Beruflich Dokumente
Kultur Dokumente
Objectives
After completing this module, you will be able to:
• Identify parts of the screen
• Locate a part when the part number is known
• Locate a part using a serial number in conjunction with a part number or name
• Recognize clarifying information found in parts lists and graphics
• Locate a part when the part name is known
• Locate parts using phrases (quotes)
• Locate a part by navigating through product family icons
Module Makeup
A module consists of a lesson followed with practical, hands-on exercises. Related lessons
make up a module.
The screen shots of the main page were split in two to allow a close-up view.
• Home — beginning spot, page with product icons, help, feedback, navigation — on subsequent
pages, return to this spot by clicking in this area
• Help & Feedback (information sent to Caterpillar regarding data issues — found under the
Help link or dropdown)
• Items Per Page; i.e, product family icons, parts in parts lists, results from searches, ALL are
defined separately at bottom right of each page.
trail showing where user is currently located (through the product hierarchy)
Breadcrumb trail showing the product hierarchy pathway to the user’s current location
Cross Reference newest number for the original part (from other non-Cat or non-Bucyrus sources)
Expanded Mining
Product Search
Information Tool tool to search for PDFs related to expanded mining products
linkage between parts list and graphic - to more easily find parts on graphic
Hotpointing or list
parts no longer in cart, but ordered through dealer’s parts ordering system
Order (Ex: PartStore)
Product Identifier
search box used to search for product ID, serial number, alias
Radar pane home to various results (searches, carts, orders) [leftmost pane on screen]
history of parts that have been cancelled or replaced - shows latest part
Supersession number on the farthest left side of the list
Unreferenced Parts those parts NOT associated with a parts list or a graphic
in what other machines or where else is this part used shows all machines and
Where Used locations where a part is used, including the current location
TASK: Search for part 1411174, a bracket valve, for Track Drill MD5125–SEZ.
It is part of the Lubricator Assembly.
Take advantage of the auto-complete feature which will enable one to select the part number
from a list of possible options.
Search from All Products box, found on upper right side of screen
The Advanced Search link is not covered in this lesson nor the exercises.
Best Practices
Save the search results with a Browser Bookmark for easier ‘next-time’ retrieval.
Scenario
Customer needs to find a Bracket Valve, part number 1411174, for use on a Track Drill, model
MD5125–SEZ. It’s part of the Lubricator Assembly.
Task 1: Using Search Box to quickly locate the part number 1411174
1. Click in the Search Box found in the upper right corner of the screen.
1. Narrow search by selecting product family from the left radar screen
1 — Parts Identification shows parts associated with a Parts List and a Graphic.
Unreferenced Parts refer to those parts not associated to a Parts List or Graphic, but
found in the Supersession and/or XRef file. Both types of parts are orderable. In
future releases, Service Information will be a third option.
2 — Available families where this part number is found are noted (with number of
instances shown) — this makes searching easier
5. Choosing the View Applicability link next to 1417180–T3 Lubricator Assembly, shows which
serial numbered machines this part is found.
1. Within the parts list, the part number 1411174 is called out and highlighted
2. The number of instances it appears in this particular list is noted by 1/4 (meaning it’s
found four times, and this is the first instance)
3. The shaded arrow button moves from one instance to the next — the erase clears the
‘searched’ criteria
4. The graphic (when available) appears.
Scrolling through the parts list may be required to find the selected part (1411174). It will be
highlighted in orange, with the next instance highlighted in yellow.
The calls out the Where Used, Supersession and Cross References information.
Supersession History shows the replacement part number history — noting the Current part
number with a yellow star — and allows adding to the cart from this location. The
part number being queried is highlighted in blue.
Cross References (XRef) shows the part number(s) that should be used instead of the one
in the list. Part can be added directly to cart from this view.
TASK: Search for part 1411174, a bracket valve, found on SEZ04119, Track Drill
MD5125–SEZ. It is part of the Lubricator Assembly.
Take advantage of the auto-complete feature which will enable one to select the serial number
and part number from a list of possible options.
Enter the serial number of the machine in the Product Search box located in the
breadcrumb/product identifier area
Adding qualifying information of part number or assembly name in the All Products box, found on
upper right side of screen, eases the search process.
The search results are exclusive to the specific machine and part number or name.
