OPUSClient Distributor Manual – Card Access Menu (Pro+)


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OPUSClient – Card Access Menu


The Card Access menu is used to manage the Parker Database and to configure cardholder accounts, patron Access Groups, debit rates and cash income.

Click on the Card Access tab to open the menu. The Card Access menu includes the following sub-menus. Each sub-menu provides a number of sub-menu options:

OPUSClient Pro+ – Card Access Sub-menu Options.


Parker Database

The Parker Database sub-menu is used to search, add, delete and edit access cards status and perform global changes to access cards. It has the following sub-menu options:

To open the Parker Database sub-menu, hover the mouse over the Card Access tab on the main menu bar and click on Parker Database.

AMI Tip!

When you first select Parker Database, the default start page is a forms table (View All) of all current Parker Database account records. From this page, you can quickly view, edit and delete card account records.

OPUSClient Pro+ – Parker Database Sub-menu.


Quick Search 

The Quick Search sub-menu option includes selections for general searching of card accounts in the Parker Database, as well as options for pre-configured searches of card accounts based on specific criteria. It includes the following option selections:

  • Search

  • View All
  • $0 Contract Rate
  • Last Use within 30 minutes
  • Status: In
  • Status: Neutral
  • Status: Out

General Search

  1. Click the Search selection to begin a quick search for one or more card accounts. The Parker Database Search configuration form is displayed.
  2. Enter the desired criteria in the Parker Database Search form fields. If no search criteria are entered, all card accounts in the Parker Database are displayed. Enter information into the various fields to narrow the search. Hint: the more information entered, the narrower the search results.
  3. Click the Search button to generate a forms table of all card accounts that match the configured criteria.
  4. Click the Editicon corresponding to the card account you want to edit. The Edit Access Holder configuration screen is displayed.

Pre-configured Searches

Pre-configured search selections include View All$0 Contract Rate, Last Use within 30 minutes, Status: In, Status: Neutral, and Status: Out.

All pre-configured search selections generate a forms table, based on the pre-configured search criteria, which includes the card number and the account-holder's first and last name.

All card account records listed in the generated forms tables include control icons to View, Assign Access Groups Editand Delete  card account records. In addition, the generated forms table includes a Global Change icon to make global changes to cardholder account records.

OPUSClient Pro+ – Parker Database Search screen.

OPUSClient Pro+ – Edit Access Holder settings screen.

Credential Search 

The Credential Search sub-menu option provides means for searching the Parker Database for user credentials based on two criteria:

  • Credential Type – includes Barcode, License Plate, Magnetic (Mag) Card, and Proximity (Prox) Card options.
  • Credential Number – the number of the foregoing Credential Type: (e.g., License Plate = RMS 409).

To run a credential search:

  1. Leave both fields blank to generate a list of all user accounts with any of the listed credential types.
  2. To search for all user accounts with a specific credential type, use the Credential Type: drop-list to generate a list of all accounts with the selected credential.
  3. To search for a specific credential by number, type in the credential number in the Credential Number: text field.  Hint: type in just one or two letters or numbers to generate a list of all credentials that begin with those letters.
  4. When you have made your selections, click on Search. The Card Search Results forms table for the selected search criteria is displayed.

OPUSClient Pro+ – Credential Search Results screen.

Custom Search 

Good To Know!

The Greece 11 release includes a new feature which allows users with rights to search custom fields in the Parker DatabaseFor detailed information about creating custom fields as search criteria, refer to the online document OPUSClient Distributor Manual – Setup Menu (Pro+) in the AMI Knowledge Portal (AKP).

The Custom Search sub-menu option provides means for searching the Parker Database based on a user-configurable set of parameters.

  1. Use the Table: drop-list to select the table name.
  2. Use the Field Name: drop-list to select the field name. Hint: the field name selections change depending on the table you want to search.
  3. Use the Criteria: drop-list to select the first criteria. Click the Addicon to add the search parameter.
  4. Once the search parameter is added, use the Operator: drop-list to create additional search parameters using either AND or OR logic.
  5. To remove parameters from the list, highlight the parameter and click the Removeicon.
  6. Once all three parameters are set, click the Search button to initiate the search.
Example:
To find all Access Group assignments for all accounts beginning with the digits 1 or 2, configure the following parameters:
  • Use the Table: drop-list to select the ACC_GROUP_ASSIGNMENTS table.
  • Use the Field Name: drop-list to select Group_NUM.
  • Use the Criteria: drop-list to select the = (equals) operator. Type 1 in the Value: text box. Click the Addicon to add the first search parameter.
  • Next, use the Operator: drop-list to select the OR operator. Leave the Table:, Field Name:, and Criteria: settings unchanged. Type 2 in the Value: text box.
    Click the Addicon to add the second search parameter.
  • Click Search. A Custom Search forms table with all Access Group account numbers beginning with the digits 1 or 2 is displayed.

AMI Tip!

Using Like for the search criteria is recommended when searching for text strings, since it will capture all similar results (e.g., ford, Ford, or FORD).

OPUSClient Pro+ – Custom Search Results screen.

Access Holder 

The iParc Pro+ PARCS software differs significantly from the iParc B19 PARCS software in how the Parker Database is built.

In the prior iParc B19 PARCS software, the Parker Database sub-menu under the Card Access tab included the  sub-menu options Add Cards, Delete Cards, and Edit Card Status to create and maintain cardholder accounts in the Parker Database iParc Pro+ PARCS software uses Access Holder accounts as the primary record and associated credentials as the secondary record in the Parker Database. This allows multiple access credentials to be assigned to a single Access Holder account without jeopardizing anti-passback or facility access rules.

