Cat Inspect 4.

0
Navigating the mobile application

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Cat Inspect 4.0

Available for download on the Google Play Store

Available for download on the Apple iStore.

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

Tap ‘Yes’ to
associate CWS
with fingerprint
* User can then click
‘Sign in with Touch ID’
moving forward

Login with CWS Login with TouchID * Enables 90 day login vs. 30 day

credentials

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

Tap > Settings

NOTE:
Enter the e-mail of the
individual(s) or shared Tapping and ‘Home’ will bring user back to
inbox to receive a report Inspections Panel
notification.

Tap to add multiple

e-mails. Toggle on if signature is
required for every task
Tap to add contact
from user device. Toggle on to save images
to user’s device
NOTE: All Cat Inspect
settings within the app Tap to change, if
are specific to that required.
device. I.e. settings are
not attached to CWS ID.

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IMPORTANT: Offline Capability

Forms, regardless of who assigns them,

must be downloaded onto the user’s device
PRIOR TO heading to a remote site with no
service. The forms may be under In
Progress, Assigned or Favorites to access.

Once the form(s) are downloaded onto the

device, the technician may perform and
complete the inspection at site, tap Submit
and the form will push through to
completion when connectivity resumes.

Failure to do so prior to heading to a site

with no service will result in the inability to
complete or load a form.

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 Inspections Panel

Three main panels:

• In progress
• Forms that have started but
are incomplete To start an inspection, tap Create
• Assigned Inspection or the ‘+’ symbol
• Forms assigned to user,
either by user or another
assignor
• Submitted
• Forms completed and sent
to web console

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Creating an Inspection

After is clicked > Select Inspection

Type

Equipment
The majority of forms are all housed under this category.

Site
Brings up two Form Types: Contamination Control and Dealer
Retail Experience

SOS
Users can perform SOS inspections

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Equipment Inspection
Search Forms

Select Equipment Inspection Type

Toggle on to display Custom

Forms only

A Note about Searching:

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

E.g. if the form is for a PM service under a specific S/N prefix for a
specific model, search by S/N prefix over product family.

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

search by Product Family under ‘Family-All’.

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

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Equipment Inspection
Search Forms

Searching by either field

will return a list of Form
Types, and tapping into
each Form type will
display a list of forms
associated with that
Family or S/N and Form
Type.

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Equipment Inspection
Setting Favorites

Tapping on the icon will set the form as a favorite

and move it into the Favorites section of the application

• Tap on the form to create the Inspection

• This opens up the form

Note: Favorites allows a user to download a frequently

used inspection form and use it many times, eliminating the
need to download a new form for every inspection

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Equipment Inspection
Form Structure

Form Title

Delete – tap to delete form; displays

on Cat Inspect Web as a deleted form

General info surrounding inspection

Categories – indicates number of tasks

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

Reassign function
(mobile only)

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Equipment Inspection
Customer & Asset Info

Tap into Customer & Asset Info

Users can complete the fields with the following methods:

• Scan a QR Code – quick response code generated
from Cat Inspect Web; user may still be required to
provide inputs
• Scan a CAT PIN – provides only Make, Model and
S/N of a CAT asset
• Tap to pull historical information (see next slide)
• Complete fields without scanning either above options

Tap < to move NOTE: If both QR code and CAT PIN are scanned,
back a screen whichever is scanned last will re-populate the Make,
Model and S/N. Users do not need to scan both.

Tap to move to next section:

General Info Comments

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Equipment Inspection
Customer & Asset Info | Historical

Inspection information is now retained on the

user’s device

This information can be used to repopulate

asset and customer details for future
inspections
• Can be pulled historically independent of
one another

Tap to open up Asset History > select

asset info from user list
NOTE: This same process applies to Customer History.

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Scanning a QR Code

Tap

Align QR code level and centered within frame

• Once scanned, the fields will populate from data in
the code
• User will be prompted to enter SMU hours

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

whichever is scanned last will re-populate the Make,
Model and S/N

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Scanning a CAT PIN

Tap

Align PIN plate level and centered within frame

• Once scanned, the make, model and S/N will
populate
• User will NOT be prompted to enter SMU hours

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

whichever is scanned last will re-populate the Make,
Model and S/N

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Equipment Inspection
Customer & Asset Info

NOTE: 4.0 has auto-save feature

Complete the remaining fields as

required:
• Asset ID – this might not always be
contained in the QR code; AKA
Customer Unit #.
• Location – tap to pull physical
address of where the inspection is
performed
• Customer Name – tap to pull
contacts from device
Tap < to move • Customer Number – CA-XXXXXXX
back a screen if applicable
• Work Order
* Recommended to input MCO Number for Power
Systems, and Work Order Number for Core CSA
Tap to move to next section:
General Info Comments

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Equipment Inspection
General Comments

Tap < to move

back a screen

Select a response
Tap into ‘Add comments’ and NOTE: Any response with a red
type or dictate comments or yellow alert level will require
into field (tap and speak user to enter at least a comment
into phone clearly) or photo(s).

