Vault Settings

The Vault Settings screen provides configuration options for vault operations and shift management. This interface allows authorized staff to customize operational parameters, define accounting periods, and establish key operational policies for your venue's cash and chip management system.

What It Does

The Vault Settings interface enables customization of fundamental operational parameters that govern how the vault and cage systems function. It provides tools for defining vault names, configuring dealer/table relationships, establishing shift schedules, and setting other critical operational parameters that determine how financial transactions are processed and reported.

Who It's For

Vault managers, cage directors, compliance officers, and system administrators who need to configure operational settings, establish accounting periods, define workflow parameters, and ensure proper system configuration for regulatory compliance and operational efficiency.

Accessing Vault Settings

1. From the main CardOpz menu, click on the Vault icon (gray safe icon)

2. Select "Settings" from the left navigation panel

3. The Vault Settings screen will display with configuration options

Interface Components

Vault Identification

Basic vault identification settings:

• Name: Primary vault designation (e.g., "Secondary Vault")

Operational Configuration

Core operational parameters:

• Dealer or Table Checkout: Selection between modes

  • Dealer Only: Banks assigned to individual dealers

  • Table Only: Banks assigned to specific gaming tables

Shift Schedule Configuration

Definition of accounting periods and shift times:

• Day Shift Start Time: Beginning of day shift operations

• Swing Shift Start Time: Beginning of swing shift operations

• Graveyard Shift Start Time: Beginning of graveyard shift operations

Action Controls

Buttons for managing settings:

• Save Settings: Apply and store configuration changes

Using Vault Settings

Configuring Vault Identity

1. Enter the appropriate name for the vault

2. This name will appear throughout the system

3. Use consistent naming conventions across your operation

4. Document vault designations for reference

5. Consider regulatory naming requirements if applicable

Setting Operational Mode

1. Select either "Dealer Only" or "Table Only" based on your venue's operations:

   • Dealer Only: Banks are assigned to individual dealers by ID

   • Table Only: Banks are assigned to specific table positions

2. This selection determines how banks are issued and tracked

3. Consider your venue's procedures and regulatory requirements

4. Document the operational model for staff training

5. Configuration affects reporting and reconciliation processes

Establishing Shift Times

1. Set appropriate start times for each shift:

   • Day Shift: Typically morning operations (e.g., 8:00 AM)

   • Swing Shift: Typically afternoon/evening operations (e.g., 4:00 PM)

   • Graveyard Shift: Typically overnight operations (e.g., 12:00 AM)

2. These times define accounting periods for reporting

3. Align with your venue's staffing schedule

4. Consider gaming peak times when establishing shifts

5. Ensure proper coverage during shift transitions

Saving Configuration

1. After making any changes, click "Save Settings" button

2. Verify changes have been applied

3. Document configuration changes according to venue policies

4. Communicate relevant changes to affected departments

5. Update operational procedures to reflect new settings if needed

Best Practices

Configuration Management

• Document all configuration settings and changes

• Maintain historical records of setting modifications

• Review settings periodically to ensure optimal configuration

• Align settings with regulatory requirements

• Obtain appropriate authorization for configuration changes

Shift Management

• Align shift times with staffing schedules

• Consider business volume patterns when configuring shifts

• Ensure adequate staffing during shift transitions

• Define clear procedures for inter-shift balance transfers

• Train staff on shift-specific procedures

Operational Controls

• Choose dealer/table mode that matches your procedures

• Establish consistent application of operational policies

• Document the reasoning behind configuration choices

• Review effectiveness of settings periodically

• Consider operational efficiency when configuring parameters

Common Questions

How do shift times affect reporting?

Shift times define the accounting periods used for financial reporting, inventory tracking, and reconciliation processes. Transactions are grouped by shift based on these configured times, allowing for shift-level reporting and accountability. Reports can be filtered by shift for detailed analysis of operations during specific time periods.

Can I change between Dealer Only and Table Only modes?

While the system allows changing this setting, doing so has significant operational implications. Changing modes requires procedural adjustments, staff training, and potentially reconciling all outstanding banks. Make such changes during planned system updates with proper preparation and documentation.

Do shift times need to match our actual staffing schedule?

Ideally, system shift times should align with your actual staff scheduling for simplicity. However, they do not have to match exactly. The system shift times primarily define accounting periods rather than staff schedules. Some venues may operate different staff schedules while maintaining standard accounting periods.

What happens if I change a shift start time?

Changing shift start times affects how future transactions are categorized in the system. Historical data remains categorized according to the settings that were active when those transactions occurred. Plan shift time changes carefully, preferably at the beginning of an accounting period, to maintain reporting consistency.

Related Features

For more information on vault configuration, see:

• Vault Dashboard

• Vault Inventory

• Locations/Windows

• Employee Cage

• Shift Reports