License Sales Manual
Oregon Department of Fish & Wildlife
CONFIDENTIAL
Copyright © 2006 by Active Network. All Rights Reserved.
License Sales Manual
Oregon Department of Fish & Wildlife
TABLE OF CONTENTS
Section
page
1.0
Before You Begin .............................................................................. 3
2.0
Touch Screen Tips ............................................................................ 4
2.1
Power ......................................................................................... 4
2.2
Tilt ............................................................................................. 4
2.3
Environment ................................................................................ 4
2.4
Cleaning ..................................................................................... 5
3.0
ODFW Terminal Interface Overview..................................................... 5
4.0
User Levels ...................................................................................... 7
5.0
Launching The Licensing System ........................................................ 8
6.0
Logging Into The System ................................................................. 11
7.0
The Home Page .............................................................................. 12
8.0
Customer Search ............................................................................ 13
8.1
Hunter/Angler ID Search ............................................................. 15
8.2
Scan OR DL (Scan Oregon Driver License) Search .......................... 19
8.3
Scan Rec. License (Scan Recreational License) Search .................... 20
8.4
Name Search ............................................................................. 21
9.0
New Customer................................................................................ 22
10.0
Document Issuing Process ............................................................... 26
10.1
The Buy New Document Button.................................................... 26
10.2
The Reprint License Button .......................................................... 32
10.3
The Cancel Document Button ....................................................... 34
10.4
The Duplicate Document Button ................................................... 35
10.5
The Tag Exchange Button............................................................ 36
10.6
The HIP Survey Button ............................................................... 36
10.7
The Controlled Hunt Application Button ......................................... 39
10.8
The Mentored Youth Button ......................................................... 45
10.9
The Classes Button ..................................................................... 46
11.0
Menu Items ................................................................................... 48
11.1
The Hot Key Button .................................................................... 48
11.2
The Reports Button .................................................................... 49
11.3
The Admin Button ...................................................................... 53
11.3.A The Main Tab ........................................................................ 54
11.3.B The Manage Users Tab ........................................................... 54
11.3.C The Support History Tab ......................................................... 57
11.3.D The View Contract Tab ........................................................... 57
11.4
The Supplies Button ................................................................... 57
11.5
The Messages Button .................................................................. 59
11.6
The Training Mode Button ........................................................... 60
11.7
The Change Password Button ...................................................... 61
11.8
The View All Classes Button ......................................................... 62
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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License Sales Manual
Oregon Department of Fish & Wildlife
Welcome, ODFW License Sales Agent! This License Sales Manual will guide you
through the process of using your ODFW Internet Point of Sale (IPOS) touch-screen
terminal for issuing documents.
1.0
Before You Begin
o
Your terminal should be installed and configured according to the
Terminal Installation & Setup Guide.
o
You should have your agent login information (login ID and password).
ODFW will provide you with an Agent level login ID and password prior to
installation (see section 4.0 on page 7 for more on user levels).
o
If you are a Manager level user you should have a login ID and password
provided to you by your Agent level user.
o
If you are a Clerk level user you should have a login ID and password
provided to you by your Manager level user.
o
Review this entire manual before attempting to make document sales with
your IPOS system.
Figure 1.0
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Oregon Department of Fish & Wildlife
2.0
Touch Screen Tips
Your new IPOS terminal is a touch-screen computer. The IPOS terminal needs to
be given the same care and attention you would give a personal computer.
2.1
Power
A surge suppressor with 6 outlets is provided as part of the package. Please ensure
that both the printer and terminal are always connected to this suppressor. Make
sure you can provide stable, uninterrupted power. In the event of a thunderstorm
or other storm which could cause power supply issues, please shut down and
completely disconnect the terminal and printer from the surge suppressor to ensure
no electrical damage.
The equipment does not need to be powered down at night. The terminal will go
into a power-saving mode after a period of inactivity. To “wake up” the terminal
touch the screen. If it does not respond after a few seconds, the terminal may
have been shut down. To restart the terminal, touch the power button, which is the
largest round button on the lower-right edge of the terminal case (the bottom
button).
The printer does not need to be powered down at night. It is designed to stay on at
all times.
2.2
Tilt
The touch-screen may be adjusted over several degrees of movement to provide an
ideal viewing angle. However, the terminal does need to rest on a flat, stable
countertop. Make sure the terminal will not be knocked over as employees or
customers pass by. Also make sure the scanner will not tip over or be dropped on
the floor.
2.3
Environment
The terminals are computer-based electronic devices, which means they are not to
be exposed to water, high temperatures, high humidity, excessive dust or abuse.
The terminals should never be exposed to rain or splashing water or other liquids.
Placing the terminal near a deep fryer or source of heat will lead to premature
failure. The terminals should only be used in climate-controlled environments. The
touch-screen should never be used with dirty or wet hands.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Oregon Department of Fish & Wildlife
2.4
Cleaning
To clean the touch-screen, use a slightly moist cotton towel or paper towel. Do not
use any chemicals to clean the screen. Do not use any abrasive material, such as a
dry paper napkin, to clean the screen. The screen may be scratched if cleaned with
an abrasive material. Clean the printer and scanner with the same care given to
the terminal.
You will be responsible for any damage to the device from neglect or
misuse.
3.0
ODFW Terminal Interface Overview
The IPOS touch-screen terminals navigate by touch. You need to touch an item on
the page to select it. Neither a keyboard nor a mouse is needed. Every field or
entry for which you need to type in information, such as typing in a customer’s
name, requires you to touch the field into which you want to enter information.
Then a keyboard will be displayed on the screen, which will allow you to enter the
information. To move to another field, such as Date of Birth, touch that field and
the keyboard will automatically appear. See an example of the on-screen keyboard
in Figure 3.0 on page 6.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Oregon Department of Fish & Wildlife
Figure 3.0
***Note: If your screen seems to be “off” when you touch it, you
might need to recalibrate it. To do this after you have logged in, touch
the Exit button in the top-right corner of the screen to return to the
ACCESS THE OUTDOORS! page, shown in Figure 5.2 on page 10.
