CVR Massachusetts EVR Online User's Guide

Transcription

1 CVR Massachusetts EVR Online User's Guide

2 Table Of Contents Centerpointe Massachusetts EVR User's Guide... 1 Using MA EVR Help... 2 Getting Started... 3 Getting Started Introduction... 3 Company Setup... 4 User Sign On...5 Printer Setup...6 Communications Setup... 7 Security Code... 9 MA EVR Menus and Workspaces MA EVR Menus and Workspaces Horizontal Menu Bar Horizontal Menu Bar Horizontal Menu Bar Log File Communications Log Process Toolbar Reports Toolbar Communication Toolbar Communication Toolbar Communication Toolbar Communications Configuration Password Update Maintenance Toolbar Managing Inventory Inventory Introduction Adding Inventory Modifying Inventory Performing an Inquiry Inquiry Selection Inquiry Data Input Transmitting an Inquiry Processing Transactions Title & Registration Overview Registration Selection Window DMS Import Creating a New Registration Vehicle Page Vehicle Page - Data Entry Fields Owner Page Owner Page - Data Entry Fields Lessee Page Lessee Page Data Entry Fields Insurance/Lien Page Insurance/Lien Page Data Entry Fields Plate/Fees Page Plate/Fees Page - Data Entry Fields Messages Page Plate Cancellations Renewals Reports and Reprints Reports and Reprints Introduction Registration Reprints Selection Inventory Summary Inventory Detail Report Bundle Reports Tools and Maintenance ii

3 Table Of Contents Tools and Maintenance Introduction Recovering a Transaction Backup Restoring Data from a Backup Table Maintenance Purge Maintenance Purge Printer Setup System Maintenance Default Location Maintenance Company Maintenance Insurance Maintenance Owner Maintenance Lienholder Maintenance Registration Template Printed User Guide Glossary Index iii

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5 Centerpointe Massachusetts EVR User's Guide CVR's Massachusetts Electronic Vehicle Registration (MA EVR) provides an electronic link to the Massachusetts Registry of Motor Vehicles (RMV). This link allows your company to process title and registration transactions, issue license plates, decals, and print registration certificates and reports. About this User Guide To find help on a specific topic, browse the Table of Contents menu, or use the Search feature by typing in a specific subject. For more help on how to use this User Guide, continue to Using MA EVR Help. Table of Contents: Getting Started - Contains system setup information which must be completed before processing transactions with MA EVR. MA EVR Menus and Workspaces - Become familiar with the MA EVR interface, and explore the menus and toolbars. Managing Inventory - Learn how to manage your inventory. Performing an Inquiry - Learn about available features to query owner and vehicle information. Processing Transactions - Learn about the data-entry screens used to process Title & Registration transactions, Plate Cancellations, and Renewals. Reports and Reprints - Learn how to reprint your registration forms, print bundle reports, and run inventory reports. Tools and Maintenance - Learn how to Backup, Recover and Restore your data. Also, learn how to save and edit frequently used Lienholders, Insurance Companies, and Owners. 1

6 Using MA EVR Help This User Guide contains the following features, which can be accessed from the top horizontal toolbar: Contents: When clicked, this button will display the Table of Contents menu in the left-hand margin. (The Table of Contents is already displayed by default when the User Guide is launched). The Table of Contents displays help topics, organized by subject. Clicking on a topic from the Table of Contents will display the information here in the main window. Index: When clicked, this button will list the help topics in alphabetical order, in the left-hand margin Search: You can search for help on a specific topic by typing in key words into the text entry box on the top toolbar. For example, entering "plate page" into Search field will display a list of topics related to the Plate page. Glossary: The glossary contains a list of terms found in this User Guide, along with their definitions. Print: You can use this button to print out the current help topic which you are viewing. Note: You can download a printable version of the entire User Guide from the Printed User Guide section. Return to Main Page 2

7 Getting Started Getting Started Introduction Once the MA EVR software is installed, the next step is to configure the software and set the system options to their proper settings, based on your dealership needs. Before processing transactions, make sure you have performed the following: Completed the Company Setup Screen Set up the Printer(s) Set up Communications Relayed the MA EVR Security Code to CVR You may also review the system requirements needed to run MI EVR on your computer workstation. 3

8 CVR Massachusetts EVR Online User's Guide Company Setup When MA EVR is installed for the first time, the Company Maintenance window will automatically display before the program is started. Click on any button or data field for an explanation of its purpose. Enter the following information in the window, using the Tab key or the mouse to move between fields. When you have finished entering all required data, click the Save button, then click Exit. The MA EVR application will then open to the User Sign On window. If you are processing deals for more than one company from this workstation, you can add another company by clicking the New button and repeating the data entry steps. Next Topic: User Sign On 4

9 Getting Started User Sign On Double click the Massachusetts EVR icon to launch the program. The product splash screen will appear, then the User Sign On window will display: Enter your CVR assigned User ID and click OK. If you do not have a User ID, contact CVR Client Support Central at 1(800) Note: Only users who have completed RMV training are allowed to process transactions. If you have more than one company setup in the application, you can switch the company for which you will be processing using the Active Company dropdown list. (For information on adding an additional company, see Company Maintenance.) The default company at sign-on will be the company that was last active when the program was closed. Next Topic: Printer Setup 5

10 CVR Massachusetts EVR Online User's Guide Printer Setup Before processing transactions, you must designate which printer(s) will be used to print your various certificates and reports. From the MA EVR horizontal menu bar, click Tools > Printer. The Printer Setup window will display: The Printer dropdown list will contain all installed printers recognized by Windows. Using the dropdown lists, select the individual printers to be used as your Registration Certificate, RMV-1, RMV-3, and Pull Ticket/Reports printers. The paper source for your selected printers will automatically be selected by default. However, you can manually select a paper source by from the Paper dropdown list. You may also set the top and left margins for the printer by entering the value in the Pre-Printed Margins fields. Once you have made your printer selections, click OK to save your selections and exit. Next Topic: Communication Setup 6

11 Getting Started Communications Setup Another vital step in the setup is to configure MA EVR's communication settings. These settings control how your MA EVR workstation will transmit registration data to the RMV. To set your communication settings: From the vertical toolbar, click the Communication tab. Click the Setup button. The Communications Configuration window will display: Start with the Active Session dropdown. - If you connect to the internet using a high-speed or broadband connection (such as DSL, cable internet, T1, etc.): Set the Active Session to CVR Host WWW. - If you connect to the internet using a modem (a dial-up connection): Set the Active Session to either CVR Host Production Portmaster or CVR Host Production Direct. (In the event of busy signals or slow connections, you may switch between the two sessions to attempt to find a faster connection.) Make sure the modem in use is selected from the Modem dropdown list. If you have any dialing prefixes (for example: if you must dial "9" to connect out), enter the prefix in the Dialing Prefix field. The Time Zone should be set to Eastern Standard Time. The time zone can be adjusted by clicking the dropdown list, and selecting the proper time zone. When you have finished, click OK to save your configuration settings. 7

