An introduction to the Texada Condition Monitoring Portal.
Condition Monitoring Portal
The Condition Monitoring (CM) Portal is a workflow tool for Condition Monitoring Analysts (CMAs) to use when aggregating and reviewing machine data. Capturing incoming data from EquipmentLink, including SOS results, fault codes, work order history, service letters, inspections, and other supporting documents, CM Portal creates a comprehensive picture of ongoing machine health in an easy-to-use dashboard where the user can create fleets of equipment to monitor.
Alerts on problem areas can be aggregated, reviewed, and analyzed in a case format on the machine. Once the case has been analyzed, a dealer can create a recommendation in the form of a lead to send to the PSSR or shop.
CM Portal provides visibility to data and a workplace to analyze it, and then tracks the opportunity through to actionable service work order creation, giving CMAs the information they need to measure effectiveness and drive incremental revenue.
Navigating the CM Portal Dashboards
The dashboards in the CM Portal are composed of charts and tables that present different views of alerts, cases, and equipment.
There are two interactive features on the charts that will help you view values more easily:
- Click on a legend item to toggle its visibility on or off. The chart may automatically adjust to best display the visible information.
- Hover over points in a chart to view the exact value of that item at that spot.
The Filters section in the middle of the page empowers you to filter the information on the page by fields, such as Events, Divisions, and Families. The filter options that display depend on the section of CM Portal you are viewing. The page automatically refreshes as you make your selections.
In summary tables:
- Click a column header to sort the table by that column.
- Click the Gear icon
to reload a grid, export grid contents to Excel, save your grid configuration, or reset your grid configuration.
- Click the Eye icon
(next to the Gear icon) to toggle column visibility on and off.
- Click on equipment serial numbers to view detailed information on that piece of equipment. See the EquipmentLink section for more information.
- Click non-zero numbers in grids to view details of all the items that comprise that number.
Alerts in CM Portal fall into one of three statuses, with associated color-coded identifiers:
- NAR – No Action Required (Green)
- MC – Monitor Compartment (Yellow)
- AR – Action Required (Red)
EquipmentLink
EquipmentLink is a serial number-centric view of equipment data, providing the user visibility and access to all logged information pertinent to any piece of equipment for CMAs.
Global Navigation
Log in to CloudLink with your Username and Password, then click the Enter button 
Navigation Bar
At the top of the screen is a navigation bar that can be accessed from anywhere in the application. To hide this navigation bar, click the Arrow icon 
You can connect to other CloudLink software products that the dealership utilizes by clicking on the Equipment and Service links found at the upper left portion of the page.
If you have CMP Admin Access, click the Admin link 
Click the blue Gear icon 
Click the Printer icon 
Use the Search menu and text field to search by keyword within Cases, SOS Results, Electronic Data, Service Letters, or Inspections. Choose an area to search within after typing your search term(s). The areas that display depend on the selection made in the menu.
Use the Equipment Search field to search for specific assets. Click the Recently Viewed button 
Condition Monitoring Tab
Click the hamburger icon 
