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Corporation All rights reserved. This document is provided by OPEX for use by their customers, 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-...
- Added “Reduced TMD accuracy has been detected” jam 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. 5077010 Falcon User Manual - Remittance Processing - OPEX Corporation...
About this Manual The purpose of this manual is to instruct operators of the Falcon in how to use the scanner to perform tasks. This manual was written for remittance processing. If you use the Falcon for standard scanning, please refer to the “Falcon User Manual - Standard Scanning”...
Regardless of your document scanning needs, Falcon is designed to attack the most difficult and daunting workflow challenges. Features of the Falcon include: •...
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Key Assist™ Optional Features Reference ID MICR OPEX-provided generic mount for external capture device Multi-page type IDAssist *VRS is a registered trademark of Kofax, Inc. Available Models Falcon, FalconRED, and Falcon Transportable Falcon User Manual - Remittance Processing - OPEX Corporation...
How the Falcon works The Falcon scanner is controlled by a single, Windows 7 driven PC. The operator interacts with the system via the CertainScan software and simply drops items onto the conveyor. The system scans the items based on the current job parameters.
Jobs A job is a collection of parameters the Falcon uses for scanning items. The jobs you set up allow you to process items in a similar manner from run to run. The scanner captures images of items and stores the information it collects in batches, which consist of one or more transactions.
Overview This chapter provides safety precautions, user interface information, and basic procedures on how to run the machine to process items with the Falcon. Note: This manual describes operation of the Falcon scanner. If you have a FalconRED™ (Model 72 Rapid Extraction Desk installed), refer to the Model 72 Operator Guide before proceeding with this manual.
Falcon. Follow the directions for using and adjusting your chair and scanner. Using improper procedure can result in a potentially serious injury. The Falcon scanner has been designed for safe operation by over 95% of the user population. Operation by individuals with limited reach capability or who cannot follow the suggestions listed should be avoided or limited in duration.
Refer to Figure 2 on page 20. Main power switch The main power switch is located on the left cover, as shown in Figure 2. This is the main “on/off” switch for the Falcon system. UPS (Uninterrupted Power Supply) The APC UPS supplies battery power to the PC and monitor to allow a controlled shutdown of the Windows operating system.
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Code 39 barcodes. Up to five different graphics can be sprayed. Sort bins Scanned items are sorted into one of four output bins (two fully sortable bins, one bypass bin, one reject bin). Falcon User Manual - Remittance Processing - OPEX Corporation...
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Rack system with bin trays Printer Integrated Workstation Conveyor/Feeder CertainScan PC In-line recognition: MICR, OCR, BCR, OMR, Thickness Detect 1 Programmable straight-path sort bin Main Power Switch Figure 2: Main Controls and components Falcon User Manual - Remittance Processing - OPEX Corporation...
3 Log in to Windows with your Windows/network user name and password. If your Falcon is not connected to a network, you may not have to log in to Windows first. Proceed to step 4. Once the computer has finished booting Windows, it will launch the Falcon CertainScan application.
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Select user account icon Enter password Press OK Figure 3: Login Screen 5 Enter your password using the on-screen or computer keyboard. 6 Press OK. Falcon User Manual - Remittance Processing - OPEX Corporation...
The CertainScan interface consists of: Title bar Displays the name of the current operator and other pertinent infor- mation. Click the Falcon icon in the title bar to access the Windows functions (Restore, Move, Size, Minimize, Maximize, Close), as well as the following menus: - The diagnostics menu is reserved for Opex technicians.
1 Select Main in the menu bar. 2 Click the icon for the job you want to run. Figure 5: Main Screen Note: The jobs you see may be different than those shown in Figure 5. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Depending on how the job is set up, the Batch Information screen may appear. Use the Batch Information screen to select a “received” date, a “processed” date, and the type of batch you want to run. Figure 6: Batch Information screen Falcon User Manual - Remittance Processing - OPEX Corporation...
The Run screen will appear after you select a job. This is the main screen you will use for scanning items. Thumbnails View tabs Scroll thumbnails View images Preview window Rotate image Run buttons buttons Page types Information window Figure 7: Run Screen Falcon User Manual - Remittance Processing - OPEX Corporation...
(Rescan, New Batch, Void) are enabled. Press the Camera button to insert up to two images from an external camera into the batch. Pause the machine. Once pressed, the Resume button appears. Falcon User Manual - Remittance Processing - OPEX Corporation...
