CFM S4 Cloud iQ Guide THE FUTURE OF CASH AUTOMATION

What is Cloud iQ? Cloud iQ creates easy-to-understand reports that give you real insight into your cash device fleet. It allows us to help you answer questions such as: Is the right technology in place? Is it being used effectively ? Do I need to buy another device? Well, Cloud iQ tracks the usage of each device by day, by side, and denomination. It tells you what your machine is doing and how it’s doing it. It allows you to see real-time data on underutilized machines and lets you plan according. How do I reduce maintenance expenses? Cloud iQ provides you with real-time service monitoring, preventative maintenance schedules, and proactive services requests. The best part—it can send service requests directly to your service provider without you lifting a finger.

Log in to Cloud iQ The URL to access Cloud iQ is below: Enter your login credentials. These will be provided by CFM.

Dashboard – Landing Page This is the Dashboard view. This displays charts for: Uptime Operations

Dashboard – Landing Page The Dashboard view can be adjusted to display the following: Enterprise View – display data for the entire organization. Region View – display data for a specific region. Branch View – display data for a specific branch Click the appropriate link to select.

Dashboard – Landing Page The Dashboard view can be filtered by a date or date range. Select the date range, or click the range links below to select 1 week, 1 month, 3 months, etc.

Dashboard – Landing Page Note: Views can be toggled off / on by clicking the red or green boxes next to the titles.

Dashboard – Uptime Report The Uptime Report displays device uptime and downtime. Green is Device Uptime. Red is Device Downtime.

Dashboard – Uptime Report To view Device Downtime, click on the red ‘ Device Downtime ’ section of the chart.

Dashboard – Uptime Report This will display the Downtime Report details. This displays: Device – device impacted. Branch – branch where the device resides. Downtime Percentage – percent of time this device has been unusable.

Dashboard – Uptime Report Clicking the hyperlink under ‘ Downtime Percentage ’ will display details of errors for each device. This displays: Downtime – how long the device was unusable. Occurrences – how many times the error occurred. Error Description – description of the error.

Dashboard – Uptime Report Clicking the hyperlink under ‘ Error Description ’ will display the exact error an operator was presented during error handling.

Dashboard – Operations Report The ‘ Operations Report ’ displays details about device usage. Click the green section to view device usage.

Dashboard – Operations Report The ‘ Devices in Use ’ page displays details for individual devices. Operational tip: left / right side usage should be close to 50%. If they are not, this may be an indication that a device is being under- utilized.

Dashboard – Operations Report Example: In the example here, we can see that 2 devices at a single location have 100% usage for a single side. Device 498-Thornydale has 100% left-side use, while 494- Thornydale has 100% right- side usage. Perhaps one of these devices can be re-allocated?

Dashboard – Operations Report The ‘ Operations Report ’ displays details about device usage. Click the red section to view devices not used.

Dashboard – Operations Report The ‘ Devices Not in Use ’ page displays devices with no activity. Operational tip: if a device is not being used, you may consider re-allocating the device.

Reports - Transaction Click ‘ Reports ’ at the top of the page to access a variety of reports. This page defaults to the ‘ Transactions ’ tab.

Reports - Transaction Much like the Dashboard view, the Reports page can be filtered by View and Date. Note: click Update to see your new selections.

Reports - Transaction View Type can be modified to display the following: Amount Deposited Amount Dispensed Net Amount (default view) Note: don’t forget to click ‘ Update ’ after changing selections!

Reports - Transaction Device Options can be toggled to exclude certain device types. Note: Exclude Loads / Empties removes any load / empty functions from the report. This can give you a true view of over-the-counter cash in and out.

Reports - Transaction Reports can be exported to Excel, or you can create a custom report. See ‘ Custom Report ’ section for more details.

Reports - Transaction Tip: You can toggle branches on / off by clicking the small box next to their name.

Reports - Transaction Hovering over the graph will display the amount and date. Note: data displayed varies by ‘ View Type ’ above.

