User

Guide
 Service Reporting

This tab contains all the options that are necessary for reporting
services on Caterpillar products. This tab also includes an option to
validate the part and group numbers and an option to match codes
that equate to one another.

For more information about each of the specific options under Service
Reporting continue to the next page.

If you are viewing this training guide online, in the navigation bar on
the left side of the screen, click on the plus sign to the left of Service
Reporting to view all options that are available under this tab.
 Report Service
Overview

This option allows the reporting of service tickets (SIMS tickets) to Caterpillar.
For more information about reporting service tickets, see the option Service
Reporting Documentation.

Location in SIMSi

The option, Report Service, is located in SIMSi from the Service Reporting tab.

User Scenario

To report a service ticket, choose the option, Report Service, in the left hand
column of the screen. Once this option is chosen, another screen will pop up
that contains the Service Report (shown below).
 Report Service

Once inside this screen, enter the fields with accurate information. Notice that to
the right of the repair date is an icon that looks like a desk calendar. By clicking
on this icon, the following pop-up box will appear:

Use this box to select the year, month, and day. As soon as the day is selected,
the date will appear in the repair date box and the pop-up calendar will
disappear. If you would like to exit the calendar without applying the date,
choose the Cancel button or choose the X in the top right corner of the box.
 Report Service

Also notice the binoculars icon located to the right of the Desc Cd box. By
clicking on this icon, the following pop-up box will appear:

From this screen, the Part Defect Code or the Problem Description Code may be
selected. Use the arrow on the right hand side of either box to display the scroll
bar to scroll through the codes. Once the correct code is found, click on it from
the drop down menu and then choose the Select box located to the right of the
box that the correct code is displayed in. The selected code will now appear in
the Desc Cd box.

Once all of the information has been entered into the screen, choose the Add
Record button located at the left bottom side of the screen. The record will now
be added to the SIMS system.

For more information related to entering SIMS tickets, please refer to the option,
Service Reporting Documentation under the Service Reporting tab.
 Report Service Letter
Overview

This option allows the reporting of service tickets (SIMS tickets) for service letters
to Caterpillar. For more information about reporting service tickets, see the
option Service Reporting Documentation.

Location in SIMSi

The option, Report Service Letter, is located in SIMSi from the Service Reporting
tab.

User Scenario

To report a service ticket for a service letter, choose the option, Report Service
Letter, in the left hand column of the screen. Once this option is chosen, another
screen will pop up that contains the Service Letter Report (shown below).
 Report Service Letter

Once inside this screen, enter the fields with accurate information. Notice the
binoculars icon located to the right of the Serial Number box. By clicking on this
icon, the following pop-up box will appear:

In order for this screen to appear, both the Dealer Code and the Part Causing
Failure (with a service letter number) must be filled out.

From this screen, multiple serial numbers may be selected to report for the same
service letter (PSP/PIP), and also allows the entry of the SMU value when the
service letter was completed. Use the arrow on the right hand side of the box to
display the scroll bar to scroll through the serial numbers, placing check marks
next to the serial numbers that you wish to report.
 Report Service Letter

Once the correct serial numbers have been selected, scroll to the bottom of the
box and then click the OK button. The selected serial numbers will now appear in
the Serial Number box.

Once all of the information has been entered into the screen, choose the Add
Record button located at the left bottom side of the screen. The record will now
be added to the SIMS system.

For more information related to entering SIMS tickets, please refer to the option,
Service Reporting Documentation under the Service Reporting tab.
 Service Reporting Errors

Overview

This option allows inquiry to the records that have erred by repairing dealer. This
screen also allows these reporting errors to be corrected.

Location in SIMSi

The option, Service Reporting Errors, is located in SIMSi from the Service
Reporting tab.

User Scenario

From the following screen, a user must type in a repairing dealer. Also notice to
the right of the repairing dealer entry box there is a check box labeled “Include
related dealers”. This box allows a user to select all related dealers to the dealer
code that was entered in the entry box. Click on the box to select this option and
a checkmark will be displayed in the box. Only the repairing dealer needs to be
entered to find records, but for a more detailed search, more information may be
selected by filling in the additional fields.

