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CONFIDENTIAL

Training material for NEX2U PLUS


- for Partner portal (http://nex2uplus.doosan.com/)

February, 2013
AP/E Product Support
Table of Contents

1. Setup Nex2U Plus Partner Portal


2. Log into Nex2U Plus Partner Portal
3. Search Article & Bulletin
4. Search Equipment
5. Create Case
6. Search Part No
7. Salesforce Mobile App

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1. Log into Nex2U Plus Partner Portal

1.1 Set up ID/Password

Dealer User have to reset their password after receiving Password confirmation email from
Salesforce.com.

Temporary ID Set up E-Mail/ Reset Password Description


1. Receive Email from Salesforce
- Permanent User ID
- Temporary Password

2. Click the link in the e-mail


Click the Link
3. Password reset windows
appears

4. Reset the password

Reset New
Password

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1. Log into Nex2U Plus Partner Portal

1.2 Privacy Agreement

In case Dealer user login Nex2UPlus at first time, Dealer user have to agree with Privacy Agreement. If
Dealer user do not agree with Privacy Agreement, Dealer user cannot register Case.

Privacy Agreement Description


1. Read the Privacy Act

2. Check the Privacy Agreement

3. Click the Save Button

4. If you do not agree with Privacy


Agreement, You cannot register
Case.

Click the Save


Check the Privacy
Agreement

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1. Log into Nex2U Plus Partner Portal

1.3 Set up Personal Information

Set Time Zone and Locale. Language option can be set to any language, but most contents and fields
are in English now.

Update your Personal Information (Time Zone, Locale) Description


1. Click the My Profile Link

Click the My 2. Click the Edit Link for Update


Profile Link Click the Change
My Password for 3. You can change Time Zone,
Update Locale
Click the Edit
Link for Update
4. You can change your password

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1. Log into Nex2U Plus Partner Portal

2.1 Log into Nex2U Plus Partner Portal

Log into Nex2U Plus Partner Portal (http://nex2uplus.doosan.com/)

Log into Nex2U Plus Partner Portal Description


1. Type User ID

2. Type Password

3. Click the Login Button

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1. Log into Nex2U Plus Partner Portal

2.2 Partner Portal Home

Main screen of Partner portal consist of Tab, Menu bar, and Schedule Management. DICE P/S Team will
announce important message/event on Message & alert Field, so make sure Dealers check the field.

Doosan Infracore Nex2U Plus Partner Portal Home Description


1. Tab
Tab - Home/ Accounts/ Contacts/
Equipment/ Articles/ Bulletins/
Cases/ Reports/ Libraries/
Update Case
Contents/ Part Search.

2. Menu Bar
- Search : Search Contents, text,
etc.
- Find Article : Search Article
information
- Recent Item: List recent viewed
Latest Bulletin
items

4. Update Case : Recently


Modified Case in 7 Days

Check Announcement 5. Latest Bulletin : Recently


/Notification Created Bulletin

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1. Log into Nex2U Plus Partner Portal

2.3 Activating an Unrecognized Computer or IP

The activation process authenticates the user, adds the cookie, and adds the new IP address to the
trusted list.

Activating an Unrecognized Computer or IP Description


1. User logs in from unrecognized
computer

2. User prompted to activate


computer and clicks button to
email verification code

User logs in from


User prompted to 3. User retrieves verification code
unrecognized
computer
activate computer and from email
clicks button to email
verification code 4. User submits verification code
User retrieves
verification code 5. User logs in
from email

User submits
User logs in verification code

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3. Article Management

3.1 Search Article using Global Search

Dealer can search Articles by using Global Search functionality.

Search Wheel Loader related Article using Global Search Description


1. Let’s say a Dealer wants to find
Article about ‘Wheel Loader’
Type the keyword for Search
2. Then type ‘Wheel loader’ in
Global Search field.

Show Search result 3. User may choose Article types

Can pick Article Type 4. And click Go button

5. Search result will be displayed

Click Go Button Click Article


Title 6. Click Article Title to see more
details

*If you want to search by several


Article Details
words together, please use
“and”.
ex) engine and noise

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3. Article Management

3.2 Filtering Article using Data Category

Dealer can also search Articles filtering by Data Category. Data Category classified by Failure Group,
Series, and Info. Level.

Filtering Article using Data Category Description


1. Let’s say a Dealer wants to find
Article about ‘Wheel Loader’

2. In case of using data category,


Dealer select ‘Engine’ in Failure
group field, and select ‘Wheel
loader’ in Series field.
Show Search result
Click Go Button 3. And click Go button

Filter Article by 4. Search result will be displayed


Data Category
Click Article 5. Click Article Title to see more
Title details

Article Details

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3. Article Management

3.3 Search Bulletin

In the Bulletins Tab, Dealer can view their Bulletin List and find out details of each service bulletin.

