Volvo Caretrack Manual

8/9/2019 Volvo Caretrack Manual

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User manual for Dealers

CareTrackVolvo Construction Equipment Telematics System

2012-02-28M1 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 ............................................................................................. 32.1.1 Manage and create new filters..................................................................................... ..... 42.1.2 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................................... 154.5.1 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 ATTACHNOTIFICATION PLAN TO ONE OR SEVERAL MACHINES........................ 28

8 MANAGE REPORTS ......................................................................................... 29

8.1

DAILY HOURS .................................................................................................. 298.2 MACHINE UTILIZATION .................................................................................... 30


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8.3 MACHINE SPECIFIC PRODUCTIVITY REPORTS................................................... 318.3.1 Wheel loader reports ............................................ .......................................................... 31

8.3.2 Crawled excavator reports ................................... .......................................................... 32

8.3.3

Wheeled excavator reports ................................... .......................................................... 338.3.4 Articulated hauler reports ........................................................................................... ... 34

8.3.5 Grader reports ................................................................................................ ................ 35

8.4 PRODUCTION ................................................................................................... 35

9 MANAGE WORKSHIFTS ................................................................................ 37

9.1.1 Workshifts overview .......................................................... .............................................. 37

9.1.2 Create workshifts ................................................................................... ......................... 38

9.2 ATTACH A WORKSHIFT TO ONE OR MORE MACHINES........................................ 399.2.1 Attach workshift ................................................................ .............................................. 39

10 MATRIS DATA DOWNLOAD ......................................................................... 40

10.1

MATRISDOWNLOADS .................................................................................... 40

10.2 AUTOMATIC MATRISDOWNLOADS............................................................... 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

11.10CREATE A SUB-DEALER................................................................................... 47

11.11DELETE SUB-DEALERS ..................................................................................... 48

12 ANTI-THEFT ...................................................................................................... 49

12.1 ACTIVATION OF ANTI-THEFT ........................................................................... 50

12.2 MACHINES ACTIVATED WITH ANTI-THEFT ....................................................... 5112.2.1 Service action ........................................................ ......................................................... 51

12.2.2 Immobilized status ............................................................ .............................................. 52

12.2.3 Alarms.............................................. ................................................................. .............. 52

12.2.4 Triggers .......................................................................................................................... 53

12.3 AUTHORIZATION AND PIN-CODES .................................................................... 5412.3.1 Authorization ......................................................... ......................................................... 54

12.3.2 Find or change Pin code level 1 (only for customers) .................................................... 5412.3.3 Change Pin Code level 2 ............................ ................................................................. ... 55

12.3.4 One Time Pin Code (only for customers in certain markets).......................................... 56

12.4 IMMOBILIZATION ............................................................................................. 5712.4.1 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, Rentaloutlets 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 theCareTrack system.

1.2 What is TelematicsTelematics is the use of electronic and communication technologies to provide mobilityservices for the users. The service is intended to promote safety, productivity, mobility andconvenience.

It relies on a wireless communication link and often includes a positioning system. Examplesof 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 GPSunit and a computer and possibly a satellite modem.The unit is communicating over the mobile network through GPRS, SMS and other wirelesscommunication bearers with applications and databases containing information. The

information is displayed on a password protected website from which a user also can interactwith a machine.

1.3 Prerequisites

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

A dealer creates a customer and connects machines to that customer. The customer canmanage 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 arefilled 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 eachaction. The purpose of the Screenshots is to demonstrate the correctscreen 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 continuouslydeveloped 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 departmentfor your region. Find the contact address on the VDN, under CareTrack


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To configure the Machinetree click on the OpenConfigurationicon

Here you can choose todisplay the machines by

Machine nameorChassi id.

The choice of showing

the full machine name isalso available here.

To save the new

configurations check theSave tree statebox

Screen shot 2.2 Filter

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 Machinetree window

Step 2 Select theManage filter

Click on theNew Filter button toadd 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 wouldlike to filter on.

()/ add or select

more conditions

Click Save

In this example, machines

with A25F or A30F in themachine name within theBuilding segment will be

viewed when using thefilter.

