Cat Inspect 4 - finning.com€¦ · Cat Inspect 4.0 Available for download on the Google Play Store...
Transcript of Cat Inspect 4 - finning.com€¦ · Cat Inspect 4.0 Available for download on the Google Play Store...
Caterpillar: Yellow
Cat Inspect 4.0Navigating the mobile application
2
Caterpillar: Yellow
Cat Inspect 4.0
Available for download on the Google Play Store
Available for download on the Apple iStore.
3
Caterpillar: Yellow
Logging In
Login to Cat Inspect 4.0 via tapping Sign In button or Sign in with TouchID
Login with CWS
credentials
Login with TouchID
Tap ‘Yes’ to
associate CWS
with fingerprint* User can then click
‘Sign in with Touch ID’
moving forward
* Enables 90 day login vs. 30 day
4
Caterpillar: Yellow
Settings
Settings are set at default levels. Only change if required.
Tap > Settings
Enter the e-mail of the
individual(s) or shared
inbox to receive a report
notification.
Tap to add multiple
e-mails.
Tap to add contact
from user device.
Toggle on if signature is
required for every task
Toggle on to save images
to user’s device
Tap to change, if
required.
NOTE:
Tapping and ‘Home’ will bring user back to
Inspections Panel
NOTE: All Cat Inspect
settings within the app
are specific to that
device. I.e. settings are
not attached to CWS ID.
5
Caterpillar: Yellow
IMPORTANT: Offline Capability
Forms, regardless of who assigns them,
must be downloaded onto the user’s device
PRIOR TO heading to a remote site with no
service. The forms may be under In
Progress, Assigned or Favorites to access.
Once the form(s) are downloaded onto the
device, the technician may perform and
complete the inspection at site, tap Submit
and the form will push through to
completion when connectivity resumes.
Failure to do so prior to heading to a site
with no service will result in the inability to
complete or load a form.
6
Caterpillar: Yellow
Inspections Panel
Three main panels:
• In progress
• Forms that have started but
are incomplete
• Assigned
• Forms assigned to user,
either by user or another
assignor
• Submitted
• Forms completed and sent
to web console
To start an inspection, tap Create
Inspection or the ‘+’ symbol
7
Caterpillar: Yellow
Creating an Inspection
After is clicked > Select Inspection
Type
EquipmentThe majority of forms are all housed under this category.
SiteBrings up two Form Types: Contamination Control and Dealer
Retail Experience
SOSUsers can perform SOS inspections
8
Caterpillar: Yellow
Equipment Inspection
Toggle on to display Custom
Forms only
A Note about Searching:
Search by Family or S/N, depending on the form.
E.g. if the form is for a PM service under a specific S/N prefix for a
specific model, search by S/N prefix over product family.
E.g. if the form is a general form used across a range of products,
search by Product Family under ‘Family-All’.
E.g. if the form has no S/N prefix associated with it, but is for a specific
product, search via Product Family.
Search Forms
Select Equipment Inspection Type
9
Caterpillar: Yellow
Equipment Inspection
Searching by either field
will return a list of Form
Types, and tapping into
each Form type will
display a list of forms
associated with that
Family or S/N and Form
Type.
Search Forms
10
Caterpillar: Yellow
Equipment Inspection
Tapping on the icon will set the form as a favorite
and move it into the Favorites section of the application
• Tap on the form to create the Inspection
• This opens up the form
Setting Favorites
Note: Favorites allows a user to download a frequently
used inspection form and use it many times, eliminating the
need to download a new form for every inspection
11
Caterpillar: Yellow
Equipment Inspection
Form Title
Categories – indicates number of tasks
associated with each (e.g. 0 of 17)
Delete – tap to delete form; displays
on Cat Inspect Web as a deleted form
General info surrounding inspection
Reassign function (mobile only)
Form Structure
12
Caterpillar: Yellow
Equipment Inspection
Tap into Customer & Asset Info
Users can complete the fields with the following methods:
• Scan a QR Code – quick response code generated
from Cat Inspect Web; user may still be required to
provide inputs
• Scan a CAT PIN – provides only Make, Model and
S/N of a CAT asset
• Tap to pull historical information (see next slide)
• Complete fields without scanning either above options
Tap to move to next section:
General Info Comments
NOTE: If both QR code and CAT PIN are scanned,
whichever is scanned last will re-populate the Make,
Model and S/N. Users do not need to scan both.
Tap < to move
back a screen
Customer & Asset Info
13
Caterpillar: Yellow
Equipment Inspection
Inspection information is now retained on the
user’s device
This information can be used to repopulate
asset and customer details for future
inspections
• Can be pulled historically independent of
one another
Tap to open up Asset History > select
asset info from user list
Customer & Asset Info | Historical
NOTE: This same process applies to Customer History.
14
Caterpillar: Yellow
Scanning a QR Code
NOTE: If both QR code and CAT PIN are scanned,
whichever is scanned last will re-populate the Make,
Model and S/N
Tap
Align QR code level and centered within frame
• Once scanned, the fields will populate from data in
the code
• User will be prompted to enter SMU hours
15
Caterpillar: Yellow
Scanning a CAT PIN
NOTE: If both QR code and CAT PIN are scanned,
whichever is scanned last will re-populate the Make,
Model and S/N
Tap
Align PIN plate level and centered within frame
• Once scanned, the make, model and S/N will
populate
• User will NOT be prompted to enter SMU hours
16
Caterpillar: Yellow
Equipment InspectionCustomer & Asset Info
Complete the remaining fields as
required:
• Asset ID – this might not always be
contained in the QR code; AKA
Customer Unit #.
