FAQ Needs Manager

FAQ Needs Manager

Role: The needs manager identifies their needs for secondary raw materials on the platform so that the ecosystem manager can respond to them by creating circular loops called " ecosystems ". These ecosystems will thus connect holders of available resource deposits with the needs provided, via the transformations necessary to obtain exactly the materials and the quality sought.

The requirements manager can accept or reject offers made by the ecosystem manager to meet their needs or request modifications. The requirements manager then confirms or rejects the successful receipt of their material or product.

General information

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How do I change my login details and password?
An account's login details cannot be changed directly by the user; you must contact your myUpcyclea administrator, who can change them themselves. However, the user can change their password at any time by clicking on the "Change Password" section in the "My Profile" section.

 

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How do I receive email notifications?

To receive platform notifications about you by email, you can check “Receive notifications by email” in the “My Profile” section.

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What is the chat for and how to use it?

Chat is a tool that allows users of a myUpcyclea account to communicate with their stakeholders. Each role can interact with different stakeholders:

Role : Possibility of chatting with:
Agent Administrator – myUpcyclea Representative
Manufacturer myUpcyclea Representative
Resource Owner Agent – Ecosystems Manager – Administrator – myUpcyclea Representative
Responsible for needs Ecosystem Manager – Supervisor – Administrator – myUpcyclea Representative
Transformation Manager Ecosystem Manager – Supervisor – Administrator – myUpcyclea Representative
Ecosystem Manager Supervisor – Requirements Manager – Transformation Manager – Resource Owner – Administrator – myUpcyclea Representative
Supervisor All stakeholders
Administrator All stakeholders

Idea
Responsible for needs

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What is a need?

A requirement on myUpcyclea allows you to specify the material or product desired by the requirements manager; it is a real specification.

A need is defined by:

  • the name of the need,
  • information on the structure that has this need (which we call the client),
  • the circular passport (which characterizes the need and in particular its materials),
  • other information, including the desired quantity and delivery date.

A need is informed by the role of “needs manager”. (financial packaging and conditions)

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What is a recipient and how do I create one?

A needs manager's recipient is a stakeholder who has needs for secondary raw materials or reused products. The needs manager is responsible for identifying the needs of their various recipients and managing them via the platform.
If you are your own recipient (as an independent requirements manager, for example), you must create a single recipient with your own information, which will be used each time requirements are entered.

To identify the need for a new recipient, the needs manager must create a “New Recipient”.


There are two ways to create a need:

– When creating a requirement,
this tab allows you to access requirements that are not yet included in ecosystems. The "New requirement" tab is used to act on the requirement (modification, publication, deletion, etc.) :

– Via the deposit tab by clicking on the following icon to declare the need directly:

A new page will appear, you must provide the minimum information to create the requirement:

  • The name of the organization and its head office
  • The contact of a person within it (name, email and telephone of the person)
  • Name and delivery address are also required.
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Validate/request a modification/reject an offer:

Consider the need-only point of view. Explain what an exosystem is before talking about it.

Explain what happens when an offer comes in and what it means
This is only valid when the offer is awaiting customer validation: an ecosystem has therefore been created by an ecosystem manager, the stakeholders who own the deposits and processors have validated their participation, and the offer summarizes the conditions proposed to meet the need expressed by the needs manager.

  1. Click on the action button (the three vertically stacked lines) to the right of the offer label.
  2. Click on View offer: a window summarizing the need, as well as information on the offer and the proposed price appears.
  3. Click on the desired button at the bottom of the window:

  • Validate: This validates the request, thus giving agreement for the implementation of the ecosystem, and delivery in response to the need you had expressed.
  • Request a change: A dialog box opens, allowing you to specify what change is expected. You can request minimal changes (date, quantities, etc.) or go so far as to tell the ecosystem manager that you would like a completely different proposal. Make sure to be specific in your request so that they can later make a proposal that meets your needs. Then click Send to send the request to the relevant ecosystem manager.
  • Reject: This action directly rejects and archives the need (not just the offer), only use if you no longer wish to receive offers for this need!

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What is the difference between the “publish” and “save” buttons?

The "save" or "save as draft" button allows the user to save their work without going directly to the publishing step. This keeps the current state of their form and can return to it to complete it later, without other users having access to the incomplete data.

The "publish" button, on the other hand, allows you to make your information visible to other users, and therefore triggers the validation process. The information will continue to be editable (although there are certain rules to limit changes if the data is already in use elsewhere on the platform).

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What do the names of the statuses of the different needs mean?

- Needs are distributed according to their status:

  • Pending publication: has been submitted to the supervisor for publication.
  • Request for modification: the supervisor has requested a modification of the requirement before publication.
  • Published: The supervisor has approved the need and published it. The ecosystem manager can now create an ecosystem that meets this need.

- The requirements manager must therefore confirm the correct receipt of requirements from a deposit identified in the list of deposits :

  • Active needs: This tab provides access to needs declared or taking part in ecosystems.
  • Archived Needs: This tab lists archived needs, i.e. those that have been processed but also those that have been refused or rejected.