To take a filter away,select no filter in theMachine tree.

Screen shot 2.5Create Filters

To quick search for one machine, expand the filter by

clicking on + in the machine tree. PressCtrl+F keys to openInternet Explorers search function. Note, if you want to searchfor chassi id, remember to change the configuration to displaychassi id instead of machine name.

2.1.2 Machine status

In the machine tree, the machinesstatus when the machines last communicated is shownby 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 supportfunction*

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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11443690P0111443779P01

11443839P01

11443888P0111443967P0111380034P0111380036P01

2.2 Create and attachMost 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 aconfiguration 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 moredetail 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 menuStep 2 Select theCustomer tab

Click on the

Add button to add anew customer.

() Enter the user

details in the fields*

SelectCountry,Language, Unitsandtimezonein the drop-

down lists

After entering all

wanted parts click on

Save.

Screen shot 3.1 - Create customer

If a problem arises a message is shown in redat 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 CareTrackadministrator can arrange for the customer to be linked in the Key Account function. Allmachines 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 CustomerCareTrack administrator.

If it has been agreed with the customer that they should be given access to MATRISdownloads 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 ErrorCode functions in CareTrack are used, as they are NOT covered in the customer usermanual.


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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 andremoved from the system.

Step 1 Select theadministration menu

Step 2 Select theMachines tab

Click on the Add

button.

() Enter the machine

details in the fields

Select in the drop-

down lists

After entering all


Save.

Screen shot 3.2 Click Add to start registration of a new machine

Screen shot 3.3Advanced HW form


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 thechassis ID as

follows (see noteson the right);

Click outside ofthe Chassis ID box

Screen shot 3.4Enter chassis ID

NOTES:This MUST be entered without blank spaces, where the machine type is up to5 positionsand 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 beentered E.G. CT1000025.

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 notcompatible withthe hardware or

the chassis Id isenteredincorrectly, themessage shownwill appear.

If the Chassis ID is

entered correctlybut this messageappears, themachine has notcommunicatedwith the CareTrack

portal. Start themachine again toenable thecommunication.

Note! Onembedded

software machines(GPPE) using

Advanced

CareTrack machinehours offset shouldbe set to 0.CareTrack detects

the figureautomatically.

On Compact, Old

Volvo & Non-Volvomachines using

Basic CareTrack,the engine hours

must be filled inand theResetmachine hoursbox checked.

Screen shot 3.6 Wrong entry

Screen shot 3.7Error message

Screen shot 3.8 Machine hours should be set to 0


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Remaining fields:

() Name the

machine and fill inthe other fields asrequired.

() For a machineto be visible to aKey Account, the

customer chosenunder *Ownermust be linked tothat Key Account.

Select the

desired form ofsubscription

Basic or Advanced

Press Save.

The machine willbe added to theCustom GroupUnassigned, or thegroup selected

during registration

Screen shot 3.9 - Create machine more info


of the page.




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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 machines position

Step 1 View Machineson map

Select Machinesin the left-hand menu.

Right-click on the

selected machines inthe left-hand menu.

A menu turns up,

click on View onMap.

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 machines position

Step 1 Navigate tothe desired map viewand zoom level

Step 2 View allmachines in map andselect them

Click theshow allmachines in map

button in the map

toolbar just above themap. All machines thathave positions within

the map area shallturn up on the map.

Select the

machines by clickingthe Select machinesin map view button.

Screen shot 4.2 - View and select all machines on map

4.3 Request position from machineRequest 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 Requestposition and machinehours update

Select Machines

in the left-hand menu.

Right-click on theselected machine(s) inthe left-hand menu tose the machinesmenu.

Click on the

request updatelink to get a fresh

position from themachine(s). Inaddition, the machinehours 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 Selectmachines, Right Click

and select Requestupdate

Step 2 Navigate to

Status Report

The selected machineswill be shown in list

form.

Moving the mouse

over the fuel level barwill show the actuallevel in %

A level under 15% willshow as red. Under5% the bar will be

completely red

Click on the arrow tosee details of fuellevel.