Reports - Transaction Clicking the amount on the graph will display details for the location, by device. Clicking Amount Dispensed, Amount Deposited, or Net Amount will display additional details for these records.

Reports - Transaction Tip: you can quickly modify the date range by clicking on the graph, and dragging to select the desired range.

Reports - Inventory Under ‘ Reports ’, click on the ‘ Inventory ’ tab to view the Inventory report. This report displays end-of- day inventory totals.

Reports - Inventory Clicking the amount in the chart will display inventory details for the selected location.

Reports - Inventory Clicking the inventory amount will display a breakdown of inventory by denomination for each device.

Reports - Errors Under ‘ Reports ’, click on the ‘ Errors ’ tab to view the Errors report. This report displays cash device errors and number of occurrences.

Reports - Errors Clicking the number of errors will display error details for each location.

Reports - Errors Clicking the error will display the error message presented to the operator at the time of the occurrence.

Reports – Custom Reports To generate a custom report, click the ‘ Custom Report ’ button.

Reports – Custom Reports You can easily change what is displayed in this report by dragging and dropping values into the ‘ Rows ’ or ‘ Columns ’ field. Note: values vary based on type of custom report ( Transactions, Inventory, Errors ).

Reports – Custom Reports In this example, I have moved ‘ Date ’ from the ‘ Columns ’ section to the ‘ Rows ’ section, changing how the data is displayed.

Reports – Custom Reports Use the + button next to an entry to expand the data displayed.

Service Records Click ‘ Service Records ’ to display maintenance details for your organization.

Service Records Orange represents devices in need of a PM. Green indicates no service is required. Red indicates devices that need service.

Service Records Clicking appropriate sections of the pie chart will display additional details.

Service Records Clicking appropriate sections of the pie chart will display additional details.

Service Records Use the Search Criteria section to search for existing Service Records. Select your search criteria, and click ‘ Search.’

Service Records Use the Create New button to add a new service record.

Service Records Fill in the details of the service record. Note: be sure to add comments so you know exactly what services were performed! Click ‘ Save ’.

Service Records The pre-defined triggers are customizable – click on Rule Table to review the trigger rules.

Service Records Rules will be displayed. You can modify these or create your own. To edit an existing rule, click on the Name. To create a customer Rule, click the ‘ Create New ’ button.

Service Records After clicking ‘ Create New ’, you will be prompted to enter the details of the new Rule.

Service Records First, assign your Rule a ‘ Name ’. This can be anything you like. Next, select an ‘ Applied To ’ option: Device – apply rule to a specific device. Device Model – apply rule to all devices of a certain model.

Service Records Chose a ‘ Type ’. Valid Type options are: PM Proactive Service

Service Records Select the Region and Branch this Rule will apply to, or leave at ‘ All ’ for all locations.

Service Records Device or Device Model will change dynamically, based on your selection in ‘ Applied To ’. Select your Device or Device Model.

Service Records Enter the ‘ Limit ’, or count of triggering factor, for this Rule. Options available change dynamically, based on your selection in ‘ Type ’.

Service Records For ‘ PM ’ options, select the trigger and click ‘ Save.’

Service Records For ‘ Proactive Service ’ options, you will be presented with error selection options. First, enter a value in ‘ Within ’, and select a period from the dropdown.

Service Records The ‘ Custom ’ option allows you to manually select individual errors to track. Select an error from the Available list. Click the arrows to add or remove from ‘ Selected ’.

Service Records Selecting Warnings, Recoverable, or Fatal will automatically select all appropriate level error codes. When complete, click ‘ Save ’ to save your new rule.

Service Records Enter the notification information. Different notifications can be created by location, device, or device model. Name and are the name and address of the person / organization to be notified.

CFM Support If you have additional questions, or would like a demo of the Cloud iQ product, please contact CFM Support. Office hours – Monday through Friday, 6:00 am – 6:00 pm Phone – –