Getting Started Guide MAN

Getting Started
Guide
GETTING STARTED GUIDE
VisionLink
Powered by Trimble
Version 2.6
Revision A
December 2012
Corporate Office
VirtualSite Solutions LLC
10355 Westmoor Drive
Suite #100
Westminster, CO 80021
USA
http://www.myvisionlink.com/
Copyright and Trademarks
2012, VirtualSite Solutions LLC. All rights reserved.
No part of this VisionLink 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 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 December 2012 release (Revision A) of the VisionLink
Application Getting Started Guide. It applies to version 2.6 of the
VisionLink software application.
VisionLink Getting Started Guide 3

Table of Contents
1 Introduction
About the product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Related information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Technical assistance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Your comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
2 Accessing and Navigating VisionLink

Accessing the software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Navigating the user interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Command Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Menu bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Page views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Setting a date range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Sorting column contents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Resetting the password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
3 Managing Assets
Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Save as Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Marking a group as a Favorite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Editing an asset group (Manage Groups wizard) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Deleting an asset group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Shared Asset Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Creating a Shared Asset View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Managing Shared Asset Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Deleting Shared Asset Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Viewing Shared Asset Views in Asset Details - System Details screen . . . . . . . . . . . . . 33
VisionLink Stores impact on active Shared Asset Views . . . . . . . . . . . . . . . . . . . . . . . . 33
Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Creating a site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Marking a site as a Favorite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Editing a site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Deleting a site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
4 Working with Pages

Fleet tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Fleet Summary page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Assigning an asset icon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Fleet Summary - Asset Details - Dashboard screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Alerts tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Alerts Summary page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Changing an alert status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Updating notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Manage Alerts wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Creating an alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Adding, editing, or deleting contacts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Marking an alert as a Favorite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Editing an alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Deleting an alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Reassigning an alert (Administrator only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Alerts permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Alerts Summary - Asset Details - Alerts screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Health tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Fault Codes page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Fluid Analysis page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Maintenance tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Maintenance Summary page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Working in the Maintenance Summary page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Maintenance Summary - Asset Details - Maintenance screen . . . . . . . . . . . . . . . . . . . 70
Completing a service from the Maintenance Summary page . . . . . . . . . . . . . . . . . . . . 73
Completing a service in the Asset Details screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Completing service early and completing overdue service . . . . . . . . . . . . . . . . . . . . . . 75
Generating a Print Service report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Configuring checklist, parts lists, and intervals for service levels . . . . . . . . . . . . . . . . . 77
Configuring checklist, parts lists, and intervals for independent intervals . . . . . . . . . . 80
Configuring major components tracking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Copying intervals from selected source asset to multiple target assets. . . . . . . . . . . . 84
Resetting intervals to default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Manual Maintenance page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Utilization tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Asset Utilization page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Changing the expected runtime. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Changing historical runtime values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Fuel Utilization page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Estimating burn rates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Asset Operation page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Known issue for on-board ECMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Administration tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Device Configuration page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Configuring telematics devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Configuring maintenance mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Configuring switches. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Configuring work definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
User Accounts page (Administrator only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
User Accounts wizard (Administrator only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Account Type and Options permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
System Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Address display in reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Known issues for reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

CHAPTER
1
Introduction 1
This manual describes how to set up and use Related information

VisionLink powered by Trimble. This
publication assumes that you know how to use Sources of related information include the
Windows operating systems. following:
Whats New in this Release a document
explaining the new and enhanced
About the product features, issue resolutions, and known
VisionLink is a telematics application. It allows issues (if any) for this version of
you to: VisionLink. Access it from the Help menu.
Manage assets using site boundaries, Glossary definitions of the fields used
asset groups, shared asset views, etc. in the application. Access it from the Help
menu.
Track assets hours, locations, and
odometer readings. Movies a number of tutorials enable
you to quickly obtain an overview of a
Create email or SMS (Short Message
specific function of the application.
Service) alerts to remotely manage your
Access them from the Help menu.
fleet.
API Documentation includes an
Manage asset fault codes and fuel
overview of the VisionLink API service
analysis results.
that enables dealers and users (clients) to
Track machine idling against working time seamlessly integrate information
(asset operation or utilization). remotely reported by VisionLink into
client applications, and a Programmers
Track fuel burn rates and volumes.
Reference that describes how to work
Measure asset utilization and efficiency. with the VisionLink API service. Access it
Adjust telematic device configuration. from the Help menu.
Helpthe software has built-in,
context-sensitive help that lets you
quickly find the information you need. To
access this, click the icon.

Introduction 1
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 ReaderFeedback@trimble.com.

CHAPTER
2
Accessing and Navigating VisionLink 2
In this chapter: This chapter describes how to start VisionLink

and navigate the user interface.
Accessing the software
Navigating the user interface
Setting a date range
Sorting column contents
Resetting the password

Accessing the software

1. Open your web browser and enter www.myvisionlink.com.
2. Enter your User Name and Password.
3. To use the interface in another language (or to reset it to English, select the required
language from the Language drop-down list.
4. Click Login.
Note You are allowed five unsuccessful login attempts before your account is locked. If
you forgot your password, see Resetting the password, page 21.
The VisionLink screen appears. When you log in for the first time, a welcome message
appears. If you have logged in before, the Fleet Summary page appears.
Navigating the user interface

d
e
c
g

The VisionLink application user interface has the following main areas:
Area Description
c Command Center Shows the Assets, Groups, and Shared Assets 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 , Groups , or Shared Assets icon to open or close a
list.
The selection made in the Command Center applies to all pages in the application.
See Command Center, page 11.
d Menu bar Provides access to Search, Preferences, Logout, and Help. See Menu bar, page 13.
e Tabs Shows major groupings of functionality. A drop-down arrow indicates that a tab
contains more than one page. See Tabs, page 15.
f Page view Display specific information for a selected asset.
g This example shows the Fleet Summary page, which is split into two parts:
The top part f shows a grid containing all current information for the selected
assets.
The bottom part g is a map view on which filtered assets are displayed.
Depending on the selected tab, the page may be split (as shown here), and the
bottom part of the grid may also show a graphical representation of the
information in the top part of the page.
See Page views, page 17.
Command Center
Tip To collapse the Command Center panel, click ; to expand the panel, click .
The Command Center allows you to access assets in several waysthrough All Assets,
Shared Assets, or Groups. To access the asset lists, click the appropriate heading.
Note VisionLink remembers the asset and group filters selected in the previous session.
The next time that you log into VisionLink, the same filtered assets and groups are
displayed in the Command Center.

All Assets
This list shows the total number of assets next to All Assets on the
header.
Click All Assets. All assets with active subscriptions are now shown
in the Fleet Summary page. When you double-click an asset on the
page, the Asset Details screen appears. This tabbed screen shows
all the information for the selected asset.
Note Assets that do not have active subscriptions are not visible.
Click Filters to show the filter options and then click the required
group bar to open a list of all filters associated with that group. When you select filter
options, the results are shown dynamically in the Fleet Summary page.
Note Depending on the filter options selected, a drop-down arrow appears at
the right of the page that allows you to create a new group based on your
selections.
Option Description
Account This category shows a list of all the accounts you hold.
Note VisionLink displays only those accounts with assets that have active
subscriptions.
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,
click the Any Site Boundary check box.
To add another site to this list, select Administration / Manage Sites. See
Creating a site, page 34.
Device Type This filter lists all the device types, based on the current fleet.
You can view any number of device types at the same time. To view all devices,
click the Any Device Type check box.
Note The Device Type NONE displays assets that have no telematics devices
(used for Manual Maintenance). See Manual Maintenance page, page 87.
Manufacturer This filter lists all manufacturers, based on the current fleet.
You can view any number of manufacturers at the same time. To view all
manufacturers, click the Any Manufacturer check box.
Product Family This filter contains predefined sets of assets grouped by product family, based on
the current fleet.
Click any item in the list to populate the assets associated with that product
family into each page in the application.
You can view any number of product families at the same time. To view all
devices, click the Any Product Family check box.
Model This filter lists all models, based on the current fleet.
You can view any number of models at the same time. To view all models, click
the Any Model check box.

Shared Assets
This list shows the total number of assets currently shared to this
organization. You can filter this information using familiar
Command Center filters such as site boundary, device type, etc.
This summary can be exported to a spreadsheet. See Shared Asset
Views, page 28.
Groups
This list shows the total number of groups that exist for a user or
site and that have been set up by the user. See Groups, page 23.
When you log in for the first time, a message No Favorite Groups
Found appears. To add groups to the list, set up your own group(s),
or mark Public Group(s) as Favorites, see Marking a group as a
Favorite, page 27.
When you select a group, the Filters options appear directly
below the selected group.
Selection summary
A summary of the selections made appears at the top of the page:
Menu bar
The menu bar allows you to access the following:
Searchsearches assets by Asset ID, Serial Number, Device ID (device serial number),
or All (default), which searches asset IDs, serial numbers, and device IDs.

You can enter whole or partial words or digits in the Search field. When you press
Enter, the assets displayed on the Fleet Summary and all other pages in VisionLink are
filtered by the Search criteria. VisionLink indicates the filter at the top of the page:
To remove the filter, click the icon in the Search Results area in the Command
Center.
Preferencesopens the Preferences screen where you set the following:
Tab Option Settings

General Time Zone Select the time zone from the drop-down list.
Language English (default) Polish
Chinese (Simplified) Portuguese
Czech Romanian
French Russian
German Spanish
Greek Swedish
Hungarian Turkish
Italian
Note You can also select the required language option when you
log in. If the translated text is too lengthy to display in VisionLink,
the text is abbreviated (indicated by ...). Hover the mouse pointer
over the abbreviation to see the complete text.
Units US Standard (default) Imperial
Metric
Asset Label Asset ID (default) Both
Display Serial Number
Note If you choose to display only one Asset Label (for example,
Asset ID) in a page, hover the mouse pointer over the displayed
asset label to see the other label (for example, Serial Number) in a
pop-up.
Meter Label Both Odometer
Display Hour Meter (default)
Date/Time Select the Date and Time formats and the separators (slash, dash,
Format colon, period) from the displayed options.
Location Display Site (default) Lat/Long
Address

Tab Option Settings

Currency Symbol $ (default)

Number Format Select the required number format. The options allow you to select
between a comma-delimited and period-delimited number.
Temperature Unit Celsius (default)
Fahrenheit
Password If available, change your password. Enter a new password and then
re-enter it to confirm.
Logoutclick to log out of the application. You are returned to the Login screen.
Helpaccess application help. You can access the Getting Started Guide (this
document), Whats New in this Release, a Glossary, a number of Movies, and API
Documentation. You can also access About, which provides additional information
about the application, including the build number.
Tabs
The following tabs are currently available:
Tab Page(s)
Fleet Fleet Summary: Overview of your fleet including hours, location, and last known
status. See Fleet tab, page 39.
Note If you add assets during this session, they will not be available in the
application until you log out and log back in.
To view the details of a particular asset, double-click. The Info window appears
on the map.
Settings (Administrator only): Click Settings to open the page. Allows you to
select a new icon for one or more assets. See Assigning an asset icon, page 40.
Alerts The number of currently open My Alerts and Public Alerts marked as Favorites
appears in red on the tab header . See Alerts tab, page 44.
Note The alerts for a specific asset are shown in the Asset Details screen (see
page 58) or the Fleet Summary page.
Alerts Summary: This page provides a list of alerts that can be filtered by a date
range and alert status. The default view is the current week. To select a date
range, see page 20.
The Show drop-down list allows you to filter the results to show All, Open, or
Resolved alerts.
Manage Alerts: The Manage Alerts wizard enables you to add a new alert, or edit
or delete an existing alert. See Manage Alerts wizard, page 46.
Note You can also access the Manage Alerts wizard from the Administration
tab.

Tab Page(s)
Health See Health tab, page 59.
Fault Codes: Contains information on fault codes, including source, code,
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.
Note For multiple fault codes, click the number in the Totals column to see lines
for each fault code. Hover the mouse pointer over the Description for each line to
see the number of times this fault code has been generated over a predefined
number of hours (for example, 168 working hours).
Where applicable, the fault code descriptions are hyperlinked to the Caterpillar
Service Information System (SIS) website and troubleshooting information. A
valid SIS license allows users to access this information.
Fluid Analysis: Contains information on the results of Fluid Analysis performed
on selected assets. The Status drop-down list allows you to filter your results to
show All, Confirmed, and Action Taken.
Note Only results from a Caterpillar or Caterpillar dealer fluid analysis
laboratory are supported.
Maintenance Shows the Maintenance Summary page that you can use to view overdue,
upcoming, and not pending services for selected assets. You can view the
Maintenance Summary page in either Asset View or Interval View. Click any
result to view details for that service, including Planned Maintenance (PM)
schedules and necessary parts. VisionLink lets you plan for future service by
projecting service schedules and predicting service due dates based on the
assets expected runtime or expected mileage. See Maintenance tab, page 65.
Utilization See Utilization tab, page 88.
Asset Utilization: Contains information on asset utilization, including hours
worked/idle/runtime; performance (expected runtime, working utilization,
running utilization, and efficiency). The bottom part of the page shows a
graphical view. See Asset Utilization page, page 88.
Fuel Utilization: Contains information on fuel use, hours, and burn rate while the
asset is idling and working. The bottom part of the page 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. See Fuel
Utilization page, page 96.
Note If idling and working time are not available, VisionLink displays the assets
total working or running time.
Asset Details - Hours & Location: Shows the meter readings and location history
for the asset over a selected time period. See Asset Details - Hours & Location
screen, page 104.
Asset Operation: Contains information on when assets were running for a
selected month. Click any box to see details for a given day for the entire set of
assets, then drill down to daily activity for a selected asset. See Asset Operation
page, page 105.

Tab Page(s)
Administration See Administration tab, page 108.
Device Configuration: Allows you to view and change Reporting Configuration,
Maintenance Mode, Switches, and Work Definitions. See page 108.
User Accounts (Administrator only): Allows you to edit, delete, and add user
accounts. See page 120.
Manage Alerts: Allows you to add, edit, or delete alerts. You can also access this
wizard from the Alerts tab. See page 46.
Manage Groups: Allows you to add, edit, or delete groups. See page 23.
Manage Shared Asset Views: Provides a means of sharing assets between
VisionLink organizations. See page 28.
Manage Sites: Allows you to add, edit, or delete sites. See page 37.
Page views
Each page shows information for the selected assets. Pages are divided into the following:
Area Description
c Message area Shows the filters selected in the Command Center for the data that appears on the
page.
d Grid area Contains textual information related to that page.
If you click an asset row in the grid view, this highlights the asset in the
corresponding map or graph view.

