STW Service Report

and the
Standalone Service Report
 Table of Contents
1. Introduction 14. Labor
2. Start STW and the Service Report 15. Miscellaneous Costs
3. Service Report Icons 16. Mileage
4. Preferences 17. Repair Background
5. Open New Service Report ( Start New 18. Work Order Closing
Session) 19. Additional Opportunities
6. Open Saved Service Report (Session From 20. Parts
Report) 21. Application Data
7. Save the Service Report 22. File Attachments
8. Add, Rename and Delete Segments 23. Export Report as PDF
9. Service Report Sections 24. Send Report by Email
10. Header Section 25. Spell Check
11. Truck Information 26. Service Report - Standalone
12. Segment Information 27. SIMS DBS Upload Utility
13. Part Causing Failure
 Introduction
This document is intended for the STW dealer shop mechanic, field
mechanic or other service personnel required to complete and submit a service
report. Other dealer personnel can use this document to understand the
functionality included in the service report.
Two service reports are available with STW. The service report that runs within
STW allows other applications running within STW to send parts and service
information to the service report. The standalone service report is used to edit
information and add information to the service report. Other applications
cannot send information to the standalone service report. The service report
must be opened within STW using File >Session > From Report to add
application data or SIS data to the service report. A New Session Report started
within STW also permits communication with other applications running in
STW.
This document does not inform a user how to write a repair background or
what sections to complete. The dealer will make this decision. Use preferences
to view or hide service report sections.
 Start STW or the Standalone Service Report

To start the Caterpillar Service To start the Standalone Service

Technician Workbench, locate Report, locate the program icon
the program icon on the desktop on the desktop and double click
and double click on it. The the left mouse button. The
service report is started within standalone service report can be
STW after opening STW. opened within STW by selecting
the open service report icon. File
> Session > From Report is used
to open a saved service report
within STW.
 Starting the STW Service Report

The Service Technician Workbench - Login

window displays. This is the window used to provide
a single sign-on for all Workbench applications.

Press Esc on the keyboard to skip this screen.

Use the STW Administration tool to setup
users.
 Starting the STW Service Report

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.
Starting STW and the Service Report

If the serial number information is unavailable, click on

the Models button to view a list of available models.
 Starting the STW Service Report

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.
 Starting the STW Service Report

The STW Service Report

provides the means to record
the activities performed within
STW applications. To view a
Workbench report select the
Service Report icon on the
Launch Pad.
 STW Service Report (Default Screen)

All sections are expanded when the service report is first opened.
 Service Report Icons

The following slides explain the service report

icon functions. Select the service report from
the launch pad on the left side.

Launch SIS and other applications by selecting the

application icon. One click only will launch the
application.

Launch Service Report

 Service Report Icons

• Feedback – Use feedback to contact the Cat STW team and share
ideas (Requires connection to internet to send).
• Bookmarks – Permits saving a service report to the hard drive of
the computer. Save and Session from Report is recommended.
• Search – Search for service reports using various information
contained in the service report.
• Add to Service Report – Available in other applications and
permits adding application data. (Demonstrated later)
• Print Preview – Preview the printed pages.

• Print – Print the service report.

 Service Report Icons - Continued

• Open Language Template Dialog – Permits editing of the titles within

the service report.
• Open Report – Opens Report in Standalone Report outside of STW.
No Application information or parts can be added to this report.
• Save Report – Save Report as XML file to any drive.
• Export the Report as PDF – Creates a PDF file of the Service Report.
A default Export Folder can be setup in Service Report Preferences.
• Email Report as PDF – Automatically attaches the service report to an
email. Notes 6.0 or Outlook 2000 or later required.
• Email Report as XML file - Same as above. XML version of service
report is attached to an email.
 Service Report Icons - Continued

• Expand All Sections - All sections of report are expanded

• Collapse All Sections - All sections of report are collapsed

• Spell Check – Check all spelling service report

• Attach a File – Attach a file to the service report.

• Exit – Exit the service report.

