From dd5ca4e513cd3ca180cf258c9605cd31b94f9065 Mon Sep 17 00:00:00 2001 From: Xavier Bustamante Talavera Date: Tue, 27 Nov 2018 11:49:40 +0100 Subject: [PATCH] First draft of processes --- docs/actions.rst | 18 +- docs/processes.rst | 538 +++++++++++++++++++++++++-------------------- 2 files changed, 311 insertions(+), 245 deletions(-) diff --git a/docs/actions.rst b/docs/actions.rst index a93c02dd..cfa87d6e 100644 --- a/docs/actions.rst +++ b/docs/actions.rst @@ -42,14 +42,22 @@ The following actions describe and react on the :class:`ereuse_devicehub.resources.device.states.Physical` condition of the devices. -ToPrepare, Prepare +ToPrepare and Prepare ================== +Prepare +------- .. autoclass:: ereuse_devicehub.resources.event.models.Prepare +ToPrepare +--------- .. autoclass:: ereuse_devicehub.resources.event.models.ToPrepare ToRepair, Repair ================ +Repair +------ .. autoclass:: ereuse_devicehub.resources.event.models.Repair +ToRepair +-------- .. autoclass:: ereuse_devicehub.resources.event.models.ToRepair ReadyToUse @@ -83,9 +91,11 @@ and **organize** actions. .. uml:: association-events.puml -Trade actions -============= -Not fully developed. +Trade +===== + +.. todo Not fully developed. + .. autoclass:: ereuse_devicehub.resources.event.models.Trade Sell diff --git a/docs/processes.rst b/docs/processes.rst index 63d6ec0b..1792b3c6 100644 --- a/docs/processes.rst +++ b/docs/processes.rst @@ -38,10 +38,10 @@ For generic devices, the process is as follows: :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. + finally submitting the information to Devicehub. For a computer, `This video `_ explains -the process using generic tags, and it is as follows: +the process, 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. @@ -59,38 +59,40 @@ the process using generic tags, and it is as follows: 5. Android App and Workbench embed the information into a report that is submitted to Devicehub. +.. _prepare: + Preparing a device for use ========================== Users, like refurbishers, ready the devices so they are suitable -for trading. This process implies repairing, cleaning... +for trading. This process implies repairing, cleaning, etc. 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 `*, + website and selects *actions* > :ref:`actions:ToPrepare`, 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 + :ref:`actions: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 + confirmed, for example because the device gathered dust between + the preparation and trading. To denote a final "this device is + ready to be used or shipped", 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 +If the device is broken or it 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 `. +Broken devices that are not going to be fixed are set to +`Dispose a device`_. Track a device ============== -:ref:`processing a device with workbench` registers into Devicehub +`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 +passport). If the physical passport is an :ref:`tags:eTags` then it is unforgeable. The rest of the traceability is based in keeping track of the events @@ -99,207 +101,7 @@ 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: Share device information ======================== @@ -329,13 +131,233 @@ 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. + +.. _public-webpage: + +The public webpage +------------------ +The public webpage of a device includes: + + - A description of the device, including specifications, + public identifiers, and associated tags. + - Instructions in how to challenge the Photochromic tag of the + device for `checking device authenticity`_. + - Traceability log of the device. + - :ref:`The public custody chain for present devices `. + - Certificates like erasures. + +Checking device authenticity +============================ +Any user can check the authenticity of a device registered in a +Devicehub, even if the user is not registered, like a customer. + +If the device has an :ref:`tags:eTags` or a regular tag generated by +a Devicehub (stuck on the `Processing a device with Workbench`_), +the process is as follows: + +1. The user scans the QR code with a smartphone using a generic QR + code scanner. +2. The scanner opens the browser and takes the user to + `the public webpage`_ containing public information of the + device, like identifiers and instructions in how to challenge the + photochromic tag. +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 or replaced. +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:eTags`, and know which Devicehub is +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 `checking device authenticity`_. + +A Devicehub participating in the global record of devices (explained +in `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: + +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: + +- 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. Once the +user is in the place, it picks up the correct device by reading +its tag. + +Erasing data and obtaining a certificate +======================================== + +When `Processing a device with Workbench`_ user can order Workbench +to erase the data stroage units. In the configuration users parametrize +the erasure to follow their desired erasure standard (involving +customizing erasure steps). + +Once the Workbench uploads the report to a Devicehub, the user gets +the erasure certificate of the (data storage units of the) computer. + +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. + +An external user can access `The public webpage`_ of the device +to download the