Screen shot 4.4 - View Status report

Machines with Early Basic hardware, Basic subscription or

with Advanced Subscription but older non-compatible software

cannot show fuel level.


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4.5 View Machine information & Machine summary

4.5.1 Machine InformationStep 1 Click on a

machine row in Statusreport, Operationreports or under

Service plans

The machineinformation panel willappear on the right-

hand side.

Here you can see the

latest update time,plus position, enginehours and enginestatus*

Screen shot 4.5Machine Information

*Machines with Early Basic hardware, Basic subscription orAdvanced Subscription with non-compatible software cannotshow engine status.

4.5.2 Machine Summary

To select the MachineSummary, either

right-click in themachine list and select

Summary

Or click on theMachine Summarybutton in the MachineInformation panel

Screen shot 4.6Select Machine Summary


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The upper part of themachine summarylooks like this

Here you can seeMachine,

Dealer/Customer andsubscription details.

The Network map* isalso shown and can be

useful to Dealerservice personnel priorto service visits

Screen shot 4.7 Machine Summary

*Machines with Early Basic hardware, a Basic subscription orAdvanced Subscription and older software will not show acomplete Network map.

The lower part of the

machine summarylooks like this

It shows last position,and information onattached Geo- andTime-fences, andAutomatic MATRISdownloads

If a work shift isattached, this will alsobe shown

The ECU ConfigurationProcess is also shown.Here you can see ifthe process was

completed. If not,reset the configurationprocess withVCADSpro or contactyour support

department withinyour region.

Screen shot 4.8 Machine Summary


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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 amachine may be used. This is done through a configuration on the web portal, which is beingsent 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/TimefenceA Customer administrator can add and configure a geofence and time fences, plus attachthem to machines.A customer user can attach already created geofences and timefences to machines

Step 1 Navigate tothe configuration pagefor geofence

Click on mapping

& tracking in the bluetop menu.

Click on theGeofencetab.

Click on the

Geofencebutton.

Screen shot 5.1 - Configuring Geofence


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Step 2 create ageofence/timefenceconfiguration

Click on the add

button to navigate tothe configuration page

for geofence ortimefence.

() Enter desired

nameforgeofence/timefence.

Geofence only

Click on the centerpoint button tochoose the centerpoint of your

geofence. A map viewis opened, navigate tothe desired point andclick save.

Geofence only

Choose desired radiusfor geofence in the

drop down list.

Configure the

schedule for the

geofence/timefence. Astart time must befollowed by a stoptime.

Screen shot 5.2create geofence configuration

Click update diagram to get an overview of when a

configuration is active. The red areas show when a fence isactive.

If a problem arises a message is shown in redat the top of

the page.

The geofence and timefence services work independently

of each other.

To activate the Anti-theft trigger Geofence/Timefence,

check the Immobilizerbox. Before using this function,please read the Anti-theft section of the manual. Thisfunction can only be used by customers.


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5.3 Attach geofence/timefence

A geofence or timefence must be activated for a selection of machines to work. The way ofdoing this is the same for both geofence and timefence.

Step 1 navigate tothegeofence/timefence

page Click on mapping

& tracking in the blue

top menu.

Click on the

Geofence tab.

Click on either

Attach: geofence orAttach: timefence.

Screenshot 5.4 - navigate

Example on how toconfigure the scheduleof a geofence/

timefence

Geofence/timefenceactivated Monday to

Friday between 5 pm and7 am and duringweekend.

Green dot: start activation

Red dot: end activationRed areas in graph:

timefence/geofenceactivated

Screen shot 5.3 example of geofence/timefence


the page.


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Steg 2 activategeofence/timefenceconfiguration

Choosegeofence/timefence inthe drop down lists foreach machine and

click correspondingapplybutton.

or

Choose

geofence/timefence inAttach to all in list

and click on the applybutton to attach aselected fence to allselected machines.

Screen shot 5.5 - Activate geofence


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 brakesetc.