End of Icon
• Help – Access the service report help file. Section
 Report Preferences are Separate from STW
Preferences

Start the service report

within STW. Select
View > Report
Preferences. Select
View > Preferences to
set SIS preferences and
STW preferences.
 Preferences

Once in the Service Report, click View and then

Report Preferences to edit your preferences with
regards to the service report. A Cat dealer or user
can determine which sections of the service report
are viewable within preferences.

You must select OK or Apply for any

preference changes to occur. If the user
selects cancel, the settings will remain as
set previously.
 Report Preferences – Display / Print Options

Choose which
sections of the service
report to display and
print. Place a check in
the box to select. The
user may choose
different sections for
the service report and
the customer report.
 Report Preferences – Labor Charge Codes

Type the Labor

Codes and Charge
Codes in this section.
The codes will appear
in the appropriate
drop down box to
avoid typing the
codes every time they
are needed. Select
Apply to save the
typed codes. Select
OK to save the typed
codes and exit
preferences.
 Report Preferences – Job Codes / Component Codes.
The preferred method
to enter Job Codes /
Job Descriptions and
Component Codes /
Component
Descriptions is
through the DBS
download utility
(Starting 2007A). If
entered in the DBS
work order segment,
the codes are
downloaded and It is impractical to enter the hundreds of job codes
entered in the service and component codes in this section. The codes are
report automatically. downloaded from DBS and retained in this section
after the download.
 Report Preferences – Preferences.

The language template

permits altering the service
report titles. Example: Some
prefer the name Additional
Service Requests in place of
Additional Opportunities.
Default Report Location is
used to set the Save folder
location to the same folder
each time Save As is selected.
 Report Preferences are Separate from STW / SIS
Preferences – Default PDF Export Folder

Default Export Location is

for converted PDF type
reports.
Create the PDF Service
reports folder first if
desired. Place a check in
the Default Export Location
box and Browse to the
desired folder. Select the
folder and select OK. Select
OK again to save the
setting.
 Preferences – Default Save Location

The save window will

open to the default
folder set in
preferences. Navigate
to a different folder if
needed or do not set
preferences to open to
the last saved location.

End of Preferences
Service Report Extension Changed from XML to STW –
Standalone Report and STW Report
Starting with STW
2007A, the STW
service report
extension is changed
from XML to STW.
The stand-alone
service report will
open when the
filename with the
STW extension is
opened. Previously,
the XML service
report file would
open in Internet
explorer (default
application for an
XML file).
 Service Report Extension Changed from XML to STW –
Save As PDF Functionality Changed
Note: Use the service
report within STW to
add information from
other STW applications
(SIMS, Cat ET etc).
The standalone service
report does not
communicate with
other service
applications. This is the
same as previous
releases.
NOTE: Save as PDF has been moved to an icon on the tool bar
and within File / Export as PDF (demonstrated later).
 Service Report Extension Changed from XML to STW –
Report opens / saves XML or STW type Service Reports

Open STW Session

From Report can
open STW or XML
type service reports.
Service Reports
created prior to
2007A can be
opened in 2007A
(XML type). Reports
can be saved as
XML or STW. STW
is the default type. The 2007A Service Report is backward
compatible starting with 2004B reports.
 Start a New Service Report (New Session)

Be sure to Save the previous service report before starting a new

session / service report.
Start a New Service Report (New Session)

From the File drop down menu,

select Session, New Session
to start a new service report.
Remember to save any work in
the previous report before
beginning a new session. This
operation is performed after a
previous service report is
complete and a cleared service
report with a different serial
number is needed. The user
will be prompted for the Product
ID or Serial Number, Work
Order and Employee ID.
New Session – Lower left corner also starts a new session.
Open a Saved Service Report within STW

From the File drop down menu,

select Session, From Report to
open a previously saved service
report. Remember to save any
work in the current report before
opening an old report. This method
permits opening a service report
from any storage device available
to the computer. Examples are
network drives (shop users), USB
drives, local hard drive etc. This
method is better than Bookmarks
and can be stored on a network
drive. Bookmarks are local to the
machine and difficult to export and
import.
Save the Service Report (As STW (2007A) / XML)

From the File drop

down menu,
select Save As to
save the report in
.XML file format in
a different location
than the default
location. The file
can be shared
with administrative
personnel or
uploading .XML
STW file data to
DBS. File must
be in .XML or
STW to upload
into DBS.
 Service Report Sections
Report Header *Repair Background
Truck Information Work Order Closing
*Segment Information Additional Opportunities
*Part Causing Failure *Parts
*Labor Application Data
*Miscellaneous Costs Digital Images
*Mileage File Attachments
* These sections of the service report contain information that
applies to each segment of the work order and is specific
information for that segment. The sections without the asterisk
contain information that applies to the entire work order. The
information does not change with a different segment.
 Service Report Sections

Segment 01 is default
segment. Rename the
segment and add
segments as needed.

