User Manual - Central Management System

User Manual - Central Management
System
Table of Contents
1. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.1 Admin Functionalities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
1.1.1 Asset Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.1.1.1 Charge Station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
1.1.1.2 Charge Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.1.2 Charging Station Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
1.1.2.1 OCPP Logs and Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
1.1.3 Customer Relation Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
1.1.3.1 RFID Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
1.1.3.2 Corporate Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
1.1.4 Tariff Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
1.1.4.1 Tax and Surge Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
1.1.5 Accounts and Billing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
1.1.5.1 Account Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
1.1.6 User and Role Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
1.1.7 Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
1.2 Alarms and Ticketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Introduction
The Numocity Central Management System is an intelligent middle ware for electric mobility creating a smart and scalable energy delivery
ecosystem for EVs across the world. The advanced CMS enables User Management, Real time status of chargers, Fault and Error management,
Revenue and Tariff management, Asset management, Dashboard and Reports.
Some of the common tasks performed by an admin can be looked up in the manual with the below quick links
1. How to add a new charging station? Refer to Charge Station

2. How to add a new charge point? Refer to Charge Point
3. How to modify tariff applied to a charge point?
a. Select Charge point for which the tariff has to be modified
b. Click on edit, under Tariff click on edit again and select a plan from the drop down menu and save. The changes will be applied
to the charge point.
4. How can RFID be assigned to users? Refer to RFID Management
5. Where can charging session logs be viewed? Refer to OCPP Logs and Transactions
6. Where are charge point errors reported? Refer to Alarms and Ticketing
Copyright (c) 2018-20 Numocity Technologies Private Limited., - All Rights Reserved
Admin Functionalities
Admin plays an important role in managing a charging network using CMS. The roles of an admin can be listed as
Monitor charging network

Asset management
Register users
Top-up user accounts or RFIDs
View logs of charging transactions
Additionally to the above some remote actions on a charger can be performed by an admin via CMS
The CMS user can provide access permissions to an admin and provide credentials for signing into the central management system. CMS also
handles this role based access setting different permissions
Asset Management
One of the main functionalities of an admin is to maintain assets in the central management system.
To add or edit assets on the CMS
Select asset management from menu

Select from the options displayed
Assets maintained in CMS are Charge stations and charge points associated with the stations.
Charge Station
One of the major functionality of any administrator involves managing operations of charging stations and monitoring same.
To add a charging station:
Select charge station from asset management in CMS

Select add > enter details > save
Admin has to select an approver for the charge station to be added, the approval can be completed by editing the charge station and
accepting the approval request.
Admin can upload an image of the charging station which will appear on the station dashboard as well
Admin can change the amenities available at the station
Fields marked with * are mandatory
To view details of a charging station and charge points available in the station select the name of charging station. Admin can also edit the
charging station details
To Edit charging station details:
Select charging station > edit > make changes > save
Admin can make changes to any field
Click on update to apply changes made
Refer to Charging Station Management for more details.
Charge Point
Charge Points are physical chargers set up at charging stations. There can be charge points with multiple connectors and models. Admin can
add a charge point for a charging station and make changes when needed.
To add a charge point:
Select Charge point from asset management in CMS

Charge Point ID is unique and cannot be changed once it is added
To edit details of an existing charge point, click on edit > make changes > update.
The configuration url mentioned in the charge point is used to configure the charger during initial bringing up of the system
Admin can add Tariff, Tax and surge to a particular charge point using the edit action in CMS
To apply tariff plans, tax, service fee or surge to a charge point select from the drop down list and apply changes. Users will be billed for Charging
transactions based on the tariff and tax plans applied. Refer Tariff Management to find out more on tax and tariff management via CMS.
Charging Station Management
Admin can find charging stations on a map view with live status providing information of the charge On this page
points availability. This section describes admin functionalities mainly. Toggle button selection Live monitor
enables list view of all the charging stations in the network. Status of charging station
Business Metrics
Live monitor
Charging Station view
Admin can view all the charging stations available in the network on a map with live updates on Charge Point detail view
operation status of these charging stations. Admin can also search for a location on the map and see Configuration
charging stations in that area. Select a charge station from the map simply by a click on the name Charge Point
displayed, list of all the charge points are displayed along with the status of operation indicated. Actions
Status of charging station
A charging station can be in one of the below mentioned operation status
Busy
Available
Unavailable
Fault
Each of these status is represented with a color and marker both on map and list in the live
monitoring of the Central system.
Status Description Marker
Available Charge Station is operative and at