12 CVR Massachusetts EVR Online User's Guide Note: If you are transmitting using high-speed internet (CVR Host WWW) and your dealership has specific security/network restrictions on internet access (such as a proxy server), you must configure them on the Sessions tab. To enable proxy server configuration, check the Use Proxy Server box, and enter all information required for internet access through your network. (Please consult your computer/it administrator if you are unsure of any these settings) Next Topic: Security Code 8

13 Getting Started Security Code Before your MA EVR workstation is fully functional, your computer s Security ID must be on file with CVR. To view your workstation's Security ID: From the vertical toolbar, click the Communication tab, and click Setup. The Security ID will appear on the General tab, next to the Active Session field. Contact CVR Support Central at , and relay this Security ID. Next Topic: MA EVR Menus and Workspaces 9

14 MA EVR Menus and Workspaces MA EVR Menus and Workspaces This section will allow you to become familiar with the MA EVR interface, and explore its menus and workspaces. Click on an area of the MA EVR interface for more information. Next Topic: Horizontal Menu Bar 10

15 MA EVR Menus and Workspaces Horizontal Menu Bar Horizontal Menu Bar The horizontal menu bar (located just beneath the CVR Massachusetts EVR title) contains the following menus: File Menu User Log On - Allows you to log off as the current user, and log in to MA EVR as a new user. Close - Closes the current active window. Import - Imports F&I deal files exported from your DMS. (Your system must be configured for deal import). Exit- Closes the MA EVR program. View Menu Log File - Allows you to view system log files generated by MA EVR for troubleshooting purposes. Communication Log- Allows you to view data communication logs for troubleshooting purposes. Tools Menu (Additional information is located in the Tools and Maintenance section.) Recover - Allows you to retrieve a completed transaction from the CVR host, using the transaction s Control Number. Backup - Allows you to create a backup of your MA EVR data. Restore - Allows you to restore your MA EVR system data from a backup file. Table Maintenance - This tool can rebuild and repair a damaged database data on your workstation, but must be used with caution. Purge Days - Allows you to set the amount of time transaction data is retained on your computer's database before deletion. Purge - Allows you to manually purge MA EVR s registration database. Printer - Use this menu to select and configure printers System - Use this menu to configure your DMS import and software download options. Default Location - Allows you to adjust your default processing location. Messages 11

16 CVR Massachusetts EVR Online User's Guide If any system messages are available from the CVR Host server, they will be displayed here. Updates - If a software update is available for electronic download, they will be displayed when this button is clicked. Help Menu Massachusetts EVR Help - Opens this Help Guide which you are currently viewing. CVR Support on the Web - Connect the MA EVR Client Support website for additional help, training, and software downloads. Contact Us - Contact CVR by . About Massachusetts EVR - View software version information. Next Topic: Log File 12

17 MA EVR Menus and Workspaces Horizontal Menu Bar The horizontal menu bar (located just beneath the CVR Massachusetts EVR title) contains the following menus: File Menu User Log On - Allows you to log off as the current user, and log in to MA EVR as a new user. Close - Closes the current active window. Import - Imports F&I deal files exported from your DMS. (Your system must be configured for deal import). Exit- Closes the MA EVR program. View Menu Log File - Allows you to view system log files generated by MA EVR for troubleshooting purposes. Communication Log- Allows you to view data communication logs for troubleshooting purposes. Tools Menu (Additional information is located in the Tools and Maintenance section.) Recover - Allows you to retrieve a completed transaction from the CVR host, using the transaction s Control Number. Backup - Allows you to create a backup of your MA EVR data. Restore - Allows you to restore your MA EVR system data from a backup file. Table Maintenance - This tool can rebuild and repair a damaged database data on your workstation, but must be used with caution. Purge Days - Allows you to set the amount of time transaction data is retained on your computer's database before deletion. Purge - Allows you to manually purge MA EVR s registration database. Printer - Use this menu to select and configure printers System - Use this menu to configure your DMS import and software download options. Default Location - Allows you to adjust your default processing location. Messages 13

18 CVR Massachusetts EVR Online User's Guide If any system messages are available from the CVR Host server, they will be displayed here. Updates - If a software update is available for electronic download, they will be displayed when this button is clicked. Help Menu Massachusetts EVR Help - Opens this Help Guide which you are currently viewing. CVR Support on the Web - Connect the MA EVR Client Support website for additional help, training, and software downloads. Contact Us - Contact CVR by . About Massachusetts EVR - View software version information. Next Topic: Log File 14

19 MA EVR Menus and Workspaces Log File MA EVR contains system log files which can assist with technical support and troubleshooting. These files are primarily reserved for Technical Support use. To access a log file: From the horizontal menu bar, click View > Log Files. The log file will appear in a preview window. Next Topic: Communications Log 15

20 CVR Massachusetts EVR Online User's Guide Communications Log MA EVR generates communication log files which can assist with troubleshooting data transmission. This log is primarily reserved for Technical Support use. Next Topic: Process Toolbar 16

21 MA EVR Menus and Workspaces Process Toolbar The Process Toolbar contains the following buttons: Registration - Opens the Registration Selection window, used to start title and registration transactions. Inquiry - Opens the Inquiry Selection window, used to start an RMV record inquiry. Inventory - Opens the Inventory Selection window, where users can manage inventory. Click on one of the toolbar buttons for more information. Next Topic: Reports Toolbar 17

22 CVR Massachusetts EVR Online User's Guide Reports Toolbar The Reports Toolbar contains the following buttons: Registration - Opens the Registration Selection for Reprints window. Registration forms for completed transactions can be reprinted here. Inventory Summary - Launches the Inventory Summary Report Inventory Detail - Launches the Inventory Detail report. Bundle - Bundle Reports can be printed using this window. Click on one of the toolbar buttons for more information. Information on registration reports and/or reprints can also be found in the Reports and Reprints section of this User Guide. Next Topic: Communication Toolbar 18

23 MA EVR Menus and Workspaces Communication Toolbar Communication Toolbar The Communication Toolbar contains the following buttons: Setup - This area controls how your workstation transmits data to RMV and the CVR host server. Password Update - Allows you to update your CVR password. Click on one of the toolbar buttons for more information. Next Topic: Communications Configuration 19

24 CVR Massachusetts EVR Online User's Guide Communication Toolbar The Communication Toolbar contains the following buttons: Setup - This area controls how your workstation transmits data to RMV and the CVR host server. Password Update - Allows you to update your CVR password. Click on one of the toolbar buttons for more information. Next Topic: Communications Configuration 20