The service report can be a multi segment

report. Add, Rename or Delete the
segments to be included in this report.
 Service Report Segments – Add/Delete/Rename

Add Segment

Active Segment Rename Segment

(Blue Highlight)
Appears in Segment
Info Title

Delete Segment
 Select Active Segment

Under the Segment column, select the segment to be

active. The segment label will highlight in blue. Enter
information in Segment Info, Part Causing Failure, Labor,
Misc. Cost, Mileage and / or Repair Background.
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.
 Section Tabs

The Collapse All Sections (Blue)

icon on the toolbar will make all
sections a gray bar with the title of
The Active Segment is
the section included. The Expand
highlighted in blue. Any
All Sections (Green) will expand
information entered into the
all sections. Data is typed or
service report will be entered
entered into the expanded
into the active segment.
sections.
Click the segment number to
make the segment active.
Service Report Sections

Information from the Header, Part Causing

Failure (SIMS), Labor, Miscellaneous
Costs, Mileage and Repair Background
upload to DBS using the DBS / SIMS
upload utility.
 Report Header Information

The work order serial number and employee ID can be filled in

during the new session or login step. Complete the remaining
fields if applicable.
 Report Header Information

Select the correct unit (Hours, Miles, or Kilometers) from the

drop down box and enter the value. Hours, Miles or Kilometers, is
required if the upload utility is used and SMU is checked. A value
of 0.0, 0 and blank is ignored by the upload utility and will not
alter the DBS SMU value - 0.0 is the default value. Units must be
entered, Hours Miles etc. or the upload utility will error.
 Report Header Information

In Date, Promise Date and Out Date

information can be selected from the drop down
monthly calendar. Information does not upload
to DBS.
 Truck Information

Truck Make, Model, Delivery Date, VIN, Cab Type and

Vehicle Configuration information is completed in this section.
This information does not upload.
Segment Info

Segment Information can be added

to the service report to help the user
identify the active segment,
segment number and purpose.
Segment Info

Segment Number
Enter Job Code and/or
Description if desired or enter
segment description information.

Select Add Segment and then

enter the segment number and
additional segment information.
Select Rename to change segment
information.
 Segment Info

Instruction area
is a free text
box. Type the
instructions for
the segment.

Segment Information: Job Code and Component Code is for future

functionality. The Start Date and End Date can be selected from the
drop down window. Enter special instructions for the segment in the
instructions text box.
 Part Causing Failure

Expand the PCF section and select Add New Line. Incomplete information will cause
the upload utility to fail. Do not add a line if there is no Part Causing failure for this
segment.
 Part Causing Failure – Select Part

Select the
appropriate segment
and then select the
SIMS / Part Causing Failure Section Part Causing Failure
part number from
the drop down parts
list. (Parts are added
to the parts list
before they are
available in the drop
down box).

Parts must be added to the parts section to be visible in this window.

 Part Causing Failure

Most of the part causing failure information

will be filled in automatically. Enter the data
for the blank fields that remain. Primary /
Secondary cause, Product Inoperable and
optional comments.

Comments are limited to 20 characters.

 Labor Entry Upload

Enter start and end

Select New to add first line and/or
times. Use tab and
additional lines.
arrow keys to move
Start and End times can be uploaded to between fields. Use
DBS with the DBS Upload Utility. Labor period key to navigate
and Travel times are typical examples. H:M. 24 Hour clock is
Labor is uploaded to Employee ID, illustrated. Seconds
Work order, Segment and Date. are not included in
this example.
 Miscellaneous Costs and Mileage Sections

Misc. Costs and Mileage sections. The sections are split to make it
simpler to complete mileage or miscellaneous costs. Use Preferences to
hide either service report section. The specific charge codes at each
dealer may be different. Each dealer will share the specific codes with
the user
 Miscellaneous Costs

Enter Charge Codes in

Preferences to select
them from the Charge
Codes drop down box.

