Opex FalconV, User Manual

Page 1: ...mers partners and dealers No portion of these materials may be reproduced published or stored in a database or retrieval system other than for its in tended use without the express written permission...

Page 2: ...Document History If you find errors inaccuracies or any other issues or concerns with this document please contact the OPEX Technical Writers via email at GroupTechwriters opex com Opex part no 508310...

Page 3: ...Chapter 2 Operation Overview 16 Safety precautions 16 Ergonomics 17 Main Controls and System components 18 Getting Started 21 Navigating the FalconV CertainScan software 23 Running Jobs 25 Using the R...

Page 4: ...t 87 Key assist 89 Clearing paper jams 89 Clearing the bins 92 Chapter 3 Maintenance Touchscreen Monitor 94 Calibrating the monitor 94 Removing Replacing the printer cartridge 95 Accessing the printer...

Page 5: ...5 FalconV User Manual Standard Scanning OPEX Corporation Performance Details statistics 119...

Page 6: ...6 FalconV User Manual Standard Scanning OPEX Corporation...

Page 7: ...1 FalconV User Manual Standard Scanning Introduction About this Manual 8 Overview 9 How the FalconV works 11 Software 11 Jobs 12 Page types 13 FalconV Specifications 13...

Page 8: ...ual Remittance Processing document For additional information on how to set up jobs page types audit trails and other functions of the machine consult the appropriate FalconV CertainScan Manual Standa...

Page 9: ...This user manual is for both the FalconV desktop and the FalconV RED integrated universal document scanning workstations Features of the FalconV include CertainScan 4 0 Software Host PC available in W...

Page 10: ...in two different platforms Desktop and Integrated OPTIONAL FEATURES External digital capture Multi slot ID Assist Audit trail printers front rear Rear graphics printer for signature and Code 39 barcod...

Page 11: ...ertainScan software and controls all machine related functions such as monitoring sensors triggering gates and turning motors on and off The INtime Controller runs in its own real time operating syste...

Page 12: ...b A set may consist of several page types For example a folder patch sheets and the contents of the folder Structured vs Unstructured jobs Structured jobs require you to scan items in a particular ord...

Page 13: ...ignated for that job This is how the system identifies each item scanned into the system The system then collects the appropriate data from the item and sorts it according to the current job parameter...

Page 14: ...mps 138 Watts Operating 120VAC 2 21amps 265 Watts Bundled Software CertainScan 4 0 64 bit host software CertainScan Edit OPEX Transform OPEX standard barcode package Windows 10 64 bit Additional Featu...

Page 15: ...d Scanning Operation Overview 16 Main Controls and System components 18 Getting Started 21 Navigating the FalconV CertainScan software 23 Running Jobs 25 Using the Run Screen 26 Scanning items 63 Resc...

Page 16: ...ng can be hot any time the machine is plugged in Failure to use caution may result in electric shock or death Do not set liquids such as drinks on the scanner that could spill into the machine Keep lo...

Page 17: ...s approximately even with the top of the work surface when your arms are near your sides and your feet are flat on the floor Adjust your chair position to allow your torso to touch the front edge of t...

Page 18: ...f the FalconV system can be found on the following pages 5 Programmable sort bins Touchscreen PC monitor Printer In line recognition Rescan feeder Conveyor Feeder MICR OCR BCR OMR Thickness Detect Mul...

Page 19: ...e Typically the keyboard and mouse are only used for setting up jobs and for use with other software Use the touchscreen monitor for running jobs and operating the machine Multi slot ID Assist option...

Page 20: ...Rear graphics printer option In place of the standard rear audit trail printer this optional printer is capable of printing graphics such as signatures logos and Code 39 barcodes Up to five different...

Page 21: ...in to Windows with your Windows network user name and password If your FalconV is not connected to a network you may not have to log in to Windows first Proceed to step 4 Once the computer has finishe...