For example, if a user would like to limit the search to a certain Work Order, the
Work Order number may be entered in the Work Order box.
 Service Reporting Errors
Also, if a user would like to limit the search to certain error messages, they may
choose to select a specific error (is equal to) or exclude a specific error (is not
equal to) by choosing one of these options from the drop down box located to the
right of the Error label (as shown below). In addition, the user may choose which
error they would like to include or exclude by choosing that error from the drop
down menu located to far right of the Error label. In the example below, the
errors that equal “Cannot Update Service History. Sims Entry Record Already
Exists.” will be the only records displayed in the results for that repairing dealer.

The next available option is Rows to Display which allows a user to specify how
many rows should be displayed for the search results. This number must be
greater than zero, but less than or equal to 250.

The last available option is Report Format which allows a user to specify how the
results will be displayed. The choices from the drop down box include HTML
(normal web page), Excel, or PDF. For more information on these options,
please refer to the user scenario for Sales/Service by Serial Number.

Now that all of the information has been entered into the screen, a user has three
options. In order to continue with the search and display the results, the Search
button (shown above) should be chosen. If a new search needs to be specified,
the Clear All Fields option (shown below) may be chosen which will clear all the
fields on the screen. The last option, Preferences, allows a user to choose and
store as default which fields should be displayed on the search results page and
the number of rows displayed.
 Service Reporting Errors
Once the Preferences link is clicked, the following screen will appear. This
screen allows users to change the way that the information is displayed and
stored according to their own preferences. For more information about the
Preferences screen, please refer to the Preferences section for Sales/Service by
Serial Number.

After all of the specified search data has been entered into the search screen,
click on the Search button to display the search results (as shown below).
 Service Reporting Errors
Notice that a user may switch to PDF or Excel format from this screen by
choosing one of the links at the top of the page. Also, if there are more rows of
data, click on the Next Results link to see more records.

As shown below by the serial number column, some of the records have fields
that are underlined. By clicking on these links within the record, more data may
be displayed for that particular record. For example, if the first serial number,
2KR03315, in the Serial Number column were clicked, the Sales/Service by
Serial Number screen would display with the information for that serial number.
This option is also available for the Repairing Dealer column, which shows the
Repairing Dealer screen, the Service Claim column, which shows the Claim
Story for the selected claim, and the Dealer Claim column, which shows the
Claim Story for the selected claim.

Notice the checkboxes in the far left column of each record. The user has the
option of deleting the error records if desired. To delete a record or records, click
on each box for the records that should be deleted. Next, select the Delete
button at either the top or bottom of the page. If all records need to be deleted,
select the Check All option at the bottom of the listed records and all the boxes
will be checked. Select the Delete button to delete these records. If however,
the boxes need to be unselected, click on the Clear All option at the bottom of the
listed records and this will clear all the boxes so that the records will not be
deleted.
 Service Reporting Errors
Also notice the Correct option in blue in the second column (as shown below).
To correct a specific record that is listed, simply click on the Correct link for that
record and the Correct Service screen will appear.

The Correct Service screen (shown on the next page) displays the Service
Report populated with the data that was originally entered for that record and
sent to Caterpillar. This screen allows the record to be corrected and sent back
to Caterpillar to be accepted.
 Service Reporting Errors

Notice at the bottom of the page, there are four buttons: Update Record, Delete
Record, Cancel, and Add Image. To correct and resubmit the record, choose the
Update Record option. To completely delete the record from the system, choose
the Delete Record option. To cancel the changes and return back to the Service
Reporting Errors search results page, choose Cancel. To add a Service
Document to the record, choose Add Image.

For more information about the functionality of the fields on this page, please
refer to the User Scenario in the Report Service section.

Also, for more information regarding the guidelines for entering service records
please refer to the Service Reporting Documentation.
 Service Record Edit

Overview

This option allows inquiry to the service records that have submitted by serial
number. This screen also allows those reports submitted by a user’s dealership
to be edited and/or deleted in some cases.

