Set Up and Use Web Meter Reads

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1. Configure Jim2 Options

On the ribbon, go to Tools > Options > Contract > Managed Print Services, and enter the web address for the meter reads (this is set up via eBusiness Service). Tick Auto BCC Page Requests to receive them via an email address as well.

 

pagecounturl

 

Set up web user security to allow access to the web page.

 

web user

 

Set up an administrator to have Jef Administration access, and/or enable a user for a web account.

 

enable account

 

2.Set up Jef for Page Counts (Meter Reads)

Info

In the installation, there is a sample site which already has a photocopier website set up. it is recommended to use/modify this to set up rather than perform manual configuration.

 

Log on to the website as an administrator. Go to Site Admin > Manage > Pages, go to the Meter Reads page, then click Edit on the right hand side. Tick Anonymous, then select the template eBusiness No Logon.

 

emeter reads no logon

 

Publish the pages to ensure this change is live on the website.

 

publish pages2

 

3. Set up Individual Customer CardFile for Welcome Email

On the Contacts tab of the customer cardfile for the person who will be entering the meter reads (Request By on contract see here for more information), enter details as shown here:

 

email password1

 

4. Send the Welcome Email from the Customer Card File

Info

The SMTP Email Server must be set up in Jim2 Options. Do not send the email until the Jef installation has been completed/confirmed.

 

The Welcome email provides username and password to log on to the portal to submit reads.

 

The next step is to set up the password email template via Email > Email Templates on the ribbon..

 

Use the %WebLogon@ and %Password% macros within the email body.

 

email password template

 

On the ribbon go to Email > Email Editor Rules and create a rule as below:

 

password rule

 

To send the email, go to the customer cardfile Contacts tab (as above) and click Email Password. This will send the Welcome email template based on the rule above.

 

email password2

 

3. Set up Page Request Email Templates

Email Templates need to be set up using macros for page requests.

 

meter read template

 

The following shows how to add a hyperlink to the web portal:

 

add web address

 

web email

 

5. Set up Contracts for Request by Web Email

a.In each contract, select Request By. Change this to Email (Web).

request by web

b.Set up an individual contact that will receive the page requests and web logon as well.

c.In CardFile, set up the Email Photocopier for each contact, including the primary contact.

email photocopier

 

Set up Contracts for E-Meter Requests

Run a contract list, and filter as required (ie. select a particular cardfile, etc.). Select Report > Contract List – E-Meter Read Setup.

 

emeter read setup

 

Click Preview, tick Change contract's Request By method to Email (Web), then click Run.

 

warning1

It is important to select the correct Request By method, otherwise, if left blank, it will run a list of all contracts.

 

On the ribbon, select the Report Contract List – E-Meter Read Setup.

 

emeter setup

 

Click Print.

 

emeter setupa

 

Click OK (do not tick any other boxes).

 

Go into one of the contracts and ensure that Request #, Attn: and Request By have been properly populated.

 

request by

 

Once complete, then request meter reads either via a list, or via a contract. Select the Contract – Page Request Form report, then click Print.

 

The email according to the template set up earlier (see point 3 above) will open.

 

web email

 

Click Send.

 

Further information

Advanced Creditors

Assets

Billing

Consumables

Contracts

Invoicing

Managed Print Services Edition

Meter Overview

Meter Reading Options

Overview

Operation

Preview Pane

Apply Price Increases

Recommended Reports

Refurbishing and Replacing Machines

Reset Meters to 0 in v4.3 Style Contracts

Service

Set up QR Code

Setup

Templates