Then touch the Terminal Administration button in the top-right
corner of the screen to return to the TERMINAL ADMINISTRATION
page, shown in Figure 5.0 on page 8. Then touch the Touch Screen
Calibration button. Follow the steps on the screen to recalibrate your
terminal.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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License Sales Manual
Oregon Department of Fish & Wildlife
4.0
User Levels
The IPOS system has three user levels. Depending on the type of user level you
have, you may perform different tasks.
User Levels
o Agent
o
o
Can only create other users (Managers and
Clerks)
Manager
o
o
o
o
Can
Can
Can
Can
o Clerk
o
o
Can sell licenses
Can view some reports
sell licenses
create other users (Managers or Clerks)
view all sales reports
access all administrative features
Figure 4.0
Each user is assigned a login ID (also called a username) and a password. Every
login ID must be unique; there can not be two people using the same login ID
anywhere in the statewide system. However, the same password may be used by
different people.
Agent level login IDs and passwords are assigned by ODFW only; you may not
create other Agent level users. One Agent level login ID is assigned to each store.
Only store owners or managers should have access to the Agent level login ID and
password.
Manager level login IDs may be created by either the Agent level user or other
Manager level users. Managers have access to all administrative functions and
reports. We suggest only store managers or supervisors be given Manager level
login IDs. Clerk level login IDs may be created by Agent level users or Manager
level users. Clerk level users may view some reports, access some administrative
functions, and sell documents. We suggest most employees be assigned a Clerk
level login ID.
All users with access to the system should have a personal login ID and password;
we do not recommend users sharing login IDs and passwords. It is the
responsibility of the Agent level user to administer and assign login IDs. There are
two ways to create new user accounts: 1) log in with the Agent level login ID and
create accounts for either Managers or Clerks, or 2) log in with a Manager level
login ID and create user accounts through the Admin button on the HOME page
(for more information on the HOME page, see section 7.0 on page 12).
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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License Sales Manual
Oregon Department of Fish & Wildlife
5.0
Launching The Licensing System
After being turned on, the IPOS touch-screen terminal displays the TERMINAL
ADMINISTRATION page, shown in Figure 5.0 below, when it has finished starting
up.
Figure 5.0
The TERMINAL ADMINISTRATION page has four buttons:
○
The License Sales button initiates a connection to the IPOS network and
takes you to the login page, called the ACCESS THE OUTDOORS! page.
○
The Touch Screen Calibration button allows you to recalibrate, or
realign, the touch-screen interface if it becomes difficult to use.
○
The Terminal Administration button is used by Technical Support and
when configuring the terminal for dialup or broadband connections.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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License Sales Manual
Oregon Department of Fish & Wildlife
○
The Restart/Shutdown button is used to restart or shut down the
terminal.
To enter the IPOS network and begin issuing documents, touch the License Sales
button. It may take several seconds to react while the system is making a
connection to the Internet.
If you are using a dialup connection to access the Internet, you will see a window
like the one in Figure 5.1 below. Touch the Connect button and allow about 30
seconds for the dialup modem to connect to the IPOS network.
Figure 5.1
You will then be taken to the ACCESS THE OUTDOORS! page, shown in Figure 5.2
on page 10.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Oregon Department of Fish & Wildlife
Figure 5.2
When you first reach the ACCESS THE OUTDOORS! page, the Login ID field will be
red. Then a progress bar will appear. While the system is initializing the word
Initializing will appear on the progress bar. When the system has finished
initializing the word on the progress bar will change to Ready and the Login ID field
will turn green. At this point you have successfully connected to the IPOS network.
You may now use your login ID and password to log into the network. If you do
not get the ACCESS THE OUTDOORS! page when you touch the License Sales
button or the system does not initialize successfully, the most likely explanation is
that you do not have a good Internet connection for the terminal.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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License Sales Manual
Oregon Department of Fish & Wildlife
6.0
Logging Into The System
If this is the first time for anyone at your store to use the system, you will only
have an Agent level login ID and password assigned. Enter the Agent login ID and
password. You will then be prompted to create user accounts (accounts for
Managers or Clerks) in order to begin document sales.
If your store has been selling documents, but you are new to the system, log in
with the login ID and password provided by your Agent level user or Manager level
user.
All new users (Manager level or Clerk level) will be required to issue a document in
the training mode before being able to issue real documents. Please see section
11.6 on page 60 for more information on the training mode. You will also be
required to re-visit the training mode every 6 months; this will be controlled by the
system.
***Note: If you try to log in with either an incorrect login ID or an
incorrect password 3 times, the system will lock you out and you must
contact your Agent level user, Manager level user, or the Agent Hotline
to have your account unlocked or your password reset to the default
password.
If you have not been given a password, or have just had an account created for you
as a Manager or Clerk, your password will be the word PASSWORD. This is the
default password. Once you have signed into the system, you will be prompted to
create your own password.
Once you correctly enter your Manager or Clerk level login ID and password, you
will be taken to the HOME page, shown in Figure 7.0 on page 12.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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License Sales Manual
Oregon Department of Fish & Wildlife
7.0
The HOME Page
All users will be taken to the HOME page, shown in Figure 7.0 below, when they log
in. Depending on your user level, and what permissions your Agent level user has,
different features will be available.
Menu Items
Customer Search
Figure 7.0
Above is an example of a HOME page for a Manager level user. The two main parts
of the HOME page have been outlined in red in this example. Along the left side of
the page is the Menu Items section. Touching one of the Menu Items buttons takes
you to other features of the license sales system (see section 11.0 on page 48 for
more information on these features). In the center of the page is the Customer
Search section, which includes the four search method tabs along the top and the
following nine transaction buttons below the search tabs (see section 10.0 on page
26 for more information on these transaction buttons):
○
The Buy New Document button is the most commonly used transaction
button; it allows a customer to purchase a new license, tag or other
document.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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License Sales Manual
Oregon Department of Fish & Wildlife
○
The Reprint License button allows a previously issued license for a
customer to be reprinted; subject to the reprint rules set by ODFW.
○
The Cancel Document button allows you to cancel a previously issued
document; subject to the cancellation rules set by ODFW.
○
The Duplicate Document button allows the sale of a duplicate of a
previously issued document (only ODFW offices may duplicate documents
that are not licenses).