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This is configured in the page type. Processing Underway Snippet image is not yet available. Most likely, it is still Should not appear being processed for the scan. Falcon User Manual - Remittance Processing - OPEX Corporation...
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An attempt will be made when the system Should not appear is not busy. The host software is probably in the middle of scanning or finishing up writing the last scanned items to disk. Falcon User Manual - Remittance Processing - OPEX Corporation...
The transaction view groups thumbnails by transaction. 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. Falcon User Manual - Remittance Processing - OPEX Corporation...
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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 fifth piece. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Bin view In bin view, each row represents a bin number. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Group view The Group view, similar to the Transaction view, also displays each of the group separators (or markers). Falcon User Manual - Remittance Processing - OPEX Corporation...
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The transaction dual view shows 2 thumbnails for each piece, grouped by transaction. The first row will show one image; the following row will show the secondary image. Image 1 (front) Image 2 (back) Transaction 1 Transaction 2 Falcon User Manual - Remittance Processing - OPEX Corporation...
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The sequence dual view shows 2 images for each piece, grouped in the order they were scanned. Image 1 (front) Image 2 (back) Each piece is displayed on two rows, one for each image. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Page Type Parameters. If no secondary thumbnail is selected, only the first thumbnail is displayed and the region where the second thumbnail would appear is left blank. In the following example, both front and back images of a check are displayed. Falcon User Manual - Remittance Processing - OPEX Corporation...
The Throttle tab displays throttling status notifications that occur during a run. Note: Touch or click in the Information window to bring up the detailed view. In the detailed view, only the info set to YES will appear in the information area. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Number of pieces processed for the current job. Output Number of pieces placed in a batch for the current job. Rejects Number of rejects for the current job. Feed Rate Pages/hr for the current job. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Estimated average Image Processing Time, per item, in the Processing current execution. Estimated Compression time, per item, in the current Compression execution. Network Estimated average network write time, per item, in the current Bandwidth execution. Falcon User Manual - Remittance Processing - OPEX Corporation...
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For the selected item. Ordinal number of selected item Number within its group. For the selected item. Ordinal number with regard to Scan Sequence scanning. Rescans will change this number for a given Number item. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Shown only if RefID enabled configured in batch Batch ID parameters Data File Path As per job's batch parameters. Image File Path As per job's batch parameters. Snippet File Path As per job's batch parameters. Falcon User Manual - Remittance Processing - OPEX Corporation...
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OCR and MICR details. OCR Read 1 - 5 Results of OCR regions 1-5, as per pagetype configuration Magnetic MICR Results of MICR region, as per pagetype configuration Read Falcon User Manual - Remittance Processing - OPEX Corporation...
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Job. Always visible in Batch Editor. Processing Time Percentage of allowable time used for this piece. Allowable Used time is a function of track speed. Unique Piece ID Ordinal number per execution. Used mainly for diagnosis. Falcon User Manual - Remittance Processing - OPEX Corporation...
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The Printer Information window provides access to printer maintenance features. The Rejects Information window lists all of the possible rejects and shows numerically how many of each reject has occurred. Falcon User Manual - Remittance Processing - OPEX Corporation...
While running, if the system goes into a throttling state, the host displays a noti- fication within the Throttle tab, showing that the system is throttling, along with information about how many pieces are pending batching (see Figure 9). Falcon User Manual - Remittance Processing - OPEX Corporation...
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Figure 9: The system in a throttling state - detail of the runscreen Falcon User Manual - Remittance Processing - OPEX Corporation...
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WholesaleWorks 1 This panel is controlled by the ScanLink plug-in for the running job. This panel is visible if the plug-in requests it. This panel is also labeled by the plug-in. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Image Viewer window. Use arrow buttons to scroll through the batch. Select image of page type you want to view. Figure 10: Preview Window/Image Viewer window Falcon User Manual - Remittance Processing - OPEX Corporation...
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Close the Preview window. Use the Previous/Next arrow buttons to scroll through the batch. Use the Full Front/Full Back (or Partial Front/Partial Back) buttons to view images associated with the page type. Falcon User Manual - Remittance Processing - OPEX Corporation...
- In these 4 examples, the items are dropped too close to the feeder to be justified. RIGHT - Items should be as aligned as possible as they enter the feeder. Falcon User Manual - Remittance Processing - OPEX Corporation...
After you have selected a job, you are ready to scan items. 1 Press Go on the Run screen. 2 Place the first item onto the conveyor as shown in Figure 12. Drop items here Figure 12: Ideal drop area Falcon User Manual - Remittance Processing - OPEX Corporation...
