EquipmentManager Dealer Administrator Manual Manage Equipment Groups Caterpillar

Introduction

Being able to create predetermined groupings of equipment is particularly useful when managing large numbers of equipment through EquipmentManager. These groups that you create will allow you to work more efficiently because you can quickly select one of your predefined groups upon which to perform any of the asset watch, maintenance watch or health watch tasks rather than entering individual serial numbers or performing advanced searches each time.

Equipment Groups

Equipment groups can be created. Existing equipment groups can be modified or deleted.

Create Equipment Group

Use the following procedure in order to create an equipment group:

1. From either the "Equipment Groups" section of the "Administration" screen or the "View" drop-down menu, select "Create Equipment Group". The "Equipment Search" screen will be displayed.

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Illustration 1	g01729973
"Create Equipment Group" - "Equipment Search" (1) "Display Equipment" button

2. Enter your search criteria in the "Equipment Search" fields and click the "Display Equipment" button (1) . The "Create Equipment Group" screen will be displayed. The results of the search will be displayed in the "Equipment List" section of this screen.

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Illustration 2	g01730034
"Create Equipment Group" - "Group Information" and "Equipment List" (2) Check box (3) "Group Name" field (4) "Group Description" field (5) "Create Group" button

3. In the "Group Information" section, enter a name for the new equipment group in the "Group Name" field (3) .

4. In the "Group Information" section, enter a description of the new equipment group in the "Group Description" field (4) .

5. In the "Equipment List" section, select the check box (2) next to each piece of equipment that you wish to add to the new equipment group.

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Illustration 3	g01270513
"Create Equipment Group Confirmation" screen

6. Click the "Create Group" button (5) at the bottom. The selected equipment is added to the new group and the "Create Equipment Group Confirmation" screen will be displayed.

Modify Equipment Group

Once you have created an equipment group, you may decide to add or remove equipment from the group or change the name and/or description of the group.

In order to modify an existing equipment group, use the following procedure:

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Illustration 4	g01730035
"Modify Equipment Group" (6) "Group Name" drop-down menu

1. From either the "Equipment Groups" drop-down menu section of the "Administration" screen or the "View" drop-down menu, select "Modify Equipment Group". The "Modify Equipment Group" screen will be displayed.

2. Select the name of the group from the "Group Name" drop-down menu (6) in order to modify the group. The "Group Information" and "Equipment List" sections appear on the "Modify Equipment Group" screen for the selected equipment group.

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Illustration 5	g01730037
"Modify Equipment Group" - "Group Information" and "Equipment List" (7) "Administrative Search" button

3. If you wish to add equipment to the equipment group, click on the "Administrative Search" button (7) , or else skip to Step 5. The "Equipment Search" screen will be displayed.

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Illustration 6	g01730039
"Equipment Search" (1) "Display Equipment" button

4. Enter your search criteria in the search fields and click the "Display Equipment" button (1) . The "Modify Equipment Group" screen will be displayed with the equipment in the existing group. The equipment list is also displayed in the "Equipment List" section of the screen.

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Illustration 7	g01730042
Updating" Equipment List" (2) Check box (3) "Group Name" field (4) "Group Description" field (8) "Next" button

5. In the "Group Information" section, edit the name in the "Group Name" field (3) .

6. In the "Group Information" section, edit the description in the "Group Description" field (4) .

7. In the "Equipment List", select the check box (2) for the equipment you want to add to the group. Clear the check box for the equipment that you want to remove from the group.

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Illustration 8	g01270517
"Modify Equipment Group Detail"

8. Click the "Next" button (8) . The "Modify Equipment Group Detail" screen will be displayed.

Delete Equipment Group

Just as you may create and modify groupings of equipment, you may also delete equipment groups completely.

In order to delete an equipment group, use the following procedure:

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Illustration 9	g01730044
"Delete Equipment Group" screen (6) "Group Name" drop-down menu

1. Either from the "Equipment Groups" section of the "Administration" screen or from the "View" drop-down menu, select "Delete Equipment Group". The "Delete Equipment Group" screen will be displayed.

2. Select the name of the equipment group you wish to delete from the "Group Name" drop-down menu (6) . The "Delete Equipment Group" screen is displayed with the details of the equipment group that you selected.

