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IWILD VENDOR POS USER GUIDE

January 2018

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IWILD VENDOR USER GUIDE IWILD Recreational Hunting/Fishing License System

IDAHO DEPARTMENT OF FISH AND GAME

Revision History

Date Description Writer/Editor Version

XX/XX/2018 First Draft Kristina Harman 1.0

Document Contributors

Kristina Harman

Lucy Gorsky

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TABLE OF CONTENTS 1. Introduction ................................................................................................................................................................ 5

What is IWILD? .......................................................................................................................................................... 5 What is the IWILD POS User Guide? ........................................................................................................................ 5

2. Before you begin ........................................................................................................................................................ 6 3. Accessing IWILD ........................................................................................................................................................ 7

Logging on to the POS Terminal ............................................................................................................................... 7 IDFG IWILD Portal ..................................................................................................................................................... 8

IWILD Login........................................................................................................................................................... 9 Forgot Password...................................................................................................................................................... 10

4. IWILD Home Page ................................................................................................................................................... 11 IWILD Header .......................................................................................................................................................... 11

Hamburger Symbol ............................................................................................................................................. 12 License Vendor Administrator Home Page .............................................................................................................. 13 License Vendor Clerk Home Page .......................................................................................................................... 13 Customer Account Overview Page .......................................................................................................................... 15

5. License and Product Sales ...................................................................................................................................... 16 Search for Customers .............................................................................................................................................. 16

Manual Customer Search .................................................................................................................................... 17 Scan Customer Search ....................................................................................................................................... 20

Create a Customer .................................................................................................................................................. 23 Selling Licenses ....................................................................................................................................................... 26

Product Catalog ................................................................................................................................................... 26 Proceed to Checkout ........................................................................................................................................... 30 Price Lock ........................................................................................................................................................... 32 Access Depredation Fee ..................................................................................................................................... 32

6. Edit Customer Information ....................................................................................................................................... 33 Add Hunter Safety Certifications .............................................................................................................................. 36 View Disability Status .............................................................................................................................................. 38 Set Temporary Military Status ................................................................................................................................. 40

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Edit Residency Dates for Temporary Military Status ........................................................................................... 41 7. Exchange a License ................................................................................................................................................. 44 8. Duplicate a License .................................................................................................................................................. 47 9. Cancel a License ..................................................................................................................................................... 50 10. Sell to Outfitters ..................................................................................................................................................... 53 11. Sell Controlled Hunt Applications ........................................................................................................................... 53

View Controlled Hunt Submissions .......................................................................................................................... 57 12. Manage Users ........................................................................................................................................................ 59

Search Users ........................................................................................................................................................... 59 Create a New User .................................................................................................................................................. 61 Edit a User’s Information ......................................................................................................................................... 63 Unlock a User Account ............................................................................................................................................ 65 Reset a User Password ........................................................................................................................................... 66 Reset Your Password .............................................................................................................................................. 67

13. View Invoices ......................................................................................................................................................... 69 14. Communication ...................................................................................................................................................... 71

View and Send Messages ....................................................................................................................................... 71 View System Alerts .................................................................................................................................................. 71 View Tickets ............................................................................................................................................................ 71

15. Run Reports ........................................................................................................................................................... 71 16. Inventory ................................................................................................................................................................ 71

Search for Supply Orders ........................................................................................................................................ 71 Create Supply Orders .............................................................................................................................................. 73

17. Customer Support .................................................................................................................................................. 75 18. Troubleshooting ..................................................................................................................................................... 75

Restart IWILD System ............................................................................................................................................. 75 Zebra Printer ............................................................................................................................................................ 77

Printer Pop-Up Message ..................................................................................................................................... 77 Printing Errors ..................................................................................................................................................... 77

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1. INTRODUCTION The Idaho Department of Fish and Game (IDFG) is a state agency dedicated to protecting, preserving, perpetuating, and managing Idaho's wildlife resources. What is IWILD? IDGF established the Idaho Wildlife Information and License Data (IWILD) online system to provide hunting and fishing licenses, collect donations for fish and wildlife organizations, and file hunting activity seasonal reports. The IWILD system is used by online customers, License (POS) Vendors, and IDFG Administrative Staff. What is the IWILD POS User Guide? The IWILD Point of Sale (POS) User Guide provides step-by-step instructions for License Vendor staff to sell hunting and fishing licenses and products to customers. These individuals will be able to manage customer information and view customer orders. This guide also provides step-by-step instructions for License Vendor Administrators to manage user accounts for their location.

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2. BEFORE YOU BEGIN This section applies to License Vendors who will need to use a point of sale (POS) terminal to access IWILD. The terminal should be assembled and connected to the printer and scanner according to the IWILD Setup Instructions.

1. The IWILD POS terminal consists of the desktop computer, keyboard, mouse, barcode scanner, and printer,

as shown above. 2. The License Vendor Administrator must create login information (login ID and password) for all other vendor

users in their location. 3. A manager will provide License Vendor clerks with their login ID and password. 4. Administrators and vendors should review the entire manual to effectively use the new IWILD system.

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3. ACCESSING IWILD

The IWILD POS terminal uses Windows 10 operating system with Chrome browser and can only access the IWILD online system.