○
The Tag Exchange button allows the customer to exchange one tag for
another tag (when available and only at an ODFW office).
○
The HIP Survey button allows the customer to report the upland and
migratory bird harvest information.
○
The Controlled Hunt Application button allows the customer to
purchase a controlled hunt application.
○
The Mentored Youth button allows the customer to obtain a mentored
youth hunter registration certificate.
○
The Classes button allows the customer to register for Bowhunter
Education, Hunter Education and Outdoor Skills classes.
During the search process, after you have entered the information required for
finding the customer’s record, the next step is to touch the correct season button (if
there is a choice) and then touch one of these transaction buttons.
In the top-right corner of the page are navigation buttons. On this page are the
Exit and Help buttons. Touching the Exit button will log you out of the network,
and take you back to the ACCESS THE OUTDOORS! page. Touching the Help
button will display help content about the system and document sales. Once a
document sale has been started, or other menu items are selected and the user is
taken to other pages, a green Home button will be displayed alongside the Exit
button. The Home button will always take you back to the HOME page.
At the bottom of the page are displayed the Agent Hotline telephone number, your
agent number, your terminal number, your name, and your user level (Manger or
Clerk).
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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License Sales Manual
Oregon Department of Fish & Wildlife
8.0
Customer Search
The document sale process has several steps, beginning with the customer record
search, except for Hot Key items (see section 11.1 on page 48 for information on
Hot Key items). The simplest process involves finding an existing customer record.
Finding a customer record in the database means you will have to enter little, if
any, customer information. It will also ensure that the customer’s purchases are all
kept under the same customer record. However, if a document is being sold to a
new customer (a customer not found in the database and who has not had an
ODFW recreational document in the past) you will have to provide additional
information to create the customer’s record in the system. For customers with
records that can be found in the database, we will pre-fill any information we
already have on file for the customer.
In any case, it is much faster to search for an existing customer record (using all
the search methods possible, if necessary) than it is to create a new customer
record. We highly recommend confirming with the customer whether or not he or
she has purchased an ODFW recreational document in the past. If the customer
has purchased an ODFW recreational document in the past, but your first search
was unsuccessful, please try a different search method, rather than creating a new
customer record. The searches you choose may depend on what information your
customer can provide.
For any search method to be successful, the information you enter must match
exactly the information in the record. If the customer information you entered is
correct, and the customer has had a recreational document from ODFW in the past,
but the record is not found, please try a different spelling of the name, or select
another search method and try the search again.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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License Sales Manual
Oregon Department of Fish & Wildlife
8.1
Hunter/Angler ID Search
Figure 8.0
For a Hunter/Angler ID search touch the Hunter/Angler ID tab. When it is selected
it will appear darker and the tab label will appear in white text. Then touch the
Hunter/Angler ID field (the white box filled with XXXs, as shown in Figure 8.0
above) and a numeric keypad will appear which can be used to enter the ID
number. Then touch the first field for the Date of Birth and key in the date, or
touch the on-screen calendar icon to activate a pop-up calendar. The pop-up
calendar is available whenever a date is required.
***Note: If you activate the calendar but do not wish to use it, touch
the "X" in the calendar's upper-right corner to minimize it.
An example of the calendar, for the date of December 14, 2006, is shown in Figure
8.1 on page 16. Use the buttons at the top of the calendar to quickly move months
or years forward or backward. For example, if you touch the -10Y button,
December 14, 1996 will display. Touch the day of birth on the calendar and that
date will appear in the Date of Birth middle field. Now touch the correct season
button (if there is a choice) and then touch one of the nine transaction buttons
(Buy New Document, Reprint License, etc.).
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Oregon Department of Fish & Wildlife
.
Figure 8.1
If the customer’s record is found in the database, you will be taken to the PROFILE
CONFIRMATION page, shown in Figure 8.2 on page 17.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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License Sales Manual
Oregon Department of Fish & Wildlife
Figure 8.2
If the information displayed is correct touch the Continue button and you will be
taken to the next step in the document issuing process (see section 10.0 on page
26 for more on the document issuing process). If the information displayed on the
PROFILE CONFIRMATION page is not correct touch the Modify button and correct
the information.
If the customer’s record is not found in the database, the message in the example
shown in Figure 8.3 on page 18 will be displayed and the New Customer button
will appear.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Oregon Department of Fish & Wildlife
Figure 8.3
Before adding a new record for your customer, confirm that your entry of the
information is correct. If you made an error, correct the information and touch the
transaction button again. If your entry of the information is correct and your
customer has had an ODFW recreational document in the past, please try another
search method. If you are still unable to find the customer’s record please call the
Agent Hotline at 1 (800) 293-3762 for assistance in finding the record. Otherwise,
touch the New Customer button to create a new customer record.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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License Sales Manual
Oregon Department of Fish & Wildlife
8.2
Scan OR DL (Scan Oregon Driver License) Search
Figure 8.4
For a Scan OR DL search touch the Scan OR DL tab, as shown in Figure 8.4 above.
Then scan the Oregon Driver License by holding the back of the license in front of
the scanner. If the barcode like the one shown in Figure 8.5 below is recognized,
the scanner will beep.
Figure 8.5
The message “Importing Customer” may display for several seconds after the
Oregon Driver License is scanned. Wait until the driver license number appears in
the white box before selecting a season (if a choice exists), and one of the
transaction buttons.
If the customer’s record is found in the database, you will be taken to the PROFILE
CONFIRMATION page. If the information displayed is correct touch the Continue
button and you will be taken to the next step in the document issuing process (see
section 10.0 on page 26 for more on the document issuing process). If the
information displayed on the PROFILE CONFIRMATION page is not correct touch the
Modify button and correct the information.
If the customer’s record is not found in the database, the message “A Customer
was not located with the above information…” will be displayed and the New
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Oregon Department of Fish & Wildlife
Customer button will appear. If the customer information in the barcode is
correct, and your customer has had an ODFW recreational document in the past,
please try another search method. If you are still unable to find the customer’s
record please call the Agent Hotline at 1 (800) 293-3762 for assistance in finding
the record. Otherwise, touch the New Customer button to create a new customer
record.