25 MA EVR Menus and Workspaces Communications Configuration The Communications Configuration menu controls how your MA EVR workstation will transmit registration data to the RMV. To set your communication settings: From the vertical toolbar, click the Communication tab. Click the Setup button. The Communications Configuration window will display: Start with the Active Session dropdown. - If you connect to the internet using a high-speed or broadband connection (such as DSL, cable internet, T1, etc.): Set the Active Session to CVR Host WWW. - If you connect to the internet using a modem (a dial-up connection): Set the Active Session to either CVR Host Production Portmaster or CVR Host Production Direct. (In the event of busy signals or slow connections, you may switch between the two sessions to attempt to find a faster connection.) Make sure the modem in use is selected from the Modem dropdown list. If you have any dialing prefixes (for example: if you must dial "9" to connect out), enter the prefix in the Dialing Prefix field. The Time Zone should be set to Eastern Standard Time. The time zone can be adjusted by clicking the dropdown list, and selecting the proper time zone. The Time Zone should be set to Eastern Standard Time. The time zone setting can be adjusted by clicking the dropdown menu, and selecting the proper time zone. When you have finished, click OK to save your configuration settings. 21

26 CVR Massachusetts EVR Online User's Guide Note: If you are transmitting using high-speed internet (CVR Host WWW) and your dealership has specific security/network restrictions on internet access (such as a proxy server), you must configure them on the Sessions tab. To enable proxy server configuration, check the Use Proxy Server box, and enter all information required for internet access through your network. (Please consult your computer/it administrator if you are unsure of any these settings). Next Topic: Password Update 22

27 MA EVR Menus and Workspaces Password Update The Password Update feature allows users to change or update their password at their convenience. When the Password Update button is clicked, a Communications window will display prompting you to enter your CVR User ID, Old (current) Password, and New Password of your choice. New passwords must be between 6-8 characters, and contain a combination of both letters and numbers. You may not reuse a password previously used within the last two years. After clicking the OK button, you will be prompted to confirm your new password by re-entering it. Once entered, clicking the OK button will complete your password update. Next Topic: Maintenance Toolbar 23

28 CVR Massachusetts EVR Online User's Guide Maintenance Toolbar The Maintenance Toolbar contains the following buttons: Company Maintenance - Allows you to create and edit your company s CVR user information. Insurance Maintenance - Allows you to save and edit frequently used insurance company information. Owner Maintenance - Frequently used owner and lessor information can be saved to your database here. Lien Maintenance - Allows you to save and edit frequently used Lienholder records. (Registration) Templates - Allows you to create and edit data entry templates. Templates can ease data entry in the Registration pages by pre-populating commonly used fields. Click on one of the toolbar buttons for more information. Information on additional maintenance features can be found in the Tools and Maintenance section of this User Guide 24

29 Managing Inventory Inventory Introduction This section explains how to manage your inventory within MA EVR. This section contains the following topics: (select a topic to continue) Adding New Inventory Modifying Inventory For information on inventory reports, see the following topics (located in the Reports and Reprints section): Inventory Summary Inventory Detail Report Note: Each CVR client is responsible for the safekeeping, tracking and control of all physical inventory, such as license plates, year stickers, and registration cards. 25

30 CVR Massachusetts EVR Online User's Guide Adding Inventory Whenever a new inventory batch is received from RMV, the inventory information must be entered into your MA EVR workstation before it can be issued in a title & registration transaction. To add inventory: From the Process toolbar, click the Inventory button to launch the Inventory Selection window. Click the New button to add a new batch of inventory. The Password Entry window will appear: Enter the daily inventory password, then click OK. (To obtain the daily password, call CVR at , option 3) The Add Inventory window will display. 26

31 Managing Inventory Enter the following information as it pertains to the new inventory batch, then click OK.. (Different fields will be required based on inventory type). Type - Select the type of inventory being added using the dropdown listing. Series - Select the series for the inventory if applicable (e.g.- Passenger special plate type, Decal year, etc.) Month - (Passenger plates) Select the plate month Beginning Serial - (Plates only). Enter the starting serial number in the inventory batch. Ending Serial - (Plates only). Enter the ending serial number in the inventory batch. Batch Count- Enter the quantity of the inventory being added. Location - If you have inventory allocated in more than one Location, select it from the dropdown. Upon successfully adding a new inventory series, the Add Inventory window will reset. If you are adding multiple inventory batches, repeat the process, clicking OK after entering each inventory batch. When you have finished adding all new inventory batches, click Cancel to return to the Inventory Selection window. NOTE: Inventory batch information must be recorded by CVR before it can be issued. After loading your inventory in MA EVR, be sure to fax the inventory packing slip to CVR at Next Topic: Modifying Inventory 27

32 CVR Massachusetts EVR Online User's Guide Modifying Inventory You will occasionally need to modify the status of an inventory item to account for missing, damaged, or returned plates. Once the inventory has been loaded into the system, you can modify its status in the Inventory Selection window. To modify status on a plate: From the Process toolbar, click the Inventory The Inventory Selection window will display. button to launch the Inventory Selection window. In the Range panel, click on the Series of plates in which you need to edit. In the Detail panel, double-click on the individual plate you want to modify. The Inventory Detail window will appear as shown below: Select the new status from the dropdown listing. (Note: You must enter the CVR daily password before you can modify inventory. To obtain the password, call 1(800) , option 3.) Click the Save button to confirm the status change, then click Exit to return to the Inventory Selection screen. To modify status on multiple plates: From the Inventory Selection window, click on the Series of plates in which you need to edit (in the Range panel).with the range selected, click the Open button. The Update Inventory window will appear. 28

33 Managing Inventory Type in the Beginning and Ending Serial numbers, and the Batch Count (quantity) of the plates to be modified. Select the new status from the dropdown listing. Click OK to save your status changes, and return to the Inventory Selection window. Next Topic: Performing an Inquiry : Inquiry Selection screen 29

34 Performing an Inquiry Inquiry Selection The Inquiry feature allows you to verify information about vehicles purchased and traded-in, owner and registration information for plates being transferred. To perform a new inquiry: From the left-hand vertical toolbar, click the Process tab. Click the Inquiry button. The Inquiry Selection window will display as shown below: Click on a toolbar button for an explanation of its purpose. To start a new inquiry, click the New display. button on the Inquiry Selection toolbar. The Inquiry Data Input screen will Inquiry records will also be transmitted to RMV from this window one the data has been entered. Next Topic: Inquiry Data Input 30

35 Performing an Inquiry Inquiry Data Input MA EVR allows you to perform an inquiry on either a plate number, Vehicle Identification Number (VIN), or Title Number. Click on any of the data-entry fields or buttons for an explanation of its purpose. Type a unique control number which will identify this inquiry transaction. If you would like to transfer the results of your inquiry to a registration transaction, check the Transfer to Registration box, and (if necessary) enter the control number to be used for the registration. Using the bottom tabs, select the type of inquiry which you would like to perform. (Plate inquiry is selected by default). For a Plate Inquiry, provide the plate number, and plate type. For a VIN Inquiry, enter the full Vehicle Identification Number. For a Title Inquiry, enter the vehicle's MA title number. Once you have entered all the required inquiry data, click the Save button, then click Exit to return to the Inquiry Selection window. Once you return to the Inquiry Selection window, you can transmit the inquiry. Next Topic: Transmitting an Inquiry 31

