GE Industrial Solutions WattStation Connect Owner Second Edition User Manual

GE
Industrial Solutions
TM
WattStation
User Guide for the Owner Second Edition
DET-763A
Connect
Document History
Edition Date Description
DET-763 May, 2012 First edition
DET-763A January, 2013 Second edition

Table of Contents

1.1 About this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.1.1 Where to Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.1.2 Technical Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.1.3 Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
1.1.4 Internet Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.1.5 Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.2 Introduction to WattStation Connect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.3 Accessing WattStation Connect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.3.1 Creating an owner account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.3.2 Logging on to WattStation Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
1.4 Monitoring the Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
1.5 Setting Up and Managing your Charging Stations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
1.5.1 Provisioning your charging station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
1.5.2 Managing your charging station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
1.5.3 Setting automatic notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
1.6 Planning your Pricing Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
1.6.1 Adding a Pricing Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
1.6.2 Editing a Pricing Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
1.7 Working with Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
1.7.1 Authorizing Users and User Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
1.7.2 Managing User Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
1.7.3 Managing User Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
1.7.4 Setting Account Privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
1.8 Managing Access Cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
1.8.1 Assigning Access Cards to users and user groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
1.9 Working with Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
1.9.1 Generating Owner Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
1.9.2 Managing your Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
1.10 Editing your Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
1.10.1 Setting up your account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
DET-763A Table of Contents 1
2 WattStation Connect
TM
for Owners DET-763A

1 GE WattStationTM Connect

NOTE
The GE WattStation™ Connect software is a web application that acts as the conduit between the WattStation Charging Stations and its users.

1.1 About this Guide

The GE WattStation Connect Users Guide provides comprehensive instructions for charging station owners to use the WattStation Connect web application.
Once a WattStation is installed, the owner must use WattStation Connect to provision the charging station, set permissions for different user groups, apply pricing policies (where applicable), and manage the business workflow to maximize revenues.

1.1.1 Where to Begin

To understand how to use WattStation Connect, it would be helpful to understand how to:
log in to WattStation Connect
create an owner account
provision your charging station
set up users and user groups
manage payments and permissions
how to edit your settings
•how to handle errors

1.1.2 Technical Specifications

The WattStation Connect software is compatible with the following browsers in this release:
Windows Internet Explorer (version 8 and above)
Safari (version 5.0 and above) on Macintosh
The WattStation Connect software is also available as a mobile application for EV drivers using iPhone® and Android
In North America, WattStation Connect is compatible only with the WattStation pedestal charging units. It cannot be used with WattStation Wall Mounts at this time.
TM
phones.

1.1.3 Related Documentation

The following document contains information relevant to WattStation Connect and may be referred to in this guide.
GE WattStation Pedestal EVSE Charger Operation and Maintenance manual
DET-763A WattStation™ Connect for Owners 3

1.1.4 Internet Links

Your organization must have internet access to use these links. If you receive an error, please contact your system administrator.
Visit the GE website at www.ge.com
For more information about GE’s EV Infrastructure Solutions, visit
www.geindustrial.com/ev
For information about WattStation commercial and residential charging options, visit http://www.geindustrial.com/products/static/ecomagination-electric-
vehicles
To understand terms and concepts related to electric vehicles, visit http://
www.geindustrial.com/products/static/ecomagination-electric-vehicles/further­reading.html
To set up a PayPal account to authorize secure payments for your transactions, go to www.paypal.com

1.1.5 Customer Support

Contact GE Customer Support in one of the following ways:
Email: wattstation.support@ge.com
Phone: 1-855-4GE-EVSE or 1-855-443-3873 Support is available seven days a week, 6:00 AM to 12.00 midnight Eastern Time.
Web: Click Contact Us on WattStation Connect.
Sales: Contact 1-800-431-7867.
4 WattStation™ Connect for Owners DET-763A