Your scanner will recognize driver license barcodes only from Oregon licenses.
8.3
Scan Rec. License (Scan Recreational License) Search
Figure 8.6
Any recreational document carrying an ODFW Hunter/Angler ID number and issued
using the IPOS touch-screen system may be scanned. Touch the Scan Rec. License
tab, as shown in Figure 8.6 above. After scanning the barcode on the customer’s
document, wait until the Hunter/Angler ID number appears in the white OR License
field before selecting a season (if a choice exists), and one of the transaction
buttons (Buy New Document, Reprint License, etc.).
If the customer’s record is found in the database, you will be taken to the PROFILE
CONFIRMATION page. If the information displayed is correct touch the Continue
button and you will be taken to the next step in the document issuing process (see
section 10.0 on page 26 for more on the document issuing process). If the
information displayed on the PROFILE CONFIRMATION page is not correct touch the
Modify button and correct the information.
If the customer’s record is not found in the database, the message “A Customer
was not located with the above information…” will be displayed and the New
Customer button will appear. If the ODFW document you scanned has the correct
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Oregon Department of Fish & Wildlife
customer name, date of birth, etc. on it please try another search method. If you
are still unable to find the customer’s record please call the Agent Hotline at 1
(800) 293-3762 for assistance in finding the record. Otherwise, touch the New
Customer button to create a new customer record.
If scanning the ODFW document brings up the record for a different customer you
should select another search method and try the search again.
8.4
Name Search
Figure 8.7
For a Name Search touch the Name tab, as shown in Figure 8.7 above, and enter
the first and last names of the customer in the appropriate fields. Enter the date of
birth utilizing the onscreen keypad or the pop-up calendar, select a season (if a
choice exists), and one of the transaction buttons (Buy New Document, Reprint
License, etc.).
If the customer’s record is found in the database, you will be taken to the PROFILE
CONFIRMATION page. If the information displayed is correct touch the Continue
button and you will be taken to the next step in the document issuing process (see
section 10.0 on page 26 for more on the document issuing process). If the
information displayed on the PROFILE CONFIRMATION page is not correct touch the
Modify button and correct the information.
If the customer’s record is not found in the database, the message “A Customer
was not located with the above information…” will be displayed and the New
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Oregon Department of Fish & Wildlife
Customer button will appear. Before creating a new record for your customer,
confirm that your entry of the information is correct. If you made an error, correct
the information and touch the transaction button again. If the customer
information is correct, and your customer has had an ODFW recreational document
in the past, please try a different spelling of the name (sometimes mistakes are
made when a new record is created, and sometimes the customer will provide a
different version of his or her name than the name given when the record was
created), or try another search method. If you are still unable to find the
customer’s record please call the Agent Hotline at 1 (800) 293-3762 for assistance
in finding the record. Otherwise, touch the New Customer button to create a new
customer record.
9.0
New Customer
For new customers (those who have not previously had ODFW recreational
documents issued in their names) you will have to enter information to create their
customer records.
Once you have performed a search and determined that the customer does not
have a record in the database, you may touch the New Customer button, shown
in Figure 8.3 on page 18, to begin the process of creating a new customer record.
Once you have touched the New Customer button, you will be brought to the first
NEW CUSTOMER page, shown in Figure 9.0 on page 23. Please note that some
fields are required, while others are not. If a field has an asterisk “*” next to it, it
is required. Otherwise, it is optional.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 9.0
When you touch each field to enter information, the on-screen keyboard will be
displayed and allow you to enter data. Some fields, such as Gender, have a small
arrow pointing down along the right hand side of the entry box; these are dropdown menu boxes. Touch the arrow and then touch your selection. For fields
requiring the entry of a state, such as Driver License # and the Residence and
Mailing Addresses, an on-screen keyboard will be displayed with only state
abbreviations to save time and reduce errors.
Once you have entered all the information the customer can provide, touch the
Continue button. You will be taken to the second NEW CUSTOMER page for this
customer, shown in Figure 9.1 on page 24.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Oregon Department of Fish & Wildlife
Figure 9.1
Enter residence and mailing address information using the on-screen keyboard.
***Note: There is a tan button labeled Same As Residence that will
copy the residence address you entered into the mailing address fields,
saving you data entry time.
At the bottom of the page, you can click the Cancel, Back, or Save buttons.
o
The Cancel button will abort this transaction.
o
The Back button will take you back to where you can modify information
on the previous page.
o
The Save button will create the new customer record.
After clicking the Save button, you will be taken to a PROFILE CONFIRMATION
page, such as the one shown in Figure 9.2 on page 25.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Oregon Department of Fish & Wildlife
Figure 9.2
This will allow you to review the information you entered to create this customer
record. If some information is incorrect, touch the Modify button and correct the
information. Otherwise, touch the Continue button and you will be taken to the
LICENSE SELECTION page. The process from this point forward is the same as it is
for an existing customer (see section 10.0 on page 26 for more information on the
document issuing process).
Once you have finished issuing a document for this new customer, the customer
will be given a Hunter/Angler ID and be permanently established in the database.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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10.0
Document Issuing Process
The document issuing process, which begins with a customer record search, allows
the issuing of any ODFW recreational document available to your customer.
Regardless of the search method used to either find an existing customer record or
create a new customer record, the ODFW system will automatically enforce
business rules and regulations on the customer. For example, the system will
automatically adjust prices for Resident/Non Resident, seniors, youth, etc.
The document issuing process has several steps. Once you have found an existing
customer record and touched the Continue button on the PROFILE CONFIRMATION
page, you will be taken to the next page associated with the transaction button you
touched on the HOME page. If you created a new customer record you will always
be taken to the LICENSE SELECTION page once you have touched the Continue
button on the PROFILE CONFIRMATION page.
10.1
The Buy New Document Button
Touching the Buy New Document button after entering customer search
information will take you to the LICENSE SELECTION page, shown in Figure 10.0 on
page 27.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.0
The LICENSE SELECTION page has a section at the top that displays the customer
information found in the database. In the example in Figure 10.1 below it shows the
information for John Doe.
