department of environmental conservation account management module 2
TRANSCRIPT
Department of Environmental Conservation
ACCOUNT MANAGEMENTMODULE 2
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Welcome! To help you understand how to get from one screen to the next, here are a few pointers!
To navigate the presentation:1.To advance – use any of these keys; Page Down, Right Arrow or Enter2.To go BACK – use any of these keys: Page Up, Left Arrow Key
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Before we get started with the module, here are a few helpful hints!
1.Take your time! Read each slide carefully.2.Take notes! You will need to contact DEC after viewing all modules to receive a quiz. The phone number is: 518-402-8843.3.Slides are designed to show you the steps to complete an action. 4.Some screen captures may not look EXACTLY like you will see on your system. It all depends on the computer system setup that you are using. 5.REMEMBER to refer to the License Issuance Handbook for further information on Business Rules.
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1. Slides are designed to show you the steps to complete an action and use screen captures from the application.
2. Red squares points out things that you should SELECT or FILL OUT.
3. Red circles point out the button to COMPLETE the action and move to the next step.
4. Yellow shaded boxes with red print are there to EXPLAIN items on the screen or business rules.
Explains the screen and points out
business rules.
MODULE 2 OBJECTIVES
• Upon completion of this module, the Agent will:• Locate Agent Help Link• Read and Delete Agent Announcements• Activate a new Clerk• Deactivate an existing Clerk• Locate Reports Link• Logout of Application
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BUSINESS
• Agent of Record information is entered by DEC Revenue Accounting and cannot be edited by License Issuing Agents
• Only the Agent of Record activates/deactivates Clerks
• A clerk’s account is NEVER deleted• Once a clerk account has been created, the clerk
is prompted to change their password• Encourage ALL staff to check announcements
daily
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AGENT HELP LINK
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Click
The Agent Help Link is located on the Login screen. The Help Link will open up a separate screen that contains
useful documents that the Agent can select and download. Information is added/updated frequently so check this page
often.
The Agent Help Link is accessible with or without login. Be sure to access the correct URL – https://aca.dec.accela.com/dec_agent
ACCOUNT MANAGEMENT
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After you login, the Agent is able to view several items; Announcements, Logged in As, Reports, Account Management, Locate Customer and Logout.
The Account Management Screen displays the Agent information. (This information is set by Revenue Management and cannot be edited.) We realize that this is not your email, but it is acting as a placeholder only. Nothing will be sent to this email.
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ANNOUNCEMENTS
ANNOUNCEMENTS
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Announcements are the communication between DEC and the Agents/Clerks.
The Announcement Link is found AFTER logging in to the system on the Account Management page.
Check announcements/messages DAILY!
Agents and Clerks each manage their own announcements. They can keep/delete their own announcements.Clic
k
ANNOUNCEMENTS
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Click to delete read announcements
Click to see entire announcement (see next
screen)
All announcements are available to be read. Some announcements may be TIME
SENSITIVE. Be sure to check your announcements throughout the day.
SelectSelect the Announcement
link
ANNOUNCEMENTS
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Click to close and return to Announcement screen
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ADDING/ACTIVATING/DEACTIVATING A CLERK
ADDING/ACTIVATING A CLERK
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Adding/Activating a new clerk begins on the Account Management Screen. Only the Agent of Record can create the Clerk account.
ADDING/ACTIVATING A NEW CLERK
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The Agent of Record is responsible for Adding/Activating/Deactivating Clerks. Once a Clerk has been added, they are NEVER deleted from the system, but can be “deactivated”.
This e-mail address is purposely put in as a fictitious email and will never be used.
Can sort clerks by user name, email or status
Click
CLERK REGISTRATION SCREENACTIVATING A CLERK
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Assign User NameEnter E-mail Address
Create fictitious email i.e., clerk [email protected]
Select a Security Question & Provide
Answer
Create Password (8-21 characters)
CLERK REGISTRATION SCREENACTIVATING A CLERK
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Add Clerk Information: List only clerk’s first and last name - No Phone Number
The Contact Address List has been disabled so no information may be added. Do NOT add Clerk’s address.
Click
SUCCESSFUL CLERK ACTIVATION
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Click to return to the account Management Screen
The Clerk is now active in the system and may login.
The Clerk will be required to change their password when they login the first time.
DEACTIVATING A CLERK
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Click Deactivate
An ACTIVE clerk will have a STATUS of Active. If a clerk leaves the employ of the Agent, the Clerk’s account must be DEACTIVATED. To inactivate a Clerk’s account simply Click “Deactivate”. The deactivated Clerk’s status will now read
“Inactive”. A Clerk’s account cannot be deleted.
ACTIVATING A DEACTIVATED CLERK
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A deactivated clerk can be activated by simply locating the clerk’s account and clicking the Action - Activate.
Click Activate
Inactive Clerk
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REPORTS
ACCESSING REPORTS
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Click
This is where all reports are found. Simply Click and pick the report you need. Reports are covered in greater detail in
Module 12.
LOG OUT OF SYSTEM
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Click
It is important to NEVER leave the application open under an AGENT LOGIN. Clerks should login and make sales under their own account and logout when they complete their sales.
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Please continue to Module 3 – Express Buy New
Customer