36 CVR Massachusetts EVR Online User's Guide Transmitting an Inquiry Use the Inquiry Selection window to transmit your inquiry requests to RMV. To transmit inquiries: Select the inquiry records you want to transmit by double-clicking the record. (You can transmit multiple inquiries at a time) Inquiries that have been selected for transmission will be highlighted in bright blue. If you would like to view the inquiry on-screen before printing, click the Preview Report checkbox. Your inquiry will be displayed in a preview window once the transmission is successful. With your records selected, click the Transmit Your CVR User ID and Password will be required. button. Once the transmission is successful, you can print your inquiry using the Print button. Next Topic: Title and Registration Overview 32

37 Processing Transactions Title & Registration Overview MA EVR allows you to process the following types of transactions: Registrations - MA EVR supports the following types of title & registration transactions: New Plate - A new title and registration is issued with a new plate and sticker Transfer - An existing registration and plate are transferred to another vehicle. No new plate or sticker are issued. Transfer with Reassignment - An existing registration is transferred to another vehicle, and plate is reassigned. Plate Cancellation - Processes a plate cancellation. Renewal - Renewals can be performed on a registration expiring within the next 90 days. To start a title & registration transaction, click the appropriate box from the top toolbar in the Registration Selection window. Next Topic: Registration Selection Window 33

38 CVR Massachusetts EVR Online User's Guide Registration Selection Window All registrations are created through the Registration Selection window. To access the Registration Selection window: From the left-hand vertical toolbar, click the Process tab. Click the Registration button. The Registration Selection window will display: Click on a toolbar button for an explanation of its purpose. Transactions can be started by either Importing F&I deals from your DMS, or by creating a new transaction and manually entering the deal information into the data-entry pages. To manually create a new transaction, click either the Registration, Plate Cancel, or Renewal buttons on the toolbar. For more information, continue to: Creating a New Registration. Next Topic: DMS Import 34

39 Processing Transactions DMS Import Registration data can be imported from deals created on your F&I Dealer Management System (DMS) such as ADP, Reynolds & Reynolds, etc. Before MA EVR can retrieve your F&I deals, the deals must first be exported using your DMS program. (For instructions on how to export a transaction, contact your DMS provider.) To import a record from your DMS: Once the deals have been exported from your DMS, click the Import button on the Registration Selection window. The Import Registration window will display transactions available to import. Select the records you want to import by double-clicking the record. Records selected for import will stay highlighted in bright blue. Click Import button to import the selected deals. By importing a deal, the registration data will be automatically transferred into CVR's data-entry pages. (Note: In order for the Import feature to function, both your MA EVR workstation and DMS must be properly configured. For help configuring MA EVR for import, see the System Maintenance Window. For assistance configuring your DMS for data export, contact your DMS provider.) Next Topic: Vehicle Page 35

40 CVR Massachusetts EVR Online User's Guide Creating a New Registration If you do not import deals from a DMS, you can process a registration by keying in the necessary information into MA EVR's data entry screens. To start a new transaction: From the Registration Selection window, click the Registration The Registration Wizard window will display: button. Create a unique Control Number for the transaction and enter it in the space provided. If you would like to use a custom template, you can select it here. Click OK to continue. (Note: Control Numbers may be up to 8 alphanumeric characters, and cannot be reused on another transaction. Common control numbers are the vehicle stock number, or F&I deal number.) The Registration Entry view will display the data-entry pages, starting with the Vehicle page. To process a registration transaction, you will need to complete each of the following data entry pages: Vehicle, Owner, Lessee (if applicable), Insurance/Lien, and Plate/Fees. Next Topic: Vehicle Page 36

41 Processing Transactions Vehicle Page The Vehicle page captures the information about the vehicle being sold and contains panels for Vehicle, Tax, Trade-In, and Title information. Click on any button or data field for an explanation of its purpose. Typing in a valid VIN will automatically populate several fields, including the Vehicle Year/Make, Model, and Body. Required fields will vary depending on vehicle type (New/Used), and an applicable trade-in vehicle. Next Topic: Owner Page 37

42 CVR Massachusetts EVR Online User's Guide Vehicle Page - Data Entry Fields The Vehicle Page includes the following data-entry fields. Required fields will vary based on the transaction. Vehicle Type- Select the vehicle condition from the dropdown list: New or Used Registration Type - Select the type of registration from the dropdown list: Commercial, Motorcycle, Passenger, Trailer VIN - Enter the manufacturer's vehicle identification number (VIN) as found on the title or MCO. (Required) Year/Make - The vehicle Year and Make fields will be automatically entered upon entry of a valid VIN. Vehicle Year - 2 digits representing the vehicle model year. Make - If the vehicle make does not automatically appear, select the proper make from the dropdown listing. Model Name - The vehicle model name will be automatically entered when a valid VIN is entered. The model name may also be entered in manually. Model Number - The vehicle's model number may be optionally entered. Body Type - The body type will be automatically populated after entering a valid VIN. Otherwise, select a valid body style for the vehicle using the dropdown listing. Primary Color - Select the primary color of the vehicle from the dropdown list. Secondary Color - If the vehicle has a secondary (trim) color select it from the dropdown list. Number of Cylinders - Enter the number of cylinders in the vehicle's engine. Number of Doors - Enter the number of doors on the vehicle. Transmission Type - Select the vehicle's transmission type (Manual or Automatic) from the dropdown list. Gross Weight - (For Commercial vehicles only.) Enter the total carrying capacity the customer will use the vehicle for. The entry must be greater than 1000 lbs - there is no upper limit. Fuel Type - The vehicle fuel type will automatically populate when a valid VIN is entered. Otherwise, select the type of fuel used for the vehicle from the dropdown list. Stock # - (Optional).You may enter the Dealer's Stock # for this vehicle. Wheels - Enter the number of wheels on the vehicle Passengers - Enter the number of passengers the vehicle supports. Net Sales Price - (Depending on your Company Type, this field may labeled as Gross Price). Type in the purchase price of the vehicle (in dollars and cents) paid by the new owner. Trade-In Allowance - If a vehicle trade-in is involved with this transaction, enter the dollar amount given towards the trade-in vehicle. Taxable Sales Price - This field will automatically be calculated. The filed will display the net price used to calculate the sales tax. Sales Tax - The vehicle sales tax will automatically be calculated after the transaction is successfully transmitted. Tax Exemption - If the buyer is exempt from sales tax for this transaction, select the reason from the dropdown list. Trade-In VIN - If the buyer is trading in a vehicle, enter it's Vehicle Identification Number (VIN) here. Trade-In Year/Make - These two fields will automatically be filled in upon entry of a valid Trade-In VIN. Otherwise, enter the 2-digit Model Year of the Trade-In vehicle and select the make of the vehicle from the dropdown list. Trade-In Model - The vehicle model name will be automatically entered when a valid VIN is entered. 38