The Advanced Search link is not covered in this lesson nor the exercises.
Best Practices
Results from serial number search only, require user to look through the product structure
(assemblies) via the Top Level Assemblies link, for the appropriate assembly to locate the specific
part number.
The Top Level Assemblies are listed in part number order.
Scenario
Customer needs to find a Bracket Valve, part number 1411174, for use on a Track Drill, serial
number SEZ04119 from model MD5125–SEZ. It’s part of the Lubricator Assembly.
1. Click in the Product Identifier box found in the breadcrumb/product identifier area..
Auto Complete displays numbers (or letters) after the 3rd character is typed. When the
one desired shows, move cursor with arrow keys to highlight it, then press Enter. It
eliminates need to completely type most numbers. In this case, additional characters
are required for the specific serial number to appear.
3. Select SEZ04119 [MD5125–SEZ] from the list by moving cursor (arrow key) and hitting enter
or clicking with the mouse
Selecting the link for 1417180–T3 brings up the parts list containing the part 1411174.
TASK: Explore the hotpointing feature from the graphic and the parts list.
Practice usage of the zoom and pan tools, along with viewing of multiple
graphics within a parts list.
Best Practices
Currently, there is no option to print the parts list and graphic. Set a bookmark within the browser
software to return here later.
Scenario
A lengthy parts list and detailed graphic exists for this assembly. Assistance is needed to locate the
parts on the list and see them on the graphic.
Task 1: Use hotpointing from the parts list to find the part on the graphic
5. Click on #11 from parts list — Note the pink high-lighted callout box moves on the graphic
6. Zoom in on the graphic by selecting the + tool on the graphic pane — click on tool, then
click on graphic
Task 2: Use hotpointing from the graphic to locate the part on the parts list
1. Click the Home icon on the graphic pane to return to original state
2. Zoom in to the cylinder, using the zoom key
1. Locate the view button within the graphic pane This is the default — graphic on left,
parts list on the right.
2. Choose the drop down button and toggle through each one to see the remaining three views
1. Using the same graphic from the above task, locate the separator bar between the parts
list and graphic.
2. The typical/standard Windows sizing bar icon appears when it is in the correct location.
or
3. Drag the separator bar to desired position.
If either the graphic or the parts list “disappears” click on this ‘hide/unhide’ button.
Task 3: Practice the zoom in and zoom out feature, as well as panning the graphic
1. Using the same graphic from the above task, locate the tool bar on the graphic pane.
4. Select the pan tool to move the graphic within the confines of the current window. While
holding down on the ‘hand’, move the mouse around on the screen.
Task 4: Recognize and switch between graphics when on multiple pages
1. Search for part number S101600-VG04 found on the Electric Rope Shovel (Propel Motors and
Guard Assembly). Seeing the drop down arrow next to a graphic number indicates more than
one graphic exists.
2. Click on one of the other numbers than what’s shown in gray — to switch pages:
TASK: Search for water booster, part number RGD0576, for Track Drill
MD5125–SEZ. It is part of the Lubricator Assembly
Take advantage of the auto-complete feature which will enable one to select the part name from a
list of possible options.
Search from All Products box, found on upper right side of screen.
The Advanced Search link is not covered in this lesson nor the exercises.
Best Practices
Save the search results with a Browser Bookmark for easier ‘next-time’ retrieval.
Scenario
Customer needs to find a Water Booster, part number RGD0576, for use on a Track Drill, model
MD5125–SEZ.
Task 1: Using Search Box to quickly locate the part name – water booster
Auto Complete displays letters or numbers after the 3rd character is typed. When the
one desired shows, move cursor with arrow keys to highlight it, then press Enter. It
eliminates need to completely type most words or numbers.
1. Narrow search by selecting product family from the left radar screen, especially when search
results are massive. Choose Track Drill for this exercise.
2 — Available families where this part number is found are noted (with number of
instances shown) — this makes searching easier
2. By drilling down to the product family and model number, the search is easier
4. Choosing RGD0576 link (for the water booster pump — uncategorized lower level) yields
this list and graphic.
2 — Clicking on the single arrow, goes to the next page; hitting the double arrows
takes you to the last page (8 in this case); or typing in a 4 (and hitting enter) in the
page field would take you to page 4.
