Guide Purpose:

• This guide IS designed to:
  1. Show how to create a new Division
  2. Show how to complete the information required to set up a new Division
• This guide IS NOT designed to:
  1. Show how to set up Assets

How to Select the Tenant to Create a Division

1. Click on the Administration tab
2. Select the Configuration button
3. Select the Organization button
4. Click on the Tenant we want create a division under
   1. In this use case we used “Nelly’s Trash”
5. Click on the New button
   

How to Create a New Division

Note: Before Creating a New Division, please make sure that the billing department has signed off on this. Please reach out to Bryan Maag or Amanda Benavides to give the okay.

1. Fill out the company name, the alternative ID, and the safety Level if provided
   1. For more information on what each field means please refer to the “Detailed Information on Fields to Complete a New Tenant” below
   2. The name of the company must be filled out in this section.
2. Input the address to the site of the division being created and the time zone
   1. For more information on what each field means please refer to the “Detailed Information on Fields to Complete a New Tenant” below
3. Fill out the customers contact information
   1. For more information on what each field means please refer to the “Detailed Information on Fields to Complete a New Tenant” below
4. Click Create
   

How to Confirm the New Division has been Created

1. Search and Click on the Tenant
   1. In this use case “Nelly’s Trash”
2. New Division will show up under the Tenant
   1. The new Division created is “Test Garage”
      

How to Select the Division to Create a Sub-Division

Still on the Administration Tab

1. Select the Configuration button
2. Select the Organization button
3. Click on the Tenant
   1. In this use case we used “Nelly’s Trash”
4. Click on the Division we want create a Sub-division under
   1. In this use case we used “Test Garage”
5. Click on the New button
   

How to Create a New Sub-Division

Note: Before Creating a New Sub-Division, please make sure that the billing department has signed off on this. Please reach out to Bryan Maag or Amanda Benavides to give the okay.

1. Fill out the company name, the alternative ID, and the safety Level if provided
   1. For more information on what each field means please refer to the “Detailed Information on Fields to Complete a New Tenant” below
   2. The name of the company must be filled out in this section.
2. Input the address to the corporate office of the customer and the time zone
   1. For more information on what each field means please refer to the “Detailed Information on Fields to Complete a New Tenant” below
3. Fill out the customers contact information
   1. For more information on what each field means please refer to the “Detailed Information on Fields to Complete a New Tenant” below
4. Click Create
   

How to Confirm the New Sub-Division has been Created

1. Search and Click on the Tenant
   1. In this use case we used “Nelly’s Trash”
2. Search for the Division
   1. In this use case we used “Test Garage”
3. New Sub-Division will show up under the Division
   1. The new Sub-Division created is “Drew’s Waste Collectors”
      

How to Complete all Information for Setting Up New Tenant

1. Click on the Administration tab
2. Select the Configuration tab
3. Select the new tenant created
4. Fill out the needed information in this section highlighted in the BLUE
   1. Please refer to the next page for detailed information on this section
5. Click save
   

Detailed Information on Fields to Complete Setting up a New Tenant

Section 1

1. Name: This field contains the name of the company
   1. This should auto populate from creating a new tenant information field
2. Safety Level: This is used to limit which safety event category is visible on the screen when scoring an event.
   1. This field should only be filled out if a Magnif-Eye Product Manager or Review Manager says to fill it out and provide the value. Otherwise, this field should be left empty or have a value of “0”
3. Alternative ID: This ID is used for companies that use our API to communicate with their internal system. This field is used by big customers such as Waste Management and Republic. Most other companies will not require this information.
   1. If Alternative ID is unknown. Search through other Divisions to find the identification number.
      

Section 2

This section is filled out by our finance/billing department. As stated earlier in this guide, please reach out to the finance department before setting up a new customer.

1. Billable Reference ID: This identification number is used to reference division and/or subdivision under the tenant that will be billed under the same account.
2. Billing Name: This is the JDE account number. JDE is our enterprise resource planning (ERP) system that we use for billing. A unique account number is generated for every account which is considered a JDE account number. All division and subdivision that will be billed on the same account will use this same unique account number. This billing name is used to reference the account of the tenant or division and every sub-division that will be billed under the same account.
3. Billable Level: this box is checked at the tenant or division stage to signify that all divisions or subdivisions will be billed with the same Billable reference ID.
4. Division ID: This is the identification number for a division.
5. CRM Account ID: This is the account ID that the tenant is linked to in sales force. Sales force is our customer relationship management (CRM)system. With this account ID, we would be able to reference any information on our tenant in sales force.
   

Section 3

This contains detailed location of the corporate office of the customer.

1. Street: The number and name of the corporate office.
2. City: The city which the corporate office is located.
3. State: The state where the corporate office is located.
4. Zip Code: The Zip code of the corporate office.
5. Time Zone: The time zone of the city the corporate office is located.
   1. IF you are not sure, please use google to figure out the correct time zone.
6. Country: This is the country in which the corporate office is based off.
   

Section 4

This section provides information for the point contact person to reach out to on behalf of the customer. This is typically the person that the sales team is in contact with.

1. Contact Name: This is the name of the contact person for the customer.
2. Phone Number: This is the phone number the contact person can be reached at.
3. Email Address: This is the email address of the contact person.
   

Section 5

This section highlights the products the customer is subscribed to. Its very critical that this section is selected based on the product the customer is looking to subscribe to with us. For more information on setting up features for a new tenant please refer to the “Setting up Features for a New Tenant guide”.

1. Cummings Diagnostics: Cummins diagnostics is part of Optim-Eyes. It is an integration that we worked out with Cummins to allow them to send diagnostic messages to our device.
2. Tracking/Interval: This feature enables customers to use our Certif-Eye product. This helps the customer with their Excise, IFTA (International Fuel Tax Agreement) and road usage data.
3. Service Event Review: This feature enables customer to use our Verif-Eye and Purif-Eye product to review events based on their needs.
4. Live Streaming: This is a feature for our Magnif-Eye product that allows customer to live stream from the cameras installed on the truck in real time.
5. Collection API: This feature enables customer to use our Verif-Eye product to allows customer to access the collection API.
6. Service Bureau: This feature is for our Verif-Eye product that allows events to be sent to our 3^rd Eye review team for event review based on the customer’s needs.
7. AI Review: This feature allows us to use AI to identify events for review. This simplifies the process by only sending us images for the assigned need to our team for review.
   

Section 6

1. Overloaded Price: This field was built for a specific report, the Overloaded Container Report in Advanced Reports. If a price is documented, the documented amount will show up on the report. However, this field is deprecated, and no one uses it anymore. This field will be removed in future release.
2. External Event URL: This field is used to share events externally. Customers can use it to share event links with third parties. The field is automatically populated when a new tenant is created.
3. Hours to Automatically Mark an Event as No Action: This field allows customers to specify a time frame for events that have not been reviewed to be marked as "No Action." However, this field is not used because all events should be reviewed. This field will be removed in future release.
4. Max Collection Distance (Residential/Non-Residential): The distance from the vehicle that an association can be done is a critical field that impacts how our Verif-Eye product functions. This field is auto populated with values in meters for residential and non-residential areas and should not be changed except by a product manager who has specific requirements.
5. Driver Triggered Categories Notification: This field allows customers to receive email notifications whenever there is a driver triggered event, such as overloads, bulks, or any other use case. However, this field is no longer used and will be deprecated in a future release.