43 The model name may also be entered in manually. Processing Transactions Date of Purchase - Enter the date (in MM/DD/YYYY format) on which the vehicle was sold. Vehicle Odometer Reading - Type in the odometer (mileage) reading in whole units at the time of vehicle sale. (Not required for Trailer transactions). Odometer Brand - Select the vehicle's odometer brand from the dropdown list. Previous Title State - Using the dropdown list, select the state abbreviation on the vehicle's title. Previous Title Number - For used vehicles, enter the vehicle's previous title number as it appears on the title document. 39

44 CVR Massachusetts EVR Online User's Guide Owner Page The Owner page captures the information concerning the legal owner(s) of the vehicle being registered. Click on any button or data field for an explanation of its purpose. If registration is a lease deal, the lessor information will be entered here, and an additional data entry page will appear for Lessee information. If there are 2 owners attached to this registration, the second owner type may only be Individual. Next Topic: Lessee Page 40

45 Processing Transactions Owner Page - Data Entry Fields The Owner Page includes the following data-entry fields. Required fields will vary based on the transaction. Owner Type - Use the dropdown list to indicate if the vehicle owner is an Individual, Company, or Lessor (Selecting Lessor will open an additional Lessee page to enter lessee information.) Note: The Owner type for Owner 2 can only be set to Individual. Driver's License State - (Individual Owner types.) Select the state in which the owner's driver's license was issued from the dropdown list. Driver's License Number - (Individual Owner types) Enter the owner's Driver's License number. Identification - If the owner is an individual and does not have a valid MA driver's license, enter some other accepted form of identification (e.g., Social Security Number) here. If the owner is a company, enter the Federal Identification Number (FID) here. Last Name/Company Name - If the owner is an individual, enter the owner's last name. If the owner is a company, enter the full company name. (If you have saved frequently-used companies to your Owner database, you may also select them from the dropdown list). Owner First Name - (For Individual owner types).enter the vehicle owner's first name. Owner Middle Name - (For Individual owner types).enter the vehicle owner's middle name. Date of Birth - (For Individual owner types).enter the vehicle owner's date of birth in MM/DD/YYYY format. Add Owner - (Individual owners only.) If the owner has never been entered in the RMV owner database, click this checkbox to add this owner record. Customer Number - You may enter the owner's dealership customer # as an optional field. Owner Mailing Address - Enter the vehicle owner's mailing address. If the mailing address contains two address lines, you may also use the second Owner Mailing field. Mailing Address City/State - The owner's mailing address city and state will automatically populate when a valid Zip code is entered. Mailing Address Zip - Enter the Zip code of the owner's mailing address. Entering a valid Zip code will automatically populate the Mailing City and State fields. Garage - Using the dropdown list, select the jurisdiction in which the vehicle will be garaged. (Usually the city of residence.) Owner Residence Address - Enter the vehicle owner's residence address. If the residence address contains two lines, you may enter it in the second Res Address field. Residence Address City/State - The residential address city and state will automatically populate when a valid Zip code is entered. Residential Address Zip - Enter the Zip code of the owner's residential address. Entering a valid Zip code will automatically populate the Residential Address City and State fields. Owner Address Change - If the owner's address (Mailing, Residential, or Both) has changed, indicate here using the dropdown list. The owner's record on the RMV database will be updated with the information provided. 41

46 CVR Massachusetts EVR Online User's Guide Lessee Page If the Owner Type is set to Lease on the Owner page, the Lessee tab will appear. Similar to the Owner page, the Lessee page is used to capture name and address information of the lessee(s) in a lease deal. Click on any button or data field for an explanation of its purpose. Next Topic: Insurance/Lien Page 42

47 Processing Transactions Lessee Page Data Entry Fields The Lessee Page includes the following data-entry fields. Required fields will vary based on the transaction. Lessee Type - Use the dropdown list to indicate if the lessee is an Individual or Company. Driver's License State - (Individual Lessee types only.) Select the state in which the lessee's driver's license was issued from the dropdown list. Driver's License Number - (Individual Lessee types only) Enter the lessee's Driver's License Number. Identification - If the lessee is an individual and does not have a valid MA driver's license, enter some other accepted form of identification (e.g., Social Security Number) here. If the lessee is a company, enter the Federal Identification Number (FID) here. Middle Name - (Individual Lessee types only).enter the lessee's middle name. Date of Birth - (Individual Lessee types only).enter the lessee's date of birth in MM/DD/YYYY format. Add Lessee - (Individual Lessee Types only.) If the lessee's information has never been entered in the RMV owner database, click this checkbox to add the record. Address - Enter the lessee's mailing address information here. City/State - The address city will automatically populate when a valid lessee Zip code is entered. You may also type in the city name. Zip Code - Enter the Zip code of the lessee's mailing address. Entering a valid Zip code will automatically populate the City and State fields. 43

48 CVR Massachusetts EVR Online User's Guide Insurance/Lien Page The Insurance/Lien page captures the vehicle owner's insurance information, as well as any lienholder information attached to the deal. Click on any button or data field for an explanation of its purpose. If you need to obtain or verify lienholder information (such as an address or lien code), the Web Lookup button can be used to search lienholder records via the CVR website. ( The Lien Information Verified box must be checked (even if there is no lienholder attached to this deal) before you are able to transmit the transaction. Next Topic: Plate/Fees Page 44

49 Processing Transactions Insurance/Lien Page Data Entry Fields The Insurance/Lien Page includes the following data-entry fields. Required fields will vary based on the transaction. Effective Date - Enter the date (MM/DD/YYYY) on which the insurance coverage on the vehicle came into effect. Insurance Change Date - Enter the date (in MM/DD/YYYY format) on which the owner's insurance policy was changed to include this vehicle (usually the current date). Insurance Code - Using the dropdown list, select the code of the insurance company providing the coverage. Selecting the Insurance Code will automatically populate the Insurance Company name. Insurance Company - Using the dropdown list, select the insurance company providing the coverage. Selecting the Insurance Code will automatically populate the Insurance Company name and vice versa. Policy Number - Enter the owner's Insurance Policy # here. Insurance Agent - Enter the name of the insurance agent who provided the policy. Lienholder Name - If you have saved any frequently used lienholders in your Lien database, you can select them using the dropdown list. Otherwise, enter the name of the lienholder. Lienholder Code - Enter the lienholder's RMV code. If you have previously saved the code in your Lien database, the code will automatically be entered when the lienholder is selected. Lienholder Address - Enter the Lienholder's Address. If the information was saved to your Lien database, it will automatically be entered when selecting a lienholder record. Lienholder Address City/State - The city name will automatically populate when a valid Zip code is entered. If the information was saved to your Lien database, it will automatically be entered when selecting a lienholder record. Lienholder Address Zip - Enter the Zip code of the lienholder address. Entering a valid Zip code will automatically populate the City and State fields. If the information was saved to your Lien database, it will automatically be entered when selecting a lienholder record. Lien Information Verified - By checking this box, the user confirms that the lienholder information entered has been verified to be accurate. This box must be checked before the registration can be transmitted. 45

