Workshop

Service partners and fleet customer organizations can onboard SCALAR units seamlessly either during unit installation through the Fleet Installer from the Workshop module or by linking the unit serial number with assets through the Asset Manager, or through DataHub APIs. These SCALAR functionalities empower fleet customers to independently initiate transfer of unit ownership, streamline operations for resellers thereby enhancing operational efficiencies, and reduce manual dependencies on the Technical support.

The Workshop module is designed to support unit ownership, installation, inspection, service execution, and collaboration between fleet customer organization and service partners. It provides a centralized workspace where technicians and service providers can manage units efficiently.

After a service partner is onboarded by a fleet customer organization, a Welcome email is sent to the Service partner organization. After the service partner clicks the Go to workshop link from the Welcome email, they are directed to the Workshop module.

Card	Description
View customer organizations	Undertake technical support and service operations for fleet customer (external) organizations, such as transfer unit ownership, install, and inspect communication units This card can be accessed only by the service partner organizations
Unit inspection and more	Inspect unit installation and view heath status

View customer organizations #

Use this card to view and manage workshop activities for fleet customer organizations.

1. In the Workshop module > click the View customer organizations card. A list of customer fleet organizations that have onboarded you as a service partner are listed.



Click Status to review the trust relationship status with the fleet customer organizations: whether active or expired. If the status shows expired, reach out to your customer organization administrator.



2. From the Organization name column, click the required fleet customer organization. Alternatively, in the Search box, enter the customer organization name, and then press enter. The Scan unit QR code for inspection for the selected customer is displayed.
3. Do one of the following:
   • Scan the unit QR code
     
     Or
     
   • Click Enter serial number manually. The Unit serial number dialog is displayed.
     
     
     
     Enter the serial number of the communication unit, and then click Continue. For example, if the serial number displayed on the unit is ABC-123456789123456, the unit serial number will be 123456789123456.

The system validates whether:

◦ The unit IMEI number is valid and verifies which organization owns the communication unit
◦ The service partner has an active trust relationship with the fleet customer organization

Unit inspection / Unit ownership transfer workflows #

This section describes the diverse scenarios in which the unit ownership can be transferrred.

Important

• Ensure that the unit serial number is correctly entered, else the communication unit will not transmit the data. This image shows the error message if the QR code is not scanned correctly or the serial number entered is incorrect.
  
  
  
• After the unit ownership is transferred, the current configuration will be reset. A technician will be required to re-configure the unit for the fleet customer organization from the Workshop module.
• When an expired unit is scanned for unit installation, the unit inspection cannot be initiated until the subscription is reactivated for that device.
• When a unit transfer is initiated via the workshop module for an expired unit, only the unit transfer will be completed. The unit inspection will not be initiated.

Scenario 1: The unit is already registered with the fleet customer organization

In case the fleet customer organization has purchased the communication unit from ZF, the unit is registered in their (customer organization) name. After scanning the unit QR code or entering the serial number, proceed to install the unit and view the health status.

Scenario 2: The communication unit is registered with (owned by) the service partner organization. The fleet customer organization expresses an interest to purchase the unit and requests the service partner to transfer ownership to the customer organization.

1. In the Unit serial number dialog, in the Serial number box, enter the IMEI number assigned to the customer organization, and then click Continue.



The current owner organization name is displayed, along with an option to transfer the ownership to the fleet customer organization.



The following validation checks are executed before unit ownership transfer can be initiated:

• The IMEI number is valid
• Verifies the organization with which the IMEI is associated with
  • If the unit is owned by the fleet customer organization, the technician can proceed with the unit installation
    Or
  • If the IMEI is valid and associated with the service partner (owner) organization, it further verifies whether a trust relationship is established between the service partner and the fleet customer organization. If these conditions are fulfilled, unit ownership can be transferred.
2. Click Transfer unit. A message is displayed prompting you to confirm unit ownership transfer from the service provider organization to the fleet customer organization.



3. Click Yes to confirm the unit ownership transfer. An acknowledgment message is displayed confirming that the unit is transferred. You can now install and inspect the unit.

The unit is now displayed in the Admin module on the Units page of the fleet customer organization account.

Scenario 3: The unit is registered with a warehouse partner or reseller (box movers), for example, ZF.

After scanning the unit, the current ownership, for example, ZF, is displayed, along with an option to transfer ownership to the fleet customer organization.

1. Click Transfer unit. A message is displayed prompting you to confirm unit ownership transfer from ZF to the fleet customer organization.
2. Click Yes to confirm unit ownership transfer. An acknowledgment message is displayed confirming that the unit is transferred. You can now install and inspect the unit.

The unit is now displayed in the Admin module on the Units page of the fleet customer organization account.

Scenario 4: Multiple unit types have the same serial number (when the same IMEI number is registered for multiple unit types)

1. After scanning the unit, select the unit type from the Unit type list, then click Continue.



The current ownership is displayed, along with an option to transfer ownership to the fleet customer organization.



2. Click Yes to confirm the unit ownership transfer. An acknowledgment message is displayed confirming that the unit is transferred. You can now install and inspect the unit.
   The unit is now displayed in the Admin module on the Units page of the fleet customer organization account.

Scenario 5: Communication unit types not supported in the Workshop module

After scanning the unit, the current owner is displayed, along with an option to transfer ownership to the fleet customer organization.

1. Click Transfer unit. A message is displayed prompting you to confirm unit ownership transfer from the service provider organization to the fleet customer organization.
2. Click Yes to confirm the unit ownership transfer. An acknowledgment message is displayed confirming that the unit is transferred.
   However, you cannot proceed with the unit installation because it is not supported in the Workship module currently.

Unit transfer records in audit logs

The unit transfer details are recorded in the audit logs. When the unit is transferred from the service partner organization to the fleet customer organization, the details are reflected in their respective audit logs.

Raise Service desk request

In the event of technical issues or errors during the unit ownership transfer process, such as if the IMEI number is not valid, the technician can click Contact support.

They will be redirected to the Support portal module from where they can raise a Service desk request.