Figure 10.1
If any of this information is incorrect, you should touch the Modify Customer
button and correct it. Once you have confirmed the information, you can select the
documents the customer wants to purchase. Please notice there are eight tabs at
the top of the page – License, Tag, Bird, Special, General, Raffles, Mentored Youth,
and Duplicates, shown in Figure 10.2 on page 28. Touching the different tabs will
bring up different pages for different kinds of documents. Please take the time to
select each of these tabs and sub-tabs to see what documents are available under
each of them.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.2
If the customer wants a license select the License tab and then select the correct
sub-tab for the type of license the customer wants. Touch the white square to the
left of the license desired to select it, as shown in Figure 10.3 below.
Figure 10.3
This will highlight your selection. You may highlight many different types of
licenses from different tabs simultaneously. For example, you could select the
FOUR DAY ANGLING LICENSE from the ANGLING tab, and then touch the
SHELLFISH tab and select a shellfish license to issue them both at the same time.
For some document types, you may issue more than one document of that type.
For these documents, touch the Qty field. This will bring up a number pad that will
allow you to enter the quantity the customer requests.
Once all the documents the customer wants have been selected, you may touch the
Continue button to begin the checkout process. A LICENSE QUESTIONS page may
then be displayed depending on the documents selected in the previous step. This
page allows you to answer questions regarding the documents you have selected
for the customer. In the example, shown in Figure 10.4 on page 29, the start date
for a FOUR DAY ANGLING LICENSE must be entered.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.4
If the customer wants to modify the selected documents or add more documents to
the purchase, touch the Modify button at the bottom of the page. Otherwise,
touch the Continue button.
Touching the Continue button takes you to the PURCHASE CONFIRMATION page,
shown in Figure 10.5 on page 30.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.5
If a mistake is made and incorrect documents are selected, this page gives you an
opportunity to add, or remove documents before completing the transaction.
The final page in the sale process is the DOCUMENT PURCHASE page, shown in
Figure 10.6 on page 31.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.6
This page shows the Customer Name and License Fee for the selected customer.
On this page you may touch the Details button, and be taken back a screen, where
you may view or modify selected documents; or you may touch the Remove box,
and completely remove the customer from the checkout process.
There are four buttons at the bottom of the page.
o
The CANCEL button will completely cancel this purchase and return you
to the HOME PAGE.
o
The Add Customer button allows you to add another customer to this
total. This is especially useful for families or groups paying together, as
all the individual purchases will be added into the Grand Total fee. This is
the amount due for all customers listed on this page. To add a customer,
touch the Add Customer button on the DOCUMENT PURCHASE page. A
page will be displayed that will allow a search for a new customer record
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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to be added to the group, or select previously associated customers from
past purchases.
You may add up to 10 customers to a single DOCUMENT PURCHASE page.
To do this, just touch the Add Customer button and add the customers.
ODFW will associate any customers added to the group for future
purchases. If these customers return to purchase licenses together in the
future, then they will be able do so as a group. Please note the Grand
Total amount at the bottom of the page; this is the amount due for all
customers listed on this page.
o
The Controlled Hunt button takes you to the page that has the
Controlled Hunt window listing the various controlled hunt series for which
applications may be purchased. This allows you to add a controlled hunt
application to the purchase.
o
The Purchase button is used to complete the transaction. Agents should
collect the fee for the customer’s purchase at this time. Touching this
button will process all selected documents for all the customers you have
on the screen. The printer will print the documents, and you will be taken
back to the HOME page. The Grand Total fee will be displayed on the
HOME page for reference.
10.2
The Reprint License Button
Touching the Reprint License button after entering customer search information
will take you to the LICENSE REPRINT page, shown in Figure 10.7 on page 33.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.7
On this page is a window titled Your Purchases, which lists all of the customer’s
purchases. On the right side of the window is a Reprint column with boxes next to
all of the documents that the agent can reprint. To reprint a license, touch the box
for the license. Doing this will enter a check mark in the box and cause a dropdown menu to appear. This drop-down menu is for you to provide the reason that
you wish to reprint the license. There are only two choices on the menu: “Item did
not print.” and “Item partially printed.” You must select one of these reasons to be
able to reprint the license.
After selecting a reason from the drop-down menu, touch the Continue button.
Then the license will be reprinted.
Agents are only allowed to reprint (as opposed to duplicate) a license they issued,
not other types of documents or documents issued by other agents. Also, they may
only reprint licenses within 30 minutes of the time they were issued.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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10.3
The Cancel Document Button
Touching the Cancel Document button after entering customer search information
will take you to the LICENSE CANCELLATION page, shown in Figure 10.8 below.
Figure 10.8
On this page is a window titled Your Purchases, which lists all of the customer’s
documents that the agent is allowed to cancel. Agents are only allowed to cancel
documents issued at the agent’s store and only if the documents were issued
during the current day. If the customer has no documents that the agent is
allowed to cancel there will be a message in red text in this window that says “No
documents to cancel”.
On the right side of the window is a Cancel column with boxes next to all of the
documents that the agent can cancel. To cancel a document touch the box in the
Cancel column by the document you wish to cancel. This will put a check mark in
the box. Next, touch the Continue button. This will cause a CONFIRM WINDOW to
pop up that asks, “Are these documents being returned:” Then it lists the
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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documents you selected to be cancelled. Whether or not you have documents to
return, this question must be answered yes to cancel any documents.
If you have the documents that were cancelled staple the cancel receipt to the front
of them and return them to ODFW. If you are cancelling documents because they
did not print, you should write on the cancel receipt the note, “did not print” and
send it to ODFW. If neither the documents nor the cancel receipt prints write a
note to ODFW stating what documents were cancelled, the customer’s
hunter/angler ID number, the date the documents were cancelled and a statement
that neither the documents nor the cancel receipt printed.
10.4
The Duplicate Document Button
Touching the Duplicate Document button after entering customer search
information will take you to the LICENSE SELECTION page with the Duplicates tab
selected, as shown in Figure 10.9 below.
Figure 10.9
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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On this page are listed the documents the customer has purchased. The ones you
may duplicate will have a box to the left of them that you may touch to select them
for duplication. Agents are allowed to duplicate only licenses. For duplicates of
other types of documents please refer your customer to an ODFW office.