Logging on to the POS Terminal The following are step-by-step instructions for accessing the IWILD system on a POS terminal.

Step 1: Power on the IWILD terminal. The power switch is located on the bottom right edge of the screen.

Step 2: The IWILD portal page is displayed on the HP ElitePOS terminal. Click the Login button to enter your IWILD username and password.

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Note: The Vendor Administrator is responsible for creating all user accounts for their location.

Username and password can be changed at any time. Incorrectly entering your username and password five times will lock your account. To unlock a Vendor Clerk account, please contact your Vendor Administrator. To unlock a Vendor Administrator account, please contact IDFG.

IDFG IWILD Portal IWILD is a public-facing portal designed for customers and vendors. The IWILD Portal page is (1) used to log in to the IWILD system, (2) provides functionality for customers to create an IWILD account, (3) allows customers to retrieve or change a forgotten password, and (4) helps customers and outfitters find their account and create a username and password. With an IWILD account, a customer can purchase licenses and products and submit hunting reports online.

The numbered features refer to the numbered IWILD Portal page image shown, below. Links are provided at the bottom of the login page, so customers can obtain information on licenses, submitting reports, and other information about IDFG.

POS terminals do not have internet access. You will log in to the IWILD system from the Login page, as shown.

IWILD PORTAL LOGIN PAGE

1. Log into IWILD

3. Forgot Password?

2. Customers create an IWILD account

5. IDFG Information and Opportunities

4. Find an Account

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IWILD Login The following are step-by-step instructions to log in using your IWILD username and password.

Step 3: After logging in, the IWILD Home page is displayed.

If login is unsuccessful, a validation message is displayed:

• The username or password is incorrect. • User is locked out • Invalid MAC Address. Access denied.

Note: License Vendor users must be logged on to a POS terminal with a MAC Address associated with that vendor location.

Step 1: Click the Login button on the IWILD Login page.

Step 2: Enter your username and password and click the Login button to continue.

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Forgot Password The Forgot Password link is below the Login button on the IWILD Login page. This is a self-service feature designed to help customers create a new password. Note: Vendors using the POS terminal are not able to use the Forgot Password feature. If you need to reset your password, please contact your Vendor Administrator or the Answernet Call Center Help Desk at 1-800-554-8685.

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4. IWILD HOME PAGE IWILD is a role-based web system. Once logged in, you will be directed to the Home page. The Home page is designed to provide easy access to functionality specific to your role. For each POS vendor location, there are different levels of permissions for License Vendor Clerks and License Vendor Administrators. Your IWILD Home Page will have different features based on your role.

The Home page header includes quick links to the most frequently used functions specific to your role. Click on the Hamburger symbol (dropdown menu) on the right side of the page to access other features such as logout and your account information. IWILD Header

The IWILD header contains Quick Links to other features from any page. The numbered image refers to the numbered feature list below. Quick links are role based so your Home page may not include them all. Below is a sample header for License Vendor Administrators.

1. Home: Return to your Home page. 2. Customers: Quick link to the Customer Search page (to access customer’s account and purchase

licenses). 3. Users: Quick link to the Users page (only accessible to administrators). 4. Reporting: Run vendor reports. 5. Hamburger Symbol: Click for a dropdown menu.

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1

3

4

5

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Hamburger Symbol The Hamburger symbol is located at the top right side of the header. Clicking on the symbol displays a dropdown menu, which includes your Username and Logout.

Note: Click the X at the top right side of the screen to exit from the dropdown menu. Click on your Username to display your user details. Click Logout to log out of the system and return to the IWILD log in page.

Notes:

• Click the X at the top right side of the screen to exit from the dropdown menu. • Click on your Username to display your user details • Click on the Help & Support link for customer service and contact information, account login and creation

instructions, purchasing instructions, and FAQs. • Click Logout to log out of the system and return to the IWILD log in page.

Username

Help and Support

Logout

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License Vendor Administrator Home Page

Home pages are permission based, depending on your role. License Vendor Administrators will see this page upon login. The quick links provide access to Customer information and sales/purchasing, along with a link to manage Users and Reporting. Purchase tiles include sales and purchasing for Customers, Outfitters, and Controlled Hunt Applications. The functional category tiles provide links to search for and create Customers, search for and create Supply Orders, search for Outfitters, and Manage Users.

License Vendor Clerk Home Page

License Vendor Clerks will see this page upon login. The quick links provide access to Customer information and Reporting. Purchase tiles include sales and purchasing for Customers, Outfitters, and Controlled Hunt Applications. The functional category tiles provide links to search for and create Customers and Manage Reports.

Purchase Tiles

Quick Links

Functional Categories

Quick Links

Purchase Tiles

Functional Categories

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Step 1: To access your User Profile page, click on the Hamburger symbol (dropdown menu) at the top right of the screen.

Step 2: Click on your Vendor or Administrator name at the top of the drop-down menu.

Step 3: User Details are displayed.

Hamburger Symbol

Vendor Name

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Customer Account Overview Page License Vendors must search and select a customer to view his or her account and to start a sale’s transaction. The customer’s Home page displays his or her name, sportsman ID, lifetime certificate (if applicable), and relevant statuses on the top left side of the screen.

