User manual for Dealers

CareTrack
Volvo Construction Equipment Telematics System

2012-02-28
M1 2012

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Index

1 INTRODUCTION ................................................................................................. 1
1.1 WHO SHOULD READ THIS DOCUMENT? .............................................................. 1
1.2 WHAT IS TELEMATICS ....................................................................................... 1
1.3 PREREQUISITES .................................................................................................. 1
1.4 TECHNICAL REQUIREMENTS .............................................................................. 1
1.5 SYMBOLS USED ................................................................................................. 1
1.6 DISCLAIMER ...................................................................................................... 2
1.7 SUPPORT ............................................................................................................ 2
2 GENERAL USAGE TIPS .................................................................................... 3
2.1 SELECT MACHINES ............................................................................................. 3
2.1.1 Manage and create new filters.......................................................................................... 4
2.1.2 Machine status .................................................................................................................. 5
2.2 CREATE AND ATTACH ........................................................................................ 6
3 HOW DO I CREATE CUSTOMER AND ACTIVATE MACHINES? .......... 7
3.1 STEP 1 - CREATE A NEW CUSTOMER .................................................................. 7
3.2 STEP 2 - CREATE A NEW MACHINE .................................................................... 8
4 MAPS, MACHINE POSITIONS AND MACHINE SUMMARY .................. 12
4.1 VIEW MACHINES ON MAP ................................................................................. 12
4.2 VIEW AND SELECT ALL MACHINES WITHIN MAP AREA...................................... 13
4.3 REQUEST POSITION FROM MACHINE ................................................................. 13
4.4 VIEW STATUS REPORT AND FUEL LEVELS ........................................................ 14
4.5 VIEW MACHINE INFORMATION & MACHINE SUMMARY ................................... 15
4.5.1 Machine Information ...................................................................................................... 15
4.5.2 Machine Summary .......................................................................................................... 15
5 USING GEOFENCE AND TIMEFENCE ........................................................ 17
5.1 WHAT ARE GEOFENCE AND TIMEFENCE? ......................................................... 17
5.2 CONFIGURING GEOFENCE/TIMEFENCE ............................................................ 17
5.3 ATTACH GEOFENCE/TIMEFENCE....................................................................... 19
6 SERVICE PLANNING ....................................................................................... 21
6.1 CREATE A SERVICE PLAN ................................................................................ 21
6.2 ATTACH SERVICE PLAN TO ONE OR SEVERAL MACHINES .................................. 24
6.3 USING WEAR PARTS ......................................................................................... 24
6.4 ATTACH WEAR PART TO ONE OR SEVERAL MACHINES ...................................... 25
7 MANAGE ALARMS AND ERROR CODES .................................................. 26
7.1 MANAGE NOTIFICATIONS ................................................................................. 26
7.3 ATTACH NOTIFICATION PLAN TO ONE OR SEVERAL MACHINES ........................ 28
8 MANAGE REPORTS ......................................................................................... 29
8.1 DAILY HOURS .................................................................................................. 29
8.2 MACHINE UTILIZATION .................................................................................... 30

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 8.3 MACHINE SPECIFIC PRODUCTIVITY REPORTS ................................................... 31
8.3.1 Wheel loader reports ...................................................................................................... 31
8.3.2 Crawled excavator reports ............................................................................................. 32
8.3.3 Wheeled excavator reports ............................................................................................. 33
8.3.4 Articulated hauler reports .............................................................................................. 34
8.3.5 Grader reports ................................................................................................................ 35
8.4 PRODUCTION ................................................................................................... 35
9 MANAGE WORKSHIFTS ................................................................................ 37
9.1.1Workshifts overview ........................................................................................................ 37
9.1.2Create workshifts ............................................................................................................ 38
9.2 ATTACH A WORKSHIFT TO ONE OR MORE MACHINES ........................................ 39
9.2.1 Attach workshift .............................................................................................................. 39
10 MATRIS DATA DOWNLOAD ......................................................................... 40
10.1 MATRIS DOWNLOADS .................................................................................... 40
10.2 AUTOMATIC MATRIS DOWNLOADS ............................................................... 41
11 ADMINISTRATIVE FUNCTIONS .................................................................. 42
11.1 WHAT IS A USER?............................................................................................. 42
11.2 WHAT IS A MACHINE? ...................................................................................... 42
11.3 CREATE A NEW USER ....................................................................................... 42
11.4 DELETE A USER ................................................................................................ 43
11.5 CREATE A NEW CUSTOMER .............................................................................. 44
11.6 DELETE A CUSTOMER....................................................................................... 45
11.7 EDIT MY PROFILE ............................................................................................. 46
11.8 CREATE A NEW MACHINE ................................................................................ 46
11.9 DELETE A MACHINE ......................................................................................... 47
11.10 CREATE A SUB-DEALER ................................................................................... 47
11.11 DELETE SUB-DEALERS ..................................................................................... 48
12 ANTI-THEFT ...................................................................................................... 49
12.1 ACTIVATION OF ANTI-THEFT ........................................................................... 50
12.2 MACHINES ACTIVATED WITH ANTI-THEFT ....................................................... 51
12.2.1Service action ................................................................................................................. 51
12.2.2Immobilized status .......................................................................................................... 52
12.2.3Alarms............................................................................................................................. 52
12.2.4Triggers .......................................................................................................................... 53
12.3 AUTHORIZATION AND PIN-CODES .................................................................... 54
12.3.1 Authorization .................................................................................................................. 54
12.3.2 Find or change Pin code level 1 (only for customers) .................................................... 54
12.3.3 Change Pin Code level 2 ................................................................................................ 55
12.3.4 One Time Pin Code (only for customers in certain markets).......................................... 56
12.4 IMMOBILIZATION ............................................................................................. 57
12.4.1 How to de-immobilize an immobilized machine ............................................................. 57
12.5 ACTIVE TRACKING ........................................................................................... 58
12.6 ANTI-THEFT ALARMS AND HISTORY ................................................................. 60
13 APPENDIX, CODES AND ABBREVIATIONS .............................................. 61

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1 Introduction
Welcome as a user of the Volvo CE telematics system – CareTrack.
This User Manual is intended as a Guide for users at Volvo CE Dealers, sub-dealers, Rental
outlets and in some cases, large fleet-owners.

1.1 Who should read this document?

This document is intended for both administrators and normal users using the portal in the
CareTrack system.

1.2 What is Telematics

Telematics is the use of electronic and communication technologies to provide mobility
services for the users. The service is intended to promote safety, productivity, mobility and
convenience.

It relies on a wireless communication link and often includes a positioning system. Examples
of areas where Telematics is used are fleet management, rescue and breakdown calls.

A Telematics system is built up by a unit in the machine containing a mobile phone, a GPS
unit and a computer and possibly a satellite modem.
The unit is communicating over the mobile network through GPRS, SMS and other wireless
communication bearers with applications and databases containing information. The
information is displayed on a password protected website from which a user also can interact
with a machine.