10.5
The Tag Exchange Button
Since only ODFW offices are allowed to perform tag exchanges, if you enter
customer search information and touch the Tag Exchange button a page will
appear with a Your Purchases window and the message, “You are not authorized to
perform tag exchanges.” in red text. If your customer wants a tag exchange please
refer him or her to an ODFW office that is authorized to exchange tags.
10.6
The HIP Survey Button
If the customer answered no to the question, “Do you want to take the HIP
survey?” when obtaining a hunting license, and later wants to obtain bird
validations you will need to enter customer search information on the HOME page
and touch the HIP Survey button. This will take you to the LICENSE SURVEY
page, shown in Figure 10.10 on page 37.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.10
Select yes from the “Would you like to take the HIP survey?” drop-down menu and
touch the Continue button. This will bring up the first few Harvest Information
Program (HIP) survey questions, as shown in Figure 10.11 on page 38.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.11
To the right of the Item Question/Answer window are two triangles, one pointing up
and the other pointing down. To see the other HIP survey questions touch the
triangle pointing down to scroll down. All of the questions must be answered before
you touch the Complete button or touching it will not take you to the next page
and the HIP validations will not be issued.
There are three kinds of HIP validations, a migratory HIP validation, an upland HIP
validation and a crow HIP validation. When customers obtain these validations
through the HIP Survey button (rather than the Buy New Document button at
the time the hunting license is issued) the system prints them on a new copy of the
customer’s hunting license. Please give the new copy of the hunting license to the
customer and destroy the old one.
To obtain the migratory HIP validation the customer must answer yes to the survey
question, “DO YOU INTEND TO HUNT MIGRATORY GAME BIRDS DURING THE
UPCOMING SEASON?” To obtain the upland HIP validation the customer must
answer yes to the survey question, “WILL YOU HUNT ANY UPLAND GAME BIRDS
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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THIS HUNTING SEASON?” To obtain the crow HIP validation the customer must
answer yes to the question, “WILL YOU HUNT CROW?”
When the customer has answered yes to the migratory and upland HIP survey
questions, and completed the survey, the Upland Bird Stamp and the Waterfowl
Bird Stamp validations may be issued. The ODFW bird stamps are validations
printed on the hunting license, like the HIP validations, rather than actual stamps
(although customers who have purchased the bird stamp validations may obtain
the actual stamps at no extra charge by using the game bird stamp mail order form
found in the Game Bird Regulations - both the hard copy and the online copy).
There is also a federal waterfowl stamp, not issued using the ODFW IPOS system,
that is an actual stamp, which is to be attached to the back of the hunting license.
Customers may find out where to purchase the federal waterfowl stamps by
contacting the Post Office or the US Fish and Wildlife Service.
Oregon residents may purchase the ODFW Upland Bird Stamp validation and the
ODFW Waterfowl Bird Stamp validation separately, however non-residents may not.
For non-residents there is only the Nonresident Game Bird Stamp validation. Since
this validation allows non-residents to hunt both upland and migratory birds, nonresidents who want to purchase this validation must answer yes to both the
migratory and upland HIP survey questions (i.e. yes to both the “DO YOU INTEND
TO HUNT MIGRATORY GAME BIRDS DURING THE UPCOMING SEASON?” question
and the “WILL YOU HUNT ANY UPLAND GAME BIRDS THIS HUNTING SEASON?”
question).
10.7
The Controlled Hunt Application Button
Touching the Controlled Hunt Application button after entering customer search
information will take you to a page with a Controlled Hunt window that lists the
various controlled hunt series, for which applications may be purchased, as shown
in Figure 10.12 on page 40. To the left of each series is a round box that may be
used to select that particular series. Only one series may be selected at a time.
When you get to the PURCHASE CONFIRMATION page there will be a Submit
Another button on the page that will allow you to add other controlled hunt
applications before touching the Purchase button.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.12
After selecting a particular series touching the Continue button will take you to the
next page which has a Controlled Hunt Application Type window, as shown in Figure
10.13 on page 41. This window allows you to select an Individual Application, a
Group Leader Application or a Group Member Application.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.13
In the example above an Individual type of application has been selected.
Selecting a Group Member type of application will cause fields for the Group Leader
Hunter/Angler ID, the Group Leader License Number and the Group Leader Name to
appear on the page, as shown in Figure 10.14 on page 42.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.14
You must enter Group Leader information into one of these boxes so that the
system can locate the Group Leader’s record. The customer must be able to
provide the information necessary for the system to locate the Group Leader’s
record. If you enter the Group Leader’s Hunter/Angler ID number into the top field
you must then touch one of the other fields before the system will search for the
Group Leader’s record. When the system locates the Group Leader’s record it will
display the Group Leader’s hunting license number and name in the appropriate
fields and delete the Hunter/Angler ID number from the top field.
After selecting an application type (and in case a Group Member type was selected,
after the system has located the Group Leader’s record) touching the Continue
button on this page will take you to the next page, which will have a window for
entering the Controlled Hunt Choices the customer wants for the particular series
that was selected, as shown in Figure 10.15 on page 43.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.15
The Controlled Hunt Choices window has fields for 5 possible regular controlled hunt
choices plus fields for a Land Owner Preference choice for customers already signed
up with a landowner. For each of the 6 possible hunt choices there are 2 fields.
The field on the left is where you enter the controlled hunt number. When you
enter a controlled hunt number into the field on the left the system will search for
that hunt and when it finds it the name of the hunt will be displayed in the field on
the right.
Customers who are qualified to select a Land Owner Preference choice may apply
for only the Land Owner Preference, or they may apply for the Land Owner
Preference in addition to other choices.
Until you enter a valid hunt number the Continue button will be inactive, which will
be indicated by the word Continue being shown in grey letters. Once a valid hunt
number has been entered the letters will change to white, as shown in Figure 10.16
on page 44.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.16
Touching the Continue button at this point will take you to the PURCHASE
CONFIRMATION page, shown in Figure 10.17 on page 45.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.17
This page shows the name of the controlled hunt application series and the fee for
the application. Near the bottom of the page are Modify, Submit Another, and
Purchase buttons. Touching the Modify button will take you back to the page
with the hunt choices fields so that you may change the hunt choices for the series
that was selected. Touching the Submit Another button will take you back to the
page with the various controlled hunt application series listed, so that you may add
another controlled hunt application. Touching the Purchase button will complete
the transaction.