Area Description
e Map or graph Shows graphical information in map or graph format related to that page.
If you select an asset from the map or graph view, the corresponding asset row is
highlighted in the grid view.
To customize pages so that they display only the grid 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 grid view and show only the map / graph.
Click the down arrow to close the map view and show only the grid.
You can also drag the bar to create a specific split between the two items.
Map view
VisionLink uses several external mapping tools including Google Maps for its mapping
platform. All Google mapping functions work within VisionLink, including pan, zoom, and
zoom to rectangle.
Click Find in the upper right corner of the map to search for a geographic location
(such as a ZIP or Postal Code, city name, airport code, etc.). Click the button, enter a
location, and then either press Enter or click the magnifying glass. This centers the
map on the entered location:
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
(not available in VisionLink for China). For example, if you select
Terrain, you can see whether an asset is working on a mountain or
in a valley.
Select Display / All Assets to show all assets in the area. This also
shows assets that do not belong to a selected groupthese assets
appear in gray:

A number displayed instead of an asset indicates two or more assets are in the
area. This number changes as you zoom:
Select an option from the Label menu to add a label to the asset marker. For
example, if you select Fuel (% remaining), this appears on all asset marker labels
(if the assets have the ability to report this information, and the appropriate
subscription is active). Using this information, you could plan an efficient,
prioritized route for a fuel truck:
Note If Both Asset ID and Serial Number is set in Preferences, then you can select either
Asset ID or S/N to appear on asset marker labels.
Select the Details menu to configure the information that shows in the Info
window when you select an asset from the grid or from the map view:
Note If a dash appears in a field, this means that there is no information available for this
field.
Note A yellow flag is the default icon for an asset that does not match a product family
within the VisionLink software. Icons default to a yellow flag when the identifier that
associates the serial number to the appropriate asset icon is missing.
The grid and map view are linked. Selecting an asset highlights it in the grid and shows
the Info window regardless of whether you select this from the grid or from the map.

Graph view
If a graph is displayed (for example, in the Utilization tab), you can hover the mouse
pointer over any graph bar to view more information, or click any graph bar to drill down to
more detailed information for that bar.
Setting a date range

In many of the pages you can set the date range for which to view data. To do this:
1. Click the calendar icon . The Set Date Range screen appears:
2. Select the required option from the drop-down list. The default date range is the
current week.
If you select Custom, you must select dates in the From and To fields. Click the
calendars and then select the required dates. You can select a date range of up to
13 months for most VisionLink screens using the Custom option.
3. Click OK.
Sorting column contents

You can sort the contents of any column by clicking its heading. For example, if you want to
sort the Fleet Summary by Asset ID in alphabetical order, click the Asset ID heading. If you
want to sort the contents of other column(s) simultaneously, hold down the Ctrl key and
click the heading(s).

Resetting the password

1. Click the Forgot your Password? link. The Reset Password wizard appears:
2. Enter either your User Name or email address registered with VisionLink and click
Submit.
3. Acknowledge the Reset Password Instructions message by clicking OK.
4. Click the link in the VisionLink Password Assistance email. This link is active for one-
time use within 24 hours.
Note If you do not receive the VisionLink Password Assistance email within five minutes,
check to see whether your Spam filter has intercepted the email.
If you share an email address with other VisionLink users, contact your VisionLink
Administrator for assistance.
5. Enter the new password and click Save. If you enter an invalid password, the fields are
highlighted in red. For help, hover the mouse pointer over the question mark:
6. After your password has been reset, click Continue to log into VisionLink using the
new password.
Note Resetting the password automatically changes the password in User Accounts.
Users who log into VisionLink via Cat Single Sign-On (SSO) are not impacted by this feature.

CHAPTER
3
Managing Assets 3
In this chapter: This chapter describes how to manage assets by

creating groups, shared asset views, and sites.
Assets
Groups
Shared Asset Views
Sites

Managing Assets 3
Assets
An asset is any machine or equipment that a user wants to include in the VisionLink
application. For example, assets can include heavy construction equipment, on-road trucks,
and portable equipment (such as generators and light boxes).
All assets are set up in the system for users. For detailed information on individual assets,
double-click the asset.
Groups
A group is a customized set of assets. Performing tasks on a group enables you to work
more efficiently with multiple assets rather than working with each individual asset.
Note Only those assets with active subscriptions can be part of a group.
To help you find the groups that you work with most often, you can mark them as
Favorites. Favorite groups are indicated by an orange star icon . Only Favorite groups
are shown in the Command Center. You can:
Create personal groups (shown on the My Groups tab in the Manage Groups wizard)
By default, a personal group is a Favorite.
Select existing groups (created by others, marked as Favorites, and shown on the
Public Groups tab in the Manage Groups wizard).
Creating a personal group (My Group)
1. Do one of the following:
If you are logging in for the first time, a message No Favorite Groups Found
appears in the Command Center. Click this message to open the Manage Groups
wizard.

Managing Assets 3
From the Administration tab, select Groups. The Manage Groups wizard
appears. Any existing groups appear in the Public Groups tab:
Note If you apply a filter or run a search, the Save as Group option (see page 26) is
available from the drop-down arrow to the right of the page. You can also select this option
to open the Manage Groups wizard. If you use this option, the group is saved automatically
in the My Groups tab.
2. Click New Group:
3. In the Title field, enter a name for the asset group.

Managing Assets 3
4. From the All Assets drop-down list, select how you want to filter the available assets
(for example, by Device Type):
5. Depending on the choices you make, a search field or second drop-down list appears.
To further filter the Asset list:
Enter the required information in the Search field, and then press Enter:
Select an option from the drop-down list, if required:
6. 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.

Managing Assets 3
Select a single asset (or use Ctrl or Shift to select multiple assets) and then either
drag-and-drop or click to move it:
7. Click Save, and then click Close. Newly created groups appear on the My Groups tab,
are automatically identified as a Favorite group, and appear in the Groups list in the
Command Center.
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 page, and then select Save as Group.
2. Enter a title for the group, and then click Save.

Note If required, you can edit or remove assets from the selected assets before you save
the group.
3. Click Close. The new group is automatically identified as a Favorite group and
appears in the Groups list in the Command Center.

Managing Assets 3
Marking a group as a Favorite

You can mark any group as a Favorite from either the My Groups or the Public Groups tab.
All Favorite groups appear in the Groups list in the Command Center.
1. From the Administration tab, select Groups. The Manage Groups wizard appears.
2. Find the group that you want to mark as a Favorite, and then click :
3. Click Save and then click Close.

To remove a group from the Favorite group, click the Favorites icon again.
Editing an asset group (Manage Groups wizard)

Note If you are a Standard user, you can only edit groups on the My Groups tab. To edit
groups on the Public Groups tab, you must have Administrator access.
2. Find the group that you want to edit and then click :
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

Note If you are a Standard user, you can only delete groups on the My Groups tab. To
delete groups from the Public Groups tab, you must have Administrator access.

Managing Assets 3
2. Find the group that you want to delete and then click :
3. Click Yes to confirm the deletion and then click Close.
Shared Asset Views

The Shared Asset View feature provides a means of sharing assets between VisionLink
organizations. This feature allows any registered Dealer or Customer within VisionLink to
temporarily provide the view and control of one or more assets to other VisionLink
organizations while retaining ownership.
This feature is designed for asset owners who want to rent assets to other organizations for
a finite or open-ended period of time. Any of the following can create a Shared Asset View
partnership:
Dealer to Dealer
Dealer to Customer
Customer to Customer
Customer to Dealer
Shared Asset View introduces two new terms:
The asset owner is the Shared By organization, which is the organization granting the
view and control of assets to other organizations.
The organizations renting the assets are the Shared To organizations.
Shared assets are controlled by the Shared By organization users Admin rights. These
Admin rights, and any active service plans, belong to the assets and are granted to the
Shared To organizations for the duration of the rental period only. These rights enable the
Shared To organizations to create alerts, monitor asset efficiency through utilization, and
export data.
The asset owner can share the view of the same asset with as many organizations as
required. For example, an asset owner could share the view of an asset to the customer
who has physical possession of the asset and to the dealer who will perform its
maintenance during the rental period.
Note Only one level of a Shared Asset View can be created. The Shared To organization
cannot share its Shared Asset View with any other organization.

Managing Assets 3
Creating a Shared Asset View

Only the Shared By organizations users with Admin rights can create and manage Shared
Asset Views for Dealers, Customers, or Both Dealers and Customers. Shared Asset Views
are created and managed using the new Manage Shared Asset View wizard
(Administration Manage Shared Assets).
1. From the Administration tab, select Shared Assets. The Manage Shared Asset View
wizard appears. Any existing Shared Asset Views appear in the wizard.
2. Click New Shared Asset View. The New Shared Asset View wizard appears:
3. Click the Organization Type (Dealer, Customer, or Both Dealer and Customer).
4. Click the Search for Organization field.
5. Using the Smart Search feature, you can find Shared To organizations by name, Dealer
Code, or Universal Customer ID by typing at least three alphanumeric characters into
the field.
6. Select a single organization (or use Ctrl or Shift to select multiple organizations) and
then either drag-and-drop or click to move them to the Selected Organization
pane.

Managing Assets 3
7. Click Next - Assets.
8. In the Assets screen, you can filter the assets to be shared. Only the assets owned by
the Shared By organization are available for selection.
a. 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.
b. Use the arrow keys to move one or more of the assets from the Available
Assets to the Selected Assets list.

Managing Assets 3
9. Click Next - Summary.
10. Enter the Shared Asset View starting and ending dates (or No End Date for an open-
ended rental period). You can enter a Start Date of up to 13 months before the current
date. Do this if you want to share the assets history with the Shared To organizations,
so they can see how the assets have been maintained and utilized.
11. You can set an alert to notify you one week before the Shared Asset View expires. If no
action has been taken on this Shared Asset View when the End Date is reached, the
assets will disappear from the Shared To organizations view and control.
Note It is recommended that the Shared To organizations export this data as soon as
possible, because this history will not be available to them when the view expires.
12. Click Done - Save and Close.
13. Click OK to confirm the message about the Shared Asset View was created
successfully, and the email notification was sent to the selected organization(s).
14. Click Close.
Note When you create a new view, within five minutes a notification is sent to every user
with Admin rights in the Shared To organizations.
Managing Shared Asset Views

Shared Asset Views can be edited and deleted in the Manage Shared Asset Views wizard.
You can add or remove assets, change the rental period, and add or remove Shared To
organizations.

Managing Assets 3
1. From the Administration tab, select Shared Assets. The Manage Shared Asset Views
wizard appears.
2. Find the Shared Asset View that you want to edit and then click :
3. Make changes as required.

4. Click Done - Save and Close. When you save changes to the Shared Asset View,
VisionLink opens a Notes wizard and inserts a note about the update. You can enter
notes about what was done to the Shared Asset View in the Add Additional Notes
section.
5. Add additional notes as required and click Save.
6. Click OK to confirm the message about the Shared Asset View was updated
successfully, and the email notification was sent to the selected organization(s).
7. Click Close.
Note When you save changes to a view, within five minutes a notification is sent to every
user with Admin rights in the Shared To organizations.
Deleting Shared Asset Views

When you delete a Shared Asset View, VisionLink removes the view immediately from the
Shared To organization. You are not deleting the assets you are deleting the Shared To
organizations ability to view and control the assets. Deleting the Shared Asset View also
deletes any notes and history associated with the asset.
1. From the Administration tab, select Shared Assets. The Manage Shared Asset Views
wizard appears.
2. Find the Shared Asset View that you want to delete and then click :
3. Click OK to confirm the deletion and then click Close.

Managing Assets 3
Viewing Shared Asset Views in Asset Details - System Details screen

You can see every Shared Asset View, active or expired, for the selected asset in the Asset
Details - System Details screen. Your status as a user in the Shared By or Shared To
organization determines the details that you see. For more information, see System Details,
page 123.
VisionLink Stores impact on active Shared Asset Views

The following chart shows how certain functions performed in the VisionLink Store impact
active Shared Asset Views.
Function Description Contingency Impact

Device transfer Device removed from asset and Active service plans Shared Asset View is deleted
installed on another asset. must first be cancelled immediately. The assets are
in VisionLink Store. removed from the Shared To
Ownership Asset sold to new owner within organizations view and
transfer the current owners registered control.
dealer network. Active service
plans remain intact.
Asset sold to new owner outside Active service plans
of the current owners must first be cancelled.
registered dealer network.
Service plan Service plan cancelled for asset Essentials service plan Shared Asset View is deleted
cancellation with active Shared Asset View. cancelled. immediately.
Any other service plan Asset is removed
cancelled. automatically from Shared
Asset View.
Device Device removed from asset and Until device is activated When device is activated,
replacement replaced by another device. with valid service Shared Asset View is updated
plan(s), Shared Asset and made available
View is unavailable. automatically.
Service plan Asset owner purchases Device must be Additional service plan visible
activation additional service plan for asset. activated with in Shared Asset View from
additional service plan. time of activation until Shared
Asset View ends.
Sites
Sites enable you to organize assets by project or project phases, or to create alerts for
assets within a polygon geofence boundary. Sites replicate job sites, work sites, or other
locations such as rental yards or even areas to be avoided that you can define as a polygon
geofence. A site consists of all device-supported assets that are within the geofence
boundary since the last reported time.
A site differs from a zone, which is a circular area used only by PL121 and PL321 devices for
alerts. For more information about zones, see Alert options, page 51.

Managing Assets 3
Note Any site that you create will appear only on the My Site Boundaries tab. Existing
sites created by others are shown on the Public Sites tab. You must have Administrator
rights to edit or delete any sites from this tab.
Creating a site
1. From the Administration tab, select Sites. The Manage Site Boundaries wizard
appears:
Note All existing sites appear on screen.

2. Click New Site Boundary.
3. In the Title field, enter a name for the site.
If you want the site to be filled with color to make it
more visible on the map, click the Fill check box and
then select a color from the palette. The default fill
color is gray.
If you want to show only the site boundary, clear the
Fill check box and select a color for the site boundary.

Managing Assets 3
5. If required, you can navigate to a particular location on the map. Click Find, enter the
location in the search box, and then press Enter. A map of the location appears:
Note You can also use the map controls to navigate the map.
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 50)
on the map. The software automatically creates a closed shape. You cannot create
lines that cross each other:
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 are no points left.

Managing Assets 3
8. Click Save. Newly created sites are added to the Site Boundary filter (in the Command
Center) and to the Manage Site Boundaries wizard. The newly created site is
automatically selected as a Favorite. To view a different site, select it from the list:
Marking a site as a Favorite

You can mark a site as a Favorite from either the My Sites or the Public Sites tab. All
Favorite sites appear in the Site Boundary filter list in the Command Center.
appears.
2. Find the site that you want to make a Favorite and then click :

To remove a site from the Favorite site group, click the Favorites icon again.