Location in SIMSi

The option, Service Record Edit, is located in SIMSi from the Service Reporting
tab.

User Scenario

From the following screen, a user must type in a serial number.

 Service Record Edit
After all of the serial number has been entered into the search screen, click on
the Search button to display the search results (as shown below).

As shown above by the Edit column, some of the records have and Edit field that
is underlined. This link will only appear for service records where the user’s
dealer code matches Repairing Dealer on the record or is a related dealer code.
Also, only those records that do not have a Service Claim No. can be edited or
deleted.
 Service Record Edit
Clicking on the Edit link for one of the records displays the following screen. Any
filed that is not grayed out may be modified.

Notice at the bottom of the page, there are three buttons: Update Record, Delete
Record, and Cancel. To modify the record, choose the Update Record option.
To completely delete the record from the system, choose the Delete Record
option. To cancel the changes and return back to the Service Record Selection
For Edit search results page, choose Cancel.

For more information about the functionality of the fields on this page, please
refer to the User Scenario in the Report Service section.

Also, for more information regarding the guidelines for entering service records
please refer to the Service Reporting Documentation.
 Service Reporting Documentation
Overview
This option provides the Guidelines to Follow for Reporting SIMS Information. It
outlines in detail how to correctly fill out a service ticket.
Location in SIMSi
The option, Service Reporting Documentation, is located in SIMSi from the
Service Reporting tab.
User Scenario
By clicking on the Service Reporting Documentation link in the left hand column
of SIMSi, a pop-up screen appears providing options for the documentation in
different languages.

Clicking the appropriate link will display the documentation in a separate screen.
To make the documentation appear full screen, click on the maximize button in
the top right corner of the screen ( ). In order to view the full menu of options
within this document, click on the plus sign to the left of SIMS Reporting
Guidelines in the left column. The menu will now appear as shown below. In
order to minimize or maximize the options that are shown, click on the minus and
plus signs accordingly. To move from page to page, click on the arrows in the
upper left corner of the screen or click on the menu options in the left column.
 Service Reporting Documentation
In order to view the documentation as a PDF, click on the Printable Service
Reporting Documentation link highlighted in yellow in the upper right corner of
the screen. This option will allow the documentation to be printed and offers the
functionality for searching the entire document.
 Add Service Document

Overview

This option can be used to store supporting documentation related to a repair. A

variety of formats including photos, MS Word & Excel documents, text, and PDF
files are supported. There is a 3 MB limit to the size of the documents that can
be added.

Location in SIMSi

The option, Add Service Document, is located in SIMSi from the Service
Reporting tab.

User Scenario

You have a repair that requires several parts to be replaced that might appear
unrelated to the part causing failure. To guarantee that the claims analyst
realizes that all parts replaced were related to this failure, you decide to provide
Caterpillar with a MS Word document explaining your repair procedure and
several photos of the failing part and its resultant damage.

This task can be completed by selecting the Service Reporting tab at the top of
the SIMS page and then the Add Service Document option in the left navigation
bar. The page displayed below will be presented for the your completion.
 Add Service Document
Entering the required information and clicking the Add Record button at the
bottom of the page will store the supporting documentation for later viewing using
the View Service Document or Sales/Service by Serial Number options (*see
notes at bottom). A dealer code, repair date, serial number, part number group
number, document description and document file path are required. Additionally,
at least one of the work order, dealer claim or service claim number is also
required. The following describes how to complete each piece of information
related to the repair:

Dealer Code: Each dealer and its branches are assigned a unique dealer code. Enter
the dealer code that pertains to the dealer or branch that performed this
repair.

Repair Date: Enter the date that this repair was made. The date should be entered in
the customary sequence for your location. The date March 25, 2004 can
be entered: 03/25/04 in the U.S, 25/03/04 in Europe, or 25Mar2004 in
International format.

Serial Number: Enter the prime product serial number for the product being repaired and
identify whether this product is a Cat or Non-Cat product. !!!Note – when
you are working on the engine for a Caterpillar product you should enter
the serial number from the product – not the engine serial number.

