General Settings

The General Settings template controls the behavior and appearance of the device screen.

The template provides the following tabs:

Display— Specifies the messages that are displayed in the languages supported by the device and their duration time. You can also specify the duration of transaction responses and data displays; time-out intervals; and date and time formats you can specify a screen saver URL and wait time. See About Screen Savers for more information about configuring screen savers.
XML— Enables the specification and processing of freeform XML code that contains additional configuration settings that are not available in the Universal Device Manager configuration.
Logo— Specifies the file name of a logo to be used on the InTouch display. To use a logo file that is not provided with the Universal Device Manager, use Manage Imports > Logo File to load the logo file into the database. Then, specify the logo file in the Logo tab of the General Settings template.
Contact Assistance— For InTouch specifies an list of contacts whom you can call to assist you with issues at the device.

Edit the fields in these tabs. Required fields are marked by an asterisk (*). When you are done with your edits:

Ensure that the Name field is not blank. It should contain the name of a template that you are editing or the unique name of the template that you are creating.
Select one of the guided Save changes to options. See Save options that are presented when templates are modified in either the Device or Profile view for more information.)
Click Tap Save to save your edits or click tap Cancel to dispose of them.

Display tab

Enable Individual Mode

Note: This option is available only for InTouch DX.

If selected, the InTouch DX clock will be set to individual mode. InTouch DX clocks are set to community mode by default.

Enable NTP Time Sync

Note: This option is available only for InTouch DX.

Enables the ability to customize a network time protocol server.

Error message duration*

Length of time that an error message appears at the device. Valid values are whole numbers 1–255, in tenths of seconds. The default value is 1.

Transaction response duration*

Length of time that a confirmation message of success or failure appears at the device. Valid values are whole numbers 1–1200, in tenths of seconds. The default value is 6.

Non-employee timeout*

Length of time that the device remains in Manager, Supervisor, or Maintenance mode without any activity before it returns to Employee mode. Valid values are whole numbers from 5 to 150, in increments of 5 seconds. The default value is 45.

Data display duration*

Length of time that an informational message appears on the device. Valid values are whole numbers 1–25 seconds. The default value is 5 seconds.

Enable backlight dim capability

When selected, enables the device's backlight dim feature (InTouch only).

Duration before dim

Number of seconds after which the device backlight will dim and then turn off (InTouch only).

Screen saver URL

URL to be used for the screen saver on the device. Enter URLs that begin with HTTP:// or HTTPS:// ( InTouch only).

Screen saver wait time

Amount of time in minutes for which the screen saver appears on the device. Valid values are whole numbers 1-9999. The default value is 5 minutes (InTouch only).

Enable tone for key click

When selected, the device generates an audible click when a user presses a key on the device keypad. The tone is enabled by default.

Enable tone for response

When selected, the device generates an audible tone to indicate success or failure of transactions. The tone is enabled by default (InTouch only).

Date format

Select the day, month, and year order. The default format is month, day, year.

Date format delimiter

Select the character to separate the day, month, and year. The default option is a dash (-).

Languages and messages

Select a language from the drop-down list, and specify its primary and alternate messages.

To define messages for additional languages (InTouch only), click tap the Plus-sign . To delete the messages for a given, language click tap Delete .

Primary message duration and Alternate message duration

Specify a Primary message duration and an Alternate message duration in seconds.

2 digit or 4 digit year

Indicate how the year appears— two digits (24) or four digits (2024).

Time delimiter

Select the character to separate hours and minutes. The default character is a colon (:).

12 hour or 24 hour clock

Select how the time is expressed, either 12-hour or a 24-hour format.

XML tab

If you have customized device configuration information, enter its XML in the Data text box to make that information available to devices.

Note: Use this tab only if you are an advanced user and are certain that the XML will cause the desired behavior on the device. Using the Manage Imports > Parameter Files feature to download this XML is not supported.

For example, both the 4500 and InTouch devices allow managers to override break restrictions when the employee's Punch Interpretation Rule has the Enforce Breaks and Allow Overrides options enabled. To allow managers to override break restrictions in employee punch interpretation rules enter the following XML configuration in the Data field of the XML tab in the General Settings template:

<set >
<Configuration>
	<GlobalPunch>
	<Rules obeyAllowOverride="y"/>
	 </GlobalPunch>
</Configuration>
</set>

If an employee attempts to start a break earlier or later than their scheduled break, and their break restriction settings allow their manager to provide an override, the device uses the override to start the break. It uses the length of the scheduled break start time that is closest to the time of the punch. The device enforces the break restrictions for an employee's in-punch from break based on that scheduled break's duration, the start time of the punch, and the late end break margin that is specified in the employee's Punch Interpretation Rule.