The tiles at the bottom of the page allow vendors to view a customer’s account; licenses, permits, tags, and applications; officer comments; and customer support tickets.

Notes: Under the Customer Account tile, you can view and edit the customer’s profile, hunter safety education, and disability information. Clicking on the Shield Icon will discreetly flag an account if a customer is acting suspiciously. IDFG will review the customer’s account, and they may contact the vendor for further information. A Disability Information link is available to License Vendors that have been trained to accept and review disability paperwork. Please contact IDFG for more information.

To access a customer’s Customer Details page, click on the Customer Profile link. This page provides the customer’s identification, residency, and account information. The information is editable by clicking the Edit icon shown next to each section. Please refer to Edit Customer Information for step-by-step instructions.

1. Customer Profile 2. Hunter Safety Education 3. Disability Information

Shield Icon

5. Hunter Reporting 6. Controlled Hunts

4. View Customer Support Tickets

Purchase Tiles

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5. LICENSE AND PRODUCT SALES This section provides information on how to conduct license and product sales. License sales require customers to have an IWILD account. If the customer does not have an account, you must create one for them.

• Find the customer account. If it does not exist, you will have to Create a Customer. • Validate the customer’s information such as name and address, driver’s license information, and residence

status (Lived in Idaho Since) date. • Use the customer’s product catalogs to sell licenses and other products. The product catalogs are organized

by products categories such as Licenses, Tags, Permits, Commercial, Super Hunt Applications, etc. • Add products to the shopping cart.

Continue through the checkout process by reviewing the cart, completing the survey questions associated with purchased products, and printing documents. Search for Customers The customer search function is used to conduct all regular license sales. IWILD provides several ways to access the Customer Search page, depending on your location in the system. You may navigate to the Customer Search page by clicking:

• Customers on the header. This is the most direct link. • Search for a Customer on the Home page within the Customers tile. • Sell License to Customers purchase tile on the Home page

There are two main ways to search for a customer. You may perform a manual search or scan a customer’s driver license or license document. Scanning the driver license is the best search method. In either case, you will need to navigate to the Customer Search page.

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Manual Customer Search

Alternatively, on the Home page, you may click the Sell License to Customer purchase tile or Search for a Customer within the Customers functional tile.

Home Page – Click Purchase Tile Home – Functional Tile

Step 1: Navigate to the Customer Search page by clicking the Customers quick link in the header.

Step 2: Click Search for a Customer. The Customer Search page opens, and the Advanced Customer Search form is displayed.

Customers Quick Link

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Note: There are six ways to search for a customer. In most cases, you must include Date of Birth, as outlined below. This will provide better search results.

• Driver’s License and Date of Birth • IDFG License and Date of Birth • Sportsman ID • First Name, Last Name, and Date of Birth • Lifetime Certificate and Date of Birth • Last four of SSN, Date of Birth, and Last Name

Note: Collecting the full Social Security Number is longer required.

Enter the appropriate search criteria and click Search. The system searches for an exact match.

Note: If the criteria entered does not meet the requirements to perform a valid customer search, the following error message is displayed.

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If the customer’s information does not match the information in the system, a No results returned from search message is displayed. Try searching for the customer using all the search criteria listed above before creating a new customer.

Note: If the account has not been verified, a Customer Verification page (shown below) is displayed. You must complete the following steps to continue with the sale:

• Review the account Identification Information, Residency Information, and Account Information. • Click Edit to update incorrect information. Refer to Edit Customer’s Information for step-by-step instructions. • Once the information has been reviewed and updated, check the Verification box. Note: This is only

applicable to accounts that have not been verified.

Step 3: After clicking Search, the customer’s Account Overview page is displayed. Customer information must be current, accurate, and complete.

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Scan Customer Search The following are basic step-by-step instructions to use a customer’s driver’s license or hunting/fishing license document to locate account information.


Home Page – Click Purchase Tile Home – Functional Tile

Step 1: Navigate to the Customer Search page by clicking the Customers quick link in the header.

Step 2: Click Search for a Customer. The Customer Search page opens, and the Advanced Customer Search form is displayed. Click on the Scan License button to scan a driver’s or hunting license. Alternatively, place your cursor within the Sportsman text field and scan the barcode on the document to contixnue.

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Note: Click the Cancel button to cancel the scanning process. The window will close after the scan is complete.

Note: If the customer is not found, the system will prompt you to create a new customer from the scanned driver’s license.

Click Create Customer to display the Customer Enrollment form, which is pre-populated with the information from the scanned driver’s license. Refer to Create a Customer for step-by-step instructions.

Step 3: After Scanning the License/Document, an informational window is displayed with instructions to scan the customer’s driver’s license. Follow the instructions to scan the license.

Step 4: After the license is successfully scanned, the informational window is automatically closed, and the customer’s Home page is displayed.

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Note: If the account has not been verified, a Customer Verification page is displayed.

You must complete the following steps to continue with the sale:

• Review the account Identification Information, Residency Information, and Account Information. • Click Edit to update incorrect information. Refer to Edit Customer’s Information for step-by-step instructions. • Once the information has been reviewed and updated, check the Verify box. Note: This is only applicable to

accounts that have not been verified.

