STW Basics 2006A

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Service Technician WorkbenchThe August 2005 to current date Flash File search DVD’S contains all SIS and STW training information. Refer to the Training folder.

Basics2005B

Table of ContentsIntroductionSoftware LicensingStartupFlash File SearchService ReportSIMS DBS Upload UtilityBookmarksFeedbackSummary

What is STW?SIS, Cat ET, Data View, CBT, TA1 & TA2

Flash FilesThe Service Technician

Workbench is an integrated package of

software tools, designed to assist the Caterpillar

Service Technician during the

machine repair process.

Workbench Features

ServiceInformation

System

ServiceInformation

SystemComponent Based

TroubleshootingComponent Based

Troubleshooting

ElectronicTechnicianElectronicTechnician

DataViewDataView

Service Technician Workbench

FlashFile

Search

FlashFile

Search

ServiceReport

ServiceReport

Consolidated PackageDistribution & InstallationCommon Look & FeelSingle Sign-onSingle Support SourceIntegrated Applications

Generate Service ReportIncrease ProductivitySend Feedback to CatInvoiced Only for Applications Subscribed (SIS and/or ET)

TechnicalAnalysis

I & II

TechnicalAnalysis

I & II

DataTechnicianDataTechnician

Caterpillar SISParts & Technical Service InformationParts & Technical Service Information

All SIS access methods are available to STW AppsSIS Web SIS DVD Data Library Network SISAll SIS access methods are internet browser based.

Parts ManualsService ManualsSchematicsToolingPeriodicals

Service MagazinesEngine News

Additional Information Types and various ways of searching information

• Search and view service information• Create parts lists and integrate with DBS

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

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

Caterpillar DataViewDiagnostic tool to measure and record sensor dataDiagnostic tool to measure and record sensor data

Use with a Personal ComputerSupports Individual Sensor Inputs including remoteSupports all Cat Electronic SensorsRecords and Displays Real-Time Sensor Inputs

9 Input ChannelsRead

TemperaturePressureBlowbyFrequencyPulse Width Modulated Inputs

• Use on Cat Electronic and Non-Electronic Products

Component Based TroubleshootingService Support Tool to Troubleshoot Cat EquipmentService Support Tool to Troubleshoot Cat Equipment

Troubleshoot Engine and Machine symptomsTechnician identifies the symptom.Service information relevant to the the symptom is provided.

Links to Diagnostic CodeTechnician uses information available to identify problem.Available in SIS Web and through STW.

• Troubleshoot systems and diagnostic codes

Technical Analysis I & IICaterpillar Inspection SoftwareCaterpillar Inspection Software

Designed to increase machine and engine productivityIdentify 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 TipsReportsHTML type file can be sharedSearch tool for previous reportsCan be added to STW service report

• Perform Visual and in depth machine inspections

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

M300 & ChallengerService Support Tool for M300s & ChallengersService Support Tool for M300s & ChallengersSpecific software for the unique needs of this equipment

Diagnostic Codes

Event Codes

Real-time Status Parameters

Calibrations

ECM Configuration

• Developed for Caterpillar Products


SOFTWARE LICENSING

Table of Contents

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

License PromptIf STW has not been licensed, it will display this message during start-up.

Clicking OK will open the licensing window.

License Window

The License window displays information that will be needed in addition to the computer’s serial number.

A ‘license key’ will be given to be entered into the

License Key text box to activate all features of STW.

Use the web at anytime!


STARTUP

Table of Contents

User Admin

Once the Caterpillar Service Technician Workbench has been installed, locate the Workbench User Administration icon on

the PC’s desktop and double click on it.

Adding a UserComplete 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, then click Add; a User Password prompt will need to be set.

Start STW

To start the Caterpillar Service Technician Workbench, locate the program icon on the desktop

and double click on it.

STW LoginThe Service Technician Workbench - Login

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

Product IDSerial 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.

Product ID ModelsIf the serial number information is unavailable, click on the Models button to view a list of available models.

Models SelectionThe 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.

Enter S/NEnter a 9TZ S/N Prefix and a Work Order number into the fields provided and then click OK.

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 Homeicon returns to

this Home page from any STW

application.

The Current Session information block reflects the information entered in the

Product Identification window.

Home Page (2)The Tool Bar contains buttons that allow quick access to some menu functions. Icons are added to the basic STW

Tool Bar when an application or report is activated.

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 STWsession or start a WinFlash session within ET.

Home Page (4)

Expand the Presentations topic to choose to 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. License

Information displays the window for entering the License Key.


FLASH FILE SEARCH

Table of Contents

Open FFS

Click on the Flash File Search icon on the launchpad.

S/N FFSTo find the latest flash file part numbers for a given serial number,

type in the full serial number and click on Find Latest button.

Save Flash File

The first file listed under a component is the latest flash file for the indicated component. Click to highlight the desired file and then click Save to save the file. Files may not need to be saved before flashing.

P/N FFSTo 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 it and then access WinFlash from within Electronic

Technician by clicking Launch WinFlash.


SERVICE REPORT

Table of Contents

Open Service Report

The STW Service Reportprovides the means to record the activities performed within STW applications. To view a Workbench report select the Service Report icon on the

Launch Pad.

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.

Section TabsThe Collapse All Sections (Blue)

icon on the toolbar will make all sections a gray bar with the title of the 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 entered

into the active segment. Click the segment number to

make the segment active.

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.

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. Other information within Cat ET may be added to the service report when the icon is available. This information can not be deleted.

Add Cat ET Information to the Service ReportActive Diagnostic Codes are added to the service report successfully. This information cannot be

deleted

Application Data - Attach

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.