1.2 Introduction to WattStation Connect

NOTE
GE WattStation Connect is a cloud-based web interface that allows you to manage your WattStation pedestal charging units, users, and payments. WattStation Connect is available as a web interface for charging station owners, and as a mobile application on iPhone and Android for people who drive Electric Vehicles (EV).
For charging
station owners
WattStation Connect assists owners of WattStation charging units to:
manage user accounts and privileges
configure charging stations with rules to define pricing policies, station availability, and Access Card authorization
authorize employees to manage charging stations, handle maintenance, and manage revenues
define and send out automatic notifications about charging station behavior to users
generate reports to monitor energy use, charging station transactions, and business activity
edit account settings.
As a WattStation owner, you will have access to only those modules to which you have subscribed. Different subscription packages provide access to different WattStation Connect modules, as described below:
You can configure your account for authorization and payment options in one of the following ways:
Access Card Control: Private (free) use. You regulate access to your WattStations by authorized personnel (corporate user) through the use of Access Cards. Cards which are not authorized by the owner are rejected at the WattStation.
Free Access: Public (free) use. No driver authorization required.
Payment Card Control: Public (payment) use. You set different pricing options on WattStation Connect, and driver selects an option and pays using a mobile phone or a Payment Card.
VIP mode: Public (payment) use + Private (free) use. You issue Access Cards to authorized personnel, but the public charges cars at set payment options.
For EV drivers The WattStation Connect software enables the driver of the EV to:
DET-763A WattStation™ Connect for Owners 5
locate charging stations on a map view
get point-to-point directions to the desired charging stations from their current location
view pricing options and availability of charging stations
view transaction reports of payment and charging activity
authorize secure payments through Payment Cards or mobile app to charge the electric vehicle.
manage account settings.
6 WattStation™ Connect for Owners DET-763A

1.3 Accessing WattStation Connect

TIP
To start using WattStation Connect, follow these steps:
1. Make sure you are connected to the internet.
2. Open your browser and in the address bar, type: www.gewattstation.com.
The WattStation Connect home page displays.
The About tab is selected by default. On the About page, you can
view a GE WattStation video.
log on to WattStation Connect with your user name and password.
If you are a station owner, and this is the first time you are logging on to the web application, you will need to create your Owner Account with GE. Follow the instructions given below to create your account, and then continue to register and log on to WattStation Connect.

1.3.1 Creating an owner account

To create an owner account, follow these steps:
1. Call GE Customer Support at 1-855-433-3873 or 1-855-4GE-EVSE. Provide your Purchase Order number or Requisition number. A Customer Support representative will validate your software license and your charging station Serial Number (printed usually on the rating label) and the pole of the pedestal.
DET-763A WattStation™ Connect for Owners 7
2. Provide the following details to Customer Support – owner name, preferred user
TIP
name, billing address or corporate address, a phone number, and a primary email address. If the owner name is a business name, then you must also provide the name of a contact person for this business.
3. Customer Support then creates an Owner account and sends you an email with
a link to your WattStation Owner account, your login credentials, and a confidential PIN with which to provision the WattStation.
4. Log on to WattStation Connect.
You now have an established owner account. You also have installer privileges.
You can create a new user account using the Users > User Accounts tab, or assign provisioning privileges to that account using the Users > Account Privileges tab. For more information about User Accounts and Account Privileges, refer to Section 1.7
"Working with Users" in this guide.

