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Service Technician Workbench
The August 2005 to current date Flash File search DVD’S contains all SIS and STW training information. Refer to the Training folder.
Table of Contents
Introduction Software Licensing Startup Flash File Search Service Report SIMS DBS Upload Utility Bookmarks Feedback Summary
What is STW?
The Service Technician Workbench is an integrated package of software tools, designed to assist the Caterpillar Service Technician during the machine repair process.
SIS, Cat ET, Data View, CBT, TA1 & TA2 Flash Files
Workbench Features Consolidated Package Distribution & Installation Common Look & Feel Single Sign-on Single Support Source Integrated Applications Generate Service Report Increase Productivity Send Feedback to Cat Invoiced Only for Applications Subscribed (SIS and/or ET) Service Technician Workbench Electronic Electronic Technician Technician Component Based Component Based Troubleshooting Troubleshooting DataView DataView Service Service Report Report DataTechnician DataTechnician Service Service Information Information System System Technical Technical Analysis Analysis II& II & II Flash Flash File File Search Search .
Parts Manuals Service Manuals Schematics Tooling Periodicals Service Magazines Engine News Additional Information Types and various ways of searching information • Search and view service information • Create parts lists and integrate with DBS .Caterpillar SIS Parts & Technical Service Information All SIS access methods are available to STW Apps SIS Web SIS DVD Data Library Network SIS All SIS access methods are internet browser based.
Caterpillar ET Programs 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 Search Locates Latest ECM Flash Files Locates by Serial Number or Locates by Flash File Number Links to WinFlash • Remote access to ECM flash files .
Caterpillar DataView Diagnostic tool to measure and record sensor data Use with a Personal Computer Supports Individual Sensor Inputs including remote Supports all Cat Electronic Sensors Records and Displays RealTime Sensor Inputs 9 Input Channels Read Temperature Pressure Blowby Frequency Pulse Width Modulated Inputs • Use on Cat Electronic and Non-Electronic Products .
• Troubleshoot systems and diagnostic codes . Available in SIS Web and through STW. Service information relevant to the the symptom is provided.Component Based Troubleshooting Service Support Tool to Troubleshoot Cat Equipment Troubleshoot Engine and Machine symptoms Technician identifies the symptom. Links to Diagnostic Code Technician uses information available to identify problem.
Technical Analysis I & II Caterpillar Inspection Software Designed to increase machine and engine productivity Identify potential problems before they occur. Schedule repair when it is most effective for owner. Detailed in depth inspection (Ta II) Technical Tips Reports HTML type file can be shared Search tool for previous reports Can be added to STW service report • Perform Visual and in depth machine inspections . Quick visual inspection (TA I).
Service Report Support 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 • Automates service reporting Typing Is Minimized Spell Checker Upload Data To SIMS/DBS Multiple Segments Dealer & Customer Copies .
M300 & Challenger Service Support Tool for M300s & Challengers Specific software for the unique needs of this equipment Diagnostic Codes Event Codes Real-time Status Parameters Calibrations ECM Configuration • Developed for Caterpillar Products .
Service Technician Workbench 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.com • • • .cat.
License Prompt If 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! .
Service Technician Workbench STARTUP Table of Contents .
. locate the Workbench User Administration icon on the PC’s desktop and double click on it.User Admin Once the Caterpillar Service Technician Workbench has been installed.
this information is automatically included with Service Reports and also with Feedback. . then click Add. a User Password prompt will need to be set. enter User ID and employee information. Adding a User To add users.Complete the Dealer Information section.
locate the program icon on the desktop and double click on it. .Start STW To start the Caterpillar Service Technician Workbench.
This is the window used to provide a single sign-on for all Workbench applications. .STW Login .Login The Service Technician Workbench window displays.
. Product ID A serial number prefix. and work order number may be entered into the Product Identification window. M300 Technician or to troubleshoot diagnostic codes using Electronic Technician. Challenger Technician. TA I & II. This window populates Current Session information. must be entered to use CBT. arrangement. Service Report header and Feedback information. or full serial number. The Prefix/Serial Number determines which applications are displayed on the Launch Pad.Serial number.
.Product ID is unavailable. click on Models If the serial number information the Models button to view a list of available models.
Select a Family.The Model Selection window displays. This window is used to locate model and S/N. then select a Model’s serial number. Click OK to populate the S/N prefix or Cancel to close. Models Selection .
Enter a 9TZ S/N Prefix and a Work Order number into the fields provided and then click OK. Enter S/N .
The STW Home icon returns to this Home page from any STW application. model and status of the current application.The Launch Pad displays only the application icons that are installed. The Status Bar displays the serial number. licensed and are valid for the serial number entered. Home Page (1) 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. .
