docslide.us stw basics 2006a
TRANSCRIPT
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Instruc
tionsWithin Microsoft PowerPoint Slide Show, a left
mouse click or ‘Page Down’ key advances thepresentation.
The appears when the animation on the current
slide is complete and may also be clicked to advance
the presentation.
A left mouse click on displays the previous page
Speaker notes are available for some pages
To view this presentation :
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Service Technician WorkbenchThe August 2005 to current date Flash File searchDVD’S contains all SIS and STW training
information. Refer to the Training folder.
Basics2005B
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Table of Contents Introduction
Software Licensing Startup
Flash File Search
Service Report
SIMS DBS Upload Utility
BookmarksFeedback
Summary
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What is STW?SIS, Cat ET, Data View, CBT, TA1 & TA2Flash Files
The Service
Technician
Workbench isan integrated
package of
software tools,
designed to
assist theCaterpillar
Service
Technician
during themachine repair
process.
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Workbench Features
ServiceInformation
System
ServiceInformation
SystemComponent Based
Troubleshooting
Component Based
Troubleshooting
ElectronicTechnician
Electronic
Technician
DataViewDataView
Service Technician Workbench
Flash
File
Search
FlashFile
Search
Service
Report
Service
Report
Consolidated Package
Distribution & Installation
Common Look & Feel
Single Sign-on
Single Support Source
Integrated Applications
Generate Service Report
Increase Productivity
Send Feedback to Cat
Invoiced Only for Applications
Subscribed (SIS and/or ET)
Technical
Analysis
I & II
Technical
Analysis
I & II
DataTechnicianDataTechnician
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Caterpillar SISParts & Technical Service InformationParts & Technical Service Information
All SIS access methods areavailable to STW Apps
SIS Web
SIS DVD Data Library
Network SIS
All SIS access methods are
internet browser based.
Parts Manuals Service Manuals
Schematics
Tooling
Periodicals
Service Magazines
Engine News
Additional Information Typesand various ways of searching
information
• Search and view service information• Create parts lists and integrate with DBS
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Caterpillar ETPrograms and Reads Information from DatalinkPrograms and Reads Information from Datalink Support for all Caterpillar
Electronic Control Modules
(ECM)
Diagnostic Codes
Electronic Warranty Reports
for ADEM II, ADEM III &
ADEM IV ECM’S
Event Codes
Real-time Status Parameters
Calibrations
ECM Configuration
• Monitor and program ECMs
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Flash File SearchLocates Latest ECM Flash FilesLocates Latest ECM Flash Files Locates by Serial Number or
Locates by Flash File Number
Links to WinFlash
• Remote access to ECM flash files
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Component Based TroubleshootingService Support Tool to Troubleshoot Cat EquipmentService Support Tool to Troubleshoot Cat Equipment Troubleshoot Engine and
Machine symptoms Technician identifies the
symptom.
Service information relevant to
the the symptom is provided.
Links to Diagnostic Code
Technician uses informationavailable to identify problem.
Available in SIS Web and
through STW.
• Troubleshoot systems and diagnostic codes
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Technical Analysis I & IICaterpillar Inspection SoftwareCaterpillar Inspection Software Designed to increase machine
and engine productivity Identify potential problems
before they occur.
Schedule repair when it is most
effective for owner.
Quick visual inspection (TA I).
Detailed in depth inspection (Ta
II) Technical Tips
Reports
HTML type file can be shared Search tool for previous reports
Can be added to STW service
report
• Perform Visual and in depth machine inspections
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Service ReportSupport Tool to Document Equipment ServiceSupport Tool to Document Equipment Service Open Saved Service Reports
in STW
Track SIS Parts Processed
Capture Cat ET Code Reads
Share Report Files
Upload Labor to DBS
Attach Digital Photo’s
Typing Is Minimized
Spell Checker
Upload Data To SIMS/DBS
Multiple Segments
Dealer & Customer Copies
• Automates service reporting
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STW Licensing• Licensing is not required to use – DataView
– Flash File Search
– STW Service Report and Bookmarks – Technical Analysis
• Licensing is required to use
– Service Information System (SIS subscription required)
– Component Based Troubleshooting – Electronic Technician (ET subscription required)
– Feedback
• ET license automatically transfers when STW is installed on a computer
with an existing licensed copy of ET
• License on the Web at https://on-linelicensing.cat.com
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License Prompt
If STW has not been licensed, it will
display this message during start-up.
Clicking OK will open
the licensing window.
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License Window
The License windowdisplays information that will
be needed in addition to the
computer’s serial number.
A ‘license key’ will be given
to be entered into theLicense Key text box to
activate all features of STW.
Use the web
at anytime!
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Service Technician Workbench
STARTUP
Table of Contents
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User Admin
Once the Caterpi llar Service Technician
Workbench has been installed, locate the
Workbench User Administration icon onthe PC’s desktop and double click on it.
