Everything you need to know about EquipmentLink.
Introduction
While EquipmentLink is not a stand-alone feature of CM Portal, it is at the heart of the application. Each time you click on a serial number, you are taken to EquipmentLink. This section gives you access to all of the data that informs the health and history of a piece of equipment.
Condition Monitoring
The EquipmentLink Condition Monitoring page displays equipment health by compartment, outstanding alerts, and event and alert history.
The top of the page displays basic equipment information including serial number, division, family, customer name, alerts, and score. The score is calculated based on the assignments made in the CMP Admin pages, where points are allotted for every event type, compartment, and alert.
Click the Edit icon 
This section also displays the location of alerts by compartment.
The Equipment Timeline displays events and alerts along a graph. You can zoom in or out, move forward or backward, plot only certain events, alerts, or reports, and change the viewable timespan. Click an item in the timeline and it will be highlighted in the table below the timeline.
On the Equipment Timeline, icons display representing the associated event types:
(flask) – Oil Samples
(page) – Inspections
(antenna) – Electronic Data
(envelope) – Service Letters
(empty circle) – OLGA
(tools) – Work Orders
(briefcase) – Cases
(dollar sign) – Leads
Click the tabs below the timeline to filter for desired events. Click the Case tab to display cases in a menu.
The table below the timeline displays the same items shown in the timeline, but in a sortable grid and with more details.
SOS
The SOS section displays all SOS results for the equipment.
Click into specific compartments to view the latest sample results, with interpretations and analysis histories.
Electronic Data
The Electronic Data section displays all electronic data for the equipment. Use the Message Type menu to filter for either messages by type.
Inspections
The Inspections section lists the history of inspections for the equipment. Click an inspection to view the inspection details.
To submit a new inspection, click the New Inspection Form button, and complete all the necessary fields.
Service Letters
The Service Letters section houses all Outstanding, Completed, and Expired service letter for the equipment. Click on a PIP Number to view the service letter details.
OLGA
The OLGA section details any predictions generated by OLGA for the equipment.
Other Sections
The remaining sections of EquipmentLink, shown in the left navigation panel, round out the history and details of the equipment:
- Configuration – Provides detail on the specific configuration of the equipment.
- Current Owner – Provides current owner details, contact information, and sales reps.
- Map – Provides a map view of the location from where the equipment last reported.
- Media – Displays all media files uploaded for the equipment. Also allows you to upload new files.
- Documents – Displays all documents uploaded for the equipment. Also allows you to upload new files.
- Notes – Displays all notes submitted for the equipment. Also allows you to submit new notes.
- Work Orders – Displays all work orders for the equipment, viewable by segment or by invoice.
- Warranty – Displays all warranties and work orders under warranty.
- PM/CSA – Displays all active and complete PM agreements, as well as all work orders under agreements.
- Quotes – Displays the latest sales and rental quotes, as well as the latest parts and services quotes.
- Opportunity – Displays the latest sales and rental opportunities, as well as the latest parts and services opportunities.
- Reservations – Displays the current reservations, as well as waiting list reservations.
- Transaction Register – Displays all transaction registers, separated by machine and attachments.