Page 22: ...ation FalconV User Manual Standard Scanning OPEX Corporation Figure 3 Login Screen 5 Enter your password using the on screen or computer keyboard 6 Press OK Select a user account icon Enter password P...

Page 23: ...Once logged in you are presented with the Menu Select window in which you can begin using the features of CertainScan software The list of menus presented is determined by the user s account level pe...

Page 24: ...erved for Opex technicians The Help menu accesses the About screen which provides version information for the FalconV CertainScan software Menu bar Provides access to the main system functions Select...

Page 25: ...you a general outline of how to use the CertainScan software to process items Select a job 1 Select Main in the menu bar 2 Click the icon for the job you want to run Figure 4 Main Screen Note The job...

Page 26: ...n your PC you can also make instant edits to a live batch directly from the Run screen see the CertainScan Edit software manual for details Figure 5 Run screen The Manager level has the ability to alt...

Page 27: ...layout prior to any customizing See descriptions of Run screen buttons beginning on page 28 Thumbnail view tabs Preview tabs Scroll buttons for Page type buttons Job action buttons Thumbnail window R...

Page 28: ...replace a previously scanned image with a new one This button will only be available if it has been activated in the batch parameters See Rescanning items on page 72 Delete last item from end of batc...

Page 29: ...bset of the same icons will appear Whether or not it should appear is indicated in the last column Refer to the CertainScan Edit manual for more details on using CertainScan Edit Press the Camera butt...

Page 30: ...daries of the item s edges No disk image was written for this reason Yes Image Unavailable Attempted to load the image from disk but failed The request did not time out so the disk to which the image...

Page 31: ...formation screen The Modify Batch Information screen Figure 6 can be enabled to appear at the beginning of a job to prompt the operator to enter batch information such as processed and or received dat...

Page 32: ...s can enter a custom batch name The name can be manually typed in using the keyboard or touch screen keypad or scanned in from a barcode scanner from a box or lot number for example Note File names mu...

Page 33: ...ng a desired view tab from the menu Figure 7 Figure 7 View tab display menu Use the tabs to arrange thumbnails in one of many available configurations Set see page 34 Dual Image see page 40 Scan seque...

Page 34: ...ew groups thumbnails by set All of the pieces are displayed in a single row from left to right in the order they were scanned One thumbnail is displayed for each piece Scroll buttons appear on the lef...

Page 35: ...35 FalconV User Manual Standard Scanning OPEX Corporation Sequence view The sequence view displays all of the pieces in the order they were scanned from left to right A new row will start after the fi...

Page 36: ...36 Operation FalconV User Manual Standard Scanning OPEX Corporation Bin view In Bin view each row represents a bin number that scanned items in that row were sorted to...

Page 37: ...Operation 37 FalconV User Manual Standard Scanning OPEX Corporation Group view The Group view similar to the Set view also displays each of the group separators or markers...

Page 38: ...ew shows two thumbnails for each piece grouped by set The first row will show one image the following row will show the secondary image Set dual view will only work properly if the page types in your...

Page 39: ...ual view The sequence dual view shows two thumbnails for each piece grouped in the order they were scanned Each piece is displayed on two rows one for each image Sequence dual view will only work prop...

Page 40: ...configure in Job Setup for the Page Type You can then select two images corresponding to the Image for Thumbnail and Secondary Image for Thumbnail parameters in General Page Type Parameters If no sec...

Page 41: ...ation 41 FalconV User Manual Standard Scanning OPEX Corporation Pages with Markers view Displays front views of all pages with color boundary markers showing the separation of sets and groups in the b...

Page 42: ...OPEX Corporation Images with Markers view Displays all defined images for every page type with color boundary markers showing the separation of sets groups and pages in the batch Page markers are col...

Page 43: ...s 2x2 images are arranged in 2 columns and 2 rows Images with Labels 3x2 images are arranged in 3 columns and 2 rows Images with Labels 4x2 images are arranged in 4 columns and 2 rows Images with Labe...