50 CVR Massachusetts EVR Online User's Guide Plate/Fees Page The Plate/Fees page reflects the Type of Registration, and is used to record information such as plate type and issue date. Click on any button or data field for an explanation of its purpose. Using the Trans Type dropdown list, select the type of registration you will be processing. MA EVR supports the following title & registration transactions: New Plate - A new title and registration is issued with a new plate and sticker Transfer - An existing registration and plate are transferred to another vehicle. No new plate or sticker are issued. Transfer with Reassignment - An existing registration is transferred to another vehicle, and plate is reassigned. When all required fields have been completed, click the Validate button to prepare the registration for transmission. If no required fields are missing, the Transmit button will become enabled. Click Transmit to submit the registration to RMV. If any required data-entry fields are missing, messages will appear in the Messages page (see next topic). The Transmit button will not be enabled until all required fields have been completed. The registration Expiration Date will be calculated by RMV, and will populate when the transaction is successful. All Title, Registration, and Transfer Fees will also be calculated by RMV, and will be displayed once the transaction is complete. Next Topic: Messages Page 46

51 Processing Transactions Plate/Fees Page - Data Entry Fields The Plate/Fees Page contains the following data-entry fields: Plate Transaction Type - Using the dropdown list, indicate whether the plate number entered is a New Plate, Transfer Plate, or Transfer Reassignment. Location - If you have inventory stored in more than one location, you can select the location using the dropdown list. (To add or delete locations, use the Company Maintenance screen). Plate Type (Series) - Select the Plate Type assigned to this registration from the dropdown list. Plate - For New Plate transactions: MA EVR will automatically assign the next available plate from inventory (based on the Plate Type selected) and display it here. For Transfer and Transfer Reassignment transactions: Enter the plate number being transferred. Plate Color - Using the dropdown list, select the color of the plate assigned to this transaction. Issue Date - The Issue Date is automatically set to the current date. Plate Color - Using the dropdown list, select the color of the plate assigned to this transaction. Issue Date - The Issue Date is automatically set to the current date. Expiration Date - The registration's expiration date will automatically be returned by the RMV when the transaction is successful. Title Fees - Any applicable title fees will be displayed here when the transaction is successful. Registration Fees - The applicable registration fees for this transaction will be displayed here when the transaction is successful. Plate Transfer Fees - Any applicable plate transfer fees will be displayed here when the transaction is successful. Lien Attached? - Type in Y (Yes) or N (No) to indicate if a lienholder is attached to this transaction. 47

52 CVR Massachusetts EVR Online User's Guide Messages Page Once a transaction has been transmitted, the Messages page will display any errors that must be corrected in order to complete the registration. Click on any button for an explanation of its purpose. Double-clicking on a message displayed in the messages panel will take you directly to the data-entry field which must be corrected. Next Topic: Plate Cancellations 48

53 Processing Transactions Plate Cancellations MA EVR users can perform two types of plate cancellation. 1 - CAPR - The customer cancels the registration and physically returns the plates at the time of cancellation. 2 - CA19 - The customer cancels the registration without returning the plates (due to their being either lost or stolen). (Note: In order to process a plate cancellation with MA EVR, the plate must still be associated with a vehicle on the RMV plate record.) To perform a plate cancellation: From the Registration Selection window, click the Plate Cancel button. The Plate Cancellation Wizard will appear: Create a unique Control Number for the transaction and enter it in the space provided. Click OK to continue. (Note: Control Numbers may be up to 8 alphanumeric characters, and cannot be reused on another transaction.) The Plate Cancellation Entry window will appear: Click on any button or data field for an explanation of its purpose. 49

54 CVR Massachusetts EVR Online User's Guide Enter the last four characters of the VIN, the license plate information (number, type, and color), and select the reason for plate cancellation from the Cancellation Type dropdown list. When all required fields have been completed, click the Validate transmission. If no required fields are missing, the Transmit send the transaction to RMV. button to prepare the transaction for button will become enabled. Click Transmit to If there are any error messages after transmission, they will be displayed in the bottom panel beneath the Plate tab. All error messages must be corrected before you can successfully complete the transaction. Next Topic: Renewals 50

55 Processing Transactions Renewals MA EVR can process renewals on registrations expiring within the next 90 days. To perform a renewal: From the Registration Selection window, click the Renewal button. The Renewal Wizard will appear: Create a unique Control Number for the transaction and enter it in the space provided. Click OK to continue. (Note: Control Numbers may be up to 8 alphanumeric characters, and cannot be reused on another transaction.) The Renewal Entry window will appear: 51

56 CVR Massachusetts EVR Online User's Guide Click on any button or data field for an explanation of its purpose. To process a new renewal, enter the last four characters of the VIN, the license plate information (number, type, and color if applicable), and insurance information. If you need to process an address change for the owner, enter the new address(es) in the Mailing and/or Residential Address fields as appropriate. Using the Action dropdown list, indicate which address your are changing (owner, mailing, or both). Note: The Optional Changes and Owner Address sections are optional, and only need to be completed if there have been changes to the registration. When all required fields have been completed, click the Validate transmission. If no required fields are missing, the Transmit button submit the renewal to RMV. button to prepare the renewal for will become enabled. Click Transmit to If there are any error messages after transmission, they will be displayed in the bottom panel beneath the Renewal tab. All error messages must be corrected before you can successfully complete the transaction. Next Topic: Reports and Reprints 52

57 Reports and Reprints Reports and Reprints Introduction Several reports and registration reprints can be accessed through the Reports tab, located on the left-hand vertical toolbar. The Reports Toolbar contains the following items: Registration - Opens the Registration Selection for Reprints window. Registration forms for completed transactions can be reprinted here. Inventory Summary - Launches the Inventory Summary Report Inventory Detail - Launches the Inventory Detail report. Bundle - Bundle Reports can be printed using this window. Click on one of the toolbar buttons for more information. Next Topic: Registration Reprints Selection 53

58 CVR Massachusetts EVR Online User's Guide Registration Reprints Selection The Registration Reprints window allows you to reprint several registration forms, including pull tickets and registration cards. (Note: Registration Certificates can only be reprinted on the same day that the transaction was processed). To reprint a registration form: Open the left-hand Reports toolbar. Click Registration to open the Registration Selection for Reprints window. Highlight the registration for which you need a reprint. From the Options toolbar above, click the checkbox for each of the forms you need reprinted. Click the Print button to begin printing to your designated printer(s). Forms can also be printed from within the registration itself (in the Registration Data-Entry view). With the registration open, click the Print button The Select Form to Print window will display: located along the top toolbar. 54

