VisionLink Application Getting Started Guide

Transcription

Getting Started
Guide
GETTING STARTED GUIDE
VisionLink™ Application
Version 2.0
Revision A
October 2010
Corporate Office
VirtualSite Solutions LLC
10355 Westmoor Drive
Suite #100
Westminster, CO 80021
USA
http://www.myvisionlink.com/
Copyright and Trademarks
© 2010, VirtualSite Solutions LLC. All rights reserved.
No part of this VisionLink Application Getting Started Guide is to be
copied or reproduced in an way without prior written permission from
VirtualSite Solutions LLC.
VirtualSite Solutions is a trademark and trade name of VirtualSite
Solutions LLC. VisionLink and the "VisionLink" logo are trademarks,
service marks or trade dress of Trimble Navigation Limited, 935 Stewart
Drive, Sunnyvale, CA 94085 USA.
Microsoft and Windows are are either registered trademarks or
trademarks of Microsoft Corporation in the United States and/or other
countries.
All other trademarks are the property of their respective owners.
Release Notice
This is the October 2010 release (Revision A) of the VisionLink
Application Getting Started Guide. It applies to version 2.0 of the
VisionLink software application.
2
Contents
1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
About the product . .
Related information .
Technical assistance.
Your comments. . . .
2
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.6
.6
.7
.9
11
12
16
Managing Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating an asset group . . . . . . . . . . . . . . . .
Save as Group . . . . . . . . . . . . . . . . . . . . . .
Editing an asset group (Manage Groups screen)
Deleting an asset group . . . . . . . . . . . . . . . .
Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating a site . . . . . . . . . . . . . . . . . . . . . .
Editing a site . . . . . . . . . . . . . . . . . . . . . . .
Deleting a site . . . . . . . . . . . . . . . . . . . . . .
4
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.
Accessing and Navigating the VisionLink Software . . . . . . . . . . . . . . . . . . 5
Accessing the software . . . .
Navigating the user interface
Command Center. . .
Menu bar . . . . . . . .
Tabs . . . . . . . . . . .
Screen views . . . . . .
Date range selector . . . . . .
3
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18
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18
21
21
22
23
23
25
26
Working with Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Fleet tab . . . . . . . . . . . . . . . . . . . . . . . . . . .
Fleet Summary screen . . . . . . . . . . . . . .
Asset Details screen . . . . . . . . . . . . . . .
Alerts tab. . . . . . . . . . . . . . . . . . . . . . . . . . .
Open Alerts screen . . . . . . . . . . . . . . . .
Alert History screen . . . . . . . . . . . . . . .
Manage Alerts screen . . . . . . . . . . . . . .
Editing an alert . . . . . . . . . . . . . . . . . .
Deleting an alert . . . . . . . . . . . . . . . . .
Health tab . . . . . . . . . . . . . . . . . . . . . . . . . .
Fault Codes screen . . . . . . . . . . . . . . . .
Fluid Analysis screen. . . . . . . . . . . . . . .
Utilization tab. . . . . . . . . . . . . . . . . . . . . . . .
Asset Utilization screen . . . . . . . . . . . . .
Fuel Utilization screen. . . . . . . . . . . . . .
Asset Operation screen . . . . . . . . . . . . .
Administration tab . . . . . . . . . . . . . . . . . . . .
Device Configuration screen . . . . . . . . . .
User Accounts screen (Administrator only)
Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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3
CHAPTER
1
Introduction
This manual describes how to set up and use the
VirtualSite Solution VisionLink™ application.
This publication assumes that you know how to
use the Windows® operating system.
1
Related information
Sources of related information include the
following:
•
Tutorials—a number of tutorials enable
you to quickly obtain an overview of a
specific function of the application. Access
them from the Help menu.
•
Glossary—the glossary gives an overview
of the fields used in the application. Access
it from the Help menu.
•
Help—the software has built-in,
context-sensitive help that lets you quickly
find the information you need. To access
this, click the
icon.
About the product
The VisionLink application is a telematics
application. It allows you to:
•
Manage assets using site boundaries and
asset groups.
•
Track the hours and location of assets.
•
Create email or SMS alerts related to
location and Asset On.
•
Manage asset fault codes.
•
Track machine idling against working time
(asset operation or utilization).
•
Track fuel burn rates and volumes.
•
Measure asset utilization and efficiency.
•
Adjust telematic device configuration.
Technical assistance
If you have a problem and cannot find the
information you need in the product
documentation, contact your local dealer.
Your comments
Your feedback about the supporting
documentation helps us to improve it with each
revision. Email your comments to
[email protected].
4
CHAPTER
2
Accessing and Navigating the
VisionLink Software
In this chapter:

Accessing the software


Date range selector
2
This chapter describes how to start the
VisionLink software (“the software”) and navigate
the user interface.
5
2
Accessing and Navigating the VisionLink Software
Accessing the software
1.
Open your web browser and enter www.myvisionlink.com.
2.
Enter your User Name and Password and then click Login.
Note – If you want to use the interface in another language (or to
reset it to English), select the required language from the Language
drop-down list.
The VisionLink screen appears. When you log on for the first time,
a welcome message appears; if you have logged on before, the
screen you were working in before appears.
d
e
f
c
g
The VisionLink application user interface has the following main areas:
Area
Description
c
Command Center Shows the Assets and Groups lists. Only one list can be open at any time.
You can search for a specific asset, or select a defined group of assets from one of the
categories by using the Filters.
Click the All Assets
or Groups
icon to open or close a list.
The selection made in the Command Center applies to all screens in the application.
See Command Center, page 7.
d
Menu bar
6
Provides additional information about the tab or screen, and allows you to make
changes to the settings and the password. See Menu bar, page 9.
Area
Description
e
Tabs
Shows major groupings of functionality. There are currently five tabs—a drop-down
arrow indicates that a tab contains more than one screen. See Tabs, page 11.
f
g
Screen view
Display specific information for a selected asset.
This example shows the Fleet Summary screen, which is split into two parts:
• The top part f shows a table containing all current information for available
assets.
• The bottom part g is a map view on which filtered information is shown.
Depending on the selected tab, the screen may be split (as shown here), and the
bottom part of the table may also show a graphical representation of the
information in the top part of the screen.
See Screen views, page 12.
2
Command Center
B The Command Center allows you to access assets in two ways—through All Assets or Groups.
Tip – To collapse the Command Center panel, click
; to expand the panel, click
.
To access the asset lists, click the appropriate heading.
All Assets
This list shows the total number of assets next to All Assets on the
header.
Click All Assets. All the assets are now shown in the Fleet Summary
screen. When you double-click an asset on the screen, the Asset
Details screen appears—this tabbed screen shows all the
information for the selected asset. See Asset Details screen, page 29.
Click Filters to show the filter options and then tap the required
group bar to open a list of all filters associated with that group.
Note – Depending on the filter options selected, a drop-down arrow appears in the menu bar that
allows you to create a new group, based on your selections.
The filter options are:
Option
Description
Account
This category shows a list of all the accounts you hold.
7
2
Option
Description
Site Boundary
This category contains assets that are inside the
user-defined geographic boundaries.
The list of assets associated with a site is updated
automatically when assets enter the site, and assets are
removed when they leave the site.
You can view any number of sites at the same time. To
view all site boundaries, select the Any site boundary
check box.
To add another site to this list, select Administration /
Manage Sites. See Creating a site, page 23.
Device Type
This filter lists all the device types.
You can view any number of device types at the same
time. To view all devices, select the Any device type
check box.
Manufacturer
This filter lists all manufacturers.
You can view any number of manufacturers at the
same time. To view all manufacturers, select the Any
manufacturer check box.
Product Family
This filter contains pre-defined sets of assets grouped
by product family.
Click any item in the list to populate the assets
associated with that product family into each screen in
the application.
You can view any number of product families at the
same time. To view all devices, select the Any product
family check box.
Model
This filter lists all models.
You can view any number of models at the same time.
To view all models, select the Any model check box.
A summary of the selections made appears at the top of the screen:
8
2
Groups
This list shows the total number of groups that exist for a company
or site and that have been set up by the user. See Groups, page 18.
When you select a group, the Filters options appear directly below
the selected group. See the previous section for a description of the
available options.
Menu bar
The menu bar allows you to access the following:
•
Preferences—opens the Preferences dialog where you can set the following:
Tab
Option
Settings
General
Time Zone
Select the timezone from the drop-down list.
Language
•
•
•
•
English (default)
Chinese
German
French
•
•
•
Italian
Portuguese
Spanish
Note – You can also select the required language option when you
log in.
Units
•
•
US Standard (default)
Imperial
Asset Label
Display
•
•
Asset ID (default)
Serial Number
•
Metric
Date/Time Format Select the Date and Time formats and the separators (slash, hyphen,
colon, period) from the displayed options.
Password
Currency Symbol
•
•
$ (default)
£
•
€
Number Format
Select the required number format. The options allow you to select
between a comma delimited and period delimited number.
Change your password. Enter a new password and then re-enter it to
confirm.
9
2
Examples of selected settings appear on screen; click OK when you have made the
required changes:
10
•
Help—access application help. You can access the Getting Started Guide (this document),
a Glossary, and a number of Movies (tutorials). You can also access About, which provides
additional information about the application, including the build number.
•
Logout—click to log out of the application. You are returned to the Login screen.
2
Tabs
The following tabs are currently available:
Tab
Screen(s)
Fleet
Fleet Summary: Up-to-date overview of the assets selected, including hours,
location, and last known status. To view the details of a particular asset, click it. A
pop-up appears on the map screen.
Settings (Administrator only): Click Settings to open the screen. Allows you to
select a new icon for one or more assets, see page 28.
Alerts
The number of all open alerts appears in red on the tab header
based on the selection made in the Command Center.
. This is