1.3 Prerequisites
A valid user name and password is needed in order to access the portal. A dealer
administrator can create a new user in the system.

A dealer creates a customer and connects machines to that customer. The customer can
manage users in his/her portal. A customer can also be a sub-dealer or a rental outlet
owned by the dealer.

1.4 Technical Requirements

The following Web browser version is supported for the portal:

 Microsoft Internet Explorer version 8

 Operating system – Microsoft Windows XP or newer

1.5 Symbols Used

 Marks important information

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* This indicates that this information is mandatory. If the marked name fields not are
filled in, the order will not be able to be fulfilled.
 Indicates a mouse action

 Indicates that the action involves typing in entries

Screenshots are inserted in order to give an illustrative example of each

action. The purpose of the Screenshots is to demonstrate the correct
screen the user should be working on. Details may not be fully visible.

1.6 Disclaimer
 Please note that this manual is not a complete and comprehensive instruction. Rather
it is a guide and reference. Furthermore, the functions and the environment are continuously
developed and therefore all material is subject to change without special notice.
The latest version of the manual will always be linked to in the CareTrack portal.

1.7 Support
If you have any questions regarding CareTrack, you should contact the support department
for your region. Find the contact address on the VDN, under CareTrack

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2 General usage tips
There are some usage patterns that are generally applicable all over the portal; they are
listed in this chapter.

2.1 Select machines

Using the CareTrack portal is about working with a machine or set of machines to perform
certain operations and tasks. To do this, select a machine by left-clicking on a machine in
the machine tree on the left side. Once a machine is selected, one can right-click on it to:
view the machine on the map; view the machine summary; or request a machine update.

Select multiple machines by holding down the “control” key and left-clicking on additional
machines. Select a consecutive range of machines by left-clicking on the first machine, then
holding down the “shift” key and left-clicking on the last machine. One can view multiple
machines on a map, and perform operations like compiling reports for selected machines.

Screen shot 2.1 - Select machines

The machines can be filtered in different types:

Custom groups - These groups are created and managed in the
Administration menu, under the Custom groups tab.

Machine type – Machines are grouped by wheel loaders, excavators, etc.

Machine status – Machines are grouped according to their colour-coded status.

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To configure the Machine
tree click on the Open
Configuration icon

Screen shot 2.2 – Filter

Here you can choose to
display the machines by
Machine name or
Chassi id.

 The choice of showing

the full machine name is
also available here.

 To save the new

configurations check the
Save tree state box Screen shot 2.3 – Configuration of Filter

2.1.1 Manage and create new filters

Custom made filters can also be created and saved.

Step 1 – Click on “No

Filter” in the Machine
tree window
Step 2 – Select the
“Manage filter”
  Click on the
New Filter button to
add a new filter.
 Or
  Click on an existing
filter to edit

Screen shot 2.4 – Manage Filter

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  Select the
conditions you would
like to filter on.
 ()/ add or select
more conditions
  Click Save

In this example, machines

with A25F or A30F in the
machine name within the
Building segment will be
viewed when using the
filter.
Screen shot 2.5 – Create Filters

To take a filter away,

select “no filter” in the  To quick search for one machine, expand the filter by
Machine tree. clicking on + in the machine tree. Press “Ctrl+F” keys to open
Internet Explorers search function. Note, if you want to search
for chassi id, remember to change the configuration to display
chassi id instead of machine name.

2.1.2 Machine status

In the machine tree, the machines’ status when the machines last communicated is shown
by a coloured line.
The colours indicate the following status:

Red: Reported within 4 days with engine off (Key-on)

Green: Reported within 4 days with engine on
Yellow: Position/status older than 4 days (96 hours)
Grey: Machine has never initialized or reported, or software does not support
function*

The coloured status icons can also be seen in the Status Report

* If the machine (W-ECU) has any of the main software (MSW) numbers listed below the
machine status will show a grey line.

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11443690P01
11443779P01
11443839P01
11443888P01
11443967P01
11380034P01
11380036P01

2.2 Create and attach

Most times when something in CareTrack is created, the usage pattern is the same.
 Step 1 is to create a general configuration, name it and save it. There is now a
configuration ready to be used
 Step 2 is to attach a configuration to one or more machines.

This pattern applies to:

 Service Plans
 Wear parts
 Geo-fences
 Time-fences
 Shifts
 Notification Plans

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3 How do I create customer and activate machines?
This chapter describes the process for a dealer to activate a customer in the CareTrack
system and how to assign machines. See chapter 11. Administrative functions for more
detail regarding administration

3.1 Step 1 - Create a new Customer

This function can only be performed by a dealer with administrative rights.

Step 1 – Select the

administration menu
Step 2 – Select the
“Customer” tab
  Click on the
Add button to add a
new customer.
 () Enter the user
details in the fields*
  Select Country,
Language, Units and
timezone in the drop-
down lists
  After entering all
Screen shot 3.1 - Create customer
wanted parts click on
Save.
 If a problem arises a message is shown in red at the top
of the page.
 Some steps are required and they are marked *.
Other steps are optional.
 Correct format for entering mobile phone number is:
country code followed by phone number. Ex:
+4616123456

* If the customer is part of a Key Account group, your Regional Volvo CE CareTrack
administrator can arrange for the customer to be linked in the Key Account function. All
machines that are then attached to this customer will be visible to the Key Account
administrator, on their CareTrack screen.
For more information on the Key account function – contact your Volvo CE Customer
CareTrack administrator.

If it has been agreed with the customer that they should be given access to MATRIS
downloads and/or Error Codes, then check the appropriate boxes before saving.
The dealer should then ensure that the customer is trained in how the MATRIS and Error
Code functions in CareTrack are used, as they are NOT covered in the customer user
manual.

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3.2 Step 2 - Create a new Machine
A machine can only be created by a dealer with administrative rights.

By using the Machine form on the administrator page, machines can be added, edited and
removed from the system.
Step 1 – Select the
administration menu
Step 2 – Select the
“Machines” tab
  Click on the Add Screen shot 3.2 – Click Add to start registration of a new machine
button.

 () Enter the machine

details in the fields
  Select in the drop-
down lists
  After entering all
wanted parts click on
Save.

Screen shot 3.3 – Advanced HW form

 If a problem arises a message is shown in red at the top

of the page.
 Some steps are required and they are marked *.
Other steps are optional.

