Description

Project Copy tracking allows users to select and assign target project for every copy made in order to track per-project costs. Project codes are provided in the hierarchical structure that can represent different business models (e.g. List of the customers and their individual projects).

• see Configuring Project Copy Tracking for configuration and deployment information.

• see Billing Code Import CSV Format Specification for import/export overview.

User Stories

1. ProjectCopyTrack - As a User I want to authenticate for copy and select project / billing code for the produced output so that I can exactly track costs related with various projects I'm working on.

Requirements

• User shall select project code prior copy [see table below] from multi-tiered, hierarchical list (i.e. user first limits the selection, then selects code). This selection shall be Mandatory, if the project billing feature is enabled on the device by the administrator.

• User shall be able to skip Project selection if he/she has assigned the Default Billing code

• Project code selection shall be completely skipped for users with only one assigned billing code

• User shall be able to search for billing code using sub-string search; result of this search shall be list of matching billing codes with complete path

Caveats

• Available for networked copiers/mfps connected via SafeQ server only!

• SafeQ 3.1/3.6: List of available project codes for new user is synchronized to ORS servers on next regular synchronization - which means that user may not see project list on first access. (user session is rejected with error message and user must authenticate again)

• Maximum project within ONE level of project codes is 1000.

• SafeQ 3.1/3.6: Terminal Professional cannot handle (i.e. the authentication can take minutes) situations, where there are hundreds or thousands project codes available for a user.

• Multilevel (tiered) project billing selection is not available for SafeQ versions 3.x

• User without assigned billing codes is able to copy/scan without limitation.

• Supported SafeQ versions : 3.1/3.6/4.0

Known technology limitations

• Billing codes cannot be enabled / disabled per devices, this feature can be enabled / disabled only for whole SafeQ system.

• On Konica Minolta and Sharp terminal embedded native application it is impossible to change selected billing code (The user has to logout and login again to change selected billing code).

• For list search results on KM C35 you must confirm input dialog after search term direct input. After that you can return in to the input dialog and press 'List results' button to see searched billing codes.

• On Sharp devices default billing code is marked with an asterisk.

• It is not possible to force user to select billing code immediately after login on Xerox and FujiXerox devices.

• When billing code selection is not successful on KM then error message is displayed and user is logged out. Due to technology limitation we are not able to implement different behavior after the error message confirmation.

• On FujiXerox devices Billing codes are not fully supported

Dependencies / Non Functional Requirements

• Behavior and project definition related to the Project Print Tracking feature;

• YSoft SafeQ Server must be installed and available within LAN proximity

• Identity management must be established

• MFP must be equipped with terminal with graphical user interface and properly configured authentication (panel blocking)

• Default billing code is also suitable with Terminal UltraLight (terminal without graphical user interface)

Terminal Project Tracking Features Matrix