The Access Holder sub-menu option provides means for adding a new Access Holder account record and for searching the Parker Database to edit an access record. There are two search criteria:

  • First Name: – the access holder's first name.
  • Last Name: – the access holder's last name.

To add a new Access Holder account record:

  1. Navigate to the Parker Database > Access Holder sub-menu option.
  2. Type in the access holder's first and last names in the corresponding text fields (e.g., Chester | Detester). 
  3. Leave the Edit Access Holder checkbox unchecked.
  4. Click AddThe Edit Access Holder configuration screen is displayed.
  5. Add a credential or click Save without adding any credentials.

AMI Tip!

Use the preceding method to quickly create multiple Access Holder account records. You can then assign the accounts to Access Groups using the Global Change  icon at the top of the View All forms table.

To add access credentials to a new Access Holder account record:

  1. In the Edit Access Holder configuration screen, click the Add button under the Credential window to add a new credential to the account.
  2. In the Credential text field, type in the credential number, based on the Credential Type (e.g., License Plate).
  3. Set the Credential Type.
    • Barcode
    • License Plate
    • Mag Card
    • Prox card
  4. Set the System Code if you are using a Mag Card or Prox Card for the Credential Type.
  5. Set the Mode. Mode applies to the credential. Each credential assigned to the Access Holder account has its own Mode setting.
    • Normal – All configured anti-passback and Access Group rules apply.
    • Locked  Credential is locked out and will not allow access.
    • Override  Access is always allowed. No anti-passback or Access Group rules apply.
    • Nested Nest 1  Credential Is required to park in the Nest 1 facility location.
    • Nested Nest 2  Credential is required to park in the Nest 2 facility location.
    • Override AP  Same as Normal mode, except that anti-passback rules do not apply.
    • Limited Use – Enables credential access for a limited number of uses. Once the use limit is reached, the credential changes to Locked mode.
    • Auto Activate  Activates a credential for a limited number of days. When the Access Holder first uses the credential, the active period begins. Once the use limit is reached, the credential changes to Locked mode.
    • Inactive  Credential is not active and cannot be used.
  6. Click Save after the credentials assigned to the Access Holder account have been configured.

OPUSClient Pro+ – Edit Access Holder configuration screen.

OPUSClient Pro+ – Add Access Holder Credentials screen.

To view and edit an Access Holder account record: 

  1. Navigate to the Parker Database > Access Holder sub-menu option.
  2. Type in the first and last names of the Access Holder in the corresponding text fields. 
  3. Check the Edit Access Holder checkbox.
  4. Click AddThe View All forms table appears, which lists all account records assigned to the Access Holder.
  5. Click the Search  icon to view the Access Holder account details. The Parker Details information box is displayed.
  6. Click the Assign Access Group  icon to assign Access Groups to the Access Holder account.
  7. Click the Global Change  icon to assign global changes to all account records shown in the View All forms table, including Access Groups.
  8. Click the Edit  icon to launch the Edit Access Holder configuration screen and edit access credentials to the Access Holder account record, as described above.
  9. Click Save to save your changes or Cancel to exit without saving.

To delete an Access Holder account record: 

To Delete a Group Account

To remove an Access Holder account from the Parker Database:

1. From the Quick Search sub-menu option, click View All.

2. Next to the appropriate Access Holder account, click the Delete  icon. A confirmation window is displayed.

Important!

Once an Access Holder account is deleted, it CANNOT be restored.

3. Click OK to complete the deletion or Cancel to exit without deleting.

OPUSClient Pro+ – View All forms table.

OPUSClient Pro+ – View All | Edit Access Holder settings screen.

To Make Global Changes

The Global Change feature allows users to perform mode and I/O status changes to a large number of Access Holder accounts in the Parker Database. The changes apply to all accounts in the user-specified range. The changes made in a field replace the existing information in that field. Fields where changes are NOT made do not change the fields for the Access Holder accounts.

To make a Global Change:

1. From the Quick Search sub-menu option, click View AllThe View All forms table appears, which lists all account records assigned to the Access Holder.

2. Click the the Global Change  icon in the header row of the Parker Database View All forms table. The Global Change menu is displayed.

3. From the Field drop-list, select the specific field to alter. Note: Various options are displayed depending on the field selected.

4. In the Value text field or drop-list, type in or select the new value.

5. Click Next. A warning window is displayed.

Warning!

Since the Global Change feature can alter the entire Parker Database, it is very important to double-check the details of the change you want to make. Erroneous global changes can prevent proper functioning of the entire parking system.

If you are unsure of what you're doing, contact AMI Customer Support for advice and assistance.

6. Verify that the pending change you entered is the change desired.

7. Click Save to save your changes or Cancel to exit without saving.

OPUSClient Pro+ – Global Change screen.


Accounts 

The Accounts sub-menu is used to search, add, delete and edit cardholder accounts in the Card Access system. It has the following sub-menu options:

To open the Accounts sub-menu, hover the mouse over the Card Access tab and click on Accounts.

Note:

When you first select Accounts, the default start page is a Quick Search forms table (View All) of all current Parker Database account records. From this page, you can quickly view, edit and delete cardholder account records.

OPUSClient Pro+ – Quick Search | View All forms table.

Quick Search 

The Quick Search sub-menu option includes selections for general searching of all cardholder accounts in the Parker Database, as well as options for pre-configured searches of card accounts based on specific criteriaIt includes the following option selections:

  • View All
  • Accounts with $0 Rate
  • Accounts with Balance Due
  • Accounts with Prepaid Balance
  • Debit Accounts
  • Group Accounts
  • Individual Accounts
  • Negative Debit Amount Accounts

General Search

The View All configuration forms table is displayed by default. From this table you can enter transactions, edit the account record, and delete the account record.