Part Number: Enter the part number that caused the failure on the product being
repaired and identify whether this part is a Cat or Non-Cat part.

Group Number: Enter the group number that the part number previously specified
belongs to and identify whether this part is a Cat or Non-Cat group. This
can be found at the bottom of your Caterpillar parts book page or using
SIS web (https://sis.cat.com) and looking for the highest level group..

Work Order: Enter the work order number assigned at your local dealer related to this
repair. A maximum of 10 alphanumeric characters can be entered.

Dealer Claim: Enter the dealer claim number assigned at your local dealer related to
this repair when it is a claim. A maximum of 8 alphanumeric characters
can be entered.

Service Claim: Enter the service claim number assigned by Caterpillar related to this
repair when it is a claim. A maximum of 7 alphanumeric characters can
be entered.

Document
Description: This is description of the documentation being added. This should be a
name that helps you and others understand what the documentation
pertains to.
 Add Service Document
Document
File Path: This is complete file name including the path of the documentation to
attach. A sample document file path is C:\My Pictures\IMG01205.jpg.
Select the Browse button to the right of the Document File Path field to
search for a file containing supporting documentation.

Information entered using this option can be immediately viewed using the View
Service Document or Sales/Service by Serial Number options. A camera will
be displayed in the View Document column in the service history portion of the
Sales/Service by Serial Number report when supporting documentation has been
added using this option.

NOTES
* A Service Report (SIMS Ticket) or Claim is not required prior to using the Add Service
Document option. Documents sent without a corresponding Service Report or Claim can only
be viewed using the View Service Document option.

* Care should be taken when adding supporting documentation to a Service Report or Claim
to make sure that the information entered using the Add Service Document option matches
the information entered on the Service Report or Claim. If the information does not match, the
supporting documentation will not be viewable from the Sales/Service by Serial Number
report.
 View Service Document

Overview

This option can be used to view supporting documentation added using the Add
Service Image option.

Location in SIMSi

The option, View Service Document, is located in SIMSi from the Service
Reporting tab.

User Scenario

A customer brings in their D11 with a cracking radiator. You remember that a
few weeks back you had a similar repair for which you used the Add Service
Document to document pictures and the details of the repair. You want to review
the pictures to see if this repair is similar.

This task can be completed by selecting the Service Reporting tab at the top of
the SIMS page and then the View Service Document option in the left navigation
bar. From the following screen, a user may inquire on previously added
information.
 View Service Document
This page contains many fields for inquiry. At least one of these fields is
required, but any combination may be entered. For a more detailed search,
more information may be selected by filling in the additional fields. The following
describes how to enter each piece of information related to the repair:

Repairing Dealer: Each dealer and its branches are assigned a unique dealer code. Enter
the dealer code that pertains to the dealer or branch that performed this
repair.

Work Order: Enter the work order number assigned at your local dealer related to this
repair. A maximum of 10 alphanumeric characters can be entered.

Dealer Claim: Enter the dealer claim number assigned at your local dealer related to
this repair when it is a claim. A maximum of 8 alphanumeric characters
can be entered.

Service Claim: Enter the service claim number assigned by Caterpillar related to this
repair when it is a claim. A maximum of 7 alphanumeric characters can
be entered.

Serial Number: Enter the prime product serial number for the product being repaired and
identify whether this product is a Cat or Non-Cat product. !!!Note – when
you are working on the engine for a Caterpillar product you should enter
the serial number from the product – not the engine serial number.

Part Number: Enter the part number that caused the failure on the product being
repaired and identify whether this part is a Cat or Non-Cat part.

Group Number: Enter the group number that the part number previously specified
belongs to and identify whether this part is a Cat or Non-Cat group. This
can be found at the bottom of your Caterpillar parts book page or using
SIS web (https://sis.cat.com) and looking for the highest level group..

Serial Number
Prefix: Enter the first three positions of the prime product serial number for the
product being repaired. !!!Note – when you are working on the engine for
a Caterpillar product you should enter the serial number prefix from the
product serial number – not the engine serial number.

