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- Determine whether the individual has a bulk renewal account.
- If they are uncertain or do not remember their credentials, create a Further Action Required ticket providing their contact information.
- If they do have credentials, they will select the option for "Please click here to access bulk renewals. " (see image below)
- They will then log in using their credentials.
- Once logged in, they will complete each renewal one by one, without submitting a payment.
- After they have entered all licensees that they wish to renew, they will select "checkout and pay"
- They will enter their payment information and receive a receipt for all renewals that were completed in the bulk renewal.
It can be difficult to tell if the user is logged in as a bulk user whenever they are redirected to the initial login page. After logging in, each renewal that they complete on the home screen is added to the bulk renewal, but there is not a lot of feedback given to the user to indicate that. From a development perspective, here is a similar list of steps needed to complete a bulk renewal.
Follow the “Please click here to access bulk renewals.” link to the bulk login page.
Log in as the bulk user.
Click the “Renew/Reclassify” option. This will take you back to the initial page, however the bulk user is still logged in.
Sign in as the licensee (with license # and SSN).
Fill out the form as the licensee and submit.
Repeat steps 3-5 for each licensee.
Follow the “Please click here to access bulk renewals.” link and select the “Pay Balance” option. This will show a list of the completed renewals and allow the user to pay for all of them at once.
We should probably reevaluate this process to make it less confusing in the future. For now it will work, but adding a FAQ / Instructions, a “who’s currently logged in user message,” or an entirely alternate flow for bulk renewals could be a few options for making it easier.