0:
Putting It To Work
Caterpillar Inc.
Contents
Introduction
1
System Requirements.................................................................................................. 2
Caterpillar Support ...................................................................................................... 2
Reports
23
Contents i
ii Introduction
Introduction
CTS 2000 is a software tool that can be used by a dealer Parts and Sales
Service Representative to provide his/her customer a method for cost
effective management of machine undercarriage. It is an easy to use
program designed for field or office use.
CTS 2000 will allow a PSSR to:
Introduction 1
System Requirements
To use CTS 2000 V5.0 software, the minimum you will need is:
A Personal Computer, Desktop or Laptop with the following
configuration and peripherals:
IBM PC compatible with Pentium 266 MgHz, or greater, processor
64 MB RAM
1.0 GB hard disk drive (50 MB minimum)
3.5" 1.44 MB diskette drive
4x speed CD-ROM (minimum)
Super VGA adapter with external monitor port
11" or larger active matrix color screen
MPEG video support
16 bit sound card
Support for two type II PCMCIA slots
Pointing device such as a mouse or trackball; internal or external
Hayes compatible 28,800 bps data internal modem with v.42 and
MNP 0 error correction plus MNP 5 and V.42 bits data compression
RS232 port with 16550AF UART for FIFO buffering
A portable printer with graphics capability
PC Software Microsoft Windows 95, Windows 98, Windows 2000,
Windows ME, or Windows NT
Ultrasonic Wear Indicator (optional)
Caterpillar Support
If you have any questions or need more information about CTS 2000
support is available. If you have a problem that cannot be solved using
the on-line help, or by talking with your internal PC support person, feel
free to contact the Caterpillar PC Software Support hotline. The standard
hours or operation are between 6:30am and 6:00pm Central Standard
Time (CST), Monday - Friday (excluding Holidays). Messages left after
hours are answered the next business day.
US and Canada 1-888-826-5585
All other locations 1-309-266-1036
FAX 1-309-263-0127
Internet E-Mail CTS@CATSUPPORT.COM
2 Introduction
Using CTS
CTS 5.0 is a valuable tool for maintaining and monitoring equipment.
Using CTS will save you and your staff time while making your work
progress far more efficiently.
To better understand the process of entering machines into CTS 5.0, we
will examine the process of entering a machine into the system and
performing the functions available to a CTS user. It is recommended that
you manually enter this information to get a better idea of the use of the
screens and functions of CTS 2000 5.0. Follow along in this book to
learn all the steps taken when entering and maintaining a machine.
For the purposes of our demonstration, please follow this example: a
company called Sample Customer has purchased a new machine with the
model D8R. The PSSR in this scenario will be referred to as Your
Name.
Click on the ellipsis () button on the CTS 5.0 Data Sources window
and select the lesson.mdb file from the Custom Track Service v5.0
directory.
Click the Open button and then click the OK button. You will now need
to restart CTS 5.0 in order for the change to take place. After you have
restarted CTS, continue to the next section.
Entering a Machine
The next step in entering a new machine will be to click
Machine>Equipment from the menu. This will open up the Machine
screen, containing a grid which stores and displays all the machines
entered in CTS 2000 5.0.
This screen contains text boxes for search criteria that can be selected
from by clicking on the drop-down arrows to the right of each. The
search criteria that may be filled in include Customer, Manufacturer,
Model, Equipment Number, Serial Number, and Job Site. The more of
these criteria that you fill in, the more narrow your search will become.
If you wish to leave a specific search category blank, simply leave the
word All in the text box, where it will appear as default. When you
have filled in the appropriate boxes, click the Search button to display the
data you searched for.
The grid where the data appears is separated into columns containing
Customer, Customer Number, Model, Undercarriage Code, Serial
Number, Equipment Number, Inspection, Next Inspection Date, and Job
Site.
From this screen, you can export machines, copy machines, add new
machines, edit existing machines, and delete machines using the buttons
located at the bottom of the window.
To copy an existing machine, select the machine you wish to copy from
the list and click the Copy button on the bottom task bar of the Machine
Custom Track Service: Putting It To Work
screen. This function of CTS 5.0 allows you to copy the data entered for
a specific machine and create a new machine from it.
In order to enter a machine for this example, click on the Add New
button.
The serial number for this machine is 6YZ00200. Enter this in the Serial
Number text box. There is no Equipment Number.
In the comments section, we add any additional data that future PSSRs
should know about the machine. In this instance, we will enter Early
next month (at 4,200 hours) turn bushings, replace sprockets and swap
track rollers. This way the customer can see the future maintenance
needed has been noted.
The job site for this piece of equipment is the airport, which we will enter
in the appropriate text box.