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Chassis ID:
• () The first step
is to enter the
chassis ID as
follows (see notes
Screen shot 3.4 – Enter chassis ID
on the right);

NOTES:
This MUST be entered without blank spaces, where the machine type is up to
5 positions and the serial number is 6 positions.
See examples below;

L180E Serial No. 5932 enter as L180E005932

L220F Serial No. 8231 enter as L220F008231

EC210C Serial No. 180001 enter as EC210180001

A25D Serial No. 15001 enter as A25D015001

EW180B Serial No. 759999 enter as EW180759999

G990 Serial No. 39300 enter as G990039300

ECR145C Serial No. 235689 enter as CR145235689
FC3329C Serial No. 110011 enter as F3329110011
PL7015C Serial No. 110021 enter as P7015110021
G946B Serial No. 575001 enter as G946B575001

For Compact equipment, Older Volvo, Non-Volvo and service vehicles, the
“Chassis Id” created using VcadsPro during the kit installation should be
entered E.G. CT1000025.

•  Click outside of
the Chassis ID box

Screen shot 3.5 – Chassis ID box

 If the chassis ID has been entered correctly, the correct

Brand, Product Line & Model will appear in grey

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Chassis ID:
• If trying to register
a machine not
compatible with
the hardware or
the chassis Id is
entered
incorrectly, the Screen shot 3.6 – Wrong entry
message shown
will appear.

• If the Chassis ID is
entered correctly
but this message
appears, the
machine has not
communicated
with the CareTrack Screen shot 3.7 – Error message
portal. Start the
machine again to
enable the
communication.

• Note! On
embedded
software machines
(GPPE) using
“Advanced“
CareTrack machine
hours offset should
be set to 0.
CareTrack detects
the figure
automatically.
• On Compact, Old
Volvo & Non-Volvo
machines using
“Basic” CareTrack,
the engine hours
must be filled in
and the “Reset
machine hours”
box checked. Screen shot 3.8 – Machine hours should be set to 0

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Remaining fields:
• () Name the
machine and fill in
the other fields as
required.
• () For a machine
to be visible to a
Key Account, the
customer chosen
under *Owner
must be linked to
that Key Account.
•  Select the
desired form of
subscription –
Basic or Advanced
• Press Save.
• The machine will
be added to the
Custom Group
Unassigned, or the
group selected
during registration
Screen shot 3.9 - Create machine more info

 If a problem arises a message is shown in red at the top

of the page.
 Some steps are required and they are marked *.
Other steps are optional.

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4 Maps, Machine positions and Machine Summary
One of the key functions in the CareTrack portal is the ability to retrieve positions from
machines and to display them on a map.

4.1 View machines on map

The last stored position is used when displaying a machine’s position

Step 1 – View Machines

on map
  Select Machines
in the left-hand menu.
  Right-click on the
selected machines in
the left-hand menu.
  A menu turns up,
click on View on
Map.

Screen shot 4.1 - View machines on map

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4.2 View and select all machines within map area
The last stored position is used when displaying a machine’s position
Step 1 – Navigate to
the desired map view
and zoom level
Step 2 – View all
machines in map and
select them

  Click the “show all

machines in map”
button in the map
toolbar just above the
map. All machines that
have positions within
the map area shall
turn up on the map.
  Select the
machines by clicking
the “Select machines Screen shot 4.2 - View and select all machines on map
in map view” button.

4.3 Request position from machine

”Request Update” means that a message is sent to the machine asking for current position,
current machine hours, and current fuel level (also referred as “Pinging” the machine).
Step 1 – Request
position and machine
hours update
  Select Machines
in the left-hand menu.
  Right-click on the
selected machine(s) in
the left-hand menu to
se the machines
menu.
  Click on the
“request update”
link to get a fresh
position from the
machine(s). In
addition, the machine
hours will be updated
Screen shot 4.3 - Request update

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4.4 View Status report and Fuel levels

Machine locations, status, last update date & time and fuel levels can be viewed in list form.

Step 1 – Select
machines,  Right Click
and select Request
update
Step 2 – Navigate to
Status Report

 The selected machines

will be shown in list
form.

 Moving the mouse

over the fuel level bar
will show the actual Screen shot 4.4 - View Status report
level in %

 A level under 15% will

show as red. Under  Machines with Early Basic hardware, Basic subscription or
5% the bar will be with Advanced Subscription but older non-compatible software
completely red cannot show fuel level.

 Click on the arrow to

see details of fuel
level.

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4.5 View Machine information & Machine summary

4.5.1 Machine Information

Step 1 –  Click on a
machine row in Status
report, Operation
reports or under
Service plans
 The machine
information panel will
appear on the right-
hand side.
 Here you can see the
latest update time,
plus position, engine
hours and engine
status*

Screen shot 4.5 – Machine Information

*Machines with Early Basic hardware, Basic subscription or

Advanced Subscription with non-compatible software cannot
show engine status.

4.5.2 Machine Summary

 To select the Machine
Summary, either 
right-click in the
machine list and select
Summary
 Or  click on the
Machine Summary
button in the Machine
Information panel

Screen shot 4.6 – Select Machine Summary

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 The upper part of the
machine summary
looks like this
 Here you can see
Machine,
Dealer/Customer and
subscription details.
 The Network map* is
also shown and can be
useful to Dealer
service personnel prior
to service visits

Screen shot 4.7 – Machine Summary

*Machines with Early Basic hardware, a Basic subscription or

Advanced Subscription and older software will not show a
complete Network map.

 The lower part of the

machine summary
looks like this
 It shows last position,
and information on
attached Geo- and
Time-fences, and
Automatic MATRIS
downloads
 If a work shift is
attached, this will also
be shown
 The ECU Configuration
Process is also shown.
Here you can see if
the process was
completed. If not, Screen shot 4.8 – Machine Summary
reset the configuration
process with
VCADSpro or contact
your support
department within
your region.

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5 Using geofence and timefence
This chapter describes the geofence and timefence functions.

5.1 What are geofence and timefence?

Geofence is a service, which enables control in which area and during which times a
machine may be used. This is done through a configuration on the web portal, which is being
sent to the machine. The machine will send alarms when the rules are breeched and when
the machine returns to the allowed area or allowed time.

The Timefence function works in a similar way, but it only controls when a machine may be
driven, not where.

5.2 Configuring Geofence/Timefence

A Customer administrator can add and configure a geofence and time fences, plus attach
them to machines.
A customer user can attach already created geofences and timefences to machines

Step 1 – Navigate to
the configuration page
for geofence
  Click on mapping
& tracking in the blue
top menu.

  Click on the
Geofence tab.
  Click on the
Geofence button.

Screen shot 5.1 - Configuring Geofence

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Step 2 – create a
geofence/timefence
configuration

  Click on the ”add”

button to navigate to
the configuration page
for geofence or
timefence.
 () Enter desired
name for
geofence/timefence.
  Geofence only –
Click on the center
point button to
choose the center Screen shot 5.2 – create geofence configuration
point of your
geofence. A map view  Click update diagram to get an overview of when a
is opened, navigate to
configuration is active. The red areas show when a fence is
the desired point and
active.
click save.
  Geofence only –
 If a problem arises a message is shown in red at the top of
Choose desired radius the page.
for geofence in the  The geofence and timefence services work independently
drop down list. of each other.
  Configure the  To activate the Anti-theft trigger Geofence/Timefence,
schedule for the
check the Immobilizer box. Before using this function,
geofence/timefence. A
please read the Anti-theft section of the manual. This
start time must be
function can only be used by customers.
followed by a stop
time.