erasure certificate. + +Please refer to :ref:`actions:Erase` for detailed information about +how erasures work and which information they take. + +.. _delivery: + +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 sold, + donated, rented (:ref:`actions:Trade`) that are still in + the warehouse and ready to be used. +2. They :ref:`store devices ` in the warehouse. +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. + +The last :ref:`actions:Receive` of a delivery, the one referring +to the final customer, can :ref:`activate the warranty `. + +Value (price) devices +===================== +Devicehub guesses automatically a price after each new rate, explained +in `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. + 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 `. + 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`, @@ -343,24 +365,22 @@ a buyer. 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 +2. Reservations can be cancelled but not modified nor deleted. 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. + and look for their reservation to cancel it. 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 + To perform any of those actions in Devicehub, + 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. + non-reserved devices. Refer to :ref:`actions:Trade`. 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. + a lot for each sales, and/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. + that the devices have :ref:`been prepared for use `. +6. Devices are :ref:`delivered ` to the customer. Verify refurbishment of a device through the tag ================================================ @@ -376,9 +396,9 @@ 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`, +2. The End-user sees a QR in a tag, like the the :ref:`tags:eTags`, which scans with its smartphone's QR reader app, taking the - user to the :ref:`Share device information `. + 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 @@ -393,11 +413,13 @@ for re-use or recycle. 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 +employee performs a :ref:`actions:Receive` to state that a device has been +physically received, and a :ref:`actions: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: + Dispose a device ================ Users can manage the disposal of devices in Devicehub. A disposal @@ -427,60 +449,94 @@ 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`. +:ref:`share devices information `. Manage purchase of devices with refurbisher / ITAD ================================================== -Please refer to :ref:`Manage sale with buyer`. +Please refer to `Manage sale with buyer (reserve, outgoing lots, sell, receive)`_. Distribution of devices ======================= -Please refer to :ref:`Delivery or pickup from buyer after use`. +Please refer to `Delivery or pickup from buyer after use`_. Transport between service providers and buyers ============================================== -Please refer to :ref:`Delivery or pickup from buyer after use`. +Please refer to `Delivery or pickup from buyer after use`_. Estimate selling price ====================== -Please refer to :ref:`Value (price) devices`. +Please refer to `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 +(Nope) Post-sale channel support ************************* Customer service for hardware issues ==================================== -Or better said: How to handle after sales issues +Devicehub allows introducing contact information in the +:ref:`public webpage ` of the device, +including an e-mail and phone number. + +This information is based on the default organization, which an +administrator sets when installing Devicehub. + +.. todo program this + +.. _warranty: Provide hardware warranty ========================= +Devicehub helps in recording the day the warranty is activated by +saving in the traceability log the `Delivery`_ of the device to the final +user. Specifically, an user can check the last :ref:`actions:Receive` +(step 4. of `Delivery`_) to be the one that activates the warranty. Recyclers ********* Get the certification for recycling =================================== -Please see :ref:`Dispose a device`. +Recyclers can obtain a certificate after performing a +:ref:`Dispose a device ` to devices. + +To obtain the certificate, the user scans the tags of the devices with +the Android App or searches them through the web, and then selects +*certificate* > *recycling*. + +.. todo defined but not programmed Device reuse management *********************** Pick-up at donor ================ -Please see :ref:`Manage donations and interactions with donors`. +Please see `Manage donations and interactions with donors`_. Transfer donations to refurbishers ================================== +(Nope) Get internal custody chain report for donation ============================================== +Users can obtain the internal custody chain report for donation +as an comma separated value spreadsheet. + +To obtain the document, the user scans the tags of the devices with +the Android App or searches them through the web, and then selects +*certificate* > *Internal custody chain report for donation*. + +Users can see part of this information too by selecting *Actions* +after selecting a device, resulting in a web view of the traceability +log of the device. + +.. todo defined but not programmed + +.. _public-custody: View public custody chain for present devices ============================================= +The public custody chain of a device is part of the public information +of the device that users can :ref:`share device information `.