Add information from other STW applications to the service report.

Application Data AttachTA1 and TA2 Inspection Analysis is added to the service report. This information can not be deleted.

Adding Digital Files

A digital image may be inserted into a service report in order to share information 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 if desired. Select Save.

Save As XML From the File drop down menu,

select Save As to save the report in .PDF or .XML file format for sharing with administrative

personnel or uploading .XMLfile data to DBS.

Starting with 2005A, Saved

Service Reports (XML) Files can be opened in the

STW Service Report.

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 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.

Service Report Utility

A Service Report Utility is installed to edit existing service reports or to create new reports in .XML file format. Technicians may edit service reports 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 a different 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.

PrintingClick the Print Report icon in the

Tool Bar, or Print from the File drop down menu, allows printing the report.

A Print Preview icon is provided to enable a preview of the service report

before printing.

Switch ReportsClick Edit and the click Switch To

Customer Report to view the Customer Report.

Custom ReportIn this example, the Part Causing Failure section is not included in the Customer Report; a signature block is

available to be signed on a printed version. The fields to display and print are selectable for both report variations. TheSignature Block Appears when Print Preview is selected from within the STW service report or the customer service

report is printed.

PreferencesSelect Preferences under the Viewmenu to display the View Properties

window.

Service Report fields

are selectable for displaying and printing two service

report variations – a

more 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

Select SIS Access

Select the SIS access method to be used with STW. Network SIS will require additional information from the IS

department.

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.

Spell Check the Service Report

Select the Spell Checker Icon on the tool bar to spell check the editable sections of the service report.

Spell Check – Service Report

The word not in the dictionary is displayed and highlighted.


SIMS DBS UPLOAD UTILITY

Table of Contents

Upload Utility Icon

A SIMS DBS Upload Utility can be optionally installed to automate the transferring of data from .XMLformat Service Reports into DBS.

The utility is a separate install located on the STW 2005A CD

and places an icon on the computer’s desktop. Technician’s would install this utility separately

after the STW install.

Double-Click the SIMS DBS Upload Utility icon to open and then transfer

data entered in the service report to

DBS.

File Selection

Data from .XML file format Service Reports can be uploaded to DBSdatabases 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.

Use the Shift-click method to select

a range of reports. Use the Ctrl-click method

to select individual reports

or click the service report file

to upload one service report.

For upload and creation of SIMS ticket:SIMS Required Fields

Work Order SegmentEmployee IDSMU Hours/Miles/Kilometers Service DatePart NumberWork Order NumberPart NameQuantitySecondary Description CodeGroup Number Containing PartProduct InoperablePart Failure Comments (20 character limit)

VerificationFiles are validated for the correct information. If an error is found, this screen presents the options of editing the report to correct the

indicated error and resubmitting, ignoring the report in error or canceling the entire update.

ResultsOnce the upload is completed, a confirmation window displays the results.

Upload SelectionRepair Background notes, SMU values, Part Causing

Failure and Labor & Travel Times are optional uploads to DBS from .XML format service reports.

Additional information

about uploading labor

to DBS is available in the getting started guide. Access

Help from menu bar at the STW Home Page and

select the guide.

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 is more versatile than using Bookmarks.

Table of Contents

Toolbar IconBookmarks allow re-opening SIS and other

applications to the pages that were open when a bookmark was created. Bookmarks can be

created 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.

BookmarkThe 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.

To create a new folder, choose File, New, New Folder from the drop-down menu.

New FolderThe New Folder window displays. Type in the folder’s name and press the OK button.

Create BookmarkTo 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 Nameand type a bookmark file name. Then click the Create button.

Locate BookmarkTo 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.

Retrieve BookmarkLocate the desired bookmark and double click to reopen it.

The Bookmarks window would close and the bookmarked location opened

within STW; then, continue working with the screens, data and service report.

Importing / Exporting BookmarksIf necessary, create the folder to receive the exported

bookmarks. The new folder can be created on a shared network drive if the bookmarks are being backed up or

stored.

Create the folder to receive the bookmarks before beginning the export bookmark process.

Toolbar Icon

Open STW and Then Open the Bookmark

Window

Export BookmarksSelect 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 leftclick to select a range of files and folders. When a folder is selected, all files within the folder will be selected.

Select Edit from the menu and then choose SELECT ALL to export all bookmarks. All bookmarks will go to one 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

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 or you 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

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.

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


WORKBENCH FEEDBACK

Table of Contents

Toolbar IconTo provide feedback to Caterpillar concerning any of the Workbench applications, click on

the Feedback button on the Tool Bar.

Feedback FormWithin the Feedback Form please provide detailed

information about the issue or recommendation. Then click on the Save button.

Storage SpaceThe 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

computer’s hard drive and can be sent or exported later.

Send FeedbackWhen STW starts, it may display a reminder to send saved Feedback. Feedback may be sent at anytime without waiting to be prompted.

Click the Feedback button again to access the feedback window.

Send or ExportThere are two ways to send feedback. If connected to the internet, Send the feedback directly; otherwise,

Export the feedback to a floppy disc and have the feedback sent from a connected computer.


SUMMARY

Table of Contents

Why Use STW?• 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

installation CD.• Latest presentations (.pdf or .ppt file format) available at

https://psmktg.cat.com/srvtrng/elearn/stw/ if this link does notwork, 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 Networkhttps://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 for

training sessions in Peoria or at your location.

https://psmktg.cat.com/srvtrng/elearn/stw/

https://kn.cat.com/cat.cfm?id=5079

Workbench SupportSingle Source of Support

End Table of Contents

Documents

STW Basics 2006A