Managing Assets 3
Editing a site
Note If you are a Standard user, you can only edit sites on the My Site Boundaries tab. To
edit sites on the Public Sites tab, you must have Administrator access.
appears.
2. Find 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.
Deleting a site
Note If you are a Standard user, you can only delete sites from the My Site Boundaries
tab. To delete sites from the Public Sites tab, you must have Administrator access.
appears.
2. Find 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 Pages 4
In this chapter: This chapter describes how to use the

VisionLink pages.
Fleet tab
Pages are the primary locations to find
Alerts tab information about the assets you work with.
Health tab Each page contains a particular set of
information.
Maintenance tab
Pages are arranged on the tabs according to the
Utilization tab information they contain. Each tab may include
Administration tab one or more pages.
System Details On each page, you can drill down to details for a
selected asset in an Asset Details screen that
Reports overlays the active page. The Asset Details
Export screen that appears depends upon which page
was active when you selected the asset. You can
navigate through each screen by clicking the
tabs at the top of the Asset Details screen.
You can rearrange the columns on every page by
dragging column headers to the desired
positions. VisionLink remembers the column
order the next time that you log in.

Fleet tab
Fleet Summary page

The Fleet Summary page 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.
Hour Meter provides some of the most important data for asset health.
Last Known Status can indicate potential issues. For example, if an asset has not
reported within the last seven days, this could indicate the Master Disconnect switch is
in the Off position or the device antenna is unable to transmit data:
Last Known Description Supported

Status Device Types
Awaiting First The asset is new, and its device has not yet reported All
Report
Asset On Ignition On/Engine On event received more recently PL420/PL421
than Ignition Off/Engine Off event* PL522/523
SNM940
Asset Off Ignition Off/Engine Off event received more recently PL420/PL421
than Ignition On/Engine On event* PL522/523
SNM940
Reporting The device has reported within the last seven days PL121/PL321
PL421 (with
GenSet)
Not Reporting The device has not reported within the last seven days All
*GenSets do not have an ignition, so they cannot report Asset On and Asset Off
events.
For assets associated with the GenSet product family, the PL421s Last Known Status
will show a Reporting Status when any information such as hours, location, or fuel
level has been sent from the device. This status changes accordingly when a GenSets
message such as Engine Starting, Engine Running, or Not Ready to Run is sent from the
device. If the PL421 is installed on older GenSets that do not support Ready-to-
Running states, the Last Known Status will show Reporting and Not Reporting.
Locations are reported based on the users Preferences and in the following order:
1 Site Name (if the asset is detected inside a predefined site boundary).
2 Address - If the asset is not within a site, VisionLink compares the lat/long with
the mapping tool results and displays the street address (if known) or city.
3 Lat/Long (if no address is available). In VisionLink for China, the lat/long is
replaced by a dash or is rounded to two decimal places, if the value is available.
Note Only those assets with active subscriptions are shown on the Fleet Summary page.

The remaining pages allow you to obtain more information on any issue:
Note If you chose to display only one Asset Label (Asset ID or Serial Number) in
Preferences, hover the mouse pointer over the asset label (for example, Asset ID) to see the
other asset label (for example, Serial Number) in a pop-up.
Assigning an asset icon

Icons are designed to differentiate assets for mixed fleets. To change the icon that appears
in the application for a given asset, you can assign a suitable icon. You must be an
Administrator and the owner of the asset to change the icon:
1. Click the button.
2. Highlight an asset in the Select Assets pane.
3. Select an icon in the Select icon pane. Icons are grouped as follows:
Icon Asset
Caterpillar yellow Caterpillar
Gray Non-Caterpillar with Caterpillar engine
Generic yellow with a blue Non-Caterpillar with non-Caterpillar engine (other OEM)
window (if applicable)

4. Click Apply.
Fleet Summary - Asset Details - Dashboard screen

To open the Asset Details screen, double-click an asset in the Fleet Summary page. The
screen opens at the Dashboard screen, which shows a summary of the assets main details:

Item Description
Asset ID Customer-defined ID for the asset.
Serial Number Manufacturer-assigned serial number for the asset.
Device Type Telematics device. If the asset does not have a device, NONE will appear.
Make/Model Manufacturers name and product name designation for the asset.
Customer Customer name.
Hour Meter Total number of hours the asset has run during its engines life.
Odometer If set to display in Preferences, total distance traveled by the asset during its
engines life.
Date Last Reported Time stamp of the last transmission received from the device associated with
the asset.
Location Physical address of the asset. This location may be the site, address, or the
lat/long set for Location Display in Preferences (except in VisionLink for
China, where the lat/long is replaced by a dash or is rounded to two decimal
places, if the value is available). If there is no site, address, or lat/long, a dash
is displayed.
Update button Updates and displays the assets current location.
Status Shows the current status of the asset. This information varies, depending on
the device type.
Open Alerts Shows the total number of open alerts. This is a summary of the alerts
contained in the Asset Details - Alerts screen. Click the number to open the
Asset Details - Alerts screen. See page 58.
Events Shows the events reported by the asset (such as overspeed), if applicable.
Click the number to open the Asset Details - Health screen (Fault Codes
screen).
Diagnostics Shows the number of codes generated by hardware failures or procedural
errors for the different severity levels (High, Medium, and Low), if
applicable. Click the number to open the Health screen (Fault Codes screen).
Fluid Analysis Shows the number of open fluid samples, categorized by severity level.
Service Plans Shows the current VisionLink service plan(s)/subscriptions.
Map area A pin shows the assets last reported location on the map.

Item Description
Fuel Level area For assets with an active Utilization service plan, this feature shows the fuel
level, lifetime fuel consumed, and if available, the last date and time that the
fuel level was received. This information can help you determine when to
refuel your assets. The Fuel Level gauge is grayed out when:
The assets status is Awaiting First Report
The asset does not have an active Utilization service plan
The fuel level readings are not supported (Fuel Level shows N/A)
A valid fuel level was received, but the Lifetime Fuel data is missing
The fuel level reading is missing, but valid Lifetime Fuel data was received
Utilization area Click Hours to see the number of idle, working, and running hours for today,
a seven-day, and a 30-day period.
Click Fuel to see the number of gallons / liters of fuel used for today, a seven-
day, and a 30-day period.
If vocational trucks in your fleet use the Power Take-Off (PTO) option to
power accessories from the engine, click PTO (Eng.) to see the number of
working (PTO Engine) and running (Non-PTO) hours for today, a seven-day,
and a 30-day period.
If vocational trucks in your fleet use the PTO option to power accessories
from the transmission, click PTO (Trans.) to see the number of working (PTO
Transmission) and running (Non-PTO) hours for today, a seven-day, and a 30-
day period.
Note The left pane of the Asset Details screen that contains the Asset ID, Serial Number,
Device Type, Make/Model, Account, Hour Meter and/or Odometer, Date Last Reported,
and Location remains visible regardless of the VisionLink page currently selected.

Alerts tab
An alert notifies you of a specific condition that takes place on an asset. Alerts are user-
defined, so you can be notified of the items that are important to you. VisionLink supports:
My Alerts - created by you
Public Alerts - created by anyone for use in the same account (available to all users in
the account when marked as Public)
Private Alerts - only for Administrators to manage alerts created by others (not marked
as Public and not available to Standard users)
Alerts are created and managed in the Manage Alerts wizard (see Manage Alerts wizard,
page 46). Emails or SMS can be sent to contacts when an alert occurs. For more
information, see Adding, editing, or deleting contacts, page 54.
To help you manage the alerts that you are most interested in, you can mark them as
Favorites (indicated by an orange star icon in the Manage Alerts wizard). Any alert
created by you is marked automatically as a Favorite. You can also mark any Public Alert as
a Favorite. See Marking an alert as a Favorite, page 55.
By default, all alerts are owned by the Primary VisionLink Administrator. An administrator
can reassign ownership to another user for the same account. These users must have
Manage Alerts permissions. See Reassigning an alert (Administrator only), page 56, and
Alerts permissions, page 57.
Alerts Summary page

The Alerts Summary page lets you filter My Alerts and Public Alerts marked as Favorites by
date range and status. Even though the alerts shown in the Alerts Summary page are
filtered, the total number of currently open My Alerts and Public Alerts marked as Favorites
is highlighted in red on the Alerts tab:

Note Alerts for an individual asset are shown in the Asset Details - Alerts screen. See
Alerts Summary - Asset Details - Alerts screen, page 58.
1. Select the date range for the alerts that you want to view. See Setting a date range,
page 20.
2. Select the status for the alerts that you want to view from the Show: drop-down list
(All, Open, or Resolved).
Note Only those assets with active subscriptions are visible on the Alerts page.
Changing an alert status

An alert is considered Open from the time that it occurred until the time that it is Resolved.
Each user determines the actions needed to resolve or open an alert. For example, if an
alert occurs for Site Exit during a weekday, then the operator should be contacted. If an
alert occurs for Site Exit during a weekend, however, this may indicate theft, and the
authorities may need to be contacted.
1. To change an alert status, click the asset
or
To change the status of more than one alert, press Ctrl or Shift and select multiple
alerts.
2. Click Change Status. VisionLink automatically attaches a Note to the alert(s), opens
the Notes wizard, and enters the status change:
3. You can enter additional notes, so that you can record a history of the actions taken on
this alert. Notes associated with status changes are permanent, but you can edit or
delete additional notes at any time.
4. Click Save, and then click OK to confirm the status change. The date and time the alert
status was modified is added to the Modified column. The name of the person
changing the status is added to the Modified By column.

Note Changing an alert status from Open to Resolved does not automatically resolve the
alert. For example, resolving an alert for an event or diagnostic code does not clear the
event or diagnostic code on the device itself. These codes must be cleared by authorized
service technicians in the field. When the code is cleared, then the alert can be resolved in
VisionLink.
Updating notes
You can add, edit, or delete notes attached to alerts at any time, not just when changing an
alerts status.
1. Click the Note icon in the Notes column. The Notes wizard appears, displaying the
Note History and a text box for added notes.
2. Enter a note and click Save. The note is added to the Note History, where it can be
edited or deleted:
3. To keep any changes, click Save, and then click Cancel to close the wizard.
Manage Alerts wizard

In this wizard, you can create, edit, or delete alerts if you are an Administrator or if you are
a Standard user with Alerts permissions. If you are a Standard user without Alerts
permissions, you will see only Public Alerts. For more information, see Alerts permissions,
page 57.

Creating an alert
1. Click . The Manage Alerts wizard appears. An alert marked as a Favorite
is indicated by the star icon . Alerts marked as Favorites are displayed at the top of
the wizard in alphabetical order, followed by alerts that are not marked as Favorites.
An alert marked as Public is indicated by the Public icon , which means it is
available for use by other users in the same account:
Note You can also access the Manage Alerts wizard from the Administration tab.
2. Click New Alert to open the New Alert wizard:

3. In the Assets screen, do one of the following:

To create an alert that will apply to all assets, select the All Assets option.
To create an alert that will apply to selected assets only:
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.
To create an alert that will apply to selected groups only:
a. Select the Selected Groups option.
Groups to the Selected Groups list.
To monitor assets only while they are inside a selected site, create a site-based
alert. When an asset enters the site, it is dynamically added to the site-based
alert. When an asset leaves a site, it is automatically removed from the site-based
alert. To create an alert that will apply to selected sites only:
a. Select the Selected Sites option.
Sites to the Selected Sites list. All assets that enter the selected sites will be
added to site-based alerts.
Note Zone Alerts and Site Exit Alerts cannot be created as site-based alerts.
4. Click the Next - Set Alerts button.
5. In the Alert Type screen, 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 click the Enable check box to display 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 51.
A dialog icon appears when you select an option. This also shows an indicator that
explains whether the assets in the selection are valid for the alert type. The options:
Icon Description
All of the assets in your selection are valid for the alert type.
Any 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.
Not all assets in the selection are valid for the alert type.
A message describing the reasons for the indicator appears when you hover the
mouse pointer over the icon:
8. Click the Next - Select Schedule button:
9. In the Schedule screen, 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 times 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 times 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.
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 bars show when the selected alert(s) are active:
Note If you want to change the customized setup, click [Custom] in the Schedule screen. If
you click an active area, it changes to inactive, and vice versa.
10. Click Next - Select Contacts.
11. In the Contacts screen, 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:
Note To help users managing more than one account, the name of the account associated
with an alert appears in the email or SMS.
You can also add, edit, or delete contacts. See Adding, editing, or deleting contacts,
page 54.

12. Click Next - Summary:
Note By default, all alerts are owned by the Primary VisionLink Administrator. An
Administrator can reassign ownership to another user for the same account. See
Reassigning an alert (Administrator only), page 56.
13. When you create an alert, by default it is marked as a Favorite. This means that the
alert is listed on your My Alerts tab. If your alert is not marked as Public, then it is
listed on the Private Alerts tab for the Primary VisionLink Administrator. It is not
visible to other users. To make this alert available to other users in the same account,
click the Mark as Public Alert check box.
Note When other users in the same account open the Manage Alerts wizard, they will see
your public alert on their Public Alerts tab, but it is not marked as a Favorite.
14. In the Title field, enter a title for the alert. This is a mandatory field.
Alert options
Note Where available, click to check whether there are any limitations on the devices
to which these alerts can apply.
You can create any number of alerts. You can set up alerts for the following:
Alert type Options Description

Site Boundary Site Entry Enable site boundary alerts for all sites or for selected sites.
Site Exit If you enable the Site Boundary alerts for selected sites only, you are
prompted to select the required sitesuse the arrow button to move one
or more sites from the left to the right column.
Note This alert is not supported by the PL121 or PL321.


Zone Alert Zone Library Enable Zone Alerts for a specific zone.
Inclusion and Note This alert requires a PL121 or PL321.
Exclusion zones
The Zone Library contains a number of zonesclick any item to view the
zone against a map background. One inclusion and up to five exclusion
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.
Fault Codes Events Fault Codes alerts report on a range of selected faults; for example,
Diagnostics 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 list.
c. Click Save.
Note For Caterpillar assets, the make/model and a hyperlink to the Cat
SIS website are included in Alert notifications.


