drives startup authorization program 2 - schneider electric · confidential property of schneider...
TRANSCRIPT
![Page 1: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/1.jpg)
Confidential Property of Schneider Electric
Presented by: Charlie Matthews – Industry Offer Marketing Specialist
Drives Startup Authorization Program 2.0
![Page 2: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/2.jpg)
Page 2 Confidential Property of Schneider Electric |
• Purpose:
• Increase number and quality of start-up services
‒ Simplify start-up registration process
‒ Enable tracking of start-up history
‒ Streamline program admittance testing
‒ Authorize technicians by product/application groups
‒ Eliminate mailed letters
‒ Offer a simple technician locator tool
• Payoff
• 2 year warranty from registered start-up date
• Easy to locate authorized technicians
• Improved support for registered products
Introduction Drives Startup Authorization Program (DSUA)
![Page 3: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/3.jpg)
Page 3 Confidential Property of Schneider Electric |
• New Features:
• All inclusive web site
• Edit past start-up registration info
• Export start-up registration info
• Online support requests
• Start-up authorization by product/application groups
Introduction Drives Startup Authorization Program 2.0 (DSUA)
![Page 4: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/4.jpg)
Page 4 Confidential Property of Schneider Electric |
DSUA Website Walkthrough Logging in at http://drivestartup.schneider-electric.us/#/login
![Page 5: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/5.jpg)
Page 5 Confidential Property of Schneider Electric |
DSUA Website Walkthrough Logging in at http://drivestartup.schneider-electric.us/#/login
![Page 6: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/6.jpg)
Page 6 Confidential Property of Schneider Electric |
DSUA Website Walkthrough Logging in at http://drivestartup.schneider-electric.us/#/login
![Page 7: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/7.jpg)
Page 7 Confidential Property of Schneider Electric |
• Edit your account information
• View your Start-up Authorizations
• Browse Available Start-up Programs
DSUA Website Walkthrough Account page
![Page 8: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/8.jpg)
Page 8 Confidential Property of Schneider Electric |
• Edit your account information
• Name
• Title
• Address
• Phone Number
• Change Password
‒ Forgot password area on log in
DSUA Website Walkthrough Account page
![Page 9: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/9.jpg)
Page 9 Confidential Property of Schneider Electric |
• Show me on Tech Locator
• Allow customers to find you on the Tech
Locator map…
DSUA Website Walkthrough Account page
![Page 10: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/10.jpg)
Page 10 Confidential Property of Schneider Electric |
• Show me on Tech Locator
• Allow customers to find you on the Tech
Locator map…or not
DSUA Website Walkthrough Account page
![Page 11: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/11.jpg)
Page 11 Confidential Property of Schneider Electric |
• Start-up Authorizations
• List of authorized products
‒ Tech Locator sorted by product authorizations
– If not authorized for a product, your name will not show up
Account Page Account Page
![Page 12: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/12.jpg)
Page 12 Confidential Property of Schneider Electric |
• Available Programs
• List of product start-up training available
• Simply click “apply” to either:
DSUA Website Walkthrough Account page
![Page 13: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/13.jpg)
Page 13 Confidential Property of Schneider Electric |
• Available Programs
• List of product start-up training available
• Simply click “apply” to either:
1. Enter a class code for training you have
completed
– Class code provided by instructor after training
completion
– Once verified, you will be permitted to take the test
– Once test passed with 80% or better, the “Start-up
Authorization” list will be updated with new products
DSUA Website Walkthrough Account page
![Page 14: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/14.jpg)
Page 14 Confidential Property of Schneider Electric |
• Available Programs
• List of product start-up training available
• Simply click “apply” to either:
1. Enter a class code for training you have
completed
– Class code provided by instructor after training
completion
– Once verified, you will be permitted to take the test
– Once test passed with 80% or better, the “Start-up
Authorization” list will be updated with new products
2. Follow the provided link to register for a
training session
DSUA Website Walkthrough Account page
![Page 15: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/15.jpg)
Page 15 Confidential Property of Schneider Electric |
• Use links on left to navigate through the
website
DSUA Website Walkthrough Account page
![Page 16: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/16.jpg)
Page 16 Confidential Property of Schneider Electric |
• Description of the Drives Startup
Authorization Program
Program Overview Program Overview
![Page 17: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/17.jpg)
Page 17 Confidential Property of Schneider Electric |
• Drives or Soft Starts Registration form
• Fill out this form to register new products
Program Overview Register Startups
![Page 18: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/18.jpg)
Page 18 Confidential Property of Schneider Electric |
• End User Information
• Company Name
• Contact Name
• Phone
• Address
• Job Site Information
• Used to better locate the product
• NOTE: This information will appear on your start-
up “certificate”
Program Overview Register Startups
![Page 19: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/19.jpg)
Page 19 Confidential Property of Schneider Electric |
• End User Information
• Auto fill
‒ Auto fill the End User form by selecting one of your
previously entered End Users
Program Overview Register Startups
![Page 20: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/20.jpg)
Page 20 Confidential Property of Schneider Electric |
Program Overview Register Startups
• Add product
• Choose Product Type
• Open or Enclosed
• Enter start up date
![Page 21: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/21.jpg)
Page 21 Confidential Property of Schneider Electric |
Program Overview Register Startups
• Add product
• Enter Drive Model Number
• Must be a valid part number
• List of authorized products
is given below the input box
![Page 22: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/22.jpg)
Page 22 Confidential Property of Schneider Electric |
Program Overview Register Startups
• Add product
• Enter Drive Serial Number
• Must be a valid serial
number
• Make sure to get this during
start-up visit
![Page 23: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/23.jpg)
Page 23 Confidential Property of Schneider Electric |
Program Overview Register Startups
• Add product
• Equipment Designation/Location
• VERY IMPORTANT!
