service report - training.pdf

8/10/2019 Service Report - Training.pdf

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STW Service Report 2010A


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1. Some technicians will be required to enter all the information into theService Report

2. Some technicians will receive a Service Report partially completed,enter their required areas, and then someone else will finish it

3. Some people other than technicians will record information into the

Service Report.4. Some dealers will upload information to DBS

5. Some dealers will use Service Report as a standalone application

6. There are many scenarios this document will not address thespecific scenario, but rather the functionality within the Service

Report itself.7. An understanding of what belongs in a Service Report is implied.

STW Service ReportAssumptions


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Ways to Start Service Report

NOTE: A Service Report can also

be opened or started from SIS,Cat ET or TA when sendingparts to service report. The partscan be sent to a brand new report,and then opened.

Service Report Icon

on Desktop

STW Launchpad

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Whats New for 2010A

Windows 7 support

Service Report: horizontal scroll barwhen applicable

Service Report: retains originallaunched position and size

Upload Utility: download of parts from

DBS segment information Updated training material

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Windows 7

Tested Supported

32 & 64 bit

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Horizontal Scroll Bar

Scroll Bar

New!

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Original PositionOn re-open of

Service Report Same size

Windows

Same sectionsopen

Same locationon screen

New!

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Upload Utility New!

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Training Material

Updated for 2010A release of STW

Located on the STW Installation CD inthe folder named Training

Locate on the website:https://dealersystems.cat.com/cda/layout?m=316515&x=7

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What Was New in 2009A

Default Segment #added to Preferences

In-Promise-Out Dates

Delivery Date

Spell Check

Windows Settings used

Improved Search Tool

Improved Data Logging

Serial Number, WorkOrder, Employee IDintegrated from DBS orSIS

Signature field added inPDF

Employee ID & DealerCode added toPreferences

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Segments

Default Segment # added to Preferences

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In-Promise-Out DatesDates are blank

until checkedand completed.

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Technician canspell check onesegment at a time

Spell Check Delivery Date

Provides optionto not specify adate

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Windows Settings Used

Set in one place only the Control Panel

before

now

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Improved Searching

Find searches whole

field for Peo in

Equipment Location(previously only lookedat beginning of field).

then

now

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Improved Data Logging

1. Ability to log more entries2. Faster logging

3. Text files created

4. Smaller files to mail in

5. More information logged

6. Circular log files (max size, purge)

IT benefit

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Header Information from SISSerial Number, Work Order,Employee ID integrated from

SIS

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Signature Block in PDF

Employee ID & Dealer Codein Preferences

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Screen

Menus Segments

Report Sections

Integration

Customization

Toolbar

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Segments/Operations

Segments pane shows all segmentsand operations

Click on name to switch betweensegments or operations

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Segments/Operations

AddClick Add SegmentClick Add Operation

Rename

Select segment/operationClick Rename

DeleteSelect segment/operationClick DeleteReceive/confirm message

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Create/Open Service Report

Service Report creates a NEW report when using icon

Service Report can OPEN an existing report

Use Folder icon or File -> Open or Ctrl O

Navigate to report storage location (hard drive, thumb drive,network drive)

Locate file name

Click Open

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Default Screen on Service Report Startup

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Sections when collapsed

Each section can be opened independently by clicking onthe name of Section or the arrow.

All sections can be opened by Expand All Sections tool,from View Menu, or Ctrl E

All sections can be collapsed by Collapse All Sections tool,

from View Menu, or Ctrl L Top


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Complete Service Report Navigating

Tab from field to field in each section

Tab from section to section Collapse all sections Tool, Menu or Ctrl key

Expand all sections

Expand/collapse single section

Entering Text

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Parts of the Screen

Menus

Tool Bar

Segment Pane

Segment open

Shortcut to Add Segment Shortcut to Add Operation

Rename selected / open Segment

Delete selected / open Segment

Model, Work Order and Serial Number Input by user in Report Header Information

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Menus File

New, Open, Save

Export, Print, Send, Search, Exit

Edit Language Template

Spell Check, Add Attachment

View Expand/Collapse Sections

Service Report/Customer Report Preferences

Help

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Toolbar

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Create a New Report

Open Existing Report

Save the Report

Export Report as PDF

Print Report

Send Report by Email as PDF

Send Report by Email

Expand all Sections

Collapse all Sections

Spell Check

Spell Check current segment/operation

Open Language Template Dialogue

Attach a File

Exit Service Report

Help

Toolbar

TopFlyover text


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Segments

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Segment Number and Segment Name can be given default value

in Preferences Segment Number and Segment Name can be renamed in

Segment panel


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Sections

Each section can be openedindependently by clicking on the name

of Section or the arrow. All sections can be opened by ExpandAll Sections tool, from View Menu, orCtrl E

All sections can be collapsed by

Collapse All Sections tool, from ViewMenu, or Ctrl L

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Sections

Each section can be opened singly by clicking on thename of Section or the arrow.

All sections can be opened by Expand All Sectionstool, from View Menu, or Ctrl E All sections can be collapsed by Collapse All

Sections tool, from View Menu, or Ctrl L

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Integratefrom other applications

Cat ET Reports

Technical Analysis Reports SIS Parts Lists

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Application Data

Application Data Section is the receiving bin for reports from Cat

ET and TA. The send to service report action is initiated from the sending

application.

