How to Register Fluid Samples in Web

Follow this article to learn how to register fluid samples in VisionLink. This makes it easy for you to set up and reuse frequently sampled component sets for assets, associate your assets’ components with dealer provided
sample bottle numbers, and track your samples as they progress through the lab. This process can save time and reduce the risk of submitting unidentifiable samples.

Step 1: Select Health > Fluid Analysis powered by SOS Services 

Step 2: Select Register Sample 

Step 3: Search for your Asset or Component 

Use the smart search functionality in the Select Components page to search for your asset or component. 

Step 4: Select components and asset samples to be Registered

Select check boxes for all asset/components whose samples you want to register (max 20). Use Create Set function to save time when taking samples frequently from these components. 

Step 5: Save Set 

Create a new set, name the set, and select Save set.

Step 6: Add Sample Details 

In the Add Sample Details page, the first asset in the component set is selected for you.

Step 7: Configure Component Information 

The Component Information toggle labeled I have a dealer provided sample bottle number is on by default.
If your dealer did not provide sample bottle numbers, turn it off and select your dealer from the drop-down
menu – VisionLink will generate the sample numbers.
 

Enter the sample numbers for each component. Use the Expand All option to save time.
 

Provide as much detail as possible for each component (e.g., fluid change, filter change, fluid brand) to
improve the quality of the sample interpretation.
 

If you set the priority to Urgent, you must enter notes explaining the urgency.

Step 8: Submit Asset 

After entering all the component information for the selected asset, select Go to next asset (if applicable)
and complete the Select Components and Add Sample Details fields. 

Then select Next. A Submit Samples confirmation message is shown. Select Submit Samples. Select Close.