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 andattached to a set of machines.

Three standard service plans are available in the system from start. These are 250, 500 and1000 hour intervals predefined, up to 10 000 hours. These cannot be edited but can becopied and Saved under another name. They can then be edited by the user.

Step 1 Navigate tothe Service Planoverview

Click on

ServiceManagement

option in the top

menu. Click on

Service Plantab in the tabbedmenu.

Screen shot 6.1 - Navigate

Screen shot 6.2 - Navigate


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Step 2 Create ServicePlans

Click the Addbutton

() Enter the name of

the service plan.

Click the Save

button

Screen shot 6.3 - Click Add

Screen shot 6.4 - Create service plan


of the page.


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Step 3 Add serviceitems to Service Plans

() Enter serviceoccasions (as many asdesired).

Click the Save

button

If required, amaximum serviceinterval measured inmonths can also beadded

Checking the Use

relative service timesbox means that therewill always be the

chosen interval periodbetween reminders,irrespective of whenthe last service was

acknowledged.

Standard service planscan also be used. Click

on Copyand renamethe service plan. Clickon Save As.

Screen shot 6.5Add service plan occasion

Screen shot 6.6 - Add service occasion

If a problem arises a message is shown in redat the topof the page.




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6.2 Attach service plan to one or several machinesA 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 imminentStep 1 Selectmachines

Step 2 Navigate tothe Service plan page

See instructions for

navigation in thechapter above.

Step 3 Attach serviceplans to machine

Select either aservice plan to be

attached for allselected machines orselect service plans foreach machine. Click

the apply button

Screen shot 6.7 - Attach service plan to machines

6.3 Using wear partsWear 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 wearparts

Click on wear partsbutton

() Enter the desired

name, lifetime andalarm before expiring.

Click on theAddbutton to save

Wear parts are attached tomachines in the same

manner as, for example,service plans. Screen shot 6.8 - create wear parts


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 machinesThis function can be performed by a dealer with administrative rights.

Step 1 Selectmachines

Step 2 Navigate tothe Service plan page

See instructions fornavigation in thechapter above.

Step 3 Attach wearparts to machine

Select either a wear

part to be attached forall selected machinesor select wear partsfor each machine.

Click the apply button

Screen shot 6.9 - Attach wear parts


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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 notificationsNotifications is a way of forwarding selected alarm types.The user can create differentplans 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 theNotificationtab on

the ServiceManagement overviewpage.

Click on Add and

the screen shown in7.1 will appear.

Screen shot 7.1 Creating a Notification plan


of the page.


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Step 2 Select whichCareTrack Alarms,Machine Error codes

and alarms you want inthe plan

Click on the

required type;

CareTrack or machinespecific.

Click on the

alarm(s) or Errorcodes you want in theplan, and then on theAdd to plan arrow. To

remove from the list,click the opposingarrow

Select theforwarding method bychecking the sms or E-mail box in the

Forwarding list

Repeat this processuntil the plan is

complete.

Name the plan andclick on Save

Recipients can also be

added to thenotification. Themessage is then sentto you and theselected recipient.

Screen shot 7.2 Adding alarms & error codes to the Notification plan


of the page.

To check or uncheck all boxes in the SMS or E-mail

forwarding column, click on the column heading


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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 2 Navigate tothe Notification page

Step 3 Attach

Notification plan tomachine

Select either a

Notification plan to beattached for allselected machines orselect Notification

plans for eachmachine. Click theApply button

Screen shot 7.3 - Attach Notification plan to machines

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 396days 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 anoverview of when and for how long the machines have been used.

Steg 1 Choose dailyhours report

Choose the daily

hourstab on theoperation reportspage.

The report contains aper day report on howmuch the machineshave been in use andhow much they have

been parked.

To see an event reportof the selected day,

click on the icon to theright of the EngineOff

Screen shot 8.1Daily hours


of the page.


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8.2 Machine utilization

Advanced subscription only!

The machine utilization report contains machine hours, fuel consumption, accumulatedconsumption, work, no work for the selected machines.

