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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