Image Check Processing System (ICPS) Graphical Work Flow Monitor

Image Check Processing System (ICPS) Graphical Work Flow Monitor Operations Guide January 1994 Printed in U.S. America Priced Item 2983 8646-010

The names, places, and/or events used in this publication are not intended to correspond to any individual, group, or association existing, living, or otherwise. Any similarity or likeness of the names, places, and/or events with the names of any individual, living or otherwise, or that of any group or association is purely coincidental and unintentional. NO WARRANTIES OF ANY NATURE ARE EXTENDED BY THIS DOCUMENT. Any product or related information described herein is only furnished pursuant and subject to the terms and conditions of a duly executed agreement to purchase or lease equipment or to license software. The only warranties made by Unisys, if any, with respect to the products described in this document are set forth in such agreement. Unisys cannot accept any financial or other responsibility that may be the result of your use of the information in this document or software material, including direct, special, or consequential damages. You should be very careful to ensure that the use of this information and/or software material complies with the laws, rules, and regulations of the jurisdictions with respect to which it is used. The information contained herein is subject to change without notice. Revisions may be issued to advise of such changes and/or additions. RESTRICTED Use, reproduction, or disclosure restricted by DFARS 252.227 7013 and 252.211 7015/FAR 52.227 14 for commercial computer software. Correspondence regarding this publication should be forwarded to Unisys Corporation either by using the Business Reply Mail form at the back of this document, by addressing remarks to Product Information, Unisys Corporation, 41100 Plymouth Road, Plymouth, MI 48170 U.S.A., or by using the following Internet address: bcomserv@po4.pl.unisys.com

Image Check Processing System (ICPS) Graphical Work Flow Monitor Operations Guide Copyright 1996 Unisys Corporation All rights reserved. Unisys is a registered trademark of Unisys Corporation. Release 8.39 September 1995 Printed in U.S. America Priced Item 2983 8646-010

Contents About This Guide... xiii Section 1. Introducing the Graphical Work Flow Monitor System What GWFM Does for You... 1 1 Adding GWFM to Your System... 1 1 Describing the System Components... 1 3 Hardware... 1 3 Software... 1 3 Describing the Software Interface... 1 4 The Work Flow Status Screen... 1 4 The Power Encode Status Screen... 1 6 Switching Between Screens... 1 7 Describing the Customizer Program... 1 8 Getting Access... 1 10 Getting Help... 1 10 Section 2. Understanding GWFM Screens and Fields Identifying GWFM Screens... 2 1 Understanding Common Screen Elements... 2 3 Status Bars... 2 5 Status Colors... 2 5 Threshold Bars... 2 7 Resource-Adjustment Numbers... 2 7 Arrow Indicators... 2 8 Date and Time Display... 2 8 Status Line... 2 8 Site Number... 2 9 Using the Keyboard... 2 9 Interpreting the Work Flow Status Screen... 2 10 Accessing the Screen... 2 10 Understanding the Fields on the Work Flow Status Screen... 2 14 Capture Volume Status Window... 2 14 2983 8646-010 v

Contents Work Available Status Window... 2 16 Screen Functions... 2 16 Amount Entry, Data Correction, and Reject Reentry Status... 2 17 Balancing Status... 2 17 PE Status Summary... 2 17 SRM Usage Status Window... 2 19 Interpreting the Power Encode Status Screen... 2 22 Accessing the Screen... 2 23 Understanding the Screen's Fields... 2 23 Section 3. Customizing the GWFM Introducing the GWFM Customizer... 3 1 Performing System Maintenance An Overview... 3 1 Installing Customizer... 3 2 Setting Up Parameters... 3 2 Storing Parameters... 3 3 Updating Parameters... 3 3 Understanding Customizer Screens... 3 3 Accessing and Exiting the Customizer... 3 3 Selecting the Parameter Source... 3 8 Moving Through Customizer Screens... 3 12 Using the Alpha Keyboard... 3 12 Interpreting Customizer Screens... 3 13 Interpreting the Delivery Schedule Screens... 3 13 Choosing a Delivery Schedule Template Screen... 3 14 Defining the Processing Day on Delivery Schedule Screens... 3 15 Template Deliveries by Day of Week (Items) Screen... 3 16 Deliveries by Date (Items) Screen... 3 21 Template Deliveries by Day of Week (%) Screen... 3 23 Deliveries by Date (%) Screen... 3 25 Processing Rates Screen... 3 27 Threshold Parameters Screen... 3 29 Power Encode Repass Job Deadlines Screen... 3 33 Display Parameters Screen... 3 35 System Parameters Screen... 3 41 Save Parameters Screen... 3 43 Entering Parameters in Customizer... 3 47 Entering Parameters for the First Time... 3 47 Before You Begin... 3 47 When You Are Done... 3 48 Performing Initial Setup... 3 48 vi 2983 8646-010

Contents Updating Parameters... 3 62 Setting Up Delivery Schedules By Day of Week (Percent)... 3 62 Setting Up Delivery Schedules For Specific Dates... 3 64 Updating Average Processing Rates... 3 65 Updating Volume Thresholds... 3 67 Updating Power Encode Repass Job Deadlines... 3 69 Changing GWFM Display Parameters... 3 71 Changing GWFM Display Colors... 3 71 Changing Status Bar Fill Patterns... 3 72 Changing the Way Status Bars Are Displayed... 3 72 Enabling and Disabling the Automatic Data Update Feature... 3 73 Enabling and Disabling Automatic Screen Switching... 3 74 Section 4. Monitoring ICPS Work Flow with GWFM Using the GWFM... 4 1 Accessing the Screens... 4 1 Logging Off... 4 2 Moving Between Screens... 4 3 Requesting Data Updates... 4 3 Monitoring Work Flow... 4 3 Recognizing Status Displays... 4 3 Monitoring Prime Pass Capture Volume... 4 4 Monitoring AE, DC, and RR Status... 4 6 Monitoring Balancing Status... 4 8 Monitoring PE Status... 4 9 Monitoring SRM Capacity... 4 13 2983 8646-010 vii

