DISC 5474004 - Caterpillar

Initial Setup
The Caterpillar dealer administrator:
Log in to "Dealer Services Portal".
Illustration 1 g03823699
Select "My Worklist" tab. Refer to Illustration 1.
Search for the specific asset in the "Search" box, or select the "Number of Assets" link associated with the appropriate "Work List" queue reason.
After successfully finding and confirming proper customer ownership for the asset for which services are to be assigned, select the desired application. View the equipment in VisionLink. Select the level of service the dealer or customer desires.
When assigning a level of service to an OEM:
Verify that the information is correct in the "Equipment Data" section and take note of the "Make Code" section.
In the "Dealer Services Portal", verify the "Asset Type" (which is an edit-able field on the yellow ribbon) is the same as the "Make Code" in the "Equipment Data" section.The "Make Code" and the "Asset Type" need to be the same. If the "Asset Type" is not the same, simply edit the "Asset Type" and then click the "Sync" button. Once the "Make Code" and the "Asset Type" are the same, the service level can be chosen. When the service level is chosen, the asset will show in VisionLink.