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Cat Inspect 4.0Navigating the mobile application

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Cat Inspect 4.0

Available for download on the Google Play Store

Available for download on the Apple iStore.

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Logging In

Login to Cat Inspect 4.0 via tapping Sign In button or Sign in with TouchID

Login with CWS

credentials

Login with TouchID

Tap ‘Yes’ to

associate CWS

with fingerprint* User can then click

‘Sign in with Touch ID’

moving forward

* Enables 90 day login vs. 30 day

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Settings

Settings are set at default levels. Only change if required.

Tap > Settings

Enter the e-mail of the

individual(s) or shared

inbox to receive a report

notification.

Tap to add multiple

e-mails.

Tap to add contact

from user device.

Toggle on if signature is

required for every task

Toggle on to save images

to user’s device

Tap to change, if

required.

NOTE:

Tapping and ‘Home’ will bring user back to

Inspections Panel

NOTE: All Cat Inspect

settings within the app

are specific to that

device. I.e. settings are

not attached to CWS ID.

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IMPORTANT: Offline Capability

Forms, regardless of who assigns them,

must be downloaded onto the user’s device

PRIOR TO heading to a remote site with no

service. The forms may be under In

Progress, Assigned or Favorites to access.

Once the form(s) are downloaded onto the

device, the technician may perform and

complete the inspection at site, tap Submit

and the form will push through to

completion when connectivity resumes.

Failure to do so prior to heading to a site

with no service will result in the inability to

complete or load a form.

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Inspections Panel

Three main panels:

• In progress

• Forms that have started but

are incomplete

• Assigned

• Forms assigned to user,

either by user or another

assignor

• Submitted

• Forms completed and sent

to web console

To start an inspection, tap Create

Inspection or the ‘+’ symbol

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Creating an Inspection

After is clicked > Select Inspection

Type

EquipmentThe majority of forms are all housed under this category.

SiteBrings up two Form Types: Contamination Control and Dealer

Retail Experience

SOSUsers can perform SOS inspections

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Equipment Inspection

Toggle on to display Custom

Forms only

A Note about Searching:

Search by Family or S/N, depending on the form.

E.g. if the form is for a PM service under a specific S/N prefix for a

specific model, search by S/N prefix over product family.

E.g. if the form is a general form used across a range of products,

search by Product Family under ‘Family-All’.

E.g. if the form has no S/N prefix associated with it, but is for a specific

product, search via Product Family.

Search Forms

Select Equipment Inspection Type

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Equipment Inspection

Searching by either field

will return a list of Form

Types, and tapping into

each Form type will

display a list of forms

associated with that

Family or S/N and Form

Type.

Search Forms

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Equipment Inspection

Tapping on the icon will set the form as a favorite

and move it into the Favorites section of the application

• Tap on the form to create the Inspection

• This opens up the form

Setting Favorites

Note: Favorites allows a user to download a frequently

used inspection form and use it many times, eliminating the

need to download a new form for every inspection

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Equipment Inspection

Form Title

Categories – indicates number of tasks

associated with each (e.g. 0 of 17)

Delete – tap to delete form; displays

on Cat Inspect Web as a deleted form

General info surrounding inspection

Reassign function (mobile only)

Form Structure

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Equipment Inspection

Tap into Customer & Asset Info

Users can complete the fields with the following methods:

• Scan a QR Code – quick response code generated

from Cat Inspect Web; user may still be required to

provide inputs

• Scan a CAT PIN – provides only Make, Model and

S/N of a CAT asset

• Tap to pull historical information (see next slide)

• Complete fields without scanning either above options

Tap to move to next section:

General Info Comments

NOTE: If both QR code and CAT PIN are scanned,

whichever is scanned last will re-populate the Make,

Model and S/N. Users do not need to scan both.

Tap < to move

back a screen

Customer & Asset Info

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Equipment Inspection

Inspection information is now retained on the

user’s device

This information can be used to repopulate

asset and customer details for future

inspections

• Can be pulled historically independent of

one another

Tap to open up Asset History > select

asset info from user list

Customer & Asset Info | Historical

NOTE: This same process applies to Customer History.

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Scanning a QR Code

NOTE: If both QR code and CAT PIN are scanned,

whichever is scanned last will re-populate the Make,

Model and S/N

Tap

Align QR code level and centered within frame

• Once scanned, the fields will populate from data in

the code

• User will be prompted to enter SMU hours

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Scanning a CAT PIN

NOTE: If both QR code and CAT PIN are scanned,

whichever is scanned last will re-populate the Make,

Model and S/N

Tap

Align PIN plate level and centered within frame

• Once scanned, the make, model and S/N will

populate

• User will NOT be prompted to enter SMU hours

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Equipment InspectionCustomer & Asset Info

Complete the remaining fields as

required:

• Asset ID – this might not always be

contained in the QR code; AKA

Customer Unit #.