Manufacturer
Model: Enter the model of the prime product being repaired. Can choose
whether the model is equal to or begins with the value entered.
 View Service Document
The last available option is Rows to Display which allows a user to specify how
many rows should be displayed for the search results. This number must be
greater than zero, but less than or equal to 250.

Now that all of the information has been entered into the screen, a user has three
options. In order to continue with the search and display the results, the Search
button should be chosen (as shown above). If a new search needs to be
specified, the Clear All Fields option may be chosen which will clear all the fields
on the screen. The last option, Preferences, allows a user to choose and store
as default which fields should be displayed on the search results page and the
number of rows displayed.

Once the Preferences link is clicked, the following screen will appear. This
screen allows users to change the way that the information is displayed and
stored according to their own preferences. For more information about the
Preferences screen, please refer to the Preferences section for Sales/Service by
Serial Number.
 View Service Document
After all of the specified search data has been entered into the search screen,
click on the Search button to display the search results (as shown below).

Notice that a user may switch to Excel format from this screen by choosing one
of the links at the top of the page. There is also a Check All and a Clear All link
at the top. Check All will check mark all of the records on the current screen.
Clear All will clear of the checked boxes on the current screen. Also, if there are
more rows of data, click on the Next Results link to see more records.

As shown above by the serial number column, some of the records have fields
that are underlined. By clicking on these links within the record, more data may
be displayed for that particular record. For example, if the first serial number,
BXS17774, in the Serial Number column were clicked, the Sales/Service by
Serial Number screen would display with the information for that serial number.
This option is also available for the Repairing Dealer column, which shows the
Repairing Dealer screen.
 View Service Document
Clicking the Download option for a record will display the following window.

Clicking the Close button will close the window. Clicking the Download button will
display the following window, giving the user the option to open the document or
to save it to their computer. Only one document can be downloaded at a time.
 View Service Document
Selecting the View link to the left of a row of information will cause a repairs
supporting information (pictures, documents, etc) to be displayed. Selecting
each of the checkboxes on the left side of the rows that you want to display and
then clicking any of the View link will cause the first of selected document to be
displayed. You can scroll through the remainder of the selected documents
using the Next and Previous buttons. A maximum of 25 documents may be
selected when selecting multiple images for view. The following shows a sample
of the supporting documentation display page

You may find that scrolling through word documents causes a new window to be
displayed for each document. This can be corrected by following the instructions
found under the Setup Help link found in the upper right hand corner of view
page.

Supporting documents may be printed directly from the view page. To print,
select the Print button and choose a printer while viewing the supporting
documentation.
 View Service Document
Finally, supporting documentation (pictures, documents, etc) can be linked to
from several other places. Sales/Service by Serial Number is probably the most
notable. A camera will be displayed in the View Image column in the service
history portion of the Sales/Service by Serial Number report when supporting
documentation has been added for the Service Report or Claim. Clicking on the
camera will display the list of supporting documentation specifically related to that
repair.
 Add ECM Download

Overview

This option can be used to manually save ECM downloads to SIMSi. Caterpillar
Dealers, TEPS/AMD (Second Level) and Fleet dealers need to save Engine
Control Module (ECM) downloads associated with a repair. At the time the unit
comes into a Service Shop, the CAT ET is to be connected to the engine and the
ECM download should be recorded. It is saved as a ‘Warranty Report’. As part of
this process, the download is automatically sent and saved in SIMS. If the shop
experiences problems with their computer, they may elect to save the download
to a computer file to be downloaded in SIMS at a later date.

Location in SIMSi

The option, Add ECM Download, is located in SIMSi from the Service Reporting
tab.

User Scenario

You have a unit come into the shop. After connecting the CAT ET to the engine
and attempting to get the ECM download, you experience a problem with the
computer and are unable to successfully send the ECM download. You decide to
save the ECM download to your computer and save to SIMSi manually later.