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Example on how to
configure the schedule
of a geofence/
timefence

Geofence/timefence
activated Monday to
Friday between 5 pm and
7 am and during
weekend.

Green dot: start activation

Red dot: end activation
Red areas in graph:
timefence/geofence
activated

Screen shot 5.3 – example of geofence/timefence

 If a problem arises a message is shown in red at the top of

the page.

5.3 Attach geofence/timefence

A geofence or timefence must be activated for a selection of machines to work. The way of
doing this is the same for both geofence and timefence.
Step 1 – navigate to
the
geofence/timefence
page
  Click on mapping
& tracking in the blue
top menu.
  Click on the
Geofence tab.
  Click on either
Attach: geofence or
Attach: timefence.

Screenshot 5.4 - navigate

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Steg 2 – activate
geofence/timefence
configuration
  Choose
geofence/timefence in
the drop down lists for
each machine and
click corresponding
apply button.
 or
  Choose
geofence/timefence in
”Attach to all in list”
and click on the apply
Screen shot 5.5 - Activate geofence
button to attach a
selected fence to all
selected machines.  If a problem arises a message is shown in red at the top of
the page.
 The geofence and timefence services work independently
of each other.
 Machines must be selected

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6 Service planning
Service plans can be created and attached to machines to keep track of when services shall
be carried out. It is also possible to configure wear parts, such as tires, teeth and brakes
etc.

6.1 Create a Service Plan

This function can be performed by a dealer user with administrative rights.

To keep track of next service occurrence, one or more service plans can be defined and
attached to a set of machines.

Three standard service plans are available in the system from start. These are 250, 500 and
1000 hour intervals predefined, up to 10 000 hours. These cannot be edited but can be
copied and Saved under another name. They can then be edited by the user.
Step 1 – Navigate to
the Service Plan
overview
  Click on
Service
Management
option in the top
menu.
  Click on
Service Plan
tab in the tabbed
menu.

Screen shot 6.1 - Navigate

Screen shot 6.2 - Navigate

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Step 2 – Create Service
Plans
  Click the Add
button
 () Enter the name of
the service plan.
  Click the Save
button

Screen shot 6.3 - Click Add

Screen shot 6.4 - Create service plan

 If a problem arises a message is shown in red at the top

of the page.

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Step 3 – Add service
items to Service Plans
 () Enter service
occasions (as many as
desired).
  Click the Save
button

 If required, a
maximum service
interval measured in
months can also be
added
 Checking the “Use
relative service times” Screen shot 6.5 – Add service plan occasion
box means that there
will always be the
chosen interval period
between reminders,
irrespective of when
the last service was
acknowledged.
 Standard service plans
can also be used. Click
on Copy and rename
the service plan. Click
on Save As.

Screen shot 6.6 - Add service occasion

 If a problem arises a message is shown in red at the top

of the page.
 Some steps are required and they are marked *.
Other steps are optional.

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6.2 Attach service plan to one or several machines
A Service plan has to be attached to one or more machine(s) to be able to track the next
service occasion and also to receive alarms when the service occasion imminent
Step 1 – Select
machines

Step 2 – Navigate to
the Service plan page
 See instructions for
navigation in the
chapter above.

Step 3 – Attach service

plans to machine
  Select either a
service plan to be
attached for all Screen shot 6.7 - Attach service plan to machines
selected machines or
select service plans for
each machine. Click
the apply button

6.3 Using wear parts

Wear parts is a concept very similar to service plans. Wear parts can be defined arbitrarily
with name, lifetime and alarm before expiring
Step 1 – Adding wear
parts
  Click on wear parts
button
 () Enter the desired
name, lifetime and
alarm before expiring.
  Click on the Add
button to save

Wear parts are attached to

machines in the same
manner as, for example,
service plans. Screen shot 6.8 - create wear parts

 If a problem arises a message is shown in red at the top

of the page.
 Some steps are required and they are marked *.
Other steps are optional.

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6.4 Attach wear part to one or several machines
This function can be performed by a dealer with administrative rights.

Step 1 – Select
machines

Step 2 – Navigate to
the Service plan page
 See instructions for
navigation in the
chapter above.

Step 3 – Attach wear

parts to machine
  Select either a wear
part to be attached for
all selected machines
or select wear parts Screen shot 6.9 - Attach wear parts
for each machine.
Click the apply button

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7 Manage Alarms and Error codes
The CareTrack system provides several types of alarms and error codes, for example, when
a service is approaching or is overdue. The alarms can be forwarded for easy monitoring.

7.1 Manage notifications

“Notifications” is a way of forwarding selected alarm types. The user can create different
plans and select which alarms they want forwarded from which machines. The alarms can be
delivered as SMS or e-mail. They can also be forwarded to other recipients.

Step 1 – Select
notifications
  Select the
Notification tab on
the Service
Management overview
page.
  Click on Add and
the screen shown in
7.1 will appear.

Screen shot 7.1 – Creating a Notification plan

 If a problem arises a message is shown in red at the top

of the page.

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Step 2 – Select which
CareTrack Alarms,
Machine Error codes
and alarms you want in
the plan
  Click on the
required type;
CareTrack or machine
specific.
  Click on the
alarm(s) or Error
codes you want in the
plan, and then on the
Add to plan arrow. To
remove from the list,
click the opposing
arrow
Screen shot 7.2 – Adding alarms & error codes to the Notification plan
  Select the
forwarding method by
checking the sms or E-  If a problem arises a message is shown in red at the top
mail box in the of the page.
Forwarding list  To check or uncheck all boxes in the SMS or E-mail
 Repeat this process forwarding column, click on the column heading
until the plan is
complete.
 Name the plan and
click on Save
 Recipients can also be
added to the
notification. The
message is then sent
to you and the
selected recipient.

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7.3 Attach Notification plan to one or several machines
A Notification plan has to be attached to one or more machine(s) so that the Alarms and
Error codes can be forwarded via SMS or E-mail

Step 1 – Select
machines

Step 2 – Navigate to
the Notification page

Step 3 – Attach
Notification plan to
machine
  Select either a
Notification plan to be
attached for all
selected machines or
select Notification
plans for each
machine. Click the Screen shot 7.3 - Attach Notification plan to machines
Apply button
 For each user, a machine can only be attached to one
Notification plan, though the same machine can be included in
different users Notification plans at the same Dealer.

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8 Manage reports
The CareTrack system offers a number of reports to follow machine hours, fuel consumption,
how the machine has been used and so forth. The data in the portal is available up to 396
days and can be viewed in intervals of 125 days.

