STW Service Report 2009A

STW Service Report

Assumptions
1. Some technicians will be required to enter all the information into the
Service 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 the
specific scenario, but rather the functionality within the Service
Report itself.
7. An understanding of what belongs in a Service Report is implied.
 STW Service Report
How to …
1. Start the Service Report
2. Know what’s new since previous release
3. Create/Open a Service Report
4. Complete a Service Report
5. Save/Print/Export/Send a Service Report
6. Close a Service Report
7. Use other Features
8. Integrate from SIS, Cat ET or TA
9. 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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 What’s New for 2009A
• Default Segment # • Serial Number, Work
added to Preferences Order, Employee ID
• In-Promise-Out Dates integrated from DBS or
SIS
• Delivery Date
• Signature field added in
• Spell Check PDF
• Windows Settings used • Employee ID & Dealer
• Improved Search Tool Code added to
• Improved Data Logging 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 Delivery Date

Technician can Provides option

spell check one to not specify a
segment at a time date

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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

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

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 Improved Data Logging
1. Ability to log more entries IT benefit
2. Faster logging
3. Text files created
4. Smaller files to mail in
5. More information logged
6. 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 Top
 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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 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
Toolbar

new

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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

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 Segments

new

• 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., 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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 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. NEW

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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 previously-
saved (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 • Show/Hide
• Charge Codes Report Sections
• Job/Component • Default Empl ID
Codes • Default Export
• Labor Codes Location
• Customer Report • Default Save
• Import Header Location
Info from SIS • Default Segment
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 Dealer Logo
• The Dealer’s 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:
C:\ProgramData\Caterpillar\Service Report\Themes\Logos
• Logo will show on printed report and in exported PDF

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 Codes
Maintained in
View ->
Code … Used in … Preferences ->
Labor/Chage
Charge Misc. Costs & Mileage Codes Tab
To add or
Labor/Chage
remove,
Labor Labor Section Codes Tab
reference
HELP file
Job Components
Job/Component Segment/Operations Tab

Downloaded from
DBS
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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. 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 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 (client-
based)

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

Email limited to
Outlook or Lotus
Notes (client-
based)
Sample of PDF attachment
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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 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)
 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
Locked Service Report

Unlocked Service Report

 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 STW Help Desk for Software Help or Training
Requests
DDS_Support_Center @cat.com
DDS Support Center (Lotus Notes)
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)
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