BIS Administrative Procedures - Weekly Tasks

1. Vendor Mailing to CC Strom in CED - Done on Monday mornings
1. Login to BIS as an Admin
2. Click on Vendor Records
3. Choose Current Subscribing Vendors from the Search dropdown list
4. Click the "Find" button
5. Click the "Export to File" button - this sends an email to your x.500 account (the e-mail is forwarded to the Groupwise account in most cases)
6. Open your email and find the message titled: "BIS Automated Export"
7. Open the message and save the text attachment titled vendorexport.txt to your Desktop - do this by right-clicking on the attachment and choosing Save As from the menu.
8. Open up Excel
9. Choose "Get External Data" from the Data Menu, and then choose "Import Text File"
10. Choose the vendorexport.txt file from your Desktop - and click the Import Button (Bottom right-hand side)
11. Follow the Text Import Wizard
12. Click Next, Next, Finish, Ok.
13. Save the Excel file as: "Bis (insert current date ie: 022502)"
14. Attach and send the Excel file to CC Strom in CED at strom048@tc.umn.edu as well as sending a CC'd copy to tbah@csom.umn.edu The subject of the email is BIS Vendor Information
2. Expiration Report - on Monday morning after processing all check/credit card payments
1. Login to BIS as an Admin
2. Click on Subscription Expiration Report
3. Choose two weeks prior to current date for the first field
4. Choose two weeks future to the current date for the second field
5. Click the "View Report" button
6. Click the "Prepare E-Mail Notifications" button at the bottom of the screen
7. Add the following line to the bottom of the notification email:
"If you have any questions, please feel free to contact BIS Help at 612-625-5534, or e-mail at bishelp@tc.umn.edu "
8. Click the "Send Now" button
9. You will get an Email Notification Status screen when the task is complete.