Contents Appendix A. Troubleshooting and Getting Help GWFM Status Messages... A 1 GWFM Error Messages... A 5 Customizer Messages... A 6 Getting Help... A 23 Appendix B. Items Required for Initial Setup Delivery Schedules... B 1 Throughput Rates... B 1 Processing Thresholds... B 2 PE Deadline Times... B 3 Display Functions... B 3 Setting Up Data Sharing... B 4 Setting Up Parameter Storage... B 4 Glossary... 1 Bibliography... 1 Index... 1 viii 2983 8646-010

About This Guide The Image Check Processing System (ICPS) Graphical Work Flow Monitor (GWFM) provides a graphical online status of current ICPS processing conditions. It is a customizable system that displays information on overall prime pass capture volume and on each ICPS work function. The GWFM enables you to observe current status conditions and make any necessary operational adjustments to meet your daily processing requirements. Purpose This guide gives ICPS operators and system administrators operating instructions for GWFM and its accompanying utility, the GWFM Customizer. Scope The guide provides a complete overview of the GWFM and Customizer applications. It includes descriptions of each screen you encounter, as well as detailed operating procedures for both applications. Recommendations for adjusting ICPS processing based on the information provided by GWFM are also included. Audience The primary audience for this guide includes system administrators and supervisors who are responsible for monitoring ICPS work flow and adjusting operational procedures accordingly. ICPS staff who are assigned to monitor specific processing functions using GWFM are the secondary audience for this guide. Prerequisites Before using this guide, you must be familiar with the ICPS system and its associated terminology. 2983 8646-000 xiii

About This Guide How to Use This Guide Use this guide as a reference for identifying and describing the data presented by GWFM and for using the Customizer utility. Organization This guide includes four sections and two appendixes, a glossary, and an index. Section 1. Introducing the Graphical Work Flow Monitor System Provides a summary of the purpose, function, and design of the GWFM and Customizer applications. Describes the GWFM and Customizer interfaces and discusses access and help facilities. Section 2. Understanding GWFM Screens and Fields Describes the screens that appear in GWFM and explains the contents of each. Provides instructions for moving between screens and describes the terminology and conventions used throughout the GWFM application. Section 3. Customizing the GWFM Describes the screens that appear in the Customizer. Provides instructions for using the Customizer to alter the content and appearance of the data displayed in GWFM. Procedures for accessing, navigating through, and revising parameters in Customizer are included. Section 4. Monitoring ICPS Work Flow with GWFM Provides procedures for monitoring ICPS work flow with the GWFM. Instructs users on interpreting the data presented in GWFM. Appendix A. Troubleshooting and Getting Help Identifies the status messages that appear in GWFM and Customizer, and provides an explanation of the online Help facility. Appendix B. Items Required for Initial Setup Identifies the information needed to enter system parameters in Customizer for the first time. xiv 2983 8646-000

About This Guide Results After reading this guide, you should be familiar with the terminology, conventions, and functions of the GWFM system. You should also able to customize the GWFM screens and data using the Customizer utility. Related Product Information Image Check Processing System (ICPS) Work Flow Manager Operations Guide (2983 7747) This guide explains how to use the Work Flow Manager application to monitor the detailed status of your ICPS work flow. It also describes how to alter work flow from within the application. Image Check Processing System (ICPS) Installation, Administration, and Maintenance Guide (2983 7861) This guide provides instructions for installing and modifying each of the files required for ICPS operation, including complete procedures for obtaining and installing software updates and new ICPS releases. Image Check Processing System (ICPS) Implementation Planning Guide (2983 9008) This guide provides recommendations for the efficient implementation of ICPS. It covers areas from preinstallation planning to implementation teams and training. IW 800 Series Image Workstation Operation and Maintenance Guide (3642 6153) This guide describes how to operate and maintain the IW 800 Image Workstation. It gives procedures for identifying faulty modules using the Power-On Confidence Test (POCs) results. This guide also includes peripheral connection data and workstation configuration procedures. Ordering Product Information Customer documents and binders can be ordered by calling Unisys Direct at 1-800-448-1424 in the United States or by contacting your Unisys sales representative. 2983 8646-010 xv

About This Guide Reader Response If you have any questions or comments about this manual, use the following Internet address to contact Unisys Product Information: bcomserv@po4.pl.unisys.com Getting Assistance Assistance is available as specified in your service agreement. In the United States, service is available by contacting the Unisys National Service Center at 1-800-328-0440. Outside of the United States, contact your Unisys sales representative. For more information, refer to the USIS National Service Center Telephone Prompt Codes. xvi 2983 8646-010

Section 1 Introducing the Graphical Work Flow Monitor System This section provides an overview of the Image Check Processing System (ICPS) Graphical Work Flow Monitor (GWFM) system. The GWFM is an extension to ICPS that presents status information in an understandable, user-friendly format. It uses graphics and color to simplify system monitoring and alert you to potential problems in your checkprocessing operation. What GWFM Does for You The GWFM complements the ICPS Work Flow Manager in reporting your current status. While Work Flow Manager provides detailed status screens by function, the GWFM provides an overview of the status of all functions in the system. It identifies work backlogs, staffing shortages, approaching deadlines, and other areas of concern, and alerts you to them. With the Customizer utility included with the GWFM software, you can customize the GWFM display to meet your specific needs. Every ICPS processing center has unique delivery times, throughput rates, deadlines, and so on. By specifying customized data that applies specifically to your site, you maximize the value of GWFM. Adding GWFM to Your System GWFM software and hardware can be added to an ICPS Image Workstation (IWS). This enables operators to monitor their progress without leaving their work area and supervisors to check work flow status from various locations throughout the processing center. Figure 1-1 illustrates the ICPS configuration with GWFM workstations added. 2983 8646-000 1-1

