Online Transfers

Online Transfers are a type of Smart View that can be configured to allow users to transfer Job, Job Device Set, Work Rule, Cost Center, and Labor Category information between InTouch 4500, 9000, 9100, and DX devices. The Online Transfers page allows users to create, edit, duplicate, or delete different Online Transfer Smart View options.

Note: Devices must be online in order to perform Online Transfers.

By default, Online Transfers utilize each employee's FAP to determine which information they are allowed to transfer. For example, if an employee's FAP only allows them to perform a Job transfer and does not allow them to see the most recently used list, they will never be presented with the Work Rule, Cost Center, or Labor Category transfer options and will not see the most recently used list, even when an Online Transfer has been configured to have the option available.

The following fields from the Employee Role page in People Information are used to determine which transfer options can be seen by an employee:

  • Employee Job Transfer Set - Job Information
  • Work Rule Profile - Work Rule and Cost Center information
  • Labor Category Profile - Labor Category Information

If the Employee Job Transfer Set is specified, it is possible to override the employee set and specify a Device Job Transfer Set, as described in Create and Manage Online Transfers.

Note: If any of these fields are empty or disabled in an employee's profile, the online transfer will now allow them to transfer information for those fields.

Create and Manage Online Transfers

Online Transfers can be configured by navigating to the Online Transfers page in the Device Profile. Once on the Online Transfers page, choose the following options:

  • Select New to create a new online transfer Smart View
  • Select an existing online transfer Smart View and click Duplicate to copy it or Edit to modify it.
  • Delete an existing online transfer Smart View by selecting it and clicking Delete.

When selecting New, Duplicate, or Edit, the Online Transfer Editor window will display. Required fields are marked by an asterisk (*):

  1. Enter or modify the Name of the transaction. If you are duplicating the transaction, change the name.
  2. (Optional) Enter or modify the Description.
  3. Select any combination of Transfer Options to include in the Online Transfer Smart View. Options include: Job, Override, Device Job Transfer Set, Work Rule, Cost Center and Labor Category.
    1. To override the person record > Employee Job Transfer Set and use the device job transfer set, click the Override check box and then make a selection from the Device Job Transfer Set drop-down list.
  4. (Optional) Use the MRU List check box to turn the most recently used list on or off. If the Most Recently Used list has been turned on, fill in the related fields:
    1. In the Timeout field, specify the number of seconds (0-1800 seconds) that the transaction will wait after invoking the URL to the server before it times out.
    2. Select Biometric Verification if employees must verify their identification by using a finger scan identification device.
  5. (Optional) Configure Comments for the online transfer:
    1. Select a Default Comment Code.
    2. Select Prompt for Comment Code to allow employees to enter a comment code.
    3. Select Allow Override to allow employees to override the assigned comment code.
    4. Select Entry Required to require employees to enter a comment code to complete this transaction.
  6. Click Save to save your edits or Cancel to disregard them.

After an online transfer Smart View has been created, users can perform an online transfer by selecting the name of any online transfers that have been created, entering the appropriate information and submitting the online transfer at their InTouch 4500, 9000, or 9100 device.