When a location has been created, the preset Rooms would be available where you can create rooms under the location.
Create Room
Click Rooms -> Create Room, then a form to create a room will open. You may refer to the table below for descriptions of the fields. Fill in the fields and click “Save” at the bottom to save the room.
Field Name | Value Needed | Description |
Room Name | Alpha-Numeric | The room name that will be displayed in the system. |
Room# | Numeric | Customize the room number. There should not be repeated numbers at one location. Range is 1-500. |
Machine Number Range | Numeric | This parameter is used to limit a range of numbers for machines in your room. Range is 1-255. |
Transact Institution Route ID | Alpha-Numeric | Same as the Institution Route ID in Location level. If the field here is configured, the server will forward transaction requests using the room-level configuration then campus vendors can view reporting of each room on the Transact system. If this field is left blank, the server will use the Location level information as before and subsequently the reporting data cannot be distinguished between rooms as they are using the same ID. |
# of Routers | Numeric | Enter the number of routers in your room. |
The room created will be displayed in the list. If there are multiple rooms at a location, you can use the search bar to search for it by keyword of the Room Name.
View Room
Click the “View” button in the column of Actions then you can see the general conditions of different types of machines registered in the room.
Roles that have access to features in Room View include Laundry/Amusement/Integration Vendor Admin, Laundry/Amusement/Integration Staff, Laundry Portal Role, Integration Portal Staff, KioSoft Express Laundry/Amusement User, and Laundry Technician. Roles that do not have the Room Management permission won’t be able to access this section.
RPCMs
In the section of RPCMs, if your modem is paired with R-PCM short for Remote Power Cycle Module, an double-outlet plug icon will show behind the machine name. When a network error related to RPCM Wi-Fi signal strength, modem cellular signal strength, KioSoft Edge Box, or general network connection is detected, the RPCM will automatically cycle power to its paired modem, thus reducing the need of technician site visits.
Reader Credentials
At the bottom of each machine information card, you may find a section called Reader Credentials. This feature is designed to automate the process of generating and assigning payment processing credentials to each terminal, eliminating the need for manual input. But it does not apply to kiosks. Below are descriptions of the fields and feature buttons in this section.
Readers that support this feature include Ultra VX Series [1300.847.017.008] and Ultra LX [1200.839.010.001].
Please make sure the section “Credentials for New Development (Automation) (Payroc)” in General Settings has been well configured so that this feature can be supported.
Status (Active / Inactive / Activation in Progress / Null / Error / Pre-auth / Demo):
Active: Indicates that payment credentials have been successfully returned from Tsys and the terminal is activated.
Inactive: Signals that the terminal is not activated, with a prompt on the reader’s idle screen indicating activation failure. When credentials are obtained but the reader is not activated, the system will automatically attempt activation one more time.
Activation in Progress: Represents the status when a request for credentials has been sent but not yet returned.
Null: Appears if the credentials have been deleted by clicking the Edit => Delete => Save button.
Error: Will display when it fails to get the reader credentials. When it fails to get callback data from the payment gateway provider, the system will automatically attempt to get them one more time.
Pre-auth: The auth mode of the machine is set to Pre-auth mode.
Demo: Indicates that the machine is in demo mode
Provider (Tsys): Specifies the payment gateway provider. Currently, Tsys, Everlink and AIB are supported.
POS ID & Auth Code & Auth Factor: These are payment processing credentials. They can be auto-generated using the Request New Credentials button, manually edited with the Edit Credentials button, or uploaded from manually defined CCM profiles.
Request New Credentials: This button can be used to call the Payroc-Tsys API to get new credentials. The credentials will be updated in about 2-3 minutes and the reader will be activated immediately after credentials are received. It is available only when all the following conditions are met:
The location is within the USA.
Credit/Debit card payments are enabled either in location management or in its CCM profile.
The work mode in its CCM profile is set to Retail, and the auth mode is set to Single Auth.