Introducing the Graphical Work Flow Monitor System Image application server subnet SRM SRM SRM 1 2 3 IWS IWS IWS/IPTR subnet IWS IWS IWS IWS IWS IWS GWFM GWFM Figure 1-1. ICPS-GWFM Architecture 1-2 2983 8646-000

Introducing the Graphical Work Flow Monitor System Describing the System Components The GWFM system includes hardware and software components, as described in the following paragraphs. Hardware The GWFM system uses either an IWS with a super video graphics array (SVGA), or an IWS with both an enhanced graphics adapter (EGA) monitor and an IWS monitor. (Your Unisys representative performs any necessary hardware installation.) The GWFM Customizer uses any standard development IWS and may be installed without any additional hardware. The alphanumeric (alpha) or ICPS proof keyboard may be used to operate the GWFM and Customizer applications. Software GWFM and Customizer software are separately installable applications. The GWFM application is stored on each GWFM workstation's hard disk. The Customizer may be installed on any GWFM workstation's hard disk if customization will be performed on that workstation. This separation limits access to Customizer and saves disk space on workstations that will not be used as a customization workstation. For detailed software installation instructions, refer to the ICPS Installation, Administration, and Maintenance Guide. Customization of the GWFM screens and data is an optional feature that enables the system to display site-specific status information. You may customize the GWFM screens and data using the Customizer utility, or operate the standard system. To customize the system, input of specific parameters and subsequent parameter-file maintenance is required. You need not enter customized parameters if you decide to operate the system with the default parameters provided. If you choose to operate a customized system, a system parameter file must be set up and maintained. The parameter file may be stored locally on the IWS hard disk or centrally on Storage and Retrieval Modules (SRMs). Maintaining a central storage facility ensures that each GWFM workstation displays information based on the same parameter settings. See Section 3 for more information on system maintenance and setting up parameters. 2983 8646-010 1-3

Introducing the Graphical Work Flow Monitor System Describing the Software Interface The GWFM interface consists of two screens the Work Flow Status and Power Encode Status screens. They display status information on your entire ICPS operation. Each screen is described briefly in the subsections that follow. The fields on each GWFM screen are described in Section 2 and in the online Help facility described later in this section. The Work Flow Status Screen The Work Flow Status screen shows summary information in three separate windows, each containing data on a particular aspect of ICPS processing. One window displays projected and actual capture volumes, the second shows the status of Data Entry (DE), Balancing, and Power Encode (PE) functions, and the third indicates SRM capacity. Figure 1-2 illustrates a Work Flow Status screen. 1-4 2983 8646-010

Introducing the Graphical Work Flow Monitor System Sit e : 0 GRAPHICALWORK FLOW MONITOR Work Flow Status (as of 20:30) Volum e Available Items(K) WT: 1, 2 Time (Hr) WT: 1,2,3 Fu ll (%) 400 2.5 100 6/9/94 20:31 SRM Usage WT: All 300 2.0 75 200 100 1.5 1.0 0.5 50 25 Pro j Act1 DP AE DC RR Bal UPOD PE 2 Re s 18 2 2 3 4 SRM 001 002 003 110K It m / Hr Ite m s Blo c ks 45K 50K 25 1.6K 1.3K 7 1.2K 1.1K 15 18K 15K 5 64K 19K 20 3482 Figure 1-2. Work Flow Status Screen By referring to this screen, supervisors can easily recognize potential problems such as excessive work backlogs, staffing shortages, and SRM load balancing problems. Data Entry, Balancing, and PE operators can use the screen to monitor work in their areas as well. Section 2, "Understanding GWFM Screens and Fields" provides detailed descriptions of the Work Flow Status screen. 2983 8646-010 1-5

Introducing the Graphical Work Flow Monitor System The Power Encode Status Screen The Power Encode Status screen displays all the detailed information necessary to get an up-to-date picture of work that is ready for power encoding as well as PE work pending in Balancing. This screen requires customized parameters to be defined. The Power Encode Status screen displays information on the Repass jobs that make up the PE work function. Each job is represented by a color-coded bar graph in the order of deadline, with the earliest deadline displayed first. The screen also indicates the time the current backlog should be complete with the current resources. With this information, you can monitor Repass jobs nearing deadline and react to any backlogs that my cause you to miss deadlines. Figure 1-3 illustrates the Power Encode Status screen. Site : 0 Tim e ( Hr) 2.5 GRAPHICALWORKFLOW MONITOR Po w e r Enc od e Sta tus (a s o f 20:30) 6/9/94 20:31 2.0 1.5 1.0 0.5 $2.6M 22:05 $2.5M 21:40 $2.5M 21:55 $1.2M 21:20 $0.3M 22:00 $0.2M 21:22 $0.2M 20:55 $1.1M 21:55 $0.9M 21:40 $1.7M 22:30 $2.9M 21:25 SPN Poc ket DP500 Itm / Hr Ite m s Bloc ks De a d line 111 01 2 36K 40K 50 21:00 111 111 04 06 1 1/ 2 18K 13K 20 21:20 18K 15K 20 21:30 $0.1M 20:45 111 07 1/ 2 18K 4K 10 1:00 111 07 18K 19K 26 2:00 222 02 18K 19K 30 2:30 4482 Figure 1-3. Power Encode Status Screen 1-6 2983 8646-010