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The items do not have to be perfectly aligned as long as the lead sheet is the top sheet. Review these techniques with your Falcon Administrator or your OPEX Technician or Sales Engineer.
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• To scan two or more items, such as a page with a sticky note attached, first press the MFD Override button. This will disable the scanner’s ultrasonic multifeed detector and allow the “2-page” piece into the system. Falcon User Manual - Remittance Processing - OPEX Corporation...
Page type locking Depending on the job setup, you may also have the ability to apply a page type to several items. With page type locking enabled, you can press the page type Falcon User Manual - Remittance Processing - OPEX Corporation...
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1 While running a job, press the appropriate page type button. For example, if you are scanning a business check into the system, press the Check page type button. 2 Select from the available page sub-types. Falcon User Manual - Remittance Processing - OPEX Corporation...
Select Adjust All to apply these changes to all the items in the Adjust All/ current job, or Adjust One to make the adjustments only to the Adjust One next item scanned. Defaults Return to the default capture parameters. Falcon User Manual - Remittance Processing - OPEX Corporation...
Rescan Feeder” on page 58 for more details. Pre-Feed - The Falcon has another entry point at which the operator can interject rejected sheets: this entry point is in the Pre-Feeder mechanism and is primarily designed for multiple rejects to be stacked; alleviating the need to insert them one at a time.
2 Wait for the jam dialog to disappear and the slot to become solidly lit. 3 Inject the item(s) one at a time into the slot. Falcon User Manual - Remittance Processing - OPEX Corporation...
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To use the Rescan Feeder without Multi-Feed detection during the paused state: 1 When the Rescan Feeder slot is flashing, press the Rescan Feeder button. Falcon User Manual - Remittance Processing - OPEX Corporation...
Pre-Feeder, the LED will be solidly lit green and the Pre-Feeder arms will raise to allow the item(s) to be placed under them. Selecting the Pre-Feeder again will cause the Pre-Feeder LED to shut off, the Falcon User Manual - Remittance Processing - OPEX Corporation...
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3 Place all sheets to be fed under the pre-feeder arms. 4 Press the Pre-Feed MFD Override button or press the resume button. The Pre-Feed LED will no longer be illuminated, and feeding should resume at the auto-feeder. Falcon User Manual - Remittance Processing - OPEX Corporation...
• Scan a batch ticket (if the New Batch Mode Job parameter is set to Auto). Note: The New Batch button will only be available if activated in the batch parameters. Falcon User Manual - Remittance Processing - OPEX Corporation...
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(from a box or lot number, for example). Note: File names cannot contain the following characters: " / \ [ ] : ; | = , + * ? < > Falcon User Manual - Remittance Processing - OPEX Corporation...
2 For very large batches that cannot be completed in one shift, the operator can suspend a batch and then resume it later. With the multiple-batch feature enabled, you will be presented with the Suspend Batch option upon exiting the Run screen. Falcon User Manual - Remittance Processing - OPEX Corporation...
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You can view a list of suspended batches by clicking the Batch Resume button from the Main Menu. From here you can select the desired batch and resume scanning. Clicking Batch Resume shows a list of any suspended batches. Falcon User Manual - Remittance Processing - OPEX Corporation...
If this is the case, you will be notified that a temporary batch file exists when restarting CertainScan. Consult your Falcon Administrator if you receive this error message. Falcon User Manual - Remittance Processing - OPEX Corporation...
When a job is run that uses ID Assist, the IDAssist indicator LED will be solidly lit. When ID Assist is triggered, the indicator light will blink, indicating that ID Assist was activated. Once the item is processed, IDAssist will be disabled. Falcon User Manual - Remittance Processing - OPEX Corporation...
Note: When using the “Page Sub-Type Selection” IDAssist function, you must select the sub-type before the item enters the scanner. If a page sub-type Falcon User Manual - Remittance Processing - OPEX Corporation...
• Slide the item from right to left in the slot • Insert the item straight in and pull straight out If you are using this optional feature, your Administrator should provide you with information on its assigned functionality per job. Falcon User Manual - Remittance Processing - OPEX Corporation...
Note: In addition to specific KeyAssist capabilities, you can often use the Enter and Esc keys to accept and cancel dialog boxes. This capability is standard to Windows apps, and is available whether or not KeyAssist has been activated. Falcon User Manual - Remittance Processing - OPEX Corporation...