Fluid Analysis Action Required Fluid Analysis alerts report on the priority of a fluid sample. The three
Monitor priority levels are: Action Required, Monitor, and No Action.
No Action The priority is managed through the Cat SOS Services website.
Note For Caterpillar assets, the make/model and a hyperlink to the Cat
SOS Services website are included in Alert notifications.
Asset Status Asset On Asset Status alerts report on the location and reporting status of assets. If
Asset Off you enable Asset Status alerts, select one or more of the options listed.
Non-Reporting The Asset On option works differently for the PL420/PL421/PL522/523
Threshold (days) and PL321. It can alert on Asset On Key Switch for the
Movement with PL420/PL421/PL522/523, and Asset On (if configured) for the PL321.
Asset On The Asset Off option requires a PL420/PL421 or PL522/523.
Movement with If you select the Non-Reporting option, you can also enter a number
Asset Off of days (maximum 31) in the Threshold (days) field.
If you select the Movement with Asset On or Movement with Asset
Off, the alert is triggered when the asset moves a minimum of 300
feet or an on-board motion sensor senses activity (supported by the
PL420/PL421 and SNM940). This allows the system to identify
potential theft situations.
Fuel Loss Fuel Level An alert generated when the fuel percentage remaining changes between
Change the Engine Off event and Engine On event, as defined by the users
settings.
Note This alert is not supported by the PL121 or PL321.
Maintenance Service Due When selected, the system notifies the user of the next service due. This
Alerts can be in either hours, days, or mileage (miles or kilometers). When you
Hours select the option, you can also enter a number of hours, days, or
Days miles/kilometers.
Mileage Note This alert requires a PL420/PL421, PL522/523, or SNM940.
Power Loss Power Loss Alerts Power Loss alerts report when main power is cut to a device.
Note This alert requires a PL420 or PL421, which have a backup battery.
Generator Engine Stopped Generator alerts report generator-specific status alerts. GenSets
Engine Running equipped with an EMCP provide specific generator status messages that
Engine Cool can be set as alerts.
Down Note This alert requires a PL421.
Engine Stopping
Not Ready to Run
Load Distance Load Distance An alert generated when the asset or group of assets exceeds a set
Miles distance by a user-defined margin for a load count. Use this alert to warn
you of asset inefficiencies and over-utilization on sites.
Note This alert requires a subscription to Project Monitoring and a
PL420/PL421, PL522/523, or SNM940.
Project Enable Tag file An alert generated when an automatic tag file process fails (for example,
Monitoring Specific Status when information is missing from the tag file, parameters are invalid,
Alerts etc.). The default reporting frequency is every 6 hours.
Note This alert requires a subscription to Project Monitoring and a
PL420/PL421, PL522/523, or SNM940.

Adding, editing, or deleting contacts

This is done in the Contacts screen 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 mobile phone, click the Mobile (SMS) check box. If you
elect to do this, the email address must be in a suitable format for the mobile carrier;
for example, 12345678@txt.att.net. Contact your mobile carrier to determine the
correct format.
Note Clicking this check box only formats the data to be readable as an SMS. If this check
box is selected for an email account, it is possible that not all information will be delivered
to the email address.
Sending SMS to a mobile phone is not supported in VisionLink for China.

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.

Marking an alert as a Favorite

1. Select Manage Alerts. The Manage Alerts wizard appears.
2. Find the alert that you want to mark as a Favorite, and then click :
To remove the Favorites icon, click the Favorites icon again.

3. Click Close to close the Manage Alerts wizard.
Editing an alert
2. Find the alert that you want to edit, and then click :
3. Follow the steps in Manage Alerts wizard, page 46 and make the required changes.
Note You cannot change the alert type.
4. Click Done - Save and Close. Changes are implemented immediately.

Deleting an alert
2. Find the alert that you want to delete, and then click :
3. Click Yes to confirm the alert deletion, and then click Close.
Reassigning an alert (Administrator only)

This is done in the Summary screen of the Manage Alerts wizard. To reassign an alert:
1. Click the Edit icon . The label changes to Change Owner, and a field is provided for
typing.
2. Click the drop-down arrow and select the user name from the list
or
Click within the field, type several characters from the user name, and select the
name. To start over, click the Undo icon .
3. Make other changes as required, and click Done - Save and Close. Changes are
implemented immediately.
Note The alert owners name appears when users hover the mouse pointer over the alert
name in the Manage Alerts wizard.

Alerts permissions
VisionLink users are granted the following Alerts permissions:
User Alerts permissions

Administrators Have full access to Private Alerts, which were created by other users
who did not mark the alerts Public
Reassign alerts to other users
Create new alerts
Mark Public Alerts as Favorites
Edit, delete, resolve, and add notes to any alert in the Alerts
Summary page
Note All notes entered by Standard users are updated when the notes
are edited by Administrators
Standard users with Create new alerts
Manage Alerts Mark Public Alerts as Favorites
permissions Edit, delete, or add notes to any alert in the Alerts Summary page
Resolve and add notes to any alert created by another user
Standard users without Mark Public Alerts as Favorites
Manage Alerts View Public Alert configurations
permissions Edit, delete, and add notes to any alert in the Alerts Summary page

Alerts Summary - Asset Details - Alerts screen

The Asset Details - Alerts screen shows all alerts for the asset and the alert status for the
selected date range. See also Alert options, page 51.
Item Description
Grid The grid shows the following information:
Title: Name selected by the user for the alert.
Alert Type: The alert type associated with the event.
Description: Provides more details about the following alert types: Site
Boundary - Site Entry and Site Exit, Fault Codes, Fluid Analysis, Asset Status -
Non-Reporting, Fuel Loss, and Maintenance - Service Due.
Date: The date and time of the alert (determined by each assets physical
location).
Location: The location of the asset at the time of the alert. This location may
be the site, address, or the lat/long set for Location Display in Preferences.
Note If the Location Display is set to Site, but the alert occurred in a place other
than a site, then VisionLink displays the address.
Status: The status of the alert. This can be Open (default) or Resolved (as
defined by the user when changing the status).
Notes: Indicates that a note can be added to the alert.
Change Status Changes the status of the selected alert from Open to Resolved or Resolved to
Open. The description in the Status column changes and the number highlighted
in red is updated to reflect the change.

Health tab
This tab contains the Fault Code and the Fluid Analysis pages. This information is available
only if your assets have an active Health subscription, and your device supports it. Fault
code reporting and fluid analysis results are not supported by the PL121 or TrimTrac.
Fault Codes page

A fault code indicates an unacceptable state or condition. These conditions can be either
Diagnostic or Event Codes:
Diagnostics are codes generated by hardware failures or procedural errors.
Events are codes generated by the operators use and generally are preventable.
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 wizard. See Manage Alerts wizard,
page 46 and Alert options, page 51.
This page initially shows the asset IDs and the fault code totals for all fault types for each
asset for the current week starting Monday at 12:01 a.m. for the time zone set in
Preferences. In the Totals column, a number in a red box represents the number of High
severity fault codes for a given asset; a number in an orange box represents the number of
Medium severity fault codes, and a number in a yellow box represents the number of Low
severity fault codes for the asset. The manufacturers definitions classify code severity.
By default, High severity fault codes are shown at the top of the page, followed by Medium
severity fault codes (if any) and Low severity fault codes (if any). If no fault codes are
reported by the asset during the selected date range, a dash appears in the Totals column:
To change the display, you can do the following:

From the date range calendar, select the required time period (up to 13 months). See
Setting a date range, page 20.
In the Show area, select to show All faults (default), or only Events or only Diagnostic
faults.
You can also clear up to two of the severity settingsfor example, if you clear the Low
check box, only high and medium totals appear on the page.
Note You must select at least one of the severity settings.

To view the fault descriptions, source, code, date, severity, and location, click the asset:
Item Description
Totals: The fault code totals for all fault types for each asset for the selected
date range. The default date range is the current week starting Monday at
12:01 a.m. for the time zone set in Preferences.
Description: A description of the fault.
Note For mixed-fleet owners with J1939 Data Link devices, VisionLink
differentiates between the descriptions of certain diagnostic codes from
Caterpillar-specific assets and OEM assets that report fault codes. VisionLink uses
the Caterpillar description for the code and diagnostic description for Caterpillar
and Caterpillar-family assets. For the OEM assets, VisionLink uses the 2011 SAE
Standard descriptions for the code. If a Description is not available, VisionLink
displays a dash.
Source: The machine sub-system causing the fault. VisionLink uses the ECM
Description data to indicate which ECM is displaying specific diagnostics. See
System Details, page 123.
Note J1939 fault code descriptions and ECM source names are from the J1939
specification.
Note Asphalt Compactors use an ECM that does not support J1939 fault codes.
Code: Event codes display as EID: xxxx (Event Identifier) and Diagnostic codes
display as CID: xxxx FMI: xxxx (Component Identifier, Failure Mode
Identifier).
Note The PL421 reports SPN/FMI codes of the fault codes, the date and time the
fault occurred, and the fault code severity based on the lamp status sent with the
fault code.
Date: The date and time of the fault.
Severity: Severity level (low, medium, high) of the fault.
Location: The location of the asset at the time of the fault. This is not
supported by the PL321 or PL121.
Map By default, the map view is hidden. Click the up arrow on the separator bar to
show the map. Select an asset in the grid to highlight the asset on the map.

Where applicable, the fault code descriptions are hyperlinked to the Caterpillar Service Information
System (SIS) website and troubleshooting information. A valid SIS license allows users to access this
information.
Hover the mouse pointer over the Description for each line to see the number of times this
fault code has occurred over a predefined number of hours (for example, every 168
working hours).
By default, the page is sorted by the severity rating. However, you can sort the content by
any column by double-clicking the headingfor example, if you want to sort the
description in alphabetical order, double-click the Description heading.
Fault Codes - Asset Details - Fault Codes screen

Double-click an asset to view the Asset Details - Fault Codes screen. The Asset Details -
Fault Codes screen shows asset-specific Events, Diagnostics, or both fault codes:
In addition to the details available on the Fault Codes page, this screen shows the
following:
Item Description
Hour Meter: Hours on asset when the fault occurred.
Odometer (if set to display in Preferences): Asset odometer reading when the
fault occurred (if applicable).

Fluid Analysis page

The Fluid Analysis page shows the status of fluid samples performed for selected assets.
This page initially shows the asset IDs and totals for all fluid samples, per fluid analysis
severity level for each asset, for the current week starting Monday at 12:01 a.m. for the
time zone set in Preferences. In the Totals column, a number in a red box represents the
number of fluid analyses classified as High (Action Required) severity, a number in a yellow
box represents the number of fluid analyses classified as Medium (Monitor) severity, and a
number in a green box represents the number of fluid analyses classified as Low (No
Action) severity for the asset. The manufacturers definitions classify fluid analysis severity
levels.
By default, High severity fluid analyses are shown at the top of the page, followed by
Medium severity levels (if any), and Low severity levels (if any). If no fluid analysis severity
levels are reported for the asset during the selected date range, a dash appears in the
Totals column:
To change the display, you can do the following:

From the date range calendar, select the required time period. See Setting a date
range, page 20.
In the Status area, select to show All samples (default), or only samples that have a
status of Confirmed or Action Taken.

To view the fluid analysis, lab number, source, sample date, meter reading, severity, and
status, click the asset:
Item Description
Totals: totals for all fluid samples, per severity level for each asset, for the
current week starting Monday at 12:01 a.m. for the time zone set in
Preferences.
Lab Number: The identification number for the fluid sample.
Source: The source of the fluid sample.
Sample Date: Date that the fluid sample was taken.
Meter Reading: The meter reading at the time that the sample was taken.
Severity: Severity of the fluid analysis.
Status: The status of the fluid analysis based on whether action has been
taken to address the severity levels. Only results from a Caterpillar or
Caterpillar dealer fluid analysis laboratory are supported.
The Lab Numbers for fluid analyses performed at a Caterpillar SOS laboratory are
hyperlinked to the SOS Services website. To access the SOS Services website, click the
link and log on with your credentials.
Note You cannot change the fluid sample status in VisionLink. You must change the status
in the SOS Services website.

Fluid Analysis - Asset Details - Fluid Analysis screen

The Asset Details - Fluid Analysis screen shows asset-specific fluid analysis severity levels.
By default, the Open Samples screen is shown:
In addition to the details available on the Fluid Analysis page, the Open Samples screen
shows the following:
Item Description
Meter Reading: The meter reading at the time that the sample is taken.
Sample History: A link to the Sample History screen, where you can view the
history of actions performed on samples for up to 13 months.

Maintenance tab
Maintenance Summary page

The Maintenance Summary page provides a fleet view of your current maintenance status,
so that you can quickly make decisions on overdue and upcoming maintenance.
VisionLink tracks maintenance in intervals, which encompass the service to perform and
when to perform the service. VisionLink supports several types of intervals:
Cumulative intervals (service levels), which are intervals that are interdependent and
occur on a recurring schedule.
Independent intervals (incremental intervals), which are intervals that do not depend
on other intervals.
Major components tracking, which enables you to track manufacturers
recommended service on assets major components. For example, major component
service could be rebuilding a transmission, replacing an engine, or reconditioning a
drive shaft.
You can configure up to four service levels, known as Planned Maintenance, or PM 1-PM 4,
per asset. Typically, these service levels cover the manufacturers recommended
maintenance schedules based on an assets engine runtime hours (or mileage):
Service Level
(Hours)
PM 1 250
PM 2 500
PM 3 1000
PM 4 2000
Because PM 2 service includes PM 1 service, PM 2 is considered a higher service level than

the lower service level PM 1. Because PM 3 service includes PM 1 and PM 2 service, PM 3 is
considered a higher service level than the lower service levels PM 1 and PM 2, and so on:
Not all PM service can be completed at the scheduled intervals. Because the PMs are
interdependent, when you complete a higher service impacts the next service due for
lower service(s). See Completing service early and completing overdue service, page 74.

You can configure as many incremental intervals as required per asset. Typically, these
intervals cover major service to be performed at certain hours or mileage, regardless of
when PMs were performed:
Note VisionLink lets you plan for future service by projecting service schedules and
predicting service due dates based on the assets expected runtime or expected mileage.
See Asset Utilization page, page 88.
When you navigate to the Maintenance page, a maintenance guidelines disclaimer
appears:
To continue to the Maintenance Summary page, click Close.