Complete the Dealer Information section;
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Adding a User
Complete the Dealer Information section;
this information is automatically included with
Service Reports and also with Feedback.
To add users, enter User ID and employee information, thenclick Add; a User Password prompt will need to be set.
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Start STW
To start the Caterpi llar Service
Technician Workbench, locate
the program icon on the desktop
and double click on it.
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STW LoginThe Service Technician Workbench - Loginwindow displays. This is the window used to providea single sign-on for all Workbench applications.
Serial number arrangement and work order number may be entered into the
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Product ID
Serial number, arrangement, and work order number may be entered into the
Product Identification window. The Prefix/Serial Number determines which
applications are displayed on the Launch Pad. This window populates Current
Session information, Service Report header and Feedback information.
A serial number prefix, or full serial number, must be
entered to use CBT, TA I & II, Challenger Technician,
M300 Technician or to troubleshoot diagnostic codes
using Electronic Technician.
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Models Selection
The Model Selection window displays. This window is used to locate
model and S/N. Select a Family, then select a Model’s serial number.
Click OK to populate the S/N prefix or Cancel to close.
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Enter S/N
Enter a 9TZ S/N Prefix and a Work Order number
into the fields provided and then click OK.
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Home Page (1)
The Status Bar displays the serial number,model and status of the current application.
The Launch Paddisplays only the
application icons
that are installed,
licensed and are
valid for the serial
number entered.
The STW Home
icon returns to
this Home page
from any STW
application.
The Current Session information block
reflects the information entered in the
Product Identification window.
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Home Page (2)The Tool Bar contains buttons that allow quick access tosome menu functions. Icons are added to the basic STW
Tool Bar when an application or report is activated.
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Home Page (3) A navigation panel is displayed on the STW Home page.
The first item – Common Tasks – is
displayed expanded by default; the two sub-
topics are links to bring up the Product
Identification window to restart a STW
session or start a WinFlash session within
ET.
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Home Page (4)
Expand the Presentations topic to chooseto view What’s New in STW for this
release or STW Basics (this presentation).
The Support topic has two sub-topics:
Help Desk displays contact
information if assistance is needed on
any STW application. LicenseInformation displays the window for
entering the License Key.
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Service Technician Workbench
FLASH FILE SEARCH
Table of Contents
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Open FFS
Click on the Flash File Search icon on the launchpad.
T fi d th l t t fl h fil t b f i i l b
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S/N FFS
To find the latest flash file part numbers for a given serial number,
type in the full serial number and click on Find Latest button.
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Save Flash File
The first file listed under a component is the latest flash file for theindicated component. Click to highlight the desired file and then click
Save to save the file. Files may not need to be saved before flashing.
T h k if fl h fil b i th l t t t i th
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P/N FFS
To check if a flash file number is the latest, type in the
flash file part number and click on Find Latest button.
Click on the latest flash file number to highlight itand then access WinFlash from within Electronic
Technician by clicking Launch WinFlash.
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Service Technician Workbench
SERVICE REPORT
Table of Contents
Open Service Report
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Open Service Report
The STW Service Report
provides the means to recordthe activities performed within
STW applications. To view a
Workbench report select the
Service Report icon on the
Launch Pad.
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Edit Report Sections
The service report can be a multi segment
report. Add, Rename or Delete the
segments to be included in this report.
Segment 01 is default
segment.
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Section Tabs
The Collapse All Sections (Blue)
icon on the toolbar will make all
sections a gray bar with the title ofthe section included. The Expand
All Sections (Green) will expand
all sections. Data is typed or
entered into the expanded
sections.
The Active Segment is
highlighted in blue. Any
information entered into the
service report will be enteredinto the active segment.
Click the segment number to
make the segment active.
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Section Tabs
Select the gray bar to Expand a
section. Select the gray bar again
to Collapse the section. Data is
entered into the expanded
section.
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Add Cat ET Information to the
Service Report
Active Diagnostic Codes
The service report icon with the
yellow plus sign is the Add to
Service Report Icon. Select the
icon to add Active Diagnostic
Codes to the service report. Otherinformation within Cat ET may be
added to the service report when
the icon is available. This
information can not be deleted.
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Add Cat ET Information to the
Service ReportActive Diagnostic Codes are added to the service
report successfully. This information cannot be
deleted
Add information from other
STW applications to the service
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Application Data - Attach
The service report icon with the
yellow plus sign is the Add toService Report Icon. Select the
icon to add the entire TA1 and
TA2 Inspection Analysis
information to the Application
Data section of the service report.
STW applications to the service
report.
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Application Data Attach
TA1 and TA2 Inspection Analysis
is added to the service report.
This information can not bedeleted.