Search Bulletin/ Bulletin Details Description


1. Go to Bulletin Tab and click the
Tab

Click Go Button 2. Click Go Button

3. Search result will be displayed


Show Search result
4. Click the Bulletin Document No.
dealer wants to see

5. Bulletin Details come out


Click Doc. No. - Owner
- Subject
- Record Type
- Key Code
SB120312 - Warranty code
Bulletin’ - Notes & Attachments
Details - Approval history

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4. Equipment Management

4.1 Search Equipment Information (1/2)

In the Equipment Tab, Dealer can view list and details of all equipments belongs to them. So Dealers
could have better visiblity and manageability of their equipments.

Search Crawler Excavator Equipment Information Description


1. Let’s say a dealer in Vietnam
wants to see their Crawler
Click Go Button Excavator equipments

2. Select Crawler Excavator in View


drop down menu
Show Search result
3. And click Go Button

4. Search result will be displayed


- Serial No.
Click Doc. No. - Model
- Dealer
- Dealer Region/Country
- Shipping data
SB120312 - Warranty Start/End
Bulletin’
Details 5. Dealer may find more detail
information if they click the
Model they want to see

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4. Equipment Management

4.1 Search Equipment Information (2/2)

Another way to find Equipment information is to use “Search All” on Menu tab. If you want to search
specific serial number of machines, please type the specific serial number.

Search Serial No Description


1. Input “Serial number” on Side
Menu and Click “Go” button.

2. In case that the machine with


“Serial no” is registered, Search
Result shows the machine data.
Display the Serial No
3. If you want to see the
equipment information in detail,
Click “Serial No”.

Click the Serial No for


Detail Information

Search Serial No

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4. Equipment Management

4.2 View Equipment details (1/2)

Detail information about Equipment

View Crawler Excavator S470LC Description


- Equipment information provided
after Searching.

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4. Equipment Management

4.2 View Equipment details (2/2)

As Equipment information, you can see Claim, Main Component, Option and Case information created
through Nex2U Plus about the specific machine.

View Crawler Excavator S470LC Description


In order to create Technical Cases
easily, Click New Case on
Equipment information screen.
Then, Model & Serial No are
Create Case
registered on Case automatically.

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2. Case Management

5.1 Create Case (1/5)

Dealer may register Case and view their Case status in Cases Tab. Also Dealer may select their view
type of cases in a view dropdown menu.

Case Creation main screen Description


1. Go to Cases Tab and click the
tab

Click Cases Tab 2. Click Create New Case Button

Click Create 3. Select Record Type


New Case Button - General or Technical

* There are 2 Record Types


- General: System, Manual, or
- Technical : Case must have
Product, Model, Serial #.

Select Record type


for the case

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2. Case Management

5.1 Create Case – Technical (2/5)

To create case, Dealer should input Case, dealer, product, optional information in New Case windows
screen. Red Line field is required information that must be filled in to move on to next step.

Case Creation main screen Description


4. Select Level
- Normal
- Urgent

5. Click Look up icon and select


Model
Click Iook up icon to
select value 6. Fill in Required information in
Product information
- Failure date
- Working Hours
- Serial No.
Input Product - Application
Information

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2. Case Management

5.1 Create Case – Technical (3/5)

Fill in Failure & Subject Information listed as follows;

Input Failure /Subject information Description


7. Fill in Failure information
- Causal Part No.
- Failure Group
Click Iook up icon to - Work Type
select value - Material

8. Fill in Subject Information


Input Subject - Subject of Case
- Problem Description
Describe the problem - Troubleshooting Performed
- Root cause of Failure &
comments
Describe what has been done by
the Dealer for Trouble shooting

Describe root cause of Failure

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2. Case Management

5.1 Create Case – Technical (4/5)

Fill in the exact request for the case. If Dealer wants to save Case as a draft, not send to Queue,
Dealer must take off pick mark from Optional Check box and then click ‘Submit’.

Input Subject information (Cont’d) / Status/ Submit Description


9. Specify the exact request to
resolve case

Specify the request 10. Decide to save Case as a draft


or directly send to Queue
- Save as a draft: Take off Pick
mark in Optional Field
- Directly send to Queue: Leave
the pick mark

11. Click ‘Submit’ Button.

Take off Pick mark


to Save Case as a draft Submit the Case

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2. Case Management

5.1 Create Case – General (5/5)

General Case is for the case about general inquires not the specific machines with serial number.

Input Subject information (Cont’d) / Status/ Submit Description


1. Type
- Warranty & Others
- System
- Manual
- Market Sensing

Specify the Type 2. Product


- Crawler Excavator
- Wheel Excavator
- Wheel Loader
- ADT
- Breaker
Choose Product

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2. Case Management

5.2 View Cases

You can see the relevant information about Equipment after registering Case additionally.

Add Comments on Cases Description


1. Warranty condition
- Shipping Date
- Delivery Date
- Warranty Expired Date
Product Information
2. Model
- Manual Engine
- Manual Shop
- Manual Operation
Model Manual
- Spec sheet
- Performance
- Labor Time Guide
- Circuit HYD
- Circuit ELE
Part No
3. Part No
- GPES
- Claim Report

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2. Case Management

5.3 Add Comments on Cases

Go to Cases Tab and click specific case in the list, then Dealer can add comments or check the
comments from DSM/PSM. It would help Dealers to communicate more efficiently to resolve cases.