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Illustration 10	g01730046
"Delete Equipment Group" details (9) "Delete Group" button

3. Click the "Delete Group" button (9) . A window will appear with a "Delete" confirmation message.

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Illustration 11	g01246611
"Delete" confirmation message

4. Click "OK". The equipment group is deleted.

Equipment Subgroups

In addition to creating groupings of equipment, you can use these equipment groups to create subgroups. Equipment subgroups are subsets of existing equipment groups that are given a name and description, and then saved. For example, a dealer could create an equipment group of all the equipment. The Dealer could then create a subgroup that contains all of the equipment from multiple locations.

Similar to equipment groups, equipment subgroups can be selected on the EquipmentManager search screens in order to save time entering search criteria into the search and advanced search fields. The procedures to create, modify, and delete an equipment subgroup are similar to those you performed when you created, modified, and deleted an equipment group

Create Equipment Subgroup

In order to create an equipment sub group, use the following procedure:

1. From either the "Equipment Groups" section of the "Administration" screen or the "View" drop-down menu, select "Create Equipment Sub Group". The "Create Equipment Subgroup" screen will be displayed.

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Illustration 12	g01730048
"Create Equipment Subgroup" screen (6) "Group Name" drop-down menu

2. Select the name of the equipment group from which you wish to create a subgroup from the "Group Name" drop-down menu (6) . The "Create Equipment Subgroup" screen is displayed with the "Subgroup Information" section and the "Equipment List".

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Illustration 13	g01730049
"Create Equipment Subgroup" screen (2) Check box (10) "Subgroup Name" field (11) "Subgroup Description" field (12) "Create Subgroup" button

3. In the "Subgroup Information" section, enter a name for the new subgroup in the "Subgroup Name" field (10) .

4. In the "Subgroup Information" section, enter a description for the new subgroup in the "Subgroup Description" field (11) .

5. In the "Equipment List" section, select the check box (2) next to each piece of equipment in the group that you wish to be added to the new subgroup.

6. Click the "Create Subgroup" button (12) . The "Create Equipment Subgroup Confirmation" screen will be displayed.

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Illustration 14	g01270520
"Create Equipment Subgroup" confirmation

7. Click the "Done" button. The new subgroup has been created.

Modify Equipment Subgroup

You have the ability to change the name and/or the description of an equipment subgroup as well as add or remove pieces of equipment from the subgroup.

In order to modify an equipment subgroup, use the following procedure:

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Illustration 15	g01730050
"Modify Equipment Subgroup" (6) "Group Name" drop-down menu

1. From either the "Equipment Groups" section of the "Administration" screen, or from the "View" drop-down menu, select "Modify Equipment Sub Group". The "Modify Equipment Sub Group" screen will be displayed.

2. Select the name of the group for the subgroup that you wish to modify from the "Group Name" drop-down menu (6) . The subgroups that pertain to the selected group will be populated in the "Subgroup Name" drop-down menu.

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Illustration 16	g01730052
"Modify Equipment Subgroup" (13) "Subgroup Name" drop-down menu

3. Select the name of the subgroup you wish to modify from the "Subgroup Name" drop-down menu (13) . The "Modify Equipment Subgroup" screen will be displayed with the "Subgroup Information" and "Equipment List" sections.

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Illustration 17	g01730053
Editing "Subgroup Information" and "Equipment List" (2) Check box (10) "Subgroup Name" field (11) "Subgroup Description" field (8) "Next" button

4. In the "Subgroup Information" section, edit the name in the "Subgroup Name" field (10) .

5. In the "Subgroup Information" section, edit the description in the "Subgroup Description" field (11) .

6. In the "Equipment List" section, select the check box (2) for the equipment you want to add to the subgroup. Clear the check box for the equipment that you want to remove from the subgroup.

7. Click the "Next" button (8) . The subgroup is modified and the "Modify Equipment Subgroup Detail" screen will be displayed.

Illustration 18	g01270523
"Modify Equipment Subgroup Detail"

Delete Equipment Subgroup

In order to delete an equipment subgroup, use the following procedure:

1. From either the "Equipment Groups" section of the "Administration" screen or the "View" drop-down menu, select "Delete Equipment Sub Group". The "Delete Equipment Subgroup" screen will be displayed.

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Illustration 19	g01730054
"Delete Equipment Subgroup" (6) "Group Name" drop-down menu

2. Select the name of the group for the subgroup you wish to delete from the "Group Name" drop-down menu (6) . The "Subgroup Name" drop-down menu is populated with all the subgroup names that match the selected group.

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Illustration 20	g01730055
"Delete Equipment Subgroup" (13) "Subgroup Name" drop-down menu

3. Select the name of the subgroup you want to delete from the "Subgroup Name" drop-down menu (13) . The "Delete Equipment Subgroup Details" screen will be displayed.