Select New to add a line to the Miscellaneous Costs section. The Employee ID is
inserted if the STW Login was used. Today’s Date is inserted, correct if
necessary. Enter the Charge Code. Complete the Qty field. The description and
Comments fields do not upload to DBS.. The cost field may or may not need to
be completed depending upon the charge code entered. A list of charge codes and
fields required for charge codes is helpful. The correct charge code and sell
rate must be set up in DBS and used in the service report. The OIL charge
code may not work for all users.
 Miscellaneous Costs – Sell at Cost

Enter Charge Codes in

Total $7.80
Preferences to select Cost. 2 X 3.90
them from the Charge
Codes drop down box.
Select New to add a line to the Miscellaneous Costs section. The Employee ID is
inserted if the STW Login was used or type Empl. ID. Today’s Date is inserted,
correct if necessary. Enter the Charge Code. Complete the Qty field and the cost
field. The description and Comments fields do not upload to DBS. Cost is
computed by DBS. This type of miscellaneous cost entry allows the user to enter
the exact cost of an item into the service report. The correct charge code and
sell rate must be set up in DBS and used in the service report. The *TL
charge code may not work for all users.
 Mileage

Enter Charge Codes in

Preferences to select
them from the Charge
Codes drop down box.
Select New to add a line to the Mileage section. The Employee ID is inserted
automatically if the STW Login was used. Today’s Date is inserted, correct if
necessary. Complete the Vehicle ID if desired. Enter the Charge Code and
distance value (kilometers or mileage). The correct charge code and sell rate
must be set up in DBS and used in the service report. The TRK charge code
may not work for all users.
Repair Background

Select the gray bar to Expand the

Repair Background section. Data
is entered into the expanded
section. Data can be copied and
pasted from previous service
reports, SIS service literature or
typed. This information uploads to
DBS.
 Workorder Closing

This section does not upload to DBS. Fill in the appropriate

information by selecting the answer in drop down text box.
 Additional Opportunities

This section can be used to identify additional

service required or additional service requests by
the repair person or customer. The service report is
printed and delivered to the appropriate person or
starting with 2006A, select the email as PDF or
email service report icon on the tool bar.
 Add Parts to the Service Report

Parts are added to the SIS parts list. Select send to STW Service Report to send the
parts list to the service report. It is possible to integrate parts with DBS and send
the parts to the service report. Go to DBS and follow the steps to process a parts list
in SIS. When Option 1 in DBS is selected, the STW program icon in the task bar
might blink or become active in place of maximizing. Select the STW icon to
integrate parts to DBS and the STW report. The user will be prompted if the parts
list should be sent to the service report.
 Integrate Parts List to DBS and Send the Parts to the
Service Report
DBS

Product Structure page

in STW will be
displayed or click on
STW icon in task bar.
Start the integration process DBS –
STW icon should blink
Select Enter. Refer to SIS Training
or be active.
document for complete integration
steps.

Add parts to the parts list or go to the parts list if

this step is complete. Select Process List to add
parts to DBS and Yes to add parts to report.
 Parts List Segment Assignment

The parts order screen

may appear when the
service report is
opened after sending
parts to the service
report. Choose the
segment to receive the
parts list within the
order information
dialog box. The option
to add a segment is at
the bottom of the
window.
 Parts List Segment Assignment

Enter the segment number

to receive the parts and
select Send to STW
Service Report.

The segment is
created in the
service report
and the parts are
assigned to that
segment.
 Parts List Added to Service Report

The parts list does not have to

The parts list be displayed to select the
is added to information from the part
the service causing failure section. Use
report on preferences to hide the Parts
segment one. section.
Next slide
demonstrates
a more
efficient
process.
Add Cat ET Data to Application Data Section
The add to the service report icon and is available in Cat ET, TA1
and TA2, and Cat Data Technician. Click the icon, when available,
to add the displayed information to the service report.