Page 44: ...44 Operation FalconV User Manual Standard Scanning OPEX Corporation Images Only view Displays all defined images for page types in the batch without labels or boundary markers...

Page 45: ...reen mode where you can enlarge or reduce the image and scroll through and examine all images in a batch one at a time At the Manager level the Preview window can be moved and resized using built in c...

Page 46: ...easure distance from one place to another on the image Use the mouse to click the Ruler button then click and hold the left mouse button on one location while you drag the cursor to the other location...

Page 47: ...he information tabs will display a menu of all available categories based on the current job settings Figure 9 Selecting info window tabs The default location for the Information window is in the lowe...

Page 48: ...information area Batch Hierarchy see page 49 Job Info see page 61 Batch Images see page 49 Indexing see page 61 General see page 50 Sorting Properties see page 61 Item Properties see page 55 Filter P...

Page 49: ...e showing the Set Group relationship in a branched file tree format Clicking on any piece in the list will move the cursor to that piece and display the appropriate metadata Batch Images provides cond...

Page 50: ...ng OPEX Corporation Figure 11 Batch Images viewed horizontally General Information window Displays job information such as the start time and operator name see page 51 for a complete list Click here t...

Page 51: ...Rate Pages hr for the current job OCR Read Successful OCR Reads Items with an OCR area defined for the current execution MICR Read Successful MICR Reads Items with a MICR defined for the current exec...

Page 52: ...re are either two processors or hyper threading the maximum sustainable percentage is 200 Image Processing Estimated average Image Processing Time per item in the current execution Compression Estimat...

Page 53: ...ug in operator entry batch ticket or system Batch parameters in job setup Batch Sequence Number For the selected item 0 for batch tickets then the ordinal number of the item in the batch Set Number Nu...

Page 54: ...Set by operator otherwise today s date Batch RefIDs Shown only if RefID enabled configured in batch parameters ScanLink Vendor Batch ID Shown only if RefID enabled configured in batch parameters Scan...

Page 55: ...er Manual Standard Scanning OPEX Corporation Item Properties window Displays information about the currently selected piece Item Properties is a component of Batch Edit See the CertainScan Batch Edit...

Page 56: ...agetypes configuration for job Page type sub category if available for current page type Document Location Number a unique number assigned to every piece of a batch Length x Height Determined for each...

Page 57: ...t side of the selected item was judged blank Also states what of pixels were filled Back Blank Page Status Indicates whether or not the back side of the selected item was judged blank Also indicates w...

Page 58: ...58 Operation FalconV User Manual Standard Scanning OPEX Corporation Graph window Displays processing performance information such as run time pages per hour and sets per hour...

Page 59: ...r Information window The Printer Information window provides access to printer maintenance features Rejects Information window The Rejects Information window lists all of the possible rejects and show...

Page 60: ...ation tab displays a notification showing that the system is in a throttling state along with information about how many pieces are pending batching Throttling is activated to pause the feeder and con...

Page 61: ...TF rich text format file that you can create using MS Word or WordPad Different font sizes styles colors etc can be used Indexing An indexing widow displays the index fields defined for this piece alo...

Page 62: ...efIDs for a batch are not finalized until the batch is closed batch RefIDs may be changed at any time Page RefIDs however may only be changed by rescanning the item in question See the CertainScan Adv...

Page 63: ...ntering the feeder The conveyor rollers are angled to assist in justifying the items to the side rail as they are dropped Drop the items far enough back so that they will have time to straighten If it...

Page 64: ...e is calculated by a set of LED transmit and receive parts that detect when one sensor is uncovered for a while If the angle is greater than 2 degrees then the system will jam for too skewed If it jam...

Page 65: ...top page from the stack until the last page is fed When the feeder detects a stack of paper the conveyor will stop to allow for the stack to pass through and will continue when the entire stack is fed...

