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Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

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Page 1: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

Department of Environmental Conservation

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REPLACE DOCUMENTSMODULE 7

Page 2: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

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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

Page 3: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

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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.

Page 4: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

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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 require an ACTION or INPUT.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.

Page 5: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

MODULE 7: OBJECTIVES

Upon completion of this module the Agent will:• Replace license and/or tags for customers

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Page 6: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

BUSINESS

• Replaced tags get a new document number. All tags that have been replaced are invalid

• There is a $5 fee for replacing a privilege panel• There is a $10 fee for replacing one or all Carcass Tags.

Any additional carcass tag replacements will incur additional $10 fees

• There is NO CHARGE to replace a back tag or a Marine Registry

• When replacing a Carcass tag, the Agent MUST have the Customer complete and sign the Carcass Tag Replacement Form. The Agent must keep this on file for a minimum of 3 years (The Carcass Tag Replacement form is available through the Agent Help Link)

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Page 7: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

CHOOSE AN ACTIVITY

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Select

Click

Be sure to Locate a Customer and verify all information. (See Module 3)

Page 8: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

VERIFY APPLICANT DETAILS

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Verify the Applicant Details and if correct, click Continue.

Click

Page 9: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

SELECT DOCUMENTS TO REPLACE

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Select document(

s) to replace

(Select the checkbox)

Click

Page 10: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

SELECT DOCUMENTS TO REPLACE

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Click

Select Change the NO radio button to YES

Page 11: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

VERIFY DOCUMENTS STATUS

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Verify that the status of

all the licenses &/or

tags you wish to

replace have changed to

YES (do not select the checkbox)

ClickSelect Payment type

Page 12: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

APPLICATION REVIEW

Department of Environmental Conservation 12Click

Edit button

The Application Review Page shows the Agent every possible choice that could have been made in this Customer’s profile. Agents can review by floating their mouse over the different sections. License Sales suggests that you continue past this page to the Pay Fees page where you will be able to review the exact items the Customer wants to purchase along with their total fees.

Full screen view

Continue button

Use “breadcrumbs” to navigate! Do NOT hit the browser BACK button

Page 13: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

PAY FEES

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Click

Review all the items and fees with the Customer and collect the total fees before hitting continue.

By clicking Continue you will commit the sale to the system.

COLLECT fees BEFORE continuing!

Page 14: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

LICENSE ISSUANCE

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A successful License Issuance screen will display. The Agent will now Click the Print Tag button to print the Customer’s license and tags.

At this screen the sales process is complete.

Print/View Receipt – used to print receipts if needed. All information on the receipt is on your daily sales report. The Customer’s receipt is their license. This receipt will print to your regular 8 ½ x 11 paper printer.

After collecting all fees and clicking continue a successful License Issuance screen will display. The Agent will now “Click the Print Tag” button to print the license’s &/or tags the Customer wanted to replace.

At this screen the sale of the replacement license’s &/or tags have been committed to the system.

Page 15: Department of Environmental Conservation 1 REPLACE DOCUMENTS MODULE 7

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Please continue to Module 8 – Upgrade Lifetime

Licenses