Step 6: After scanning the customer’s driver’s license, his or her Account Overview page is displayed. Customer information must be current, accurate, and complete.

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Create a Customer To prevent duplicate customer accounts, you must first search for a customer. If the customer is not found, you will be prompted to create a customer. The following are the basic step-by-step instructions to create an account for a customer. Once the customer is created you will be able to sell licenses and products.

Step 1: Navigate to the Customer Search page by clicking the Customers quick link in the header or click the Sell License to Customer tile.

Step 2: The Customer Search page is displayed. Search for the customer. If the customer is not found, the No Customer Found modal opens with the option to Create Customer. Click Create Customer.

Sell License

Customer Quick Link

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Notes: Full social security number is no longer required. Enter the last four digits of the customer’s social security number. A customer who is not a US citizen will not need to provide a social security number. Click the No option for the Are you a US Citizen field. The social security field will be shown as optional.

Notes: After all required information is provided, click Next to continue. Click Cancel at any time to exit the enrollment process. New information or changes will not be saved.

Step 3: The Customer Enrollment page is displayed. Provide the Identification Information requested. All fields are required unless marked optional.

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Step 4: After providing Identification Information, the Customer Enrollment page expands, prompting you to enter the customer’s Residency Information. All fields are required unless marked optional. Click Next to continue.

Step 5: After providing Residency Information, the Customer Enrollment page expands to include additional Account Information. Fill in the customer’s Account Information and click Create to complete the process.

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Selling Licenses This section provides step-by-step instructions on selling Licenses and Super Hunt Applications. Product Catalog

Alternatively, from your Home page, you can click Sell License to Customer under the purchase tile or Search for a Customer link under the Customers functional tile.


• Driver’s License and Date of Birth • IDFG License and Date of Birth • Sportsman ID • First Name, Last Name, and Date of Birth • Lifetime Certificate and Date of Birth

Step 6: The customer profile has been created. The customer has an IWILD account, but he or she must log in online using his or her name and birthdate to create a username and password. This option is available on the IWILD portal page: Login – ID and Birthdate tab.

Step 1: Navigate to the Customer Search page by clicking the Customers quick link on the header.

Step 2: The Customer Search page opens, and the Advanced Customer Search form is displayed. Enter your search criteria.

Customer Quick Link

Sell License to Customer Search for a Customer

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• Last four of SSN, Date of Birth, and Last Name

Note: Please refer to Search for Customers for step-by-step instructions. Try searching for the customer using all the search criteria listed above before creating a new customer.

Note: If the account has not been verified, a Customer Verification page is displayed. You must complete the following steps to continue with the sale:

• Review the customer’s Identification Information, Residency Information, and Account Information. • Click Edit to update incorrect information. Refer to Edit Customer’s Information for step-by-step instructions. • Once the information has been reviewed and updated, check the Verification box. Note: This is only

applicable to accounts that have not been verified.

Step 3: Click Search to continue. Step 4: After clicking Select, the customer’s Account Overview page is displayed. Confirm the information with the customer. If there is a discrepancy, you may edit the information. Refer to Edit Customer’s Information for step-by-step instructions.

Step 5: Click on the Sell a License, Tag, or Permit product tile.

Step 6: Click the appropriate Product Category from the header at the top of the screen.

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Note: Products are customer specific; the example above illustrates possible categories that may be available depending on the customer.

Notes: Some products allow multiple purchases. If so, you can click the Add button to increase the quantity. Your shopping cart is displayed at the right side of the screen. You can also change the quantity manually and click Update to add additional products. Click the red X to the right side of the product to remove an item. You will only be able to add products applicable to the customer. Products that are not available for the selected customer will be invisible. Some products may require Prerequisite Products to complete the sale.

Step 7: Click the Add button beside the product you want to sell to add it to the shopping cart. You may need to scroll through the list to view all products.

Step 8: After clicking Add, you may see suggestions for other products to sell. Click the appropriate button based on the customer’s response, as shown below.

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Note: Some products may automatically add additional products to the cart.

Step 9: After all products are added, click the Proceed to Checkout button to continue OR Clear Cart to start over.

Clear Cart

Proceed to Checkout

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Proceed to Checkout Follow the checkout steps to complete the purchase.

Confirm all products in the cart. Enter a start date for products when prompted. You may remove a product by clicking X next to the product or click the Continue Shopping button to add items. Ask the customer if he or she would like to add a donation. If so, enter the dollar amount, and click Add. The donation is added to the Review Cart page. When ready, click the Next button to continue with the sale. The system will validate the date information added.

Step 1: Review Cart: After clicking Proceed to Checkout, the Review Cart (Checkout) window is displayed.

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Note: After clicking the Confirm Payment button, the following documents will be sent to the printer.

• Customer Receipt (Order Details) • Product Documents

Step 2: After clicking Next, the Payment page is displayed. The customer’s billing and mailing address are listed, along with items in the cart. If you need to make additional changes to the cart, click the Modify Cart button at the top right of the screen. Click Confirm Payment to complete the sales transaction.