59 Reports and Reprints Click the form to be printed. The form will display on-screen in a preview window. (Note: RMV-3 does not display in preview window) Click the Print icon on the Preview window to begin printing. Next Topic: Inventory Summary Reports 55

60 CVR Massachusetts EVR Online User's Guide Inventory Summary The Inventory Summary report can assist you in reviewing current inventory counts. Clicking the Inventory Summary button on the Reports toolbar will launch the following report: The report summarizes the quantity available, issued, missing, damaged, returned, and reserved for each inventory range. Next Topic: Inventory Detail Reports 56

61 Reports and Reprints Inventory Detail Report An Inventory Detail Report will list the statuses for each individual item in a selected inventory range. When the Inventory Detail button is clicked from the Reports toolbar, the following window will appear: Select the inventory ranges for which you need the report by double-clicking the range. Selected inventory ranges will stay highlighted in bright blue. With the inventory ranges selected, click the Print button to obtain your report. Next Topic: Bundle Reports 57

62 CVR Massachusetts EVR Online User's Guide Bundle Reports A Bundle Report is generated during MA EVR s overnight processing, which occurs at the end of a reporting day, or prior to new transaction processing the following day. The Bundle Report is a listing of all transactions completed on the specified day. It contains customer and fee information, and may be used as a source document of transactions processed. When you have completed title applications for a particular day, you must print a copy of the Bundle Report. Using the Bundle Report as your guide, collect all the deals that were completed the previous day and batch the supporting documents to RMV. To print a Bundle Report: From the left-hand vertical toolbar, click the Reports tab. Click the Bundle The Bundle Reports window will display: button. Click the requested report date from the list provided. To display the report on-screen, click the View button. To begin printing immediately, click Print. If the requested work date does not appear on the list, you can re-generate the report, provided the transaction data has not yet been purged from your workstation. To do so, click the Recreate button. At the Enter Work Set Date prompt, enter the work date for which you need the report, then click OK. 58

63 MA EVR will generate a Bundle Report for the requested work date. Reports and Reprints Next Topic: Tools and Maintenance 59

64 Tools and Maintenance Tools and Maintenance Introduction Many of MA EVR's system options and utilities can be accessed from Tools menu (located on the horizontal menu bar) and Maintenance toolbar (located on the vertical toolbar). Tools Menu Recover - Allows you to retrieve a completed transaction from the CVR host, using the transaction s Control Number. Backup - Allows you to create a backup of your MA EVR data. Restore - Allows you to restore your MA EVR system data from a backup file. Table Maintenance - This tool can rebuild and repair a damaged database data on your workstation, but must be used with caution. Purge Days - Allows you to set the amount of time transaction data is retained on your computer's database before deletion. Purge - Allows you to manually purge MA EVR s registration database. Printer - Use this menu to select and configure printers System - Use this menu to configure your DMS import and software download options. Default Location - Allows you to adjust your default processing location. Maintenance Toolbar Company Maintenance - Allows you to create and edit your company s CVR user information. Insurance Maintenance - Allows you to save and edit frequently used insurance company information. Owner Maintenance - Frequently used owner and lessor information can be saved to your database here. Lien Maintenance - Allows you to save and edit frequently used Lienholder records. (Registration) Templates - Allows you to create and edit data entry templates. Templates can ease data entry in the Registration pages by pre-populating commonly used fields. Click on one of the highlighted topics or toolbar buttons for more information. 60

65 Tools and Maintenance Next Topic: Recover 61

66 CVR Massachusetts EVR Online User's Guide Recovering a Transaction On occasion, a registration record may be missing from the Registration List, or be missing information, if your workstation s data has been corrupted. This can be fixed by connecting to the CVR host system and "recovering" the transaction data back to your workstation. To recover a transaction: From the horizontal menu bar, click Tools > Recover. The Recover List window will display. Click the Control field, type in the control number of the transaction to be recovered, then press Enter. If you have more than one transaction to recover, repeat the process by typing in additional control numbers. Click the Transmit button to submit the request. You will be prompted for your CVR User ID and Password. When the completed transaction(s) have been successfully recovered, the status in the Message window will be updated. Click Exit to return to the Registration Selection window. Note: If the Registration Selection window was open when recovering the transaction, you may need to refresh it in order to view the recovered transaction. Simply exit the window and then reopen it. Next Topic: Backup 62

67 Tools and Maintenance Backup This utility allows you to create a backup of your workstation's registration data. In the event that your computer's drive data is lost, or you are re-installing MA EVR on a replacement machine, you may restore your data using the backup created here. To backup your MA EVR data: From the horizontal menu bar, click Tools > Backup. The MA EVR Backup window will display. Using the Drives and Directories windows, specify the drive and/or folder where you would like the backup to be created. You may also specify a specific name for your backup file by entering it in the text entry field beneath the Backup To: indicator. Click OK to create the backup file. To learn how to restore your data from a backup file, continue to the next topic. Next Topic: Restore 63

68 CVR Massachusetts EVR Online User's Guide Restoring Data from a Backup Using the Restore utility, you can restore your MA EVR workstation's data from a backup file. To restore your MA EVR data: From the horizontal menu bar, click Tools > Restore. The MA EVR Restore window will display. Using the Drives and Directories windows, specify the directory and disk drive where the backup file is located. If more than one backup file exists in the location specified, select the specific backup file by clicking on the file name in the File window. Click OK to restore your workstation data. Caution: Restoring your data from a backup will overwrite your existing database files. Any data currently in your database will be replaced with the data contained in the backup file. Next Topic: Table Maintenance 64

69 Tools and Maintenance Table Maintenance This utility allows you to rebuild and repair damaged database files. This tool can often repair corrupted data on your workstation, but must be used with caution. Caution: This utility should be used under the direction of a CVR Account Executive or Client Support Representative. To access the maintenance utility: From the horizontal menu bar, click Tools > Table Maintenance. A Password Entry window will appear requiring the CVR daily password. To obtain the daily password, contact CVR at 1(800) , option 3. Upon successful password entry, the Table Maintenance Utility will display: Next Topic: Purge Maintenance 65

70 CVR Massachusetts EVR Online User's Guide Purge Maintenance The Purge Maintenance screen allows you to determine how many days completed transaction data is retained on your workstation before deletion. From the horizontal menu bar, select Tools > Purge Days. The Purge Maintenance window will display: For each of the database types listed, enter the number of days you wish to retain records. When MA EVR's overnight processing occurs, your database will be purged of any records older than the days specified here. Next Topic: Purge 66