The searched word appears 15 times in this list — the currently selected instance appears
in orange, with other instances appearing in yellow. Move through the list with the blue right
arrow next to the search box and when complete, clear the searched term with the eraser.
Task 3: Find where else a particular part is used
1. Locate part #2 on the parts list — the pump head, part number 96436502
2. Note the following the part number. Clicking on the will give information on where
else this part is used.
TASK: Search for “bracket valve”, not just Bracket OR Valve, but BRACKET
VALVE
The Search uses AND between words by default, eliminating need for user to type AND between
a pair of words.
Using double quotes “ “ around words prompts the search engine to search for an exact match.
Best Practices
Help describes, in detail, more search operators useful in searches.
TASK: Search in a Track Drill MD5125–SEZ for a bracket valve, part number
1414713, part of the Tuthill Pump Assembly
Best Practices
Save the search results with a Browser Bookmark for easier ‘next-time’ retrieval.
Scenario
Customer has a Track Drill, Model MD5125–SEZ, and he needs to find a Hand Tuthill Pump
Assembly, part number 1405632.
Task 1: Using the Graphical Navigation (point & click), begin at the Expanded Mining Products
home page, and navigate to the Track Drill.
The product families are listed in alphabetical order. The number of items per page is
controlled by each user and can be changed in the lower right corner of the page. When
that number is changed to a number < 25, moving from page to page is required, through
use of the arrow buttons.
1. OPTION ONE: Navigate to page with Track Drill on it using product icons — dependent
on the setting on your personal computer.
The drop down list is most useful when user is deep into one product, and needs to quickly
move to a different product.
Model numbers are also shown with the legacy model number. This is good for those
having a strong history in legacy models using a different naming convention and saves
them from having to use a cross reference spreadsheet.
Text in the yellow box (bubble text) appears when ellipses (...) indicate the description
is too long for the screen space.
1. Upon choosing model MD5125–SEZ, items on the screen to make note of include:
1. The number of serial numbers for this model is large; 40 items per page (lower right
corner) yields 6 pages of items.
2. Options for Top Level Assemblies or Uncategorized Lower Levels are provided when
broken down by serial number specifically
3. The navigation from the left radar pane.
4. The Information Structure tab shows assemblies and PDFs at the model level
Top Level Assemblies, Uncategorized Lower Levels or Parts List Structure is available after
the serial number SEZ02495 is selected.
For newly authored content, additional choices will become available as seen in this example
(found Electric Rope Shovel —> 4263–ER8):
Shown at serial number level, a book-like structure is available from the View Parts List
Structure button. This is designed to help technician find a part when he doesn’t know the
part number, but can look through list.
Use the Windows Control Find (^F) to locate a specific assembly name or part
number from the long list presented.
For this exercise, go back using the back button on the browser, until you can select Top
Level Assemblies.
Drilling further down, into the Top Level Assemblies, locate and select 1405632 — Hand Tuthill
Pump Assembly (or 1414713 — Canopy Assembly)
1. Locate part number V000353 on the parts list — the pin, clevis.
2. Click on the Information icon denoted by to show Where Used, Supersession History
and/or Cross References details.
Select the Cross References tab on the next screen — which shows the part number(s) that
should be used instead of the one in the list. Parts can be added directly to cart from this view.
Select Supersession History to show the replacement part number history — noting the
Current part number with a yellow star. The part can be added to the cart from this location.
Select Where Used to show which parts lists and for what serial numbers this exact part is
used. Applicability shows machine where used.
This completes the procedure.
Objectives
After completing this module, you will be able to:
• Create a Cart
• Manage a Cart
• Place an Order
Create cart for each job/repair, populating the cart directly from the parts list.
Carts are created, customizing with names and additional notes
Carts need to be activated prior to adding items to them
The most recent (current) part number is added to the cart (when the part has been replaced)
Parts can be added or removed within the cart, quantity edited, and notes included for each part
in the cart
Carts need to contain “like” part types; i.e., only BE (Bucyrus) or AA (Cat)
Carts can be renamed or deleted.
Carts can be printed.
Carts become orders when Order button is submitted
Orders are submitted to parts ordering system
Orders can be viewed in same manner as carts
Carts can be managed by renaming, printing or deleting
Scenario
Create a cart, which can be used to purchase parts, containing several items for repair of a
Lubricator Assembly, 1417180–T3.