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What is the difference between a “validated” and a “confirmed” offer?

Put screens

An offer is validated when the requirements manager has validated the offer made to him under the proposed conditions (date, quantity, etc.).

Discussions may have taken place before validation, to find an agreement

An offer is confirmed when the requirements manager has indicated that he has received his materials or products.

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How to create a new requirement from a deposit identified in the List of deposits?

If you want to create a new requirement from an available product source that you have identified in the Source List:

Click on the icon   to display information on the deposit selected in the list.
Click on the icon   following to declare the need directly:

A new page will appear, you must provide the minimum information to create the requirement:    
  • The name of the organization and its head office
  • The contact of a person within it (name, email and telephone of the person)
  • Name and delivery address are also required.

Explain that a targeted need complements a generic need. The user must understand the difference
                                                                                 

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What does the List of Deposits correspond to?

By clicking on the List of deposits button from your needs interface, you have access to available and public product deposits.

You can use the map view to display available product deposits by the sites they are located on. Orange markers on the map appear when a product deposit is located on a site. When you click on the marker, the site name appears with the associated deposit number. The associated deposit(s) appear below the map view.

To view details on a deposit, click on the icon A pop-up window opens with details on the product (composition, brand, future lives), the site on which it is located, and information on the deposit: the quantity available, the date of availability, its disassembly as well as comments on the deposit.

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Why doesn't my requirement appear as "published" in the requirements list?

When you click "Publish" your requirement, it becomes "Pending publication." Before being published, it must be validated by your supervisor, who may ask you to modify certain details (completeness of information, spelling mistakes, use of nomenclature, etc.). Once the supervisor has validated your requirement, it will appear under the status "Published" and will be visible to authorized users.

 

If your need has been "pending publication" for a long time, do not hesitate to send a message to your supervisor via chat.

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Why can't I confirm the offer?

Confirmation of an offer can only be made once the relevant action or receipt of the material/products has taken place. Therefore, you must wait until the scheduled date has passed to be able to "confirm" the offer.

You will also see the status of the offer change to “awaiting confirmation” on the date scheduled for the action concerned by the offer.

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Can I modify my requirement once published?

Before that, explain again what the passport is or provide a link.

Your requirement is completely editable until it is published.

Once published, you can no longer change the circular passport attached to the need or the delivery location, you can however modify the other fields (quantity, delivery date, name, etc.).

Once considered in an ecosystem, if you modify your need, a notification will be sent to the ecosystem manager.

Once a deposit's routing is planned to meet your needs, it is no longer possible to modify it.

You can duplicate your requirement to have a requirement with different information regardless of the requirement status.

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What is the difference between a public need and a private need?
  • A private need is a need that is only visible to stakeholders of the local myUpcyclea to which the needs manager who created it belongs.
  • A public need, also created on a local myUpcyclea, is visible on other myUpcyclea by other users of the platform.

So, when a requirement manager creates a requirement, they can choose to define it as private or public. A private requirement will only be visible to users within their entity, whereas if the requirement is public, all users of the platform will be able to see it and respond to it via ecosystems.


Give an example of use
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If my need is public, how will it be handled?

A public need can be addressed by all ecosystem managers using myUpcyclea, and not just by those in your myUpcyclea entity.

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Can I change the public/private criteria of my need once published?

It is possible to change the private/public criteria of your requirement once it has been published as long as your requirement has not received an offer from the ecosystem manager.

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How to create a new need?

Creating a need can be done through the following steps:
1. Click on the “New Need” button on the home page:

2. Fill in the name of the need and the recipient's information. We recommend the following format for the name of the need:
Circular passport name – Delivery location – Desired delivery date.
For recipient information, select the recipient from the drop-down list or click on “Create a recipient” if the file has not yet been created (see “What is a customer and how do I create one?”).

3. Complete the circular passport of the need. There are 3 possibilities to create a new need:

  • Select the circular passport of an available deposit from the list of deposits.
  • Fill in a new passport for your needs by clicking on “Create new passport”
  • Choose from the list of existing passports by clicking on “Advanced Search”

4. Fill in the other necessary information (quantity required, dates and place of delivery and document if necessary).

5. Click Save as Draft if you want to edit your requirement later. Otherwise, click Submit, your requirement will appear as "Pending Publication". Your supervisor will then be able to review and publish it or request a modification.

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Why do I have to create a recipient file when I want to declare my own need?

Every need creation requires a recipient record. Your contact information may be used by the ecosystem manager to communicate with you and create the most appropriate ecosystem to meet your needs.

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What is an offer?

An offer is made by the ecosystem manager ( explain what an ecosystem is from the point of view of the needs manager ) for the needs manager when he integrates his need into an ecosystem. The offer consists of making a proposal of material to the needs manager according to certain conditions (price, quantities, collection date). The latter can accept the offer, request a modification or reject it completely if it does not interest him.


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