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STW Service Report 2010A

STW Service Report


Assumptions
1.
2.
3.
4.
5.
6.

7.

Some technicians will be required to enter all the information into the
Service Report
Some technicians will receive a Service Report partially completed,
enter their required areas, and then someone else will finish it
Some people other than technicians will record information into the
Service Report.
Some dealers will upload information to DBS
Some dealers will use Service Report as a standalone application
There 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 Report


How to
1.
2.
3.
4.
5.
6.
7.
8.
9.

Start the Service Report


Know whats new since previous release
Create/Open a Service Report
Complete a Service Report
Save/Print/Export/Send a Service Report
Close a Service Report
Use other Features
Integrate from SIS, Cat ET or TA
Customize the Service Report

Ways to Start Service Report


Service Report Icon
on Desktop
STW Launchpad

NOTE: 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.
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Whats New for 2010A


Windows 7 support
Service Report: horizontal scroll bar
when applicable
Service Report: retains original
launched 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


New!

Scroll Bar

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Original Position

New!

On re-open of
Service Report
Same size
Windows
Same sections
open
Same location
on screen

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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 in
the 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, Work


Order, Employee ID
integrated from DBS or
SIS
Signature field added in
PDF
Employee ID & Dealer
Code added to
Preferences

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Segments
Default Segment # added to Preferences

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In-Promise-Out Dates
Dates are blank
until checked
and completed.

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Spell Check

Technician can
spell check one
segment at a time

Delivery Date

Provides option
to not specify a
date

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Windows Settings Used


Set in one place only
the Control Panel

before

now
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Improved Searching

then

Find searches whole


field for Peo in
Equipment Location
(previously only looked
at beginning of field).

now

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Improved Data Logging


1.
2.
3.
4.
5.
6.

IT benefit
Ability to log more entries
Faster logging
Text files created
Smaller files to mail in
More information logged
Circular log files (max size, purge)

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Header Information from SIS


Serial Number, Work Order,
Employee ID integrated from
SIS

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Signature Block in PDF

Employee ID & Dealer Code


in Preferences

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Screen

Menus
Segments
Report Sections
Integration
Customization

Toolbar
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Segments/Operations
Segments pane shows all segments
and operations

Click on name to switch between


segments or operations

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Segments/Operations
Add
Click Add Segment
Click Add Operation
Rename
Select segment/operation
Click Rename
Delete
Select segment/operation
Click Delete
Receive/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 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 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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Toolbar

Collapse all Sections

Expand all Sections

Send Report by Email


Send Report by Email as PDF

Help

Print Report

Exit Service Report

Export Report as PDF

Attach a File

Save the Report

Open Language Template Dialogue

Open Existing Report

Spell Check current segment/operation

Create a New Report

Spell Check

Flyover text

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Segments

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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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 field
Saved Service Report name is WO number and the date; i.e., 122-09 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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Sections

Each 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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Integrate
from 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 Cat ET Integration


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

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Application Data TA Integration


Sending report from TA -

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Application Data TA Integration


Must select which
application to
view, if more than
one is displayed.

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Parts from SIS to Service Report


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

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Parts from SIS to Service Report


Three options exist
when selecting service
report on transfer
1. Use a currently
open service
report
2. Use a previouslysaved (closed)
report
3. Create a new
report

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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 Header
Info from SIS

Show/Hide
Report Sections
Default Empl ID
Default Export
Location
Default Save
Location
Default Segment
Return

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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\Application
Data\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
Charge
Labor

Maintained in
View ->
Used in
Preferences ->
Labor/Chage
Misc. Costs & Mileage Codes Tab
Labor/Chage
Labor Section
Codes Tab

Job/Component Segment/Operations
Downloaded from
DBS

Job Components
Tab

To add or
remove,
reference
HELP file

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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 the
View Menu

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Customer Report
Customize the title of the Customer Report:
1.
2.
3.
4.

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.

Return

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 Locations
Exported and Saved Reports
Export/Save to Default Location after set
Read detailed instructions in Help

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Default Preferences
Employee 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 to
customize 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


From the File Menu or Tool Bar

Save/export as PDF

Print Report

Send report by Email

Send as PDF to Email

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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 Windows
programs

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Send Report by Email


Choose from the Tool Bar or
File Menu -> Send to -> Mail Recipient as Report

Email limited to
Outlook or Lotus
Notes (clientbased)
Return

Send as PDF by Email


Choose from the Tool Bar or
File Menu -> Send to -> Mail Recipient as PDF

Sample of PDF attachment

Email limited to
Outlook or Lotus
Notes (clientbased)
Return

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 in
Service Report
Allows completed report to be unlocked and
uploaded 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
Choose from the Tool Bar or
Edit Menu -> Spell Check
Detailed instructions in Help

Choose from the Tool Bar or


Edit Menu -> Spell Check Current Segment
Detailed instructions in Help
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Attachments
Digital Images or Files
Choose from the Tool Bar or Edit Menu -> Add Attachment
File Attachments Section - ADD
Detailed instructions in Help

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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 Information
Contact the ADMS (Accenture Dealer Management Services) Help
Desk for Software Help or Training Requests
Support.ADMS@Accenture.com
Voice: 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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