Cat ET

Select Service Report to view data

Application Data
Add information from other
STW applications to the service
report.

The service report icon with the

yellow plus sign is the Add to
Service Report Icon. Select the
icon to add the entire TA1 and
TA2 Inspection Analysis
information to the Application
Data section of the service report.
Application Data

TA1 and TA2 Inspection Analysis

is added to the service report.
Approximately 14 pages..
 Application Data – Delete Button

All Data will print. One

block of data is displayed
at a time resulting in
reduced scrolling and the
ability to delete selected
information.
Each time information is sent to the service report from another
STW application, that information is created and represented
individually in the application data section. Select the information to
be deleted and select delete to remove the data from the service
report.
 Digital Images and File Attachments sections are
Combined

•Digital Images are

combined with File
Attachments. One
graphic is viewed at a
time. This reduces
scrolling. Select the
graphic and it will be
displayed below.
Select a file and
select View. The
associated application
will be launched and
Graphics within the report are displayed as actual size or a
the file displayed in maximum as shown above. Printed graphics are displayed
that application. as page wide even if smaller (IE6). Graphics are not split.
 File Attachments

File(s) may be attached to the File Attachments

Section. The files may be Viewed (file is opened in
associated application), Deleted, Saved As a
different name or all files may be saved to a single
folder.
 File Attachments - Add

Select Add and navigate to

the desired file in the Add
Attachments window. Select
the file and select Open. The
file(s) are added (embedded)
into the Service Report file.
 File Attachments - Add

Files are added to the service report. When files are attached to
the service report, the size of the service report file will
increase. The report may be saved or emailed and the
attachments will be a part of the service report file.
 File Attachments - View

Select the file to be viewed. Select View. The file will be

launched by the appropriate application provided the
application is installed on the PC. Example: To view a PDF
file, Acrobat Reader must be installed. Word must be
installed to view documents created in Word etc.
 Export Service Report As PDF

• Export as PDF
• If Preference
Folder for Export is
set in preferences,
the default export
folder will open.
Option Select the folder to
receive the service
report converted to
PDF and then select
save.
 Send Report by Email

The user selects the Send Report by Email icon or selects File,
Send To and Mail Recipient as Report.
 Send Report by Email - Send

The default email program is launched and a new message is started

with the Service Report file (XML Type) attached. The text
“Service Report WO#####_EMPID_DATE (Filename without
extension) is inserted into the Subject. The sender enters/selects the
recipient and sends the email.
 Send Report by Email - Detach

Windows Folder

Lotus Notes –
Drag and Drop

The recipient can view or detach the service report. Note: The size
of the two attached files and the service report is 2.39 Megabyte due
to the large size of the attachments.
 Send Report by Email as PDF (Adobe Reader)

The user selects the Send Report by Email as PDF icon or

selects File, Send To and Mail Recipient as PDF.
 Send Report by Email as PDF (Adobe Reader)

The default email program is launched and a new message is started with the Service
Report file (PDF Type) attached. The text “Service Report WO#####_EMPID_DATE
(Filename without extension) is inserted into the Subject. The sender enters/selects the
recipient and sends the email. The recipient views or detaches the email.
 Spell Check

Launch the Spell Checker. A suggestion for a possible misspelled

word will be displayed. To accept the suggestion, select Change.
 Open the Service Report – Standalone Report

Select Open within STW and then select a Service Report XML file. The file will
open the report in the report Utility - standalone. The service report can be
opened from the SMS DBS Upload utility by selecting a report file and then
selecting view. Both methods will open the report in the standalone utility.
 Service Report - Standalone

The standalone Service Report is the same as the service report running within
STW except no other applications can send data, parts cannot be added or ET data
cannot be added to the report. All data can be edited within the standalone report
including the serial number. Launch the standalone service report with File >
Open
 Training Contact

Ron Morse
SIS, STW Training
(309) 675-1123 Tel.
Morse_Ronald_C@cat.com

Training is available at your

location. Expenses incurred for
travel, lodging and meals is
required. There is no charge for
training.