EquipmentManager Dealer Administrator Manual Manage Event Tracking Caterpillar


Manage Event Tracking
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1.1. Address Book
2.2. Add an Address
3.2. Edit an Address
4.2. Delete an Address
5.1. "Reactions"
7.2. Add or Edit "Event Reactions"
8.3. Alarm Reaction Types
9.2. Level "Reaction Types"
10.2. "Delete Reactions"

There are many events that EquipmentManager reports that may be time sensitive, such as "Time and Geo Fence Alarms" and some "Fault Codes". EquipmentManager enables you to configure these event alerts to be sent to an e-mail account or text messaging device. This enables immediate notification of these events so the events can be addressed in a timely manner.

By establishing an "Address Book" and telling EquipmentManager the specific events to track ("Reactions"), you can be sure that the correct person is notified when certain alarms, planned maintenance, diagnostic, events, and levels occur.

Address Book

Before you can assign reactions to individuals, you must enter the individual in the EquipmentManager "Address Book".

Add an Address

In order to add a person to the address book, use the following procedure:




    Illustration 1g01248267

    "Add Address" screen

  1. On the "Administration" screen, in the "View" box, select "Address Book". The "Address Book" screen will appear.

  1. In the "Description" box, type a description of the address. In the "Address" box, type a valid e-mail address.

  1. Click "Add Address". The address appears in the upper area of the screen.

Edit an Address

In order to edit an existing address, use the following procedure:




    Illustration 2g01739413

    The "Address Book" screen while editing an address

    (1) Pencil and paper icon

  1. From the "Address Book" screen, click the pencil and paper icon (1) next to the address to be edited. The "Edit Address" section is displayed at the bottom of the screen.

  1. Edit the description in the "Description" field.

  1. Edit the address in the "Address" field.

  1. Click the "Save" button. The updated address appears in the list of addresses at the top of the screen.

Delete an Address

In order to delete an existing address from the address book, use the following procedure:

  1. From the "Address Book" screen, select the check box next to the address you wish to delete.

  1. Click the "Delete Addresses" button. The "Delete Address" confirmation window will appear.



    Illustration 3g01248269

    Address Book - Delete Address

  1. Click "OK".

    If there are currently no "Event Reactions" that are ready to be sent to the address that is selected, the "Confirm Deletion of Targets" screen is displayed with a corresponding message.

    If there are "Event Reactions" that are ready to be sent to the address that is selected, the "Confirm Deletion of Targets" screen contains a table that lists these reactions.




    Illustration 4g01739414

    Confirm message for deleting address without "Event Reactions"

    (2) "Delete Addresses"




    Illustration 5g01739415

    Confirm message for deleting address with "Event Reactions"

    (2) "Delete Addresses"

  1. Click "Delete Addresses" (2) . The address is deleted from the address book.

"Reactions"

Once you have addresses in the EquipmentManager "Address Book", you can configure EquipmentManager to send e-mail messages to those addresses when alarms, events, diagnostics, planned maintenance notifications, and warnings are received.

Note: Event reactions that are delivered to email are provided in English only.

Add or Edit "Event Reactions"

In order to add or edit an "Event Reactions", perform the following procedure:




    Illustration 6g01739416

    "Reactions" screen

    (3) check box

    (4) "Add Reactions" button

  1. From the "Administration" screen or the "View" drop-down menu, select "Reactions".

    If you have equipment that is already selected, the "Reactions" screen will be displayed.

    If you have not already selected equipment, complete the "Equipment Search" fields and click "Display Equipment" before proceeding to Step 2.

  1. Select the check box (3) of the machine that you want to add or edit reactions.

  1. Click the "Add Reactions" button (4) . The "Add/Edit Reactions" screen will be displayed.



    Illustration 7g01739417

    "Add/Edit Reactions" screen

    (5) "Reaction Types" drop-down menu

  1. From the "Reaction Types" drop-down menu (5) , select a reaction type. The left of the "Description" list box is populated with the available reactions for the type that is selected.

  1. Select the events that are to be tracked from the left "Description" list box.

  1. Click the "Add" button. The event is moved from the left "Description" list box to the right box.

  1. If there are events that are to be removed from the reaction, select the events in the right list box.

  1. Click the "Remove" button. The event is moved from the right list box to the left list box.

  1. From the "Addresses" list box, select the address you wish an email message to be sent to when the selected events occurs.

  1. Click the "Add" button. The address is moved from the "Addresses" list box to the "Add New Addresses" list box.

  1. If there are addresses that are to be removed from the reaction, select the addresses from the "Add New Addresses" list box.

  1. Click the "Remove" button. The address is moved from the "Add New Addresses" list box to the "Addresses" list box.

  1. Click the "Save Reactions" button. The reaction is saved.

Alarm Reaction Types

The Alarm "Reaction Types" menu is used for defining the parameters for Time and Geo Fence alarm notification.

In order to receive notification of a fence violation you must select the type of violation you wish to alarm. Select one of the following types of fence violation alarms:

  • "Geo. Fence Exclusive Alarm"

  • "Geo. Fence Inclusive Alarm"

  • "Time Alarm"

In order to receive notification of fence configuration failure you must select one of the following fence configuaration alarms:

  • "Geo. Fence Inclusive Initialization Failure"

  • "Time and Geo. Fence Application Not Enabled"

  • "Time and Geo. Fence Invalid Command Length"

  • "Time and Geo. Fence Invalid Configuration Alarm"

  • "Time and Geo. Fence Invalid End Time"

  • "Time and Geo. Fence Invalid Location Flag"

  • "Time and Geo. Fence Invalid Start Time"

  • "Time and Geo. Fence Password Failure"

In order to receive notification when equipment returns to inclusive boundary select "Geo. Fence Inclusive Return Alert".

Note: AID: 0 is not supported.

Level "Reaction Types"

One of the "Reaction Types" that can be added or edited is the "Level" reaction type. The the "Add/Edit Reactions" screen has the following "Reaction Types" levels:"Derate", "Severe", "Unknown Severity" and "Warning".




Illustration 8g01248874

"Reaction Type" with levels

The "Level" reaction types correspond to the Electronic Technician (ET) defined diagnostic severity levels. Note that the "Add/Edit Reactions" screen is the only place that these levels are given alternate names. On the "Transmission Registry", these levels are still referred to by the Electronic Technician names. The following table lists the "Event Reactions" term and the corresponding ET diagnostic severity level.

Table 1
Corresponding "ET Diagnostic" Severity Level for "Reactions"    
"Reaction Type" Level     "ET Diagnostic" Severity Level    
Derate     Level 2    
Severe     Level 3    
Unknown
Severity    
Level 0
No Level    
Warning     Level 1    

"Delete Reactions"

In order to delete an "Event Reactions", use the following procedure:

  1. From the "Reactions" screen , select the check box next to the machine(s) with the reactions you wish to delete.

  1. Click the "Delete Reactions" button. The "Delete Reactions" screen will be displayed in a new window.



    Illustration 9g01739418

    "Delete Reactions"

    (5) Check box

  1. Select the check box (5) in the far right column that corresponds with the reaction you wish to delete.

  1. Click the "OK" button. The reaction is deleted.

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