7.
Some technicians will be required to enter all the information into the
Service Report
Some technicians will receive a Service Report partially completed,
enter their required areas, and then someone else will finish it
Some people other than technicians will record information into the
Service Report.
Some dealers will upload information to DBS
Some dealers will use Service Report as a standalone application
There are many scenarios this document will not address the
specific scenario, but rather the functionality within the Service
Report itself.
An understanding of what belongs in a Service Report is implied.
Windows 7
Tested
Supported
32 & 64 bit
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Scroll Bar
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Original Position
New!
On re-open of
Service Report
Same size
Windows
Same sections
open
Same location
on screen
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Upload Utility
New!
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Training Material
https://dealersystems.cat.com/cda/layout?m=316515&x=7
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Segments
Default Segment # added to Preferences
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In-Promise-Out Dates
Dates are blank
until checked
and completed.
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Spell Check
Technician can
spell check one
segment at a time
Delivery Date
Provides option
to not specify a
date
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before
now
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Improved Searching
then
now
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IT benefit
Ability to log more entries
Faster logging
Text files created
Smaller files to mail in
More information logged
Circular log files (max size, purge)
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Screen
Menus
Segments
Report Sections
Integration
Customization
Toolbar
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Segments/Operations
Segments pane shows all segments
and operations
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Segments/Operations
Add
Click Add Segment
Click Add Operation
Rename
Select segment/operation
Click Rename
Delete
Select segment/operation
Click Delete
Receive/confirm message
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Entering Text
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Menus
File
New, Open, Save
Export, Print, Send, Search, Exit
Edit
Language Template
Spell Check, Add Attachment
View
Expand/Collapse Sections
Service Report/Customer Report
Preferences
Help
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Toolbar
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Toolbar
Help
Print Report
Attach a File
Spell Check
Flyover text
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Segments
Header Information
Entering Work Order, Model and Serial Number in the Report
Header Section, displays that information to the top of the report
once the cursor is established in another field
Saved Service Report name is WO number and the date; i.e., 122-09 Trng_01_22_09.stw
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Sections
Each section can be opened
independently by clicking on the name
of Section or the arrow.
All sections can be opened by Expand
All Sections tool, from View Menu, or
Ctrl E
All sections can be collapsed by
Collapse All Sections tool, from View
Menu, or Ctrl L
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Sections
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Integrate
from other applications
Cat ET Reports
Technical Analysis Reports
SIS Parts Lists
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Application Data
Application Data Section is the receiving bin for reports from Cat
ET and TA.
The send to service report action is initiated from the sending
application.
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Customization / Preferences
Dealer Logo
Charge Codes
Job/Component
Codes
Labor Codes
Customer Report
Import Header
Info from SIS
Show/Hide
Report Sections
Default Empl ID
Default Export
Location
Default Save
Location
Default Segment
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Dealer Logo
Codes
Charge
Used in Misc Costs and Mileage sections
Labor
Used in Labor section
Charge and Labor Codes
Maintained in Preferences
View -> Preferences -> Labor/Charge Codes tab
To add or remove, reference HELP files
Job/Component
Used in Segment/Operation sections
Maintained in Preferences
View -> Preferences -> Job/Component Codes tab
To add or remove, reference HELP files
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Codes
Code
Charge
Labor
Maintained in
View ->
Used in
Preferences ->
Labor/Chage
Misc. Costs & Mileage Codes Tab
Labor/Chage
Labor Section
Codes Tab
Job/Component Segment/Operations
Downloaded from
DBS
Job Components
Tab
To add or
remove,
reference
HELP file
Return
Return
Customer Report
Customize the title of the Customer Report:
1.
2.
3.
4.
Return
Return
From SIS
To Service Report
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Report Locations
Exported and Saved Reports
Export/Save to Default Location after set
Read detailed instructions in Help
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Default Preferences
Employee ID Dealer Code
Segment Number / Name
View -> Preferences ->
Preferences tab
Read detailed
instructions in Help
Return
Language Template
View -> Preferences -> Preferences tab
Allows for altering Service Report titles
Find detailed instructions in HELP
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Save/export as PDF
Print Report
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Save/Export as PDF
1. Choose from the Tool Bar or
File Menu -> Export as PDF
2. Choose location and/or file name
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Print Report
Choose from the Tool Bar or File Menu -> Print
Print Preview functions as in other Windows
programs
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Email limited to
Outlook or Lotus
Notes (clientbased)
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Email limited to
Outlook or Lotus
Notes (clientbased)
Return
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Why Unlock?
For shops using Shared Computers
Prevents next PC user from closing an open report
without saving
Prevents inadvertent change of information in
Service Report
Allows completed report to be unlocked and
uploaded to DBS
Allows another person access to same Service
Report from another PC (if saved on network drive)
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Unlock Process
Technician Opens/Saves Service Report
Service Report now in LOCKED state
Nobody else can edit in this state
Service Report cannot be uploaded in this state
Technician Saves/Closes Service Report
Service Report now in UNLOCKED state
Anybody can edit in this state
Service Report can be uploaded in this state
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Spell Check
Choose from the Tool Bar or
Edit Menu -> Spell Check
Detailed instructions in Help
Attachments
Digital Images or Files
Choose from the Tool Bar or Edit Menu -> Add Attachment
File Attachments Section - ADD
Detailed instructions in Help
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Additional Information
Contact the ADMS (Accenture Dealer Management Services) Help
Desk for Software Help or Training Requests
Support.ADMS@Accenture.com
Voice: 800-765-0999 or 309-675-4000
Fax:
309-674-4080
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