least one charge point is available for
charging an EV
Busy Charge Station is in busy state when

all the charge points are used for
charging
Unavailable Charge station is inoperative/ down
Fault Charge points in the station cannot

be used for charging
Business Metrics
Live monitoring of business metrics is available on the Central system. Some of the cumulative data
across the network of chargers include
Total Sessions
Total Units
Total Amount billed
Total amount paid
Charging Station view
Details of a charging station managed by the the central management system can be viewed by
admin. Admin can perform the below mentioned operations
View metrics like total sessions, total energy consumed, total amount billed for charging
transactions
View Tickets related to the particular station
View operative status of all the charge points available in the charging station.
Address, station manager details are available to access quickly.
Admin can also search for a charge point by entering name in the search bar available.
Refer Asset Management to check out how to add a charging station to central management
system
Charge Point detail view
Admin can view details of charge points set up in a particular charge stations
To view a charge point:
Select Asset management from the menu in CMS

Select Charge points
Click on a particular charge point name to view details
The charge point view also displays the number of connectors available and its operation status.
Metrics like total sessions, energy in units, amount billed is also displayed.
Remote operations an admin can perform on charge points are mentioned below:
Hard Reset: Charger can be reset during an ongoing cgarging session or when idle.
Soft reset: Charger can be reset and charging transactions will be ended and user notified
when admin performs a soft reset.
Unlock connectors: If the charger supports unlock of guns then admin can perform unlocking
connectors remotely in cases when user needs assistance or is not able to disconnect gun
from EV.
More of remote operations is covered in the below section Configuration in this document.
Configuration
Admin can configure a charge point remotely via CMS.
Once a charger is recognized by the central management system a communication can be

established. CMS can get core profile configuration details which is mandatory from the charger by
selecting the sync option. The result of which will inform the admin all the supported features and
fields that can be configured via central management system.
Most of the configuration parameters are boolean which if set ‘true’ implies it is supported by the
charger and if ‘false’ are not present as a configuration but can be changed. For more detailed
information regarding configuration of a charger please refer Open Charge Point Protocol 1.6.
CMS supports remote configuration mainly on the below profiles:
Core Profile
Local Auth List Management Profile
Reservation Profile
Admin can select these from the drop down list available in a charge point dashboard under
configuration and configure accordingly.
The success or failure of configurations made via CMS can be view live on the Console tab available
which helps admin know what are the responses from the charger and analyse accordingly.
The application of some configuration changes will happen only after the charger is rebooted.
“To perform remote configurations or actions on a charge point familiarize with

OCPP 1.6 document. ”
Charge Point Actions
Admin can perform some actions on a charger remotely using CMS. List of actions that can be
preformed and description is mentioned in this section.
1. Trigger Message:
This CP action is used to trigger messages to the charger remotely from the cms. Messages that can
be triggered are BootNotification, StatusNotification, HeartBeat, FrirmwareStatusNotification.
Select Trigger message from the drop down list in CP action tab in a charge point.
Select the type of message from the drop down list
If the charger has multiple connectors then admin has to identify the connector on which the
action can be performed
Select send
A success message is displayed on the CMS
Open console tab parallel to view messages exchanged during the trigger action.
2. Change Availability:
Admin can remotely change the availability of a charge point to two states Operative or Inoperative
Select Change availability from CP action tab in a charge point

