Processes ######### This is a unclosed list of processes that you can do in Devicehub. Use them as a reference. .. toctree:: :maxdepth: 4 processes Registration and refurbish ************************** Tag provisioning ================ Please refer to :ref:`tags:Use case`. Processing a device with Workbench ================================== Processing a device with the `eReuse.org Workbench `_ means creating a hardware report of the device (including serial numbers and other metadata), linking the device with tags, and registering it to a Devicehub. This is the first step when dealing with a new device with the eReuse.org tools, as it registers the device with the database, or updates its information if the device existed before. So any other process, unless stated contrary, requires this one to be performed to a device before. For generic devices, the process is as follows: 1. The user opens the eReuse.org Android App (App) and selects *add snapshot*. 2. The user sticks and scans the tags of the device, including the :ref:`tags:eTags`, manufacturer tags (like serial numbers), and tags provided by third-parties like donors. 3. The user manually introduces other information, like ratings, and submits the information to Devicehub. For a computer, `This video `_ explains the process using generic tags, and it is as follows: 1. The user connects the computers to process to an eReuse.org Box running the Workbench Server software using a local network. 2. Computers boot and automatically execute the eReuse.org Workbench software, generating information from the computer and its components, erasing the data storage components, testing the machine, etc. 3. During the process, the user opens the Android App and selects the *Workbench* option, which connects the App to a running Workbench Server in the local network. 4. From now on, like in step 2. from the generic device, the user sticks and scans the tags from the device, specifically the :ref:`tags:eTags` and the ones provided by third-parties. The manufacturer tags are not required as such information is taken by the Workbench automatically. 5. Android App and Workbench embed the information into a report that is submitted to Devicehub. Preparing a device for use ========================== Users, like refurbishers, ready the devices so they are suitable for trading. This process implies repairing, cleaning... 1. The user scans the tag of the device with the Android App or searches it from the website and selects *actions* > *:ref:`actions:ToPrepare, Prepare `*, which informs Devicehub that a device has to be prepared for trading. 2. The user prepares the device. Upon success, it performs the action :ref:`actions:ToPrepare, Prepare ` in the similar way that did in 1. 3. A prepared device might still not be ready for trading. For example, a seller still might want to clean a device once a trade has been confirmed, as the device would have gathered dust between the preparation and the trading. To denote a final "this device is ready to be shipped to a customer state", the user performs the action :ref:`actions:ReadyToUse` in the same way it did in 1. If the device is broken or breaks, the user performs the action :ref:`actions:ToRepair` denoting that the device has to be repaired, and :ref:`actions:Repair` upon success. Broken devices that are not going to be fixed might be set for :ref:`Dispose a device `. Track a device ============== :ref:`processing a device with workbench` registers into Devicehub the required metadata from a device to identify it: a digital passport for the device (information submitted in a Devicehub), plus a physical passport (a tag that links the device with the digital passport). If the physical passport is an :ref:`tags:eTag` then it is unforgeable. The rest of the traceability is based in keeping track of the events occurring on the device, for example when it changes location or it is traded. eReuse.org allows recording these actions, providing mechanisms to ease them or ensure them. Please refer to the specific use cases for more information. Checking device authenticity ============================ Any user can check the authenticity of a device registered in a Devicehub, even if the user is external, like a customer. If the device has an :ref:`tags:eTag` or a regular tag generated by a Devicehub (stuck on the :ref:`Processing a device with Workbench`), the process is as follows: 1. The user scans the QR code with a smartphone using a generic QR codes scanner. 2. The scanner opens the browser and takes the user to a webpage containing public information of the device. Part of this information are the serial numbers and other IDs of the device, and a set of instructions in how to challenge the Photochromic tag of the device, if the device has one stuck, to double-check its veracity. 3. The user tests the photochromic tag by touching the flash bulb of the smartphone with the tag for, at least, 6 seconds, checking that the tag changes color temporarily. Other ways of checking device authenticity are: - Scanning the QR code stuck and comparing the serial numbers of the device with the ones of the public webpage. - Directly applying the photochromic challenge. Workbench and Devicehub detect changes in computer components. Certain scenarios where the computer passed by untrusted users require ensuring that no component has been taken. A deeper verification process is re-processing the computer with Workbench, generating a new report that updates the information of the computer in the Devicehub, ultimately showing the differences in removed and added components. Finally, the eReuse.org team is developing, using the platform Evrythng, a global record of devices, which takes non-private IDs of the devices of participating Devicehubs and records the most important life events of the devices. This database is publicly available, so users can search on it an ID of a device, for example the S/N or the one written in a tag, like an :ref:`tags:eTag`, and know which Devicehub registered in, ultimately accessing the public information of the device. Recover a lost device ===================== Users can recover a lost device found in a waste dump by following the process of :ref:`checking device authenticity`. A Devicehub participating in the global record of devices (explained in :ref:`checking device authenticity`) automatically uploads public device information into Evrythng. If the device was previously registered in another Devicehub and there is no record of trading between Devicehubs, Evrythng warns both systems. Note that this functionality is in development. Rating a device =============== Rating a device is the act of grading the appearance, performance, and functionality of a device. This results in a :ref:`actions:Rate` action, which includes a guessed **price** for the device. There are two ways of rating a device: 1. When processing a computer with Workbench and the Android App. 1. While Workbench is processing the machine, the user links the tag with the computer. In this process, as it requires the user to scan the tag with the App, the app allows the user to introduce more information, including the appearance and functionality. 