* 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 theoperating 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 sincea 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 0.5km/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 enginerunning but attachments and tracks are not operated.Definition for GRD:

Work is time in gear and parked is time in neutral and parked.

Step 1 Choosemachine utilization

report

Choose the

machine utilizationtab on the operationreports page.

The report containsfollowing data for theselected machines:

-Machine name

-Chassis-ID

-Fuel consumption*

-Accumulated fuelconsumption**

-Relative amount of

work***

- Relative amount ofmachine idle***

-Machine hours

Screen shot 8.2Machine utilization


of the page.


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8.3 Machine specific productivity reports


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

* 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 periodselected.

**** 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 speedwhen shifting direction generally cause less wear on the transmission.

Step 1 Choose wheel

loader report

Choose the tab

Machine reportson

the operation reports

page and then wheelloader (icon).


-Machine name

-Chassis-ID

-Machine hours

-Average speed*

-Total distance**

-Amount of starts***

-High RPM (%)****

- No. of high speed F-R,

R-F shifts*****

Screen shot 8.3

Wheel loaders


of the page.


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8.3.2 Crawled excavator reports

* These columns show the fuel consumption distribution rate on each work mode, during theoperating 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


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

Step 1 Choose

crawled excavatorreport

Choose the tab

Machine reportsonthe operation reportspage and then

crawled excavator(icon).

The report contains

following data for theselected machines:

-Machine name

-Chassis-ID

-Machine hours

-Fuel consumptiondistributed on workmodes*

-Distribution of enginework mode**

-Usage ofHammer/Shear/X3***

-Travel distribution****

Screen shot 8.4 Crawled excavators


of the page.


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8.3.3 Wheeled excavator reports

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

** These columns show the distribution time of the control mode in percent, during the


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


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

Step 1 Choose

wheeled excavatorreport

Choose the tab


wheeled excavator(icon.

The report contains


-Machine name

-Chassis-ID

-Machine hours

-Fuel consumptiondistributed on workmodes*

-Distribution of enginework mode**

-Usage ofHammer/Shear/X3***

-Travel distribution****

Screen shot 8.5 Wheeled excavators


of the page.


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8.3.4 Articulated hauler reports

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

** This column shows the percentage of engaged longitudinal difflock in relation to machinein 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 beenoperated depends on the operating conditions. Generally, the more offroad applications themachine operates in, the higher the longitudinal difflock use shall be in relation to the timethat the machine has been operated. Also, operating in uphill conditions on a slippery

surface can require longitudinal difflock.

Step 1 Choose

articulated haulerreport

Choose the tab


articulated hauler(icon).

The report contains


-Machine name

-Chassis-ID

-Machine hours

-Average speed

-Distance

-Retarder (%)*

-Service brake (%)*

-Diff lock (%)**

Screen shot 8.6Articulated haulers


of the page.


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8.3.5 Grader reports

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

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

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

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

8.4 Production

On Board Weighing is a Volvo Construction Equipment production system that allows theuser 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. Youneed 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 Weighingmust be enabled by an authorized dealer service person using VCADSpro. On Board

Step 1 Choose grader

report

Choose the tab

Machine reportsonthe operation reportspage and then Motorgrader (icon).


-Machine name

-Chassis-ID-Machine hours

-Average speed*

-Distance travelled**

-Number of starts***

-No. of high speed F-R,R-F shifts****

Screen shot 8.7 - Graders


of the page.


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9 Manage Workshifts


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 tothe workshifts

overview

Choose the

workshifttab on the

operations reportsoverview page.

Screen shot 9.1 - workshifts


of the page.


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9.1.2 Create workshifts

Step 1 View

workshifts

Click on the

workshiftbutton.

Step 2 Createworkshifts

Click on the add

button.

() Enter the nameof

the workshift.

Choose the timeperiods for the specific

shifts

Click on Verify

work shift schedule

to see a summary.

Click on the save

button.

Screen shot 9.2Choose list of workshifts

Screen shot 9.3Create workshift


of the page.


