caterpillar sis basics-instucions
DESCRIPTION
Caterpillar SIS Basics-InstucionsTRANSCRIPT
Introduction and Overview
For Dealers and Caterpillar Internal
Any changes to the following information is
not authorized or endorsed by Caterpillar Inc.
Service Information System
SIS
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Table of Contents
• What is SIS
• Hardware – Software Recommendations
• What’s Required to Run SIS
• Get Files from Downloads Page
• Install SIS DVD Software
• Starting SIS – Web / DVD / Network
• How to Start – Product Identification
• Searching for Information – Parts or Service
• SIS 2010A – 2D Hot-pointing
• Printing
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What is Service Information System (SIS)
• For those not connected to the internet, SIS data is available either from a library of SIS DVDs or when loaded to a Network SIS Server (on a LAN). Data on DVDs is updated monthly.
• All three versions of SIS require an Internet Browser to display SIS information.
• Parts lists can be created in SIS and parts ordered directly via a connection to PartStore.
• Service literature is organized into a repair logic scenario of educating, problem solving and repair and can be found under the heading Service Repair Information in via Documentation (Document Structure).
• SIS covers information for all products from 1977 on.
• The information in SIS is equivalent to over 25,000 books. With over 2 million graphics and more than 1.5 million part numbers, SIS contains 44,000 parts and service documents.
• SIS is available on Local Area Networks (LAN) with Network SIS, the Internet (SIS Web), or with a DVD subscription.
• Data on SIS Web (internet version) is updated nightly, providing users with the most current data. Connection to the internet is required for this access.
SIS is the electronic service tool that dealers, customers and employees rely on for their parts and service information needs.
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SIS Hardware and Software Requirements
Go to:
https://dealer.cat.com/sis
Then go to News and Announcements for the most up to date requirements
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What’s Required to Run SISRequirements SIS
WebSIS
DVDSIS
Network
CWS Logon ID – contact SIS Administrator at dealership
A SIS User ID - setup described in “SIS User Administration – Setting Up Users”
A supported Internet browser software installed (i.e., IE version 7 or 8) – see “SIS 2010 & 2011 Hardware-Software Requirements for Web & DVD”
An Internet connection
A few files downloaded from the SIS Web Download section (Adobe Acrobat Reader Plugin and DjVu Plugin EN.exe)
A subscription to SIS Data DVDs
A licensed copy of SIS loaded onto their PC
A server configuration - see “Network SIS Setup Guide”
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Glossary
• Access method: ways to search and look at information• Attachment: attachment on machine; i.e., bucket• Feedback: electronic communication back to Caterpillar (available through SIS
Web only)• Information Types: Document categories• NPR: Numerical Parts Record • Parts ID: parts identification• Parts identification page: page showing part as well as consist• Parts consist: listing of parts, quantities• Systems & Components (Product structure): arrangements, groups, system• Return to Main Menu: click on Model: link• SMCS: Service Management Control System• SNP: serial number prefix
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Get Files from Downloads Page
From the SIS Web Main Menuselect Downloads then download and install the appropriate files
Graphics plugins
Adobe Acrobat Reader 9.0
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Install SIS DVD Software
Administrative Rights are REQUIRED to install the SOFTWARESIS Administrator/Service Software Administrator can assist
To install & use SIS DVD software, 4 steps are required
1. Install SIS Software2. Install SIS DATA Setup CDs (there are now 2)3. License SIS Software4. Create/Import SIS User Accounts SIS DVD
users only
Please reference separate document
SIS Install Steps for Detailed Instructions
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Starting SIS Web or DVD or Network
• Start SIS Web from the browser
• Using a shortcut/bookmark
• Address is https://sisweb.cat.com**
• Start SIS DVD from the desktop or START menu
• Once installed, icon is on desktop and in START menu
• Start SIS Network from the desktop or START menu
• Once installed, icon is on desktop and in START menu
** If unable to connect to https://sisweb.cat.com, use https://sis.cat.com until your SIS Administrator/Service Software Administrator can work through the issue.
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Improved and Simplified SIS Main Menu
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PreferencesFound on the Main Menu
New Location
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Preferences
This option allows a user to add common customers and attach common serial numbers to the customer list. This allows for quicker accessibility to common customer requests.
… and as one frame or as separate frames.
This option controls how a part manual page will be presented by default: with the graphic and the consist list side by side, or with the graphic displayed above the consist list …
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Preferences
Choose from 12 date formats
Choose from 8 languages
This option allows user to search for Microfiche information if user is set up with access to the Microfiche data and has this option selected.
Default - option is not active.*
Preference for viewing units of measurement for the Engine Performance Specification data
*NOTE: If this is not visible after making this change, contact Dealer SIS Administrator for access.