• Location – tap to pull physical
address of where the inspection is
performed
• Customer Name – tap to pull
contacts from device
• Customer Number – CA-XXXXXXX
if applicable
• Work Order * Recommended to input MCO Number for Power
Systems, and Work Order Number for Core CSA
Tap to move to next section:
General Info Comments
Tap < to move
back a screen
NOTE: 4.0 has auto-save feature
17
Caterpillar: Yellow
Equipment InspectionGeneral Comments
Select a response
Tap < to move
back a screen
Tap to move to next sectionTap to move to previous section
NOTE: Any response with a red
or yellow alert level will require
user to enter at least a comment
or photo(s).
Tap into ‘Add comments’ and
type or dictate comments
into field (tap and speak
into phone clearly)
Tap ‘Add Photo’ to add photos
* Recommended, as it provides insight into severity.
18
Caterpillar: Yellow
Equipment InspectionAdding Photos
Close
Flip cameraFlash settings
Tap
Multiple photos (max. 10)
Tap to open photo
gallery on device
Up to 5x zoom
Shutter button (to take photo)
19
Caterpillar: Yellow
Equipment InspectionAnnotating Photos
Once photo(s) has been taken,
tap into photo to annotate
Add Text
Brush
Color selector
Undo
When annotations are done,
tap Save to exit
NOTE: Markups may be moved
around by putting finger on
markup and dragging it to a
location. Once saved, it cannot
be altered.
20
Caterpillar: Yellow
Equipment InspectionCompleting Tasks
Select a response
Tap < to move
back a screen
Tap to move to next sectionTap to move to previous section
NOTE: Any response with a red
or yellow alert level will require
user to enter at least a comment
or photo(s).
Tap into ‘Add comments’ and
type or dictate comments
into field (tap and speak
into phone clearly)
Tap ‘Add Photo’ to add photos
Question (i.e. Task)
21
Caterpillar: Yellow
Equipment InspectionReassigning Forms
Tap
Add in comments for
re-assignment
Tap to search list
Select title* Once selected, signature field displays
Tap Submit* This will remove the form from user’s
device and into the ‘Assigned’ section of
the Reassigned User’s app.
22
Caterpillar: Yellow
Equipment Inspection
Any supporting information that is not a PDF, now exists at the question level within ‘Additional
Information.’ PDF Help is denoted by a document icon, top right.
Supporting Information
PDF – tap to open up
PDF document
Text/Image – tap ‘Additional Information’ to
open in screen
23
Caterpillar: Yellow
Equipment InspectionSubmitting an Inspection
Tap < to move
back a screen
Tap to submit to web console
NOTE: Comments entered into
the General Comments section
will also appear in the Submit
section.
Tap into ‘Add comments’ and
type or dictate comments
into field (tap and speak
into phone clearly)
Tap to sign* Additional signature fields available
Form information from
Customer & Asset Info section
Select title * ’Other’ opens up a text field
Submissions will remain on user’s device
under Inspections Submitted for 2 weeks.
24
Caterpillar: Yellow
Reports Panel
Search function to locate reports
Tapping on any of the available
reports will bring up the PDF report.
User can save onto device or e-mail
as required.
Toggle on to download form via
severity orderNOTE: Only reports the user has
completed will be available on
that user’s application.
Once forms are submitted, they may be retrieved on the user’s device via the Reports Panel
25
Caterpillar: Yellow
Favorites Panel
Displayed list of forms History of forms used
Forms set as user favorites
Tap on next to form to remove
from Favorites
Inspections cannot be removed from
History if they are in process.
26
Caterpillar: Yellow
SOS Inspection
Select SOS Inspection Type > scan equipment QR code or Cat PIN, if available
NOTE: Barcodes are
distributed by the Fluid
Analysis Lab.
Tap to scan barcode* Barcode will display in ‘Sample Number’ field
Tap to select compartment from available list
Tap to select brand from available list
Tap to select weight from available list
Tap to enter
Tap to Add additional compartments* Compartments are entered individually
27
Caterpillar: Yellow
SOS Inspection
Header information shows QR code/Cat
PIN data
SOS samples/compartments will be displayed here
Tap to Add additional
compartments* Compartments are entered
individually
NOTE: SOS samples are logged in My.Cat.Com, not Cat Inspect Web
28
Caterpillar: Yellow
SOS Inspection | Submit
Tap to Submit
Once all compartments have been added and completed:
Lab receives pre-registered sample
NOTE: If there are any errors with the SOS
barcodes, a message in red will appear in that
compartment category. Follow the instructions in
the alert to resolve.
29
Caterpillar: Yellow
Support
Button links to direct
phone, toll-free
Tap to Submit
* Opens up
Outlook e-
Tap into ‘Add description’
and type or dictate
comments into field (tap
and speak into phone
clearly)
Add supporting photos
Can change
recipient e-mail
if desired
Device info
captured*DO NOT REMOVE*
30
Caterpillar: Yellow
Resources and Support
Finning.Com
CAT Inspect Page
Miranda WenselTechnology Application Lead
Performance Solutions
M +1.587.594.4852
Monday through Friday
8:00 am – 4:30 pm
CAT Inspect Support
+1.844.275.8235
Additional Information
Dealer Cat Inspect site
24 / 7
CAT.Com/CATInspect