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Illustration 21	g01730057
"Delete Equipment Subgroup" details (14) "Delete Subgroup" button

4. Click the "Delete Subgroup" button (14) . A window will appear with a "Delete" confirmation message.

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Illustration 22	g01246657
"Delete" confirmation message

5. Click "OK". The equipment subgroup is deleted.

Equipment Group Assignment

As an EquipmentManager dealer administrator, you have the ability to assign other dealers, customers, and users to equipment groups and equipment subgroups. Those groups that you assign will appear in the "Equipment Group" drop-down menu of the related search screens. You can share equipment groups with users that would not otherwise have access. You can assign also the management of groups of equipment to individual employees.

Assign Equipment Group to Dealer

In order to assign an equipment group to a dealer, use the following procedure:

1. From either the "Equipment Groups" section of the "Administration" screen or the "View" drop-down menu, select "Create Equipment Group Assignment". The "Create Equipment Group Assignment" screen will be displayed.

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Illustration 23	g01730058
"Create Equipment Group Assignment" for the dealer (6) "Group Name" drop-down menu (15) "Group Assignment" drop-down menu (16) "Dealer" drop-down menu (17) "Start Date" field (18) "End Date" field (8) "Next" button

2. Select the name of the group you wish to assign to a dealer from the "Group Name" drop-down menu (6) .

3. Select "Dealer" from the "Group Assignment" drop-down menu (15) . The "Dealer" drop-down menu (16) will appear below the "Group Assignment" drop-down menu.

4. Select the name of the dealer you wish to assign the group to from the "Dealer" drop-down menu (16) . Every dealer level user from the assigned dealership will have access to this group in the "Group Name" drop-down menu (6) .

5. Enter the timeframe for this assignment by clicking the calendar icons next to the "Start Date" field (17) and "End Date" (18) field and selecting a date.

   If you wish the assignment to be indefinite, do not complete this step.

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Illustration 24	g01246668
"Create Equipment Group Assignment Detail" for the dealer

6. Click the "Next" button (8) . The assignment is created and the "Create Equipment Group Assignment Detail" screen will be displayed.

Assign Equipment Group to Customer

In order to assign an equipment group to a customer, use the following procedure:

1. From either the "Equipment Groups" section of the "Administration" screen or the "View" drop-down menu, select "Create Equipment Group Assignment". The "Create Equipment Group Assignment" screen will be displayed.

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Illustration 25	g01730059
"Create Equipment Group Assignment" for the customer (6) "Group Name" drop-down menu (15) "Group Assignment" drop-down menu (19) "Universal Customer ID" drop-down menu (17) "Start Date" field (18) "End Date" field (8) "Next" button

2. Select the name of the group you wish to assign to a customer from the "Group Name" drop-down menu (6) .

3. Select "Customer" from the "Group Assignment" drop-down menu (15) . The "Universal Customer ID" drop-down menu (19) will appear below the "Group Assignment" drop-down menu.

4. Select the "Universal Customer ID" of the customer you wish to assign the equipment group from the "Universal Customer ID" drop-down menu (19) .

5. Enter the timeframe for this assignment to last by clicking the calendar icons next to the "Start Date" field (17) and "End Date" (18) field and selecting a date.

   If you wish the assignment to be indefinite, do not complete this step.

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Illustration 26	g01730060
"Create Equipment Group Assignment Detail" for the customer

6. Click the "Next" button (8) . The assignment is created and the "Create Equipment Group Assignment Detail" screen will be displayed.

Assign Equipment Group to User

In order to assign an equipment group to a user, use the following procedure:

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Illustration 27	g01730061
"Create Equipment Group Assignment" for the user (6) "Group Name" drop-down menu (15) "Group Assignment" drop-down menu (20) "Login ID" field and "Select From User List" link (19) "Universal Customer ID" drop-down menu (2) Check box (8) "Next" button

1. From either the "Equipment Groups" section of the "Administration" screen or the "View" drop-down menu, select "Create Equipment Group Assignment". The "Create Equipment Group Assignment" screen will be displayed.

2. Select the name of the group you wish to assign to a user from the "Group Name" drop-down menu (6) .

3. Select "User" from the "Group Assignment" drop-down menu (15) . The "Login ID" field and "Select FromUser List" link (20) will appear below the "Group Assignment" drop-down menu.

