# Verifone Commander Manager Training Checklist

Date: \_\_\_\_ / \_\_\_\_ / \_\_\_\_\_\_ Store: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Manager: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Trainer: \_\_\_\_\_\_\_\_\_\_\_\_\_\_

## Configuration Client - Users

<table><thead><tr><th width="384">Task</th><th align="right">Manager</th><th align="right">Trainer</th><th align="right">N/A</th></tr></thead><tbody><tr><td>How to log into Configuration client</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to add employees</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to configure access levels</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to remove employees</td><td align="right"></td><td align="right"></td><td align="right"></td></tr></tbody></table>

## Configuration Client - Operations

<table><thead><tr><th width="385">Task</th><th align="right">Manager</th><th align="right">Trainer</th><th align="right">N/A</th></tr></thead><tbody><tr><td>How to create/maintain Categories</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to create/maintain Departments</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to create/maintain PLUs</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to create/maintain Menus</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to execute a Group Price Change</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to set up a Touchscreen key</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to set up a keyboard Softkey</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to use Banner File</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to use Logo/Slogan File</td><td align="right"></td><td align="right"></td><td align="right"></td></tr></tbody></table>

## POS Report Functions

<table><thead><tr><th width="386">Task</th><th align="right">Manager</th><th align="right">Trainer</th><th align="right">N/A</th></tr></thead><tbody><tr><td>How to configure POS reports</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to close a period (Shift, Day, Month &#x26; Year)</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to print/reprint period reports</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to create/maintain Menus</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to print Flash Reports</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to print a Cashier Worksheet</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to close a Cashier Report</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to print a Cashier Report</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to force close a Cashier Report</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to print Payroll Reports</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to access/print Network Reports</td><td align="right"></td><td align="right"></td><td align="right"></td></tr></tbody></table>

## Report Navigator Functions

<table><thead><tr><th width="385">Task</th><th align="right">Manager</th><th align="right">Trainer</th><th align="right">N/A</th></tr></thead><tbody><tr><td>How to log into Report Navigator</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to save/archive reports</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to view individual report segments</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to configure/modify Group Reports</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to run pre-configured Group Reports</td><td align="right"></td><td align="right"></td><td align="right"></td></tr></tbody></table>

## Journal Browser Functions

<table><thead><tr><th width="384">Task</th><th align="right">Manager</th><th align="right">Trainer</th><th align="right">N/A</th></tr></thead><tbody><tr><td>How to log into Journal Browser</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How select current/previously closed period</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to apply search filters</td><td align="right"></td><td align="right"></td><td align="right"></td></tr></tbody></table>

## Transaction Manager Functions

<table><thead><tr><th width="384">Task</th><th align="right">Manager</th><th align="right">Trainer</th><th align="right">N/A</th></tr></thead><tbody><tr><td>How to log into Transaction Manager</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to save/archive period data</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How select current/previously closed period</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to apply search filters</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>Transaction Manager vs. Transaction Viewer</td><td align="right"></td><td align="right"></td><td align="right"></td></tr></tbody></table>

## Network Functions

<table><thead><tr><th width="383">Task</th><th align="right">Manager</th><th align="right">Trainer</th><th align="right">N/A</th></tr></thead><tbody><tr><td>How to test network connectivity</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to print network reports</td><td align="right"></td><td align="right"></td><td align="right"></td></tr></tbody></table>

## POS Procedures

<table><thead><tr><th width="384">Task</th><th align="right">Manager</th><th align="right">Trainer</th><th align="right">N/A</th></tr></thead><tbody><tr><td>How to log into Sales Mode</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to access CSR Menu</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to lock POS workstations</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to change fuel prices</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to process Pump Tests</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to process Refunds</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to do a Price Override</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>How to Void a ticket</td><td align="right"></td><td align="right"></td><td align="right"></td></tr></tbody></table>

## Basic Troubleshooting

<table><thead><tr><th width="385">Task</th><th align="right">Manager</th><th align="right">Trainer</th><th align="right">N/A</th></tr></thead><tbody><tr><td>Communication Errors – Fuel</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>Communication Errors – DCRs</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>Fuel troubleshooting – Pumps Reserved</td><td align="right"></td><td align="right"></td><td align="right"></td></tr><tr><td>Fuel Troubleshooting – Pumps on Hold</td><td align="right"></td><td align="right"></td><td align="right"></td></tr></tbody></table>

***

## Store Manager Acknowledgments

I hereby acknowledge that I have received copy of Verifone’s PA-DSS Implementation Guide from the installer.

Signature: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Date: \_\_\_\_ / \_\_\_\_ / \_\_\_\_\_\_

I hereby acknowledge that I have received training for the Back Office Commander Site Controller Procedures and feel capable of completing the tasks accurately and effectively.

Signature: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Date: \_\_\_\_ / \_\_\_\_ / \_\_\_\_\_\_

## Trainer Acknowledgments

I hereby acknowledge that I have provided training for the Back Office Commander Site Controller Procedures as well as a copy and explanation of the Verifone PA-DSS Implementation Guide.

Signature: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\
Company: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\
Date: \_\_\_\_ / \_\_\_\_ / \_\_\_\_\_\_


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