The reports have been divided into groups:

 Daily hours
 Utilization reports
 Productivity reports (Encompasses specific reports for wheel loaders, excavators,
articulated haulers and graders)

8.1 Daily Hours

The daily hours report type is relevant for all machine types. This report type gives an
overview of when and for how long the machines have been used.

Steg 1 – Choose daily

hours report
  Choose the daily
hours tab on the
operation reports
page.
 The report contains a
per day report on how
much the machines
have been in use and
how much they have
been parked.
 To see an event report
of the selected day,
click on the icon to the
right of the “Engine
Off”
Screen shot 8.1 – Daily hours

 If a problem arises a message is shown in red at the top

of the page.

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8.2 Machine utilization
Advanced subscription only!

The machine utilization report contains machine hours, fuel consumption, accumulated
consumption, work, no work for the selected machines.
Step 1 – Choose
machine utilization
report
  Choose the
machine utilization
tab on the operation
reports page.
 The report contains
following data for the
selected machines:
-Machine name
-Chassis-ID
-Fuel consumption* Screen shot 8.2 – Machine utilization
-Accumulated fuel
consumption**  If a problem arises a message is shown in red at the top
-Relative amount of of the page.
work***
- Relative amount of
machine idle***
-Machine hours

* This column shows the average fuel consumption based on the operating period selected

** This column shows the total fuel consumption during the operating period selected.

***This column shows the distribution of the operating time for the machine, during the
operating period selected. The operating time is defined as the time with engine on.
Definition for ART:
Work is time in gear and parked is time in neutral.
The ART presentation of the machines utilization can only be seen as a guideline value since
a full calculation of the machines utilization is more advanced. "Neutral", for example,
includes time for loading and dumping which should be seen as operating time.
Definition for WLO:
Parked is engine speed less than or equal to idling and machine speed less than 0.5
km/h(0.3 mph). Work is all other times.
Definition for EXC and EWS:
Work is machine in work with the operation of attachments and tracks. Parked is engine
running but attachments and tracks are not operated.
Definition for GRD:
Work is time in gear and parked is time in neutral and parked.

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8.3 Machine specific productivity reports
Advanced subscription only!

The productivity report types are specific for each machine type (wheel loaders, excavators,
articulated haulers and graders). These reports give an image of how the machines have
been used.

8.3.1 Wheel loader reports

Step 1 – Choose wheel
loader report
  Choose the tab
Machine reports on
the operation reports
page and then wheel
loader (icon).
 The report contains
following data for the
selected machines:
-Machine name
-Chassis-ID
-Machine hours
-Average speed*
-Total distance** Screen shot 8.3 – Wheel loaders

-Amount of starts***
 If a problem arises a message is shown in red at the top
-High RPM (%)****
of the page.
- No. of high speed F-R,
R-F shifts*****

* This column shows the machines' average speed during the operating period selected

** This column shows the machines' total distance travelled during the operating period
selected. Total distance means forward and reverse distance together.

*** This column shows the total number of engine starts during the operating period
selected.

**** This column shows if the engine speed has exceeded the maximum design speed,
during the operating period selected.
Never exceed the maximum engine design speed.
Exceeding the maximum design speed may cause severe damage to the engine.

***** This column shows the total number of directional gear shifts R-F and F-R above 13,5
km/h, during the operating period selected.
Transmission wear depends on current speed when shifting direction. Less machine speed
when shifting direction generally cause less wear on the transmission.

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8.3.2 Crawled excavator reports
Step 1 – Choose
crawled excavator
report
  Choose the tab
Machine reports on
the operation reports
page and then
crawled excavator
(icon).
 The report contains
following data for the
selected machines:
-Machine name
-Chassis-ID
-Machine hours
Screen shot 8.4 – Crawled excavators
-Fuel consumption
distributed on work
modes*  If a problem arises a message is shown in red at the top
-Distribution of engine of the page.
work mode**
-Usage of
Hammer/Shear/X3***
-Travel distribution****

* These columns show the fuel consumption distribution rate on each work mode, during the
operating period selected.

** These columns show the time distribution of the engine work mode in percent, during the
operating period selected.

*** This column describes hydraulic X3/hammer/shear operating hours, during the
operating period selected.

**** These columns show operating hour distribution on each travel speed for total travel
time, during the operating period selected.

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8.3.3 Wheeled excavator reports
Step 1 – Choose
wheeled excavator
report
  Choose the tab
Machine reports on
the operation reports
page and then
wheeled excavator
(icon.
 The report contains
following data for the
selected machines:
-Machine name
-Chassis-ID
-Machine hours
Screen shot 8.5 – Wheeled excavators
-Fuel consumption
distributed on work
modes*  If a problem arises a message is shown in red at the top
-Distribution of engine of the page.
work mode**
-Usage of
Hammer/Shear/X3***
-Travel distribution****

* These columns show the fuel consumption in each control mode, during the operating
period selected.

** These columns show the distribution time of the control mode in percent, during the
operating period selected.

*** This column describes hydraulic X3/hammer/shear operating hours, during the
operating period selected.

**** These columns show the operating hours in different travel modes, during the
operating period selected.

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8.3.4 Articulated hauler reports
Step 1 – Choose
articulated hauler
report
  Choose the tab
Machine reports on
the operation reports
page and then
articulated hauler
(icon).
 The report contains
following data for the
selected machines:
-Machine name
-Chassis-ID
-Machine hours
Screen shot 8.6 – Articulated haulers
-Average speed
-Distance
 If a problem arises a message is shown in red at the top
-Retarder (%)* of the page.
-Service brake (%)*
-Diff lock (%)**

* These columns shows the brake usage distribution between activated retarder and
activated service brake (exceeding 4 bar), during the operating period selected.

** This column shows the percentage of engaged longitudinal difflock in relation to machine
in motion during the operating period selected.
The longitudinal difflock should always be disengaged when not needed, to reduce wear.
The normal use of the longitudinal difflock in relation to the time that the machine has been
operated depends on the operating conditions. Generally, the more offroad applications the
machine operates in, the higher the longitudinal difflock use shall be in relation to the time
that the machine has been operated. Also, operating in uphill conditions on a slippery
surface can require longitudinal difflock.

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8.3.5 Grader reports
Step 1 – Choose grader
report
  Choose the tab
Machine reports on
the operation reports
page and then Motor
grader (icon).
 The report contains
following data for the
selected machines:
-Machine name
-Chassis-ID
-Machine hours
-Average speed*
-Distance travelled** Screen shot 8.7 - Graders
-Number of starts***
-No. of high speed F-R,  If a problem arises a message is shown in red at the top
R-F shifts**** of the page.

* This column shows the machines' average speed during the operating period selected

** This column shows the machines' total distance travelled during the operating period
selected. Total distance means forward and reverse distance together.