4. Enter a valid CWS-ID in the "Login ID" field or click the "Select From User List" (20) .

   If you entered a CWS-ID, skip to Step 6. If you clicked "Select From User List", a "Universal Customer ID" drop-down menu (19) will appear below the "Login ID" field.

5. From the "Universal Customer ID" drop-down menu (19) , select the UCID for which the user you wish to assign the equipment group pertains.

   The users that pertain to the selected UCID appear in the "User List" section

6. Enter the timeframe for the assignment to last by clicking the calendar icons next to the "Start Date" field and "End Date" field and selecting a date.

   If you wish the assignment to be indefinite, do not complete this step.

7. Select the check box (2) next to all users in the "User List" section that you wish to assign the equipment group.

8. Click the "Next" button (8) . The "Create Equipment Group Assignment Detail" screen will be displayed.

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Illustration 28	g01246747
"Create Equipment Group Assignment Detail" for the user

9. Click the "Create Equipment Group Assignment" button. The equipment group assignment is created.

Delete Equipment Group Assignment

You can delete an indefinite equipment group assignment or an assignment before the assignment is set to expire by using the "Delete Equipment Group Assignment" functionality.

In order to delete an equipment group assignment, use the following procedure:

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Illustration 29	g01730062
"Delete Equipment Group Assignment" (6) "Group Name" drop-down menu (2) Check box (8) "Next" button

1. From either the "Equipment Groups" section of the "Administration" screen or the "View" drop-down menu, select "Delete Equipment Group Assignment". The "Delete Equipment Group Assignment" screen will be displayed.

2. In the "Group Name" drop-down menu (6) , select the name of the group from which you wish to delete an assignment.

   The "Select assignments to delete" section is populated with a list of all assignments made to the selected group.

3. Select the check box (2) next to all of the assignments you wish to delete.

4. Click the "Next" button (8) . The "Delete Equipment Group Assignment Detail" screen will be displayed.

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Illustration 30	g01246752
"Delete Equipment Group Assignment Detail"

5. Click the "Delete Equipment Group Assignment" button. The equipment group assignments are deleted.

Equipment Subgroup Assignment

Assign Equipment Subgroup to Dealer

Equipment subgroup assignments are subsets of existing equipment group assignments. As with equipment group assignments, you can assign these subgroups to Dealers, customers, and users.

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Illustration 31	g01730064
"Create Equipment Subgroup Assignment" for a dealer (6) "Group Name" drop-down menu (13) "Subgroup Name" drop-down menu (15) "Group Assignment" drop-down menu (16) "Dealer" drop-down menu (17) "Start Date" field (18) "End Date" field (8) "Next" button

1. From either the "Equipment Groups" section of the "Administration" screen or the "View" drop-down menu, select "Create Equipment Sub Group Assignment". The "Create Equipment Subgroup Assignment" screen will be displayed.

2. Select the name of the group for the subgroup you wish to assign to a dealer from the "Group Name" drop-down menu (6) .

3. Select the name of the subgroup you wish to assign to a dealer from the "Subgroup Name" drop-down menu (13) .

4. Select "Dealer" from the "Group Assignment" drop-down menu (15) . The "Dealer" drop-down menu (16) will appear below the "Group Assignment" drop-down menu.

5. Select the name of the Dealer you wish to assign the group to from the "Dealer" drop-down menu (16) .

6. Enter the timeframe in which you wish this assignment to last by clicking the calendar icons next to the "Start Date" field (17) and "End Date" (18) field and selecting a date.

   If you wish the assignment to be indefinite, do not complete this step.

7. Click the "Next" button (8) . The assignment is created and the "Create Equipment Group Assignment Detail" screen will be displayed.

Illustration 32	g01246759
"Create Equipment Subgroup Assignment Detail" for a dealer

Assign Equipment Subgroup to Customer

In order to assign a subgroup to a customer, use the following procedure:

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Illustration 33	g01730068
"Create Equipment Subgroup Assignment" for the customer (6) "Group Name" drop-down menu (13) "Subgroup Name" drop-down menu (15) "Group Assignment" drop-down menu (19) "Universal Customer ID" drop-down menu (17) "Start Date" field (18) "End Date" field (8) "Next" button

1. From either the "Equipment Groups" section of the "Administration" screen or the "View" drop-down menu, select "Create Equipment Sub Group Assignment". The "Create Equipment Subgroup Assignment" screen will be displayed.

2. Select the name of the Group for the Subgroup you wish to assign to a customer from the "Group Name" drop-down menu (6) .