In the box below, we enter the Customer Support Agreement
information, which will be a number assigned them by the dealer.
Below this, you will see the Track Assurance entry, wherein you may
click the box to indicate whether the machine is on a Track Assurance
program.
General Information
This tab is to be used to enter general information about an inspection in
CTS. Using the drop-down arrows, select Customer, Manufacturer,
Sales Model, Serial Number, Equipment Number, Job Site, PSSR,
Application and Inspection Date. In all these fields except Serial
Number and Equipment Number, you may add an item to the drop-down
list by clicking on the ellipsis () button to the right.
When you enter the serial number, the Hour Meter Works box becomes
checked in the Meter Detail section of the screen. When this box is
checked, CTS will automatically calculate the hours on the machine.
Additionally, when the serial number is selected, the U/C Code and U/C
Description appear in uneditable blue fields at the bottom of the second
column.
The next section is the Meter Detail section of the screen. In this section,
you may enter the Hours Per Week the machine is used, the machine's
Odometer Reading, and the Hours of the current Meter Reading. As
stated above, the box found here for Hour Meter Works will be checked
by default once a serial number has been entered. If you prefer that the
hours not be calculated automatically by the program, uncheck this box.
The section below is designated for Track Assurance, and displays the
date the machine was enrolled in a track assurance program, if any, as
well as the remaining Months, Days and Hours.
To the right is the Underfoot Conditions section, where you should enter
the conditions endured by the machine, by the criteria of Impact,
Abrasive, Moisture, and Packing. The entries in these fields will be
Custom Track Service: Putting It To Work
Measurements
After satisfactorily entering the necessary information in the General tab,
you may open the Measurements tab. From this tab you may enter the
measurements for components such as idlers, sprockets and track rollers.
Be certain to check the appropriate option indicating whether you want
the measurements recorded in English standard (Inches) or in Metric
standard (millimeters). This will have been set as a default in
Preferences>Inspections, but it is always a good practice to note the
selected unit of measure, as it greatly affects the results of all your
entered calculations and will not supply you with correct data when
reports are run.
You may enter data in the grid by clicking on a number and typing the
appropriate measurement. The Tool Used entries may all be edited by
clicking on them, which will open a list of tools available from which
you may choose. Blue fields are not editable. Red fields found under
Track Sag are editable.
When you have made all the adjustments you wish to enter, click on the
Percent Worn tab.
Percent Worn
The Percent Worn tab displays the percent worn percentages of all the
components included in the inspection. The Detail button appearing in
Track History can be clicked upon to display a Track Roller detail dialog
that shows the Percent Worn, Hours on Wear Surface and Projected life
of the left and right surfaces of all track rollers.
The Quick Report button creates an inspection analysis when clicked that
includes all of the percent worn percentages displayed onscreen. In the
Track Roller detail dialog, this same button creates a report containing
only the information for the track rollers.
Analysis
The fourth and final tab found on the Add Inspection screen is Analysis.
Within the grid on this screen, you will find entries containing the name
of the option, the date it was created, the hours at service, part cost, job
cost, misc. cost and total cost.
Clicking on the View button on the right side of the screen will bring up
a Run to Destruction graph created for the Inspection.
Clicking the Add button will open the Add Inspection screen, which is
where you may enter the specifics of your added inspection, such as a
name and creation date for it, and the components you wish to include.
These components will appear in the grid found under Details. Below
this you should also enter if there is any discount on either parts or labor,
which will affect the results of the analysis.
For information on Adding Analyses and the functions available from
that screen, see the Analysis topic later in this document.
Analysis
The Analysis screen can be opened by clicking on the Analyses button on
the toolbar or from the Add/Edit Inspection screen from the Analysis tab.
An analysis can only be run for equipment that have had an inspection
performed on them. The inspection provides a Run to Destruction
analysis for a piece of equipment. After this analysis exists, it is possible
to add further analyses to a machine. After the inspection has been
completed on the General Information, Measurements, and Percent Worn
tabs, you can click on the Analysis tab to add a new analysis.
By clicking the Add button on the Analysis tab, the Analysis Graph will
open in the Summary view with bar graphs representing the conditions of
the Track Groups (links, bushings, and shoes), the Other Components
(front and rear idlers, sprockets, and carrier rollers), the Track Rollers,
and the Link Roller system.
Analysis Graph
The green portion of each bar represents the amount of life left for a
particular track component before it becomes 100% worn. The red part
of the bar represents the time between 100% wear and 120% wear
(destruction). The vertical blue line is drawn where the first component
to fail will be. As it is moved from left to right, the Hours of Service
increase and the Cost per Hour decreases. You can see this at the bottom
of the screen.