This task can be completed by selecting the Service Reporting tab at the top of
the SIMS page and then the Add ECM option in the left navigation bar. The page
displayed below will be presented for your completion.
 Add ECM Download

Clicking the Browse button will provide the option to point to the ECM Download
(saved as a .xml file) on the computer. Once the file has been selected, clicking
the Open button will return to the Add ECM Download screen.
 Add ECM Download

The ECM File Path on the Add ECM Download screen will now be populated.

Browsing to the ECM download and clicking the Add Record button at the bottom
of the page will store the ECM Download for later viewing using the View ECM
Download option.
 View ECM Download

Overview

This option can be used to view ECM downloads added using the Add ECM
Download option, as well as those sent by the CAT ET.

Location in SIMSi

The option, View ECM Download, is located in SIMSi from the Service Reporting
tab.

User Scenario

You would like review the ECM Download from a previous repair.

This task can be completed by selecting the Service Reporting tab at the top of
the SIMS page and then the View ECM Download option in the left navigation
bar. From the following screen, a user may inquire on previously added ECM
Downloads.
 View ECM Download
This page contains many fields for inquiry. At least one of these fields is
required, but any combination may be entered. For a more detailed search,
more information may be selected by filling in the additional fields. The following
describes how to enter each piece of information related to the repair:

Repairing Dealer: Each dealer and its branches are assigned a unique dealer code. Enter
the dealer code that pertains to the dealer or branch that performed this
repair. Multiple dealer codes can be entered.

Serial Number: Enter the prime product serial number for the product being repaired and
identify whether this product is a Cat or Non-Cat product. !!!Note – when
you are working on the engine for a Caterpillar product you should enter
the serial number from the product – not the engine serial number.

Confirmation
Code: Each successful transfer using the CAT ET will result in confirmation
code being provided. Enter the confirmation code that pertains to the
dealer or branch that performed this repair.

Serial Number
Prefix: Enter the first three positions of the prime product serial number for the
product being repaired. !!!Note – when you are working on the engine for
a Caterpillar product you should enter the serial number prefix from the
product serial number – not the engine serial number.

Another available option is the Repair Start Date and Repair End Date fields,
which allows a user to restrict the search to certain dates. By choosing one of
these options and specifying a date in the box to the right, the search will be
restricted to records that have been entered either before or after that date.

The last available option is Rows to Display which allows a user to specify how
many rows should be displayed for the search results. This number must be
greater than zero, but less than or equal to 250.
 View ECM Download
Now that all of the information has been entered into the screen, a user has three
options. In order to continue with the search and display the results, the Search
button should be chosen (as shown above). If a new search needs to be
specified, the Clear All Fields option may be chosen which will clear all the fields
on the screen. The last option, Preferences, allows a user to choose and store
as default which fields should be displayed on the search results page and the
number of rows displayed.

Once the Preferences link is clicked, the following screen will appear. This
screen allows users to change the way that the information is displayed and
stored according to their own preferences. For more information about the
Preferences screen, please refer to the Preferences section for Sales/Service by
Serial Number.
 View ECM Download
After all of the specified search data has been entered into the search screen,
click on the Search button to display the search results (as shown below).

Notice that a user may switch to Excel format from this screen by choosing one
of the links at the top of the page. There is also a Check All and a Clear All link
at the top. Check All will check mark all of the records on the current screen.
Clear All will clear of the checked boxes on the current screen. Also, if there are
more rows of data, click on the Next Results link to see more records.

As shown above by the serial number column, some of the records have fields
that are underlined. By clicking on these links within the record, more data may
be displayed for that particular record. For example, if the first serial number,
MME02035, in the Serial Number column were clicked, the Sales/Service by
Serial Number screen would display with the information for that serial number.
This option is also available for the Repairing Dealer column, which shows the
Repairing Dealer screen.
 View Service Document
Selecting the View link to the left of a row of information will cause a repairs ECM
Download to be displayed. Selecting each of the checkboxes on the left side of
the rows that you want to display and then clicking any of the View link will cause
the first of selected document to be displayed. You can scroll through the
remainder of the selected documents using the Next and Previous buttons. A
maximum of 25 documents may be selected when selecting multiple images for
view. The following shows a sample of the supporting documentation display
page

You may find that scrolling through word documents causes a new window to be
displayed for each document. This can be corrected by following the instructions
found under the Setup Help link found in the upper right hand corner of view
page.