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(and page sub-types 1-8, when the sub-type dialog is displayed) Solicit Custom Data ScanLink Call selects a new transaction starts/stops the track no action Toggle popup of “Tab 0” Toggle popup of “Tab 1” Falcon User Manual - Remittance Processing - OPEX Corporation...
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1 through 12 1 - 9 when the sub-type dialog is displayed, selects page sub-types 1-9 selects a new transaction selects a new group Solicit Custom Data ScanLink Call Falcon User Manual - Remittance Processing - OPEX Corporation...
Continue, then you need to open the cover(s) and remove the paper(s). Access the scanner area: 1 Turn the latch counterclockwise to release the clamshell. The clamshell will swing to the open position. Clamshell latch Falcon User Manual - Remittance Processing - OPEX Corporation...
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NOTICE: Slamming the clamshell down can damage the image sensors. 4 When the cover reaches the closed position, rotate the latch clockwise until you hear the lock snap into place. Falcon User Manual - Remittance Processing - OPEX Corporation...
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3 To close the transport cover, hold onto the latch and gently pull the cover closed. 4 When the cover reaches the closed position, rotate the latch clockwise until you hear the lock snap into place. Falcon User Manual - Remittance Processing - OPEX Corporation...
Touchscreen Monitor Calibrating the monitor The Falcon uses an HP Touch Screen Monitor (Opex # 2887800). This LED backlit touchscreen 21.5 inch monitor features a 3-sensor optical touchscreen, and is calibrated for its touch sensitivity before it leaves Opex. However, you may need to recalibrate, especially if it is in use for an extended period of time.
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Figure 22: Select the display 5 Click the Calibrate … button and follow the on-screen instructions. Falcon User Manual - Remittance Processing - OPEX Corporation...
When you install a new printer cartridge, first check the expiration date of the new cartridge you plan to use. The Falcon printer cartridges (in sealed containers) have a shelf life of two years from the date of manufacture.
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2 Insert the new cartridge by tipping the front end of the cartridge in first, and then pushing in the rear of the cartridge until it “clicks” into place. Falcon User Manual - Remittance Processing - OPEX Corporation...
To adjust the carriage position, loosen the thumb screw, slide the carriage to a new detented position on the shaft, and then retighten the thumb screw. Loosen thumb screw to move carriage along detent shaft Falcon User Manual - Remittance Processing - OPEX Corporation...
Keep end aligned to slot Note: On production machines, the stacker fingers are black. The white stacker finger shown above was used to provide better contrast in the photo. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Attaching the upper stacker fingers properly requires accurate positioning between the finger’s lever and the finger release button’s levers. To simplify the process, wedge an object underneath the release button so it cannot move Falcon User Manual - Remittance Processing - OPEX Corporation...
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(Shelf disconnected Hook stacker finger from machine) base into back of shelf Rotate the front of the stacker finger’s body up and gently squeeze the rounded Falcon User Manual - Remittance Processing - OPEX Corporation...
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• Top: Side justifiers on top and bottom • Middle: Side justifiers on bottom only • Bottom: No side justifiers Top: Justifiers on top & bottom Middle: Justifiers on bottom only Bottom: No justifiers Falcon User Manual - Remittance Processing - OPEX Corporation...
Cleaning the system When properly maintained, the Falcon will continue to operate efficiently and smoothly. However, over time, dust and dirt 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, retard pad) and the CIS (contact image sensor) require regular cleaning.
Windex (the recommended glass cleaner) to a lint-free rag and wipe the imager glass top (front camera) and bottom (back camera). The top camera is on the underside of the cover directly above the bottom camera. Falcon User Manual - Remittance Processing - OPEX Corporation...
Lift the tab on the feed assembly to clean the retard pad underneath. Also clean the feed rollers that lead up to the feeder. Feed assembly tab Retard pad Falcon User Manual - Remittance Processing - OPEX Corporation...
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Statistics Falcon Statistics ......92 Creating statistic reports ..... . . 92 General Information statistics .
• Summary Reports - Provide information on a job range defined in the Statistics Reports Criteria window. These two types of reports both have the following sections: • General Information • Overall System Performance Measures • Performance Details Falcon User Manual - Remittance Processing - OPEX Corporation...
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- Time - set the start and end time for the report. In Figure 24, these parameters were set to include the 3rd shift (12:00 AM-8:00 AM) and the first shift (8:00 AM to 4:00 PM). - Job/Operator Lists - select one of the radio buttons: Falcon User Manual - Remittance Processing - OPEX Corporation...
