S·O·SSM Services

CAT Inspect
Performing S·O·S Inspections
 Agenda

• Introduction
• Overview
• Get Started
• Kit Identification / Creation
• Obtain sample numbers
• Obtain new sample kits
• Functionality Walk-Through
• Login
• Process to submit
• Receiving of the sample

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 Introduction

Having the ability to leverage the same tool to complete multiple functions makes the task at hand
simpler. By leveraging the Cat Inspect 4.0 or newer app, hand writing S·O·S sample labels is no
longer needed! Save time and effort by completing and submitting your samples electronically with
Cat Inspect.

With this new process, not only will the technicians be more efficient, the efficiency of the S·O·S
Services program improves as the information syncs with the Cat S·O·S software system.

Simply scan the sample bottle, input needed information, and submit. It really is that simple! Let us
show you the steps needed to get your program started today.

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 Overview – (5) Steps for Program Creation and Execution

1) Identify your kit offerings 2) Develop Kit Labels 3) Obtain sample numbers

4) Obtain new sample kits from supplier 5) Log sample via Cat Inspect and Submit

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 Identify Kit Offerings / Kit Development Plan
1) Identify the different offerings available 3) Develop labeling and color coding Example 1
– Standard Testing
– Karl Fischer
– TAN/TBN
– V40
– Particle Quantifier Index (PQI)
– Particle Count (PC) Photo
– Etc

2) Identify the quantity of combinations Example 2

– Standard
– Standard / Karl Fischer
– Standard / TAN/TBN
– Fuel
– Coolant Level 1
– Coolant Level 2
– Etc

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 Label Information Identification
Testing Offering Dealer Lockup
Karl Fischer /
Water Analysis Compartment Identification
QR Code Note: Identification will occur
PDF 417 within the Cat Inspect App. Not
Code 39 required on the label, however
recommended.

Sample Number
From S·O·S Testing Offering
Help Desk Up to 2
available.
TAN or TBN &
TAN/TBN

Cat Inspect Ready

Identification Specialized
Testing Offering
Up to 3 available
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 Obtain Sample Numbers
The process starts with the dealer obtaining a sequence of sample numbers from the Cat S·O·S Services Help Desk. Once the sequence of sample numbers are
provided, the dealer works with their sample bottle supplier to obtain prelabeled sample bottles with the associated barcodes, sample identification numbers, and
any additional information needed by the dealership.

Cat S·O·S Services Help Desk Contact Information

– Telephone: +1 309 670 2788
– Toll-free (U.S.): +1 877 717 0707
– Email: [email protected]

When the Help Desk is contacted please identify:

– The sample numbers are for use with Cat Inspect.
– The dealer code.
– The quantity of sample numbers requested.

QR Code and Sample Number Association

The QR code is an encoded piece of data, and in this case, the
association to the sample number… not all of the product information
associated via the app. When Services Manager reads the QR code, it
captures the sample number and then associates all of the product
information that was provided via the app.

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 Obtain New Sample Kits From the Supplier

Work with the bottle supplier to have sample labels created that:
• Have the QR Code and sample number - required
• Identify the Dealership name
• Color coded to identify the testing that was paid for
• Adhered to the bottle

Acceptable S•O•S barcode formats include:

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 Barcoded Bottles Example

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 S·O·S Inspections – Login

Login with CWS or TouchID Tap ‘Create Inspection’ Tap ‘S•O•SSM’

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 Add S·O·S Compartment Information

3. Tap to scan the sample barcode

1. Scan Equipment QR * Barcode number will display in ‘Sample Number’
Code, Cat PIN or enter
equipment data manually 4. Start entering S·O·S sample information

Tap to select compartment from available list

Tap to select brand from available list

Tap to select weight from available list

Tap to enter the meter on the fluid

2.Tap ‘Add Compartment’
Keep scrolling to capture Fluid/Filter
Change data

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 Entering Filter/Fluid Change Information

6. Tap the arrow to return

to the Customer and
Asset information tab.

Tap to indicate whether

fluid was changed

Tap to indicate whether

filter was changed
Scroll down Add any Inspection
to enter notes as needed
Fluid/filter
change info 5. Tap to Add Next
Compartment, compartments
should be entered individually
as required

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 Submitting S·O·S Services Inspection
Once all compartments have
been added and completed:

Header information pulled

from QR code/Cat Pin
data

S·O·S sample /
compartments are displayed

Once submission step is concluded, S·O·S

7. Tap to Submit Laboratory receives pre-registered samples
on S·O·S Service Manager Software
NOTE: A message in red will appear if any Barcode
error is present for an specific compartment. Follow
alert instructions to resolve.