Note – The alerts for a specific asset are shown in the Asset Details screen (see
page 29) or the Fleet Summary screen.
Open Alerts: This screen shows a list of all assets, and the title, date, and type of
any alerts that are currently open for the assets selected in the Command Center. If
the Alert History page is showing, click
to return to this screen.
Alert History: Click
to change to the Alert History page. This screen
shows open and closed alerts for the selected time. To select a date range, see
page 16.
Manage Alerts: Click
to open the screen. From here you can add a
new alert, or edit, or delete an existing alert. See Manage Alerts screen, page 37.
Note – You can also access the Manage Alerts screen from the Administration tab.
Health
Fault Codes: Contains information on fault codes, including severity, description,
date, and time of occurrence. To filter the information, select the required options
from the Show field and set the required severity by clicking the appropriate check
boxes to filter for alerts.
Fluid Analysis: Contains information on the results of Fluid Analysis performed on
selected assets. The Status drop-down field allows you to filter your results to show
All, Confirmed, and Action Taken.
Utilization
Select the required screen from the drop-down list and then select a date range,
see page 16.
Asset Utilization: Contains information on asset utilization, including hours
worked/idle; performance (expected runtime, working utilization, running
utilization, and efficiency). The bottom part of the screen shows a graphical view.
Fuel Utilization: Contains information on fuel use and burn rate. The bottom part
of the screen shows a graphical view. From the drop-down list, select Fuel Used to
see a Fuel Burned by Asset graph, or select Burn Rate to see a Fuel Burned Per
Hour (by Asset) graph.
Asset Operation: Contains information on when assets were running for the
selected assets. The Asset Operation graph defaults to a month view. Click on any
green box to see details for a given day for the entire set of assets. Click
to scroll to the required month.
Administration
Select the required screen from the drop-down list.
Device Configuration: Allows you to view and change Reporting Configuration,
Maintenance Mode, and Digital Inputs. See page 57.
User Accounts (Administrator only): Allows you to edit, delete, and add user
accounts. See page 59.
Manage Groups: Allows you to add, edit, or delete groups. See page 18.
Manage Sites: Allows you to add, edit, or delete sites. See page 23.
Manage Alerts: Allows you to add, edit, or delete alerts. You can also access this
screen from the Alerts tab. See page 37.
11
2
Screen views
c
d
e
Each screen shows information for the selected assets. Screens are divided into the following
sections:
Area
Description
c
Message area
Shows the selections made in the Command Center for the data that appears on
screen.
d
Table area
Contains textual information related to that screen.
If you click an asset row in the table view, this highlights the asset in the
corresponding map or graph view.
e
Map or graph
Shows graphical information in map or graph format related to that screen.
If you select an asset from the map or graph view, the corresponding asset row is
highlighted in the table view.
To customize screens so that they display only the table or only the graph or map,
click the required arrow on the separator bar between the two items:
• Click the up arrow to close the table view and show only the map / graph screen.
• Click the down arrow to close the map view and show only the table.
You can also drag the bar to create a specific split between the two items.
12
2
Map view
Note – The VisionLink software uses Google Maps for its mapping platform. All Google mapping
functions work within the software, including pan, zoom, and zoom to rectangle.
•
Click Find in the upper right corner of the map to search for a geographic location within
the map. Click the button, enter a location and then either press Enter or click the
magnifying glass. This centers the map on the location entered:
•
The Map Info drop down list in the upper right corner of the map allows
you to:
–
Select the required map view: Map, Satellite, Hybrid, or Terrain.
–
Select options from the Label menu to add a label to the asset
marker. If you select an item, for example Asset ID, this will appear
on all asset marker labels .
–
Select Display / All Assets to show all assets in the area. This also shows assets that
do not belong to a selected group—these assets appear in grey:
–
Select the Details menu to configure the information that shows in the information
pop-up screen when you select an asset marker from the table or from the map
view:
Note – If a dash appears in a field ( for example, Fuel (% remaining): -), this means that there is
no information available for this field.
13
2
Note – A yellow flag is the default icon for an asset that does not match a product family within
the VisionLink software.
•
The table and map view are linked—selecting an asset highlights it in the table and
shows the pop-up information screen irrespective of whether you select this from the
table or from the map.
Graph view
•
If a graph is displayed ( for example, in the Utilization tab) you can click any graph bar to
drill down to more detailed information for that bar.
For example, the following graph shows Fuel Utilization for a group:
When you click the first column, it shows the fuel usages for that particular asset. To
return to the original graph, click reset:
14
•
2
To view a specific date or date range, select this from the date range calendar. See Date
range selector, page 16.
If you select a month view (as shown in the previous figure), you can:
–
Select an asset in the table view. This fades out all assets other than the one you
select:
–
If you hover over the column, it shows a description of the graph values:
–
If you tap the column, it shows the total weekly hours for the asset—tap reset to
return to the month view:
15
2
–
If you tap a column in the weekly view, it shows the statistics for a day. Tap Weekly
to return to the weekly view; tap reset to return to the month view:
Date range selector
In many of the screens you can set the date range for which to view data. To do this:
16
1.
Click the calendar icon
2.
Select the required option from the drop-down list.
3.
If you select Custom, you must select dates in the From and To fields—click in the field to
open the calendar and then select the required date.
4.
Click OK.
. The Set Date Range screen appears:
CHAPTER
3
Managing Assets
In this chapter:

Assets

Groups

Sites
3
This chapter describes how to create groups and
sites.
17
3
Managing Assets
Assets
An asset is any equipment that a user wants to include in the VisionLink application. For
example, heavy construction equipment, on-road trucks, and portable equipment (such as
total stations and light boxes).
All assets are set up in the system on behalf of users.
For detailed information on individual assets, double-click the asset. See Asset Details screen,
page 29.
Groups
You can create a set of assets that will help you to more easily view assets that belong to a site
or to an account.
To view a created group, select it from the Command Center
Note – You will have access to this functionality if you are an Administrator, or if you have been
given access as a Standard user..
Creating an asset group
1.
From the Administration tab, select Groups. The Manage Groups screen appears. Any
existing groups appear on screen:
Note – If you apply a filter or run a search, the Save As Group option (see
page 21) is available from the drop-down arrow to the right of the screen.
You can also select this option to open the Manage Groups screen.
18
Managing Assets
3
2.
Click New Group:
3.
In the Title field, enter a name for the asset group.
4.
From the All Assets drop-down list, select how you want to filter the available assets:
5.
Depending on the choices you make, a search field or second drop-down list appears. Do
one of the following:
–
Enter the required information in the Search field ( for example, an asset ID) and
then press Enter :
19
3
Managing Assets
–
6.
7.
20
Select an option from the drop-down list, if required:
To move the required asset(s) from the Available Assets list to the Selected Assets list, do
one of the following:
–
Click
to move all assets from the Available Assets list to the Selected Assets list.
–
Select a single asset (or use Ctrl or Shift to select a group of assets) and then either
drag-and-drop or click
to move it:
Click Save and then click Close. Newly created groups are added to the Groups list in
the Command Center.
3
Managing Assets
Save as Group
If you apply a filter in the Command Center, you can save the resulting selection as a group.
To do this:
1.
Click the down arrow to the right of the screen, and then select Save as Group.
2.
Enter a title for the group, and then click Save.
Note – If required, you can remove assets from the selected assets before you save the group.
3.
Click Close.
Editing an asset group (Manage Groups screen)
1.
From the Administration tab, select Groups. The Manage Groups screen appears.
2.
Highlight the group that you want to edit and then click
:
21
3
Managing Assets
3.
To add additional assets to the group or remove selected asset(s), select an asset(s) in
either column and then click the arrow buttons to move the asset(s):
4.
Click Save and then click Close. Changes are implemented immediately.
Deleting an asset group
22
1.
From the Administration tab, select Groups. The Manage Groups screen appears.
2.
Highlight the group that you want to delete and then click
3.
Click Yes to confirm the group deletion and then click Close.
:
3
Managing Assets
Sites
Sites replicate job sites or work sites that you can define as a polygon geofence. For the
purpose of alerts, sites serve as a geofence boundary. A site consists of all device supported
assets that are within the geofence boundary since the last reported time.
Creating a site
1.
From the Administration tab, select Sites. The Manage Sites screen appears:
Note – All existing sites appear on screen.
2.
Click New Site.
3.
In the Title field, enter an name for the site.
4.
Do one of the following:
–
If you want the site to be filled with color, select the Fill
check box and then select a color from the palette (the
default is gray):
–
If you want to show only the site boundary, clear the Fill
check box.
23
3
Managing Assets
5.
If required, you can navigate to a particular site: Click Find, enter the location of the site
in the search box and then press Enter. A map of the location appears:
Note – You can also use the Google map controls to navigate the map.
24
6.
Zoom in until you can clearly see the area where you want to create the site.
7.
To define the site boundary points, click sequential positions (up to a maximum of fifty)
on the map. The software automatically creates a closed shape—you cannot create lines
that cross each other:
3
Managing Assets
To delete boundary points, click Remove Last Point. You can click this button as many
times as required—it disappears from the screen if there no points left.
8.
Click Save. Newly created groups are added to the Sites section of the Command Center
and to the Manage Sites dialog. The newly created site is kept in view. To view a different
site, select it from the list:
Editing a site
1.
From the Administration tab, select Sites. The Manage Sites screen appears.
2.
Highlight the site that you want to edit and then click
:
You cannot edit site boundaries. However, you can change the title, display color, and
fill option.
3.
Click Save and then click Close.
25
3
Managing Assets
Deleting a site
26
1.
From the Administration tab, select Sites. The Manage Sites screen appears.
2.
Highlight the site that you want to delete and then click
3.
Click Yes to confirm the deletion and then click Close.
:
CHAPTER
4
Working with Screens
In this chapter:

Fleet tab

Alerts tab

Health tab

Utilization tab

Administration tab

Reports
4
This chapter describes how to use the screens.
Screens are the primary location to find
information about the assets you work with.
Each screen contains a particular set of
information.
Screens are arranged on the tabs according to the
information they contain; each tab may include
one or more screens.
27
4
Fleet tab
Fleet Summary screen
The Fleet Summary screen provides a quick overview of your fleet (or of the assets selected). It
allows you to “Manage by Exception”—this means that you can quickly identify the assets
that need attention ( for example, assets that have open alerts, lots of hours, that are not
reporting, not on the correct site). The remaining pages allow you to obtain more information
on any problem:
Assigning an icon
To change the icon that appears in the application for a given asset, you can assign a suitable
icon:
28
1.
Click the
button.
2.
Highlight an asset in the Select Assets pane.
3.
Select an icon in the Select icon pane:
4.
Click Apply.
4
Asset Details screen
To open the Asset Details screen, double-click an Asset ID in any screen:
The screen that appears depends on which screen was active when you open the Asset Details
screen. For example, if you click the Asset ID in the Health screen, the Asset Details screen
opens at the Health tab; if you are in Fleet Summary screen, the Asset Details screen opens at
the Dashboard tab.
Note – The left part of the screen that contains the asset ID, serial number, device type,
make/mode and account remains visible irrespective of the tab that is currently selected
29
4
Dashboard tab
The Dashboard tab shows a summary of the asset’s main details.
Item
30
Description
Status field
Shows the current status of the asset.
Open Alerts field
Shows the total number of open alerts. This is a summary of the alerts
contained in the Alerts tab—click the number to open the Alerts tab, see
page 32.
Events field
Shows the events summary.
Diagnostics field
Shows the number of faults for the different severity levels (High, Medium,
and Low). If you click the number, you are taken to the Health tab (Fault Codes
page).
Fluid Analysis field
Shows the number of open fluid samples, categorized by severity level.
Service Plans field
Shows the current VisionLink service plan(s).
Map area
A pin shows the precise location of the asset on the map.
Fuel Level area
Shows the Fuel gauge and the lifetime fuel consumed and is available for
assets with Cat® Utilization subscriptions.
Utilization area
Click Hours to see the number of working hours for a one day, seven day, and
30 day period.
Click Fuel to see the number of gallons / liters of fuel used for a one day,
seven day, and 30 day period.
4
Location tab
The Location tab shows the position and location history for the asset over a time period:
Item
Description
Calendar
Select the period that you want to view on screen. In this screen you can only select
up to 31 days.
Find button
Enter a specific location in the field and then press Enter. This centers the map.
Map Info
drop-down list
Select another map type, if required.
Asset
representation
A green dot shows the first position of the asset for the selected time.
The red dot shows the last position of the asset for the selected time.
Hover over a dot—its color changes to yellow
and an information pop-up appears that shows
the date and time, the number of hours that the
asset has worked, and its location at that point.
31
4
Alerts tab
The Alerts tab shows all alerts for the asset and their status for the selected period—you can
view either Open Alerts or the Alert History. An alert notifies you of a specific condition
detected by a device or the backend platform. See also Alert options, page 42.
Item
Description
Table
The table shows the following information:
• Alert Type: The alert type associated with the event. See Alerts tab, page 35.
• Title: Name selected by the user for the alert.
• Date: The date and time of the alert.
• Location: The location of the asset at the time of the alert.
• Status: The status of the alert. This can be Open or Resolved.
• Modified: This field contains the date and time when an alert is modified (that
is, when its status changes, see below).
• Modified By: The user ID of the person who modified the status of the alert.
Mark as Open If an alert is marked as Resolved, select the item in the table, and then click Mark
as Open. The description in the Status column changes from Resolved to Open.
Mark as
Resolved
32
If an alert is marked as Open, select the item in the table, and then click Mark as
Resolved. The description in the Status column changes from Open to Resolved.
4
Health tab
The Health tab shows information for the asset health—you can view a Fault Codes page and
a Fluid Analysis page. This information is available only if you have an active subscription for
this feature (s):
Fault Codes page
Fluid Analysis page
Item
Description
Table, Fault
Codes page
• Description: A description of the fault.
• Source: The machine sub-system causing the fault.
• Date: The date and time of the fault.
• Severity: Severity level (low, medium, high) of the fault.
• Hour Meter: Hours on asset when the fault occurred.
• Location: The location of the asset at the time of the fault.
Note – You can view the fault codes for a specific date range, and you select to
view either Events or Diagnostics faults or both.
Table, Fluid
Analysis page
• Sample Number: The identification number for the fluid sample.
• Source: The source of the fluid sample.
• Sample Date: Date that the fluid sample is taken.
• Meter Reading: The meter reading at the time that the sample is taken.
• Severity: Severity of the fluid analysis.
• Status: The status of the fluid analysis.
Note – You can view all open samples or a sample history.
33
4
System details tab
The System Details tab shows device and asset information:
34
Item
Description
Device
Information
pane
If a device is connected, this pane shows information related to that device,
including serial and part numbers and the firmware version.
Asset
Information
pane
This pane shows additional information on the asset, including the product family,
purchase date and model year, and the name and registration code of the
registered dealer.
ECM
information
pane
This table provides detailed information for the on-board ECMs of the selected
asset.
4
Alerts tab
An alert notifies you of a specific condition detected by a device or the backend platform.
Types of alerts include Site Entry or Exit, Inclusion and Exclusion Zones, Events, Diagnostics,