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- Jobs - to generate a statistics report sorted by job name(s) - Operators - to generate a statistics report sorted by Operator name(s) - Check the box to exclude jobs run by the OPEX Technician in your report. 4 Click the Test Matching Runs button to see how many jobs have been run that match the criteria selected above.
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System Setup > System > Statistics Settings > Statistics Report Export Filename parameter. - Exit button (red stop sign) - click to close the Statistics Report window. Falcon User Manual - Remittance Processing - OPEX Corporation...
(Summary Report only) Lists the number of jobs included in Jobs Included the report. (Summary Report only) Lists the number of jobs that ended Jobs Ended in the specified time window. Falcon User Manual - Remittance Processing - OPEX Corporation...
Jam Clear Time Jam Clear Jam Time (seconds) Time (seconds) = Jams Number of pieces fed into the Falcon per hour. The formula for the Reference Feed Rate is: Reference Reference Feed Rate = Feed Rate Input * 6600 Run Time (seconds) + (Jams * Ref. Jam Clear Time (seconds))
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Table 8: Overall System Performance Measures terms (continued) Term Definition Number of pieces processed by the Falcon. The formula for the Reference Output Rate is: Reference Reference Output Rate = Output Rate Output * 6600 Run Time (seconds) + (Jams * Ref. Jam Clear Time (seconds)) Reference Jam Estimated time it takes to clear a jam.
(60 seconds) plus 49 seconds, or 109 seconds. Table 9: Performance Details terms Term Definition Time the Falcon was either actively running or was halted due to a jam. Active Job Time is broken down by: Active Job • Run Time Time •...
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Results when the maximum transactions, pieces, stubs, or Batch Limit checks as defined in the batch parameters has been Detected reached. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Detected a Results when the software has detected a duplicate batch Duplicate either via the used batch list or by finding batches in the Batch batch directories with the same batch number. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Rejects maximum consecutive reject count. Results when the controller receives invalid Software Problem information from the host or there is an assert or Detected exception within the controller. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Null Below Minimum parameters. Results when the thickness sensor is greater Piece Thickness Sensor than the maximum null defined in the machine Null Above Maximum parameters. Falcon User Manual - Remittance Processing - OPEX Corporation...
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The Multifeed Sensor indicates that two pieces Double Detected are being fed together. MFD Skew Angle The MFD Skew Angle Exceeded Sensor is Exceeded Sensor blocked. Blocked Falcon User Manual - Remittance Processing - OPEX Corporation...
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This event can occur during a job activation of Roller Bed Motor Fault the roller bed motor and a stall, over-current, Detected under-current, thermal warning or thermal shutdown is detected by the stepper controller. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Detected operating. This event can occur during a run when the fan Feeder Fan Fault for the feeder motor is not detected as Detected operating. Falcon User Manual - Remittance Processing - OPEX Corporation...
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0 (the default), this event will be detected and jam if necessary as described above. If disable io link detection is set to 1, this event is not detected. Falcon User Manual - Remittance Processing - OPEX Corporation...
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TMD_DAC_Settings_Log.dat file. It is recommended that you delete the log file from the C:\OPEX directory to avoid seeing this error message (at least) once more after the TMD has been serviced. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Blocked attempting to start up. Results when the bin 2 gate sensor is blocked Bin 2 Gate Sensor by something when the system is attempting to Blocked start up. Falcon User Manual - Remittance Processing - OPEX Corporation...
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ScanLink Plug-in Results when the ScanLink Plug-in has Requested a Stoppage requested a stoppage. Results when a piece is detected to be too Too Skewed skewed to pass through the system safely. Falcon User Manual - Remittance Processing - OPEX Corporation...
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Glossary Falcon User Manual - Remittance Processing...
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CertainScan software. A profile of parameter settings you use for processing items. When you run items through the Falcon, you must specify which job to run. Jobs allow you to process pieces in a similar manner from run to run.
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MICR, etc.) that a piece must meet to be classified as a certain type of item. Each job includes one or more page types. Piece Any single sheet of paper processed by the Falcon. Print Field Items that make up an audit trail.
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20 KHz to 500 KHz that can be used in a variety of applications. In the Falcon, ultrasonics is used for multifeed detection. (Universal Serial Bus) An external bus standard that supports data trans- fer. User The person running the machine. Falcon User Manual - Remittance Processing - OPEX Corporation...
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