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Adding Digital Files
A digital image may be
inserted into a service
report in order to shareinformation with a
customer or supervision.
Select Browse for New
Image within the Digital
Images section. Select
the file to be inserted in
the service report. Enter
a title for the image and
enter comments ifdesired. Select Save.
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Save As XML From the File dropdown menu,
select Save As to
save the report in
.PDF or .XML file
format for sharingwith administrative
personnel or
uploading .XML
file data to DBS.Starting with
2005A, Saved
Service Reports
(XML) Files can
be opened in theSTW Service
Report.
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Open Saved Service Report
within STW
A Saved Service Report can be opened within STW. Save the
service report as an XML type file. Select File and Session
from within STW and then select From Report.
Open Saved Service Reports
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within STW
Select the saved service report and select open. The saved report will open
within the STW Service Report application. Parts and ET information may
be added to the report the same as if it was opened with a bookmark or
New Session. Saving the report as a bookmark or XML file is the users preference.
S i ili
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Service Report Utility
A Service Report Util ity is installed to edit existing service reports or to
create new reports in .XML file format. Technicians may edit servicereports with this utility outside of STW. The service report may be installed
on administrative PCs without STW. The Prefix and serial number in the
service report utility is editable while retaining all other service information
within the report. A duplicate or similar service report with only a different
prefix and/or serial number/work order can be created and saved with adifferent file name very quickly without having to re-enter all service data.
The service report is installed when the SIMS DBS Upload Utility is installed
or the service report may be installed as stand-alone.
P i i
Click the Print Report icon in the
Tool Bar, or Print from the File drop
down menu allows printing the report
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Printingdown menu, allows printing the report.
A Print Preview icon is provided to
enable a preview of the service reportbefore printing.
S i h R
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Switch Reports
Click Edit and the click Switch To
Customer Report to view the
Customer Report.
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Select Preferences under the View
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Preferencesmenu to display the View Properties
window.
Service
Report fields
are selectable
for displayingand printing
two service
report
variations – amore
complete
report for the
dealership
and a simpler
one for
customers
Labor Codes and
Charge Codes can be
pre-set for selecting
from drop down boxes
when editing the fields
in the service report.Job Code/Desc and
Component Code and
Description – Drop Down Box
S l t SIS A
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Select SIS Access
Select the SIS access method to be used
with STW. Network SIS will requireadditional information from the IS
department.
S l t I t ti l S tti
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Select International Settings
Select the Language preferences. The
computer control panel settings may be
accessed from this window. The time may
be changed in the control panel time/time
format box, Capital H = 24 Hr clock,
Small h = 12 Hr clock.
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Spell Check Service Report
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Spell Check – Service Report
The word not in the dictionary is displayed and highlighted.
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Service Technician Workbench
SIMS DBS UPLOAD UTILITY
Table of Contents
Upload Utility Icon
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Upload Utility Icon
A SIMS DBS Upload Uti li ty canbe optionally installed to automate
the transferring of data from .XML
format Service Reports into DBS.
The utility is a separate installlocated on the STW 2005A CD
and places an icon on the
computer’s desktop. Technician’s
would install this utility separatelyafter the STW install.
Double-Click the
SIMS DBS UploadUtility icon to open
and then transfer
data entered in the
service report to
DBS.
File Selection
Use the Shift-click
method to select
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File Selection
Data from .XML file format Service Reports can be uploaded to DBS
databases easily; locate and select the files to be processed and then
click the Process Report(s) button. The latest version of the SIMS DBS
upload utility with 2004B is 3.5. The utility is located in the Program File >Caterpillar Inc. > SIMS DBS Upload Utility folder.
a range of
reports. Use theCtrl-click method
to select
individual reports
or click theservice report file
to upload one
service report.
SIMS Required Fields
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For upload and creation of SIMS ticket:
SIMS Required Fields
Work Order Segment Employee ID
SMU Hours/Miles/Kilometers
Service Date
Part Number
Work Order Number Part Name
Quantity
Secondary Description Code
Group Number Containing Part Product Inoperable
Part Failure Comments (20 characterlimit)
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ResultsOnce the upload is completed, a confirmation
window displays the results.
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Bookmarks
BOOKMARKS –
Refer to the Service Report Section and Opening
the Service Report from a Saved Service Report
file for more information. Saving and Opening the
Service Report using Session from Report ismore versatile than using Bookmarks.
Table of Contents
Toolbar Icon
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Toolbar Icon
Bookmarks allow re-opening SIS and other
applications to the pages that were open when
a bookmark was created. Bookmarks can becreated at any location within STW. Select
File, Bookmarks from the dropdown menu or
click on the Bookmarks icon in the Toolbar .
With the addition of Session From Saved
Report, Bookmarks are less necessary.
Bookmark
The Bookmarks window displays. This window displays a list
of folders and any existing bookmarks. If multiple technician
share a computer, folders could be created for each technician.