See next page
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Preferences for Parts List
• Six options exist for setting Parts Preferences
• These options control how parts lists should be handled after processing or e-mailing them
• Following slides may differ from your screens based on preferences
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Preferences
Delete parts list after processing Do not delete parts list after processing
By default, the parts selected are not cleared from the parts list after being submitted.
Delete parts list after e-mailing Do not delete parts list after e-mailing
By default, the parts selected are not cleared from the parts list after being or e-mailed to someone.
Have the ability to select all the parts in the consist Do not have the ability to select all the parts in the consist
By default, this option is not active. Non-parts ordering customers have ability to set the preference; parts ordering customers do not.
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Preferences - cont
Automatically select parts for Caterpillar Certified Rebuild Do not automatically select parts for Caterpillar Certified Rebuild
By default, this option is not active. To have this ability, the user must have CCR enabled in their profile and select this option in Preferences.
Enable Related Parts Disable Related Parts
If enabled, shows only when kits, filters or other related parts are available for parts on the parts list
Enable STW Integration Disable STW Integration
STW users will want this enabled so parts can be transferred to the STW Service Report without manual intervention.
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Translated Part Names via SIS Preference Language
• By changing the SIS Language interface preference language to other than English: hover text will appear for translated part names when available– Includes all 7 interface languages
• Format for print shows both the English and the translated term
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On the parts consist page, if you “mouse over” a part name, you will see the translated name in the language set in your preference.
Format for print page shows both the English and translated name.
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How to Start Using a Systems & Components (Product Identification)
Searches are divided into those requiring a Product Identification (product ID – prefix and serial number, sometimes referred to as serial number prefix – SNP) and those not requiring a Product ID.
• Product ID-required searches produce results that are more specific to a product.
• Prefix only-search results apply to the entire model with that prefix.
• No-Product ID searches permitted
Model prefixes can be found using the Select Equipment Model searchSome documents require users be given permission to access them. Those are marked with an **.
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Don’t know the serial number prefix?
If you don't know the Sales Model number, select an item from the
Product Families displayed in the left column
If you know the Sales Model number, type it in the fill-in box.
Use the (Find) link
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Getting Started with Searching
Many access methods used to search for technical information in SIS require a serial number or serial number prefix to be entered before beginning a search.
1
2
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Product ID required for these searches Product ID NOT required for these searches
Parts Search by keyword or part number Advanced Full Text Search
Systems and Components (Product Structure) Media Search
Documentation (Document Structure) ** Similar Parts Search
SMCS Code NPR **
Basic Search Parts List
As Shipped Product Kits Information
Filter Search Engine Performance Specifications
Remanufactured Parts Search Service Software Files
Cat Certified Rebuild Parts Search ** Other Repair Process Information
Service Forms
Searches from SIS Main Menu
(described in detail later)Documents requiring permission for access marked with **.
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Which Search Method to Use – How to Use Search
If you know Use this If you need Use this
Part number Parts Search, Basic Search or Advanced Full Text Search
Parts information Parts Search – number or keyword
Media Number orPIP/PSP number
Media Search System or Group information Systems & Components (Product Structure)
Document Type or Publication Date Basic or Advanced Full Text SearchDocumentation (Document Structure)
Reman part numbers Remanufactured Parts Search
Sales Model Advanced Full Text Search Most current part number NPR*
Part Name Parts Search, Basic Search or Advanced Full Text Search
Parts or Service information for a specific serial number as it left the factory
As Shipped Product
Serial Number As Shipped ProductEngine Perf Specs
Filters for a specific product Filter Search
Test Spec number Engine Performance Specifications Engine test cell results by serial number Engine Perf Specs
Document type (i.e., IRM, etc) Document Structure Engine Specifications by serial number Engine Perf Specs
Component, group or system to find support information
Systems & Components (Product Structure)
Repair kits Kits Information
Part of a keyword, number or date Advanced full text search Parts for a Cat Certified Rebuild Cat Certified Rebuild
A similar part Similar Parts Search
Information Search Matrix
* Special access required for NPR – see your SIS Administrator
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Parts Searchby Part Number or by Keyword
Search by Part Number when:Part number is known ANDSerial number prefix is known
Parts Search searches ONLY the Parts Identification (Parts Manuals) – not technical documentation
Search will …• identify the product system where part is located• allow adding the parts to the parts list from the parts id window• allow searching for keywords
Product ID required
Search by Keyword when: Part number is not knownPart name is known
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Systems & Components (Product Structure)
Select a link in the Systems & Components
column to start the lookup process
Product ID required
Systems & Components (Product Structure) refers to systems, groups, and components (e.g., cooling systems, water pumps, and impellers) of products based on the serial number and/or arrangement specified.
To view Parts Identification, it is necessary to drill down.