Pre-configured Searches

Pre-configured search selections include Accounts with $0 Rate, Accounts with Balance DueAccounts with Prepaid Balance, Debit Accounts, Group AccountsIndividual Accounts and Negative Debit Amount Accounts.

All pre-configured search selections generate a forms table of cardholder accounts, based on the pre-configured search criteria, that includes the account number and the account name.

All cardholder account records listed in the generated forms table include control icons to Enter TransactionEditand Deleteaccount records.

OPUSClient Pro+ – Quick Search Default Page.

Custom Search

The Custom Search sub-menu option provides means for searching the Parker Database based on a field name and value.

  1. Use the Field Name: drop-list to select the field name.
  2. Type in a value in the Value: text field. Hint: to capture all similar records, type in the first two or three letters or digits.
  3. Once the search parameters are set, click the Search button to initiate the search and generate a forms table based on the search criteria.

OPUSClient Pro+ – Custom Search results table.

Add Group Account 

The Add Group Account sub-menu option provides means for searching the Group Accounts based on an account number and account name.

  1. Click on the Add Group Account sub-menu option to open the Add Group Account settings sub-screen.
  2. Enter the Account Number and Account Name. Click the Add button to add the Group Account. The New Group Account forms table is displayed.

OPUSClient Pro+ – New Group Account forms table.

To Edit a Group Account

Group Account records can be edited after they are created to add or alter account information.

1. To edit a newly created Group Account record, simply click on the Editicon to open the Edit Account settings screen.

2. To edit an existing Group Account record, click on the Group Accounts selection in the Quick Search sub-menu option to view all Group Accounts. Then click on the Edit  icon to open the Edit Account screen for the Group Account record you want to edit.

3. Make the desired edits to the Group Account record. For information about the various options and fields, refer to the section following.

4. Click Save to save the changes or Cancel to exit without saving.

To Delete a Group Account

Group Accounts can be deleted after they are created.

1. From the Quick Search sub-menu option, click View All.

2. Next to the appropriate account item, click the Delete  icon. A confirmation window is displayed.

3. Click OK to complete the deletion or Cancel to exit without deleting.

OPUSClient Pro+ – Edit (Group) Account settings screen.

Recurring Customer Information

Recurring customer information is used when a customer is automatically billed for purchasing parking time.

Access

To access recurring customer information:

1. Click on the Edit  icon to open the Edit Account settings screen.

2. Click on the |Credit Card| sub-menu tab.

  • If the account does not have recurring payments set up, the Add button is shown.
  • If the account does have recurring payments set up, the Edit and Delete buttons are shown.

To Add Recurring Customer Information

1. In the the Edit Account settings screen click Add. The Add Recurring Customer settings screen is displayed, which defaults to the Customer Info sub-section.

2. Type in the recurring customer information in the text fields.

3. Click the Account Info radio button. The Account Info sub-section is displayed.

4. Type in the primary and alternate contact information in the text fields.

Note:

Enter the alternate information, if necessary. Alternate information is used in cases where the primary account information will not work and a secondary method is needed.

5. Click Save to save changes or Cancel to exit without saving.

To Editing Recurring Customer Information

1. In the the Edit Account settings screen click Edit. The Edit Recurring Customer settings screen is displayed, which defaults to the Customer Info sub-section.

2. Edit the recurring customer information in the text fields, as required.

3. Click the Account Info radio button. The Account Info sub-section is displayed.

4. Update the primary and alternate contact information in the text fields.

Note:

Enter the alternate information, if necessary. Alternate information is used in cases where the primary account information will not work and a secondary method is needed.

5. Click Save to save changes or Cancel to exit without saving.

To Delete Recurring Customer Information

1. In the the Edit Account settings screen click delete. A confirmation window appears.

2. Click OK to proceed with the deletion or Cancel to exit without deleting.

OPUSClient Pro+ – Recurring Customer settings screen.

Configuring Automatic Billing

The Automatic Billing screen is used to configure automatic charges and payments.

To access recurring customer information:

1. Click on the Edit  icon to open the Edit Account settings screen.

2. Click on the |Payment| sub-menu tab, which defaults to the Debit sub-section.

3. Under the Automatic Billing panel, complete the following fields.

  • Charge Pending – check this checkbox if there is currently a charge pending on the customer’s account.
  • Automatically Bill Balance Due – check this checkbox to automatically bill the amount is owed to the parking facility.
  • Auto Recharge Debit – check this checkbox to automatically recharge the customer’s account with a fixed dollar amount.

♦ Assign the limit of the dollar amount recharge using the Recharge Limit field.

♦ Enter the amount desired to recharge in the Recharge Amount field.

♦ Use the Discount and Surcharge radio buttons to apply a discount or surcharge to the recharge amount. Enter the amount to discount or add in the fields provided.

4. Click Save to save changes or Cancel to exit without saving.

OPUSClient Pro+ – Automatic Billing settings screen.

Entering Account Transactions

The Account Transaction screen is used to make debit payments or charges for an account, or to view an account's payment or charge history.

Click the Enter Transaction  icon to access the Account Transactions settings screen, which defaults to the |Payment| sub-menu tab.

Payment Tab

Standard debit payments are made from the |Payment| sub-menu tab.

1. To make a debit payment, complete the following fields:

  • Method – use the drop-list to select the payment method.
  • Amount – type in the amount paid.
  • Note – type in any general notes.
  • Reference – type in any applicable reference information, such as a check number.
  • Access Holder – use the drop-list to select the Parker Database Account Holder account for the associated payment.

2. If the currently displayed Accounts Receivable (A/R) date needs to be changed, click the Change Date button to modify the date.