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9.2 Attach a workshift to one or more machinesA workshift must be attached to one or more machines to see the usage of a machine forspecific workshifts.

9.2.1 Attach workshift

Step 1 Choosemachines

Step 2 Navigate tothe workshift page

See instructions inprevious chapter.

Step 3 Attach

workshift to a machine

Choose a workshift

to be attached foreach machine andclick on the applybutton.

Screen shot 9.5Attach workshift to machines


of the page.

Example on how to setup 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



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10 MATRIS data download

MATRIS data can be downloaded from machines with the advanced hardware. These filescan later be used in Volvos MATRIS tool.A User can also choose to plan downloads everymonth, quarter, 250, 500 or 1000 engine hours.

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

10.1 MATRIS downloads

Step 1 Choosemachines

Step 2 Navigate tothe MATRIS page

Choose the

MATRIStab on theservice managementoverview page. If data

has been downloaded,this is the place wherethe MATRIS data files

can be found.Step 3 DownloadMATRIS data

Click on the

downloadbutton.Download options areshown for the chosenmachines.

Important: If usingsatellite datatransfer, it may take

some time to retrieveand compile all data toa usable file!

Screen shot 10.1 Overview, MATRIS files

Screen shot 10.2Download MATRIS data



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10.2 Automatic MATRIS downloads


Step 2 Navigate tothe MATRIS page andselect Automaticdownload

Step 3 AttachIntervals to machine(s)

Select monthly,quarterly, 250, 500 or1000 hour interval tobe attached for all

chosen machines orselect for eachmachine individually.Click the Apply button

Screen shot 10.3 MATRIS filesAutomatic download


of the page.


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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 twodifferent types of dealer users in the CareTrack system:

Dealero administrator

o user

These user types have different rights in the system. A dealer administrator can performcertain tasks like creating users and machines whereas a dealer user only can perform basicoperations 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 unitthat is mounted on the machine and data for the actual machine (type, name etc. etc.). Thisinformation constitutes a machine in the system.

11.3 Create a new User

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

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

Step 1 Selectadministration menu

Click on

administrationin the menu bar.

Screen shot 11.1 - Administration view


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Step 2 Create theuser by entering usersform

Select the tab User

Click on the

Add button to add anew user.

() Enter the user


Select the

Administratorrole ifthe user shall haveadministrative rights

Select Language,

Unitsand timezonein the drop-down lists

After entering all


Save.

Screen shot 11.2 - Create user




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 Userstab

and click the deletebutton (waste binicon) 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


of the page.


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11.5 Create a new Customer


A Dealer can create customers in the system. This must be done before attaching anymachines to the customer.


Step 2 Select theCustomer tab

Click on the

Add button to add a

new Customer.

() Enter the

customer details in thefields

Select Language,

Unitsand time zonein the drop-down lists

After entering all

wanted parts click onSave.

Screen shot 11.4 - Create customer


of the page.



* If the customer is part of a Key Account group, your Regional Volvo CE CareTrackadministrator 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 Accountadministrator, 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


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11.6 Delete a customer


Step 1 Delete aCustomer

Select the Customer

tab and click thedelete button (wastebin icon) for theCustomer to be

removed.

Click on the

OK button on the pop-up dialog that follows.The Customer isdeleted.

Screen shot 11.5 - Delete customer


of the page.


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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 profilepart on the portal.


Step 2 Select the MyProfile tab

() Enter the user


After entering all


Screen shot 11.6 - Edit profile




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.


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11.9 Delete a machine


Step 1 Delete aMachine

Select the Machine

tab and click thedelete button (wastebin icon) for the

Machine to beremoved.

Click on the

OK button on the pop-up dialog that follows.The Machine isdeleted.

Screen shot 11.7 - Delete machine


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 2 Select theDealer tab

Click on the

Add button to add anew Dealer.

() Enter the user


Select Language,

Unitsand timezonein the drop-down lists

After entering all


Screen shot 11.8 - Create sub-dealer


of the page.




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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 CareTrackportal (certain market only).