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You can uncheck the “Auto Filter” box and get the same results as below without having to go back to the main menu
Systems & Components (Product Structure)• The search used to find service information related to a
parts group or parts arrangement
• Can search serial number specific or by prefix only
Search Results via Prefix only
Search Results via Prefix and specific Serial Number
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Systems & Components (Product Structure)
The Results column lists information based on the selection in the middle column.
The Systems & Components column organizes service information by product parts group or system.
The Information Types column lists parts and service information publications related to the selection in the left column.
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Documentation (Document Structure)Documentation (Document Structure) allows the user to search for information by document type, based on the serial number and/or arrangement specified. (examples would be: Applied Failure Analysis, Contamination Control Guidelines, Information Release Memos, Special Instruction)
Product ID required
If you search serial number specific you can uncheck the “Auto Filter” box and get the same results as searching by prefix only without having to go back to the main menu
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Documentation (Document Structure)
• The arrangement of service information the same as a hard copy of a service manual or parts manual
• This is used to access multiple parts groups and the same information type
If you search serial number specific you can uncheck the “Auto Filter” box and get the same results as searching by prefix only without having to go back to the main menu
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Documentation (Document Structure)
Documentation (Document Structure) is organized by Information Type.
The entire document is opened and the specific information is displayed within the document.
Only one Information Type can be accessed at a time.
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Documentation (Document Structure)Part Name Index
The Part Name Index located within the Documentation (Document Structure) Parts Identification information type can be used to help identify parts.
The linked parts assemblies, parts groups and parts arrangement names are listed alphabetically.
Selecting one of the linked names will take the user to the parts identification screen.
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SMCS Code Search(Service Management Control System)
• Four digit code describing the components of products.
• Each digit of the code signifies a progressively narrower range of the product.
• For example, 1202 would be interpreted as:
– 1000 = engine, – 1200 = short block engine, – 1202 = crankshaft for the short
block engine. • A wildcard (*) can be used at the end of
the search criteria, 120* for example.
Product ID required
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SMCS Search
The SMCS Results Screen is similar to Product Structure.
Relevant Information Types are displayed in the middle column.
As an Information Type is selected, the Information available, column three, is displayed for that Information Type.
If you search serial number specific you can uncheck the “Auto Filter” box and get the same results as searching by prefix only without having to go back to the main menu
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Which to use? Basic Search or
Advanced Full Text Search
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120*
Basic Search
• Basic Search requires a product ID be entered.
• Basic Search allows the user to locate technical information through several data fields
• Basic Search is available in all three versions: SIS Web, SIS DVD and Network SIS.
Basic Search permits searching for text that exists within the Information Types.
A wildcard (*) can be used at the end of the search criteria, 120* for example.
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Basic Search
Search criteria
Results
If you search serial number specific you can uncheck the “Auto Filter” box and get the same results as searching by prefix only without having to go back to the main menu
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As-Shipped Product Product ID required
• Provides technicians and mechanics with the ability to access parts and service information based on a specific serial number.
• Product support information displays based on how the product left the factory (As Shipped).
• Consist list displays a list of attachments added to or lessen-off (removed from) the standard arrangement for that product.
• Consist list is similar to a regular parts consist list with quantity boxes, links to separate illustrations, etc.
• If no quantity boxes available, part is not serviceable.
• Many products have no attachments added or lessed-off, so only the arrangement is listed.
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As-Shipped Product
Complete engine serial number
Complete machine serial number
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Filter Search Filter Search accesses Filters, Breathers, and Screens for a given serial number
Product ID required
If you search serial number specific you can uncheck the box and get the same results as searching by prefix only without having to go back to the main menu
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Remanufactured Parts Search Product ID required
A Remanufactured part number …
• is in green
• contains an R in the part number
• contains an R in the Notes column
If you search serial number specific you can uncheck the box and get the same results as searching by prefix only without having to go back to the main menu
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Caterpillar Certified Rebuild
1
2
3
Product ID required
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Advanced Full Text Search
• Advanced Full Text Search does not require a product ID
• Advanced Full Text Search allows the user to locate technical information through any of the fields shown on the left
• Advanced Full Text Search is available only in SIS Web.
Advanced Full Text Search permits searching for text that exists within the Information Types.
A wildcard (*) can be used at th
e end of
the search criteria, scar**
for example.
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Media Search
The Parts Identification book displays Parts Index and Maintenance Index the same as selecting Documentation (Document Structure) from the main menu.
•
Allows the user to locate documents through the use of media numbers or PIP/PSP numbers
PIP/PSP Information Types require permission to access. (Consult your Service Software Administrator for access).
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Media Search
Enter Media Number Results
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Kits Information
Enables the user to view and/or order the kits needed to service or repair a particular piece of equipment.
