Learning Path: Equipment Managers

Your role

You oversee the fleet. You track costs, monitor PM compliance, analyze utilization, and make repair-vs-replace decisions. This path takes about 90 minutes.

Start here

1. First-Time Login Guide – Set up your account
2. Navigating the CLUE Dashboard – Customize your home screen widgets
3. Customizable Dashboard Widgets – Build your personal KPI view
4. Managing Your Asset Directory – Find, filter, and organize your fleet
5. Equipment Classification – Set up categories, types, and product classes
6. Creating a New PM Plan – Build PM schedules for your fleet
7. Setting PM Intervals – Configure triggers by hours, miles, or calendar
8. PM Cascading Hierarchies – Combine services into single work orders
9. Fleet Financials: Fleet Overview – See cost trends across your fleet
10. Fleet Financials: Asset-Level Analysis and Sweet Spot – Repair vs. replace decisions
11. Running the Utilization Report – Find underused and overworked assets
12. Fuel Reports and Analytics – Track consumption, idle cost, and efficiency

When you need it

• Warranty and Certificate Tracking – Track coverage across the fleet
• Asset Reliability Report – Compare MTBF across asset classes
• Managing the Component Catalog – Track engines, transmissions as independent assets
• Creating Scheduled Reports – Automate weekly reports to your inbox
• Equipment Archiving and Deactivation – Retire assets while preserving history
• Fault Code Rules Engine – Automate responses to telematics alerts