Select the type from the drop down
Admin has to identify the connector for which the action can be performed
Once the connector availability is changed admin can see the connector icons on the charge
point view are also updated with the status accordingly.
3. Update Firmware:
CMS supports remote update of the charger’s firmware, the detail required to perform this action are
retrieve data, location (ftp server url), retries and retry interval can be given but are optional values.
The charge point vendor can also opt to perform the firmware update manually.
4. Remote Start/Stop a charging session:
Admin can also remotely start or stop a charging session for a user when required. Below are the
steps to remotely start and stop a charging session in a charge point
Select Remote start from CP action tab in a charge point

Admin has to identify the connector on which the action can be performed
Admin has to enter the idTag of the user to start a charging session
Click on send, a success message is displayed.
Select Remote Stop from the dropdown list to stop a charging session
Admin has to enter the transaction ID for which the charging has to be ended.
idTag of a user can be obtained from user details, please refer Customer Relation Management for
more details on idTag.
Transaction ID of a charging session can be obtained from OCPP logs, please refer OCPP Logs and
Transactions section of this document for more details.
5. Send LocalList
Admin can send a local authorization list that a charge point can use for authorizing idTags. The list
may be either a full list to replace the current list in the Charge Point or it may be a differential list with
updates to be applied to the current list in the Charge Point. This list is locally created with different
versions by the admin in CMS, refer RFID Management to find out more on creating versions.
Select Send local list from CP action tab

Enter the version number of the list
Select type of update as full/partial.
Click on send, a success message is displayed
Charge point now updates this list for authorizing idTags.
OCPP Logs and Transactions
Monitoring and maintaining logs of OCPP messages exchanged between charge points and central
management system is a vital part of the EV charging infrastructure. In CMS the information provided
to an admin in a charging transaction or in the form of message logs helps in business analytics
further.
OCPP Logs
To view OCPP logs of all the charging sessions on the CMS
Select OCPP logs from the menu in CMS
Admin can view different ocpp messages which are exchanged based on user actions during
charging session. Click on See more to view the detail message payload. Admin can also select a
date range and filter the logs to refer using the time period selection available. When Auto Refresh
is set, logs are displayed based on the auto refresh interval selected. Different color codes help
differentiate source of OCPP messages exchanged between the components involved during a
charging session.
OCPP logs for a particular charge point can also be viewed by the admin by selecting a CP id from
the drop down list. Another place to view logs is in the respective charge point view itself, here are
the steps to follow

Select a particular charge point from the list displayed to view logs
Select the OCPP tab below
Time period is set to current date by default, admin can select any date range required to
view ocpp logs.
Select the export button to view logs in an excel format
Charging Transactions
When users charge their EVs using charge points available in the charging network managed by the
CMS each of these charging sessions are logged with a unique id Charging Transaction ID and
session id accordingly. Charging transactions provide detailed information regarding the session like
user details, energy consumed, mode of payment, charge point/station used for charging, invoice
details.
To view charging transactions:
Select Charging transactions from the menu in CMS

Time period set is a month to current date by default, admin can select any date range
required to view transactions during the period
Click on the transaction id to view more details, refer screenshot below
Transactions can be exported into an Excel format using the export option
Click on session id displayed in the charging transaction list to view account transactions for
the session. For more information refer to Accounts and Billing section in the document.
Select invoice displayed for a transaction to view details like charging duration, tariff, energy
consumed, tax applied and total amount billed.
Admin can also view charging transactions for a particular charge point

Select a particular charge point to view charging transactions
Select charging transactions tab below
List of all the charging transaction is displayed for the selected time period
Select the export option, view the transactions in an excel format
Customer Relation Management
Admin can register/create a user in the CMS and view details of a registered user(via mobile app). On this page
Any user needs permission to use a charging service and this can be achieved using CMS which End Customer
handles the access and permissions given to a user to discover, charge and pay for the charging Retail User
service used at charging stations available in the network within Central management system Corporate User
User Details
End Customer
Customer using charging services can belong to below categories
Retail Users: Individual users who can use a mobile app or rfid to charge their personal
electric vehicles.
Corporate users: Users who belong to a corporate to charge company electric vehicles using
corporate RFID tags or mobile app.
Retail User
Admin can add a new user into the CMS, verification process should be completed for the added
user to become a verified user on the system
To create a Retail end user:
Select CRM from menu