1.3.2 Logging on to WattStation Connect

To select a language for the WattStation Connect display, click Language in the top right corner of the screen.
To log on to WattStation Connect, follow these steps:
1. If you are a business employee and need to log in as a corporate user into your business owner’s WattStation account, click Register at the top of the page.
The following page displays:
8 WattStation™ Connect for Owners DET-763A
2. You have two options:
Select Use your email as your Username if you do not wish to establish a unique user name. (Optional)
If you don’t select Use your email as your Username, a Username field appears. Type a user name for yourself in the Username field.
3. Enter your email address in the Your Email Address field.
DET-763A WattStation™ Connect for Owners 9
4. Enter the Captcha code. If the code is illegible, click on the code to generate a
TIP
new one.
If you need to request a business account, follow these steps:
1. Select Request a Business Account. The Authorization Email field displays only if this option is selected.
2. Enter the owner’s email address in the Authorization Email field.
3. Click Sign up. Another window appears.
4. Enter your First Name, Last Name, and create a Password. Type your password
again to reconfirm your password. Your password can be alphanumeric, may contain special characters, and should be between 8-12 characters in length. It must also display a strength of at least ‘good’ on the password strength indicator bar.
5. Type two security questions of your choice and their answers in the respective
fields.
6. Click Create Account.
An email is sent to the business owner that a Business Account has been requested. If you are the business owner, you will see the request pending in the Users > Authorize Users tab. Once you approve the request, your business representative will have access to the newly established user account.
You can now assign privileges to that account using the Users > Account Privileges tab. For more information about authorizing users and account privileges, refer to
Section 1.7 "Working with Users" in this guide.
If you are a registered user, follow these steps:
1. Enter your Username.
2. Enter your Password.
3. Click Sign In.
If you forget your user name or password, and have trouble logging in, click Help me access my account. An account recovery window displays.
10 WattStation™ Connect for Owners DET-763A
4. Enter your Email Address and the Captcha code. If you have trouble reading the
TIP
Captcha code, click on the code and it will automatically refresh to display a new code.
5. Click Send Link to Recover Password. Your password will be emailed to you at
the email address you provided. You will be prompted to change your password after the first use.
6. Click Cancel to exit this window.
Even before you log in, you can search for a charging station near you.
To locate charging stations near you, view their pricing, and distance from your station:
1. Click Find a Station tab
The following window displays:
2. Type your current location in the Enter Address field.
DET-763A WattStation™ Connect for Owners 11
3. Enter within how many miles you wish to search for a charging station from your
current location.
4. Click Go.
The Google map changes to display locations close to the address you entered. The left panel of the window displays the Google map with colored pins which indicate the location of the charging stations and the status of each charging station.
This color Indicates this status
White Available
Green In use
Blue Not in network - may or may not
be available
Red Fault
The lock icon indicates that a charging station is not publicly viewable. You can toggle between the Map view and Satellite view on the Google map to exactly pinpoint the charging station. The right panel on the window displays the address of the charging station, price per charge, and the exact distance of the charging station from your location.
5. Click Refresh to reload a page.
What’s Next You may now go back to the About tab to log in, or select Sign In on top of the page,
to log on to WattStation Connect.
Once you have logged on, you will see the Dashboard and other modules displayed.
12 WattStation™ Connect for Owners DET-763A

1.4 Monitoring the Dashboard

NOTE
When you log on to WattStation Connect , the Dashboard tab is selected by default. It displays all your charging stations in a map view and gives you a visual summary of activities related to your charging stations.
The left pane of the window summarizes faults such as existing or registered faults and new faults. The right pane displays the map and tells you which charging station is in use, available, or unavailable.
The table below describes what each status means.
This status Displays this information
All all your charging stations, irrespective of their
New Faults charging stations showing newly displayed faults
Faults charging stations with faults that have been
status.
that have not yet been acknowledged.
• Click confirm to acknowledge this fault and move it to Faults.
• Click view to see which station is displaying the fault, the status of a fault, and other details.
acknowledged and registered, and need to be resolved.
Offline WattStation has lost internet connection.
Idle charging stations are not in use. They are available
to EVs for charging.
In Use charging stations are in active use.
What’s Next Click on any of the tabs on the homepage to access the functionality of each module –
Stations, Planning, Users, Access Cards, Reports, Find A Station, Settings.
You can only view those tabs for which have you have authorization.
DET-763A WattStation™ Connect for Owners 13
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