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 Please Note!!
 It is very important to indicate whether the Filter or Fluid was changed with each sample for accurate
interpretation recommendations.
 Connected vs not connected phones
 Many jobsites do not have cellular connectivity. Do not fear.
 The samples will submit once reconnected to internet.
 When connected, the S·O·S Inspection receives the list of valid compartments for the given serial
number. Without connection, a default list of 20 most used compartments is displayed. Technicians to
use the Notes section to indicate specific compartment.
 Don’t get confused between the Cat product QR code/ PIN barcode and the S•O•S sample QR Code
Inspect QR Code S·O·S Sample QR Code
Product Label Sample Number
For use with Cat For use with S·O·S
Inspect forms Inspections

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 Product QR Code Generation
1) Go to https://catinspectweb.cat.com/ 4) Click on

2) Click on QR Code Icon on 5) A QR code will be visually generated and a “.jpg” file will
left side of screen. be available to be saved for future reference and printing.

3) Enter Equipment and Customer information.

TIP: Printed copy of QR code can be placed in

Equipment cabin for future inspections.

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 Receiving the Sample in the Lab

• Samples pre-registered through Cat Inspect are received in the same way as
all other pre-registered samples
– Dealer should access Sample login screen on Services Manager
– In the ‘Serial Number’ field hit CTRL-S
– Barcode can be scanned or sample number manually entered
– All sample information provided will be displayed
– Lab Registration Clerk logs the sample

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 Frequently Asked Questions (FAQ)
– Q. Who has access to the Cat Inspect App?
A. Any customer, dealer, or internal Cat employee with a CWS ID and password can leverage the app
– Q. How does the dealer obtain pre-labeled sample bottles?
A. The dealer will need to work with their bottle supplier and provide them with the sequence of sample
numbers for the labels.
– Q. How do I submit samples if I am remote without wireless connection?
A. Simply tap the submit button and when the device regains connectivity, the samples will submit. If it
appears they are not going, tap on the samples and tap the submit button again.
– Q. Can I add new serial numbers with the Cat Inspect App?
A. No. New serial numbers must be set up in S·O·S Services Manager prior to using the Cat Inspect app to
submit samples.
– Q. Can a dealer request specific sets of Sample ID numbers?
A. No. Unique sample ID numbers are assigned at the time of request.

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 Frequently Asked Questions (FAQ)

- Q. I receive notifications in Cat Inspect when trying to submit the sample(s). Why?
A. There are two potential causes for notifications to occur when trying to submit; the asset is not properly
entered into S·O·S Services Manager or the sample ID number is not associated to the dealership identified
in the Customer and Asset Info section. Ensure each possibility is completed and correct, and the notification
should be corrected. If the notification is not corrected, please contact the S·O·S Services Help Desk for
further assistance.

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 Frequently Asked Questions (FAQ)

- Q. I receive S·O·S Services Manager notifications when scanning the new barcode. Why?
A. There are typically two causes for the notifications; submission error or the serial number is not properly
set up in S·O·S Services Manager. Submission errors could occur if there wasn’t any wireless connection at
time of submission or the device did not recognize the command. If the serial number is not set up in Services
Manager, or the serial number is associated to a different dealer, a notification will occur. To correct the
notifications, the lab registration clerk can ensure the assets are properly entered into S·O·S Services
Manager and associated to your dealership. If the notification is not corrected, please contact the S·O·S
Services Help Desk.

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 Download for Apple and Droid Devices

Available to Customers on Apple and Android

Cat Inspect 4.0 or newer, a mobile inspection app, can be downloaded
via Apple & Android Devices.

Apple App Store Google Play

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 Resources
– Understanding S·O·SSM Inspections in Cat® Inspect 4.0 – Media Number PEXQ1035

– S·O·S Inspections in Cat Inspect PERJ1041 (Video, 2.31 min)

https://channel1.mediaspace.kaltura.com/media/S%C2%B7O%C2%B7S+Inspections+in+Cat+Inspect
+PERJ1040/1_duyrwq0j
https://www.youtube.com/watch?v=kRXgrT28F4I

– Cat® Inspect App – Launching Cat Inspect (Video, 1.25 min)

https://www.youtube.com/watch?v=Bkce9IvR3mM

– Cat® Inspect App – Full Overview & Demo (Video, 12.25 min)
https://www.youtube.com/watch?v=zhzglHfEv0Q

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 Support

Cat S·O·S Inspection related help/questions: Cat Inspect related help/questions:

 Request sample numbers  Equipment Inspection error messages / notifications
 Sample submission error messages / notifications  Site Inspection error messages / notifications
 S·O·S Inspection issues  Picture / video uploading issues
 Etc  Etc

[email protected] [email protected]

+1 309 670 2788 International +1 309 670 2786 International

1 877 717 0707 Toll Free US Only 1 844 275 8235 Toll Free US Only

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 QUESTIONS?

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