10.8
The Mentored Youth Button
Touching the Mentored Youth button after entering customer search information
will take you to the LICENSE SELECTION page with the Mentored Youth tab
highlighted, as shown in Figure 10.18 on page 46.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.18
This page allows you to issue a MENTORED YOUTH HUNTER REGISTRATION
certificate.
10.9
The Classes Button
Touching the Classes button after entering customer search information will take
you to the CLASSES SELECTION page, as shown in Figure 10.19 on page 47.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 10.19
This page allows customers to register for Bowhunter Education, Hunter Education
and Outdoor Skills classes. The drop-down menu near the top of the page allows
you to display the classes for all Oregon counties or for an individual county.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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11.0
Menu Items
The Menu Items section along the left hand side of the HOME page, shown in Figure
11.0 below, contains all the sub-features of the ODFW IPOS system. Depending on
whether your terminal is in an ODFW office or not, your login level (Manager/Clerk),
and the products being offered, different items will be available for selection. Below
is a list of the most common menu item buttons and a description of what they
allow you to do.
Figure 11.0
11.1
The Hot Key Button
Touching the Hot Key button will take you to the HOT KEY page, shown in Figure
11.1 on page 49.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 11.1
This page displays a set of Hot Key documents that do not require the customer to
have a record in the database. Immediately upon selecting a Hot Key item, you will
be taken back to the Home page, a message will display in the middle of the page,
and the Hot Key document will print. This message will tell you the total amount
you need to collect from the customer.
To sell another Hot Key document, touch the Hot Key button again.
11.2
The Reports Button
Touching the Reports button will take you to the REPORTS page of the IPOS
licensing system, shown in Figure 11.2 on page 50.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 11.2
Depending on your user level (Clerk or Manager), you will be able to access
different types of reports. We will use reports available to Managers as examples.
There are currently six types of reports available to Managers with a tab on the
REPORTS page for each of them:
○
The Daily Sales report shows a summary of sales on a given day.
○
The Daily Sales Detail report is similar to the Daily Sales report, except
that you can view information about each transaction performed on the
selected day, broken down by customer transaction. This report is not
available to Clerks.
○
The Weekly Billing Invoice report shows all important accounting
information regarding your sales for a given billing invoice period. This is
the report best suited to tell you what funds ODFW will sweep from your
account.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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○
The Weekly Sales report shows your sales broken down by week.
○
The Returns report allows you to view Returns and their status.
○
The Clerks report allows you to view sales broken down by the Clerk who
sold the documents.
***Note: For all reports that allow you to search by date, you
can touch the calendar icon, seen at right in Figure 11.3, to
quickly find the dates you want.
Figure 11.3
Many reports have a Today button. Touch this button to quickly run that report for
the current day.
Most reports can be printed with the IPOS printer. In the example shown in Figure
11.4 below, there is a Print Report button on the left side of the page. Touch this
button to print the report.
Figure 11.4
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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For longer reports, particularly the Daily Sales Detail report, use the arrows to the
right of the report to scroll up and down. The Daily Sales Detail report can not be
printed using the IPOS printer, but may be printed by the Agent level user, who
may log into the Control Center with a personal computer.
Some reports have pre-set date ranges, such as the Weekly Billing Invoice, shown
in Figure 11.5 below. Touch the Year, Month, and Week that you wish to view.
This will bring up the report for that week.
Figure 11.5
The Clerks report allows you to break down sales by the clerk who issued the
documents, as shown in Figure 11.6 on page 53. First touch the white box next to
the name of the clerk for whom you want to search (you may select more than
one). You might have to use the scroll buttons to scroll down the list to find all the
Clerks.
Enter the Start and End date of your search by touching the boxes and using the
on-screen keypad or by using the calendar. Once you have selected the proper
dates, touch the GO button.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 11.6
11.3
The Admin Button
Touching the Admin button will take you to the AGENT ADMIN page, shown in
Figure 11.7 on page 54.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 11.7
The AGENT ADMIN page has four tabs, the Main tab, the Manage Users tab, the
Support History tab and the View Contract tab.
11.3.A
The Main Tab
Touching the Main tab will take you to the Main section, as shown in Figure 11.7
above, which allows you to view Agent information such as phone number, fax
number, address, and terminal information. If any information is incorrect or
requires updating, please notify ODFW.
11.3.B
The Manage Users Tab
Touching the Manage Users tab will take you to the Manage Users section which
allows you to create, edit, or inactivate users assigned to your Agent, as shown in
Figure 11.8 on page 55.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 11.8
***Note: To view all of the options on this page requires you to scroll
to the bottom. You may scroll to the bottom of the page by using the
arrows on the right side of the page, shown at right in Figure 11.9. The
Automatic Terminal Logout section of this page, which allows you to
control when the system automatically logs out, is located at the bottom
of the page.
Figure 11.9
To create a new user touch the fields for First and Last Names and use the onscreen keyboard to enter the information. For a login ID, create something the
employee can easily remember. The system requires at least 1 number and 1
letter in each login ID. If you have a Clerk who wishes his login ID to be BILLY, you
will have to add a number to the login ID for the system to accept it, such as
BILLY36. Login ID’s and passwords must be at least 4 characters long, but no more
than 8 characters.
Also, the system will only allow one instance of a login ID on the entire ODFW
system. If someone has already taken the login ID BILLY36, even at another
location, the system will force you to create a more unique login ID.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Once a login ID has been entered, touch either Manager or Clerk, to set the user’s
permission level. Touch the Create button to create the user account.
***Note: All new login ID’s are created with the same password. The
password for all newly created login IDs is the word PASSWORD.
When the user logs in for the first time, the user will be forced to
change the password to something new.
Clerk level user accounts may be created by Agent level users or Manager level
users. Clerk level users may view some reports, access some administrative
functions, and issue documents. We suggest that most employees be assigned a
Clerk level.