• Without this information,
Drives Product Support
Group will have a very
difficult time locating the
product
![Page 24: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/24.jpg)
Page 24 Confidential Property of Schneider Electric |
Program Overview Register Startups
• Add product
• Additional Info for Enclosed products
• Factory Code
• Date Code
• Factory Order Number(Q2C)
• This info is to be pulled from the
product label during start-up
![Page 25: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/25.jpg)
Page 25 Confidential Property of Schneider Electric |
Program Overview Register Startups
• Add product
• Additional Info for Enclosed
• Click the “?” for help with
determining where to find
these numbers
• Good reminder before the
start-up visit
![Page 26: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/26.jpg)
Page 26 Confidential Property of Schneider Electric |
Program Overview Register Startups
• Add product
• Q2C Order Number
• Motor HP
• Motor Voltage
• Speed Reference
• Communication Type
• Motor Overload Setting
• Circuit Breaker Preset
![Page 27: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/27.jpg)
Page 27 Confidential Property of Schneider Electric |
Program Overview Register Startups
• Add product
• Notes
• Adding notes is strongly
encouraged.
• Gives Drives Product
Support Group more
information on the start-up
that wasn’t captured in the
rest of the form.
![Page 28: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/28.jpg)
Page 28 Confidential Property of Schneider Electric |
Program Overview Register Startups
• Add product
• Add to list
• When finished adding info,
click “Add to list”
![Page 29: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/29.jpg)
Page 29 Confidential Property of Schneider Electric |
Program Overview Register Startups
• Add product
• Add to list
• When finished adding info,
click “Add to list”
• Adds product to “List of
products to register”
• To delete a registration
from this list, click the
“X” button to the right
of the product
![Page 30: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/30.jpg)
Page 30 Confidential Property of Schneider Electric |
Program Overview Register Startups
• Add another product
• Register as many products as
necessary for your start-up visit
![Page 31: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/31.jpg)
Page 31 Confidential Property of Schneider Electric |
Program Overview Register Startups
• Add another product
• When finished, click “Submit
Registration”
![Page 32: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/32.jpg)
Page 32 Confidential Property of Schneider Electric |
• Click “Your Registrations” to view a
complete list of your start-up
registrations
Program Overview Your Registrations
![Page 33: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/33.jpg)
Page 33 Confidential Property of Schneider Electric |
• Filtering registrations
• Date filter
‒ Select date range of desired
registrations
‒ Click “show registrations” to apply
filter
Program Overview Your Registrations
![Page 34: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/34.jpg)
Page 34 Confidential Property of Schneider Electric |
• Filtering registrations
• Filter By selections
‒ Choose a field to filter by
‒ Enter the filter criteria in the free
form box
‒ Hit the Enter key to apply filter
Program Overview Your Registrations
![Page 35: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/35.jpg)
Page 35 Confidential Property of Schneider Electric |
• Drive Registration Options
• Attach a file
• Print the start-up certificate
• Email the start-up certificate
• Edit the start-up registration
• View registration details
• Export registrations to CSV file
Program Overview Your Registrations
![Page 36: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/36.jpg)
Page 36 Confidential Property of Schneider Electric |
• Locate a Drives Technician
Program Overview Tech Locator
![Page 37: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/37.jpg)
Page 37 Confidential Property of Schneider Electric |
• Contact DSUA Support
• Fill out form to send a message
to the program support team
• NOTE: Technical questions
should be submitted to the
Drives Product Support Group
Program Overview Program Support
![Page 38: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/38.jpg)
Page 38 Confidential Property of Schneider Electric |
• Contact DSUA Support
• Fill out form to send a message
to the program support team
• NOTE: Technical questions
should be submitted to the
Drives Product Support Group
at 888-SquareD
Program Overview Program Support
![Page 39: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/39.jpg)
Page 39 Confidential Property of Schneider Electric |
• Two product start-ups required per year
‒ Warning message appears until requirement met
‒ If requirement is not met, user will be de-activated
‒ Must complete training again to re-gain access
• Customers are able to register products themselves
‒ Used to offer better product support from Drives Product Support Group
Program Rules
![Page 40: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/40.jpg)
Page 40 Confidential Property of Schneider Electric |
• Existing Users
‒ Visit http://drivestartup.schneider-electric.us/#/login
‒ Click “Forgot Password”
‒ Email will be sent with link to reset password
• New Users
‒ Visit http://drivestartup.schneider-electric.us/#/login
‒ Click “Become a Member”
‒ Fill out form and click “Submit Registration”
‒ Email will be sent with log in information
How to Get Access
![Page 41: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/41.jpg)
![Page 42: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/42.jpg)
Page 42 Confidential Property of Schneider Electric |
• Locate a Drives Technician
• Enter mile radius
• Enter zip code, or allow browser
to use current location
• Filter by start-up authorization
• Click “Search” to filter results
Program Overview Tech Locator
![Page 43: Drives Startup Authorization Program 2 - Schneider Electric · Confidential Property of Schneider Electric | Page 43 •Locate a Drives Technician •Enter mile radius •Enter zip](https://reader030.vdocuments.us/reader030/viewer/2022040114/5e45b4f08973907841128270/html5/thumbnails/43.jpg)
Page 43 Confidential Property of Schneider Electric |
• Locate a Drives Technician
• Enter mile radius
• Enter zip code, or allow browser
to use current location
• Filter by start-up authorization
• Click “Search” to filter results
• View available Drives
Technicians
Program Overview Tech Locator