With Anti-theft, the user can view and manage various anti-theft alarms associated withmachines. 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 thefunctions, 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 stillpart of this manual as the dealer might need the information to support the customer.


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12.1 Activation of Anti-theft

To use Anti-theft, the machine needs to be activated in the CareTrack portal. You need to belogged in as a dealer admin and the machine must be Anti-theft capable for the option to bevisible (Anti-theft must be enabled by an authorized dealer service person using VCADSproto make the tick box selectable). Anti-Theft is a subscription service and selecting this optioncould generate a monthly invoice to the dealer, until it is deactivated by the dealer.


Step 2 Select the

Machines tab

Click on the

Add button to add anew machine.

Click on the

Select button tocontinue.

Check the Anti-theftbox.

Screen shot 12.1 Activation of Anti-theft


of the page.




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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 showsthe machines that have the Anti-theft switched ON. Other possible selections are ALL and

OFF

Step 1 Select theAnti-theft menu

Step 2 Select theOverview tab

Select ON, OFForALLin the filter search

Click onrefresh

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 actionON can also be usedfor movement of machines (relocating the machine, as used by rental companies forexample).

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


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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 backand so on until the machine immobilizes (Pending Immobilization means that themachine 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 12.4Immobilized status

12.2.3 Alarms

The Alarmcolumn indicates: Anti-theft Alarm - The Icon is a steering wheel with a Red Bell.

Screen shot 12.5 Anti-theft Alarms


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12.2.4 Triggers

If you select an individual machine from the overview, a list of the immobilization Triggersand their status will be shown on the right hand side of the screen. When the anti-theftsystem is active and the machine is not immobilized, the trigger state is OFF. When aspecific 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 Informationwindowwill appear.

Explanation of triggers:

No connection (only in selected markets)- Machine can be immobilized automatically if no

connection with portal has occurred within selecteddays. 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 willactivate 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

immobilization and also send current machine locationin 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 radiuscan be defined as authorized to work. If the machine

moves outside it will activate an immobilization triggerand active tracking will start. If the machine returns tospecified perimeter the trigger return to OFF.

Screen shot 12.6 Triggers


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12.3 Authorization and Pin-codes

12.3.1 AuthorizationFor 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 isequipped with Anti-theft. There can only be one PIN code per machine and this code isalways 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 onecode 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 codeinput or to set Anti-theft system in service mode. This level has the authorization toimmobilize 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 Prooperations for Anti-Theft. For certain markets there is also a level 3 functionality inCareTrack portal.

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

Step 1 Select the Anti-theftmenu

Step 2 Select the

Overview tab

Select one machine withAnti-theft activated

On the right side theMachine Informationwindow will appear.

Click onPin Code

Screen shot 12.7Pin Code


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The Pin Code button will

display access to the Getcurrent code button where the

current code can be retrieved andthe Set new code button willset a new code.

The Generate random buttonwill create a random code thatcan be sent to the Operator. It is

also possible to enter your owncode. Click Send to use thenew code.

Screen shot 12.8

Find Pin 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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12.5Active 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 2 Select theActive tracking tab

Click onMap for the

selected machine.

Red bell symbolize lastlocation of machine

Yellow bell symbolize the

path of the machine,with bells every minute.

Screen shot 12.12

Active tracking

Screen shot 12.13 Active tracking map


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Active tracking could also

be reached through theMachine Informationwindow


Step 2 Select the

Overview tab

Select one machine

with Anti-theft

activated On the right side the

Machine Informationwindow will appear.

Click onShow

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 2 Select theAlarms tab

Alarms for the selectedmachines are shown

To acknowledge alarmsclick on

Check the box to

acknowledge alarms

Click on

Acknowledge

The selected alarm will

then be transferredand viewed under theHistorytab

Alarms can only beacknowledge bycustomer

Screen shot 12.15 Anti-theft Alarms


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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 theportal

Customer Administrator A type of user that have administrative rights within thecustomer portal.

Customer User This is a type of user that the customer administratorcreates. A user has access to the basic services within theportal

Documents

Volvo Caretrack Manual