Tap ‘Add Photo’ to add photos

* Recommended, as it provides insight into severity.

Tap to move to previous section Tap to move to next section

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Equipment Inspection
Adding Photos

Tap

Close Tap to open photo

gallery on device

Multiple photos (max. 10)

Up to 5x zoom
Flash settings Flip camera

Shutter button (to take photo)

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Equipment Inspection
Annotating Photos

Once photo(s) has been taken,

tap into photo to annotate

Add Text

Brush

Color selector

Undo

When annotations are done,

tap Save to exit

NOTE: Markups may be moved

around by putting finger on
markup and dragging it to a
location. Once saved, it cannot
be altered.

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Equipment Inspection
Completing Tasks

Tap < to move

back a screen
Question (i.e. Task)

Select a response
NOTE: Any response with a red
Tap into ‘Add comments’ and or yellow alert level will require
type or dictate comments user to enter at least a comment
into field (tap and speak or photo(s).
into phone clearly)

Tap ‘Add Photo’ to add photos

Tap to move to previous section Tap to move to next section

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Equipment Inspection
Reassigning Forms

Tap

Add in comments for

re-assignment

Tap to search list

Select title
* Once selected, signature field displays

Tap Submit
* This will remove the form from user’s
device and into the ‘Assigned’ section of
the Reassigned User’s app.

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Equipment Inspection
Supporting Information
Any supporting information that is not a PDF, now exists at the question level within ‘Additional
Information.’ PDF Help is denoted by a document icon, top right.

PDF – tap to open up Text/Image – tap ‘Additional Information’ to

PDF document open in screen
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Equipment Inspection
Submitting an Inspection

Tap < to move

back a screen
Form information from
Customer & Asset Info section
Tap into ‘Add comments’ and
type or dictate comments
into field (tap and speak
into phone clearly)
Select title
NOTE: Comments entered into * ’Other’ opens up a text field
the General Comments section
will also appear in the Submit Tap to sign
section. * Additional signature fields available

Tap to submit to web console

Submissions will remain on user’s device
under Inspections Submitted for 2 weeks.

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

Search function to locate reports

Toggle on to download form via
severity order
NOTE: Only reports the user has
completed will be available on
that user’s application.
Tapping on any of the available
reports will bring up the PDF report.
User can save onto device or e-mail
as required.

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 Favorites Panel

Displayed list of forms History of forms used

Inspections cannot be removed from
History if they are in process.

Forms set as user favorites

Tap on next to form to remove

from Favorites

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

Tap to scan barcode

* Barcode will display in ‘Sample Number’ field

Tap to select compartment from available list

Tap to select brand from available list

Tap to select weight from available list

NOTE: Barcodes are
distributed by the Fluid Tap to enter
Analysis Lab.

Tap to Add additional compartments

* Compartments are entered individually

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

Header information shows QR code/Cat

PIN data

SOS samples/compartments will be displayed here

Tap to Add additional

compartments
* Compartments are entered
individually

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SOS Inspection | Submit
Once all compartments have been added and completed:

Lab receives pre-registered sample

Tap to Submit
NOTE: If there are any errors with the SOS
barcodes, a message in red will appear in that
compartment category. Follow the instructions in
the alert to resolve.
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 Support

Can change
Button links to direct
recipient e-mail
phone, toll-free
if desired

Tap into ‘Add description’ Device info

and type or dictate captured
comments into field (tap *DO NOT REMOVE*
and speak into phone
clearly)

Add supporting photos

Tap to Submit
* Opens up
Outlook e-
mail

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Resources and Support

Miranda Wensel CAT Inspect Support Additional Information

Technology Application Lead
Performance Solutions

Finning.Com
CAT Inspect Page

catinspectapp@finning.com catinspect@catsupport.com

Dealer Cat Inspect site

M +1.587.594.4852 +1.844.275.8235
CAT.Com/CATInspect

Monday through Friday

8:00 am – 4:30 pm 24 / 7

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