Add a Donation

Continue Shopping

Next

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Price Lock Customers who purchased a 2017 license are automatically Price Locked for 2018. If you bought an annual license in 2017, you can pay 2017 prices for license, tags, and permits in 2018. Continue to buy your license every year, and you will continue to pay 2017 prices for at least five years. Note: If a customer did not purchase a 2017 license, they can still participate in Price Lock by purchasing any three-year resident license while the program is active and receive all the benefits of Price Lock. Access Depredation Fee An access depredation fee is a one-time annual fee that applies to a customer’s first license purchased for that year. The fee is applicable to resident and non-resident annual hunting, fishing, and trapping license products. When the system determines that an access depredation fee is appropriate, the fee is added to the shopping cart. Cancelling a license does not cancel the depredation fee. In this case, the customer can choose to pay the fee or cancel both the fee and the license. If the customer cancels the fee, the license is automatically cancelled as well.

Note: Access depredation is a one-time annual fee. It’s applied to the first annual license purchased each year.

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6. EDIT CUSTOMER INFORMATION

As a License Vendor, you can edit a customer’s information and ensure customer profiles are accurate and up-to-date. The following are step-by-step instructions to edit customer information.

Alternatively, on the Home page, you may click the Sell License to Customer purchase tile or Search for a Customer in the Customers functional tile.

Home Page – Purchase Tile Home Page – Functional Tile

Step 1: Navigate to the Customer Search page by licking the Customers quick link on the header.

Step 2: Click Search for a Customer. The Customer Search page opens, and the Advanced Customer Search form is displayed. Enter the customer’s information to locate him or her in the system.

Customers Quick Link

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• Driver’s License and Date of Birth • IDFG License and Date of Birth • Sportsman ID • First Name, Last Name, and Date of Birth • Lifetime Certificate and Date of Birth • Last four of SSN, Last Name, and Date of Birth

Note: Please refer to Search for a Customer for step-by-step instructions.

Step 4: The Customer Account Overview page is displayed. Click the Update a Customer Profile tile or the Customer Profile link in the Customer Account tile.

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• Identification Information • Account Information • Address/Residency

Step 5: After clicking on the Customer Profile link or the Update a Customer Profile tile, the customer’s profile information is displayed. The profile is divided into three editable sections:

Step 6: Click Edit next to the appropriate section to begin editing.

Customer Profile Update a Customer Profile

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Change the information as needed and click the Save button to return to the customer’s Account Overview page. The customer’s profile information should reflect the changes. Alternatively, you can navigate to other sections within the Customer’s Profile in edit mode. Any updates made on the current form will be automatically saved upon clicking another form from the left navigation.

Add Hunter Safety Certifications The following are the basic step-by-step instructions to add a customer’s Hunter Safety Certifications.

Step 7: After selecting the appropriate Edit icon, the customer’s information is displayed with editable fields.

Step 1: Navigate to the Customer Search page by clicking on the Customers quick link on the header or by clicking on the Search for a Customer link in the Customers functional tile. Step 2: Enter the customer’s information in the Advanced Search page text fields and click Search. Step 3: Click on the Hunter Safety Education link in the Customer Account functional tile.

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Step 5: Add or edit the Certification Number if necessary. Click the Save button to complete the process.

Step 4: The Hunter Safety Education page displays. Click the Edit button beside the correct certificate.

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View Disability Status The following are step-by-step instructions to view a customer’s disability status.

Step 5: The Certification Number will be updated on the Hunter Safety Education page.

Step1: Click on the Customer quick link or Search for a Customer link in the Customer functional tile. Enter the customer’s search information to navigate to his or her Account Overview page. Step 2: Click on the Disability Information link in the Customer Account functional tile.

Disability Information

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Note: Vendors with appropriate permissions can Edit (set) a customer’s disability status. If you would like to accept disability documents, please contact IDFG for further information.

Step 3: The Disabilities page displays showing the customer’s status as either Active or Inactive.

Active Disability

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Set Temporary Military Status Temporary Military Status allows vendors to set a temporary Idaho residency flag for servicemembers. Once a temporary military status is set, products are available to servicemembers at a resident price.

Servicemembers must provide proof of military status, and they must have lived in Idaho for at least 30 days and less than six months for a temporary military status to apply. Vendors will have to set the temporary military status flag prior to each sale’s transaction.

Note: IDFG Administrative staff can authorize a Permanent Residency Flag for qualified Idaho servicemembers who are stationed in another state. You must contact IDFG to request a permanent military status. Below are step-by-step instructions to set a Temporary Military Status for servicemembers stationed in Idaho.

Note: If the customer meets the criteria for a temporary military status but his or her account page doesn’t display the military status toggle, you may have to edit or enter his or her residency dates in the system. To do so, proceed to the following steps.

Step 1: Navigate to the Customer Search page by clicking the Customers quick link in the header or by clicking the Search for a Customer link within the Customers functional tile. Step 2: Enter the customer’s information in the Advanced Search page and click Search. If the customer’s residency information was entered correctly, you will see a Temporary Military Status toggle on the customer’s Overview Account page, as shown below.

Step 3: Click on the Has Military Status button (in white) to change the status. Once the button is toggled, you can proceed to checkout.