and Asset On, Asset Off, and Non-Reporting.
Emails or SMS messages can be sent to user(s) when an alert is created.
Open Alerts screen
This screen allows you to configure and display items that you want to be notified about. All
alerts appear on this screen, and can be sent to an email address or as an SMS. By default,
only open alerts appear on screen:
To clear an alert from the list, and move it to Alert History, select the required asset and then
click Mark as Resolved. The alert is moved automatically to the Alert History screen, see
below.
Tap Refresh to refresh the screen content.
Alert History screen
You can view all alerts (open and resolved) in the Alert History screen.
1.
To open the screen, click
:
2.
Select the date range for the alert history that you want to view, see Date range selector,
page 16.
35
4
All assets for the selected date range appear on screen:
3.
Do any of the following:
–
Select a resolved asset and then click Mark as Open to move the alert back to the
Open Alerts screen.
–
Select an open asset and then click Mark as Resolved.
The user ID of the person who makes the change, as well as the date and time when
the change is made, appears on screen.
–
To view historical alerts for an asset, double-click the row for an asset. This opens
the Asset Details screen at the Alerts tab, see page 32.
–
To return to the Open Alerts screen, click
.
Alerts for an individual asset are shown in the Asset Details screen, see Alerts tab, page 32.
36
4
Manage Alerts screen
In this screen, you can create, edit, or delete alerts if you are an Administrator, or if you are a
Standard user with permission to do so.
Note – If you select this option, but do not have permission to Manage Alerts, the View Alerts
screen appears:
From here you can view the alert configuration, but you cannot add, edit, or delete alerts.
Creating an alert
1.
Click
. The Manage Alerts screen appears, displaying all existing alerts:
Note – You can also access the Manage Alerts screen from the Administration tab.
37
4
2.
Click New Alert:
3.
In the Assets pane, do one of the following:
–
To create an alert that will apply to all assets, select the All Assets option. Continue
with Step 4.
–
To create an alert that will apply to selected assets only:
–
4.
38
a.
Select the Selected Assets option.
b.
From the Filter Available Assets by pane, select an option from the All Assets
drop-down list, and from the secondary list, if this appears.
c.
Use the arrow keys to move one or more of the assets from the Available Assets
to the Selected Assets list.
d.
Continue with Step 4.
To create an alert that will apply to selected groups only:
a.
Select the Selected Groups option.
b.
Use the arrow keys to move one or more of the assets from the Available
Groups to the Selected Groups list.
Click the Next - Set Alerts button.
4
5.
In the Alert Type tab, select an option from the Type pane:
6.
The options associated with each alert type appear in the Options pane when you select
it—in all cases, first select the Enable check box. This displays any sub-options:
7.
Depending on the selection you make, you may be required to make other entries, for
example, selecting the severity level for reporting. For more information, see Alert
options, page 42.
A cloud icon appears when you select an option—this also shows an indicator that
explains if the assets in the selection are valid for the alert type. The options are:
Icon
Description
All of the assets in your selection are valid for the alert type.
Any of of the following may apply:
• None of the assets in your selection are valid for the alert type.
• There is a previously configured zone on one or more of the assets.
• A subset of the assets in your selection are valid for the alert type.
39
4
A message describing the reasons for the indicator appears if you hover over the icon:
8.
Click the Next - Select Schedule button:
9.
In the Schedule tab, select the appropriate Alert Schedule. The options are:
–
All. Alerts are generated 24 hours a day, seven days a week.
–
Mon - Fri. Alerts are generated during weekdays only. The default time are 8 am to 5
pm, but you can select different times from the drop-down lists.
–
Sat - Sun. Alerts are generated during weekends only. The default time are 8 am to 5
pm, but you can select different times from the drop-down lists.
Note – You can select both Weekdays and Weekends, if required.
40
–
4
Customize. If you want to be alerted for a very specific period, for example, on
Weekdays from 10 am to 7 pm and on Saturdays between 11 am and 3 pm, select
this option, click-and-drag the hours that you want the alerts to be generated and
then click Save. Blue-colored times show when the selected alert(s) are active and
white shows when they are inactive:
Note – If you want to change the customized setup, click [Custom] in the Schedule tab. If you click
an active area, it changes to inactive, and vice versa.
10. Click Next - Select Contacts.
11. In the Contacts tab, use the arrow keys or drag-and-drop the required contact(s) from the
Available Contacts to the Selected Contacts list. Press Ctrl or Shift to select multiple
names:
You can also add, edit, or delete contacts. See Adding, Editing, or Deleting contacts,
page 45.
41
4
12. Click Next - Alert Details:
13. In the Title field, enter a title for the alert. This is a mandatory field.
14. Click Done - Save and Close.
Alert options
Note – Click
can apply.
to check whether there are any limitations on the devices to which these alerts
You can create any number of alerts. You can set up alerts for the following:
Alert type
Options
Description
Site Boundary
Site Entry
Site Exit
Enable site boundary alerts for all sites or for selected sites.
If you enable the Site Boundary alerts for selected sites only, you are
prompted to select the required sites—use the arrow button to move one
or more sites from the left to the right column.
42
4
Alert type
Options
Description
Zone Alert
Zone Library—
Inclusion and
Exclusion zones
Enable Zone Alerts for a specific zone.
The Zone Library contains a number of zones—click any item to view the
zone against a map background. Up to five zones can be associated with a
device.
To add a zone, click
.
Enter a title and then place a pin in the map to create a new zone. The red
pin is at the center of the zone; the green pin is on the outside boundary:
• Move the red pin to move the zone.
• Drag the green pin to increase or decrease the zone radius:
Use the arrow keys to add the zone to the inclusion or exclusion lists:
• A zone that is added to the Inclusion Zone appears in green on the
map:
• A zone that is added to the Exclusion Zone appears in red.
Once you have created a zone:
• You cannot change the zone.
• You can only delete the zone (click the X on the zone name) if the zone
is not used in any other alert.
43
4
Alert type
Options
Description
Fault Codes
Events
Diagnostics
Fault Codes alerts report on a range of selected faults, for example Access
Platform Lowered with Transmission in Gear.
You are prompted to select a type of fault (Events / Diagnostics) and set the
severity (where 3 = High, 2 = Medium, 1 = Low).
To customize the Fault Codes, if required:
a. Click Customize.
b. Select a fault description from the Exceptions pane, and then add it to
either the Always send alerts for or the Never send alerts for lists.
c. Click Save.
Fluid Analysis
Action Required
Monitor
No Action
Fluid Analysis alerts report on the priority of a fluid sample. The three
priority levels are: Action Required, Monitor, and No Action.
The priority is managed through the Caterpillar SOS system.
Fuel Loss
Fuel Level Change Fuel Loss alerts report when there is a drop in the fuel level between
engine stop and start times. This allows the system to notify the user when
there is a loss of fuel within the fleet.
44
4
Alert type
Options
Description
Asset Status
Asset On
Asset Off
Non-Reporting
Threshold (days)
Asset Status alerts report on the location and reporting status of assets. If
you enable Asset Status alerts, select one or more of the options listed. If
you select the Non-Reporting option, you can also enter a number of days
(maximum 31) in the Threshold (days) field.
Adding, Editing, or Deleting contacts
This is done in the Contacts step of the Manage Alerts wizard.
To add a contact:
1.
Click Add:
2.
Enter a name and email address.
3.
To send email messages to a cellphone, click the Mobile (SMS) check box. If you elect to
do this, the email address must be in a suitable format, for example
[email protected].
4.
Click Save.
To edit a contact:
1.
Select the contact you want to change and then click Edit.
2.
Make the required changes and then click Save.
To delete a contact:
1.
Select the contact you want to delete and then click Delete.
2.
Click Yes to confirm the deletion.
45
4
Editing an alert
1.
Select Manage Alerts. The Manage Alerts screen appears.
2.
Highlight the group that you want to edit and then click
3.
Follow the steps in If you select this option, but do not have permission to Manage
Alerts, the View Alerts screen appears: From here you can view the alert configuration,
but you cannot add, edit, or delete alerts., page 37 and make the required changes.
:
Note – You cannot change the alert type.
4.
Click Done - Save and Close. Changes are implemented immediately.
5.
Click Close to close the Manage Alerts screen.
Deleting an alert
46
1.
Select Manage Alerts. The Manage Alerts screen appears.
2.
Highlight the alert that you want to delete and then click
3.
Click Yes to confirm the alert deletion and then click Close.
:
4
Health tab
This tab contains the Fault Code and the Fluid Analysis screens.
Fault Codes screen
A fault code indicates an unacceptable state or condition. These conditions may be either
Diagnostic or Event Codes.
Fault codes are predefined. You select the fault codes that you want to be alerted to and
assign the required severity ratings in the Manage Alerts screen. See Manage Alerts screen,
page 37 and Alert options, page 42.
This screen initially shows only the asset IDs and the fault code totals for all fault types for
each asset. In the Totals column, a number in a red box represents the number of High
severity fault codes for that given asset; a number in an orange box represents the number of
Medium severity codes, and a number in a yellow box represents the number of Low severity
fault codes for the asset:
To change the display, you can do the following:
•
From the date range calendar, select the required time period. The default is the current
week. See Date range selector, page 16.
•
In the Show area, select to show All faults (default) or only Events or only Diagnostic
faults.
47
4
You can also clear one or more of the severity settings—for
example, if you clear the Low check box, only high and medium
totals appear on screen. Severity is classified according to the
manufacturer’s definitions.To view the fault descriptions, fault
type, severity, and location click the Asset ID:
Some the descriptions are hyperlinked to the Caterpillar® Service Information System (SIS)
application. This application provides a detailed problem description and troubleshooting
suggestions.
By default the page is sorted by the severity rating. However, you can sort the content by any
one of the columns by double-clicking the heading—for example, of you want to sort the
description in alphabetical order, double-click the Description heading.
To view more information on the particular asset, double-click the asset to open the Asset
Details screen: This screen will open at the Health tab. See Asset Details screen, page 29.
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4
Fluid Analysis screen
The Fluid Analysis screen shows the results of Fluid Analysis performed for selected assets:
To change the display, you can do the following:
•
From the date range calendar, select the required time period. The default is the current
week. See Date range selector, page 16.
•
In the Status area, select to show All results (default) or only results that have a status of
Confirmed Action Taken.
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4
Utilization tab
The Utilization tab contains the following three screens, Asset Utilization, Fuel Utilization and
Equipment Utilization, that provide an overview of asset use. Click Utilization and then select
the required screen.
Asset Utilization screen
The Asset Utilization screen gives an overview of hours and performance:
The screen contains a data table and a graph to help you to quickly analyze the information.
Data table
•
The Hours segment shows the idle time, working time, and runtime hours.
•
You can view data for any date range by selecting this from the Date range selector,
page 16. The screen above shows the total hours for a month.
Graph
The graph view shows a graphic representation of the selection made in the table view. You
can also drill down for more detailed information in the graph view, see Graph view, page 14.
50
4
Changing the expected runtime
Click the Settings option in the Asset Utilization screen to adjust the Expected Runtime for