We suggest all users to the system have a personal login ID and password. We do
not recommend users sharing login IDs and passwords. It is the responsibility of
the Agent level user to administer and assign user accounts.
Underneath the Create New User section is the Manage Users section. This section
allows you to edit any user account you have created. Please note that there are
up and down arrows on the right for scrolling. If you have many users, you may
need to use these arrows to scroll down in order to see all your user accounts.
To manage your users, you are given four buttons. We will use the example shown
in Figure 11.10 below for reference.
Figure 11.10
The user’s name is displayed as DEREK POHLMAN. Underneath the user’s name is
the login ID in parentheses. The login ID in this case is DEREK1. The next two
buttons to the right, M and C, stand for Manager and Clerk. Since the M button is
highlighted, we can tell that Derek Pohlman is a Manager level user. If we want to
bump Derek’s user level down to that of a Clerk, we can touch the C button. Then
we must scroll to the bottom of this section and touch the Update button to save
these changes.
The next button is labeled RP, for Reset Password. If your user has forgotten his or
her password, you can touch this button and then scroll down to touch the Update
button. This will reset the password to the word PASSWORD. The user may then
log in and set the password to something the user can remember.
If a user no long works at your location, or no longer should be using the system,
you can touch the IA button, which stands for Inactive. This will inactivate the
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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user’s account and the user will not be able to log into the system. You will have to
scroll down to the bottom of the section and touch the Update button for the
change to take affect. If you want to reactivate the account, touch the IA button
again, scroll to the bottom of the page, and touch the Update button. This will
reactivate the account.
Passwords on the ODFW system must be changed after a period of time for security
reasons. Currently, this is set at 90 days, per ODFW regulations. You may see how
long each user has until the password must be reset at the far right of the section.
***Note: You must scroll to the bottom of this section and touch the
Update button for any changes to take effect!
11.3.C
The Support History Tab
Touching the Support History tab will display the last several calls the users at your
location have made to the Agent Hotline. Each call coming into the Agent Hotline
will be logged and immediately available for you to review from this section.
11.3.D
The View Contract Tab
Touching the View Contract tab will display the contract with ODFW that your
business management has signed.
11.4
The Supplies Button
Touching the Supplies button will take you to the SUPPLIES page, shown in Figure
11.11 on page 58.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Figure 11.11
The SUPPLIES page allows you to order any supplies ODFW offers. In the example
above, we may order Regulations, Tooth Envelopes, Stream Codes, POS Return
Envelopes, and Aquatic Species Flyers.
To place an order, touch either the 1 or 2 Quick buttons, or enter a quantity in the
Custom field. Touching 1 or 2 will set your Amount Requested to that number.
The Custom field allows you to set it to a number greater than the Quick button
amounts. For most locations, you should always use the Quick buttons.
You may see the amount per order just to the left of the Quick buttons. This is how
many of each you will get per unit of Amount Requested. In this example, if you
touch the 2 Quick button for the Aquatic Species Flyer, you will receive 40 Aquatic
Species Flyers.
***Note: You must touch the SUBMIT ORDER button for the order
to be placed!
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Orders are subject to ODFW approval. There is a limit on the amount of any
particular item that can be ordered at any one time. Submitting orders larger than
this amount will cause an error message to be displayed.
Past orders may be viewed by touching the View History button at the bottom of
the page. The last several orders you placed will be displayed.
11.5
The Messages Button
Touching the Messages button will take you to the AGENT MESSAGES page, shown
in Figure 11.12 below.
Figure 11.12
The AGENT MESSAGES page allows you to view Public Messages broadcast to your
location by ODFW. It also allows you to send messages back to ODFW.
When new, unread messages from ODFW are present, the notice “YOU HAVE
MESSAGES” will appear below the word HOME on the HOME page. The Messages
button will also change color. Once you have viewed the new messages, the
notices will go away.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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The AGENT MESSAGES page has two sections. The top secton, labeled Send
Message to ODFW (Max 2500 Characters) is an open white box that allows you to
type a message to be sent to ODFW. After you have finished typing the message
touch the Send button to the right of the box to send the message to ODFW.
Below the Send Message section is the Public Messages section where you can view
messages sent to your location by ODFW. Some of these messages are classified
as Public, meaning all Agents received them. Some are sent just to your location.
Use the scroll buttons at the right to scroll through the messages list.
11.6
The Training Mode Button
Touching the Training Mode button will take you to the HOME (TRAINING MODE)
page, shown in Figure 11.13 below.
Figure 11.13
This Training Mode page is a license sales simulator which allows you to go through
the steps to sell a license to a customer, without having to involve real customer
information or issue a real license. You must initiate a customer search, in the
same way you would for a real license sale, to proceed through the training. Some
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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Oregon Department of Fish & Wildlife
information will be pre-filled; this is to show you the proper way to enter
information or select licenses.
The Training Mode will have a different colored background than the actual licensing
system, and will have the words HOME (TRAINING MODE) at the top of the page.
If you need to exit the Training Mode, touch the red Exit Training Mode button at
the top-right corner of the page.
***Note: All new users, and all users who have been inactivated, will
be required to conduct one “test” license sale in training mode before
they may sell a real license. They will be brought immediately into
training mode, and must conduct a customer search; select a license,
and perform a license purchase, before they may sell real licenses.
11.7
The Change Password Button
Touching the Change Password button will take you to the CHANGE PASSWORD
page, shown in Figure 11.14 below.
Figure 11.14
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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This is where you may change the password you use to log into the system. You
should periodically do this to ensure that no one has access to your password. Your
new password must be different than your current password. Also, you must follow
the same rules when changing your password as you did when you created your
password. It must contain at least 1 letter and 1 number and not be the same as
your login ID.
11.8
The View All Classes Button
Touching the View All Classes button will take you to the CLASSES LIST page,
shown in Figure 11.15 below.
Figure 11.15
This page will allow you to view all the classes for Bowhunter Education, Hunter
Education and Outdoor Skills that are available. The drop-down menu for the
county will allow you to display the classes for all counties or for a particular
county.
Questions? Please contact Agent Hotline at 1(800) 293-3762 for assistance.
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