Edit Credentials button allows you to manually modify credentials for operational flexibility. Like the Request button, it is available only when all specified conditions are met. During editing, you need to click the save button to apply changes and/or exit editing mode. Immediately, the credentials will be updated and the reader will be activated.
Delete button appears after clicking the Edit Credentials button. Clicking it will clear all credentials and disable credit/debit card transactions when confirmed, and the reader will become inactive immediately.
For machines where Credit/Debit card functionality is enabled at the location level but not in its CCM profile, the status will display as Inactive. If a user clicks the Request New Credentials button or the Edit button, we interpret this action as intending to enable Credit/Debit card payment and will execute the command to activate the payment gateway.
Update Profile
In the Room View section, you can also update profile of each machine remotely with following steps. This feature applies to CCM profiles built via Profile Builder; the independent CleanReader Ultra Data Profile is excluded.
Readers supporting this feature include Elevate Card Connect [1.23.9.3], Ultra One [1.19.0], Ultra V2 [1.17.0], Ultra LX and VX series.
1) Click the “Update Profile” tab as marked out.
2) You can tick the radio button of Now to perform an immediate update upon clicking the Submit button, or you can schedule a future update by clicking the radio button, then use the calendar picker to configure the date and time of the update.
The date and time will follow the reader host time.
The real time update presently can be supported only when the machine is connected to a KioSoft modem.
3) Locate the machine for which you would like to change the profile.
a. If you need to replace the current profile with another one, click “Select Profile” and a drop-down list of the profiles will be displayed. You can use the smart search bar to filter your desired profile with keywords. Then click “Submit Update” directly to save the update.
b. If you will continue to use the current profile with some modifications, click “Edit Current Profile” button to enter the profile builder page. Modify the profile parameters as needed and remember to save the modified profile. Return to the profile update page after your editing is completed, find and choose the modified profile from the option bar of “Select Profile” then click “Submit Update.”
Set Up Test
After a room is completed with machines configured, you can set up a test to see if there are issues like repeated Machine IDs, weak signals or package loss, etc. Click the “Set Up Test” button in blue to enter the SUT page.
Click the “Start UAT” button to start the test. If there is any issue with the machine deployed in the room, the details will be displayed as shown below.
View Usage Statistics
On the Room View page, click the “Usage Statistics” then you will see the transaction totals of different payment options for each machine or the totals of all machines.
You can use the filter to define the matching period/machines that you would like to view. Click the “Filter” button in blue to perform the search.
View Report
Click the “Report” tab on Room View page, you will be redirected to the Report Server System (RSS) -> Signal Reports section to view the Cellular Signal and Packet-loss Rate Report and WiFi Signal Report of the room. You can use the filters to search for the room needed and click the corresponding tab to toggle between the reports. For details of the two reports, please see the Chapter Signal Reports.
Remote Command
This feature can be accessed by Laundry/Integration/Amusement Vendor Admin. Only roles with both Room Management and Remote Command permissions can use this feature.
Click the “Remote Command” tab on Room View page, you will see a new section displayed. This feature allows users to send remote commands to devices including readers, modems, and kiosks, etc. In this way operators don’t need to physically visit the field to execute actions like rebooting readers, kiosks, and modems, starting machines, setting readers in/out of service and cycling the power to devices. You can follow the major steps below to issue a remote command.
To perform the tasks remotely, all hardware must be online and connected to internet.
Terminals below following versions do not support Remote Command: Ultra VXT USA [1300.847.013.012]; Ultra VXT CAN [1400.841.000.019]; Elevate Card Connect & PCS [0100.295.001.007]; Ultra LX [1200.834.013.011]; AVU Touch [1.7.0.0].
1) Click the drop-down list of “Action” then the remote commands will be revealed. Click to select the action you’d like to perform.
The Remote Power Cycle command requires a Remote Power Cycle Module (RPC-M) paired to the machine that you’d like to cycle the power to. If the machine is paired with the RPC-M, you will see an plug-shaped icon displayed aside of it in the Room View.