Select Add > enter details > save
A success message is displayed.
Vehicle alias name and location alias name will be added when user registers using mobile app.
Retail user can also register using mobile application and will be authorized on the CMS
Any number of users can be registered in the CMS by using the Bulk Import option available
To bulk import users:
Select CRM from menu

Select Bulk Import option
Choose an excel file with details such as user name, mobile number, vehicle details
Select upload option
Once a user is added on the CMS an idTag is created and assigned automatically which is used to
validate and verify the user while using the charging network.
Admin can assign RFID tags to retail users , please refer RFID Management to find out more.
Admin can view a list of all the users registered in the system and find out basic information like
name, contact number, email , vehicles and also if the user is active or not.
To edit user details:
Select end customer from CRM
Click on edit > change details > update
A success message is displayed
Admin cannot change the idTag and mobile number of a user registered on the system
To edit users vehicle/location:
While adding a user admin can enter users vehicle and location details if available which is displayed
in the user details in CMS, this can be changed when needed.
Select a user from CRM

In User vehicle list click on edit > make changes > update
In Location List click on edit > make changes > update
To delete users vehicle/location:
Admin can delete user’s vehicle or location details from the list
In user Vehicle/location list click on delete icon
Deleted vehicle/location details of a user cannot be recovered
Corporate User
Admin can create a number of users for a corporate, and the corporate metrics, charging usage,
billing is managed by Central Management System.
To add a corporate user:
Select CRM from the menu

Click on Add > Select type as Corporate
Select corporate user option
Enter details in all the mandatory fields click save
While adding a corporate user, select the corporate option above the form. Admin can also assign an
RFID tag for the user during the on boarding process please refer to RFID Management for more
details.
User Details
Admin can view details of a user registered on the central management system mentioned below:
Metrics like total charging sessions, energy consumed, amount paid towards charging by a
user
Charging stations reviewed and marked favorite by the user
Tickets and help requests raised by the user, please refer Alarms and Ticketing for more
details.
Reservations made on various charging stations.
On user registration into the CMS an idTag assigned will be displayed and is required during
remote start of a charging session for the user. For details of remote actions via cms refer to
configuration section in Charging Station Management .
User profile picture will be available to view only if user has uploaded one.
RFID Management
RFIDs are widely used in charging an EV as it validates users and also management is easier when On this page
compared to making payments by other means. RFID Tag
RFID Local List
RFID Tag
RFID tag can be created on CMS based on user type ie; Retail or Corporate. End customer can use
these rfids to avail charging services. RFID tags can be topped up with required balance which will
be deducted from the users account.
To add an RFID tag:
Select RFID tag from CRM

Click on add > enter details > save
Click on bulk import > choose file > upload to add multiple rfid tags into the CMS.
RFID tag in an inactive state can be activated by the admin
Retail/Corporate category defines the rfid tag type.
From the list of RFID tags admin can identify assigned or not assgined ones which helps in assigning
these tags respectively.
RFID tag state and expiry date can be changed using the edit option.
When a user is registered on CMS an account is created and the user is associated to this credit
account. If RFID tag is used for a charging transactions the user will be verified and authorized if
there is enough balance in the account. User can regularly top-up/recharge these credit accounts
which validates the rfid tag.
RFID Local List
Central Management System can send a Local Authorization List that a Charge Point can use for
authorization of RFID Tags. A list of selected RFID tags to be authorized locally are stored as
different versions in CMS. Admin can perform a remote SendLocalList action for a charge point with
one of these versions and upon receiving the remote action the charge point updates the
authorization list.
To add a Local List version:
Select RFID local list from the menu in CMS