The first step in creating this analysis is to determine where the first fail
point is and then select the Analysis Graph screen that the component is
listed under. In the example below, the bushings are the first to fail.
Since the bushings are under the Track Group, click the Track Group link
at the top of the page to bring up the Track Group analysis page. The
blue line shows us when the right external bushing is going to fail.
Select Summary again and see that the changes you made are reflected
on this screen and that the blue line has moved to the next component to
fail at 120% wear. By going through the same steps as above for each
component and visiting the other analysis views (Other Components,
Track Rollers, and Percent Worn), the analysis with all of the
maintenance actions taken will be created.
You can also add maintenance for components not displayed on the
graph. To do this, close the graph and look at the Edit Analysis screen.
Click the checkboxes in the middle of the screen in the Included these
Components section. For each component you select, a line appears in
the Details grid. Select one of these lines and click the Add button to
bring up the Add Activity screen. Enter the information that describes
your activity using the dropdown boxes. The default parts and service
labor prices will be added to the window. You can change these via the
Parts, Jobs, and Miscellaneous Cost tabs. From these tabs you can bring
up the related Add Part, Add Job, and Add Miscellaneous Cost screens.
Using these screens it is possible to change or add expenses to the
selected activity.
Add/Edit Analysis
From the Add/Edit Analysis screen you can also add remarks to your
analysis. Remarks are a freeform text area to include notes about the
analysis. Clicking the Graph button takes you back to the Analysis
Graph. The Quotation button compiles your analysis into a printable
quote that you can give your customer. The Autoswap button, performs
an Auto Swap on the track rollers. Use the Add, Edit and Delete button
to customize the details of your analysis to fit your needs. Select a
maintenance cost from the details section and click the Edit button to
change it. Enter any Parts or Labor discounts you want to apply in the
fields at the bottom of the screen and click the OK button to save it when
you are done.
To update the track history for a piece of equipment, first select the
analysis with the serviced components and click the Update Track
History button. Be sure of the track history you are adding. The only
thing you can edit after the track history has been updated is the date,
hour meter reading, and description.
Reports
CTS 5.0 gives you access to sixteen powerful reports that enable you to
monitor and record all aspects of the lifespan of your customers
machines. These may be selected and combined as the user dictates, and
can be printed as a hard copy or viewed on screen.
The following reports can be generated, seperated into the groups
General, Cost Per Hour and Miscellaneous.
Reports 23
If you wish to save the report to file, click the Export button, which
appears to the left of the size (100%) text box along the lowest task bar.
The button has the image of an envelope on it.
24 Reports
Clicking the Export button opens the Export dialog box, containing fields
for Format and Destination.
Reports 25
You can now open the report file in Word. You may use this method of
export on all the reports provided by CTS 5.0.
26 Reports
General
Percent Worn Graph
The Percent Worn Graph is used for determining the status of
undercarriage by displaying the percent worn for each component. The
report uses a bar chart form to graphically depict the percent worn of
each component and of the Link-Roller system.
The information included in this report is as follows:
Percent worn.
Reports 27
28 Reports
Percent worn.
Custom Track Service: Putting It To Work
Next Inspection Date automatically set using the hours per week and
the projected life of the critical component (link, bushing, idler, track
roller) to 85% worn.
Reports 29
30 Reports
Reports 31
32 Reports
Percent worn.
Next Inspection Date automatically set using the hours per week and
the projected life of the critical component (link, bushing, idler, track
roller) to 85% worn.
Reports 33
34 Reports
Percent Worn.
Reports 35
36 Reports
Percent worn.
Next Inspection Date automatically set using the hours per week and
the projected life of the critical component (link, bushing, idler, track
roller) to 85% worn.
Reports 37
38 Reports
Percent Worn.
Custom Track Service: Putting It To Work
Reports 39
40 Reports
Percent worn.
Next Inspection Date automatically set using the hours per week and
the projected life of the critical component (link, bushing, idler, track
roller) to 85% worn.
Reports 41
42 Reports
Reports 43
44 Reports
Reports 45
Miscellaneous
Inspection History Report
The Inspection History Report is used for reviewing all the inspections
that have been entered for a machine. The report lists the CTS inspection
information on one or two pages depending on the number of inspections
on the database.
46 Reports
Reports 47
Fleet Summary
The Fleet Summary Report is used for displaying all equipment in a fleet.
The report lists the pertinent information for the machine and job data for
a specific fleet entered in the CTS database.
48 Reports
Job Site
Customer Name
Reports 49
50 Reports
Status
Hours
Hours on Service
Reports 51