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Edit Residency Dates for Temporary Military Status If a customer meets the qualifications for a Temporary Military Status but his or her residency date was not entered correctly, you can change it in the system. Changing the residency date will allow vendors to toggle the customer’s military status from his or her account overview page for all future transactions.

As stated above, the customer must meet the following criteria before qualifying for a temporary military status:

• Servicemembers must provide proof of military status. • Servicemembers must have lived in Idaho for at least 30 days • If a servicemember has lived in Idaho for more than six months, he or she already qualifies for residency

status. In this case, the temporary military status toggle is not applicable.

The following are step-by-step instructions to edit a customer’s residency date.

Step 1: From the Customer Account Overview page, click on the Customer’s Profile link in the Customer Account functional tile.

Step 2: The customer’s profile information is displayed. Verify that the customer’s residence status was not entered or was entered incorrectly. If so, click the Edit icon for the Address/Residency section on the right side of the page.

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Step 4: The Dropdown Calendar will appear (as shown above). Select the correct dates from the calendar and click the Save button at the bottom of the page.

Step 5: The customer’s profile page will display. Verify that the correct date is entered in the Address/Residency section.

Step 3: Change the customer’s Residency Declaration by clicking on the Calendar icon at the bottom of the page.

Dropdown Calendar

Click the Calendar icon to view the

Dropdown Calendar.

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Note: The Has Military Residence toggle should appear green when activated, as shown below. Once it’s set, the servicemember can purchase licenses, tags, and permits at a resident’s rate. However, it must be reset (toggled) before every transaction thereafter.

Step 6: Click the customer’s name at the top of the page to navigate back to his or her Account Overview page.

Step 7: The Military Residence page toggle should appear on the customer’s Account Overview page. The toggle is automatically set to No Military Residence. Click the Has Military Residence toggle.

Has Military Residence Toggle

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7. EXCHANGE A LICENSE Customers who purchased tags and licenses through a vendor or online can exchange them at a vendor location. The following are basic step-by-step instructions to exchange a customer’s license. Note: The Exchange function is role dependent. License Vendors with level six permission and below will only be able to exchange short-term product such as Daily Fishing.

Step 1: Navigate to the Customer Search page by clicking the Customers quick link in the header or by clicking the Search for a Customer link in the Customers functional tile. Step 2: Enter the customer’s information in the Advanced Search text fields. Click the Search button.

Step 3: After clicking Search, the Customer’s Account Overview page is displayed. Click the Exchange a License button.

Step 4: The Exchangeable Product page is displayed. Click the Exchange button beside the correct license. The system only displays items that qualify for exchange.

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Step 6: After clicking Proceed to Checkout, the Review Cart window is displayed. Enter the new date and click Next to continue with the checkout process.

Step 5: The selected product is added to the cart. Click the Proceed to Checkout button near the top right of the page.

Step 7: The customer’s information and order summary are displayed. Click the Confirm Payment button to complete the exchange transaction or the Modify Cart button to return to the previous page.

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Note: If the product is successfully exchanged, the customer must surrender the original document at the time the exchange is completed. Vendors must return the previous document with their monthly returnable documents.

Step 8: The exchange is complete, and the customer’s Order Details are displayed.

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8. DUPLICATE A LICENSE There are times when a customer may need to purchase a duplicate document. The following are step-by-step instructions to purchase a duplicate license. Note: Some products may not be duplicated. The system will alert you if it cannot duplicate a particular document.

Step 1: Navigate to the Customer Search page by clicking on the Customers quick link on the header.

Step 2: Click the Duplicate a License tab to purchase a duplicate document.

Step 3: Licenses that can be duplicated will display on the Purchase page. Select the Shop for Products Valid Today tab or the Shop for Next Year’s Products tab.

Step 4: Click the Duplicate button beneath the license you need to duplicate.

Duplicate a License

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Step 5: Click Proceed to Checkout to complete the transaction.

Step 6: Review the cart to ensure all items are correct. Click the Next button to continue to your Shopping Cart.

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Step 7: Click the Confirm Payment button.

Step 8: The Order Details (receipt) page will display once the transaction is complete.

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9. CANCEL A LICENSE A vendor can cancel a customer’s license within two hours of purchasing. The following are the basic step-by-step instructions to cancel a customer’s license.


Note: The system searches for an exact match. See Search for Customers for step-by-step instructions.

Step 1: Navigate to the Customer Search page by clicking on the Customers quick link on the header.

Step 2: The Customer Search page opens, and the Advanced Customer Search form is displayed. Enter the appropriate search criteria and click Search.

Step 3: After clicking Search, the customer’s Account Overview page is displayed. Click Cancel a License.

Step 4: The Cancel an Active License page is displayed. Click the Select box to the left side of the license, and then click the Cancel Selected button at the bottom of the page.

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Note: Canceling some licenses may require the cancellation of related tags, permits, or other licenses. In this case, the following message is displayed. Please inform the customer if he or she is required to cancel additional licenses (as seen, below). Click the Ok button to continue with cancellation(s).

Step 5: Click the arrow to see a dropdown menu. Choose the reason for your cancellation and press the Cancel button to continue. Press the Do Not Cancel button to stop the cancellation.

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Step 6: A Cancellation is Complete message is displayed. The customer must hand in his or her original documents to the vendor to be returned to IDFG.