Introducing the Graphical Work Flow Monitor System The Power Encode Status screen displays a number of Repass jobs at one time. You can customize the number of jobs to display, up to the maximum defined in the Customizer. If more Repass jobs exist than can be displayed on the Power Encode Status screen, an arrow indicator appears, informing you that additional jobs may be viewed by panning the display in the direction indicated. The Power Encode Status screen also indicates the dollar value of each job, the number of DP 500 Document Transports processing this job, and the anticipated completion time for each job. At the bottom of each status bar, it shows the actual deadline for each job, so it is easy to track jobs that are falling behind. Supervisors can decide whether to prioritize PE jobs or reorganize work to meet deadlines, and PE operators can monitor their work status as well. See Section 2 for a complete description of the Power Encode Status screen's fields and functions. Switching Between Screens You can switch between the Work Flow Status and Power Encode Status screens manually or use the automatic screen-toggle function. To toggle the automatic screen-switching function on and off, press the Shift- Pass key. The message "Automatic screen switching turned ON (OFF)" appears at the bottom of the screen. Note: You can customize the intervals between screen switches with the Customizer. To switch manually between screens at any time, press the Down Arrow key while on the Work Flow Status screen or the Up Arrow key while on the Power Encode Status screen. 2983 8646-010 1-7

Introducing the Graphical Work Flow Monitor System Describing the Customizer Program The Customizer is separate from the GWFM, but it is accessible by the same personnel with access to the GWFM. It is used for entering user-specific parameters that control how status information is displayed by the system. By separating Customizer from the GWFM application, access to the Customizer can be restricted without restricting access to GWFM. Using the Customizer requires a knowledge of transit deadlines, throughput rates, arrival rates, typical volume levels, and other aspects of item processing at your site. To assist you, context-sensitive Help is available from within the program. See Section 3 for descriptions of each Customizer screen. 1-8 2983 8646-010

Introducing the Graphical Work Flow Monitor System Figure 1-4 shows a sample Customizer screen. Figure 1-4. Customizer Processing Rates Screen No additional workstation hardware is required to run the Customizer. However, the alpha keyboard is required for entering the path name used to access the program. The Customizer application displays on the standard IWS monitor. When using Customizer to alter GWFM screen display parameters, it 2983 8646-000 1-9

Introducing the Graphical Work Flow Monitor System is preferable to have the GWFM color monitor installed to view the changes as they are made. Getting Access If you have access to the ICPS Work Flow Manager, you also have access to GWFM. The system reads your user identification (User ID) and password to determine access rights before starting the GWFM. Access rights for each user are determined by their status in the Environment (ENV) file of ICPS. Refer to the ICPS Installation, Administration, and Maintenance Guide for more information on maintaining the ENV file. Note: You can choose to install the Customizer only on supervisor workstations, creating a barrier to access. Refer to Section 2 for instructions on accessing the GWFM. Refer to Section 3 for instructions on accessing the Customizer utility. Getting Help A context-sensitive online Help facility provides information for both the GWFM and Customizer applications. Simply press Help (F2 for the alpha keyboard) to get help specific to the screen you are working on. Press Cancel (F1) to return to the screen. 1-10 2983 8646-000

Section 2 Understanding GWFM Screens and Fields This section describes the content and purpose of the Graphical Work Flow Monitor (GWFM) interface. Identifying GWFM Screens The GWFM interface includes the Work Flow Status and Power Encode Status screens. This section includes descriptions of both screens. Each GWFM screen serves a unique purpose. The Work Flow Status screen provides status information on the entire prime pass capture operation, including Amount Entry (AE), Data Correction (DC), Balancing, and a summary of the Power Encode (PE) function. It also describes overall capture volume and gives status information on Storage and Retrieval Module (SRM) capacity. The Power Encode Status screen provides a detailed status of Repass jobs available for PE and pending PE work that is still in Balancing. Figure 2-1 provides examples of each GWFM screen. 2983 8646-010 2-1

Understanding GWFM Screens and Fields Site : 0 Tim e ( Hr) 2.5 GRAPHICALWORKFLOW MONITOR Po w e r Enc od e Sta tus (a s o f 20:30) 6/9/94 20:31 2.0 1.5 1.0 0.5 $2.6M 22:05 $2.5M 21:40 $2.5M 21:55 $1.2M 21:20 $0.3M 22:00 $0.2M 21:22 $0.2M 20:55 $1.1M 21:55 $0.9M 21:40 $1.7M 22:30 $2.9M 21:25 SPN Poc ket DP500 Itm / Hr Ite m s Bloc ks De a d line 111 01 2 36K 40K 50 21:00 111 111 04 06 1 1/ 2 18K 13K 20 21:20 18K 15K 20 21:30 $0.1M 20:45 111 07 1/ 2 18K 4K 10 1:00 111 07 18K 19K 26 2:00 222 02 18K 19K 30 2:30 4482 Sit e : 0 GRAPHICALWORKFLOW MONITOR Work Flow Sta tus (a s of 20:30) Vo lum e Available WT: 1, 2 Items(K) Time (Hr) WT: 1,2,3 400 2.5 Fu ll (%) 100 6/9/94 20:31 SRM Usa g e WT: All 300 2.0 75 200 100 1.5 1.0 0.5 50 25 Pro j Act1 DP AE DC RR Bal UPOD 2 Re s 18 2 2 3 4 SRM 001 002 003 110K Itm / Hr 45K 1.6K 1.2K 18K 64K Ite m s 50K 1.3K 1.1K 15K 19K Bloc ks 25 7 15 5 20 OnUs PE 9482 Figure 2-1. GWFM Screens 2-2 2983 8646-010

Understanding GWFM Screens and Fields Understanding Common Screen Elements GWFM uses several common screen elements on the Work Flow Status and Power Encode Status screens. This subsection identifies them and illustrates how they are used. Common screen elements include Status bars Status colors Threshold bars Resource-adjustment numbers Arrow indicators Date and time display (military format) Status line Figure 2-2 illustrates these elements. The subsections that follow describe each element's function. 2983 8646-010 2-3

