Chapter 2 · Platform guide

Core workflows & legal framework

Phase 1 implements twelve manufacturer-centric workflows (WF-01 … WF-12) aligned with the EU Battery Regulation and the digital battery passport in Art. 77.

Regulatory anchor

The primary legal instrument is Regulation (EU) 2023/1542 (Battery Regulation), which establishes due diligence, labelling, conformity, recycling targets, and the battery passport accessible via QR code.

Key concepts used throughout this chapter:

  • Art. 77 — obligation to make passport information available; retention; updates; third-party access.
  • Annex IV — categories of information in the passport (identity, carbon, materials, performance, compliance, supply chain, etc.).
  • Economic operator — manufacturer, importer, distributor, fulfilment service provider (Art. 3).
  • Notified Body (NB) — third-party conformity assessment where required (Art. 38, Art. 17 DoC).
  • Art. 39 / Art. 48 — due diligence policies for raw materials and operator responsibility.

Delegated and implementing acts (e.g. carbon footprint methodology, attribute detail) will extend Annex IV over time; the platform uses a catalogue-driven attribute model so new fields can be added without schema rewrites.

Typical manufacturer path (Phase 1)

For a paying pilot customer, acceptance is defined as completing WF-01 → WF-07 for at least one model—including NB conformity—and generating active public QR scans. Later workflows (WF-08 … WF-12) cover use phase, ownership, end-of-life, second life, and recycling handoff.

  1. Register battery model (WF-01)
  2. Create passports and static Annex IV data (WF-02)
  3. Declare carbon footprint on the model (WF-03)
  4. Onboard suppliers and attestations (WF-04)
  5. Run compliance checks (WF-05)
  6. Obtain NB assessment (WF-06)
  7. Place on market with economic-operator chain (WF-07)

Workflow reference (WF-01 … WF-12)

Status badges on /app/workflows are computed from your tenant data (models, passports, grants, obligations). Definitions below are stable regulatory context.

WF-01

Battery Model Registration

Register the battery product family (model code) before serialised units. Model-level data—materials, circularity, carbon, and BOM—applies to every passport created under that model.

Trigger
Manufacturer onboarding
Actors
Manufacturer
Platform steps
Register model family · Declare chemistry · Set capacity
WF-02

Passport Creation & Static Data

Issue one digital passport per physical battery with serial number and public identifier (QR). Capture static Annex IV fields: identity, manufacturing, and unit-specific overrides where required.

Trigger
WF-01 complete
Actors
Manufacturer
Platform steps
Create serialised passport · Enter static Annex IV fields
WF-03

Carbon Footprint Declaration

Declare cradle-to-gate carbon footprint and performance class at model level for categories in scope (EV, LMT, industrial batteries above 2 kWh).

Trigger
WF-02 in progress
Actors
Manufacturer
Platform steps
Declare lifecycle CF · Assign performance class
WF-04

Supply Chain Due Diligence

Onboard suppliers and collect facility-level attestations for raw materials and components in the due-diligence scope.

Trigger
Supplier onboarding
Actors
Manufacturer, Supplier
Platform steps
Invite suppliers · Collect Art. 39 attestations
WF-05

Compliance Engine Check

Continuous validation that mandatory passport attributes and checklist obligations are satisfied before market placement and on data changes.

Trigger
Data change
Actors
System, Compliance officer
Platform steps
Evaluate obligations · Surface gaps
WF-06

NB Conformity Assessment

Manufacturer proposes a notified-body review; NB assesses the technical file and records approval, changes requested, or rejection.

Trigger
Pre-market
Actors
Manufacturer, Notified Body
Platform steps
Propose NB grant · NB reviews technical file
WF-07

Market Placement

Record the ordered chain of economic operators when the battery is first made available on the Union market and set passport status to on market.

Trigger
Conformity assessed / authoring complete
Actors
Manufacturer, Importer
Platform steps
Record economic operator chain · ON_MARKET status
WF-08

In-Service Dynamic Data

Capture state of health, cycle count, and related performance data during use—via BMS ingest or operator entry (Phase 1 uses periodic snapshots).

Trigger
On market
Actors
Operator, BMS
Platform steps
Capture SoH / cycles (static snapshot in Phase 1)
WF-09

Ownership & Custodianship

Track changes of operator or owner responsible for the battery and support legitimate-interest access for repair and remanufacturing partners.

Trigger
Transfer event
Actors
Owner, Operator
Platform steps
Record ownership chain · Art. 77(7) transfer
WF-10

End-of-Life Declaration

Declare end of first life and hand off to waste-management and recycling pathways.

Trigger
SoH threshold / operator decision
Actors
Operator, System
Platform steps
Declare EoL · Notify waste operator
WF-11

Second-Life Assessment

Assess whether a battery can be repurposed for second-life use before final recycling, including eligibility and any re-certification.

Trigger
EoL or high SoH
Actors
Repairer, NB
Platform steps
Evaluate suitability · Record eligibility
WF-12

Recycler Handoff

Grant cross-tenant access to recycler or waste operator; confirm receipt and record recovery performance against regulatory targets.

Trigger
EoL declared
Actors
Recycler, Waste operator
Platform steps
Grant recycler · Confirm receipt · Recovery rates

Where to act in the application

Workflow Primary routes (manufacturer)
WF-01/app/models, /app/models/new, LMT catalogue
WF-02/app/passports, /app/passports/new
WF-03Model → Carbon footprint
WF-04/app/supply-chain
WF-05/app/compliance
WF-06Passport → propose NB grant; partner /app/nb/engagements
WF-07Passport → Place on market (lifecycle)
WF-08Passport performance / BMS ingest API
WF-09Phase 1 stub — ownership transfer planned
WF-10Passport EoL declaration (when enabled)
WF-11Repairer grants; second-life metadata
WF-12Recycler inbound; cross-tenant grants

Further reading

  • Regulation (EU) 2023/1542 — official EUR-Lex text (Battery Regulation).
  • docs/manufacturer-flows.md — engineering decisions for Phase 1 UI.
  • docs/phase1-status.md — acceptance criteria and implementation status.
  • Help: Data model — how model vs passport data is stored.