VisionLink® Fluid Analysis Support & Resources | Yancey - Yancey Bros. Co.

Fluid Analysis Support & Resources

Welcome to your central hub for Fluid Analysis, powered by S•O•S℠ Services. This page brings together the most important setup guides, how-to documents, and training resources so you can quickly find the help you need—whether you’re just getting started or configuring advanced features.

Getting Started

New to VisionLink? Start here to get access and understand what Fluid Analysis can do for your operation.

Create your VisionLink account and get connected to your fleet.

  • Covers account creation, required information, and first-time login steps.

Learn how Fluid Analysis works inside VisionLink and how it helps you monitor equipment health.

  • Overview of Fluid Analysis powered by S•O•S℠ Services
  • Key benefits like tracking sample progress, viewing results and action on insights

Core Setup & Configuration

These guides help you organize assets, control visibility, and ensure the right people receive the right information.

Organize assets by job site or logical groups to simplify reporting and notifications

  • How to create and manage groups in VisionLink
  • Tips for aligning groups with job sites and workflows

Control which users can see which assets within your organization

  • Explains how asset visibility works
  • How administrators can restrict or grant access by user

Set up alerts so you never miss important fluid sample results

  • Overview of notification setup in VisionLink
  • Where to manage and customize notifications

Get detailed, visual instructions for creating actionable notifications.

  • Step-by-step walkthrough
  • How to:
    • Add a fluid sample notification
    • Choose severity levels (Action Required, Monitor)
    • Select recipients and delivery methods (email, text, in-app)

Training & In-Depth Guides

For users who want a deeper understanding of Fluid Analysis features and workflows.

A comprehensive reference covering end-to-end Fluid Analysis tasks

  • Fluid Analysis overview
  • Registering fluid samples (web and mobile)
  • Tracking samples and interpreting results
  • Adding assets and components
  • Managing components
  • Creating notifications and scheduled reports

This workbook is ideal for administrators, maintenance planners, and power users.

For guided tours, FAQs, and the latest updates, use the VisionLink Help Center from within the application.

If you need further assistance:

  • Contact your Cat® dealer support team
  • Use the VisionLink Help Center for FAQs and guided tours

If you’re:

  • New to VisionLink → Start with Sign Up for VisionLink and the Dealer One Pager
  • Setting up your organization → Review Groups, Asset Visibility, and Notifications
  • Managing fluid samples daily → Use the Fluid Sample Notifications guide and Training Workbook

This page will continue to serve as your single source of truth for how Fluid Analysis works inside VisionLink, along with support and documentation.

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