Understanding GWFM Screens and Fields Sit e : 0 Vo lum e WT: 1, 2 Item s (K) Tim e (Hr) 400 2.5 8 GRAPHICALWORK FLOW MONITOR Work Flow Sta tus (a s of 20:30) Availa ble WT: 1,2,3 5 Fu l (%) 100 6 SRM Usage WT: All 6/9/94 20:31 300 2.0 1 2 3 75 200 1.5 4 50 1.0 100 0.5 25 Pro j Act1 DP AE DC RR Bal Bal Bal OnUs Locl Othr UPODPPOD Incl PE Tran Tran 2 Re s 18 2 2 3 2 1 4 2 2 SRM 002 003 004 005 006 110K Itm / Hr 45K 1.6K 1.2K 18K 60K 30K 64K 32K 32K Ite m s 50K 1.3K 1.1K 15K 9K 12K 19K 40K 32K Blo c ks 25 7 15 5 3 4 20 35 30 7 5482 Legend 1 Status bars 2 Status colors 3 Threshold bars 4 Resource-adjustment numbers 5 Arrow indicators 6 Date and time display 7 Status line 8 Site number Figure 2-2. Common Screen Elements 2-4 2983 8646-010

Understanding GWFM Screens and Fields Status Bars The status bars on the Work Flow Status and Power Encode Status screens indicate the time required to process the backlog for each function (for the Work Flow Status screen) or PE job (for the Power Encode screen). Status bars are displayed in the proper status display color to notify you of that function's status at a glance. See Figure 2-2 for illustrations of status bars on the GWFM screens. Status Colors GWFM uses its color-display capability to portray certain status conditions with variations in color. Screen elements such as status bars and arrow indicators are displayed in varying colors for each of three status conditions normal, warning, and critical. These color variations are referred to as the status colors. The default status colors and their corresponding status conditions are Green normal Yellow warning Red critical You may customize these colors, if you wish to do so. The GWFM reads the system parameters in Customizer to display the corresponding screen element (a status bar, for example) in the proper status color. This alerts you to abnormal conditions at a glance. To show how GWFM uses status colors, consider this example: You customize your GWFM system by entering a projected capture volume of 100,000 items by 2:00 p.m. in the Customizer. However, on a given day you actually process 175,000 items by 2:00 p.m. GWFM compares the actual and projected volumes and displays the Volume status bar in the critical status color (default red). Note: The Volume, AE, DC, RR and Balancing status bars on the Work Flow Status screen display normal and critical status colors only. 2983 8646-010 2-5

Understanding GWFM Screens and Fields Figure 2-3 illustrates the use of status colors in the Capture Volume Status window of the Work Flow Status screen. Critical staus color Volum e WT: 1, 2 Ite m s (K) 400 300 Sit e : 0 200 100 Pro j Act1 DP 2 110K 6482 Figure 2-3. Critical Status Color Capture Volume Status Window Status colors are also used for arrow indicators to indicate the status of offscreen items. For example, if your site uses more SRMs than the SRM Usage window can display, an arrow indicator appears in the window. If all SRMs are in the normal condition, the arrow indicator appears in the normal status color (default green). The arrow indicator displays the warning status color (default, yellow) when at least one of the SRMs has reached the warning stage but none has reached the critical stage. However, if any of the off-screen SRMs reach the critical stage, the arrow indicator appears in the critical status color (default, red). Status colors are described in more detail in "Interpreting the Work Flow Status Screen," and "Interpreting the Power Encode Status Screen" later in this section. 2-6 2983 8646-010

Understanding GWFM Screens and Fields Threshold Bars Threshold bars are used to indicate the threshold levels for various functions. They appear at the point on the status bar where the threshold level for that function has been set in Customizer. Thresholds are defined as the points where the limit for "normal" processing would be reached. This graphical element alerts you to situations that could require changes in work flow. Setting thresholds is described in Section 3. Resource-Adjustment Numbers The numbers displayed inside or above each status bar on the Work Flow Status screen are the resource-adjustment numbers. They suggest, based on the current work flow status and deadlines and thresholds set up in Customizer, whether work is progressing as planned with the current level of resources. Resources may be operators or, for the PE work function, DP 500 Document Transports (DP 500s). A negative resource-adjustment number (such as "-2") suggests, based on current production rates and the specified deadline and thresholds, that the current backlog is lacking resources. As a result, you may wish to add the suggested number of resources (operators or DP 500s) in order to complete the backlog on schedule. A positive resource-adjustment number (such as "+2") suggests that the current backlog has a surplus of resources based on the current production rates and the specified deadline or thresholds. You may wish to reallocate resources to other functions, since the backlog will be completed ahead of schedule. These numbers are suggestions only, and are strictly informational. You are not required to take any action. 2983 8646-010 2-7

Understanding GWFM Screens and Fields Arrow Indicators Arrow indicators indicate that data is available for viewing off-screen. In certain cases, screen size limitations do not allow all of the data available to be viewed. When an arrow indicator appears, it signifies that there is additional information that cannot currently be displayed. If you choose to, you may scroll the screen to view this information. See Figure 2-2 for an example. Arrow indicators are used only when a screen or window has a limited display capacity. For example the "SRM Usage" window of the Work Flow Status Screen may be configured with a display capacity of five SRMs. If your system includes more than five SRMs, an arrow indicator appears in the window, indicating that status data is available off-screen for the additional SRMs. See "Interpreting the Work Flow Status Screen," and "Interpreting the Power Encode Status Screen" later in this section for more information on arrow indicators. Date and Time Display The GWFM displays the current date and time in the upper right corner of the screen. The system displays time in military format (for example, 1:00 p.m. is 13:00). The time displayed right of the screen name is the time that the GWFM was last updated with data from the Image Check Processing System (ICPS) host. See Figure 2-2 for examples. Status Line The status line at the bottom of the screen displays system prompts, plus error and status messages when applicable. See Appendix A for a list of the messages that may appear. If the automatic data-update function is enabled, the status line also displays the time remaining until the next automatic update. 2-8 2983 8646-010