By default, the Maintenance Summary page shows all maintenance statuses, with the
most overdue service interval first. All overdue and upcoming services are visible for each
asset on the Maintenance Summary page and the Service Due report:
Item Description
Make/Model Shows asset make and model, which enables you to sort and view assets by
Make/Model for more efficient fleet maintenance management.
Hour Meter Shows the latest reading reported from the asset (or Odometer, if set to display
in Preferences).
Totals column Contains up to 3 numbers. It shows maintenance due in the order of the most to
the least overdue:
A number in a red box represents the total number of Overdue services for
the asset
A number in a yellow box represents the total number of Upcoming services
for the asset
A plain number represents the total number of Not Pending services for the
asset
If no service is overdue, upcoming, or not pending (for example, for an asset that
is not reporting), a dash is displayed.
To see all services for the asset, click the drop-down arrow next to the asset icon
to expand the row. All services are shown, even if both higher and lower ranked
intervals are due. For example, if PM 1, PM 2, and PM 3 are overdue, all three are
listed in the expanded rows.
Note When there are no overdue or upcoming services due for an asset, then
you will see a number and drop-down arrow for Not Pending. This is helpful for
scheduling technicians to go to customer sites to service assets. The technician
could perform the next service that will become due even if its not pending now.
This saves time and money, and reduces repeated trips by the technician.

Item Description
Next Service Shows all services that are overdue or upcoming for each asset. By default, the
services are sorted by severity and Asset ID (or Serial Number, if set to display in
Preferences).
Service Due Shows the following for each service interval:
Hours: Asset engine hours until the next service interval is due. Overdue
service intervals are displayed as negative hours. If VisionLink is tracking
service by mileage instead, N/A is displayed.
Mileage: Asset mileage until the next service interval is due. Overdue service
intervals are as negative miles. If VisionLink is tracking service by hours
instead, N/A is displayed.
Days: Days until the next service interval is due, based on the assets
expected runtime. Overdue service intervals are displayed as zero (0) days.
Location Shows the assets last reported location. This location may be the site name,
address, or the lat/long (except in VisionLink for China, where the lat/long is
replaced by a dash or is rounded to two decimal places, if the value is available).
Complete Opens the Complete Service wizard, where you enter the required information:
Service button Date the service was completed
The Hour Meter and/or Odometer reading when the service interval was
marked complete
Who performed the service
(Optional) Notes related to the service performed
Map By default, the map view is hidden. Click the up arrow on the separator bar to
show the map. Select an asset in the grid to highlight the asset on the map.
Viewing by Asset or Interval

The Maintenance Summary page can be displayed in one of two views:
Asset View, which is the default expandable view
Interval View, which shows service intervals sorted by intervals
Select the View: control at the top of the page to sort the Maintenance Summary based on
a specific interval type. For example, you have scheduled a service technician to perform a
PM1 at a job site. If other assets at that location are due or nearly due for a PM1, it would
save time and money for the technician to perform the service on other assets. This
Interval view makes it easier to see which assets could have the same service while the
technician is on premises.
In the Interval view, each interval is displayed in a separate row. The overdue services are
displayed first, followed by upcoming and not pending.
Either view can be exported to a spreadsheet using Export functionality.
Filtering intervals
To filter the information, select from the Show: drop-down list:
Overdue: A service interval has passed the desired hour meter or odometer reading.

Upcoming: A service interval is within 100 hours or 1000 miles/kilometers of being

due.
Not Pending: A service interval is outside of 100 hours or 1000 miles/kilometers of
being due.
Manual Maintenance option

The Manual Maintenance option opens the Manual Maintenance page, which enables
you to manually manage your maintenance program if you do not have telematics devices
on some of your assets (for example, service trucks). See Manual Maintenance page,
page 87.
Working in the Maintenance Summary page

In the Maintenance Summary page, you can do the following:
Sort the information by clicking the column header.
Sort by additional columns. For example, in Interval View, you can sort all PMs by
Location. To do this, sort the Next Service column to group the PMs, hold down the
Control key, and click the Location column.
Click a row and click Complete Service. See Completing a service from the
Maintenance Summary page, page 73.
Double-click an asset to see the Next Service due
or
Expand a row and double-click a specific service level to see that services details in
the Asset Details screen. See Maintenance Summary - Asset Details - Maintenance
screen, page 70.
Note VisionLink automatically updates non-customized service levels when PM intervals,
checklists, and parts are updated by Caterpillar. You will not be notified when these PM
items are updated in VisionLink. Instead, the updates are available the next time you log in
to VisionLink. Completed service history is not impacted by updated service levels.
However, if you have customized any of these PM items, VisionLink will not overwrite
your changes. You can apply the updates using Reset Intervals to Default (see Resetting
intervals to default, page 86). It is your responsibility to update customized PM items.
Generator-specific PM schedules, checklists, and parts lists are not available via the Cat
data feed. Contact your Cat Dealer for more information.

Maintenance Summary - Asset Details - Maintenance screen
Navigating the Asset Details screen

This screen shows the Next Service due for the selected asset or the selected service
intervals details in the Asset Details screen.
The top pane contains information about a service interval (c through i)
The bottom pane contains information about all service intervals for the asset (j and
k):
Key Area Description

c Service interval Shows name and status of the Next Service due or the selected service intervals
name and status details. Status is indicated by the following icons:
Red circle with white exclamation mark: Overdue service
Yellow circle with black exclamation mark: Upcoming service
No circle: Service not pending
To see and select other service intervals due for this asset, click the drop-down
arrow.
d Service Due Differs according to the selection on Maintenance Summary page:
Due at (Hours/Mileage) for the most overdue service interval first for the
selected asset or
Due at (Hours/Mileage) for the selected service interval
Overdue by or Due in (Hours/Mileage)
Due date (based on the assets expected runtime or expected mileage)
e Checklist tab Shows the Manufacturers or user-entered checklist for the service interval (default
view). To see part(s) for the selected checklist, click the drop-down arrow.

Key Area Description

f Parts tab Shows the list of all part numbers and names required for the service interval.
g Complete tab Opens the Complete Service screen, populated with details for the selected service
interval. See Completing a service in the Asset Details screen, page 74.
h Print Service Opens the Print Service wizard, where you can enter notes, and generate a .pdf
button that you can print, save, and email. See Generating a Print Service report, page 75.
i Order Parts Opens the Caterpillar Service Information System (SIS) website in a new browser
button window. This button is not available when parts are not associated with a service.
j Planned Services Default view. Shows all service levels, independent intervals, and major
tab components (if any) in bar graphs for the asset. The bars are shown according to
the most overdue service to not pending in descending order.
See Understanding the bars in Planned Services, page 72
k History tab Shows the service history for the asset in a grid, in descending chronological order.
Columns include:
Date the service interval was completed
The service interval performed
Who performed the service interval
Who marked the service interval complete in VisionLink
The Hour Meter and/or Odometer reading when the service interval was
marked complete
Service notes entered when the service interval was marked complete
Service history can be edited or deleted by Administrators and Standard users with
Maintenance permissions:
Edit opens the Complete Service wizard, where you can change service interval
details
Delete removes the completed service record. The service level is added back to
the assets maintenance schedule.
Note If the asset has had no service completed, No history available is
displayed.
See Completing a service in the Asset Details screen, page 74.
l Expands and collapses the view of the service interval details (top pane) or all
service intervals (bottom pane).
m Manage Service Opens a menu of options:
button Service Levels - Configure service levels, including checklists and parts. See
Configuring checklist, parts lists, and intervals for service levels, page 77
Independent Intervals - Configure independent intervals, including checklists
and parts. See Configuring checklist, parts lists, and intervals for independent
intervals, page 80.
Major Components - Configure major component tracking. See Configuring
major components tracking, page 82.
Copy Intervals - Copy service intervals from a selected (source) asset into
multiple (target) assets for the same account. See Copying intervals from
selected source asset to multiple target assets, page 84.
Reset Intervals to Default - Resets service intervals to manufacturers default
maintenance schedule. See Resetting intervals to default, page 86.

Understanding the bars in Planned Services

Each bar in the Planned Services section helps you see at a glance how far along (in hours
or mileage) the asset is within each service cycle. The color of the bar represents the
service due status:
Red - Overdue Service
Yellow - Upcoming Service
Gray - Not Pending Service
The bars have fixed ranges, and are updated based on the first daily report or last report of
the day (depending on configuration and device type). In this example, PM3 is overdue by
3,000 hours; PM1 is upcoming at 3,250 hours, and PM2 and PM4 are not pending:
When you hover the mouse pointer over a bar, a tooltip displays the same information in
an easy-to-read graphic:

Service Interval Tooltip

Service Levels Service Name (Hours/Mileage)
Due in/Overdue by (Hours/Mileage))
Due at (Hours/Mileage)
Independent Intervals Service Name (Hours or Mileage/Frequency)
Major Components Service Name (Hours or Mileage/Frequency)
Completing a service from the Maintenance Summary page

You can complete a service by clicking the Complete Service button in the Maintenance
Summary page.
1. Find the service interval that you want to complete, and click Complete:
2. In the Complete Service wizard, enter the required information, and then click Mark
Completed. This generates a record that is added to the History tab in the Asset
Details - Maintenance screen.

Completing a service in the Asset Details screen

You can complete a service in the Asset Details screen.
1. Select the service interval that you want to complete, and click the Complete tab. The
Complete Service screen opens:
2. Enter the required information, and then click Complete. After the service has been
completed, the screen refreshes to show the next upcoming service, including its
checklists and parts. A record is added to the History tab.
Completing service early and completing overdue service

If you complete a higher service level early or when it is overdue, the next service due
intervals for any lower service level(s) are automatically adjusted. However, if you
complete a lower service level early or when it is overdue, the next service due intervals for
any higher service level(s) are not adjusted. For example:
Scenario 1: PM 1 completed early at 100 hours.
PM 1 is to be completed every 250 hours, so VisionLink adjusted the next service
due interval for PM 1 to 350 hours (100 + 250).
PM 2 and PM 3 service due intervals are not adjusted because they are higher
service levels.
Scenario 2: PM 2 completed early at 300 hours.

PM 2 is to be completed every 500 hours, so VisionLink adjusted the next service
due interval for PM 2 to 800 hours (300 + 500).
Because PM 1 is completed as part of PM 2 service, VisionLink adjusted the next
service due interval for PM 1 to 550 hours (300 + 250).

PM 3 service due interval is not adjusted because it is a higher service level.
Scenario 3: PM 2 completed at 700 hours.

PM 2 is to be completed every 500 hours; its service was overdue by 200 hours.
Because PM 1 is completed as part of PM 2 service, VisionLink adjusted the next
service due interval for PM 1 to 950 hours (700 + 250).
PM 3 service due interval is not adjusted because it is a higher service level.
Because PM 1 and PM 2 are completed as part of PM 3 service, VisionLink does
not adjust the next service due intervals for PM 1 or PM 2.
Generating a Print Service report

1. In the Asset Details screen, click Print Service. The Print Service wizard appears:
2. In the Print Service wizard, you can select the topics to include in a Service Details
report. You can also enter service Notes to appear in the report.

3. Click Preview to preview all the information selected:
4. Click Generate to generate a PDF file that you can print, save, and email.

Configuring checklist, parts lists, and intervals for service levels

1. In the Asset Details screen, click the Manage Service drop-down arrow.
2. Click Service Levels. The Manage Service wizard appears:
In the Manage Service wizard, you can:

View, edit, or delete some information for an existing service level.
Change this assets expected runtime or mileage, if applicable.
Delete a service level.
Editing existing service levels

When you edit an existing service level, you are changing it from a default or
manufacturers service level to a customized service level. VisionLink replaces the existing
service level with this customized service level.

1. Click any service level to open the Edit Interval wizard:
2. Click the pencil icon in the upper right hand corner:
3. Enter the information as required, and then click Save. The service level description
changes to the new frequency and the name Custom Interval.
4. To add a checklist step, click New Checklist Step. The New Checklist Step wizard
appears:
Note You cannot add to or edit a manufacturers recommended checklist.

5. Enter the checklist step, and then click Save.

6. The new checklist step appears, and the New Part button becomes available. You can
associate parts with the checklist step. Click New Part. The New Part wizard appears:
7. Enter the information as required, and then click Save.

8. Repeat Step 6 and Step 7 for each part that you want to associate with the checklist
step.
9. Repeat Step 4 through Step 7 for each checklist that you want to associate with a
checklist.
10. Click Done.
Deleting service levels

To delete an interval, click X next to the Interval title, and then click OK to confirm the
deletion.
Changing the assets expected runtime

1. In the Manage Service wizard, click Expected Runtime. The Update Expected Runtime
wizard appears.
2. Enter the Expected Runtime for every day of the week, as required.
3. Click Save.
Note To change expected runtimes for multiple assets, see Changing the expected
runtime, page 89.

Changing the assets expected mileage

1. In the Manage Service wizard, click Expected Mileage. The Expected Mileage wizard
appears.
2. Click Average weekly mileage (default) or enter the expected mileage per week (in the
units set in Preferences).
3. Click Save.
Configuring checklist, parts lists, and intervals for independent intervals

2. Click Independent Intervals. The Manage Service wizard appears:

Create a new independent interval.
View, edit, or delete some information for an existing independent interval.
Change this assets expected runtime and mileage. The steps to perform this
procedure are the same for both service levels and independent intervals. For
instructions, see Changing the assets expected runtime, page 79, and Changing the
assets expected mileage, page 80.

Delete an independent interval. The steps to perform this procedure are the same for
both service levels and independent intervals. For instructions, see Deleting service
levels, page 79.
Creating a new independent interval

1. In the Manage Service wizard, click New Interval:
2. Enter the Title, Description, and First Occurs/ Next Occurs (that is, the Frequency).
The Frequency is the number of lifetime hours or miles an assets engine has run
before the service should be performed for the first time (First Occurs), and the
number of hours or miles between the first time that the service is performed and
when service is next due (Next Occurs).
For example, if the first service is to be performed on an assets engine at 1,000 hours,
then enter 1000 in First Occurs. If all subsequent services are to be performed every
5,000 hours, then enter 5000 in Next Occurs.
3. Click Save. The new interval appears:
4. You can now add checklist steps, add parts to the checklist, and associate checklists
with a checklist. The steps to perform these procedures are the same for service
levels, independent intervals, and major components. For instructions, see
Configuring checklist, parts lists, and intervals for service levels, page 77, Step 4
through Step 10.
Editing existing independent intervals

2. Click Independent Intervals.

3. The steps to perform this procedure are the same for service levels, independent
intervals, and major components. For instructions, see Editing existing service levels,
page 77.
Note You cannot add to or edit a manufacturers recommended checklist.
Configuring major components tracking

By default, major components tracking is disabled.
2. Click Major Components. The Manage Service wizard opens with a list of the
manufacturers recommended major component service intervals (if any).
Note If no major component service is associated with the asset, the message No
components associated is displayed.
There are no manufacturers checklists or parts for major components by default. You can
add checklists and parts if required.
Track a major component interval. See Tracking a major component interval, page 83.
Create a new major component interval. See Creating a new major component
interval, page 83.
View or edit some information for an existing major component interval. See Editing
existing major component intervals, page 83.
Change this assets expected runtime. See Changing the assets expected runtime,
page 79.
Change this assets expected mileage (if applicable). See Changing the assets expected
mileage, page 80.
Delete a major component interval. See Deleting major component intervals, page 83.