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Bookmark
To create a new folder, choose File, New,
New Folder from the drop-down menu.
New Folder
The New Folder window displays. Type in
the folder’s name and press the OK button.
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New Folder the folder s name and press the OK button.
Create Bookmark
To store a bookmark in the new folder , click on the new folder
to highlight it, then click in the text box to the right of Name
and type a bookmark file name. Then click the Create button.
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Create Bookmark
Locate Bookmark
To retrieve a bookmark, click on the Bookmarks icon on the toolbar
to display the Bookmarks window. Click on the “+” sign next to the
desired folder to expand the folder and display its contents
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Locate Bookmark desired folder to expand the folder and display its contents.
Retrieve Bookmark
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Locate the desired bookmarkand double click to reopen it.
The Bookmarks window would closeand the bookmarked location opened
within STW; then, continue working with
the screens, data and service report.
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Toolbar Icon
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Open STW and Then
Open the BookmarkWindow
Export Bookmarks
Select the file or folder to be exported with the left mouse
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Select the file or folder to be exported with the left mouse
button. Hold the keyboard CTRL key and left click to select
multiple files and folders. Hold the keyboard SHFT key and left
click to select a range of files and folders. When a folder is
selected, all files within the folder will be selected.
Select Edit from themenu and then choose
SELECT ALL to export
all bookmarks. All
bookmarks will go toone folder.
Will select all files in the
folder.
De-select folders and select
individual bookmarks or
select one folder at a time
to export.
Select File and Export
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Select File and then select Export. Within the Export Window Select each
file to be exported with the left mouse button and select browse to choose
the folder to Export the files to. You can choose any folder on the PC oryou can select a folder on a different drive, 3 ½ floppy drive , network
drive, etc. Select Export and the required files will be created in the
selected folder. All bookmarks will be stored in the folder selected.
Import Bookmarks
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Select an existing folder with the left mouse button to import the bookmarks to that folder or create a new folder by selecting File and
then selecting New and New Folder. Type the name of the new
folder and click Create. Left mouse click (select) the folder to receive
the bookmarks. Select File and select Import.
Select the folder/files to be imported.
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Browse for the folder that contains the bookmarks to be imported.
Select the folder and Select OK. Select the files to be imported from
within the Import window and select Import. Close the import
window. Double-click a bookmark to open it.
Select File
and Import
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Service Technician Workbench
WORKBENCH FEEDBACK
Table of Contents
Toolbar Icon
To provide feedback to Caterpillar concerning
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p p g
any of the Workbench applications, click onthe Feedback button on the Tool Bar .
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Storage Space
The Thank you for using Feedback window appears and
displays the amount of feedback storage space available and
used on the computer. The feedback is stored on your
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computer’s hard drive and can be sent or exported later.
Send Feedback
When STW starts, it may display a reminder to send saved Feedback.
Feedback may be sent at anytime without waiting to be prompted.
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Click the Feedback button again to access the feedback window.
Send or Export
There are two ways to send feedback. If connected
to the internet, Send the feedback directly; otherwise,
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Export the feedback to a floppy disc and have thefeedback sent from a connected computer.
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Service Technician Workbench
SUMMARY
Table of Contents
Why Use STW?
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• Consolidated Distribution, Installation and Updates
• Common Look & Feel
• Integrated Software Applications
• Technical Analysis Inspection I & II• Component Based Troubleshooting
• Flash File Search
• Service Report• Reduced Data Entry / Handwriting
– Share Service Reports in .PDF or .XML file formats
– Upload Service Report Data into DBS
• The Workbench is at no additional cost
• ET Registration Automatically Transfers within STW
Installation & Training• Getting Started Guide is available on the root folder of the STW
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installation CD.
• Latest presentations (.pdf or .ppt file format) available athttps://psmktg.cat.com/srvtrng/elearn/stw/ if this link does not
work, copy and paste this URL:
https://psmktg.cat.com/srvtrng/elearn/stw/
– Network access & Corporate Web Security password needed
– Microsoft PowerPoint based presentations allow customization
• Additional Information at the STW Knowledge Network https://kn.cat.com/cat.cfm?id=5079 if this link does not work, copy and paste this URL: https://kn.cat.com/cat.cfm?id=5079
• Think Big at Vo-Tech Schools instructs using STW
• Contact (309) 675-1123 for virtual meetings over the internet, or fortraining sessions in Peoria or at your location.
Workbench SupportSi l S f S
https://psmktg.cat.com/srvtrng/elearn/stw/https://kn.cat.com/cat.cfm?id=5079https://kn.cat.com/cat.cfm?id=5079https://kn.cat.com/cat.cfm?id=5079https://psmktg.cat.com/srvtrng/elearn/stw/
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Single Source of Support
End Table of Contents