drives startup authorization program 2 - schneider electric · confidential property of schneider...

Confidential Property of Schneider Electric

Presented by: Charlie Matthews – Industry Offer Marketing Specialist

Drives Startup Authorization Program 2.0

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)


• 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)


DSUA Website Walkthrough Logging in at http://drivestartup.schneider-electric.us/#/login

http://drivestartup.schneider-electric.us/




• Edit your account information

• View your Start-up Authorizations

• Browse Available Start-up Programs

DSUA Website Walkthrough Account page


• Edit your account information

• Name

• Title

• Address

• Email

• Phone Number

• Change Password

‒ Forgot password area on log in



• Show me on Tech Locator

• Allow customers to find you on the Tech

Locator map…



• Show me on Tech Locator

• Allow customers to find you on the Tech

Locator map…or not



• 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


• 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






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



• Use links on left to navigate through the

website



• Description of the Drives Startup

Authorization Program

Program Overview Program Overview


• Drives or Soft Starts Registration form

• Fill out this form to register new products

Program Overview Register Startups


• End User Information

• Company Name

• Contact Name

• Phone

• Email

• Address

• Job Site Information

• Used to better locate the product

• NOTE: This information will appear on your start-

up “certificate”



• End User Information

• Auto fill

‒ Auto fill the End User form by selecting one of your

previously entered End Users




• Add product

• Choose Product Type

• Open or Enclosed

• Enter start up date



• Add product

• Enter Drive Model Number

• Must be a valid part number

• List of authorized products

is given below the input box



• Add product

• Enter Drive Serial Number

• Must be a valid serial

number

• Make sure to get this during

start-up visit



• Add product

• Equipment Designation/Location

• VERY IMPORTANT!

• Without this information,

Drives Product Support

Group will have a very

difficult time locating the

product



• 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



• Add product

• Additional Info for Enclosed

• Click the “?” for help with

determining where to find

these numbers

• Good reminder before the

start-up visit



• Add product

• Q2C Order Number

• Motor HP

• Motor Voltage

• Speed Reference

• Communication Type

• Motor Overload Setting

• Circuit Breaker Preset



• 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.



• Add product

• Add to list

• When finished adding info,

click “Add to list”



• 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



• Add another product

• Register as many products as

necessary for your start-up visit



• Add another product

• When finished, click “Submit

Registration”


• Click “Your Registrations” to view a

complete list of your start-up

registrations

Program Overview Your Registrations


• Filtering registrations

• Date filter

‒ Select date range of desired

registrations

‒ Click “show registrations” to apply

filter



• 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



• 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



• Locate a Drives Technician

Program Overview Tech Locator


• 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


• 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


• 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


• 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









• Enter mile radius

• Enter zip code, or allow browser

to use current location

• Filter by start-up authorization

• Click “Search” to filter results




• 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


drives startup authorization program 2 - schneider electric · confidential property of schneider...

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