*** This column shows the total number of engine starts during the operating period
selected.

**** This column shows the total number of directional gear shifts R-F and F-R above 13,5
km/h, during the operating period selected.
Transmission wear depends on current speed when shifting direction. Less machine speed
when shifting direction generally cause less wear on the transmission.

8.4 Production
On Board Weighing is a Volvo Construction Equipment production system that allows the
user to weigh the load on the machine to increase the efficiency and to minimize overload.

With On Board Weighing, the user can view the loading information in the CareTrack portal,
inside the cab and load indication lights on the machine (only selected product platforms).

To use On Board Weighing, the service needs to be activated in the CareTrack portal. You
need to be logged in as a dealer admin and the machine must be On Board Weighing
capable (correct hardware and software) for the option to be visible. On Board Weighing
must be enabled by an authorized dealer service person using VCADSpro. On Board

- 35 -
Weighing is a subscription service and selecting this option could generate a monthly invoice
to the dealer, until it is switched off again.

Step 1 – navigate to
the Production
overview
  Choose the
production tab on the
operation reports
page.
 The report contains
following data for the
selected machines:
- Machine name
- Chassis-ID
- Machine hours
- Total L used Screen shot 8.8 - Production
- Ton/hour
- Litre fuel/Ton  If a problem arises a message is shown in red at the top
of the page.
- Number of cycles
- Cycle overload in %
- Load util./cycle in %

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9 Manage Workshifts
Advanced subscription only!

Workshifts can be used to generate reports and follow up specific drivers on different shifts.
A maximum of three shifts can be defined for a machine.

9.1.1 Workshifts overview

Step 1 – navigate to
the workshifts
overview
  Choose the
workshift tab on the
operations reports
overview page.

Screen shot 9.1 - workshifts

 If a problem arises a message is shown in red at the top

of the page.

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9.1.2 Create workshifts
Step 1 – View
workshifts
  Click on the
workshift button.

Step 2 – Create
workshifts
  Click on the add
button.
 () Enter the name of
the workshift.
  Choose the time
periods for the specific
shifts
Screen shot 9.2 – Choose list of workshifts
  Click on Verify
work shift schedule
to see a summary.
  Click on the save
button.

Screen shot 9.3 – Create workshift

 If a problem arises a message is shown in red at the top

of the page.

- 38 -
Example on how to set
up a 24h work shifts
Shift 1: 10 pm – 6 am
Shift 2: 6 am – 2 pm
Shift 3: 2 pm – 10 pm

Screen shot 9.4 – workshifts 24 hours

 If a problem arises a message is shown in red at the top

of the page.

9.2 Attach a workshift to one or more machines

A workshift must be attached to one or more machines to see the usage of a machine for
specific workshifts.

9.2.1 Attach workshift

Step 1 – Choose
machines

Step 2 – Navigate to
the workshift page
 See instructions in
previous chapter.

Step 3 – Attach
workshift to a machine
  Choose a workshift
to be attached for
each machine and
click on the apply Screen shot 9.5 – Attach workshift to machines
button.
 If a problem arises a message is shown in red at the top
of the page.

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10 MATRIS data download
MATRIS data can be downloaded from machines with the advanced hardware. These files
can later be used in Volvo’s MATRIS tool. A User can also choose to plan downloads every
month, quarter, 250, 500 or 1000 engine hours.

Note! MATRIS downloads can be made available to customers if desired. See 3.1 Create a
new customer

10.1 MATRIS downloads

Step 1 – Choose
machines

Step 2 – Navigate to
the MATRIS page
  Choose the
MATRIS tab on the
service management
overview page. If data
has been downloaded,
this is the place where
the MATRIS data files
can be found.
Step 3 – Download
MATRIS data
Screen shot 10.1 – Overview, MATRIS files
  Click on the
download button.
Download options are
shown for the chosen
machines.
 Important: If using
satellite data
transfer, it may take
some time to retrieve
and compile all data to
a usable file!

Screen shot 10.2 – Download MATRIS data

 If a problem arises a message is shown in red at the top

of the page.

- 40 -
10.2 Automatic MATRIS downloads

Step 1 – Select
machines

Step 2 – Navigate to
the MATRIS page and
select Automatic
download

Step 3 – Attach
Intervals to machine(s)
  Select monthly,
quarterly, 250, 500 or
1000 hour interval to
be attached for all Screen shot 10.3 – MATRIS files – Automatic download
chosen machines or
select for each
machine individually.
Click the Apply button  If a problem arises a message is shown in red at the top
of the page.

- 41 -
11 Administrative functions
Administrative functions allow adding to the system machines and users of different kinds.

11.1 What is a user?

Users have a username, password and a personal profile with user settings. There are two
different types of dealer users in the CareTrack system:

 Dealer
o administrator
o user

These user types have different rights in the system. A dealer administrator can perform
certain tasks like creating users and machines whereas a dealer user only can perform basic
operations like , for example, finding vehicle on the map.

11.2 What is a machine?

Creating a machine in the system means entering configuration data for the hardware unit
that is mounted on the machine and data for the actual machine (type, name etc. etc.). This
information constitutes a machine in the system.

11.3 Create a new User

This function can be performed by a dealer with administrative rights or customer
administrator.

User within the dealer can be created and they can be assigned either administrative rights
or be a normal user.

Step 1 – Select
administration menu
  Click on
administration
in the menu bar.

Screen shot 11.1 - Administration view

- 42 -
Step 2 – Create the
user by entering users
form
  Select the tab User
  Click on the
Add button to add a
new user.
 () Enter the user
details in the fields
  Select the
Administrator role if
the user shall have
administrative rights
  Select Language,
Screen shot 11.2 - Create user
Units and timezone
in the drop-down lists
 Some steps are required and they are marked *.
  After entering all Other steps are optional.
wanted parts click on
Save.  If a problem arises a message is shown in red at the top
of the page.

11.4 Delete a user

This function can be performed by a dealer with administrative rights.
Step 1 – Delete a user
  Select the Users tab
and click the delete
button (waste bin
icon) for the user to
be removed.
  Click on the
OK button on the pop-
up dialog that follows.
The user is deleted

Screen shot 11.3 - Delete user

 If a problem arises a message is shown in red at the top

of the page.

- 43 -
11.5 Create a new Customer
This function can be performed by a dealer with administrative rights.

A Dealer can create customers in the system. This must be done before attaching any
machines to the customer.
Step 1 – Select the
administration menu
Step 2 – Select the
“Customer” tab
  Click on the
Add button to add a
new Customer.
 () Enter the
customer details in the
fields
  Select Language,
Units and time zone
in the drop-down lists
  After entering all
wanted parts click on Screen shot 11.4 - Create customer
Save.
 If a problem arises a message is shown in red at the top
of the page.
 Some steps are required and they are marked *.
Other steps are optional.
* If the customer is part of a Key Account group, your Regional Volvo CE CareTrack
administrator can arrange for the customer to be linked in the Key Account function. All
machines that are then attached to this customer will be visible to the Key Account
administrator, on their CareTrack screen.
For more information on the Key account function – contact your Volvo CE Customer
CareTrack administrator.