71 Tools and Maintenance Purge The Purge feature allows you to manually purge your workstation's database records, based on the guidelines set in the Purge Maintenance window. From the horizontal menu bar, select Tools > Purge. The following confirmation will appear: Click Yes to complete the purge process. Database records are automatically purged on a regular basis, as part of your workstation's Overnight Processing. Records are purged based on the number of days set in the Purge Maintenance window. Next Topic: Printer Setup 67

72 CVR Massachusetts EVR Online User's Guide Printer Setup Choosing the Printer from the Tools menu will open the Printer Setup window shown below: Using the dropdown listings, select the printers to be used as your Registration Certificate, RMV-1, RMV-3, and Pull Ticket/Reports printers. The paper source for your selected printers will automatically be selected by default. However, you can manually select a paper source by from the Paper dropdown list. You may also set the top and left margins for the printer by entering the value in the Pre-Printed Margins fields. Once you have made your printer selections, click OK to save your selections and exit. Next Topic: System Maintenance 68

73 Tools and Maintenance System Maintenance Using the System Maintenance menu, you can configure your workstation for DMS deal imports, automatic software downloads, and other features. To access the System Maintenance menu: From the top horizontal toolbar, click Tools > System. The System Maintenance window will display, starting with the General tab. Inventory Issue Method: You can choose to issue PAN and PAS plates either by plate month, or in the order that they were received (oldest plates issued first). DMS Import: The Import/Export area will enable the F&I deal import feature. Select your DMS provider from the dropdown list. The Import Path is the location in which MA EVR will look for your exported DMS files. To change this location, use the Browse button. If you need assistance with your import directory, consult CVR Client Support. For more information processing registrations with imported deals, see DMS Import. Options: - MA EVR will automatically log off users if there is no activity within the minutes specified. You can adjust the amount of time using the arrows. - MA EVR will display a warning window if your year decals fall below the specified number. You may adjusting the warning level using the arrows. The ESD tab: 69

74 CVR Massachusetts EVR Online User's Guide Electronic Software Distribution (ESD) allows your MA EVR workstation to automatically download and install software updates, ensuring that your workstation is always up to date. By default, MA EVR will download and update your station overnight (recommended method). However, you can adjust your update preferences on this screen. Next Topic: Default Location Maintenance 70

75 Tools and Maintenance Default Location Maintenance If you have multiple processing locations setup under your Company Maintenance, you can set the default location using this screen. To access the Location Maintenance: From the horizontal menu bar, click Tools > Default Location. A Password Entry window will appear requiring the CVR daily password. To obtain the daily password, contact CVR at 1(800) , option 3. At the Default Location Maintenance screen, select a location from the dropdown list. Click OK to save your changes. Next Topic: Company Maintenance 71

76 CVR Massachusetts EVR Online User's Guide Company Maintenance Using the Company Maintenance screen, you can setup MA EVR to process transactions for multiple companies using the same workstation. You can also edit your company information at a later time using this screen. To access the Company Maintenance screen: From the left-hand vertical toolbar, click the Maintenance tab. Click the Company The Company Maintenance screen will display: button. Click on any of the toolbar buttons for an explanation of its function and purpose. To add a new company: Click the New button from the toolbar. Enter in all the company details into the bottom Company Information box. Click the Save button to save the record to the database. To modify an existing company record: Using the Company Name dropdown list, select the company record which you need to edit. 72

77 Tools and Maintenance The company details will display onscreen. Type in any corrections into the Company Information box, then click the Save button to save the changes to the record. Next Topic: Insurance Maintenance 73

78 CVR Massachusetts EVR Online User's Guide Insurance Maintenance For your convenience, MA EVR provides a database of insurance companies, along with their insurance code. You may also add or edit records in this database as needed. To access the Insurance Maintenance screen: From the left-hand vertical toolbar, click the Maintenance tab. Click the Insurance The Insurance Maintenance screen will display: button. To add a new record: Click the New button from the toolbar. A blank data row will be added. Enter the company name and code into the blank data fields. When you have finished, press Enter or Tab key to save the record to the database. To edit an existing record: Highlight and double-click on the record to be edited. Type in any corrections, then press the Enter or Tab key to save the changes to the record. During registration processing, insurance companies can be retrieved on the Insurance/Lien page by clicking either the Insurance Code or Insurance Company dropdown. Next Topic: Owner Maintenance 74

79 Tools and Maintenance Owner Maintenance MA EVR allows you to save frequently used owner and lessor information to its database. Using the Owner Maintenance screen you can save (and edit) owner entries, which can be inserted into registration records. To access the Owner Maintenance screen: From the left-hand vertical toolbar, click the Maintenance tab. Click the Owner The Owner Maintenance screen will display: button. Click on any of the buttons or data fields above for an explanation of its purpose. To add a new record: Click the New button from the toolbar. Enter the owner details into the Owner Information box. Click the Save button to save the record to the database. To modify an existing record: 75

80 CVR Massachusetts EVR Online User's Guide Using the Owner Name dropdown list, select the owner record which you need to edit. The owner details will display onscreen. Type in any corrections into the Owner Information box, then click the Save button to save the changes to the record. Next Topic: Lienholder Maintenance 76

81 Tools and Maintenance Lienholder Maintenance Using the Lienholder Maintenance screen you can save and edit commonly used lienholder information. To access the Lienholder Maintenance screen: From the left-hand vertical toolbar, click the Maintenance tab. Click the Lien The Lienholder Maintenance screen will display: button. Click on any of the buttons or data fields above for an explanation of its purpose. To add a new record: Click the New button from the toolbar. Enter the lienholder details into the Lienholder Information box. Click the Save button to save the record to the database. To edit an existing record: Using the Lienholder Name dropdown list, select the lienholder record which you need to modify. The lienholder details will display onscreen. Type in any corrections, then click the Save changes to the record. button to save the Next Topic: Registration Template 77

82 CVR Massachusetts EVR Online User's Guide Registration Template The templates window displays any custom templates that you have created. Templates save time and data entry by pre-populating commonly used fields with the values defined in the template. For example, a user who processes only used vehicles can save time by creating a template which sets the default Vehicle Type to "Used". Commonly used leasing,rental, insurance companies, etc. can be pre-populated using a template. To create or edit a template: From the vertical toolbar, click the Maintenance tab. Click the Templates button. The Registration Template window will display: To create a new template, click the New button. The Registration Template Entry window will launch. Move through the registration data-entry pages (Vehicle, Owner, Insurance/Lien etc), and set any values you wish to appear by default. Create a name for the template, and enter it in the Template Name field. Click the Save button to save the template in the database. To edit an existing template: Highlight the template name that you wish to edit, then click Open. The Registration Template Entry window will launch. Move through the registration data-pages (Vehicle, Owner, Lien etc), and adjust any values that you wish to appear by default. Click the Save button to save changes to the template. To use a template for a registration, select it during the Registration Wizard screen at the start of a new transaction. 78

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