Understanding GWFM Screens and Fields Site Number The site number identifies the site for your local operations. The central site is displayed as "Site: 0". Remote sites (if any) are identified as 1 through 9. All the GWFM data displayed (on both the Work Flow Status and Power Encode Status screens) relates to your local site only. Similarly, customizing the GWFM parameters and sharing of data between GWFM workstations applies to your local site only. Using the Keyboard You can use either the ICPS "proof" keyboard or the alphanumeric (alpha) keyboard (if installed) to operate GWFM. Note: All procedures in this guide refer to key commands for the proof keyboard. Table 2-1 describes the keystrokes for the proof and alpha keyboards. This information is repeated in the GWFM and Customizer help facilities. Table 2-1. Keyboard Functions for GWFM Screens Proof Key Alpha Key Function Logoff Ctrl-F3 Terminate GWFM and return to ICPS Logon screen. Help F2 Display the online help for the current screen. Down Arrow Down Arrow Move from the Work Flow Status to the Power Encode Status screen. (GWFM ignores this key if you are already on the Power Encode Status screen.) Up Arrow Up Arrow Move from the Power Encode Status to Work Flow Status screen. (GWFM ignores this key if you are already on the Work Flow Status screen.) Right Arrow Right Arrow Pan horizontally to the right. Left Arrow Left Arrow Pan horizontally to the left. continued 2983 8646-010 2-9

Understanding GWFM Screens and Fields Table 2-2. Keyboard Functions for GWFM Screens (cont.) Proof Key Alpha Key Function Forward field Bkward Field Tab Shift-Tab Pan horizontally to the right by one SRM (on Work Flow Status screen) or Repass Job (on Power Encode Status screen). Pan horizontally to the left by one SRM (on Work Flow Status screen) or Repass Job (on Power Encode Status screen). Shift-Pass Alt-P Activate/deactivate auto-switching between the two GWFM screens. uydr/enter Enter Update the screen. (Downloads data from the host.) Shift- DR/Enter Alt-N Activate/deactivate auto-downloading of data from the host. Cancel F1 Clears error messages in status line. Interpreting the Work Flow Status Screen This subsection describes the three windows of the Work Flow Status screen and provides detailed explanations of each field on the screen. It also describes accessing the screen and identifies customizable fields. Accessing the Screen The Work Flow Status screen appears when you first access GWFM. To access the GWFM, you must first log on to IIPS, then execute the ICPS application. The following procedure describes how to access the GWFM. 1. Power up the Image Workstation (IWS) system unit and display, and then the GWFM display. The IIPS System Logon screen (Figure 2-4) appears on the IWS monitor. 2-10 2983 8646-010

Understanding GWFM Screens and Fields IMAGE ITEM PROCESSING SYSTEM - IIPS SYSTEM LOGON Version 001.051.000 To LOGON to IIPS key in and ENTER your USER ID and PASSWORD USER ID: PASSWORD: Figure 2-4. IIPS System Logon Screen 2. Input your user identification (User ID) and password on the IIPS System Logon screen. 3. Press the DR/Enter key. The Application Logon screen appears when your User ID and password have been successfully entered. Figure 2-5 illustrates the Application Logon screen. 2983 8646-010 2-11

Understanding GWFM Screens and Fields APPLICATION LOGON Version 001.051.000 Make selection by number or highlight bar then press ENTER 1. ICPS Logon 2. Initiate Program Selection number: Press LOGOFF to return to IIPS Logon Figure 2-5. Application Logon Screen 4. Log on to ICPS by performing one of the following steps: a. Highlight "ICPS Logon" and press DR/Enter. b. Type 1 in the Selection Number field, and press DR/Enter. The ICPS Logon Screen appears, as illustrated in Figure 2-6. 2-12 2983 8646-010

Understanding GWFM Screens and Fields ICPS LOGON Enter test system # : Select application by moving highlight bar or by entering its number. Press DR/ENTER when complete. 1. 2. 3. 4. 5. 6. Amount Entry Data Correction Balancing Priority Transit Shipment Rekey Work Flow Manager Graphical Work Flow Monitor Selection number: Site Number: Press LOGOFF to return to APPLICATION LOGON SCREEN Copyright (C) 1994 Unisys Corporation Figure 2-6. ICPS Logon Screen 5. Enter the test system number. 6. Select option 6, Graphical Work Flow Monitor, by either highlighting the selection and pressing the DR/Enter key, or by typing 6 and pressing DR/Enter. The message "Loading Application" appears, and then the IWS monitor clears. The GWFM is displayed on the color monitor. When you log off, the ICPS Logon screen again appears on the IWS monitor. 2983 8646-010 2-13

Understanding GWFM Screens and Fields Understanding the Fields on the Work Flow Status Screen This subsection describes the fields in each of the three windows of the Work Flow Status Screen, which include Capture volume status Work available status (DE, Balancing, and PE) SRM usage status The following paragraphs define each window and field on the screen. Capture Volume Status Window Figure 2-7 shows the Capture Volume Status window of the Work Flow Status Screen. Site 0 Items (K) 400 Volum e WT: 1, 2 300 200 100 Pro j Act1 DP 2 110K 7482 Figure 2-7. Capture Volume Status Window on Work Flow Status Screen This window displays the projected capture volume for the current time of day in comparison to the actual number of items captured as of the most recent data update. It also indicates, through use of the normal and critical status colors, whether volumes are within range of expected levels. 2-14 2983 8646-010

