{"id":20773,"date":"2018-11-19T19:28:16","date_gmt":"2018-11-19T19:28:16","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/?page_id=20773"},"modified":"2023-11-09T15:53:12","modified_gmt":"2023-11-09T22:53:12","slug":"operator-overview","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/operator\/operator-overview\/","title":{"rendered":"Operator Overview"},"content":{"rendered":"

Operator User Interface and Tasks<\/h1>\n

<\/a>Operator Screens and Tasks<\/h3>\n

The following is a summary of the Operator<\/strong>\u00a0screens and their controls. In many cases, this document provides links to additional information.<\/p>\n

The navigation available during initial access is as follows:<\/p>\n

<\/p>\n

Administrator Navigation from the Landing Page at Login<\/em><\/p>\n

Once you navigate into the user interface, you can expand the navigation pane on the far left for access to these same screens. This menu contains the same options as the login screen, and appears as follows:<\/p>\n

<\/p>\n

Administration Navigation from within Ephesoft Transact<\/em>
\n(expanding navigation pane on left)<\/em><\/p>\n

Note<\/strong>: These menus contain slightly different names. However, the target screens are the same with both menus.<\/p>\n

<\/a><\/a>View Batches (Batch List)<\/h3>\n

The main purpose of this screen is to show the list of batch instances which are either in READY_FOR_REVIEW and READY_FOR_VALIDATION state.<\/p>\n

The\u00a0Batch List<\/strong>\u00a0screen is divided into 3 parts:<\/p>\n

    \n
  1. Batch List Charts<\/li>\n
  2. Batch List Option Panel<\/li>\n
  3. Batch List Grid<\/li>\n<\/ol>\n

    Access<\/strong>\u00a0\u2014 There are two ways to access this screen, as follows:<\/p>\n