Service Technician Workbench

What’s New in 2004B

Service Technician Workbench

 STW What’s New 2004B
Service Report
SIMS/DBS Upload Utility
Shortcuts – Service Report and SIS
Electronic Technician
Component Based Troubleshooting
Technical Analysis
Do not un-install SIS Windows or STW before installing and
Licensing SIS DVD 2004B. The previous SIS users are converted
during the install process. A SIS DVD 2004B license is acquired
when a licensed version of STW/ET is present while installing
STW 2004B/SIS 2004B.
STW Service Report 2004B
• Multiple Segments in one
report
• Expand and Collapse
service report sections
• Save as PDF for Adobe
Acrobat Reader replaced
save as RTF
• Language Template
• Service Report Utility and
the STW Service Report
are the same interface.
• Data is entered on the
main screen of the service
report.
STW Service Report – New Buttons
on the Toolbar

•Language Template
•Expand all sections
•Collapse all sections
•Spell check
 Service Report Segments –
Add/Delete/Rename

Add Segment

Active Segment Rename Segment

(Blue Highlight)

Delete Segment
 Service Report – Expand/Collapse
Sections

Expanded
Section
Collapsed
Sections
Select gray area of SR
section title to expand that
section for data entry.
 Service Report – Labor Entry Upload

Start and End

times can be
uploaded to Click on Grey Labor Bar
DBS in the to expand Labor section.
DBS Upload
Utility. Labor Enter start and end
and Travel times. Use tab and
times are colon (shft & semi-
typical colon) to navigate.
examples
Select New to add first line and additional lines.

Labor is uploaded to Employee ID, Work order, Segment and Date.

STW 2004B Language Template
– Service Report

Select Edit and then

select Language
Template or select the
icon on the tool bar

The Language Template can be edited to make the

titles within the Service Report more descriptive.
 STW 2004B Language Template
– Service Report
Select the
available
language and
select the New
Select the phrase
Language
to be edited. The
Template to edit.
Overtime
Then select the
Indicator Title is
edit button. The
changed to Labor
edit button will
Indicator.
grey after it is
selected and the
save button will
be active.
 STW 2004B Language Template
– Service Report

Select Save to
save the edits
and then select
X in the upper
right corner of
the Language
Template
window to exit.

Select cancel to exit without saving.

STW 2004B Language Template
– Service Report

Stop the Service Report and then start the Service Report.
The Overtime indicator header title will be replaced with
the Labor Indicator title.
Save As - Service Report

Save as XML to
upload the
service report.
Save As PDF
replaced the
RTF document
type. Adobe
Acrobat Reader
can open a PDF
document.
Return
to TOC
SIMS/DBS Upload Utility

STW 2004B
 SIMS – DBS Upload Utility

Select File, then

select Upload Open the SIMS – DBS
Settings Upload Utility
 SIMS – DBS Labor Upload
Utility Settings

The Upload Labor and

Travel Time option is
selected. Other options
may be selected and
uploaded at the same
time as labor and travel
time.
Additional information is available in the Service Return
Report help files and on the STW install CD. to TOC
 Shortcut – Service Report Startup

It is possible to start the

Service Report Library
automatically when the
computer starts.
Open My Computer and
navigate to the
Programs/Startup folder
 Shortcut – Service Report Startup

If the shortcut to the Service Report Delete the shortcut to stop

library start command is in the the application/library from
Programs/Startup folder, the Service running at Windows
Report library will start when windows startup.
starts.
The shortcut command is "C:\Program Files\Caterpillar Inc\Service
Report\Executables\ReportInit.exe"
Shortcut – Service Report Startup
When the shortcut is in the startup menu, the application
library will run in the background when Windows starts.
The option to start the library/shortcut at startup is
available during installation.

Starting the application during Windows startup will

enable the application to open quicker when it is
needed. If the application is not in the startup folder,
the applications will require more time to open.
Return
to TOC
Electronic Technician

2004B

Caterpillar ET Status Screen

Caterpillar ET Warranty Report
Caterpillar ET Trainer
Caterpillar ET Status Screen

Status screen will display all ECM’s

 Caterpillar ET Status Screen

There is also a bar graph feature on the status screen. Select

information/status bar graph.
Caterpillar ET Status Screen

Return
to TOC
 Caterpillar ET Warranty Reporting

A new feature in Cat ET is to automatically gather all reports

from ET that are required for warranty claims to Caterpillar.
This functionality is for truck engines only for the 2004B release.