If it has been agreed with the customer that they should be given access to MATRIS
downloads and/or Error Codes, then check the appropriate boxes before saving

- 44 -
11.6 Delete a customer
This function can be performed by a dealer with administrative rights.
Step 1 – Delete a
Customer
  Select the Customer
tab and click the
delete button (waste
bin icon) for the
Customer to be
removed.
  Click on the
OK button on the pop-
up dialog that follows.
The Customer is
deleted.

Screen shot 11.5 - Delete customer

 If a problem arises a message is shown in red at the top

of the page.

- 45 -
11.7 Edit my profile
This function can be performed by all users.

A user in the system can change his/her own information and password in the “My profile”
part on the portal.
Step 1 – Select the
administration menu
Step 2 – Select the “My
Profile” tab
 () Enter the user
details in the fields
  After entering all
wanted parts click on
Save.

Screen shot 11.6 - Edit profile

 If a problem arises a message is shown in red at the top

of the page.
 Some steps are required and they are marked *.
Other steps are optional.

11.8 Create a new Machine

This function can only be performed by Dealer Administrator

See section 3.2 for more details in this area.

- 46 -
11.9 Delete a machine
This function can be performed by a dealer with administrative rights.
Step 1 – Delete a
Machine
  Select the Machine
tab and click the
delete button (waste
bin icon) for the
Machine to be
removed.
  Click on the
OK button on the pop-
up dialog that follows.
The Machine is
deleted.

Screen shot 11.7 - Delete machine

 If a problem arises a message is shown in red at the top

of the page.

11.10 Create a sub-dealer

A dealer with administrative rights can create sub-dealers.
Dealers can have sub-dealers and sub-dealers can have their sub-dealers and so on.
Step 1 – Select the
administration menu
Step 2 – Select the
“Dealer” tab
  Click on the
Add button to add a
new Dealer.
 () Enter the user
details in the fields
  Select Language,
Units and timezone
in the drop-down lists
  After entering all
wanted parts click on
Save.
Screen shot 11.8 - Create sub-dealer

 If a problem arises a message is shown in red at the top

of the page.
 Some steps are required and they are marked *.
Other steps are optional.

- 47 -
11.11 Delete sub-dealers
This function can be performed by a dealer with administrative rights.
Step 1 – Delete a
Dealer
  Select the Dealer
tab and click the
delete button (waste
bin icon) for the
Dealer to be removed.
  Click on the
OK button on the pop-
up dialog that follows.
The Dealer is deleted.

Screen shot 11.9 - Delete sub-dealer

 If a problem arises a message is shown in red at the top

of the page.

- 48 -
12 Anti-theft
CareTrack Anti-theft is a Volvo Construction Equipment anti-theft solution that allows
immobilization of Volvo CE machines as a consequence of a violated condition such as…
 A trespassed geofence,
 A broken timefence,
 Machine movement when the ignition is off.
 No GSM or Satellite connection. (certain markets only)
 Or by tampering with the electronic systems.

It is also possible for customers to immobilize the machine manually from the CareTrack
portal (certain market only).

With Anti-theft, the user can view and manage various anti-theft alarms associated with
machines. This includes the ability to safely enable and disable the use of the machine. Anti-
theft will only work in countries where CareTrack is launch and in selected markets.

Using this service requires not only the responsible understanding and knowledge of the
functions, but also the consequences regarding insufficient or incorrect usage or settings.

Some of the sections in Anti-theft can not be accessed by the dealer. They are however still
part of this manual as the dealer might need the information to support the customer.

- 49 -
12.1 Activation of Anti-theft
To use Anti-theft, the machine needs to be activated in the CareTrack portal. You need to be
logged in as a dealer admin and the machine must be Anti-theft capable for the option to be
visible (Anti-theft must be enabled by an authorized dealer service person using VCADSpro
to make the tick box selectable). Anti-Theft is a subscription service and selecting this option
could generate a monthly invoice to the dealer, until it is deactivated by the dealer.
Step 1 – Select the
administration menu
Step 2 – Select the
“Machines” tab
  Click on the
Add button to add a
new machine.
  Click on the
Select button to
continue.
  Check the Anti-theft
box.

Screen shot 12.1 – Activation of Anti-theft

 If a problem arises a message is shown in red at the top

of the page.
 Some steps are required and they are marked *.
Other steps are optional.

- 50 -
12.2 Machines activated with Anti-theft
In the Overview Tab of Anti-theft, the trigger status of the selected machines can be viewed.

Search for all the machines with the “ON” status, using the filter search. This feature shows
the machines that have the Anti-theft switched “ON”. Other possible selections are “ALL” and
“OFF”

Step 1 – Select the

Anti-theft menu
Step 2 – Select the
“Overview” tab
  Select ON, OFF or
ALL in the filter search
  Click on refresh

Screen shot 12.2 – Find Anti-theft machines

12.2.1 Service action

If the ”Service Action” indicates ”ON” it is part of a machine service procedure and will
override triggers until the next start of the machine. Service action “ON” can also be used
for movement of machines (relocating the machine, as used by rental companies for
example).

Service action can only be enabled using Level 2 code in the machine or by an authorized
dealer service person using VCADSpro.

Screen shot 12.3 – Service action

- 51 -
12.2.2 Immobilized status
The immobilized status indicates if the machine is immobilized or not.

The icons indicate the following:

 Immobilized – The icon is a steering wheel with a closed ”Red Lock”.
 Not Immobilized - The icon is a steering wheel with an open ”Green Lock”.
 Pending Immobilization - The Lock on the Icon alternates between these two states,
which means it oscillates from RIGHT ”Green” to LEFT ”Orange/Red” and then back
and so on until the machine immobilizes (”Pending Immobilization” means that the
machine will be immobilized at next key off and will not start on the next attempt
without the level 2 PIN code (6 digits)).

Screen shot 12.4 – Immobilized status

12.2.3 Alarms
The ”Alarm” column indicates:
 Anti-theft Alarm - The Icon is a steering wheel with a ”Red Bell”.

Screen shot 12.5 – Anti-theft Alarms

- 52 -
12.2.4 Triggers
If you select an individual machine from the overview, a list of the immobilization ”Triggers”
and their status will be shown on the right hand side of the screen. When the anti-theft
system is active and the machine is not immobilized, the trigger state is ‘OFF’. When a
specific trigger has been activated and an alarm has been sent, the status changes to ‘ON’.
The ”Update” button will refresh the current status.
Step 1 – Select the Anti-theft menu
Step 2 – Select the “Overview” tab
  Select one machine with Anti-theft activated
 On the right side the Machine Information window
will appear.