2. The App embeds the rate with the device report generated by the Workbench. 3. The Workbench uploads the report to Devicehub. 2. Anytime with the Android App or website. - The user scans the tag of the device with the Android App. After scanning it, the App allows the user to rate the appearance and functionality. - Through the website, the user searches the device and then selects to perform a new :ref:`actions:ManualRate`, rating the appearance and functionality. In any case, when Devicehub receives the ratings, it computes a final global :ref:`actions:Rate`, embedding a guessed price for the device. Refer to :ref:`actions:Rate` for technical details. Storing devices =============== Devices are stored in places like warehouses. :ref:`lots:`, :ref:`actions:Locate`, :ref:`actions:Receive`, and :ref:`actions:Live`, actions help locating devices, from a global scale to inside places. The :ref:`actions:Locate`, :ref:`actions:Receive`, and :ref:`actions:Live`; embed approximated city or province level information, and the user can write a location, name, or address in Locate and Receive. This location can be as detailed as required, like shelves in a building. Users can create actions by scanning a tag with the App or searching a device through the website, and then selecting *create an action*. Lots are more versatile than actions, and they do not pollute the traceability log, which is unneeded when placing devices in temporal places like warehouses. Lots act like folders in an Operative System, so the user is free to choose what each lot represents —for example physical locations. For example: - Lot company ACME - Lot Warehouse 1 of ACME - Lot Zone A - Computer 1 - Monitor 2 To create a lot the user uses the webiste or App, selecting *create lot* and giving it a name. To place devices inside a lot through the website, the user selects the devices, it presses *add to lot*, and writes the name of the lot. To place them through the App, the user scans the tags of the devices, it presses *add to lot*, and writes the name of the lot. To look for devices the user reduces the area to look for them by checking to which lot the device is. This is done through the website or App by searching the device and checking to which lots is inside, or searching the lot and checking which devices are inside. And then, the user visually checks the identifier printed in the tags of devices that are in that specific place until finding the one. Erasing data and obtaining a certificate ======================================== .. todo add a reference that explains how Workbench works in general Workbench erases data storage units, once the user configured Workbench to do so. In the configuration users parametrize the erasure to follow their desired erasure standard (which involves selecting erasure steps, data written or verification, for example). Once the Workbench uploads the report to a Devicehub, users can get the erasure certificate of the (data storage units of the) computer. An external user, like a client, if scans the tag with a smartphone, can see an on-line version of the certificate with its smartphone web browser. A logged-in user with access to the device, can scan the tag with the App or search the device through the web app and select *certificates*, then *erasure certificate*, to view an on-line version of the certificate and download a PDF. Please refer to :ref:`actions:Erase` for detailed information about how erasures work and which information they take. Delivery ======== :ref:`actions:Receive` is the act of physically taking delivery of a device. When an user performs a Receive, it means that another user took the device physically, confirming reception. To perform this action the user scans the tag of the devices with the App, or search it through the website, and selects *actions* > *Receive*, filling information about the receiver and delivery. An exemplifying case is delivering a device from the warehouse to a customer through a transporter: 1. Warehouse employees look in the website devices that are :ref:`actions:Trade` (sold, donated, rented) that are still in the warehouse and ready to be used. 2. They look for them in the warehouse. Refer to :ref:`Storing devices` for more details. 3. Once the devices are located the employees give them to the transporter. To acknowledge this to the system, they scan the tags of those devices with the App and perform the action :ref:`actions:Receive`, stating that the transporter received the devices. 4. The transporter takes the devices to the customer, performing the same :ref:`actions:Receive` again, this time stating that the customer received the devices. Value (price) devices ===================== Devicehub guesses automatically a price after each new rate, explained in :ref:`Rating a device`, and manually by performing the action :ref:`actions:Price`. By doing manually it, the user can set any price. To perform a manual price the user scans the tags of the devices with the App, or searches them through the website, and selects *actions* > *price*. The user has still a chance to set the final trading price when performing :ref:`actions:Trade`. If the user does not set any price, and the trade is not a :ref:`actions:Donation` or similar, Devicehub assumes that the last known price is the one which the device is sold. Refer to :ref:`actions:Price` to know the technical details in how Devicehub guesses the price. Share device information ======================== Users can generate public links to share with external users, like retailers or donors, so they can see a subset of the metadata. Thanks to this, external users can audit the devices (donors, consumers), take confident and faster decisions when requesting devices (retailers, consumers). This information includes hardware information, device rates, device price (both guessed and manually set), and a public part of the traceability log. To share devices: 1. The user scan the tags of the devices it wants to share with the Android App or searches the devices through the website. 