The Reboot Modem command applies to the KioSoft modem only.
2) In the Comments field, you can leave a note which will be displayed on the Activity Detail page of Activity Audit Log. This field is not mandatory.
3) Click the Date/Time picker of the field “Issue Command Time” which follows the server time to schedule the remote command. Pick a date on the calendar then choose a specific time on the page followed. You can schedule a remote command to maximum 1 month later. Or you can click the “Today” button to issue the command immediately after all steps are completed.
If you select Today to issue an immediate remote command, you’ll need to finish the remaining steps within 1 minute otherwise it will fail and prompt the message “Issue Command Time cannot be earlier than the current time.”
4) Then it comes to the step to select the device(s) to issue the command. There are basically two ways to make the selection. You can use the search bar to input the keyword supported including machine #, SN, and Machine ID / Name to search for the desired device, tick its checkbox then click the “Submit” button. Or you can look through the list to tick the checkbox(es) of the desired device(s) then click the “Submit” button. The checkbox in the list heading can be used to select all devices. The latter method supports to issue one command to multiple devices.
Offline devices are not selectable. If a reader’s offline status is caused due to failure to connect to MQTT, reconnection action will be performed during the next daily reboot or manual power cycle. And if a modem is rebooting, all its connected readers will also turn to offline status in about 2 minutes and in about 5 minutes after the modem reboots, the readers will be online and available for remote command.
5) After all parameters are set, click “Submit” to issue the remote command. You need to click the Search button again to obtain the updated command status. You may experience the following scenarios after the remote command is submitted.
If it’s a scheduled task in future time, you will see it listed with Command Status being “Wait To Process” and a Cancel button in red. When there is a time conflict between the reader and the paired router, a prompt message will be displayed to the user as a reminder. The cancellation action will impact both devices.
When the command is not successfully executed, a Retry option will be displayed in the list. It is an immediate action upon click.
If a device is busy, the remote command won’t be executed so as not to interfere with the ongoing operations. It will also indicate the busy status in the record list.
When the command is issued and no response is received, its Command Status will be displayed as Wait to Process (otherwise it will be Processing). For Remote Power Cycle, after 10 mins with no result returned, its status will be marked as failed; for the other commands, the status will be marked as failed after 5 minutes with no result returned.
For Remote Power Cycle command, you may need to wait for 10 minutes or so to get the final status of the command. If the command status displays successful, it means the command is successfully received by the reader. You can go to Activity Audit Log to view the execution result of this command. Please see below chart for the remote commands and their related activity types to select in the Activity Audit Log.
No.
Remote Command
Activity to Select
1
Reboot Reader
Reboot Reader
2
Reboot Kiosk
Reboot Kiosk
3
Reboot Modem
Reboot Modem
4
Start Machine
Start Machine
5
Set Reader In Service
Set Reader In Service
6
Set Reader Out of Service
Set Reader Out of Service
7
Remote Power Cycle
Manual Power Cycle
8
All Remote Commands
Canceled Remote Control
For the command to Start Machine, if it is issued successfully but the machine user does not press the Start button of the machine within 1 minute, the command status will indicate start failed and the reader will return to the idle page.
If you set a reader out of service, it will not accept any payment and displays OOS on reader screen. You can issue another remote command like reboot but it will stay out-of-service status after the reboot. You need to set an OOS reader in service for it to start to work and accept payments again.
Edit Room
Click the “Edit” button in the column of Actions to change the information of the room. Click the “Save” button at the bottom to save the changes of the room.
Delete Room
Click the “Delete” button in the column of Actions to delete the room. Click “Yes” on the pop-up window to confirm the deletion or “No” to cancel the action.
After completing the configurations for all tabs of creating a location, be sure to click the “Save” button at the upper-right corner to save your newly created location info. All locations will be displayed on the Location Management page.