.A navigation panel is displayed on the STW Home page. the two subtopics are links to bring up the Product Identification window to restart a STW session or start a WinFlash session within ET. Home Page (3) The first item – Common Tasks – is displayed expanded by default.
Home Page (4) Expand the Presentations topic to choose to view What’s New in STW for this release or STW Basics (this presentation). License Information displays the window for entering the License Key. . The Support topic has two sub-topics: Help Desk displays contact information if assistance is needed on any STW application.
Service Technician Workbench FLASH FILE SEARCH Table of Contents .
.Open FFS Click on the Flash File Search icon on the launchpad.
type in the full serial number and click on Find Latest button. S/N FFS .To find the latest flash file part numbers for a given serial number.
Save Flash File The first file listed under a component is the latest flash file for the indicated component. Files may not need to be saved before flashing. . Click to highlight the desired file and then click Save to save the file.
.To check if a flash file number is the latest. type in the flash file part number and click on Find Latest button. P/N FFS Click on the latest flash file number to highlight it and then access WinFlash from within Electronic Technician by clicking Launch WinFlash.
Service Technician Workbench SERVICE REPORT Table of Contents .
Open 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.
.Edit Report Sections Segment 01 is default segment. Add. Rename or Delete the segments to be included in this report. The service report can be a multi segment report.
The Expand All Sections (Green) will expand all sections. . Data is typed or entered into the expanded sections. Any information entered into the service report will be entered into the active segment.Section Tabs The Active Segment is highlighted in blue. Click the segment number to make the segment active. The Collapse All Sections (Blue) icon on the toolbar will make all sections a gray bar with the title of the section included.
Select the gray bar again to Collapse the section.Section Tabs Select the gray bar to Expand a section. . Data is entered into the expanded section.
This information can not be deleted. .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. Other information within Cat ET may be added to the service report when the icon is available. Select the icon to add Active Diagnostic Codes to the service report.
Add Cat ET Information to the Service Report added to the service Active Diagnostic Codes are report successfully. This information cannot be deleted .
Select the icon to add the entire TA1 and TA2 Inspection Analysis information to the Application Data section of the service report. . The service report icon with the yellow plus sign is the Add to Service Report Icon.Attach Add information from other STW applications to the service report.Application Data .
This information can not be deleted.Application Data Attach TA1 and TA2 Inspection Analysis is added to the service report. .
Select Save. Enter a title for the image and enter comments if desired. . Select Browse for New Image within the Digital Images section. Select the file to be inserted in the service report.Adding Digital Files A digital image may be inserted into a service report in order to share information with a customer or supervision.
XML file format for sharing with administrative personnel or uploading . Saved Service Reports (XML) Files can be opened in the STW Service Report.Save As XML From the File drop down menu. . select Save As to save the report in .PDF or .XML file data to DBS. Starting with 2005A.
Select File and Session from within STW and then select From Report. Save the service report as an XML type file.Open Saved Service Report within STW A Saved Service Report can be opened within STW. .
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.Open Saved Service Reports within STW Select the saved service report and select open. Saving the report as a bookmark or XML file is the users preference. .
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.XML file format.Service Report Utility A Service Report Utility is installed to edit existing service reports or to create new reports in . . The service report may be installed on administrative PCs without STW. Technicians may edit service reports with this utility outside of STW. The Prefix and serial number in the service report utility is editable while retaining all other service information within the report.
A Print Preview icon is provided to enable a preview of the service report before printing. Printing . or Print from the File drop down menu.Click the Print Report icon in the Tool Bar. allows printing the report.
.Switch Reports Click Edit and the click Switch To Customer Report to view the Customer Report.
the Part Causing Failure section is not included in the Customer Report. The fields to display and print are selectable for both report variations. Custom Report . a signature block is available to be signed on a printed version.In this example. The Signature Block Appears when Print Preview is selected from within the STW service report or the customer service report is printed.
. Preferences 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 Job Code/Desc and Component Code and Description – Drop Down Box Labor Codes and Charge Codes can be pre-set for selecting from drop down boxes when editing the fields in the service report.Select Preferences under the View menu to display the View Properties window.
. Network SIS will require additional information from the IS department.Select SIS Access Select the SIS access method to be used with STW.
.Select International Settings Select the Language preferences. The time may be changed in the control panel time/time format box. The computer control panel settings may be accessed from this window. 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. .
Service Technician Workbench SIMS DBS UPLOAD UTILITY Table of Contents .
XML format 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.Upload Utility Icon A SIMS DBS Upload Utility can be optionally installed to automate the transferring of data from . Double-Click the SIMS DBS Upload Utility icon to open and then transfer data entered in the service report to DBS. . Technician’s would install this utility separately after the STW install.
