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Cat Inspect 4.0Performing an SOS Inspection
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SOS Inspection
Login with CWS or TouchID Tap ‘Create Inspection’ Tap ‘SOS’
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Inspect QR Code vs Sample Barcode
NOTE: Don’t get confused between the Cat Inspect QR Codes and the SOS Sample barcodes
Inspect QR CodeFor use with Cat Inspect forms:
SOS Sample NumberFor use with SOS Inspections:
SOS Cat Inspect Ready BottleFor use with SOS Inspections:
Note: This is what the Cat Inspect Ready
sample bottles will look like (with barcode).
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A few things to note:
► Equipment needs to be registered to have an SOS sample attached – if asset is not registered, please
e-mail [email protected] with serial number, unit # and customer DCN.
► Each SOS sample requires their own individual sample barcode
► It is very important to indicate whether the Filter or Fluid was changed with each sample for accurate lab
recommendations
► The SOS function attempts to make a live call to an API to get the list of valid compartments for the
given serial number. When there is no internet connection, a default list of 20 most used compartments
is displayed. Technicians to use the Notes section to indicate compartment
► The following is an example of what the SOS sample bottles will look like:
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SOS PanelAdd Compartment
NOTE: Barcoded
bottles are distributed
by the Parts/Warehouse
3. 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
Keep scrolling to capture
Fluid/Filter Change data
1. Scan QR code, Cat PIN
or manually input data here
2. Tap ‘Add Compartment’
NOTE: In the interim,
current SOS bottles will
require the SOS labels!!
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SOS PanelIndicating Filter and/or Fluid Change
4. Tap to Add Next Compartment* Compartments are entered individually,
as required
Tap to indicate whether fluid was changed
Scroll further to enter
fluid/filter change data
NOTE: In the interim,
current SOS bottles will
require the SOS labels!!
Tap to indicate whether filter was changed
Add inspection notes
5. Tap
NOTE: Barcoded
bottles are distributed
by the Parts/Warehouse
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SOS PanelSubmitting Inspection
Once all compartments have been added and completed:
6. Tap to submit
Header information pulled
from QR code/Cat PIN data
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.
SOS samples/compartments
will be displayed here
Lab receives pre-registered sample
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Receiving Samples in the Lab
Samples pre-registered through Cat Inspect are received in
the same way as all other pre-registered samples:
• Access Sample login screen
• In Serial Number field, hit CTRL-S
• Scan or manually enter sample number (barcode)
• All sample information provided by the
customer/technician in the Cat Inspect App displays
• Lab Technician logs the sample• New sample created in SOS with dealer lab number
• Original sample number (barcode) is cancelled in SOS
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SOS Inspection: Quick Cheat Sheet
Tap Create Inspection
Login to Cat Inspect 4.0
Tap SOS Scan Inspect QR Code Scan SOS Barcode and complete fields
Complete fields, and add compartments as required. Once complete, tap to move back to SOS Inspection
and tap
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Resources and Support
Finning.Com
CAT Inspect Page
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
Dealer Cat Inspect site
24 / 7
CAT.Com/CATInspect
