PaperCut “Start of Year” Checklist

Depending on your school’s individual configuration, there may be a number of PaperCut administrator tasks to perform to prepare your environment for the new school year.

This checklist includes all possible actions, some of which may not apply to your environment.

If in doubt, contact the RBM Service team for clarification.

1) Remove Deleted Users from PaperCut

At the beginning of the year, your IT Department should have completed any changes to staff and students to your school’s Active Directory network groups. These changes to Active Directory network groups updated in PaperCut automatically each night however PaperCut will not remove users automatically. This process must be run manually.

Here’s how: How to Remove Deleted Users from PaperCut



2) Add New Shared Accounts

If you use Shared Accounts (especially if those accounts represent classes) it is the time to add any new shared accounts and assign users to them.

Here’s how: How to Create a Shared Account



3) Review Users in Shared Accounts

As staff move between classes and roles, check who has access to which Shared Accounts.

Here’s how: How to Assign a User to a Shared Account



4) Review Shared Account Budget Amounts and Quota Schedule Dates

Before school starts, it is important to review budgets in line with data gathered from the previous year and expected volumes for the new year.

It is also important to check that the Shared Accounts will top up the budgets again by ensuring the Quota Scheduling dates are current.

Here’s how: How to Update Quota Schedule Dates & Amounts – Shared Accounts



5) Review Group Budget Amounts and Quota Schedule Dates

Just like Shared Accounts, it is also important to review budgets allocated at group level in line with data gathered from the previous year and expected volumes for the new year.

Here’s how: How to Update Quota Schedule Dates & Amounts – Groups



6) Assign PIN / Identity Numbers to New Users

Any users (staff or students) that have joined this year will need to have a new PIN / Identity Number assigned to them.

Here’s how: How to Allocate PINs to New Users



RBM PaperCut Knowledge Base Articles

PaperCut KB Home
User Management
How to Find a User’s PIN
How to Allocate PINs to New Users
How to Enable Shared Account Selection – Individual User
How to Enable Shared Account Selection – Users in a Group
How to Give a User an Unrestricted Budget
How to Create a Temporary / Guest User in PaperCut
How to Reset a Temporary User in PaperCut
How to Add a New User in PaperCut
How to Give a User PaperCut Administrator Access
How to Remove a User from PaperCut Administrator Access
How to Remove Deleted Users from Papercut
How to Restrict Colour Prints/Copies to a Group
Budgets
How to Create a Shared Account
How to Assign a User to a Shared Account
How to Update Budget Top Up Dates – Shared Accounts
How to Update Budget Top Up Dates – Groups
How to View/Refund a Print or Copy
How to View/Edit Page Costs
Reports
How to Run an Ad-hoc Report
How to Schedule a Regular Report
How to Change Details of a Scheduled Report
How to Generate a Report of User PINs / ID Numbers