Flow Meter Recalibration & Repair Made Easy
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Hello, and welcome to a Sierra Instruments
video tutorial. I’m Travers Newell, associate product manager here at Sierra. Today, I will
be teaching you how to use your personal Sierra account to manage your assets. You will learn
how to use your Sierra online account and the My Units feature to quickly and easily
manage your units for recalibration or validation and submit them for RMA. To begin, click the Service & Repair tab located
on the right side of the Sierra Instruments website main menu. This will take you to your
Account Login page where you can fill in your email and password. If you have not created
an account already, please pause the video and do so now. Once logged in, you’ll be sent
directly to your account. You will see tabs for RMA Status/History, where all active and
past RMAs are listed; My Units, where all of your meters are listed; New RMA Form, where
you can submit a new RMA; and My Account, where you can update your personal information
like your name, address and password. Please click the My Units tab. This is your
customized calibration and repair portal where you can view all of your units. You will notice
a yellow welcome message on your screen. This message is to inform you of the capabilities
you now have at your fingertips by using the new My Units feature. After you finish reading,
go ahead and exit out. To make it easy to find the unit or units
you would like to submit, My Units allows you to filter and sort by serial number, model
number or service date. If for some reason any of this information is incorrect, please
click the Feedback tab located vertically on the right of your screen and notify us
of the error. You can also filter and sort your units by clicking the Unit Views button.
By clicking this button, you have the option to see all of your units or just the active,
due soon, past due or decommissioned units. You also have the option to search for a unit
by typing the serial number or a keyword into the search bar. If you are still having trouble
finding the unit you are looking for, you can click the Advanced Search feature to specify
the type of unit and sort order. Another feature available to you is Bulk Selection
Actions for RMA submission. By clicking the square button on the upper-left, you can select
or deselect all units, select past due units, or select units due soon. This comes in handy
when you need to select more than one unit for RMA. If you wish to decommission a unit,
check the box next to desired unit or units. Then, click the More tab and select Decommission.
You can also do this by clicking on the unit serial number and where it says Status, change
it to Decommissioned and press Save Changes. By decommissioning a unit, you will no longer
receive a calibration reminder for that unit. If you change your mind, you can always make
the unit active again. While we still have this window open, notice
you can adjust the timeframe for when you received an automation calibration reminder.
To help manage your calibration schedule, Sierra sends automated calibration reminders
to all customers either by email or postage mail. In this example, we recommend scientific
units to be calibrated on a 12-month interval. By setting this interval, you will receive
an automated calibration reminder three months before calibration expiration. To change the
form of your auto-calibration letter, click on the Notifications button that resembles
a megaphone at the top right of your screen and edit your settings to either email, mail,
both email and mail, or none. If you wish to add a new non-Sierra unit to
your My Units list, click the Add New Unit button resembling a pencil. A screen will
pop up where you can enter in your unit info. To demonstrate how this works, I’m going to
enter a serial number, model number, brand, type of technology, and the status of the
unit. You also have the option to specify your calibration frequency. Now, you are ready to add units to the RMA
form for recalibration or repair. To do this, you must first check the box next to the corresponding
unit or units. Remember, if you have more than one unit due, you can utilize the Bulk
Action Selection feature. I’m going to select one unit for this example and click Add to
RMA. You will see a green box appear notifying you that your unit has been successfully added. Click the button that says Continue to RMA Form to preview your selected units for the open RMA form. If everything looks correct, click Get Started. At this point, you will need to add some additional
information about your unit. For your convenience, your model number and serial number are already
added to the form. I am going to choose Repair or Recalibration for my Service Type and choose
Yes to require as-found data. Then, add a description of the service requested or a
problem experienced. In this example, I will put Recalibration. Finally, read our safety
statement and select I agree. Complete the same action for your additional units if applicable, then click Update and Continue. To complete your RMA, enter the required fields
marked by a red asterisk. If you have previously saved your personal information in the My
Account tab section, the required fields will already be filled out for your convenience.
If your billing and shipping information are the same next to Ship To Information, select
same as billing and your information will be copied over. You can also choose your preferred
return shipping method, but it’s not required. Then, click Save and Continue. Please review your order to make sure there
are no mistakes, then click Submit RMA, which will take you to a confirmation page. Once
your RMA has been submitted, you will be sent a confirmation email that will include the
details of the RMA. It is recommended that you print out the confirmation for your own
personal records. This concludes the tutorial. Thank you for
watching.

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