3. Click the Add  icon to add the payment to the Payments Entered panel.

4. Click the Post  icon to complete the payment(s) in the list. Click the Delete  icon beside the appropriate payment(s) to remove the payment(s) from the list.

5. Click the Exit  icon to close the menu.

Charge Tab

The |Charge| sub-menu tab is used for charging a desired amount of money, time, or uses to an account.

1. To charge an account, complete the following fields:

  • Invoice Item – use the drop-list to select the type of invoice item.
  • Charge – type in the amount charged.
  • Access Holder – use the drop-list to select the Parker Database Account Holder account for the associated charge.

2. If the currently displayed Accounts Receivable (A/R) date needs to be changed, click the Change Date button to modify the date.

3. Click the Add  icon to add the payment to the Charges Entered panel.

4. Click the Post  icon to complete the change(s) in the list. Click the Delete  icon beside the appropriate charge(s) to remove the charge(s) from the list.

5. Click the Exit  icon to close the menu.

OPUSClient Pro+ – Add Charge settings panel.

History Tab

The |History| sub-menu tab is used to view a history of all payment and charge transactions. Transactions also can be reversed using this tab.

  • To view the payment history for the account, click the Payments radio button.
  • To view the charge history for the account, click the Charges radio button.

To Reverse Payments

To reverse a payment or charge:

1. Click the Enter Transaction  icon to access the Account Transactions settings screen, which defaults to the |Payment| sub-menu tab.

2. Click the |History| sub-menu tab and select the Payments or Charges radio button, as desired. A list of transactions for that selection is displayed.

3. Beside the appropriate transaction item, click the Reverse Payment  icon. A confirmation window is displayed.

4. Click OK to reverse the payment or Cancel to exit without reversing the payment. Once the reversal is completed, any affected balance due fields are updated to reflect the new balance.

5. Click the Exit  icon to close the menu.

OPUSClient Pro+ – Reverse Payments/Charges panel.


Access Groups 

The Access Groups sub-menu is used to configure where and when parking patrons assigned to Access Groups can access a facility or lot. It has the following sub-menu options:

To open the Access Groups sub-menu, hover the mouse over the Card Access tab and click on Access Groups.

When you first select Access Groups, the default start page is a forms table of all Normal type Access Group records. From this page, you can quickly view, edit and delete Access Group account records. Select a different Access Group type from the Access Groups sub-menu option (see below), if desired.

Access Groups display the following parameter settings in their respective group records table:

  • Name – name of the Access Group.
  • Type – type of Access Group.
  • Enabled – enables the Access Group.
  • Exclusive – patrons cannot exit a facility unless exit occurs within the specified Reader times.
  • Auto Synch – auto-synch all Access Group cardholder accounts to a Neutral status at a user-specified time of day.
  • Deny When Full – deny the cardholder entry if the lot is full.
  • Enforce AP – enforce anti-passback rules.
  • Event Restricted – group access is limited to the duration of an event.


Good to Know!

Disabled Access Groups will not apply the entry permissions to the cardholder account and, as a result, credential patrons may be denied entrance/exit to facilities assigned to that Access Group.

OPUSClient Pro+ – Access Group forms table.

Access Group Types 

Access Group types are used to organize parking patrons into groups having similar access rights and use characteristics. Patrons in a debit-type Access Group are charged a set fee for using a facility based on rate, time, and/or use.

When an Access Group is created using the Add Group sub-menu option, an Access Group type must selected from the drop-list:

  • Normal: Patrons in a normal Access Group may enter or exit a facility at will using an access card.
  • Debit By Amount: Debit an amount of money based on a user pre-configured amount.
  • Debit By Time: Debit an amount of money based on the amount of time spent in the facility.
  • Debit By Use: Debit incrementally from the patron’s account for each use of the facility, based on when and where they use their access card.
  • Free: Free entrance/exit.
  • Shared Account: The Access Group supports multiple users within a single shared account, which is charged communally for the group member's use.

Good to Know!

Shared Account settings are configured in the Shared Account sub-menu tab of the Edit Access Group configuration screen. For detailed information about configuring Access Group shared account settings, refer to How-To: Shared Accounts.

  • Valet: Allows valet attendants access to the parking facility.
  • Flat Fee: Patrons are charged a flat fee each time they use the facility.
  • Credit Card Flat Fee: Patrons have a user-configured flat fee charged to their credit cards.
  • Credit Card: Patrons have the facility rate charged to their credit-card-on-file each time they use a facility.
  • Event: Patrons may enter/exit a facility during a special event.
  • Bailout: (roving cashier): Sets the time roving cashiers with bailout cards can enter the facility to assist a patron.
  • University Card: Patron may enter/exit a facility using a university ID card. Entry and exit times can be configured by device. Refer to the section below To Edit Reader Access Times.

OPUSClient Pro+ – Edit Access Group forms table.

Custom Search

The Custom Search sub-menu option is used to search Access Groups based on various search criteria including cardholder account configuration parameters, enabled features, and the field names of forms tables.

1. Use the Field Name: drop-list to select the search criterion.

2. Enter the search value. For some search criteria (e.g., GROUP_NAME), you must type in the value to search (e.g., ParkRamp_, AuxLot_). For other search criteria (e.g., DENY_WHEN_FULL), the value required is a 0 or 1.

  • Type a 0 in the Value: field to perform a search of all Access Groups for which a parameter, feature, or field form – relevant to the search criterion – is not present or enabled.

  • Type a 1 in the Value: field to perform a search of all Access Groups for which a parameter, feature, or field form – relevant to the search criterion – is present or enabled.

3. Click the Search button to initiate a search of Access Group records.

OPUSClient Pro+ – Custom Search forms table.

