MyWiLS User Manual
Contents
1. Be sure to click Update for each contact you change If you notice the spelling is incorrect for your name or you wish to add or remove a contact please click on the Have a Question link to let us know Submitting a New Order or Renewal 1 Click on the Needs Approval tab 2 Find the subscription you wish to submit by scrolling until you find it The subscriptions are sorted by Start Date then Vendor and Database Name a For K12 members your account may display subscriptions for multiple schools within your district b You can find which specific school the subscription is for by looking in the Subscription Notes field 3 Click Yes to order renew and options will appear Ordering Renewing eves No Choose Invoicing Preference i Submitter Submitter Submitter Name Emall Comments I understand that submitting this form constitutes a contractual agreement to purchase the product above Required field Tnciudes WiLS Service fee of 34 4 Choose your Invoicing Preference from those listed a Waiting for PO If you wish to send WiLS a purchase order please choose this option Please note that WILS will not send an invoice until the PO or PO number is received b Invoice Now Choose this option if you wish to receive an invoice now Please note that it might take 3 5 business days to receive the invoice An optional PO field will appear If your institution uses PO s you may enter it here t2. 5 Havel paid VM QU Se tetera neces vaibeic REEE TE 6 NN AE VE lordered nthe aS Co siete tg ec toca cease oysas tae nii EE 6 Can see which subscriptions chose not to Order renew ccccceccccceeeeseeeecceseeeeeseecceseceueeeeeessseeeeeeens 6 Can More than one person submit AN order cccccescceecceeccecececceucceuceecteustensteeseeceeeeeueeeeeeeeeeeeeeeeeguees 6 When do I need to submit an order hcssarcvaidscccenmatnoveunncadtecteninbecnsainadedesqueebinsiecaantetbessueneueesiaesiavcauanbenbedes 6 Where are my subscriptions know have MoOre sssssssssessessrsssessrresessersressresrroserseresersresressersereserseeese 6 Will I be notified when pricing is available ssssusesssessesssnssrersrrssrersressrererrersressrreserrsrreserrseereseresrerereesse 6 Back to beginning of document Logging In and Out To log in go to http www wils org mywils and enter the username and password provided to you via email If you don t remember your username or password or would like to change your username or password please contact Lisa Marten at lmarten wils org Please note that usernames and passwords are assigned to each institution not to each person To log out simply click on Logout which is located at the top of each tab The Different Tabs My Account Information about your account phone fax address etc and contact information for you and your coworkers Needs Approval Your subscriptions new or r
3. WILS to Invoice tab Anything that hasn t yet been billed by WiLS will show up here If you have chosen Invoice Now you can expect to receive an invoice via email within 3 5 business days If you have chosen Invoice Later you can expect to receive an invoice within 10 business days of your preferred invoice date If you are not seeing a subscription that you have taken action on check the History tab to make sure it s not listed there If you still have questions please click on the Have a Question link to let us know Have been invoiced To see if you ve been invoiced first check the WiLS to Invoice tab Any subscription that hasn t been invoiced yet will appear here Back to beginning of document If you don t find what you are looking for click on the Needs Payment tab This tab will show any subscriptions that have been invoiced but WiLS hasn t received payment for yet If you still don t find what you are looking for it likely has already been invoiced and paid and will appear in the History tab If you are not seeing a subscription that you believe should appear or if you have questions please click on the Have a Question link to let us know Have paid my invoice To see if you have paid your invoice click on the Needs Payment tab This will show any subscriptions that have been invoiced but for which WiLS hasn t received payment If you don t find what you are looking for it probab
4. MyWILS User s Manual About MyWiLS MyWiLS http www wils org mywils is WiLS online subscription management portal that lets you update your contact information approve orders or subscription renewals and see information about your current and past purchases This documentation will help you use MyWiLS but as always WILS staff is happy to help you with anything you need regarding your cooperative purchasing services including help using MyWiLS Contents ADOUCIVVWILS serienr terete nets cose sagen ANE EE AEE E ERE cans 1 Logone aan O e E EEE E A a acenabeaan 2 The Dmae n TaD ea E E E ee ee 2 Updating your Institution INFOPMAtION cccccceseccceecccesecceeececeeceesceeaneceeeucecsuceseuececenceeenecessneetsgeceeeesetees 2 Updating your Contact Ui Oat ON ees seta cciescncsctnse sasancgacauewiescnstatiousesaanaunwatenawaeldncesuinieieansaanacduieraansanrenunniies 2 SUbMmMItIne a NEW Order OF Renewal csaaseciceienes cicada oncdemsducnesiccawesacusleaenesaanlesuetiansanneeauciaseauneneeeiaeuiedneennewleuass 3 Not Ordering or Not Renewing wccsiscavscretenriessnrsareasderenwsesensdennavenesbearancdeesdadeotswnsesaneexveseacdousdvaineencsleavereiweared 4 PAOS pees sate ae eae ce gcc be oa se gees oe scree cme enact a E 5 already ordered something When will be invoiced ce eecceecceesceeeeeecceeceuceeeceeececneeeeeeeeeeeeeeeenes 5 Ravel peen Nvo eU i eeen aE A E dues E ie umniaaubueseah adnan tetrad odoandeereeenactanets
5. enewing that require a response You can submit your order renewal and billing preferences here WILS to Invoice Subscriptions you have ordered but WILS has not yet invoiced Needs Payment Subscriptions you have ordered that WiLS has invoiced but has not yet received payment History Past subscriptions that have been invoiced and paid as well as any subscriptions you chose not to renew Updating your Institution Information In the My Account tab you can view and edit some of the information for your institution The fields you can edit are Website Twitter Facebook and Google ID To update simply click in the field you wish to update and add or change the data Click Update to Save your changes If you notice incorrect information in a field you cannot edit please click the Have a Question link to let us know Updating your Contact Information While Institution Information is for the institution Contact Information is for individuals All information for contacts can be updated except for a contact s name To update a contact Back to beginning of document 1 Inthe My Account tab click on Go to Contacts or scroll down to the contact you wish to update 2 To update simply click in the field you wish to update and add or change the data Or if you are updating a checkbox simply check or uncheck the box 3 When you have changed the data you wish to change click Update