2. The user select *generate sharing links*, which gives it a list of public links of the devices. 3. Users send those links to their contacts using their preferred method, like e-mail. 4. External users visit those links in order to see a web page containing the public information of the device. Public information of a device is always accessible when an user scans the QR of the tag through its smartphone, as the QR contains a public link of the device. This way people in physical contact with the device, like consumers, can always check information about the device. Manage sale with buyer (reserve, outgoing lots, sell, receive) ============================================================== We exemplify the use of lots and actions to manage sales with a buyer. 1. The first step on sales is for a seller to showcase the devices to potential customers by :ref:`sharing them `. 2. A customer inquires about the devices, for example through e-mail. 3. This can imply a reservation process. In such case, the seller can perform the action :ref:`actions:Reserve`, which reserves the selected devices for the customer. To perform that action, the user scan the tags of the devices with the App or search them through the website, select them, and click *actions* > *Reserve*. 2. Reservations can be cancelled but not modified, as they are saved in the private traceability log of the devices. To cancel a reservation the user uses the App or the web to select the devices, and look for their reservation to cancel it. Note that reservations are never deleted, but marked as cancelled. 3. A reservation is fulfilled once the customer buys, gets through, or rents a device; for example by an e-commerce or through a confirmation e-mail. To perform any of those actions, a seller selects the devices and clicks *actions* > *Sell*, *Donate*, or *Rent*. It can perform those actions over devices that are not reserved, or mix reserved devices with non-reserved devices. Refer to :ref:`actions:Trade` to know more about selling, donating, and renting. 4. Lots help sellers in keeping an order in sales. A good ordering is creating a lot called ``Sales``, and then, inside that lot, a lot for each sales, or a lot for each customer. 5. The seller gets confirmation from the warehouse or refurbisher that the devices have :ref:`been prepared for use `. 5. Devices are :ref:`delivery ` to the customer. Verify refurbishment of a device through the tag ================================================ .. todo called Verify refurbishment of end-user's device Devicehub and eReuse.org allows usage of the :ref:`tags:Photochromic tags` to visually assist users, at-a-glance, in verifying correctly non-fraudulent refurbishing of a device. Users like refurbishers stick the tags on the devices. On the end-user side: 1. The end-user wants to verify refurbishment from a device of a retailer. 2. The End-user sees a QR in a tag, like the the :ref:`tags:eTag`, which scans with its smartphone's QR reader app, taking the user to the :ref:`Share device information `. 3. The public web page contains, along information about the device, instructions on how to check the validity of the Photochromic tag — consisting on illuminating the tag with the smartphone's lantern during a minimum of 6 seconds. Delivery or pickup from buyer after use ======================================= After customer usage devices can be picked-up so they are prepared for re-use or recycle. .. todo what happens if the device is from another inventory? Once the customer agrees for the devices to be taken, a transporter or the same customer takes the device to the warehouse, and an employee performs a :ref:`Receive` to state that a device has been physically received, and a :ref:`Trade` to state the change of property. These actions can be performed by scanning the tag with the App or by manually searching the device through the website. Dispose a device ================ Users can manage the disposal of devices in Devicehub. A disposal in Devicehub means two things: 1) trading devices to a company that manages its 2) final destruction or recovery. The first case is managed by the actions :ref:`actions:ToDisposeProduct, DisposeProduct`: 1. An user marks a device to be disposed by scanning the tag of the device or searching it through the website and selecting *actions* > *ToDisposeProduct*. 2. When the organization in charge of the disposition takes the device the user performs *actions* > *DisposeProduct*. .. todo when takes the devices (receive?) or when agreed (trade)? The latter case is managed by the actions :ref:`actions:DisposeWaste, Recover`. The user performs the action *DisposeWaste* when the product has been destroyed and put into waste, and *Recover* when the product has been recycled. Retail and distribution *********************** Make devices available for sale to final users ============================================== Once the devices are registered in the Devicehub, users can share the devices to potential customers. Please refer to :ref:`share devices information`. Manage purchase of devices with refurbisher / ITAD ================================================== Please refer to :ref:`Manage sale with buyer`. Distribution of devices ======================= Please refer to :ref:`Delivery or pickup from buyer after use`. Transport between service providers and buyers ============================================== Please refer to :ref:`Delivery or pickup from buyer after use`. Estimate selling price ====================== Please refer to :ref:`Value (price) devices`. Manage donations and interactions with donors ============================================= - Como solicitar una recogida a donante - Como hacer el convenio y reportes para el donante - Como transferir los dispositivos del donante a uno o varios restauradores - Como redactar la memoria Post-sale channel support ************************* Customer service for hardware issues ==================================== Or better said: How to handle after sales issues Provide hardware warranty ========================= Recyclers ********* Get the certification for recycling =================================== Please see :ref:`Dispose a device`. Device reuse management *********************** Pick-up at donor ================ Please see :ref:`Manage donations and interactions with donors`. Transfer donations to refurbishers ================================== Get internal custody chain report for donation ============================================== View public custody chain for present devices =============================================