Add Group

The Add Group sub-menu option is used to create new Access Groups with various configuration parameters and enabled features and settings.

  1. Use the Name: text field to create a unique or memorable Access Group name.
  2. Use the Type: drop-list to select the Access Group type.
  3. Use the Facility: drop-list to select the applicable facility.
  4. Click the Add button to add the new Access Group. The new Access Group is table is added to the Parker Database.

OPUSClient Pro+ – Add Access Group forms table.

To Edit Reader Access Times

Reader access times determine when and where a parking patron assigned to a given Access Group may enter and exit a facility. 

1. To edit Reader access times, use the Access Groups or Custom Search sub-menu options to find the Access Group account.

2. Click on the Edit Reader Times  icon corresponding to the Readers you want to configure. The Edit Access Group Times configuration screen is displayed.

3. Use the |Update Reader Times| sub-section to configure general Reader access times. Click on the Reader drop-list to choose the Reader you want to configure.

4. Click the check-boxes for each day of the week the Reader is active for cardholders assigned to the Access Group. Hint: Use the All, Weekdays, Weekends and Clear controls for convenience.

5. Enter the entry and exit Times the Reader is active for cardholders in the Access Group.

6. Click the Go  icon to set the times for that Reader for the selected days. Confirm that the changes are shown in the times table below.

Note:

If there are different entry/exit times for any given Reader for each day of the week (i.e., weekdays or weekends do not have the same access times), use the second row of settings under Times to configure specific access times for each reader corresponding to each day of the week.

7. Select Save to save the configuration settings or Cancel to exit without saving.

8. Click Exit to return to the Access Groups sub-menu option.

OPUSClient Pro+ – Edit Reader Access configuration screen.

To Edit Access Group Properties

  1. In the Access Group search table, click the Edit icon corresponding to the name of the Access Group you want to edit. The Edit Access Group configuration screen is displayed.
  2. Modify the Group Name, if necessary, and use the drop-list to select the Group Type. Enter a memorable or useful description for the group in the Description text field.
  3. Use the configuration check-boxes to set the Access Group properties. Refer to the Access Groups section above for descriptions of the available properties.
  4. The |Debit| sub-section changes based on the Group Type selection. Configure the debit parameters based on the Group Type selection.
  5. Click Save to save the changes or on Cancel to exit without saving.

To Delete an Access Group

Access groups may be deleted after they are created.

1. From the Access Groups sub-menu option, select the group type. The group type forms field is displayed.

2. Next to the appropriate access group item, click the Delete  icon. A confirmation window is displayed.

3. Click OK to complete the deletion or Cancel to exit without deleting.

OPUSClient Pro+ – Edit Access Group configuration screen.


Debit Rates 

The Debit Rates sub-menu is used to configure how parking patrons are billed if they use Credit Card In/Out (CCIO) as a parking credential.

It has the following sub-menu options:

Good to Know!

The Debit Rates sub-menu and its options apply only to AMI ExpressParc Credit Card Payment System devices. All OPUS device rates must be configured using the OPUS Rate Tool Installation & Operation Manual.

To open the Debit Rates sub-menu, hover the mouse over the Card Access tab and click on Debit Rates.

Note:

When you first select Debit Rates, the default start page is a forms table of all Variable type debit rate records. From this page, you can quickly view, edit and delete debit rate records. Select a different debit rate type from the Debit Rates sub-menu options, if desired.

Search results generate Debit Rates tables that have the following common parameters shown as column headers:

  • ID – the ID number of the Debit Rate. The ID number is automatically assigned by the OPUSClient UI software when a new rate is created and requires no user interaction.
  • Description – a unique description of the Debit Rate. The rate description can be up to twenty five characters.
  • Type – the type of Debit Rate. See section Rate Types below for additional information.
  • Grace Period – the period of time (in minutes) after initial entry into the facility during which a patron may exit without being charged parking fees. In typical configurations, this period of time is set corresponding to the size of the facility. For example, in larger facilities patrons will take longer to look for open spaces and will have longer grace times.
  • Comp Time – complimentary time. The amount of time granted to a patron between rate periods. For example, a stay of 62 minutes, with a $5 per hour rate and a comp time of five minutes, will be charged $5. A patron who stays 70 minutes would be changed $10 since their stay has bridged the comp time and entered the next hour of parking, or rate period.

OPUSClient Pro+ – Debit Rates | Variable rates forms table.

Debit Rates 

1. Click the Debit Rate sub-menu option to view the Rate Details. Rate types include:

  • Variable – changing rate that does not always start at the same fee/duration. Variable rates are often used to charge different fees for different days/times of a day.
  • Fixed – rate is fixed to a specified dollar amount.
  • Variable Loop – changing rate that loops after a certain period of time (or time of day) is reached.

2. To view the Rate Details, select the Rate Type. A list of existing rates for that Rate Type is displayed.

3. Click the Expand  icon to display the Rate Details information table.

OPUSClient Pro+ – Debit Rates | Rate Details information table.

Custom Search

The Custom Search sub-menu option is used to search Debit Rates based on various search criteria including common parameters, enabled features, and the field names of forms tables.

1. Use the Field Name: drop-list to select the search criterion.

2. Enter the search Value: for the field name selected.

Example:

If the field name selected is Description, type in the description of the Debit Rate or rates you wish to view. You can view all Debit Rate accounts with similar descriptions by truncating the search value or using a prefix (e.g., the search value ST will capture all Debit Rates named ST-FixedST-Variable and ST-Varloop).

3. Click the Search button to initiate a search of Debit Rate records.

OPUSClient Pro+ – Debit Rates | Custom Search forms table.