6. fic school the subscription is for by looking in the Subscription Notes field Back to beginning of document 3 Click on No to cancel the subscription order Ordering Renewing Yes No Submitter Reason for Submitter Name Emall not renewing I understand submitting this form will cancel my subscription and access will be turned off at the end of the current term Required field Includes WiLS Service fee of 34 4 Enter your name and email address in the Submitter Name and Submitter Email Address fields We use this information to track who is canceling the order 5 You must enter a reason for not ordering renewing in the Reason for not renewing field Budget cuts and low usage are common reasons 6 Check the box stating that you understand that submitting this form will cancel your subscription and access will be turned off at the end of the current subscription term 7 Click on Submit to submit this order Please note that if you have multiple orders to submit either ordering or not ordering you must submit one at a time Clicking Submit will refresh the page so please enter your renewal billing preferences one at a time as well 8 If you notice any information is incorrect for this subscription or you have any questions please click on the Have a Question link to let us know FAQs already ordered something When will be invoiced A good check to see when you will be invoiced is to go to the
7. ly has already been paid and will appear in the History tab If you are not seeing a subscription that you believe should appear or if you have questions please click on the Have a Question link to let us know What have ordered in the past To see past orders click on the History tab This will show all your orders that have been invoiced and paid This will show subscriptions that started in the current fiscal year and the fiscal year prior the fiscal year for WiLS runs July June Can see which subscriptions chose not to order renew To see what you chose not to order or renew in the past click on the History tab This will show all your declined orders that were to start in the current fiscal year and the fiscal year prior the fiscal year for WILS runs July June Can more than one person submit an order Each library institution will receive one username and password You can choose to share among your coworkers or keep it so only one person has access When do need to submit an order To ensure uninterrupted access orders must be submitted at least 15 days before the subscription start date This will allow WiLS the time to update your preferences and notify the vendor While we ll do our best to make sure your order is processed uninterrupted access cannot be guaranteed for orders submitted after this time period Where are my subscriptions know have more If we do not have pricing from a vendo
8. o be referenced on the invoice Please note not all accounts have a deposit account with WILS If you choose this option and you do not have a deposit account we will contact you to discuss your options 5 Enter your name and email address in the Submitter Name and Submitter Email Address fields We use this information to track who is submitting each subscription order 6 Enter any comments in the Submitter Comments field Some examples are a Invoice with all other subscriptions b Invoice separately from all other subscriptions c Invoice with subscription X and Y 7 Check the box stating that you understand that submitting this form constitutes a contractual agreement to purchase the product listed 8 Click on Submit to submit this order Please note that if you have multiple orders to submit you must submit one at a time Clicking Submit will refresh the page so please enter your renewal billing preferences one at a time as well 9 If you notice any information is incorrect for this subscription or you have any questions please click on the Have a Question link to let us know Not Ordering or Not Renewing 1 Click on the Needs Approval tab 2 Find the subscription you do not wish to order renew by scrolling until you find it The subscriptions are sorted by Start Date then Vendor and Database Names a For K12s your account may display subscriptions for multiple schools within your district b You can find which speci
9. o be referenced on the invoice c Invoice Later Choose this option if you wish to receive your invoice on a future date You can choose which date you wish to be invoiced on by entering it in the Preferred Invoice Date field We will try our best to invoice you as close as possible to that date but please allow up to 10 business days from the date you select An optional PO field will appear If your institution uses PO s you may enter it here to be referenced on the invoice Back to beginning of document d Deduct from Deposit Account Now Choose this option if you wish to have your subscription amount deducted from your deposit account An optional PO field will appear If your institution uses PO s you may enter it here to be referenced on the invoice Please note not all accounts have a deposit account with WILS If you choose this option and you do not have a deposit account we will contact you to discuss your options e Deduct from Deposit Account Later Choose this option if you wish to have your subscription amount deducted from your deposit account at a later date You can choose which date you wish to have this deducted on by entering it in the Preferred Invoice Date field We will try our best at WiLS to deduct from your account as close as possible to that date but please allow up to 10 business days from the date you select An optional PO field will appear If your institution uses PO s you may enter it here t
10. r the subscription will not appear in the portal As soon as we have pricing we will update your account and the subscription will appear in the Needs Approval tab until you submit the order Will be notified when pricing is available Yes We will send you an email for each subscription when pricing becomes available and needs your approval Notification emails are sent to the appropriate cooperative purchasing contact for that subscription Back to beginning of document
Download Pdf Manuals
Related Search