Tracking a major component interval

2. Click Major Components.
3. To track a major component interval, hover the mouse pointer to the left of the
required service and click the check mark that appears. When the check mark is
clicked, the component moves to the top of the list, and its check mark remains
visible.
4. Click Close. Tracked major components are listed in Asset Details in the Major
Components section, after any service levels and independent intervals.
Creating a new major component interval

page 77.
Editing existing major component intervals

page 77.
Deleting major component intervals

3. To delete an interval, click X next to the Interval title, and then click OK to confirm the
deletion.
4. Click Close.

Copying intervals from selected source asset to multiple target assets

Use the Copy Maintenance wizard to copy and paste service levels, independent intervals,
or major components from a selected (source) asset into multiple (target) assets for the
same account. This feature helps you ensure the same service is to be performed across
your fleet.
The following rules apply to copying and pasting maintenance intervals:
Copied intervals appear as custom intervals for target assets.
There is no link between the source maintenance intervals and the copied and pasted
maintenance intervals. If you:
Change the source maintenance intervals, you must copy and paste them again
for the target assets.
Edit the copied and pasted maintenance intervals for the target assets, the source
maintenance intervals are not impacted.
Existing intervals, checklists, and parts for target assets are deleted when intervals,
checklists, and parts are copied and pasted from source assets. Historical information
is retained. If you select:
All Intervals, then all existing service levels, independent intervals, and major
components for target assets are deleted.
Service Levels, then all existing service levels for target assets are deleted. Any
existing independent intervals or major components for target assets are not
impacted.
Independent Intervals, then all existing independent intervals for target assets
are deleted. Any existing service levels or major components for target assets are
not impacted.
Major Components, then all existing major component tracking for target assets
are deleted. Any existing service levels or independent intervals for target assets
are not impacted.
VisionLink retains all historical information.
Only those assets with active subscriptions can be selected.

2. Click Copy Intervals. The Copy Maintenance wizard appears.
3. In the Assets screen:

a. Choose the maintenance intervals that you want to copy:
To copy all service levels and independent intervals, select All Intervals
(default).
To copy just service levels, select Service Levels.
To copy just independent intervals, select Independent Intervals.
To copy just major components, select Major Components.
b. Choose the option:
To copy and paste the checklist and parts, select Include Checklist & Parts
(default).
To exclude the checklist and parts, clear the Include Checklist & Parts check
box.
c. From the Filter Available Assets by pane, select an option from the All Assets
drop-down list, and from the secondary list, if it appears.
d. Use the arrow keys to move one or more of the assets from the Available Assets
to the Selected Assets list. These are the target assets to which you are pasting
the copied service intervals.

4. Click Next - Summary.
5. Review the Summary screen to confirm your selections and make changes if
necessary.
7. Click Yes to confirm the message about rationalizing (tracking and managing)
maintenance intervals for the target assets. Rationalizing intervals can include creating
custom intervals and skipping lower service levels when higher service levels are due
sooner.
Resetting intervals to default

This option is available only for Caterpillar assets. To reset service levels, checklists, and
parts lists to their manufacturers default maintenance schedules:
2. Click Reset Intervals to Default.
3. Click OK to confirm the operation.
Note Use caution when resetting intervals to default. Any custom intervals and changes
made to existing service levels will be lost. This includes copied intervals (see Copying
intervals from selected source asset to multiple target assets, page 84) and deleted
manufacturers default maintenance schedules. For example, if you delete PM 1, and then
select Reset Intervals to Default, PM 1 is included as a result of the reset.

Manual Maintenance page

If you do not have telematics devices on some of your assets, you can still manage their
maintenance programs using Manual Maintenance. This feature requires a subscription to
the Manual Maintenance Log, which allows Administrators and Standard users with
Maintenance permissions to update Hour Meter and Odometer readings in the Manual
Maintenance page.
The maintenance features that you use to manage assets with devices are the same for the
assets using the Manual Maintenance Log subscription. This feature enables you to:
Monitor, forecast, and schedule service for one or more assets.
Leverage Caterpillars recommended service levels to include checklists and parts
(provided for Caterpillar assets).
Copy maintenance intervals from source assets.
Use the PartStore to order parts needed to perform the necessary service.
Send Service Due and Fluid Analysis alerts via email or SMS to contacts.
Enter maintenance schedules, checklists, and parts for non-Caterpillar assets as well.
Note It is your responsibility to perform maintenance based on reading the Hour Meter
value from the asset and comparing that value to the prescribed hour meter values for
recommended service.
In the Manual Maintenance page, enter the current hour meter or odometer reading and
click Update. Do this when you initially configure the asset, and every time maintenance is
performed.
If a confirmation message appears, click Yes.
If you enter an hour meter or odometer reading that is lower than the current
reading, a message appears. To confirm, click Save.
Note Maintenance intervals must be entered manually for non-Caterpillar assets, but you
can use a default schedule to get started in the Asset Details screen.

Utilization tab
The Utilization tab gives an overview of how efficiently your assets and fuel are used
between the time the engine is turned on and off. Using this data, you can:
Determine how many hours assets are working versus idling.
Determine how much fuel is burned while the asset is working versus idling.
Focus on under-utilized assets, based on their availability and performance.
Utilization contains the following three pages: Asset Utilization, Fuel Utilization, and Asset
Operation. Click Utilization, and then select the required page. This information is available
only if your assets have an active Utilization subscription.
Asset Utilization page

The Asset Utilization page gives a summary of the asset hours and performance for a
selected date range:
The page contains a data grid and a graph to help you to quickly analyze the information.
You can view data for any date range of up to 13 months by selecting from the Setting a
date range, page 20.
Data grid
The Data grid shows both Hours and Performance:
The Hours segment shows hours of usage reported by the asset.
Idle Time: number of hours over a given time period the assets engine is on, but
the asset is not considered to be working. For many Caterpillar-manufactured
assets, idling is defined as the engine RPM<1150.

Working Time: number of hours over a given time period the asset is running and
is considered to be working (Runtime - Idle Time = Working Time). You can define
how work is calculated in VisionLink for some devices (for example, motion,
digital sensor, RPM level, or other). For many Caterpillar-manufactured assets,
work is defined as the engine RPM1150.
Runtime: number of hours over a given time period the assets engine is on. This
is the difference between the Lifetime Runtime Meter values reported on
different days.
The Performance segment shows how the asset is being utilized relative to the
expected hours.
Expected Runtime: total number of hours an asset is scheduled to be running
during a period of time based on user-defined daily expected runtime values. See
Changing the expected runtime, page 89, and Changing historical runtime values,
page 90.
Working Utilization: time the asset actually worked versus how much time the
asset was expected to work (Working Time / Expected Runtime as a percentage).
Running Utilization: time the asset was actually running versus how much time it
was expected to be running (Runtime / Expected Runtime as a percentage).
Efficiency: percentage of time the asset spent working versus being idle while it is
running (Working Time / Runtime).
Note To view brief descriptions of the information in the columns, hover the mouse
pointer over the Idling, Working, or Running (Total) column headings.
Graph
The graph view shows a graphic representation of the selection made in the grid view. Click
a row to highlight the corresponding bar on the graph. You can also drill down for more
detailed information in the graph view. See Graphs, page 97.
Changing the expected runtime

You can adjust the expected runtime for each asset over the course of a week. For example,
use this feature to adjust for seasonality. You might expect assets to run for 60 hours per
week in the summer, and only 30 hours per week in the winter. VisionLink applies updated
values only to the current and future dates.

1. Click Expected Runtime in the Asset Utilization page:
2. In the Expected Runtime page, hold down the Ctrl or Shift key, and then select the
asset(s) that you want to change.
3. Click Update Selected. The Update Expected Runtime wizard appears:
4. Enter the Expected Runtime for every day of the week, as required. These times will
apply to all the selected asset(s).
5. Click Save.
Changing historical runtime values

Administrators and Standard users with Utilization permissions can update any historical
values to adjust for actual field conditions such as service (planned or unplanned), weather,
or any other occurrences that caused the assets to be used less than the expected runtime.

1. Click Expected Runtime in the Asset Utilization page.

2. Click View History. The View History page appears:
3. Select the week to adjust the values. You can adjust up to eight weeks prior to the
current week.
4. Select the asset(s) that you want to change.
5. Click Update Selected. The Update Expected Runtime wizard appears.
6. Update the Expected Runtimes for days of the week, as required. The hours that you
enter will overwrite existing historical values for all the selected asset(s). The
adjustments are applied immediately to all Utilization calculations. Reports run after
adjustments will include the updated values.
7. Click Save.
8. To return to the current week, click View Projected.

Asset Utilization - Asset Details - Asset Utilization screen

The Asset Details - Asset Utilization screen shows asset-specific utilization on a daily basis
for the selected date range. Double-click an asset in the Asset Utilization page to open this
screen. The values are calculated from all final daily reports, including the days a report was
not sent.
Impact of work definitions on Asset Utilization calculations

The Asset Utilization calculations, columns, and reports reflect relevant data from the work
definition configured for the asset. For more information on configuring work definitions,
see Configuring work definitions, page 118.
If the work definition is set to Engine-Sourced (default value), daily values are derived using
Meters. For example, Engine On and Engine Off events include Lifetime Idle Meter from the
assets ECM:
Your screen would look similar to the following:

Item Description
Grid for work Date: A separate row for each date within the selected date range.
definition set to Note VisionLink displays the day prior to the start of the date range to show the
Engine-Sourced values used in the daily calculation for the first date of the date range. Daily
values are not displayed in this row.
Reported Time (per the assets time zone):
- PL121/PL321: The last Daily Report for each day.
- PL420/PL421: The last Engine On/Off report for each day.
- PL522/523: The last Engine On/Off report for each day.
Hour Meter: The total number of hours the asset has run during its engines
life (if set to display in Preferences).
Idle Hour Meter: The total number of hours the asset has idled during its
engines life.
Odometer: The total distance traveled by the asset during its engines life (if
set to display in Preferences and reported by the asset).
Runtime: The number of hours the assets engine was on for the day: (Hour
Meter from the day) - (Hour Meter from the previous day).
Working Time: The number of hours for which the asset is running and
considered to be doing work for the day: (Runtime - Idle Time).
Idle Time: The number of hours the asset has idled for the day: (Idle Hour
Meter from the day) - (Idle Hour Meter from the previous day).
Distance Traveled: The distance traveled by the asset for the day (if
Odometer is set to display in Preferences): (Distance Traveled from the day) -
(Distance Traveled from the previous day).
Note If there is no report from the previous day, then VisionLink will search
back in time until a day is found with a report, and use the last report from that
day for the daily Runtime, Idle Time, and Distance Traveled calculations. This
first row is highlighted gray to indicate this data came from outside of the
selected date range.
Note If you use the Master Disconnect switch to power down assets with PL321 devices
before the daily report is sent, VisionLink will time-stamp the report with the date that the
asset was powered down, and send that daily report when the asset is powered up.

If the work definition is based on movement/sensor readings (Movement, Switches,

Movement and Switches), daily values are calculated from the times between engine
events and movement and/or switch events instead of from the assets ECM. For example,
if the work definition is set to:
Movement (Engine On and the asset is moving):
Switches (Engine On and Switch active):
Movement and Switches (Combination):

Item Description
movement/ values used in the daily calculation for the first date of the date range. Daily
sensor values are not displayed in this row.
Runtime: The number of hours the assets engine was on for the day: (Hour
Meter from the day) - (Hour Meter from the previous day).
Working Time: The number of hours for which the asset is running and
considered to be doing work for the day: (Runtime - Idle Time).
Idle Time: The number of hours the asset has idled for the day: (Idle Hour
Meter from the day) - (Idle Hour Meter from the previous day).
day for the daily Runtime and Idle Time calculations. This first row is highlighted
gray to indicate this data came from outside of the selected date range.

Fuel Utilization page

Note Not all assets support these features, and your assets also need an active Utilization
subscription. If this is the case, a message appears. You can choose to display these assets
or to dismiss the message.
The Fuel Utilization page gives an overview of how much fuel is burned, and the burn rate
during idling, working, and running over a given time period so that you can determine the
overall efficiency of fuel usage by asset and the entire fleet.
Fuel data is gathered from the assets Data Link-connected telematics device or estimated
using burn rates entered in VisionLink (in case the device cannot be connected to an on-
board Data Link or you choose to override its data).
The page contains a data grid and a graph to help you to quickly analyze the information.
You can view data for any date range up to 13 months by selecting this from the Setting a
date range, page 20. The fuel units shown depends on your User Preference settings (U.S.
Standard, Metric, or Imperial).
Data grid
The Data grid shows a summary of the fuel utilization for the selected date range:
The Idling segment shows fuel utilization while the assets engine was on, but the
asset was not considered to be working.
Fuel Burned: total volume of fuel burned while idling.
Hours: number of hours the assets engine was running while idling. This matches
the Idle Time hours in the Asset Utilization page for the selected dates.
Burn Rate: volume of fuel burned per idling hour (Fuel Burned / Hours).

The Working segment shows fuel utilization while the asset was working. You can
define how work is calculated in VisionLink for some devices (for example, motion,
digital sensor, RPM level, or other).
Fuel Burned: total volume of fuel burned while working.
Hours: number of hours the assets engine was running while working (Running
Hours - Idling Hours). This matches the Working Time hours in the Asset
Utilization page for the selected dates.
Burn Rate: volume of fuel burned per working hour (Fuel Burned / Hours).
The Running (Total) segment shows the total fuel utilization when the assets engine
was on.
Fuel Burned: total volume of fuel burned while idling and working (Idling Fuel
Burned + Working Fuel Burned).
Hours: total number of hours the assets engine was running while idling and
working (Idling Hours + Working Hours). This matches the Runtime hours in the
Asset Utilization page for the selected dates.
Burn Rate: average volume of fuel burned per running hour (Fuel Burned /
Hours).
Note To view brief descriptions of the information in the columns, hover the mouse
pointer over the Idling, Working, or Running (Total) column headings.
Graphs
Fuel Utilization provides a Fuel Used graph and a Burn Rate graph for the selected date
range. To toggle between the graphs, select the required option from the drop-down list on
the right of the page.
The Fuel Used graph shows fuel used by a group. Each bar is split into Working Fuel
Burned in green on top, followed by Idling Fuel Burned in orange. Ideally, you would
want to see more green than orange. This indicates the asset is working more than it is
idling. If the opposite is true, you should investigate the cause. Hover the mouse
pointer over a bar to see the volume of fuel burned by the asset:
Note A solid blue bar indicates the asset does not report idling or working data; instead,
VisionLink displays the assets total working or running time.