• Location – tap to pull physical

address of where the inspection is

performed

• Customer Name – tap to pull

contacts from device

• Customer Number – CA-XXXXXXX

if applicable

• Work Order * Recommended to input MCO Number for Power

Systems, and Work Order Number for Core CSA

Tap to move to next section:

General Info Comments

Tap < to move

back a screen

NOTE: 4.0 has auto-save feature

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Equipment InspectionGeneral Comments

Select a response

Tap < to move

back a screen

Tap to move to next sectionTap to move to previous section

NOTE: Any response with a red

or yellow alert level will require

user to enter at least a comment

or photo(s).

Tap into ‘Add comments’ and

type or dictate comments

into field (tap and speak

into phone clearly)

Tap ‘Add Photo’ to add photos

* Recommended, as it provides insight into severity.

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Equipment InspectionAdding Photos

Close

Flip cameraFlash settings

Tap

Multiple photos (max. 10)

Tap to open photo

gallery on device

Up to 5x zoom

Shutter button (to take photo)

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Equipment InspectionAnnotating Photos

Once photo(s) has been taken,

tap into photo to annotate

Add Text

Brush

Color selector

Undo

When annotations are done,

tap Save to exit

NOTE: Markups may be moved

around by putting finger on

markup and dragging it to a

location. Once saved, it cannot

be altered.

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Equipment InspectionCompleting Tasks

Select a response

Tap < to move

back a screen

Tap to move to next sectionTap to move to previous section

NOTE: Any response with a red

or yellow alert level will require

user to enter at least a comment

or photo(s).

Tap into ‘Add comments’ and

type or dictate comments

into field (tap and speak

into phone clearly)

Tap ‘Add Photo’ to add photos

Question (i.e. Task)

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Equipment InspectionReassigning Forms

Tap

Add in comments for

re-assignment

Tap to search list

Select title* Once selected, signature field displays

Tap Submit* This will remove the form from user’s

device and into the ‘Assigned’ section of

the Reassigned User’s app.

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Equipment Inspection

Any supporting information that is not a PDF, now exists at the question level within ‘Additional

Information.’ PDF Help is denoted by a document icon, top right.

Supporting Information

PDF – tap to open up

PDF document

Text/Image – tap ‘Additional Information’ to

open in screen

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Equipment InspectionSubmitting an Inspection

Tap < to move

back a screen

Tap to submit to web console

NOTE: Comments entered into

the General Comments section

will also appear in the Submit

section.

Tap into ‘Add comments’ and

type or dictate comments

into field (tap and speak

into phone clearly)

Tap to sign* Additional signature fields available

Form information from

Customer & Asset Info section

Select title * ’Other’ opens up a text field

Submissions will remain on user’s device

under Inspections Submitted for 2 weeks.

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Reports Panel

Search function to locate reports

Tapping on any of the available

reports will bring up the PDF report.

User can save onto device or e-mail

as required.

Toggle on to download form via

severity orderNOTE: Only reports the user has

completed will be available on

that user’s application.

Once forms are submitted, they may be retrieved on the user’s device via the Reports Panel

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Favorites Panel

Displayed list of forms History of forms used

Forms set as user favorites

Tap on next to form to remove

from Favorites

Inspections cannot be removed from

History if they are in process.

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SOS Inspection

Select SOS Inspection Type > scan equipment QR code or Cat PIN, if available

NOTE: Barcodes are

distributed by the Fluid

Analysis Lab.

Tap to scan barcode* Barcode will display in ‘Sample Number’ field

Tap to select compartment from available list

Tap to select brand from available list

Tap to select weight from available list

Tap to enter

Tap to Add additional compartments* Compartments are entered individually

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SOS Inspection

Header information shows QR code/Cat

PIN data

SOS samples/compartments will be displayed here

Tap to Add additional

compartments* Compartments are entered

individually

NOTE: SOS samples are logged in My.Cat.Com, not Cat Inspect Web

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SOS Inspection | Submit

Tap to Submit

Once all compartments have been added and completed:

Lab receives pre-registered sample

NOTE: If there are any errors with the SOS

barcodes, a message in red will appear in that

compartment category. Follow the instructions in

the alert to resolve.

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Support

Button links to direct

phone, toll-free

Tap to Submit

* Opens up

Outlook e-

mail

Tap into ‘Add description’

and type or dictate

comments into field (tap

and speak into phone

clearly)

Add supporting photos

Can change

recipient e-mail

if desired

Device info

captured*DO NOT REMOVE*

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Resources and Support

Finning.Com

CAT Inspect Page

catinspectapp@finning.com

Miranda WenselTechnology Application Lead

Performance Solutions

M +1.587.594.4852

Monday through Friday

8:00 am – 4:30 pm

CAT Inspect Support

+1.844.275.8235

Additional Information

catinspect@catsupport.com

Dealer Cat Inspect site

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