Service Report - Training

STW Service Report 2009A

STW Service ReportAssumptionsSome technicians will be required to enter all the information into the Service ReportSome technicians will receive a Service Report partially completed, enter their required areas, and then someone else will finish itSome people other than technicians will record information into the Service Report.Some dealers will upload information to DBSSome dealers will use Service Report as a standalone applicationThere are many scenarios this document will not address the specific scenario, but rather the functionality within the Service Report itself.An understanding of what belongs in a Service Report is implied.

STW Service ReportHow to Start the Service ReportKnow whats new since previous releaseCreate/Open a Service ReportComplete a Service ReportSave/Print/Export/Send a Service ReportClose a Service Report Use other FeaturesIntegrate from SIS, Cat ET or TACustomize the Service Report

Ways to Start Service ReportNOTE: A Service Report can also be opened or started from SIS, Cat ET or TA when sending parts to service report. The parts can be sent to a brand new report, and then opened.Service Report Icon on DesktopSTW LaunchpadTop

Whats New for 2009ADefault Segment # added to PreferencesIn-Promise-Out DatesDelivery DateSpell CheckWindows Settings usedImproved Search ToolImproved Data Logging

Serial Number, Work Order, Employee ID integrated from DBS or SISSignature field added in PDFEmployee ID & Dealer Code added to Preferences

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Segments

Default Segment # added to PreferencesTop

In-Promise-Out Dates

Dates are blankuntil checked and completed.Top

Spell Check

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Windows Settings Used

Set in one place only the Control PanelbeforenowTop

Improved Searching

Find searches whole field for Peo in Equipment Location (previously only looked at beginning of field).thennowTop

Improved Data LoggingAbility to log more entriesFaster loggingText files createdSmaller files to mail inMore information loggedCircular log files (max size, purge)Top

Header Information from SIS

Serial Number, Work Order, Employee ID integrated from SISTop

Signature Block in PDF

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ScreenMenusSegmentsReport SectionsIntegrationCustomization

Toolbar

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Segments/OperationsSegments pane shows all segments and operationsClick on name to switch between segments or operationsTop

Segments/OperationsAddClick Add SegmentClick Add OperationRenameSelect segment/operationClick Rename DeleteSelect segment/operationClick Delete Receive/confirm messageTop

Create/Open Service ReportService Report creates a NEW report when using iconService Report can OPEN an existing reportUse Folder icon or File -> Open or Ctrl ONavigate to report storage location (hard drive, thumb drive, network drive)Locate file nameClick OpenTop

Default Screen on Service Report Startup

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Sections when collapsed

Each section can be opened independently by clicking on the 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

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Complete Service ReportNavigatingTab from field to field in each sectionTab from section to sectionCollapse all sections Tool, Menu or Ctrl keyExpand all sectionsExpand/collapse single section

Entering Text

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Parts of the ScreenMenusTool BarSegment PaneSegment openShortcut to Add SegmentShortcut to Add OperationRename selected / open SegmentDelete selected / open SegmentModel, Work Order and Serial Number Input by user in Report Header InformationTop

MenusFileNew, Open, SaveExport, Print, Send, Search, ExitEditLanguage TemplateSpell Check, Add AttachmentViewExpand/Collapse SectionsService Report/Customer ReportPreferencesHelp

Toolbar

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Create a New ReportOpen Existing ReportSave the ReportExport Report as PDFPrint ReportSend Report by Email as PDFSend Report by EmailExpand all SectionsCollapse all SectionsSpell CheckSpell Check current segment/operationOpen Language Template DialogueAttach a FileExit Service ReportHelpToolbarTopFlyover text

Segments

newTopSegment Number and Segment Name can be given default value in PreferencesSegment Number and Segment Name can be renamed in Segment panel

Header Information

Entering Work Order, Model and Serial Number in the Report Header Section, displays that information to the top of the report once the cursor is established in another fieldSaved Service Report name is WO number and the date; i.e., 1-22-09 Trng_01_22_09.stw

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Sections

Each section can be opened independently by clicking on the 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

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SectionsEach section can be opened singly by clicking on the 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

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Integratefrom other applicationsCat ET ReportsTechnical Analysis Reports SIS Parts Lists

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Application DataApplication 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 Cat ET IntegrationExample: In Cat ET, create a Warranty Report, click SEND TO Service Report. Options now include:Sending to an Open Service Report; Sending to a previously saved report, or Creating a New Report.

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Application Data TA IntegrationSending report from TA - Top

Application Data TA IntegrationTopMust select which application to view, if more than one is displayed.