Understanding GWFM Screens and Fields Status colors are displayed based on the item-arrival rates and thresholds you customize in the Customizer. When volumes fall outside the customized rate threshold (either by more or fewer items), GWFM displays the Actl status bar in the critical status color (default red). Otherwise, it displays the normal status color (default green). Table 2-2 describes each field in the Capture Volume status window. Table 2-2. Description of Fields in Capture Volume Status Window Field Description Customizable Feature? WT: Items (K) Proj Actl DP Describes the ICPS work types included in the Capture Volume Status total. Number of items captured. In this example, in increments of 100,000 (K). Projected (estimated) number of items to have been captured on this date at this time. Actual number of items captured (within the customized work types). Number of DP 1800 Document Processors (DP 1800s) running an image job. Yes. You can customize the work types that are included in the volume status total. No. This is retrieved from the system. Yes. The projected processing volume for each day of the week is specified in Customizer. No. (The actual figure includes all items captured for the customized work types.) No. This is retrieved from the system. 2983 8646-010 2-15

Understanding GWFM Screens and Fields Work Available Status Window This window describes the status of prime pass capture work. It shows details on work completed in several categories, including AE, DC, Reject Reentry (RR), Balancing, and PE. You can display as many as three summary bars for each Balancing and PE, or as few as zero for Balancing and one for PE. Figure 2-8 shows the window customized to show the required AE, DC, and RR status bars, plus two bars that summarize Balancing and PE functions. GRAPHICALWORKFLOW MONITOR Wo rk Flow Sta tus (a s o f 20:30) Available WT: 1,2,3 Tim e ( Hr) 2.5 2.0 1.5 1.0 0.5 Re s Itm / Hr Ite m s Bloc ks AE DC RR 18 45K 50K 25 Bal UPOD Bal PPOD 2 2 3 2 1.6K 1.3K 7 1.2K 1.1K 15 18K 15K 5 60K 9K 3 OnUs PE 4 64K 19K 20 Tran 2 32K 40K 35 8482 Figure 2-8. Work Available Status Window Screen Functions The y-axis timeline at the left of the screen indicates the time required to complete the backlog with the current resources. The status bars describe status for each work function in relation to the y-axis, as well as other information. The resource-adjustment numbers (+ or - numbers) inside or above each status bar give recommendations on how you may wish to reallocate resources to meet your processing deadlines and thresholds. The fields below the status bar indicate the specific information related to each function. 2-16 2983 8646-010

Understanding GWFM Screens and Fields For more information on altering this display, refer to "Changing the Way Status Bars Are Displayed" in Section 3. Amount Entry, Data Correction, and Reject Reentry Status In this window, the display format for AE, DC, and RR status is constant. The status bars indicate the work progress for each function against the time indicated by the y-axis. Balancing Status You can customize the Balancing status portion of the Work Available Status window to display zero, one, two, or three status bars one each for unencoded proof of deposit (UPOD), preencoded proof of deposit (PPOD), and Inclearings (Incl.). For each Balancing work type displayed, two status bars appear, a foreground (lower) and a background (upper) bar. The status bar in the foreground indicates the work that is in the Balancing backlog. The status bar in the background indicates the work pending in AE, DC, and RR that will be ready for Balancing when those functions are completed. PE Status Summary A summary of the PE status may be displayed in various forms. You can choose to display one bar that summarizes the entire PE operation, or divide the summary into as many as three bars, one each for on-us PE, local transit, and other transit items. 2983 8646-010 2-17

Understanding GWFM Screens and Fields Table 2-3 describes each field on the Work Available Status window. Table 2-3. Description of Fields in Work Available Status Window Field Description Customizable Feature? Y-Axis/Time (Hr) AE DC RR BAL UPOD PPOD INCL Indicates the time required to process the current backlog. Acronym for Amount Entry (status bar for AE function). Acronym for Data Correction (status bar for DC function). Acronym for Reject Reentry (status bar for RR function). Abbreviation for Balancing (status bar for Balancing function). Acronym for unencoded proof of deposit work, this is one of the Balancing summary status bars. Acronym for preencoded proof of deposit work, this is one of the Balancing summary status bars.. Abbreviation for Inclearings, this is one of the Balancing summary status bars. No. The axis is constant; the increments on the axis are updated by the system automatically. No. This status bar is always displayed. No. This status bar is always displayed. No. This status bar is always displayed. The number of Balancing bars to display is customizable. See UPOD, PPOD, and INCL. fields below. Yes. You can customize whether to display this status bar or not as part of the Balancing summary. Yes. You can customize whether to display this status bar or not as part of the Balancing summary. Yes. You can choose whether to display this status bar or not as part of the Balancing summary. continued 2-18 2983 8646-010

Understanding GWFM Screens and Fields Table 2-3. Description of Fields in Work Available Status Window (cont.) Field Description Customizable Feature? OnUs PE Tran Locl Tran Othr Tran PE Res Itm/Hr Items Blocks Abbreviation for on-us work that requires power encoding. This is one of the PE summary status bars. Identifies the status of transit items, including local transit and other transit items, that require power encoding. Abbreviation for resource. For AE, DC, RR, and Balancing, resources are operators. For PE, resources are DP 500s in operation. Indicates the throughput for the total number of resources for each function. Indicates the total number of items in the backlog. Indicates the number of blocks in the backlog. Yes. You can choose whether to include this status bar or not as part of the PE summary. Yes. You can choose whether to display individual status bars for Locl and Othr Tran, or a single status bar that summarizes both, which is identified as Tran. You may also group all work into a single bar (PE bar). No. This is updated each time data is downloaded to GWFM. Yes. You specify the anticipated throughput for each resource and function. No. This is updated each time data is downloaded to GWFM. No. This is updated each time data is downloaded to GWFM. SRM Usage Status Window The SRM Usage Status window indicates the status of all SRMs currently being used. The capacity of each SRM is represented by a single status bar. The status bars show the amount of image space already taken up on the SRM. Figure 2-9 illustrates the SRM Usage Status window. 2983 8646-010 2-19