If there is any question if a work order is going to be a warranty

claim you should answer yes to the prompt. The .xml file that is
created in ET stand alone can be sent to SIMS. The ET XML
that is created within STW should also be sent to SIMS and the
full STW service report should be uploaded or entered into DBS.
 Caterpillar ET Warranty Reporting

When you launch ET from within STW or stand alone ET you will
get this prompt. Answer No if you what to proceed to ET and yes
if you want to save the reports that may be needed for warranty.
Caterpillar ET Warranty Reporting

You can fill in lines 1 thru 8 now or later.

The green lines are editable and are not
“Grayed out”. When complete click next.
Caterpillar ET Warranty Reporting

Click Download to down load the reports.

When complete, click next.
Caterpillar ET Warranty Reporting

To add a cylinder
cutout report click
browse, and find the report
in your file management
system and click open.
Click next.
Caterpillar ET Warranty Reporting

Click finish.
 Caterpillar ET Warranty Reporting

File will be saved as “WRPT0XX00000040915082626.xml

WRPT/serial number/year/month/day/hour/minute/second
This can be changed to your choice of folder name and file name.
The xml file is check-summed within ET and will be checked in
SIMS for identical characters. The file cannot be changed in any way.
Caterpillar ET Warranty Reporting

You must then click on the “save to service report” button

to save all reports to the service report.
Caterpillar ET Warranty Reporting

To open an existing report, click Information and then

Warranty Report
Caterpillar ET Warranty Reporting

Click no
Caterpillar ET Warranty Reporting

Select report from the file management system.

Click open.

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to TOC
 Caterpillar ET Trainer

There is now a better indication that the user is in trainer. A pop-up window will appear in
the lower right corner of the screen. This window is on for 8 seconds and off for 8 seconds. If
the user moves the mouse or uses the key board while the pop up is displayed, there is a ½
delay and the pop up will go away.

Return
to TOC
 Component Based
Troubleshooting

Component Based Troubleshooting CBT, is designed to help

the technician troubleshoot symptoms of Caterpillar engines
and machines. After identifying a symptom, the technician is
presented with a list of components that, if not operating
properly, may cause the symptom . By using the information
provided for each component, the technician can identify the
root cause of the symptom and fix the problem. In addition,
CBT gives the technician links to related information in the
Service Information System (SIS).
 Component Based
Troubleshooting
Open SIS Web or
STW, select
component based
troubleshooting.
 Product Families

Select the appropriate

product with the left
mouse button.
Models

Select the
appropriate model
from the list in the
right hand column.
 Select a System and Symptom

Select the yellow arrows to expand

the symptom list for the affected
circuit.

Select the
symptom.
 Select a Visual Check

Select a Visual Check to review potential causes for the

symptom. Visual inspection of the machine is the quickest
method to identify obvious potential causes of a symptom.
 Select a Component

Select a component from the List of Causes to verify the

correct operation of the component.
 Description/Function and
Troubleshooting

Compare the
description and
function to the
symptom.
Troubleshooting
information provides
possible testing
routines.

Close window
Additional when finished
information that is with page.
available in SIS.
Return to CBT Main Menu’s

Return to the Model selection Get help and

if desired or select the offer feedback.
product model to check a
different circuit.
Return
to TOC
Technical Analysis Inspection
Program

November 2004B release

 Open TA and Enter Product ID
Open TA Program & Enter the SN
Select Product Family

Product ID

Select arrow to open

models available
Select TA1 or TA2

Double-click TA1 or TA2

to open test categories
Perform TA1 Visual Inspections
Select Description column to
Provide TA Technical tips

Inspection Results
•Action / Monitor / Normal indicators
Ability to Add Tests
•Repair Recommendations

TA Technical Tips
Summary of inspections
Perform TA2 Inspections
Select Description column to
Provide Ta Technical tips

Inspection Results
•Action / Monitor / Normal indicators
(Corporate strategy)
•Semi-auto (TA2)
•Comments Field (tech)
•Repair Recommendations field (TA
coordinator)
•Ability to Add Tests

TA Technical Tips
-SIS search criteria
-SIS search manual
-Bridge for less experience
 Attach to Service Report - Feedback
Send to STW Service Report

•Attach TA to Service Report

•Detailed Report goes with

Feedback
•CAT-We are seeking Feedback
for the trending database
•Dealer-SN archive for customer
TA Reports – View & Print

Report status
•System Status Summary
•Detailed Inspection
•Blank Paper
•Action & Repair Summary
•Print reports
TA Report – Save as XML
Save Report as XML
•Can be viewed or emailed.
 TA Reports - Search

Search is used to find Saved TA Reports. End of

Presentation