For example, suppose an employee's Punch Interpretation Rule has the following settings:

Allow Overrides = Yes

Enforce Breaks = Yes

Early Start Break Margin = 10 Min

Late Start Break Margin = 10 Min

Late End Break Margin = 5 Min

After the employee’s Punch Interpretation Rule is configured:

The XML configuration setting to enable break overrides is sent to the device.
The employee is granted a restriction credit by their manager.
The employee has breaks scheduled from 10:00 AM to 10:30 AM, and 1:00 PM to 2:00 PM.
The employee is directed by their manager to punch out to start their first break of the day later than scheduled (10:30 AM).
The device applies the restriction credit and accepts the punch.
When the punch is closer to the first scheduled break time start than the second break start time, the device uses the scheduled length of the first break (30 minutes) to determine the expected end time of the break. In this case, the employee must punch back in from break between 11:00 AM and 11:05 AM (unless their manager grants a second restriction override).
Break overrides are only allowed if at least one break is scheduled for the shift the employee is currently working. If no break is scheduled for the current shift, all punches after the start of the shift will be interpreted by the device as attempts to punch out to end the current shift, and not to take an unscheduled break.

Note: If the XML configuration command is not sent to the device, the device does not apply any manager overrides to punches interpreted by the device as attempts to punch in or out for a break.

Logo tab

The Logo tab specifies a file to be used for the logo on the InTouch. To use a logo file that is not provided with Universal Device Manager, use Manage Imports > Logo File to load your logo file into the database. Then, specify the logo on the Logo tab of the General Settings template.

Contact Assistance tab

Use the assistance contact list editor to enter names and numbers that InTouch device users can use to call for assistance at the device.

To set up the Call for Assistance feature, you must configure the following components:

Note: To install and configure these components, refer to the accompanying documentation specific to each product.

IP-PBX server — Software or hardware that enables the InTouch to make calls over IP.
USBFXO device — An USB card or device that facilitates communication between Asterisk (communication software) and telephone lines.

In the Contact Assistance tab, enter the names and numbers that device users can use to call for assistance at the device.

After you create a contact list, use the Soft Key Settings editor to configure a Call for Assistance soft key in both manager and employee modes.

To manage the assistance contacts lists:

Enter the name, description, and phone number of the contact. Enter numbers in this format for phone calls ensuring that there is a + at the beginning of each number: +1234567890
Click Tap the plus sign to add another contact. Click TapDelete to delete a contact.
When you are done adding contacts, select one to be the default contact using the radio button.

About Screen Savers

The Screen Saver feature allows you to enter a screen saver URL and a configurable wait time for when the screen saver appears on the device. If you are using an HTML page for the URL, ensure that the HTML page does not contain the following:

Requirement for a plugin.
Heavy use of JavaScript
Content from Web servers that are not in the trusted server list.
Streaming video

Before you enter the screen saver URL, perform these steps:

Place the file that you will be using for the screen saver in the following directories:
- For IIS: C:\inetpub\wwwroot
- For Apache: server_name\ ukg\apache\htdocs
- To test the URL of the file, copy and paste the location URL in a browser window.
(Optional, for IIS web servers only) Create secure and non-secure ports in IIS:
1. From the Windows Start menu, select Run, enter inetmgr in the Open field and click OK.
2. Press + in the left pane until Default Web Site appears.
3. Select Default Web Site.
4. While Default Web Site is still selected, select Edit Site > Bindings from the Actions column.
5. From within the Site Bindings window, click tap Add and select the type of port that you want to create: non-SSL or SSL.
  
  For http (non-SSL), enter the appropriate information in the following fields, for example:
  
  Type: http
  
  IP Addresses: All Unassigned
  
  Port: For example, 90. This can be any port number that is not currently in use for communication. Do no use port 80.
  
  Hostname: no information required
  
  Click OK.
  
  For https (SSL), enter the appropriate information in the following fields, for example:
  
  Type: https
  
  IP Addresses: All Unassigned
  
  Port: For example 448. This can be any port number that is not currently in use for communication. Do not use 443.
  
  Hostname: option not available.
  
  SSL Cert: Select the SSL certificate assigned to the system.
  
  Click OK.
  
  Exit from inetmgr.
Note: Add the port number from IIS to the screen saver URL in General Device Settings.
Navigate to the appropriate general device setting and enter the URL for the image file in the following formats:
- For Apache: http:// server_name or IP_address/filename.
- For IIS using SSL: https: // server_name:ssl_port_number/filename
- For IIS using non-SSL: http: server_name:non-SSL_port_number/filename
If you are using an IP address in the URL, enable DNS at the device to allow the device to locate the URL for the file. See the user’s guide for the device for more information about enabling DNS.
Download the configuration profile with the appropriate general device setting to the device.
- If your screen saver URL begins with https, and the site where the screen saver is located does not have a "Trusted Certificate" (from a trusted issuer), InTouch will prompt with a pop-up to accept the certificate during the time of screen saver appearance. Select Remember me and click tap OK.