD ExceptionManager > Administrative > Setup in the left tree navigation allows you to set up default settings for employees who process exception items through GOLD ExceptionManager. Once these settings have been set up for individual users, they will stay that way until an officer or supervisor with security clearance changes them again through this screen. If Keep Temporary Selections is checked when a user makes a change to their selections, all other functions will use them. See Setting Up Security for more information on how to allow individuals access to this screen.

These settings mainly affect how information is displayed for users on the GOLD ExceptionManager > Process Exception Items screen. For example, using the Setup > Users screen, you can establish which columns will be displayed on the Process Exception Items screen, whether or not to color credit exceptions (deposits to accounts), and which selection items this employee should be using. Once those settings are established, the Process Exception Items screen will be affected accordingly.

In the following examples, this employee has been set up with an "All Items" selection, credit fields are colored, and the columns selected are displayed on the Process Exception Items screen:

GOLD Services > Gold Exception Manager > Administrative > Setup > Users Screen

GOLD Services > Gold Exception Manager > Process Exception Items Screen

To set up a new user:

1.Enter the username of the employee you are adding in the field below the Username field.

Click <Add>. If the username has already been established on the Setup > Tellers screen, the teller number of the user will automatically be displayed in the Teller Number to Use for Processing Exceptions field. If the user has not been set up on the Tellers screen, this field will default to 0. If the teller has already been set up, you can just select the teller's username from the Username drop-down list.

3.	Choose a selection from the drop-down Selection field you want this user to have access to.

For more information on selections, see Setup > Selections screen. Clicking <View> will take you directly to the Selections screen if you want to make adjustments to the selection.

4.	Check the Color Credit Exceptions box if this employee wants all credit transactions to be highlighted with yellow on the Process Exception Items screen (as shown in the example above).

5.	Check the Keep Temporary Selections box to keep changes made to the selection for all other functions. Once you log off CIM GOLD, the default will be used.

6.	Check the Hide Count Column if you want to hide the Count column from the Process Exception Items screen list view.

7.	The Show Sensitive Data box is file maintained from the Tellers screen, This indicates that the user can view account-sensitive information while processing exception items, such as names, addresses, Social Security numbers, etc.

Now you are ready to set up the columns that will be displayed on the Process Exception Items screen.

8.	Under Field List in the Master Field Name list view, select the column(s) you want added. You can select multiple columns (by clicking <Ctrl> + left-click) or one at a time.

9.	Click <Add>. The column(s) will now be displayed in the list view under Columns for Exception Item Handling Preferences (on the right).

10.	Repeat steps 8 and 9 until all the columns you want are displayed in the list view on the right.

11.	You can change the order of the columns in the right list view by left-clicking on a heading, holding down the left mouse button, dragging the heading up or down to the desired location, and releasing the left mouse button. However, Seq must be the top position.

12.	Click <Save Change>.

Setup Users

Setup Users