Volvo G990 User Manual

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User manual for Dealers
CareTrack
Volvo Construction Equipment Telematics System
2015-01-05
M1 2015
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Summary of Contents

Page 1 - CareTrack

i User manual for Dealers CareTrack Volvo Construction Equipment Telematics System 2015-01-05 M1 2015

Page 2

- 5 - 2.5 Create a new Customer A Dealer can create customers in the system. This must be done before attaching any machines to the custome

Page 3

- 6 - 2.7 Edit my profile This function can be performed by all users. A user in the system can change his/her own information and passwor

Page 4

- 7 - 2.9 Delete a machine This function can be performed by a dealer with administrative rights. Step 1 – Delete a Machine   Select th

Page 5

- 8 - 2.11 Delete sub-dealers This function can be performed by a dealer with administrative rights. Step 1 – Delete a Dealer   Select th

Page 6 - 1 Introduction

- 9 - 3 General usage tips There are some usage patterns that are generally applicable all over the portal; they are listed in

Page 7 - 1.7 Support

- 10 - To configure the Machine tree click on the “Open Configuration” icon. Here you can choose to display the machines by Machine nam

Page 8 - 2 Administrative functions

- 11 - Screenshot 3.5– Configuration of Filter  Note, if you want to search and display the Chassis ID, remember to change the configurati

Page 9 - - 4

- 12 - 3.1.3 Machine status In the machine tree, the machines’ status when the machines last communicated is shown by a colored line. The c

Page 10 - 2.6 Delete a customer

- 13 - 4 How do I create customer and activate machines? This chapter describes the process for a dealer to activate a customer

Page 11 - 2.8 Create a new Machine

- 14 - 4.2 Step 2 - Create a new Machine A machine can only be created by a dealer with administrative rights. By using the Machine form on

Page 13 - 2.11 Delete sub-dealers

- 15 -  If a problem arises a message is shown in red at the top of the page.  Some steps are required and they are marked *. Oth

Page 14 - 3 General usage tips

- 16 - •  Click outside of the Chassis ID box. Chassis ID: • If trying to register a machine not compatible with the hardware or the

Page 15 - - 10

- 17 - Remaining fields: • () Name the machine and fill in the other fields as required. • () For a machine to be visible to a Key Accou

Page 16 - - 11

- 18 - 5 Maps, Machine positions and Machine Summary One of the key functions in the CareTrack portal is the ability to retriev

Page 17 - 3.2 Create and attach

- 19 - 5.2 View and select all machines within map area The last stored position is used when displaying a machine’s position. Step 1 – Navi

Page 18 - - 13

- 20 - 5.4 View Status report and Fuel levels Machine locations, status, last update date & time and fuel levels can be viewed in list

Page 19 - - 14

- 21 - 5.5 View Machine information & Machine summary 5.5.1 Machine Information Step 1 –  Click on a machine row in Status report, Op

Page 20 - NOTES:

- 22 -  The upper part of the machine summary looks like this  Here you can see Machine, Dealer/Customer and subscription details.  The

Page 21 - - 16

- 23 - 6 Using geofence and timefence This chapter describes the geofence and timefence functions. 6.1 What are geofence and timefence? Geo

Page 22 - - 17

- 24 - Step 2 – Create a geofence/timefence configuration   Click on the ”Add” button to navigate to the configuration page for geofence

Page 23 - 5.1 View machines on map

3 Index 1 INTRODUCTION ... 1 1.1 WHO SHOULD R

Page 24 - - 19

- 25 - 6.3 Attach geofence/timefence A geofence or timefence must be activated for a selection of machines to work. The way of doing thi

Page 25 - - 20

- 26 - Steg 2 – Activate geofence/timefence configuration   Choose geofence/timefence in the drop down lists for each machine and click

Page 26 - 5.5.2 Machine Summary

- 27 - 7 Service planning Service plans can be created and attached to machines to keep track of when services should be carri

Page 27 - - 22

- 28 - Step 2 – Create Service Plans   Click the “Add” button.  () Enter the name of the service plan.   Click the “Save as” butto

Page 28 - - 23

- 29 - Step 3 – Add service items to Service Plans  () Enter service occasions (as many as desired).   Click the “Save” butt

Page 29 - - 24

- 30 - 7.2 Attach service plan to one or several machines A service plan has to be attached to one or more machine(s) to be abl

Page 30 - - 25

- 31 - Step 3 – Acknowledge the executes service   Click the “Acknowledge” button.  If required you can set a correct date and machine

Page 31 -  Machines must be selected

- 32 - 7.5 Attach wear part to one or several machines This function can be performed by a dealer with administrative rights. Step 1 – Sele

Page 32 - 7 Service planning

- 33 - 8.1 View and Acknowledge Brake Test results To acknowledge the Brake Test results. Step 1 – Select machines Step 2 – Navigate to the

Page 33 - - 28

- 34 - 9 Manage Alarms and Error codes The CareTrack system provides several types of alarms and error codes, for example, when a service is

Page 34 - - 29

4 7 SERVICE PLANNING ... 27 7.1 CREATE A SERVICE PLAN ..