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Application Data TA Integration

Sending report from TA -

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Application Data TA Integration

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Must select whichapplication toview, if more than

one is displayed.


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Parts from SIS to Service Report

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Send Parts List from SIS to Service Report(Use with Parts Causing Failure)

Requires setup in Service Report Preferences and SIS Preferencesbefore transferring


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Parts from SIS to Service Report

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Three options exist

when selecting service

report on transfer

1. Use a currently

open servicereport

2. Use a previously-saved (closed)report

3. Create a newreport


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Service Report with SIS Parts List

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Customization / Preferences

Dealer Logo Charge Codes

Job/Component

Codes Labor Codes

Customer Report

Import HeaderInfo from SIS

Show/HideReport Sections

Default Empl ID

Default ExportLocation

Default Save

Location Default Segment

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Dealer Logo

The Dealers logo can be applied to the Service Report

Size of logo should not exceed 101 x 22 pixels

Save the image as dealer.jpg

The .jpg file belongs in the following location:

For XP:C:\Documents and Settings\All Users\ApplicationData\Caterpillar\Service Report\Themes\Logos

For VISTA and Windows 7:

C:\ProgramData\Caterpillar\Service Report\Themes\Logos

Logo will show on printed report and in exported PDF

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Codes Charge

Used in Misc Costs and Mileage sections

Labor

Used in Labor section

Charge and Labor Codes

Maintained in Preferences

View -> Preferences -> Labor/Charge Codes tab

To add or remove, reference HELP files Job/Component

Used in Segment/Operation sections

Maintained in Preferences

View -> Preferences -> Job/Component Codes tab

To add or remove, reference HELP files

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Codes

Code Used in

Maintained in

View ->

Preferences ->

Charge Misc. Costs & Mileage

Labor/Chage

Codes Tab

Labor Labor Section

Labor/Chage

Codes Tab

Job/Component Segment/Operations Job ComponentsTab

To add orremove,

reference

HELP file

Downloaded from

DBSReturn


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Customer or Service Report

Customer Report is intended for sharing with customers, and

normally shows less information than the standard Service Report.

Switch between Service Report and Customer Report through theView Menu

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Customer Report

Customize the title of the Customer Report:

1. Select View > Preferences from the menu.

2. Click on the Preferences tab.

3. Edit the title in the Customer Report Title field.

4. Click OK to save your changes.

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Customer Report Sections To select appropriate sections for Customer Report, go to

View -> Preferences -> Display/Print Options

Selections apply to Service Report Display and Print also

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Import Header Info from SIS View -> Preferences -> Preferences

Check to Import header data from SIS include SIS

From SIS

To Service Report

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Report LocationsExported and Saved Reports

Export/Save to Default Location after set

Read detailed instructions in Help

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Default PreferencesEmployee ID Dealer Code

Segment Number / Name

View -> Preferences ->

Preferences tab Read detailed

instructions in Help

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Language Template

View -> Preferences -> Preferences tab

Allows for altering Service Report titles

Find detailed instructions in HELP

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Language template editor Allows a dealership to use Service Report in a

language not provided by Caterpillar, or tocustomize the text to meet local needs. Change any text that appears on printed report,

using the language template editor. Choose Edit -> Language Template

Refer to HELP for detailed instructions.

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Save/Print/Export/Send Service Report

Save/export as PDF

Print Report

Send report by Email

Send as PDF to Email

From the File Menu or Tool Bar

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Save/Export as PDF

1. Choose from the Tool Bar or

File Menu -> Export as PDF

2. Choose location and/or file name

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Print Report

Choose from the Tool Bar or File Menu -> Print

Print Preview functions as in other Windowsprograms

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Send Report by Email

Choose from the Tool Bar or

File Menu -> Send to -> Mail Recipient as Report

Email limited toOutlook or LotusNotes (client-based)

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Send as PDF by Email

Sample of PDF attachment

Email limited toOutlook or LotusNotes (client-based)


File Menu -> Send to -> Mail Recipient as PDF

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Locked Service Report

Avoid this message by saving report and exiting

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Why Unlock?For shops using Shared Computers Prevents next PC user from closing an open report

without saving

Prevents inadvertent change of information inService Report

Allows completed report to be unlocked anduploaded to DBS

Allows another person access to same Service

Report from another PC (if saved on network drive)

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Unlock Process Technician Opens/Saves Service Report

Service Report now in LOCKED state

Nobody else can edit in this state

Service Report cannot be uploaded in this state

Technician Saves/Closes Service Report

Service Report now in UNLOCKED state

Anybody can edit in this state

Service Report can be uploaded in this state

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Locked Service Report

Unlocked Service Report

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Spell Check


Edit Menu -> Spell Check

Detailed instructions in Help

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Edit Menu -> Spell Check Current Segment



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AttachmentsDigital Images or Files

Choose from the Tool Bar or Edit Menu -> Add Attachment

File Attachments Section - ADD


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Close Service Report

Save as with other Windows products

File Menu, Ctrl S or Diskette on Toolbar

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Additional InformationContact the ADMS (Accenture Dealer Management Services) HelpDesk for Software Help or Training Requests

[email protected]: 800-765-0999 or 309-675-4000

Fax: 309-674-4080

Hours: 6:00 am 6:00 pm Monday through Friday(North American Central Time)

Training Material

https://dealersystems.cat.com/cda/layout?m=316515&x=7

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