Supporting documents may be printed directly from the view page. To print,
select the Print button and choose a printer while viewing the supporting
documentation.
 View Service Document
Finally, supporting documentation (pictures, documents, etc) can be linked to
from several other places. Sales/Service by Serial Number is probably the most
notable. A camera will be displayed in the View Image column in the service
history portion of the Sales/Service by Serial Number report when supporting
documentation has been added for the Service Report or Claim. Clicking on the
camera will display the list of supporting documentation specifically related to that
repair.
 Validate Part or Group Number
Overview

The Validate Part or Group Number option allows users to check if a part or
group number is valid.

Location in SIMSi

The option, Validate Part or Group Number, is located in SIMSi from the Service
Reporting tab.

User Scenario

By selecting the Validate Part or Group Number option, the following screen will
appear:

To find if a part or group number is valid, type in the part or group number that
you would like to check. In order to view the information click the Search button.
 Validate Part or Group Number

The following screen will appear after clicking the search button:

This screen shows the part or group number and its description. It also shows if
the number is a valid part or group number. If another part or group number
needs to be checked, the part or group number may be entered in the Part/Group
Number to Validate text box. Next, click on the Search button to check that
number.
 Validate Part or Group Number
Another option that is available from this screen is to View PDF Report as shown
below:

By clicking on this option, a new screen will appear that displays the part or
group number information in PDF format. This will allow the information to be
printed. The following is the PDF screen that will appear:
 Equate

Overview

This option provides the matching codes that equate to one another.

Location in SIMSi

The option, Equate, is located in SIMSi from the Service Reporting tab.

User Scenario

From this screen, a user may enter up to ten codes that need to be equated. The
types of codes that may be equated include: Group Number/Substitute Group
Number, Part Number, DT Code, F Code, Product Problem Code, and Part
Defect Code. These options may be selected by clicking on the down arrow of
the drop down box on the right hand side of the text boxes as shown below.

More than one type of code may be entered on the main equate screen. The
results will all be displayed by clicking on the Search button. By clicking on the
reset button at the bottom of the page, all fields will return to blank and the drop
down boxes will return to the default, Group Number/Substitute Group Number.
An example of sample data is shown on the next page.
 Equate

The results may be displayed in two different report formats: Normal and PDF.
This may be altered by clicking on the down arrow of the drop down box next to
Report Format. The following screen shots are the results that are displayed in
Normal view.
Equate
 Equate

By choosing the PDF format from the Equate Search screen, a printable version
of the results is displayed as shown below. To close this screen, click on the X in
the upper right hand corner of the screen.
 Service Reporting Statistics

Overview

This option allows inquiry for service statistics performed on a certain repairing
dealer.

Location in SIMSi

The option, Service Reporting Statistics, is located in SIMSi from the Service
Reporting tab.

User Scenario

From the following screen, a user may type in a repairing dealer. Also notice to
the right of the repairing dealer entry box there is a check box labeled “Include
related dealers”. This box allows a user to select all related dealers to the dealer
code that was entered in the entry box. Click on the box to select this option and
a checkmark will be displayed in the box. Another available option is the Report
Start Date and Report End Date fields, which allows a user to restrict the search
to certain dates. Notice that to the right of the date fields is an icon that looks like
a desk calendar. For more information on this icon, please refer to the user
scenario for Report Service. Both the Dealer Code and Date fields are required.
The difference between the Start and End dates should be 12 months or less.
 Service Reporting Statistics
Now that all of the information has been entered into the screen, a user has two
options. In order to continue with the search and display the results, the Search
button should be chosen (as shown above). Or if a new search needs to be
specified, the Clear All Fields option may be chosen which will clear all the fields
on the screen.

After all of the specified search data has been entered into the search screen,
click on the Search button to display the search results (as shown below).