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10. SELL TO OUTFITTERS

11. SELL CONTROLLED HUNT APPLICATIONS This section provides step-by-step instructions on how to sell controlled hunt applications.

Step 1: Navigate to the vendor Home page. Click the Sell Controlled Hunt Application purchase tile at the top of the page.

Step 2: A Controlled Hunt message is displayed. Enter your first-choice hunt area. You can also enter an optional second choice hunt area. Click the Next button to continue.

Step 3: On the following screen, the Controlled Hunt Application details are displayed. Validate the hunt selected is correct. Details include species, hunt area, legal information, and start/end date.

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Step 4: Select the number of hunters for this application and provide each individual hunting license number in the dropdown menu.

Step 5: Click the Confirm Applicants button to continue. The system will return the name of each hunter and the year they were born. Verify that each hunter is correctly identified in the system.

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Note: Each hunter has the option to donate $1.00 to the Citizens Against Poaching (CAP) fund. Please inform the hunter that this is not an additional fee. A portion of the application fee will go to the CAP fund.

Note: The cost of the application depends on the customer’s residency status. A non-resident customer will be charged a higher price.

Step 6: Click the Next button to continue. A summary of the application is presented for review.

Step 7: Click Submit Another App to start another application for other hunts, Proceed to Checkout to continue with the submission, or Cancel to cancel the transaction.

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Step 9: Click Next to continue. The Payment page is displayed. Click Confirm Payment.

Step 10: The Controlled Hunt Application has been submitted. Order Details are displayed. The customer can view his or her Controlled Hunt Submission online. Vendor’s with permission will also be able to view the submission.

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View Controlled Hunt Submissions Customers can view their controlled hunt submission online. Vendors with permissions can view them from their location’s POS terminal. The following are step-by-step instructions to view controlled hunt submissions.

Step 1: Navigate to the Customer Search page by clicking the Customers quick link or using the Search for a Customer link in the Customers functional tile. See Search for Customers for step-by-step instructions.

Step 2: Click the Controlled Hunts link in the Licenses, Permits, Tags, and Applications functional tile

Search for a Customer

Controlled Hunts

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Note: Vendors can view controlled hunt submissions, but they cannot edit controlled them.

Step 3: A listing of submitted controlled hunts is displayed. To view previous years, select a year from the License Year dropdown menu.

Step 4: Select the View button beside the controlled hunt submission you would like to open.

View Button

License Year Menu

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12. MANAGE USERS License Vendor Administrators can manage system users for their location. A Vendor Administrator can create and manage accounts, unlock accounts, and change user passwords. The following are step-by-step instructions to manage IWILD users. Search Users The following are basic step-by-step instructions to search for users at your location.

Step 1: Navigate to the User Search page by clicking the Users quick link on the header or by clicking Manage System Users within the System functional tile.

Step 2: The User Search page is displayed with a list of users for your location. This page allows License Vendor Administrators to search for a vendor clerk using the Basic or Advanced tool to find a user, create new users, and edit existing user’s information.

Users Quick Link

Manage Users Functional Link

Advanced Search

Basic Search

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1. Basic Search: Use this method to search by username and user’s first and/or last name. The system searches for an exact match on each field.

2. Advanced Search: Use this method to search for one user or a group of users. You may also use this method to search by username, email address, and user’s first and/or last name.

To initiate a Basic Search, enter your search criteria in the Basic Search text box. To initiate an Advanced Search, click on the Advanced Search Link, and enter your search criteria in the text boxes displayed. Click the Search button. Below is an example of 1) Basic Search and 2) Advanced Search.

Step 3: Search for users using one of two methods: Basic Search or Advanced Search.

Step 4: After clicking the Search button, the user(s) matching your exact search criteria is displayed on the page. Click the Select button beside the correct user to open his or her User Details.

2)

1)

Select Button

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Create a New User The following are step-by-step instructions to create a new user.

Step 3: The Create User page is displayed. Enter the fields required to create a new user and click the Create button to continue.


Step 2: The User Search page displays a list of users for your location. Click Create New System User.

Users Quick Link

Manage Users Functional Link

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Step 4: The User Details are displayed. Provide the login credentials to the new user.

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Edit a User’s Information The following are step-by-step instructions to edit a user’s information.

Step 1: Navigate to the User Search page by clicking the Users quick link on the header or by clicking Manage Users within the System functional tile.

Step 2: Search for a user using the Basic Search function or Advanced Search function. All users are specific to your vendor location. Refer to Search Users for step-by-step instructions.

Step 3: After clicking the Search button, the user matching your exact search criteria is displayed on the page. Click the Select button to open the User Details.

Users Quick Link

Manage Users Link

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Step 5: After clicking the Select button beside the correct user, his or her User Details are displayed. Click the Edit icon to edit the user’s information as needed.

Step 6: After clicking Edit, the User’s Details are displayed as editable fields. Edit the user’s information as needed. Click the Save button to save your changes or click Cancel to exit.

Select Button

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Unlock a User Account A Vendor Administrator can reset passwords for users at their location. A user’s account becomes locked after five failed login attempts. The following are step-by-step instructions to unlock a user’s account.