Add Rate 

  1. To create a new debit rate, click on the Add Rate sub-menu option to open the Add Rate dialog box.
  2. Enter a Description: for the Debit Rate.
  3. Use the Type: drop-list to select the Rate Type.
  4. Click the Add button to add the new Debit Rate.

Rate Types

  • Variable: A changing Debit Rate that does not always start at the same fee/duration. Variable rates are often used to charge different fees for different days/times of a day.
  • Fixed: A Debit Rate that is fixed to a specified dollar amount.
  • Variable Loop: A changing Debit Rate that loops after a certain period of time (or time of day) is reached.

5. Click the Expand  icon to display the Rate Detail information table. Click the Edit  icon to open the Edit Rates configuration screen and configure the Debit Rate settings.

OPUSClient Pro+ – Debit Rates | Rate Detail information table.

To View Debit Rate Details

  1. To view the Debit Rate details, use the Debit Rates sub-menu option to select the Rate Type. A forms table of all current rates for the selected Rate Type is displayed.
  2. Click the Expandicon for the Debit Rate to display the rate details.

OPUSClient Pro+ – Debit Rates | Rate Details dialog box.

To Configure / Edit a Debit Rate

  1. To configure a Debit Rate, click on the Edit  icon corresponding to the Debit Rate you want to configure. The Edit Rates menu is displayed with the Restrictions sub-menu tab selected by default.
  2. Use the upper section of the Edit Rates configuration screen to configure the general rate properties:
  • Description: The name of the rate.
  • Type: The type of rate. See section Rate Types for additional information.
  • Use Restrictions: Restrictions are used to configure Early Bird/Night Owl times. An additional rate must be created for Early Bird/Night Owl patrons.


AMI Tip!

Early Bird and Night Owl discount rates are generally used to provide a discount for a patron if they enter and exit a facility within a specified time period. Rates that apply early in the day are called Early Bird discounts. Rates that apply late at night are referred to as Night Owl discounts.

  • Grace Period: Amount of time (in minutes) a patron can enter and exit the facility without incurring a charge.
  • Comp Time: An amount of complimentary time (in minutes) granted to a patron before the next rate period applies.
  • Weekly Max: Maximum dollar amount in parking fees charged for the week.
  • Tax: Percentage of sales tax added to the total parking fee.

Restrictions Tab

Restrictions are used to configure Early Bird/Night Owl times. Restrictions can be used to charge more for busier times of the day.

  1. Click the Restrictions sub-menu tab to display the current rate restrictions.
  2. Click the Add button to initialize a new restriction. The placeholder <New Restriction 1> appears in the Restrictions list box.
  3. Name the new restriction in the Description text box.
  4. Use the Type drop-list to select the type of restriction. Restriction types include Entrance and Exit, Entrance or Exit, or Entrance to Exit. Hint: the restriction entry/exit time settings will change to reflect the restriction type selected.
  5. Use the restriction entry/exit time settings to configure the restriction.
  6. Select when the restriction entry period begins using the Entrance From Day fields. Select when the restriction entry period ends using the Entrance to Day fields.
  7. Select when the restriction exit period begins using the Exit From Day fields. Select when the restriction exit period ends using the Exit To Day fields.
  8. Use the Rate drop-list to select the Debit Rate that will be applied to the restriction.
  9. Click the Add button to add another new restriction. Follows Step 3 through Step 8 to configure the restriction. Add as many new restrictions as necessary.
  10. Click Save to save the changes or Cancel to exit without saving.

OPUSClient Pro+ – Debit Rates | Restrictions sub-menu tab.

Daily/24 Hour Max Tab

The Daily/24 Hour Max sub-menu tab displays the current maximum dollar amount that a patron will pay for one day of parking, or for a 24-hour stay.

Good to Know!

Maximum fees of $00.00 are the system default and are equivalent to "no fee maximum" setting.

Example:

If the applied Rate selected in the |Restrictions| sub-menu tab assesses a fee of $2.00 per hour, and a patron typically exceeds normal business hours, setting a $14.00 daily maximum might be warranted. This fee can be configured either as a twenty-four hour period from the entry time, or from a specific time of day.

  1. To configure the Daily/24 Hour Max settings, type in the maximum dollar amount that will be charged for each day into the text boxes in the Max column of the table.
  2. Click Save to confirm the new settings or Cancel to exit without saving.

OPUSClient Pro+ – Debit Rates | Daily/24 Hour Max sub-menu tab.

Discount/Surcharge Tab

Discounts are used to subtract a set amount, or a percentage, from the patron’s total parking fee. Surcharges are used to add a set amount or percentage to the patron’s total fee.

Click on the Discount/Surcharge sub-menu tab to configure discount/surcharge settings:

  • Discount: Fixed amount to subtract from the patron’s fee.
  • Percentage Discount: Percentage amount to subtract from the patron’s fee.
  • Surcharge: Fixed amount to add to the patron’s fee.
  • Percentage Surcharge: Percentage amount to add to the patron’s fee.
  1. Click on the Type drop-list to select the discount/surcharge type.
  2. Enter the Amount of the discount/surcharge in currency or as a percent, as applicable, based on the discount/surcharge type.
  3. Click Save to confirm the new settings or Cancel to exit without saving.

OPUSClient Pro+ – Debit Rates | Discount/Surcharge sub-menu tab.

Variable Tab

The Variable sub-menu tab is used to configure a fee for an associated amount of time.

Good to Know!

The Variable sub-menu tab is not displayed when Fixed is selected as the Rate Type. Fixed rates have an additional field, located in the upper portion of the Edit Rates screen. Also, the Variable sub-menu tab display is different for Variable and Variable Loop Rate selections. Variable rate settings include day, time range and associated fee settings. Variable Loop Rate settings are based on a set amount of time and an associated fee

OPUSClient Pro+ – Debit Rates | Variable sub-menu tab.