Understanding GWFM Screens and Fields Fu ll (%) 100 6/9/94 20:31 SRM Usage WT: All 75 50 25 SRM 001 002 003 Figure 2-9. SRM Usage Status Window 9482 This window displays as many as eight SRM status bars at one time. The actual number displayed is set in Customizer and depends on the space remaining on the screen after the Balancing and PE Summary portion of the screen are set up. If the maximum three Balancing and PE status bars are displayed in the Work Available status window, only three SRM status bars may be displayed. However, if only one Balancing and PE bar is displayed, this frees space for more SRM bars to be displayed, up to the maximum eight. All such display functions are customized on the Customizer Display Parameters screen. An arrow indicator appears when additional SRM status bars are available for viewing off-screen. Scroll in the direction indicated (by pressing the left or right arrow key) to view the additional SRM status bars, if applicable. The GWFM status colors effect both the status bars and arrow indicators in this window. Pay special attention to the arrow indicators' status colors. If none of the SRMs off-screen have reached warning or critical status, the arrow indicator displays in the normal status color (default green). If at least one SRM off-screen reaches the warning stage and none has reached the critical stage, the arrow indicator appears in the warning status color (default yellow). However, if any of the off-screen SRMs reach the critical stage, the left or right arrow indicator appears in the critical status color (default red). Table 2-4 describes each field in the window. 2-20 2983 8646-010

Understanding GWFM Screens and Fields Table 2-4. Description of Fields in SRM Usage Status Window Field Description Customizable Feature? WT: All Arrow indicators (when displayed) Full (%) SRM Indicates which ICPS work types are included in the SRM usage calculations. Indicate that additional SRM status bars are available for viewing off-screen. Indicates the proportion of image space on the SRM that has been filled. The SRM, listed in ID-number order. No. Since SRM space is based on all images captured, there is no distinction between work types. No. Displayed automatically if more than eight SRMs are in use. (The number of SRMs that may be displayed varies, depending on overall setup of Work Flow Status screen.) No. This is calculated by the system. No. This is retrieved from the system. 2983 8646-010 2-21

Understanding GWFM Screens and Fields Interpreting the Power Encode Status Screen This subsection describes the Power Encode Status screen (Figure 2-10) and defines each field on the screen. Site : 0 Time (Hr) 2.5 GRAPHICALWORKFLOW MONITOR Po w e r Enc o d e Sta tus (a s o f 20:30) 6/9/94 20:31 2.0 1.5 1.0 0.5 $2.6M 22:05 $2.5M 21:40 $2.5M 21:55 $1.2M 21:20 $0.3M 22:00 $0.2M 21:22 $0.2M 20:55 $1.1M 21:55 $0.9M 21:40 $1.7M 22:30 $2.9M 21:25 SPN Po c ke t DP500 Itm / Hr It e m s Blo c ks Deadline 111 01 2 36K 40K 50 21:00 111 111 04 06 1 1/ 2 18K 13K 20 21:20 18K 15K 20 21:30 $0.1M 20:45 111 07 1/ 2 18K 4K 10 1:00 111 07 18K 19K 26 2:00 222 02 18K 19K 30 2:30 4482 Figure 2-10. Power Encode Status Screen The Power Encode Status screen provides a picture of work that is currently ready and waiting for power encoding, and pending PE work that is still in Balancing. With the information provided on this screen, supervisors and operators can determine if PE work is progressing on schedule. The screen can display from three to 12 Repass jobs (in the form of status bars) in the order of PE deadline; the job with the earliest deadline is displayed at the far-left of the screen. You can customize the number of jobs to display, up to the maximum 12. Two status bars appear for each Repass job a foreground bar and a background bar. The bar in the foreground indicates the amount of PE work currently in the backlog for the job. The bar in the background indicates the amount of PE work pending in Balancing. Arrow indicators notify you when jobs are available for viewing off-screen. The status colors indicate when the estimated completion time for a job exceeds the threshold you set up in the Customizer. The completion time for each job (along with its dollar value) appears inside or above each status bar. It also indicates information about each Repass Job, including its sort pattern number (SPN), designated pocket and hourly processing rates. 2-22 2983 8646-010

Understanding GWFM Screens and Fields When the processing deadline is reached for a job, the status bar for that job moves to the far-right of the screen, and it is displayed in the normal status color. Accessing the Screen You can reach the Power Encode Status screen at any time by pressing the Down Arrow key while on the Work Flow Status screen. If you have activated the screen auto-switching option (by pressing Shift-Pass), the system automatically toggles between the two GWFM screens at regular intervals. Note: You can customize the time between automatic screen toggles with the Customizer. Understanding the Screen's Fields The Power Encode Status screen includes a single window with several fields. Table 2-5 describes each field. Table 2-5. Description of Fields on Power Encode Status Screen Field Description Customizable Feature? Y-Axis/Time (Hr) SPN Pocket Indicates the time it will take to process the backlog with the current resources (DP 500s) assigned. Note: If no DP 500s are assigned, it is the time it would take one DP 500 to process the backlog. Acronym for sort pattern number. The number is derived from the first three digits of the Repass job number. Indicates the DP 1800 pocket number to be sorted for the job. (The pocket number is derived from the fourth digit of the Repass job number.) No. The axis is always shown. The increments on the axis are updated by the system automatically. Yes. The Repass job number is customized; the SPN is derived from the Repass job number. Yes. The Repass job number is customized; the Pocket number is derived from the Repass job number. 2983 8646-010 2-23