> SIMS DBS Upload Utility folder. Use the Ctrl-click method to select individual reports or click the service report file to upload one service report. The utility is located in the Program File > Caterpillar Inc. . Data from . 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.File Selection Use the Shift-click method to select a range of reports.5.XML file format Service Reports can be uploaded to DBS databases easily.
SIMS Required Fields For upload and creation of SIMS ticket: Work Order Segment Employee ID SMU Hours/Miles/Kilometers Service Date Part Number Work Order Number Part Name Quantity Secondary Description Code Group Number Containing Part Product Inoperable Part Failure Comments (20 character limit) .
ignoring the report in error or canceling the entire update.Files 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. Verification .
a confirmation window displays the results. Results .Once the upload is completed.
XML format service reports. Part Causing Failure and Labor & Travel Times are optional uploads to DBS from . Upload Selection Additional information about uploading labor to DBS is available in the getting started guide. SMU values.Repair Background notes. Access Help from menu bar at the STW Home Page and select the guide. .
Saving and Opening the Service Report using Session from Report is more versatile than using Bookmarks.Bookmarks BOOKMARKS – Refer to the Service Report Section and Opening the Service Report from a Saved Service Report file for more information. Table of Contents .
Bookmarks can be created at any location within STW. Bookmarks from the dropdown menu or click on the Bookmarks icon in the Toolbar.Toolbar Icon Bookmarks allow re-opening SIS and other applications to the pages that were open when a bookmark was created. With the addition of Session From Saved Report. Select File. . Bookmarks are less necessary.
New. folders could be created for each technician. choose File. New Folder from the drop-down menu. .The Bookmarks window displays. This window displays a list of folders and any existing bookmarks. If multiple technician share a computer. Bookmark To create a new folder.
New Folder .The New Folder window displays. Type in the folder’s name and press the OK button.
Create Bookmark . Then click the Create button. then click in the text box to the right of Name and type a bookmark file name.To store a bookmark in the new folder. click on the new folder to highlight it.
To retrieve a bookmark. Locate 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.
The Bookmarks window would close and the bookmarked location opened within STW. then. data and service report. continue working with the screens. .Retrieve Bookmark Locate the desired bookmark and double click to reopen it.
The new folder can be created on a shared network drive if the bookmarks are being backed up or stored.Importing / Exporting Bookmarks If necessary. Create the folder to receive the bookmarks before beginning the export bookmark process. create the folder to receive the exported bookmarks. .
Toolbar Icon Open STW and Then Open the Bookmark Window .
Export Bookmarks Select the file or folder to be exported with the left mouse button. Hold the keyboard SHFT key and left click to select a range of files and folders. all files within the folder will be selected. Select Edit from the menu and then choose SELECT ALL to export all bookmarks. When a folder is selected. Hold the keyboard CTRL key and left click to select multiple files and folders. De-select folders and select individual bookmarks or select one folder at a time to export. Will select all files in the folder. All bookmarks will go to one folder. .
network drive.Select File and Export Select File and then select Export. You can choose any folder on the PC or you can select a folder on a different drive. 3 ½ floppy drive . etc. All bookmarks will be stored in the folder selected. . Select Export and the required files will be created in the selected folder. 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.
Left mouse click (select) the folder to receive the bookmarks. . Select File and select Import. Type the name of the new folder and click Create.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.
Select File and Import Browse for the folder that contains the bookmarks to be imported.Select the folder/files to be imported. Close the import window. Double-click a bookmark to open it. Select the folder and Select OK. . Select the files to be imported from within the Import window and select Import.
Service Technician Workbench WORKBENCH FEEDBACK Table of Contents .
click on the Feedback button on the Tool Bar. Toolbar Icon .To provide feedback to Caterpillar concerning any of the Workbench applications.
. Then click on the Save button.Feedback Form Within the Feedback Form please provide detailed information about the issue or recommendation.
The Thank you for using Feedback window appears and displays the amount of feedback storage space available and used on the computer. Storage Space . The feedback is stored on your computer’s hard drive and can be sent or exported later.
When 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.
There 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.
Send or Export
Service Technician Workbench
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
cat. copy and paste this URL: https://psmktg.Installation & Training • • Getting Started Guide is available on the root folder of the STW installation CD.cfm?id=5079 if this link does not work.com/cat. or for training sessions in Peoria or at your location.com/srvtrng/elearn/stw/ if this link does not work.cat.com/cat.ppt file format) available at https://psmktg.com/srvtrng/elearn/stw/ – Network access & Corporate Web Security password needed – Microsoft PowerPoint based presentations allow customization • Additional Information at the STW Knowledge Network https://kn.pdf or .cat. • • . Latest presentations (.cat. copy and paste this URL: https://kn.cfm?id=5079 Think Big at Vo-Tech Schools instructs using STW Contact (309) 675-1123 for virtual meetings over the internet.
Workbench Support Single Source of Support End Table of Contents .
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