Add Comments on Cases Description


1. Go to Cases Tab and click the
Tab.

2. Select the case that you want


to add comments
Click New Comment Button
3. In the Case Details screen, there
is a Comments Field under the
Subject Information

4. Click New Comment Button

5. Add Comments and Click Save


Button

6. Also Dealer may find Case


Add New Comments
Comments from DSM/PSM in
and Click Save Button
Comment Field

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2. Case Management

5.4 Check Case status/ Comments notice Flag

In the Case Detail, Dealer can check the Case status. And If PSM/DSM add comments to Case, Dealer
receives a Flag for the case.

Add Return Parts Information Description


1. Dealer can find out the status
of each Case in Case Detail
Check Case Status Field

2. If DSM/PSM add comments on


the Case, Dealer would receive
Flag notice for the Case.
- Asking for additional
information/ action

Receive Flag Notice


If comments added

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2. Case Management

5.5 Add Return Parts Information

After sending back affected Parts to DICE Product Support team, Dealer should input a necessary
information & attachment in Nex2U Plus so that P/S Team easily track the parts’ returning status.

Edit Return Parts Information Description


1. Go to Cases Tab and click the
Tab.
Click Doc. No. to keep the
return part information
2. Select the case that you want
to edit New Return Part
information.

3. In the Case Details screen, there


is a Return Parts Field under the
Edit Return Part Articles Field
Information and fill on  This section comes up when
the blank. After save it, Doosan requests to ship back
attach invoice and the parts.
other documents.
4. Edit Return Part Information
and click Save Button
- Pick-up and package
information
- Invoice No. & Attachment

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2. Case Management

5.6 Sort Recent Modified Cases

Dealer can sort recent Modified Cases by selecting it in View drop down menu.

Add Return Parts Information Description


1. Select ‘Recent Modified
Cases(7days)’ in View drop
down menu

2. Click ‘Go!’

3. Then the list of Cases recently


modified will come out

Select
Recent Modified Cases
In View Field

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2. Case Management

5.7 Close Case

Close Case when the cases are resolved through the proper solution by PSM/DSM or Article attached.

Add Return Parts Information Description


1. Click “Close Case” button on
Case Detail tab.
Click Close Case
2. Close Case
- Status : Choose “60-Closed”
- Survey : Choose Satisfaction
Level among the following.
. Very Dissatisfied
. Dissatisfied
. Normal
. Satisfied
. Very Satisfied
- Comment

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5. Search Part No.

6.1 Search Part No.

In the Part Search Tab, input Part No, Part Description or Model to get the Parts information.

Search Part No. using Part Description and Model Description


If you want to search the Part no.
of “Switch of DL220”,
input “Switch DL220” together.

Search Part No

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5. Search Part No.

6.2 Part No. Detail

In the Part No. Tab, Dealer can view part list and they can also linked to GPES to get Parts information.

Search Part No. 600105-00002 Description


1. Let’s say a dealer wants to see
more details of Part No.
600105-00002

2. Click the Part No.


Click to link into
GPES
Click Part No. 3. Part No. Detail appears

4. Dealer can link into GPES to get


more Part information

Click to link into


GPES

Part No. Detail

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7. Salesforce Mobile App

7.1 Salesforce Mobile App

Dealer can download various Salesforce application to log into Nex2U Plus through Mobile devices.

Salesforce Mobile Applications Required App by User/Device

Salesforce  Collaboration
Mobile Phone iPad
Chatter  Communication

Salesforce Chatter
Salesforce  Nex2U Plus Mobile version Salesforce Chatter
Dealer Salesforce Mobile
Salesforce Mobile
Mobile  Case, Account/Contact, etc.

Salesforce  Nex2U Plus Mobile Salesforce Chatter


Dashboard
Salesforce Mobile
Salesforce Chatter
Mobile Dashboards  Only for iPad DSM Salesforce Mobile
Salesforce Mobile Dashboard
ForcePad by Salesforce Labs
ForcePad Salesforce Touch
 Nex2U Plus Viewer for iPad
by Salesforce Lab Salesforce Chatter
Salesforce Mobile
Salesforce Chatter
Salesforce  Nex2U Plus Viewer for iPad PSM Salesforce Mobile
Salesforce Mobile Dashboard
ForcePad by Salesforce Labs
Touch (Beta Version) Salesforce Touch

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7. Salesforce Mobile App

7.2 Salesforce Mobile App download URL

Mobile Application can be downloaded as following URL;

For Mobile Phone For Mobile Pad

Salesforce Chatter Salesforce Mobile Dashboard


https://itunes.apple.com/kr/app/salesfo https://itunes.apple.com/kr/app/salesforce-
rce-chatter/id404249815?mt=8 mobile-dashboards/id457642972?mt=8

Salesforce Mobile ForcePad by Salesforce Labs


https://itunes.apple.com/us/app/salesfor https://itunes.apple.com/kr/app/forcepad-by-
ce-mobile/id281826146?mt=8 salesforce-labs/id458454196?mt=8

Salesforce Touch
https://itunes.apple.com/kr/app/salesforce-
touch/id557044822?mt=8

EOD
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