Parts from SIS to Service ReportTop Send Parts List from SIS to Service Report

(Use with Parts Causing Failure) Requires setup in Service Report Preferences and SIS Preferences before transferring

Parts from SIS to Service ReportTopThree options exist when selecting service report on transferUse a currently open service reportUse a previously-saved (closed) reportCreate a new report

Service Report with SIS Parts ListTop

Customization / PreferencesDealer LogoCharge CodesJob/Component CodesLabor CodesCustomer ReportImport Header Info from SIS

Show/Hide Report Sections Default Empl IDDefault Export LocationDefault Save LocationDefault Segment

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Dealer LogoThe Dealers logo can be applied to the Service ReportSize of logo should not exceed 101 x 22 pixelsSave the image as dealer.jpgThe .jpg file belongs in the following location:

For XP:C:\Documents and Settings\All Users\Application Data\Caterpillar\Service Report\Themes\LogosFor VISTA:C:\ProgramData\Caterpillar\Service Report\Themes\LogosLogo will show on printed report and in exported PDF

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CodesCharge Used in Misc Costs and Mileage sectionsLaborUsed in Labor sectionCharge and Labor CodesMaintained in Preferences View -> Preferences -> Labor/Charge Codes tabTo add or remove, reference HELP filesJob/Component Used in Segment/Operation sectionsMaintained in Preferences View -> Preferences -> Job/Component Codes tabTo add or remove, reference HELP files

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Codes

Downloaded from DBSReturn

Sheet1

Code Used in Maintained in View -> Preferences ->

ChargeMisc. Costs & MileageLabor/Chage Codes TabTo add or remove, reference HELP file

LaborLabor SectionLabor/Chage Codes Tab

Job/ComponentSegment/OperationsJob Components Tab

Customer or Service ReportCustomer 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 the View Menu

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Customer ReportCustomize the title of the Customer Report:Select View > Preferences from the menu.Click on the Preferences tab.Edit the title in the Customer Report Title field.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 SISView -> Preferences -> PreferencesCheck to Import header data from SIS include SIS

From SISTo Service ReportReturn

Report LocationsExported and Saved ReportsExport/Save to Default Location after setRead detailed instructions in Help

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Default PreferencesEmployee ID Dealer Code Segment Number / NameView -> Preferences -> Preferences tabRead detailed instructions in Help

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Language TemplateView -> Preferences -> Preferences tabAllows for altering Service Report titlesFind detailed instructions in HELP

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Language template editorAllows a dealership to use Service Report in a language not provided by Caterpillar, or to customize the text to meet local needs. Change any text that appears on printed report, using the language template editor.Choose Edit -> Language TemplateRefer to HELP for detailed instructions.

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Save/Print/Export/Send Service ReportSave/export as PDFPrint ReportSend report by EmailSend as PDF to EmailFrom the File Menu or Tool BarTop

Save/Export as PDFChoose from the Tool Bar or

File Menu -> Export as PDFChoose location and/or file name

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Print ReportChoose from the Tool Bar or File Menu -> Print Print Preview functions as in other Windows programs

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Send Report by EmailChoose from the Tool Bar or File Menu -> Send to -> Mail Recipient as ReportEmail limited to Outlook or Lotus Notes (client-based)Return

Send as PDF by EmailSample of PDF attachment Email limited to Outlook or Lotus Notes (client-based)Choose from the Tool Bar or File Menu -> Send to -> Mail Recipient as PDFReturn

Locked Service ReportAvoid this message by saving report and exiting

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Why Unlock? For shops using Shared ComputersPrevents next PC user from closing an open report without savingPrevents inadvertent change of information in Service ReportAllows completed report to be unlocked and uploaded to DBSAllows another person access to same Service Report from another PC (if saved on network drive)

Unlock ProcessTechnician Opens/Saves Service ReportService Report now in LOCKED stateNobody else can edit in this stateService Report cannot be uploaded in this stateTechnician Saves/Closes Service ReportService Report now in UNLOCKED stateAnybody can edit in this stateService Report can be uploaded in this state

Locked Service ReportUnlocked Service Report

Spell CheckChoose from the Tool Bar or

Edit Menu -> Spell CheckDetailed instructions in Help

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Edit Menu -> Spell Check Current SegmentDetailed instructions in Help

AttachmentsDigital Images or FilesChoose from the Tool Bar or Edit Menu -> Add AttachmentFile Attachments Section - ADDDetailed instructions in Help

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Close Service ReportSave as with other Windows productsFile Menu, Ctrl S or Diskette on Toolbar Top

Additional InformationContact the STW Help Desk for Software Help or Training RequestsDDS_Support_Center @cat.comDDS Support Center (Lotus Notes)Voice:800-765-0999 or 309-675-4000Fax:309-674-4080Hours:6:00 am 6:00 pm Monday through Friday (North American Central Time)Top