Variable Loop Type Settings:

Enter the amount of Time (in minutes) to apply to the Variable Loop Rate. Then enter the Rate to charge for the specified time.

  • Count: Amount of times the line will occur.
  • Jump: Line to jump to after the current line is finished. Leave the default setting (0) to continue to the next line.
  • Repeat: Amount of times to repeat the line.

AMI Tip!

The Repeat setting will also repeat the count. Example: a line set to count five (5) times and to repeat once is the equivalent of setting a count of 10 and repeat of 0.

OPUSClient Pro+ – Debit Rates | Variable Loop settings.

Variable Type Settings:

1. Click on the Add  icon to add a line to the rate forms table.

2. Select the Start Day & Time for the line. Then select the End Day & Time. Use the Overlap Day & Time to set when the next line will start.

AMI Tip!

Overlap times ensure a patron is properly charged for exiting when two rate lines overlap. In a typical setup, the overlap time will be the same as the next line’s Start Day & Time.

3. Set the Max Fee for the configured time period.

4. Click the Edit Rate Tableicon to configure the rate for the corresponding rate line.

5. Select the Add Rate Tableicon to add a line to the rate table.

6. Enter the Time, its associated cost (Rate), and how many times the line will recur (Count).

7. Click Save to save the changes to the rate or Cancel to exit without saving.

8. Continue to edit the rates until each rate has an associated rate table.

OPUSClient Pro+ – Debit Rates | Variable Type settings.


ExpressParc Rates 

AMI ExpressParc® devices compatible with iParc Pro+ PARCs software include the AMG 4300 ExpressParc Credit Card Only Central Pay Station and the AMG 4400/4570 ExpressParc Exit Pay Credit Card Terminal. All ExpressParc® devices include credit card reader functionality.

Note:

Debit Rates apply only to AMI ExpressParc Credit Card Payment System devices. All OPUS device rates must be configured using the OPUS Rate Tool Installation & Operation Manual.

The ExpressParc sub-menu is used to set up the Debit Rate assignments for AMG ExpressParc® terminal devices. Up to eight different rates (Rates A-H) can be configured. Hint: A minimum of one rate must be configured.

Rates A-H correspond to the Rate Code encoded on the parking ticket at the ticket dispenser. See the Debit Rates section above for instructions on creating and editing Debit Rates.

To open the ExpressParc sub-menu, hover the mouse over the Card Access tab and click on ExpressParc. The AMG ExpressParc Rates configuration screen is displayed.

  1. Use the Rate A-H drop-lists to select as many Debit Rate types as required.
  2. In the Exception Rate Amount text field, type in the desired exception rate for each Debit Rate.
  3. Click Save to save the changes to the rate or Cancel to exit without saving.

OPUSClient Pro+ – AMG ExpressParc Rates configuration screen.


Cash Income 


The Cash Income sub-menu is used to manually record cash transactions. It contains a View Cash Income Transactions search tool to display a Cash Income Transactions forms table based on the search criteria selected.

To open the Cash Income sub-menu, hover the mouse over the Card Access tab and click on Cash Income. The Cash Income transactions screen is displayed.

OPUSClient Pro+ – Cash Income Transactions screen.

To Enter a Cash Income Transaction

1. Click the Addicon to add a new cash transaction. The New Cash Income Item menu is displayed.

2. Select the Cash Income Item from the drop-list.

AMI Tip!

If no cash income items are displayed, no cash income items have been created. Go to Set-up > Accounts Receivable > Cash Income Items to create cash income items.

3. Select the applicable Date, Amount, and Facility.

4. Enter a memo for the cash transaction, if desired.

5. Click Post to post the cash transaction or Cancel to cancel the transaction.

OPUSClient Pro+ – New Cash Income Item menu.

To View Cash Income Transactions

Use the |View Cash Income Transactions| sub-section to view cash income transactions for a specified date range.

  1. Click on the Calendar  icons to select the Start and End date range for the cash transactions to view.
  2. Check the Valids checkbox to display validation transactions.
  3. Check the Reversals checkbox to display reverse payments.
  4. Click the Go  icon to view the transactions for the specified date range. The selected transactions are displayed in the Cash Income Transactions table.

OPUSClient Pro+ – Cash Income Transactions table.


Reader Communications 


The Reader Communications sub-menu displays the communication status of card reader devices and card reader activity. It also provides the ability to remotely vend/pulse gates and auxiliary device relays.

To open the Reader Communications sub-menu, hover the mouse over the Card Access tab and click on Reader Comm. The Reader Communications information screen is displayed. The facility readers are displayed on the left side of the screen, while the reader activity is displayed on the right side.

Reader Section:

  • Reader – Name of the facility server, port name(s), and reader name(s).
  • Key – The device key. An icon shows the device key is valid and active.
  • Gate – Status of the gate. Also provides gate controls.
  • Aux – Status of the auxiliary device relay. Also provides auxiliary device control.
  • Status – Status of the Reader. If a Reader is offline, or receipt paper is low, this section will display the applicable issue.

Activity Section:

  • Credential – The credential identifier (e.g., barcode number, license plate number, proximity card number).
  • Credential Type – The type of credential used.
  • Name – Owner of the card.
  • Reader – Location where the card was used.
  • Type – Entrance/Exit/Neutral status.
  • Date – Date and time the activity occurred.
  • Result – What happened when the card was used.

Use the |Page Refresh| sub-section to set whether the screen will refresh automatically or manually. If Auto is selected, enter the refresh rate in the Every|X|Seconds field. Click the Apply  icon to apply the setting.

OPUSClient Pro+ – Reader Communications information screen.