3. Select the name of the subgroup you wish to assign to a customer from the "Subgroup Name" drop-down menu (13) .

4. Select "Customer" from the "Group Assignment" drop-down menu (15) . The "Universal Customer ID" drop-down menu (19) will appear below the "Group Assignment" drop-down menu.

5. Select the Universal Customer ID of the customer you wish to assign the equipment group from the "Universal Customer ID" drop-down menu (19) .

6. Enter the timeframe in which you wish this assignment to last by clicking the calendar icons next to the "Start Date" field (17) and "End Date" (18) field and selecting a date.

   If you wish the assignment to be indefinite, do not complete this step.

7. Click the "Next" button (8) . The assignment is created and the "Create Equipment Group Assignment Detail" screen will be displayed.

Illustration 34	g01246833
"Create Equipment Subgroup Assignment Detail" for the customer

Assign Equipment Subgroup to User

In order to assign a subgroup to a user, use the following procedure:

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Illustration 35	g01731874
"Create Equipment Subgroup Assignment" for a user (6) "Group Name" drop-down menu (13) "Subgroup Name" drop-down menu (15) "Group Assignment" drop-down menu (20) "Login ID" field and "Select From User List" link (19) "Universal Customer ID" drop-down menu (2) Check box (8) "Next" button

1. From either the "Equipment Groups" section of the "Administration" screen or the "View" drop-down menu, select "Create Equipment Sub Group Assignment". The "Create Equipment Subgroup Assignment" screen will be displayed.

2. Select the name of the Group for the Subgroup you wish to assign to a user from the "Group Name" drop-down menu (6) .

3. Select the name of the subgroup you wish to assign to a user from the "Subgroup Name" drop-down menu (13) .

4. Select "User" from the "Group Assignment" drop-down menu (15) . The "Login ID" field and "Select FromUser List" link (20) appear below the "Group Assignment" drop-down menu.

5. Enter a valid CWS-ID in the "Login ID" field or click the "Select From User List" link (20) .

   If you entered a CWS-ID, skip to Step 7. If you clicked "Select From User List", a "Universal Customer ID" drop-down menu (19) will appear below the "Login ID" field.

6. From the "Universal Customer ID" drop-down menu (19) , select the UCID for which the user you wish to assign the equipment group pertains. The users that pertain to the selected UCID appear in the "User List" section.

7. Enter the timeframe in which you wish this assignment to last by clicking the calendar icons next to the "Start Date" field (17) and "End Date" (18) field and selecting a date.

   If you wish the assignment to be indefinite, do not complete this step.

8. Select the check box (2) next to all users in the "User List" section that you wish to assign the equipment group.

9. Click the "Next" button (8) . The "Create Equipment Group Assignment Detail" screen will be displayed.

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Illustration 36	g01730071
"Create Equipment Subgroup Assignment Detail" for a user (21) "Create Equipment Group Assignment" button

10. Click the "Create Equipment Group Assignment" button (21) . The equipment group assignment is created.

Delete Equipment Subgroup Assignment

You can delete an indefinite equipment subgroup assignment or an assignment before the assignment is set to expire by using the "Delete Equipment Sub Group Assignment" functionality.

In order to delete an equipment subgroup assignment, use the following procedure:

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Illustration 37	g01730072
"Delete Equipment Subgroup Assignmen" (6) "Group Name" drop-down menu (13) "Subgroup Name" drop-down menu (2) Check box (8) "Next" button

1. From either the "Equipment Groups" section of the "Administration" screen or from the "View" drop-down menu, select "Delete Equipment Subgroup Assignment". The "Delete Equipment Subgroup Assignment" screen will be displayed.

2. In the "Group Name" drop-down menu (6) , select the name of the Group for the Subgroup from which you wish to delete an assignment.

3. In the "Subgroup Name" drop-down menu (13) , select the name of the subgroup from which you wish to delete an assignment.

   The "Select assignments to delete" section is populated with a list of all assignments made to the selected subgroup.

4. Select the check box (2) next to all of the assignments you wish to delete.

5. Click the "Next" button (8) . The "Delete Equipment Subgroup Assignment Detail" screen will be displayed.

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Illustration 38	g01730073
"Delete Equipment Subgroup Assignment Detail" (22) "Delete Equipment Subgroup Assignment" button

6. Click the "Delete Equipment Subgroup Assignment" button (22) . The selected equipment subgroup assignments are deleted.