Page 66: ...skewing the item before it reaches the feeder For maximum effect the paper should be unfolded so that it is flat and makes contact with the conveyor rollers and feed rings 8 x 11 sheets can be scanned...

Page 67: ...tem expects to see next For example if the job expects to see a folder to start a set its corresponding page type button will appear in color as shown in Figure 16 Figure 16 Sample page type buttons s...

Page 68: ...must be enabled in the General Page Type Parameters in order for this feature to appear To assign a page sub type 1 While running a job press the appropriate page type button For example if you are sc...

Page 69: ...ar where you can modify the gamma brightness and dropout colors for all or one image Additional toggle buttons may appear on this screen based on the job setup allowing you to switch to an alternate t...

Page 70: ...n the current job or Adjust One to make the adjustments only to the next item scanned Note These buttons have no affect on alternate track speed or alternate DPI mode Alternate Track Speed mode This b...

Page 71: ...00 DPI resolution at 7 ips Once you click the 600 DPI button the machine slows to 7ips automatically and stays at that speed until deselected The button works like a toggle selecting it enables the al...

Page 72: ...ows the operator to feed one at a time items into the machine which had been rejected or the auto feeder is not able to feed See About the Rescan Feeder on page 73 for more details Pre Feed The Falcon...

Page 73: ...e operator activates the Rescan Feeder the jam dialogue will disappear from the screen and the slotted opening in the scan bed cover will become solidly lit blue alerting the operator that the Rescan...

Page 74: ...tton again 5 The slot will no longer be illuminated and feeding will resume at the auto feeder Using the Rescan Feeder when the machine is paused If the operator pauses the machine from the run screen...

Page 75: ...ted and feeding will resume at the auto feeder About the pre feeder mechanism The pre feeder mechanism consists of left and right pre feeder wheels located directly to the right of the feed belt and t...

Page 76: ...ine the Pre Feed LED will flash green at a 0 5 second interval alerting the operator that it may be selected to inject a single or multiple items into the machine If the operator activates the Pre Fee...

Page 77: ...nd Of Batch you can also choose an item thumbnail and delete the selected item and all the items scanned after the item When the Delete button is pressed the Confirm Delete window Figure 19 will appea...

Page 78: ...Cancel button is used to close the Action window without performing any functions If the Allow Void Batch parameter is set to Yes with Marked Image the VOID stamp will appear over the image and the it...

Page 79: ...Operation 79 FalconV User Manual Standard Scanning OPEX Corporation Figure 21 XML Batch Output file example...

Page 80: ...an allows you to exit the job run screen without closing a batch Addi tionally CertainScan lets you open and suspend an unlimited number of batches You can even scan a different batch while leaving ot...

Page 81: ...From here you can select the desired batch and resume scanning Figure 23 Batch Resume window Closing Starting a batch and exiting the job When you have finished scanning items in a batch press Stop to...

Page 82: ...82 Operation FalconV User Manual Standard Scanning OPEX Corporation Figure 24 Ending the job...

Page 83: ...CertainScan Edit software manual for complete information regarding the new application Using Batch Editor to fix incomplete batches If there is a problem with the machine and or CertainScan does not...

Page 84: ...ally the last scanned item and close the batch in order to repair it Figure 26 Repairing invalid batches Once you have deleted an item click the Exit button to close the Batch Editor If the batch was...

Page 85: ...at have been dropped Using IdAssist To trigger IdAssist swipe the item left to right in front of the IdAssist verify and IdAssist 1 sensors see Figure 27 and release The IdAssist verify sensor puts th...

Page 86: ...types that are identical in every way or if there are multiple sets of identical page types In these cases the page types can be set up so that the only way one of the page types will be identified w...

Page 87: ...ough normally Yes No Packet Swipe A stack of items more than one item is required for this function Packet Swipe allows a stack of items to be processed as 1 set or 1 group where all single items in t...