Explanation of triggers:
No connection (only in selected markets)
- Machine can be immobilized automatically if no
connection with portal has occurred within selected
days. The default delay time is 60 days if activated.
ECU Change
- If any machine ECU is removed, system will detect
and activate immobilization trigger functions.
Antenna failure
- GSM and GPS antenna will be monitored by W-ECU
and in any tampering action the violation trigger will
activate machine immobilization.
Timefence
- The authorized time window can be defined and if
machine keep working beyond defined limits, it will
activate immobilization trigger.
Machine movement
- If any excessive movement is perceived by the
machine when key off, it will activate the
Screen shot 12.6 – Triggers
immobilization and also send current machine location
in predefined intervals (active tracking).
Remote immobilization
- The machine can also be immobilized from the
CareTrack portal (certain markets only).
Telematic Power lost
- Battery cable will be monitored by W-ECU and if power
is interrupted a trigger will be activated.
Geofence (only in selected markets)
- A geographical area based on coordinate and radius
can be defined as authorized to work. If the machine
moves outside it will activate an immobilization trigger
and active tracking will start. If the machine returns to
specified perimeter the trigger return to ‘OFF’.

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12.3 Authorization and Pin-codes

12.3.1 Authorization
For CareTrack Anti-Theft there are three different authorization levels:
A Level 1 is the operator level. He or she is using a four digit code to start a machine that is
equipped with Anti-theft. There can only be one PIN code per machine and this code is
always needed to start the machine when Anti-Theft is enabled.

A level 2 user, that can be the machine owner, is using a six digit code. There is only one
code per machine. This code makes it possible to log in to the machine instrument display to
set new Level 1 code, reset a machine that has been locked because of wrong level 1 code
input or to set Anti-theft system in service mode. This level has the authorization to
immobilize a machine and also de-immobilize the machine.

Level 3 is the level for service technician that are VCADS Pro users and authorized Anti-
Theft. When service technician is authorized he or she will get access to the VCADS Pro
operations for Anti-Theft. For certain markets there is also a level 3 functionality in
CareTrack portal.

12.3.2 Find or change Pin code level 1 (only for customers)

Step 1 – Select the Anti-theft
menu
Step 2 – Select the
“Overview” tab
  Select one machine with
Anti-theft activated
 On the right side the
Machine Information
window will appear.
  Click on Pin Code

Screen shot 12.7 – Pin Code

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The ”Pin Code” button will
display access to the ”Get
current code” button where the
current code can be retrieved and
the ”Set new code” button will
set a new code.

Screen shot 12.8 – Find Pin Code

The “Generate random” button

will create a random code that
can be sent to the Operator. It is
also possible to enter your own
code. Click “Send” to use the
new code.

Screen shot 12.9 – Change Pin Code

12.3.3 Change Pin Code level 2

Change of the Level 2 Pin Code (owner pin code) can be done with VCADS Pro by an Anti-
theft authorized user

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12.3.4 One Time Pin Code (only for customers in certain markets)
Machines working in a no GSM or Satellite signal condition and has the trigger “No
connection” activated needs to use One Time Pin Code to not immobilize the machine after
selected number of days.
Step 1 – Select the
Anti-theft menu
Step 2 – Select the
“Overview” tab
  Select a machine
  In the Machine
information window,
click on One-Time-
Code
 First enter the Seed
number (8 digits) that
is shown in the
machines display.
  Click Generate
Key
 A new One Time Pin
Code is shown. This Screen shot 12.10 –One Time Pin Code
code should then be
entered in the
machine display.  If a problem arises a message is shown in red at the top
of the page.

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12.4 Immobilization
The machine can be immobilized by the triggers listed above. It can also be immobilized
from the portal by the customer. (certain markets only)

Step 1 – Select the Anti-theft menu

Step 2 – Select the “Overview” tab
  Select one machine with Anti-theft
activated
 On the right side the Machine Information
window will appear.
  Click on Immobilize

  To de-immobilize, Click on the Immobilized

button again

The ”Immobilize” button will indicate

‘pending immobilization. The machine will
immobilize only after an ignition ”switch off”
at which point the button status will change
to ‘immobilized’. On the next start up, this
action will disable the machine and prevent
it from further usage until the reason for the
trigger has been resolved. NOTE, this can
only be done by the customer.

Using this feature should always be

done in a well-managed way by
knowing and understanding the
consequences and circumstances.

Screen shot 12.11 – Immobilization

12.4.1 How to de-immobilize an immobilized machine

If the machine is locked for level 1 user (operators) the machine can be unlocked by waiting
5 minutes and try again or using owner PIN code (Level 2 code).

Machines can also be de-immobilized by using a One Time Pin Code.

Machines immobilized by Geofence, Timefence or Antenna failure can be de-immobilized by

reversing the violation. For example; repairing the antenna or change Timefence and
Geofence in portal.

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12.5 Active tracking
If a machine is immobilized the Active tracking will start. The Active tracking is saved until a
new event triggers a new active tracking.

Step 1 – Select the

Anti-theft menu
Step 2 – Select the
“Active tracking” tab
  Click on Map for the
selected machine.

Screen shot 12.12 – Active tracking

Red bell symbolize last

location of machine
Yellow bell symbolize the
path of the machine,
with bells every minute.

Screen shot 12.13 – Active tracking map

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Active tracking could also
be reached through the
“Machine Information”
window

Step 1 – Select the

Anti-theft menu
Step 2 – Select the
“Overview” tab
  Select one machine
with Anti-theft
activated
 On the right side the
Machine Information
window will appear.
  Click on Show
active tracking

Screen shot 12.14 – Active tracking map

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12.6 Anti-theft alarms and history
When triggers are being activated an Anti-theft alarm is stored in the alarm section. The
alarms will indicate which trigger that was activated.

Step 1 – Select the

Anti-theft menu
Step 2 – Select the
“Alarms” tab
Alarms for the selected
machines are shown

To acknowledge alarms
click on
  Check the box to
acknowledge alarms
  Click on
Acknowledge
 The selected alarm will
then be transferred
and viewed under the
History tab
Screen shot 12.15 –Anti-theft Alarms

Alarms can only be

acknowledge by
customer

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13 Appendix, Codes and Abbreviations
These examples are from the CareTrack User manual
Some of this codes and abbreviations are also included in the manual per section.

Prefix Explanation

GPRS General/GSM Packet Radio Service

SMS Short messages service

User types Explanation

Dealer Administrator A type of user that have administrative rights within the
dealer portal. A user like this can create customers,
machines, sub-dealers etc. etc.
Dealer User This is a type of user that the dealer administrator
creates. A user has access to the basic services within the
portal
Customer Administrator A type of user that have administrative rights within the
customer portal.
Customer User This is a type of user that the customer administrator
creates. A user has access to the basic services within the
portal

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