Page 35 - - 30

- 35 - 9.3 Manage alarm notifications “Notifications” is a way of forwarding selected alarm types. The user can create different plans and s

Page 36 - - 31

- 36 - Step 2 – Select which CareTrack Alarms, Machine Error codes and alarms you want in the plan   Click on the required

Page 37 - 8 Brake Test

- 37 - 9.4 Attach Notification plan to one or several machines A Notification plan has to be attached to one or more machine(s)

Page 38

- 38 - 10 Manage reports The CareTrack system offers a number of reports to follow machine hours, fuel consumption, Machine Utilization. The

Page 39 - - 34

- 39 - 10.2 Machine utilization Operation Reports service package is needed! The machine utilization report contains machine hours, f

Page 40 - - 35

- 40 - 10.3 Machine specific productivity reports Operation Reports service package is needed! The productivity report types are specific fo

Page 41 - - 36

- 41 - 10.3.2 Crawled excavator reports * These columns show the fuel consumption distribution rate on each work mode, during the selected

Page 42 - - 37

- 42 - 10.3.3 Wheeled excavator reports * These columns show the fuel consumption in each control mode, during the selected pe

Page 43 - 10 Manage reports

- 43 - 10.3.4 Articulated hauler reports * These columns shows the brake usage distribution between activated retarder and activ

Page 44 - 10.2 Machine utilization

- 44 - 10.3.5 Grader reports * This column shows the machines' average speed during the selected period in time. ** This column sho

Page 45 - 10.3.1 Wheel loader reports

5 13.3.4 One Time Pin Code (only for customers in certain markets)... 59 13.4 IMMOBILIZATION ...

Page 46 - - 41

- 45 -  Note! This needs to be activated by an authorized dealer and is part of the “Production” service package. Once this option is added

Page 47 - - 42

- 46 - Step 1 – Log-in as dealer user. Step 2 – Navigate to Operation Reports   Choose the “Fleet” tab on the “Operations reports” ov

Page 48 - - 43

- 47 - 10.5.1 Fleet reports Email Status Step 1 – Navigate to Operation Reports   Choose the “Fleet” tab on the “Operations reports” overv

Page 49 - 10.4 Production

- 48 - 11.1.2 Create work shifts Step 1 – View work shifts   Click on the “Work shift” button. Step 2 – Create workshifts   Click o

Page 50 - - 45

- 49 - 11.2 Attach a work shift to one or more machines A work shift must be attached to one or more machines to see the usage of a machine

Page 51 - - 46

- 50 - 12 MATRIS data download MATRIS data can be downloaded from machines with the advanced hardware. These files can later be u

Page 52 - 11 Manage Work shifts

- 51 - 12.2 Automatic MATRIS downloads Step 1 – Select machines Step 2 – Navigate to the MATRIS page and select Automatic download Step 3

Page 53 - 11.1.2 Create work shifts

- 52 - 13 Anti-theft CareTrack Anti-theft is a Volvo Construction Equipment Anti-theft solution that allows immobilization of Volvo CE machin

Page 54 - 11.2.1 Attach work shift

- 53 -   Under Dealer ‘Service Packages to Add’, select Anti-theft from the Left hand side box by clicking on Anti-theft and move it to th

Page 55 - 12 MATRIS data download

- 54 - 13.2 Machines activated with Anti-theft In the Overview Tab of Anti-theft, the trigger status of the selected machines can be viewed.

Page 56 - - 51

- 1 - 1 Introduction Welcome as a user of the Volvo CE telematics system – CareTrack. This User Manual is intended as a Guide for users at V

Page 57 - 13 Anti-theft

- 55 - 13.2.2 Immobilized status The immobilized status indicates if the machine is immobilized or not. The icons indicate the following: 

Page 58

- 56 - 13.2.4 Triggers If you select an individual machine from the overview, a list of the immobilization ”triggers” and their status will b

Page 59 - 13.2.1 Service action

- 57 - Geofence (only in selected markets) - A geographical area based on coordinate and radius can be defined as authorized to work. If the

Page 60 - 13.2.3 Alarms

- 58 - The ”Pin Code” button will display access to the ”Get current code” button where the current code can be retrieved and the ”

Page 61 - 13.2.4 Triggers

- 59 - Screenshot 13.10 – Change Pin Code 13.3.3 Change Pin Code level 2 Change of the Level 2 Pin Code (owner pin code) can be done with

Page 62 - 13.3.1 Authorization levels

- 60 - Step 1 – Select the Anti-theft menu Step 2 – Select the “Overview” tab   Select a machine   In the Machine information window, c

Page 63 - - 58

- 61 - 13.4 Immobilization The machine can be immobilized by the triggers listed above. It can also be immobilized from the portal by the cus

Page 64 - - 59

- 62 - 13.5 Active tracking If a machine is immobilized the Active tracking will start. The Active tracking is saved until a new event trigge

Page 65 - - 60

- 63 - Active tracking could also be reached through the “Machine Information” window. Step 1 – Select the Anti-theft menu Step 2 – Select

Page 66 - 13.4 Immobilization

- 64 - 13.6 Anti-theft alarms and history When triggers are being activated an Anti-theft alarm is stored in the alarm section. The alarms wi

Page 67 - 13.5 Active tracking

- 2 -  Indicates a mouse action  Indicates that the action involves typing in entries Screenshots are inserted in order to give an illust

Page 68 - - 63

- 65 - 14 Appendix, Codes, Abbreviations and Roadmap These examples are from the CareTrack User manual. Some of this codes and abbreviations

Page 69 - Alarms can only be

- 66 - 11383191P01 11381207 Satellite com 11383308P01 11381209 No Satellite comm 11383514P01 11381460 Satellite com for Brasil 11384878P01

Page 70 - - 65

- 3 - 2 Administrative functions Administrative functions allow adding to the system machines and users of different kinds. 2.1 What is a u

Page 71 - - 66

- 4 - Step 2 – Create the user by selecting users tab  Select the tab “Users”.   Click on the “Add” button to add a new user.  ()

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