Page 88: ...ht out Multi slot Assist instructions displayed on the info window to the operator while scanning have been improved A graphical image showing the colors and direction to swipe the paper is now displa...

Page 89: ...scanner The prompt on the machine will offer you two options to CONTINUE or to CANCEL The error message is informing you of a paper jam or a sensor error If this is the case check the machine for pap...

Page 90: ...To close the transport door hold onto the latch and gently pull the door closed 4 When the door reaches the closed position rotate the latch clockwise until you hear the lock snap into place Access t...

Page 91: ...Corporation Figure 31 Opening the stacker door 3 To close the stacker door hold onto the latch and gently pull the door closed 4 When the door reaches the closed position rotate the latch clockwise un...

Page 92: ...ide of the bins The bins have been designed to allow access to the smallest of pages Pressing the green release buttons one for each bin will lift the knock down tabs the top fingers which are designe...

Page 93: ...ting the monitor 94 Removing Replacing the printer cartridge 95 Accessing the printers 95 Adjusting the printer carriage position 100 Attaching the bins and stacker fingers 102 Cleaning the system 106...

Page 94: ...te the monitor 1 The monitor must be kept clean to operate properly Use canned air to blow off dust and debris especially along the edges and seams in the encircled areas as highlighted in Figure 32 F...

Page 95: ...hen you remove a cartridge pay close attention to the position and orientation of the cartridge so it can be replaced properly When you install a new printer cartridge first check the expiration date...

Page 96: ...bly Note If you have the optional graphics printer installed see To remove replace the graphics printer on page 97 for directions To remove replace a standard printer cartridge 1 Pull the tab on the r...

Page 97: ...into place 3 Go to Diagnostics Printer and click Replace Ink Cartridge to reset the ink drop count to zero To remove replace the graphics printer 1 Open the stacker door by disengaging the latch hand...

Page 98: ...y 4 Loosen the thumbscrew on the IMTECH Graphics printer assembly shown in Figure 37 Figure 37 Loosen thumbscrew 5 Pivot the printer assembly towards you 6 Push the cartridge release lever out of the...

Page 99: ...e back of the machine Figure 39 Removing Inserting the printer cartridge 8 Insert a new cartridge into the assembly in the direction shown in Figure 39 9 Flip the release lever up to hold the cartridg...

Page 100: ...ems by moving the printer carriage The printer carriage is fixed to a shaft with detents that position the printer so it sprays ink through the holes in the paper guide A thumb screw holds the printer...

Page 101: ...Maintenance 101 FalconV User Manual Standard Scanning OPEX Corporation Loosen thumb screw to move carriage along detent shaft...

Page 102: ...in place Load them into the slots at the bottom of each bin base Keep the end of the stacker finger centered in the slot and push down the bottom of it so the finger s pin can slide underneath the sma...

Page 103: ...easily Here is how to reattach the two components Load the finger assembly into the snap in pivot at an angle The finger assembly has small tabs alongside its axle which should point up Rotate the fin...

Page 104: ...ed properly in order to function To ensure proper alignment wedge an object underneath the button to prevent it from moving and keep the stacker finger held in the raised position when attaching it Wh...

Page 105: ...an angle so the hooks at its top rear slide into the notches in the back of the stacker bin base Rotate the assembly up into place while lightly squeezing the front tabs These will snap into place Sta...

Page 106: ...rt buildup can degrade the perfor mance resulting in problems such as skewing double feeds item hesitation and damage The conveyor stacker assembly feed assembly feed belts idler pulleys pre feed tire...

Page 107: ...t the beginning or end of each shift or as needed If you see lines appearing on the image previewed on the screen then it is likely there is a speck toner white out paper glue etc attached to the glas...

Page 108: ...s if the line appears on the front side of the image The contact image sensors are located underneath the transport door Apply Windex the recommended glass cleaner to a lint free rag and wipe the imag...