Click on create versions
A list of registered rfid users is displayed click on a rfid tag > select > move to selected
users.
Enter a version number and click save.
Admin can select a charge point for which the version of local list needs to be updated and perform a
remote action to send the local list using the CP action tab. For more details refer to Charging Station
Management section of this document.
Corporate Dashboard
Corporate users registered on CMS charge electric vehicles using corporate accounts or RFIDs assigned by the corporate. The overall
management of a corporate includes adding corporate into the CMS, registration of corporate users from a mobile app, users registered via cms
as corporate users, rfid tags assigned to corporate users, metrics of a corporate, account transactions of a corporate, top-up credit accounts of a
corporate. This section explains in detail how corporate can manage charging network using CMS.
To add a Corporate:
Select CRM from menu in CMS

Select Corporate option, add > enter details > save
Admin can edit details of a corporate created using the edit icon
A corporate can be deactivated by the admin.
Once a corporate is added, select from the list displayed to view a dashboard which has below details
Business metrics like total charging sessions, total energy consumed, total amount billed
Admin can view Tickets raised from users of this corporate, select the Tickets option to do so.
List of corporate users is displayed, select username from users tab to view further details
Transactions tab displays details of charging sessions for the selected corporate. Similarly invoice for each charging transaction is
available in the corporate dashboard
Corporate dashboard gives all the information of a corporate easily available at one place.
When a corporate is added in the central management system with multiple users a corporate account is created to which the users are
associated. Admin can check credit balance of these corporate and also top-up these accounts with sufficient amount to allow users charge the
electric vehicles. Corporate users can use RFID tags if assigned or mobile apps to discover charging stations and charge EVs accordingly. For
more details on how admin can manage corporate accounts please refer Accounts and Billing section of this document.
Each corporate has a corporate manager who has access to the corporate accounts for regular payment of bills and top-up of credit balances to
ensure corporate users can charge EVs anywhere in the network of charge stations. For details on corporate manager functionalities please refer
to User Functionalities section.
Tariff Management
Tariff plans are created to charge EV users for consuming energy rate/kWh. These plans can be added or altered in the CMS by an admin.
Multiple plans can be created and applied to different charge points individually based on various factors like location, area, peak hours etc.
To add a Tariff plan:
Select Tariff plans from tariff management in CMS

Tariff can be of type ‘Charging' which is used for calculating energy bills and 'Service fee’ can be applied separately as another
component on the bill for every Charge point.
Rate per unit is calculated automatically as the rate break up field below is filled out by the admin
Rate break up are different rate components which can be entered separately
Click on Edit plan > make changes > update to edit an existing tariff.
A default tariff plan is applied to a charge point when it is set up in a charging station . Admin can apply a different tariff if required.
Fields marked with * are mandatory.
Tax and Surge Rate
When a user charges an electric vehicle using one of the charge points managed by the CMS, the On this page
cost of charging can include these components Tax
Surge
Tariff : rate per unit
Energy billed : rate per unit * energy consumed
Tax
Surge (if any)
Service Fee if applied
This section describes how different tax plans or groups can be created in CMS and applied to
different charge points.
Tax
To add a new Tax plan:
Select Tariff management from the menu in CMS

Select the Tax option, click on add > enter details > save
Admin can create multiple tax plans separately and a tax group can have multiple tax plans
Sub Tax can be added as tax components separately.
From the list of tax plans displayed and description admin can group multiple taxes and apply it to a
charge point. Admin can also search for a particular tax plan using the serach bar available.
To add a Tax group:
Select Tax from tariff management in CMS

Select Tax option, click on Tax group
Click on add > enter details > save
A default tax group is applied to a charge point when set up in a charging station, admin can select a
different tax group available in the central management system.
Surge
The times (hours of day) at which Charging stations are at high demand admin can decide to apply
surge rates for the charging services provided.
To add a Surge rate:
Select Tax from tariff management in CMS