To Control a Lane Gate

Lane gates are controlled in OPUSClient UI by using the Gate icon shown in each Reader row.

  1. To open, close, or pulse a lane gate, click the Gate icon corresponding to the Reader/gate you want to control. The Toggle Control menu is displayed.
  2. Select the desired gate action radio button (Open, Close, Pulse).
  3. Click OK to perform the action or Cancel to exit.

Gate Actions

  • Open – Opens the gate. The gate arm will not close again until the gate is pulsed or closed from OPUSClient UI.
  • Close – Closes the gate. The gate arm will close when the next closing loop is activated.

Note:

For safety reasons, the gate arm does not close until the next closing loop is activated. This safety procedure prevents cars from getting hit if a closed gate signal is sent as a vehicle is exiting from the facility.

  • Pulse – A “pulse” signal is sent to the gate and the gate arm is raised. The gate arm will close when the closing loop is next activated. This option is used when it is desired to raise the gate for only one vehicle.

OPUSClient Pro+ – Reader Communications | Toggle Control screen.

To Activate an Auxiliary Relay

Auxiliary device relays are used to activate secondary outputs, such as unattended gates and for VIP entry and service access to a facility. Auxiliary device relays also can be installed at entry and exit lane gates, garage doors, and vehicle control points.

The control functions are the same as for lane gate control, as described above.

  1. To open, close, or pulse an auxiliary relay-controlled device, click the Aux icon corresponding to the device you want to control. The Toggle Control (Aux) menu is displayed.
  2. Select the desired radio button (Open, Close, Pulse) for the desired device action.
  3. Click OK to perform the action or Cancel to exit.

OPUSClient Pro+ – Reader Communications | Toggle Control (Aux) screen.

To Add or Edit an Access Credential

The Reader Communications sub-menu screen can be used to add or edit a credential recently used at a Reader.

Credentials that can be edited are highlighted in a different color. Credentials not found in the system can be added. Credentials in violation (e.g., anti-passback) or that need modification can be changed.

  1. In the |Activity| sub-section click on the Credential number of the access credential you want to modify. The Edit Access Holder configuration screen is displayed.
  2. Refer to the section To Edit Card Account I/O Status in the Parker Database sub-menu for further details.

OPUSClient Pro+ – Edit Access Holder configuration screen.


Negotiated Fees 

The Negotiated Fees sub-menu is used when a patron has lost their ticket and/or lacks the means to pay the parking fees. 

Note:

The Negotiated Fees sub-menu will not display if the feature is not enabled. Please contact AMI Customer Support to have the Negotiated Fees feature included or added to your site installation.

To open the Negotiated Fees sub-menu, hover the mouse over the Card Access tab and click on Negotiated Fees. The Negotiated Fees information screen is displayed.

Depending on the type of Payment Terminal, the settings for sending a negotiated fee differs, as shown in the figure at right.

To Send a Negotiated Fee to a Payment Terminal

1. Use the |New Negotiated Fee| sub-section to transmit a new negotiated fee to a patron at a Payment Terminal.

  • Select the appropriate device from the Device drop-list.
  • Enter the Entry Date and Time for the fee calculation.
  • Use the drop-list to select the Rate letter you want the device to use.
  • Set the Timeout (in minutes) after which the negotiated fee expires. Expiration = time sent + Timeout minutes.
  • Use the Reason text field to type in the reason for the negotiated fee action.

2. Click the Send Fee button to transmit the negotiated fee to the Payment Terminal queue.

The different Payment Terminals have different negotiated fee processes, as follows:

OPUSeries Process

  • Patron presses the Lost Ticket button on the Payment Terminal. If no negotiated fees are Active in the queue, the device informs the patron to press the Intercom button.
  • The patron presses the Intercom button and informs the facility attendant of the situation.
  • The facility attendant uses the Negotiated Fee sub-menu option to create an Active negotiated fee.
  • The facility attendant informs the patron to press the Lost Ticket button again.
  • Patron presses the Lost Ticket button and a negotiated fee is generated.
  • The patron pays the fee and exits the facility.

AMG ExpressParc Process

  • Patron presses the Intercom button on the ExpressParc device to inform the facility attendant of a lost ticket.
  • The facility attendant directs the patron to cancel the transaction.
  • Patron cancels the transaction.
  • Facility attendant uses the Negotiated Fee sub-menu option to create an Active negotiated fee.
  • The negotiated fee is sent to the ExpressParc device and displayed on the screen.
  • The patron inserts a credit card into the ExpressParc device and the transaction is completed. A receipt is printed and the gate arm is raised.

AMG Paystation Process

  • Patron presses the Lost Ticket button on the AMG Paystation. A negotiated fee is displayed on the device screen.
  • Patron presses the Intercom button to dispute the displayed fee and informs the facility attendant of the situation.
  • The facility attendant uses the Negotiated Fee sub-menu option to create an Active negotiated fee.
  • The attendant directs the patron to press the Lost Ticket button again.
  • Patron presses the Lost Ticket button and the new negotiated fee is displayed. The patron pays the new negotiated fee using any of the payment types provided by the pay station.

OPUSClient Pro+ – Negotiation Fees information screen.


Credential Inventory

All credit card and barcode credentials used to access a parking facility are stored in the Parker Database.

The Credential Inventory sub-menu enables site administrators to view each credential used to enter the facility including the date and time of use. Administrators can search for credentials either by using the last four digits of the credential number / barcode, or by setting a date range and reviewing the search results for credentials used within the target time-frame.

To open the Credential Inventory sub-menu, hover the mouse over the Card Access tab and click on Credential Inventory. The Credential Inventory information screen is displayed.

OPUSClient Pro+ – Credential Inventory information screen.