Page 109: ...e retard pad underneath Also clean the feed rollers that lead up to the feeder CAUTION CAUTION Be careful when working with cleaners A cleaner soaked cloth or similar material should never be used to...

Page 110: ...110 Maintenance FalconV User Manual Standard Scanning OPEX Corporation...

Page 111: ...r Manual Standard Scanning Statistics FalconV Statistics 112 Creating statistic reports 112 General Information statistics 116 Overall System Performance Measures statistics 117 Performance Details st...

Page 112: ...stics reports to evaluate the efficiency of jobs you have run The FalconV can generate Individual Reports Provide information on each job run When you select the criteria for generating individual rep...

Page 113: ...be included in the All Jobs category Operators select the operator s and or the shift for which you want to run a statistics report You can select several individual operators for a single report howe...

Page 114: ...tatistics report for every job run that matches the selected criteria Jobs to generate a statistics report sorted by job name s Operators to generate a statistics report sorted by Operator name s Chec...

Page 115: ...t of your report s If unneeded the arrows are disabled grey Printer button click to open the printer dialogue window where you can select a printer if one is connected to print your report Export butt...

Page 116: ...in the specified time window started End Time Time the last job in the specified time window stopped Run Type Type of run determined by setting the Default Batch Type Batch parameter Can be Singles M...

Page 117: ...formula for the Jam Rate is Rejects Number of pieces rejected Feed Rate Number of pieces per hour the FalconV is currently feeding The formula for the Feed Rate is Output Rate Number of pieces per hou...

Page 118: ...by the FalconV The formula for the Reference Output Rate is Reference Jam Clear Time Estimated time it takes to clear a jam This number is fixed at 20 seconds Table 8 Overall System Performance Measu...

Page 119: ...halted due to a jam Active Job Time is broken down by Run Time Jam Time Run Time Total run processing time Jam Time Total time the FalconV was halted for a jam Idle Time Time the Operator was in the R...

Page 120: ...d Results when a piece is identified as something other than a stub when the system is expecting a stub Check Expected Results when a piece is identified as something other than a check when the syste...

Page 121: ...rack speed Could Not Detect Document Edges Results when image processing is unable to detect the edges of an item that has been scanned No Page Sub Type Selected Results when a piece is identified as...

Page 122: ...nd that required item is already present within the batch Structured batches only New Transaction Required Results when a new transaction must be started in order to add this item to the batch Structu...

Page 123: ...cker entry sensor that the software was not expecting This is usually caused by a piece that was intended to go to the stacker bypass bin but did not make the correct decision in time A gate that did...

Page 124: ...ller is expecting piece information from the host and does not receive it within the expected time window This is frequently caused by pushing the system to its limits or by something causing the syst...

Page 125: ...Blocked The Skew 4 Sensor is blocked Post Feed MFD Trail Sensor Blocked The Post Feed MFD Trail Sensor is blocked Stepper Stall Detected A Stepper Motor has stalled Pre Crush Roller Sensor Blocked Th...

Page 126: ...igurable amount of time has allowed The id assist sensor jammed time 5000 machine parameter configures this timeout The default is 5000 milliseconds or 5 seconds Servo Fuse 1 Fault Detected This event...

Page 127: ...nning the controller will issue the IO Link Down Detected jam and CertainScan will present a stoppage dialog screen with the text of Link Down Check Cable and Power The Machine Parameter Module Disabl...

Page 128: ...en FalconV believes the TMD needs servicing The need for servicing is determined when the automatic setting of the TMD DAC has been found to differ three or more times over the last two weeks The caus...

Page 129: ...blocked by something when the system is attempting to start up Lower Skew Detect Sensor Blocked Results when the lower skew detect sensor is blocked by something when the system is attempting to star...

Page 130: ...mpting to start up Transport Door Open Results when the transport door is detected to be open during a run or when the system is attempting to start up ScanLink Plug in Requested a Stoppage Results wh...