When you click the column, it shows the fuel usages for that particular asset:
Click reset to return to the original graph.

To view a specific date or date range, select this from the date range calendar. See
Setting a date range, page 20.
If you select a month view (as shown in the previous figure), you can:
Select an asset in the grid view. This fades all assets other than the one you select:

If you click the column, it shows the total weekly hours for the asset:
Click reset to return to the month view.

If you click a column in the weekly view, it shows the statistics for a day:
Click Weekly to return to the weekly view; click reset to return to the month view.
The Burn Rate graph displays the actual burn rates for each asset in units per hour. To
see the asset burn rates, select Burn Rate from the drop-down list on the right of the
page. Hover the mouse pointer over a point in a line graph to see the burn rate for the
selected day:

When more than one line graph appears in the Fuel Burned by Hour (by Asset) graph,
select an asset in the grid view. This fades all assets other than the one you select:
To view the total hours of fuel used for a single asset, click the bar that represents the
asset:
Click reset to return to the main view.
Estimating burn rates

Settings in the Fuel Utilization page allow you to estimate idle and working burn rates for
assets that have an active subscription, but their devices do not report fuel information.
Note Variable indicates the burn rate value comes from the assets ECM, and cannot
be changed in VisionLink.

1. Click the Settings option in the Fuel Utilization page. The unit that the burn rate value
represents is set in Preferences:

To change the burn rate (idle or working) for a single cell, double-click the cell,
and then enter the required value:
To change the burn rate for a group of cells, 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:
Enter a value in the New Burn Rate field, and click Apply.

Fuel Utilization - Asset Details - Fuel Utilization screen

The Asset Details - Fuel Utilization screen shows asset-specific fuel utilization on a daily
basis for the selected date range. Double-click an asset in the Fuel Utilization page. The
values are calculated from all final daily reports, including the days a report was not sent.
Impact of work definitions on Fuel Utilization calculations

The Fuel Utilization calculations, columns, graphs, and reports reflect relevant data from
the work definition configured for the asset. For more information on configuring work
definitions, see Configuring work definitions, page 118.
If the work definition is set to Engine-Sourced (default value), the Total Fuel and Idle Fuel
meters are used for Fuel Utilization calculations. Your screen would look similar to the
following:
Item Description
Engine-Sourced values used in the daily calculation for the first date of the date range. Daily
values are not displayed in this row.
Reported Time (per the assets time zone):
- PL121/PL321: The last Daily Report for each day.
- PL420/PL421: The last Engine On/Off report for each day.
- PL522/523: The last Engine On/Off report for each day.
Total Fuel Burned: The total volume of fuel the asset has burned during its
engines life in the selected units (Preferences).
Idle Fuel Burned: The total volume of fuel the asset has burned while idling
during its engines life.
Running: The volume of fuel the asset has burned for the day: (Fuel Burned
from the day) - (Fuel Burned from the previous day).
Working: The volume of fuel the asset has burned while running and
considered to be working for the day: (Running - Idling).
Idling: The volume of fuel the asset has burned while idling for the day: (Fuel
Burned from the day) - (Idling from the previous day).
day for the daily Running and Idling calculations. This first row is highlighted

Note If you use the Master Disconnect switch to power down assets with PL321 devices
before the daily report is sent, VisionLink will time-stamp the report with the date that the
asset was powered down, and send that daily report when the asset is powered up.
If the work definition is based on movement/sensor readings (Movement, Switches,
Movement and Switches), VisionLink uses the user-defined estimated burn rates if the
device does not report burn rate values from the assets ECM. Historical burn rates are
never changed. For instructions on setting estimated burn rates, see Estimating burn rates,
page 100.
Item Description
movement/sen values used in the daily calculation for the first date of the date range. Daily
sor values are not displayed in this row.
Working: The estimated burn rate for the volume of fuel the asset has burned
while running and considered to be working.
Idling: The estimated burn rate for the volume of fuel the asset has burned
while idling during its engines life.
Running: The volume of fuel the asset has burned for the day: (Fuel Burned
from the day) - (Fuel Burned from the previous day).
Working: The volume of fuel the asset has burned while running and
considered to be working for the day: (Running - Idling).
Idling: The volume of fuel the asset has burned while idling for the day: (Fuel
Burned from the day) - (Idling from the previous day).
day for the daily Running and Idling calculations. This first row is highlighted

Asset Details - Hours & Location screen

The Hours & Location screen shows meter readings and location history for the asset over
a selected time period. This screen is available from either the Asset Details - Asset
Utilization screen or the Asset Details - Fuel Utilization screen:
Item Description
Calendar Select the date range that you want to view on screen. You can select up to 13
months for All and up to 31 days for Last Reported / Day filters.
Show: filter Filters the hours and location data by:
All, which shows every transmission for the selected date range (default)
Last Reported / Day (default), which shows the last reported hours, location,
and odometer reading (if set to display in Preferences) of the day or the daily
report (depending on the device type)
Meter and Filters the asset details by the Hour Meter, Odometer, and Location (if set to
Location filters display in Preferences). Selecting one or more of these filters displays only those
results that contain the selected filters.
Pagination When more than 200 transmissions are available in the selected date range, the
pagination feature splits the information onto separate pages.
Asset A green dot shows the first reported location of the asset for the selected date
representation range.
The red dot shows the last reported location of the asset for the selected date
range.
Hover the mouse pointer over a dotits 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.

Asset Operation page

This page shows the days on which assets were in use for a calendar month. This
information helps you determine whether your assets are being used within the expected
schedule, so that you can ensure the fleet is being used productively.
The in use time is calculated from Engine On and Engine Off events (reported by the
PL420/PL421, PL522/523, and SNM940 by default). In addition, the PL321 can be
configured to report this information. Make sure the Device Configuration is configured in a
way in which the device is reporting these events (see page 108). If the device is not
configured correctly, then the Asset Operation page will not display any in-use time.
Use the scroll field to select the required month:
On the Asset Operation page, double-click an asset to open the Asset Details - Asset
Operation screen, and choose the date range (up to 13 months). You will see the start and
stop times for every day of that range, in a 24-hour grid similar to the Utilization Asset
Operation page. You can see how long the asset was idling at the start of the day, check
when work began on the site, etc.

Depending on the device type, work definitions, and switch configurations, you will see
blue bars for Runtime values or green and orange bars for Working and Idle times.
Blue bars indicate the asset was in use, which means that its engine or ignition was
turned on, but it was not possible to tell how much time the asset spent idling or
working per day.
PL420/PL421 and PL522/523 devices support movement- and switch-derived Working
and Idle times when configured when one of the following work definitions:
Movement
Switches
Movement and Switches
Hover the mouse pointer over a bar for details.
Click Month to return to the Month view.
Known issue for on-board ECMs

On-board ECMs occasionally may send questionable values, such as lifetime Hour or Fuel
Meter values of 0, or Idle value spikes (erroneous values that invalidate values needed for
daily calculations).
If data coming from the ECM or device is questionable, perhaps due to intermittent
wireless coverage or timeliness of reporting, then calculations using that data become
questionable. VisionLink provides callouts (hover text) in Utilization pages, Asset Detail
screens, and reports to indicate when the device or ECM has provided questionable or
missing values, and where possible, which values are affected. The following are identified
in callouts:
Missing Meter value over the time range
Valid meter value outside of the user-selected time range used to calculate delta
Spike: Logically invalid value sent from ECM
Idle Meter precision inconsistent with Hour Meter

Note This change impacts data for VisionLink 2.5 and later. Only invalid device/ECM
spikes are called out in the historical data. Other historical data is not impacted.
Callouts are shown as yellow triangles in cells or columns. Hover the mouse pointer over
the callout to view the text. If more than one callout applies, you will see all callouts in the
hover text. If a graph is shown, bars containing questionable values will have a yellow
outline and hover text. Callouts are also displayed on the Asset Details Dashboard
screen. Callouts are shown as red triangles in reports and exported data in Excel
spreadsheets.
Note In VisionLink 2.6 and later, the callout Value includes data occurring outside of the
specified day will no longer be displayed if you use the Master Disconnect switch to power
down assets with PL321 devices before the daily report was sent. However, VisionLink will
display other callouts when applicable.

Administration tab
With appropriate permissions, you can access the following from the Administration tab:
Device Configuration page
User Accounts page (see User Accounts page (Administrator only), page 119)
User Accounts wizard (see User Accounts wizard (Administrator only), page 120)
Manage Alerts wizard (see Manage Alerts wizard, page 46)
Manage Groups wizard (see Groups, page 23)
Manage Shared Asset View wizard (see Shared Asset Views, page 28)
Manage Sites wizard (see Sites, page 33)
Device Configuration page

Note If you are a Standard user, you will only be able to access this page if you have
Device Configuration permissions.
Depending on device type, the Device Configuration page can have several tabs, which
open the following pages:
The Reporting Configuration page allows you to configure the reporting functionality
of the telematics device on a given asset (see Configuring telematics devices,
page 111). Depending on the device that you select from the Device Type drop-down
list, you will be able to adjust a range of inputs:

The Maintenance Mode page allows you to configure the maintenance mode settings
for a selected device (see Configuring maintenance mode, page 115). When enabled,
these settings prevent the device from reporting fault codes to VisionLink while the
device is being serviced. This option is disabled automatically after 24 hours:
The Switches page allows you to configure the digital inputs to receive alerts (see
Configuring switches, page 115). Use switches to track cut and fill events, monitor the
operation of external systems, such as pressure pumps for lubricants, etc.:

The Work Definitions page allows VisionLink to create Idle and Working time
information, instead of just showing Runtime (see Configuring work definitions,
page 118). These definitions are based on either engine-sourced input (default) or
digital switches, which can be set in VisionLink for PL522/523, PL420/PL421, and
SNM940-equipped assets with an active Standard or Caterpillar Utilization
subscription.
Note Switches must be set before work definitions can be defined for the asset. Assets
require only one enabled switch to be used for a work definition.
Work definitions can be unique for each asset, and can be created for the devices
based on the following switch inputs:
Movement (Engine On and asset moving) - When the asset is moving, the work
definition is met.
Switches (Engine On and Switch active) - When a switch is toggled, the work
definition is met. Switches operate independently of asset movement.
Movement and Switches (Combination) - When a switch is toggled and/or the
asset is moving, the work definition is met.
This information passes to Asset History, Utilization grids and graphs, and reports:
For more information on how work definitions impact Utilization calculations, see
Impact of work definitions on Asset Utilization calculations, page 92 and Impact of
work definitions on Fuel Utilization calculations, page 102.

Configuring telematics devices

1. Select the required Device Type.
2. Select the asset(s) for which you would like to configure the associated telematics
device(s).
3. Click Configure Devices. The Reporting Configuration wizard appears. If you selected
multiple assets, the changes that you make in this wizard apply to all assets. Reporting
configuration options differ by device type. For example:
A Reporting Configuration wizard for a PL522:

For an SNM940:
For a PL421:

For a PL321:
4. Make required changes. For example:

Configure a PL421 to report the source of hours from a Data Link that adheres to
the SAE J1939 public standard. Users with Administrator rights can configure the
source of hours from J1939 to R-Term AC.
R-Term provides hours based on output of the alternator, and distance based on
GPS. This is useful for skid steers, older backhoes, compact truck loaders, and
small wheel loaders that dont support J1939. Also, Idle time for GenSets is not
provided by J1939 because GenSets typically run at a constant engine speed. To
change the Service Meter Hours to R-Term AC:
a. Click the R-Terminal Hours/GPS Odometer button, and then click Send.
b. Click OK to acknowledge the confirmation message, which states this
selection resets the Hour Meter and Odometer readings to 0, or click Cancel
to return to the Reporting Configuration wizard without changing the source
of data.
c. When the configuration change is acknowledged by the PL421, you can
adjust the Hour Meter.
Note The Service Meter Hours source cannot be set remotely to R-Term DC Source.
Configure Moving/Stopped Thresholds for a PL522/523/PL420/PL421/SNM940
to reduce instances of over-reporting:

a. If appropriate, click the Use On-Road Defaults or Use Off-Road Defaults

button or enter the thresholds into the fields (using the unit set in
Preferences). Each of these thresholds can be set for an asset. Thresholds
are limited to the following minimums:
Indicates when an asset is Definition Minimum

stopped by:
Radius when moving by A distance measure. When the asset moves 5m/
distance within but not beyond this distance, it is still 15 ft
considered stopped.
Stopped when under, and A speed measure. When the asset is moving 0 kph /
moving when over this under this speed it is considered stopped, and 0 mph
speed when moving over this speed it is considered
moving.
...for this duration A time measure. When the asset is stopped, it 10 sec
will not be recorded as stopped until after this
duration.
Note If you enter an invalid value, the field is highlighted in red. Hover the mouse pointer
over the field to display the limits.
b. Click Send.
To enable the Global Gram (Global Reference Atmospheric Model) option for a
PL121/PL321, click the On check box. Enable this option when assets work in
remote locations, which could restrict them to communicating with the satellite
only once per day.
To override the default daily report time for any device:
a. Click the Change Daily Report Time check box.
b. Clear the Use Default Daily Report Time check box
c. Select the required time and click Send.
Note The Default Daily Report Time displays the time zone set in Preferences, not the
assets time zone, so be aware of this when assets are in a different time zone.
After the first time the device sends a report, the device reports its location at the
frequency associated with its active service plan as follows:
Service Plan Frequency

Essentials Four times per day, or every six hours after the first
Daily Report Time
Utilization Once per hour when Asset On (PL522/523 and
PL420/PL421)
Rapid Reporting Once per minute, updated every 10 minutes
5. Click Send.
6. Click OK to acknowledge the Configuration Changes message.

Configuring maintenance mode

2. Select the asset(s) for which you want to configure the maintenance mode.
3. Click Maintenance Mode. The Maintenance Mode wizard appears. If you selected
multiple assets, the changes that you make in this wizard apply to all assets:
4. Make the required changes, and then click Send.
Configuring switches
2. Select the asset(s) for which you would like to configure the switches.
3. Click Configure Devices. The Switch Configuration wizard appears. If you selected
multiple assets, the changes that you make in this wizard apply to all assets. Switch
configuration options differ by device type. For example:

A Switch Configuration wizard for a PL522 (Switches#1-4, 6-7):

For an SNM940:
For a PL421:

For a PL321:
4. Make the required changes.