each asset over the course of a week:
In the Settings screen, do one of the following:
•
To change the runtime for a single cell, double-click the cell and then enter the required
runtime:
51
4
•
To change the runtime for a group of cells:
a.
52
Hold down the Ctrl or Shift key and then select the required cells for one or more
days across one or more assets that you want to change. The cells appear in yellow:
b.
Enter a value in the New Expected Runtime field, for example 6.
c.
Click Apply.
4
Fuel Utilization screen
Note – Not all assets support these features and that you also need an active subscription. If this
is the case, a message appears. You can select to display these assets or to dismiss the message.
The Fuel Utilization screen shows the fuel burned, the hours, and the burn rate during idling,
working, and running. Running represents the total values for fuel use:
The screen contains a data table and a graph to help you to quickly analyze the information.
Data table
•
You can view data for any date range by selecting this from the Date range selector,
page 16.
Graph
•
To toggle between an Fuel Used graph and a Burn Rate graph, select the required option
from the drop-down list on the right of the screen:
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4
•
To view the total hours of fuel used for a single asset, click the bar on the graph that
represents the asset—to return to the main view, click reset:
Adjusting fuel types and burn rates
Settings in the Fuel Utilization screen allow the user to adjust fuel types and/or burn rates to
assets.
Click the Settings option in the Fuel Utilization screen:
In the Settings screen, do one of the following:
•
54
To change the burn rate (idle or working) for a single cell, double-click the cell and then
enter the required runtime:
•
4
To change the burn rate for a group of cells:
a.
Hold down the Ctrl or Shift key and then select the required cells for one or more
days across one or more assets that you want to change. The cells appear in yellow:
b.
Enter a value in the New Burn Rate field, for example 12 (the unit that this
represents is set in the Preferences screen).
c.
Click Apply.
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4
Asset Operation screen
This screen shows the days on which assets were in use for a calendar month. Use the scroll
field
to select the required month:
If you click any one of the green blocks, a daily view appears for all assets—click Month to
return to the Month view:
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4
Administration tab
From the Administration tab, you can access the Device Configuration screen, the User
Accounts screen, and the Manage Groups (see Groups, page 18), Manage Sites (see Sites,
page 23), and Manage Alerts screen (see Manage Alerts screen, page 37).
Device Configuration screen
Note – If you are a Standard user you will only be able to access this screen if you have been given
permission to do so.
The Device Configuration screen has two tabs:
•
The Reporting Configuration tab allows you to to configure the reporting functionality of
the telematics device on a given asset (see Configuring telematics devices, page 58).
Depending on the asset that you select from the Device Type drop-down list, you will be
able to adjust a range of inputs. In the following example, you can adjust the reporting
configuration, maintenance mode, and digital inputs:
57
4
•
The Digital Inputs tab allow you to configure the digital inputs to receive alerts:
Configuring telematics devices
58
1.
Select the required Device Type ( from the Filters menu).
2.
Select the asset(s) for which you would like to configure its associated telematics device.
3.
Click Configure Devices. The Reporting Configuration window appears:
4.
Make the required changes and then click Send.
4
Configuring digital inputs
1.
Select the required Device Type ( from the Filters menu).
2.
Select the asset(s) for which you would like to configure digital inputs.
3.
Click Configure Digital Inputs. The Digital Input Configuration window appears:
4.
Make the required changes and then click Send.
User Accounts screen (Administrator only)
In this screen you can add, edit, or delete user accounts.
Adding a user account
1.
Click Add User Account:
2.
Enter the user details, and set up a password.
59
4
3.
In the Account Type section, select whether the user will be a Standard user or an
Administrator. If you select Standard, the user can have view-only access, or you can
allow the user to manage groups, sites, or alerts, and change utilization settings and
device configuration. Any mixture of settings is possible.
4.
When you have completed all fields, click Save.
Changing a user account
In the User Accounts screen, select the user and then click Edit. You can now make the
required changes to the account.
Deleting a user account
In the User Accounts screen, select the user and then click Delete.
Reports
You can run the Report wizard from any screen. To do this:
1.
Click the down-arrow on the right side of the screen and then click Report Wizard:
2.
Select the type of report that you want to run and then click Next - Assets. The options
are:
–
–
Utilization:
–
Asset Utilization—this report provides an overview of how effectively assets are
being used.
–
Fuel Utilization—thisreport provides an overview of how much fuel is being
used by the assets.
Asset:
–
–
Health:
–
60
Asset History —this report provides a list of events reported by the device for a
single asset.
Fault Code Summary—this report provides a list of Events and Diagnostics
reported from the Engine Control Module (ECM) for the selected assets over a
given time frame. If you select this option, you can select the Type and Severity
from options shown on the right-hand side of the screen.
–
3.
4
You can also make a number of selections from the Filter Available Assets by list in
the Assets tab. For example, Operator ID uses the MMS technology to provide the
Operator ID for a given asset. If you select Operator ID, you can then select a report
type and time frame.
A description of the selected report appears on screen. You can also view a sample of the
report.
61
4
62
4.
Select the assets you want to run the report on and then click Next - Summary :
5.
In the Summary tab, you can review the report parameters, select a date range for the
report (see Date range selector, page 16) and then click Generate Report:
6.
When the report has been generated, click Close.

VisionLink Application Getting Started Guide

Transcription

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