Establish process to create new cart prior to looking for parts OR remember to switch
to a new cart after navigating to parts list.
Carts must contain only one part type; ie. AA for Cat or BE for Bucyrus. The downstream
process will fail if mixed parts are in the cart. Two separate carts must be created in this
instance.
Parts will populate the active cart. When the wrong cart is populated, the parts must be added to the
correct cart, and removed from the incorrect cart.
Task 1: Create a cart prior to looking for parts.
1. Create and customize (rename) a new cart. Choose one of two different methods to create a
new cart:
Method 1 — drop down by Cart Names Method 2 — link under User Name populates
left radar pane with Carts and Orders links
1. Include information here such as job number, customer name, due date, technician name.
Up to 200 characters can be typed into the Additional Notes field. Clicking anywhere outside
the box saves the additional text.
Task 3: Activate a cart by selecting the activate link from the list of carts.
1.
Select the Welcome Name Link then the carts link from the left panel
Before placing items in a cart, make sure it’s the desired/active cart.
1. Select the Welcome Name Link — then the carts link from the left panel
Check multiple boxes or select the trash can for single deletes.
Are you sure you want to delete the selected carts? will display, giving you the option
to accept (ok) or cancel.
4. Choose one or two items (your choice). Click the Add to Cart button.
A notification message appears when a part has been superseded, and the latest part has
been added to the cart.
1. Switch to the Cart View for the next steps, by clicking the Name Link or the drop down
by the Cart Name.
As parts are added to the Cart, the Order button is enabled
1. Change the quantity of one of the items by positioning cursor in the quantity box and typing in
a new quantity. The quantity will update when the cursor is clicked outside of the quantity box.
Notes related to the part can be added in the Notes field, by clicking and typing.
2. The delete icon is also enabled for removing line items from the cart. Click the trash can icon
(right side) or check boxes for multiple deletes (on the left).
1. “Show Options” will enable the ability to add a dealer’s part or further filtering.
2. At the top of the cart, is an option to add a Dealer’s own part to the cart.
TASK: Place the actual order through the dealer’s parts ordering system —
from a cart.
Best Practices
Launch NextGen SIS through the link found in SIS Web for parts order integration to work properly
Scenario
Shopping Cart of parts is created and now you’re ready to order through your parts ordering system.
Task 1: Ensure NextGen SIS is started through the link in SIS Web
Objectives
After completing this module, you will be able to:
• Create Feedback
• Submit Feedback to Caterpillar
Best Practices
For a machine DOWN or SAFETY situation, in which critical product support information is needed,
please contact your Dealer Technical Communicator for guidance.
For system application or software issues, please contact NextGen SIS Support through the
Accenture Dealer Management Services Support via email (support.adms@accenture.com) or a
309–675–4000 or 1–800–765–0999 during the hours of 6 am — 6 pm CST
1. Validate the Product ID, Sales Model, and Publication ID (or part number) are correct
This prefilled product information is obtained from the point at which you were when
choosing to submit Feedback. When the information displayed does not match what your
message is about, use the editable fields.
When Product ID and Sales Model do not populate (due to unreferenced parts), use N/A.
2. Choose the appropriate urgency of the problem from the drop down..
3. Type detailed description of the problem in this required field. More is better. If attachments
are available, indicate they are available for the asking.
Task 2: Submit the Feedback
Objectives
After completing this module, you will be able to:
• Search for unrestricted service information found on SIS
• Submit Feedback to Caterpillar
Best Practices
Migration of service information for all Expanded Mining Product lines is not yet complete.
Scenario
User needs to access Expanded Mining Service Information going through SIS.
Task 1: Create a link in SIS
3. Select 3 links by checking the check boxes in the View More Additional Service Information
link page”
• Accessible from the Additional Service Information link, if not on the SIS Main Page
2. Note results
1. Clicking on the link initiates the file open process. It may be a zip file; regardless, dependent
on individual pcs, the prompt to open or save may appear.
2. Clicking the link brings up the SIS Feedback form in SIS Web.
3. Select the Feedback Urgency, insert email address, and type the detail pertinent to the
Feedback. Check the “Please confirm the required information is correct for this feedback.” box