Note Be sure to set the appropriate sensitivity to allow time to eliminate faulty switch
activation. VisionLink will indicate which switches are reserved as tamper switches. These
cannot be configured.
5. Click Send.
Configuring work definitions

1. Select the Device Type.
2. Select the asset for which you would like to configure the work definitions. You must
configure the assets individually.
3. Select Engine-Sourced (default) or Movement, Switches, or Movement and Switches:
If you select Engine-Sourced, you will see a prompt indicating the fuel burn
values will be variable because they are derived from meter values coming from
the ECM. These meter values change dynamically to reflect the assets variable
burn rate.
If you select Switches or Movement and Switches, select the switch from the
drop-down list. You will see prompts to set fuel burn rates. This is necessary
because Working and Idle burn rates and Total Fuel are calculated using these
user-entered estimates.
4. Click Apply. VisionLink adds checkmark(s) to the appropriate check box(es).

User Accounts page (Administrator only)

From the User Accounts page, Administrators can view all users for all user accounts under
the parent, or Dealer, account.
Note Only those accounts with assets that have active subscriptions are visible on the
User Accounts page.
Viewing all users

Administrators can view all users for all user accounts under the parent, or Dealer, account.
In the User Accounts page, select All from the Account: drop-down list:
This information is only for viewing and exporting to a spreadsheet. If a user is assigned to
multiple accounts, you will see the users name listed for each account.
You cannot add users in the All Accounts view. You still must add users for each account.
See Adding a user account, page 120.

User Accounts wizard (Administrator only)

Using this wizard 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.

3. In the Account Type section, select whether the user will be a Standard user or an
Administrator.
If you selected Standard user, click the check box(es) for account type options,
which grant additional permissions. For information on permissions granted to
account types and options, see Account Type and Options permissions, page 121.
4. When you have completed all required and optional fields, click Save.

Account Type and Options permissions

VisionLink users can be granted the following account type and option permissions in the
User Accounts wizard:
Account Type Option Permissions

Standard none View VisionLink pages and screens
Alerts
Mark Public Alerts as Favorites
View Public Alert configurations
Edit, delete, and add notes to alerts
Groups
View all available Public Groups
Mark Public Groups as Favorites
Maintenance
Complete service
Order parts
Update Manual Maintenance
Sites
View all available Public Sites
Mark Public Sites as Favorites
Device Configuration Configure devices
Maintenance Complete service
Order parts
Update Manual Maintenance
Change and delete service history
Manage service
Create service levels, independent intervals, and
major components
Copy intervals
Reset intervals to default
Set expected runtime hours/mileage
Manage Alerts See Alerts permissions, page 57
Manage Groups View all available Public Groups
Set Public Groups as Favorites
Create new groups
View and edit My Groups and Public Groups
(Title and Asset)
Delete My Groups and Public Groups
Manage Site Boundaries View all available Public Sites
Set Public Sites as Favorites
Create new site boundaries
View and edit My Sites and Public Sites (Title, Fill
Color Option, and Boundary Category)
Delete My Sites and Public Sites

Account Type Option Permissions

Standard Utilization Settings View Asset Utilization
View Expected Runtime settings
View Fuel Utilization
View Fuel Burn Rate settings
View Asset Operation
View Hours & Location
Manage 2D Monitoring Add, edit, and delete Assets to Monitor in 2D
Project Monitoring settings
Add and delete monitored sites in Manage
Monitored Sites
Administrator All system permissions
Set permissions for Standard users
Changing a user account

In the User Accounts wizard, select the user, and then click Edit. You can now make the
required changes to the account.
Deleting a user account

1. In the User Accounts wizard, select the user account. To delete more than one user
account, press Ctrl or Shift and select multiple user accounts.
2. Click Delete.
3. Click Yes to confirm the deletion.

System Details
The System Details screen shows device and asset information. It is available only from the
Asset Details screen.
The device type determines which information is shown in this screen:
For PL522/523, PL420/PL421, and SNM940 devices, only a System Info screen is active.
For PL121/PL321 devices, System Info and Device Status history screens are active. For
more information, see Device Status, page 125.
System Info
The information shown in the ECM Information pane differs for a CDL-capable device and a
J1939-capable device.

Item Description
System Info 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. For PL321 devices, this information includes the Gateway
board firmware and radio firmware part numbers; for PL121 devices, this
information includes only the radio firmware part number.
You can select the information in this pane, and copy and paste it in other
documents, spreadsheets, emails, etc.
Note Some ECMs do not provide ECM S/N, ECM P/N, or Firmware P/N.
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: provides detailed information for the on-board ECMs
of the selected asset:
For CDL-capable devices, the ECM Description column contains data shown
in the CDL Description and J1939 Description columns for VisionLink
versions prior to 2.4.
For J1939-capable devices, the ECM Description column contains data
shown in the J1939 Description column for VisionLink versions prior to 2.4.
For both CDL- and J1939-capable devices, the ECM Description column
uses only the CDL Description data.
ECM information and device firmware versions can be updated for specific
devices only when you click the Update button on the Asset Details
System Details screen. This feature impacts only the PL420/PL421 and
SNM940, which are J1939-capable devices without Gateway boards.
Note This feature does not impact the PL522 or 523, which are CDL-capable
devices with Gateway boards. These devices get ECM information and firmware
version updates automatically.
The PL420/PL421 and SNM940 do not have device part numbers or
Gateway firmware part numbers, so these fields are not available for these
assets Asset Details System Details screens.
Shared Asset Information: lists any Shared Asset Views (active or expired) for
the selected asset:
The Shared By organization can see the Shared Asset View Title, the name
of the VisionLink user who created the view, to which organizations the
view was shared, and the created date, start date, and end date for each
view.
The Shared To organization can see the Shared By Organization, the date
the view was created, and the start and end dates for the view.
The following example shows the different views for Shared By and Shared To
organizations. For more information, see Shared Asset Views, page 28.

Device Status
The device status history information is provided to help you troubleshoot issues with
PL121/PL321 devices. It can be exported to a spreadsheet using Export functionality.
Note This screen is not available for PL522/523, PL420/PL421, or SNM940 devices.

Device Status screen for a PL321:
Device Status screen for a PL121:
You can select a date range of up to 13 months. See Setting a date range, page 20.

Item Description
Device Status Date/Time: The date and time (per the assets time zone) the device issue
was reported.
Power Loss: Indicates the device experienced a loss of power or low voltage
sometime between status reports (Yes, No).
Satellite Blocked: Indicates the device was blocked from the satellite
between status reports (Yes, No).
Time & Geo. Fence: Enables you to track when and where an asset is
authorized to operate:
Active: Indicates Time and Geo. Fencing are active (Yes, No, N/A).
Alarm: Indicates an Asset Watch Alarm has occurred sometime between
this status report and the last status report (Yes, No, N/A).
Power Mode: Indicates the power-mode status:
Active: The device has operated in the last 48 hours.
Sleep: The device has not operated for more than 48 hours, but it has
operated within the last week. The device wakes up every 6 hours to send
and receive messages. Position messages are sent only if the unit has
changed position more than 200 meters.
Hibernate: The device has not operated for more than one week. The
device wakes up every 24 hours to send and receive messages. Position
messages are sent only if the unit has changed position more than 200
meters.
Event Pending: Indicates an event was recorded and will be sent. This status
is supported only by the PL321 (Yes, No).
Digital Switches (Active): Indicates the digital switches that are active (if any).
This status is supported only by the PL321 (Yes, No).

Reports
You can run the Report wizard from any page. To do this:
1. Click the drop-down arrow on the right side of the page, and then click Report Wizard:
2. Select the type of report that you want to run. The options are:
Fleet:
Asset History provides a list of events reported by the device for a single
asset. You can select Hours/Location event types on the right-hand side of
the wizard.
Fleet Status provides a current overview of the basic description of each
asset. This report provides a snapshot in time, showing the most recent
location information and meter readings available at the time when the
report is run.
Health:
Fault Code Summary provides a list of events and diagnostics reported by
the device for selected assets for a date range. If you select this option, you
can select the Type and Severity from options shown on the right-hand side
of the wizard.
Fluid Analysisprovides information about fluid analysis sample statuses as
they relate to specific assets, severity levels, and sample sources.
Maintenance:
Service Due provides information on upcoming and overdue maintenance
for the selected assets. This report provides a snapshot in time, showing the
most recent location information and meter readings available at the time
when the report is run.
Service History provides a list of all services that have been completed or
skipped for the selected assets for a given date range (up to 13 months) or
the assets entire lifetime.
Utilization:
Asset Usage - Single Asset provides an overview of how effectively a single
asset is being used. It displays the assets performance compared to
expected use including idle, working, and runtime for up to 13 months.
Fleet Usageprovides an overview of how effectively assets are being used.
It shows fleet utilization information for multiple assets with totals for a
selected date range.

Asset Fuel - Single Asset provides an overview of how effectively a single

asset is using fuel. It displays the assets detailed fuel burn information
including idle, working, and runtime for up to 13 months.
Fleet Fuel provides an overview of how effectively assets are using fuel.
Shared Asset View:
Shared Asset Viewprovides information on the list of Shared Asset Views
created for different organizations, the shared assets, and the start and end
date of the view. This report is helpful for tracking and managing Shared
Asset Views created for multiple organizations. All Shared Asset Views,
whether active or shared in the past, are available.
A description of the selected report appears. You can also view a sample of the report.
3. Click Next - Assets. In the Assets screen, select the assets to include. Depending on
your choice, you can filter the available assets by list. From the Filter Available Assets
by pane, select an option from the drop-down list, and from the secondary list, if this
appears.
Note Only those assets with active subscriptions can be included in a report.
4. Select the assets you want to run the report on, and then click Next - Summary.

5. In the Summary screen, you can review the report parameters and select a date range
for the report (see Setting a date range, page 20):
6. Click Generate Report. When the report has been generated, click Close.
Address display in reports

All reports display addresses as hyperlinks in the Location field. If the address is not found,
the Location field displays the lat/long (except in VisionLink for China, where the lat/long is
replaced by a dash or is rounded to two decimal places, if the value is available):
Reports look for addresses based on the lat/long using a reverse geocoding engine.
VisionLink supports addresses in many regions, with additional regions added each release.
Note If the report has a Site field, it displays the site name. If the site name is unavailable,
the Site field displays a dash.
Known issues for reports

If you are using Excel 2010, your reports may open in Protected View. Reports in this
mode may appear to have formatting issues. Before working with the report, click
Enable Editing at the top of the spreadsheet. Any formatting issues will be resolved.
You can permanently enable reports to open in Edit Mode. For instructions, search
www.microsoft.com or contact your IT department.

When you click a link in a report, an external mapping tool plots and displays the
address. Because reports use the internal reverse geocoding engine to find the
address, you may see a slight discrepancy between the address shown in the report
and the address shown in the application map.
The Asset History and Fault Code Summary reports contain an Operator ID column,
which displays the operator ID received from the device. This feature enables you to
associate activity from a specific asset with its operator. This feature requires the
Caterpillar Machine Security System (MSS), which checks whether the physical key
associated with a unique ID is authorized to start and operate the asset. VisionLink
associates this information with the asset and operator ID.
However, if no operator ID is received from the device, either 0 or 1 is displayed in
the Operator ID column. In a future release, N/A will be displayed in the Operator
ID column instead.
In the Asset History report, if the Event Type is Location, a dash is displayed in the
Event Description column. This will be fixed in a future release; if the Event Type is
Location, the lat/long will be displayed in the Event Description column.
Note Caterpillar MSS is not supported in VisionLink for China.

Export
VisionLink allows you to export data directly from grids within the application to a CSV
(Comma Separated Values) file. This enables you to quickly view data in Excel or any other
spreadsheet application. Where available, the Export functionality is accessible from the
down arrow on the right side of the page.
All data displayed in the VisionLink grid, including column headers, is exported to the CSV
file. The order of the data matches the order being displayed on screen at the time of the
export. User preference settings and filters selected in the Command Center are applied to
the exported data. Graphics, icons, and graphs are not supported by the CSV file format.
VisionLink supports exporting data from the following screens (depending on subscription
and available device types):
Fleet Summary
Alerts
Fault Codes
Fluid Analysis
Maintenance
Asset Utilization
Fuel Utilization
Hours & Location
Device Configuration (depending on device type)
Reporting Configuration
Maintenance Mode
Switches
User Accounts
Asset Details - System Details
To export data:
1. Click the down-arrow on the right side of the page, and then click Export:
2. Select the location for the downloaded file, and if required, rename it.
3. Click Save.

Getting Started Guide MAN

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Getting Started Guide MAN

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Getting Started

VisionLink Getting Started Guide 3

2 Accessing and Navigating VisionLink

4 Working with Pages

VisionLink Getting Started Guide 4

VisionLink Getting Started Guide 5

VisionLink Getting Started Guide 6

This manual describes how to set up and use Related information

VisionLink Getting Started Guide 7

VisionLink Getting Started Guide 8

In this chapter: This chapter describes how to start VisionLink

VisionLink Getting Started Guide 9

Accessing the software

Navigating the user interface

VisionLink Getting Started Guide 10

VisionLink Getting Started Guide 11

VisionLink Getting Started Guide 12

VisionLink Getting Started Guide 13

Tab Option Settings

VisionLink Getting Started Guide 14

Tab Option Settings

VisionLink Getting Started Guide 15

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VisionLink Getting Started Guide 18

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Setting a date range

Sorting column contents

VisionLink Getting Started Guide 20

Resetting the password

VisionLink Getting Started Guide 21

In this chapter: This chapter describes how to manage assets by

VisionLink Getting Started Guide 22

VisionLink Getting Started Guide 23

3. In the Title field, enter a name for the asset group.

VisionLink Getting Started Guide 24

Select an option from the drop-down list, if required:

VisionLink Getting Started Guide 25

2. Enter a title for the group, and then click Save.

VisionLink Getting Started Guide 26

Marking a group as a Favorite

3. Click Save and then click Close.

Editing an asset group (Manage Groups wizard)

Deleting an asset group

VisionLink Getting Started Guide 27

3. Click Yes to confirm the deletion and then click Close.

Shared Asset Views

VisionLink Getting Started Guide 28

Creating a Shared Asset View

VisionLink Getting Started Guide 29

7. Click Next - Assets.

VisionLink Getting Started Guide 30

9. Click Next - Summary.

Managing Shared Asset Views

VisionLink Getting Started Guide 31

3. Make changes as required.

Deleting Shared Asset Views

3. Click OK to confirm the deletion and then click Close.

VisionLink Getting Started Guide 32

Viewing Shared Asset Views in Asset Details - System Details screen

VisionLink Stores impact on active Shared Asset Views

Function Description Contingency Impact

VisionLink Getting Started Guide 33

Note All existing sites appear on screen.