Step 2: Search for a user using the Basic Search function or Advanced Search function. Refer to How to Search Users for step-by-step instructions.

Step 3: After clicking the Search button, the user or users matching your exact search criteria are displayed on the page. Click the Select button next to the correct user to open the User Details.

Step 4: Accounts that have been locked will display the Unlock Account link. Click Unlock Account.

Step 5: After clicking Unlock Account, a confirmation message displays. Click the Ok button to close the message.

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Reset a User Password A Vendor Administrator can reset passwords for users at their location. The following are basic step-by-step instructions to reset the password for a user at your location.


Step 2: Search for a user using the Basic Search function or Advanced Search function. Refer to How to Search Users for step-by-step instructions.

Step 3: After clicking the Search button, the user or users matching your exact search criteria are displayed on the page. Click the Select button next to the correct user to open the User Details.

Step 4: Click the Reset Password link on the bottom left side of the page.

Step 5: The Reset Password page displays. Enter a new password in the text field and confirm the password. Click the Reset button.

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Reset Your Password A password may be changed at any time after a successful login. Below are step-by-step instructions for How to Reset Your Password.

Step 6: Provide the user with his or her new password.

Step 1: The Change Password feature is accessible when you click on the Hamburger icon to the right side of the header.

Step 2: After clicking on the Hamburger icon, a dropdown menu appears. Click on your username to continue.

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Step 3: Click on the Reset Password link to reset your password.

Step 4: Enter your Current Password in the text field. Enter your New Password in the designated text field. Confirm your new password and click the Reset button. Click Cancel at any time to exit.

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13. VIEW INVOICES The following are step-by-step instructions for viewing invoices.

Step 1: Click on the Customer quick link or Search for a Customer link in the Customer functional tile. Enter the customer’s search information to navigate to his or her Account Overview page. Step 2: Click on the View Billing Invoices link in the Financial functional tile. The Weekly Billing Invoice page is displayed.

Step 3: To search for an invoice, enter the basic search criteria in the Basic Search box and click the search icon. To use an advanced search, click the Advanced Search link.

View Billing Invoices

Advanced Search link

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Step 3: Click on the Report button beside the correct invoice to view the weekly billing invoice.

Step 4: The weekly billing invoice report is displayed.

Report Button

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14. COMMUNICATION

View and Send Messages

View System Alerts

View Tickets

15. RUN REPORTS

16. INVENTORY License Vendor Administrators can search for supply order that they have already been placed. They can also create supply orders. Vendor clerks do not have this permission. All orders automatically default to the vendor’s location. Once the supply order is created, it will be reviewed, submitted, and marked as shipped.

Search for Supply Orders Below are step-by-step instructions to search for supply orders.

Step 1: Navigate to the Home page and click the Search for Supply Orders link in the Inventory functional tile.

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Note: Potential order statues are:

• Submitted: the order has been submitted for review and approval. • Shipped: the order has been shipped to your location • • Rejected: the order was not approved; please contact IDFG for further information.

Step 2: The Inventory Order Search page displays with the status of inventory items. Click the Select button beside the order for more information.

Step 3: After clicking Select, additional information about the order is displayed. Click the Back to Inventory Orders button to return to the previous page.

Select Buttons

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Create Supply Orders

Below are step-by-step instructions to create supply orders.

Step 1: From the Home page, click the Create Supply Order link in the Inventory functional tile.

Step 2: The Create New Inventory Order page is displayed. Add quantities for orders by clicking the + symbol or manually changing the quantity in the box. Click the – symbol to reduce quantities.

Step 3: Click the Submit Order button to continue. A validation message is displayed.

Create Supply Order link

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Note: You can return to the Search for Supply Orders page to check order statuses at any time.

Step 4: Click the OK button to return to the Inventory Order Search page. The status of the order is updated to Submitted. The order has been submitted for approval.

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17. CUSTOMER SUPPORT

18. TROUBLESHOOTING The following are step-by-step troubleshooting instructions for the IWILD system.

Restart IWILD System If the IWILD system is not responding, you may need to restart it. Use the following steps to restart the system and navigate to the IWILD Login page.

Step 1: Turn the system on if it isn’t already and use your finger to swipe up on the screen, as seen below.

Step 2: Tap on the screen two times. The Kiosk User screen (below) will display three icons on the bottom right. Do not try to type your password here; your IWILD ID does not work on this page. Click the Restart button, located on the far-right side of the screen.

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Step 3: The system options are displayed in a drop-down menu. Touch the Restart button.

Step 4: The system will restart and the IWILD Login page is displayed.

Restart button

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Zebra Printer Use the following troubleshooting tips to resolve potential printer issues. Printer Pop-Up Message After printing for the first time, you will receive a pop-up message asking you to allow the document to print. When you see this message, select Allow and check the Remember this Option box. After selecting the Remember this Option box, the message will not display again. Printing Errors If the document does not print, check the light on the printer. If the light is blinking green, press the Feed button beside the green light to set the printer to Ready mode. A steady green light indicates the printer is in Ready mode. If the printed document is off-center, ensure the paper is under the media guide and the paper roll is secure within the paper role holders. Please refer to the POS Terminal Setup Guide for additional information.