Click on the surge rate tab
Select add, enter time window in the mentioned format and click on save
Click on cancel or 'x' to exit.
Surge can be applied to a charge point by an admin based on location or usage of the charging
station.
Refer Charging Station Management to find out on applying tax and surge for a charge point.
Accounts and Billing
When a user is registered using mobile app or via CMS an account is created and can be managed by the admin. User accounts are associated
to credit accounts and rfid tags provided to the users. Admin can view user account details, top-up user accounts, view all account transactions.
User Accounts
As described earlier user accounts are seperately managed in CMS by an admin
To View User account details:
Select User credit account from Accounts menu in CMS

List of all the accounts of each user registered on CMS is displayed
Select a particular user name to view account details
Some of the details displayed are type of user account (retail/corporate), user contact details, and a unique account ID.
A user can have multiple accounts which is displayed with details like balance available, minimum balance required to start a charging
transaction, settings like notification threshold, class/tier to which the user belongs.
Admin can perform a few actions on user’s account like recharge/top-up credit accounts, change user class/tier, apply discounts, change certain
account limits and settings.
To change user class/tier: Discount given to users int he form of cashback is based on user’s class/tier and this can be changed by the admin
when required. When a user is initially on the system he/she belongs to a default class/tier and will be entitled to discounts if any available.
Select a user account from the list of all accounts displayed

Admin can also search for a username in the search bar available
Click on change account class icon in action under user’s sub account information
Select account class from the drop down list and click update.
Click on 'x' to exit.
If user has multiple accounts, select the change account class for the required account
When admin has to change account class of the corporate account to which the user belongs all the corporate users will receive cashback
discounts applied to the class changed.
To recharge/top-up user account:
When a user is registered on CMS he/she can charge their electric vehicles using a mobile application or RFID tag associated to user accounts
and the billed amount will be deducted from the credit accounts. Admin can also top-up such accounts from CMS during needy situations.
Select a user account from the list of all accounts displayed

Admin can also search for a username in the search bar available
Click on recharge account icon in action under user’s sub account information
In the top-up window please enter valid amount for a successful transaction.
Admin has to provide payment reference details
A success message is displayed and the user account balance is updated.
Admin can also recharge a corporate account to which a user belongs by following the steps mentioned above for the corporate account
displayed in sub account information.
Account Transactions
Admin can view account transactions of users along with discounts and invoice details seperately. This helps identify if verified accounts are used
for making payments. Admin can view charging transactions using session id, User name, for a selected date range also.
To view account transactions:
Select a particular user account from User credit accounts in CMS

Click on the unique account id in user’s sub account information available
User’s account transactions for a default time period is displayed
Admin can select a different date range and view transactions
Invoice provides details of each charging session like units consumed, duration of charging, charge point used and discount if user is
entitled to any
Also admin can select account transactions directly from the menu and view particular transaction using session id available in charging
transactions, refer OCPP Logs and Transactions section to find out session id.
Billing
Corporate bills are generated every month according to the billing cycle and sent via email to the corporate manager who can make payments
using the mobile application.
Admin can view bill details on CMS
Select Bills from Accounts menu in CMS

Select a corporate from the drop down to view bills
Click on a particular Bill ID to download an excel format.
Account Settings
Admin can change or modify user account settings in the central management system. Below mentioned are the account settings managed by an
admin
Admin can set values for user accounts of a particular class/tier with minimum account balance required to start a charging session
Separate account limits can be set for corporate users
Admin can set threshold limit to send account related notifications to users and corporate managers
Admin can change discount plans for account class
User and Role Management
An admin can create multiple roles and assign it to different users and provide permissions based on the role. For example a user created by
admin on CMS can be given read-only permission for Charging Stations or Tariff management.
For managing permissions admin has to create a Role first under Role management with the right set of permissions for each functionality on
CMS. These permissions for the role can be changed by the admin when required.
Create a Role
Click on manage icon for a role added, provide permissions to read/write or modify using check boxes for each funtionality.
Create a user from User Management and select a role from the dropdown.
The users can be managed by assigning different roles, changing permissions for these roles when required.
Reports
In this section admin can generate and view a report for charging summary, users and alarms for a selected time period. These reports can be
scheduled on daily, weekly or monthly basis and sent to a mailing list.
Alarms and Ticketing
Alarms dashboard provides live details on system alarms and alarms generated from tickets raised by users of the charge point.
The different charge point error are displayed as alarms with details like time alarm is created, severity, error code, source component, status. Ad
min can filter alarms displayed based on category and severity for a selected time period. Some of the alarms categories are SOS, Billing,
charging, authentication. A unique alarm ID is generated for each alarm that is displayed on the dashboard. A ticket is created for critical and
major alarms for further action if needed.
Some of the charge point errors reported can be GroundFailure, ConnectorLockFailure, HighTemperature, OverVoltage and more. Charge point
errors are listed under the category Charging.
Tickets
When an end user raises a request for assistance on the mobile app, a ticket us generated for each type of assistance. The status of a newly
created ticket is ‘New’ which changes as and when an action is taken upon these tickets. Tickets can be filtered based on category. The support
team can view live ticket updates on the ticket dashboard and view details of a ticket.
On selecting a particular ticket ID below information is available
Ticket details like ticket id, state, severity, priority and created date
Source information like CP, SoS
For SoS further information like username, address, ticket description, type of assistance is displayed.
An alarm is generated for a new ticket with ticket details and operator can perform below actions on a ticket
Change the severity of the ticket

Change the state of a ticket from new to assigned, resolved, closed accordingly from the dropdown list
Change the priority of a ticket
Add relevant comments for the ticket.
Tickets in different states can be filtered in the ticket dashboard.

User Manual - Central Management System

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User Manual - Central Management

1. How to add a new charging station? Refer to Charge Station

Monitor charging network

To add or edit assets on the CMS

Select asset management from menu

To add a charging station:

Select charge station from asset management in CMS

Fields marked with * are mandatory

To Edit charging station details:

Refer to Charging Station Management for more details.

To add a charge point:

Select Charge point from asset management in CMS

Status of charging station

A charging station can be in one of the below mentioned operation status

Status Description Marker

Available Charge Station is operative and at

Busy Charge Station is in busy state when

Unavailable Charge station is inoperative/ down

Fault Charge points in the station cannot

Charging Station view

Charge Point detail view

To view a charge point:

Select Asset management from the menu in CMS

Admin can configure a charge point remotely via CMS.

Once a charger is recognized by the central management system a communication can be

CMS supports remote configuration mainly on the below profiles:

“To perform remote configurations or actions on a charge point familiarize with

Charge Point Actions

Select Change availability from CP action tab in a charge point

4. Remote Start/Stop a charging session:

Select Remote start from CP action tab in a charge point

Select Send local list from CP action tab

To view OCPP logs of all the charging sessions on the CMS

Select OCPP logs from the menu in CMS

Select Charge point from asset management in CMS

To view charging transactions:

Select Charging transactions from the menu in CMS

Select Charge point from asset management in CMS

Customer using charging services can belong to below categories

To create a Retail end user:

Select CRM from menu

To bulk import users:

Select CRM from menu

To edit user details:

Select end customer from CRM

To edit users vehicle/location:

Select a user from CRM

To delete users vehicle/location:

In user Vehicle/location list click on delete icon

Deleted vehicle/location details of a user cannot be recovered

To add a corporate user:

Select CRM from the menu

To add an RFID tag:

Select RFID tag from CRM

RFID tag in an inactive state can be activated by the admin

Retail/Corporate category defines the rfid tag type.

RFID Local List

To add a Local List version:

Select RFID local list from the menu in CMS

Select CRM from menu in CMS

To add a Tariff plan:

Select Tariff plans from tariff management in CMS

Fields marked with * are mandatory.