Provides all of the required parts for a particular procedure in one consist.
A link to the Latest Kits Information is also available within the Parts Consist Window.
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Similar Parts SearchSimilar Parts Search provides two methods for locating similar parts information. The first allows the user to drill down through a keyword tree. As the user drills down through the keyword tree, the list of parts specific to the keyword progressively narrows. The second allows the user to locate similar parts information through a global search by specifying either a part number or typing in a keyword.
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NPR - Numerical Parts Record
NPR is a system that contains part number related information for all products. Access must be given to this feature. This system is primarily used to obtain the most current part number information for ordering replacement inventory and repair parts.
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Parts List
Parts List option from the Main Menu brings back the most recently-used parts list.
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Engine Performance SpecificationsEngine Performance Specifications - By specifying a serial number (or prefix) and/or a test spec number, the user can search for engine specifications. The user can also search for engine test cell results by specifying a serial number (or prefix).
Product ID NOT required
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Service Software Files
Service Software Files access method contains links to download the following file types: Flash Files, Remanufactured Injector Trim Files, Injector Trim Files, Cylinder Files, ECM Replacement Files
Product ID NOT required to access listing, but serial number required to download file
For users to see the searches, the associated information types will need to be added to the user profiles.
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Other Repair Information
Other Repair Option Information displays links to Applied Failure Analysis and Shop Review documents.
*access must be given for documents
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Informational Screens
• Parts Identification Screen
• Service documentation screens
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Parts Identification ScreenPart 1 Part 2 Part 3
Refer to pages 56 & 58 for 2D
hot-pointing information
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Parts Identification ScreenPart 1 of Screen
Model – Serial Number Prefix
Information (part numbers) Available
Section
Sections – Product Structure – Groups,
Systems
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Parts Identification ScreenPart 2 of Screen
GoTo drop down menu
Graphic Viewing Options
Graphic with callouts
Buttons for parts consist (next page)
Link to print
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Parts Identification Screen – 2D Hot-pointingPart 2 of Screen
GoTo drop down menu
Graphic Viewing Options
2D Hot-pointing toolbar
Graphic with callouts
Buttons for parts consist (next page)
Link to print
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Parts Identification ScreenPart 3 of Screen
Media Number
Link to Kits
Serial Number Prefix
Parts Consist
Quantity box
NPR link
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Parts Identification Screen – 2D Hot-pointingPart 3 of Screen
Media Number
Link to Kits
Serial Number Prefix
Parts Consist
2D Hot-pointing checkbox
Quantity box
NPR link
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2D Hot-pointing• Hot-pointing
– Clicking on callout number in graphic will highlight it and place check-mark on consist in column labeled “Loc”
– Clicking on parts consist, highlights that number on graphic
• Available on Parts consist pages for new and legacy products created through SIS Authoring process
• Featured in SIS DVD, Network SIS & SIS Web
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Plug-ins Required
• Internet Explorer 7.0 or 8.0 required
• Admin rights are required to install either of the plug-ins
• Install plug-ins
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2D Hot-pointing Functionality
• Clicking on the call out in the graphic
• Checkmarks the corresponding number on the part consist (for ease of seeing in the consist)
OR
• Clicking in the box marked Loc on the consist, highlights the callout number on the graphic
Notes:
• If the graphic contains more than one instance of that part, the graphic will be reduced in size so all occurrences of that callout number are visible
• Only one callout can be checked at a time on the consist list
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2D Hot-pointing Toolbar
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2D Hot-pointing Review
• 2D hot-pointing will be applied to the majority of the graphics available – being phased into remaining graphics
• 2D hot-pointing will be in majority of legacy data on SIS Web with the remaining being phased in (excluding Microfiche)
• Proper PC resources must be in place, or degradation will be apparent
• Play with the hot-pointing toolbar to become familiar with the functionality
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Documentation (Document Structure)
Applied Failure AnalysisAs Shipped ProductCaterpillar Certified RebuildCustom Service InformationDisassembly and AssemblyEngine NewsEngine Performance SpecificationsEngine Tool GuideFlash FilesGeneral Service InformationGuideline for Reusable Parts 7 Salvage
OperationsInformation Release MemoInjector Trim FilesKits InformationNPROperation and Maintenance ManualParts Identification
Repair Option BuilderSafetySchematicService LetterService MagazineShop ReviewSimilar PartsSpecial InstructionSpecificationsSystems OperationTechnical Information BulletinTesting and AdjustingTool GuideTool Operating ManualTorque SpecificationsTroubleshootingTruck Engine NewsUndercarriage Reconditioning Bulletin
Types of information (documents) available
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Information Screen
Part 3 of Screen
Part 2of Screen
Part 1of Screen
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Header InformationPart 1
Configuration Link
Return to Main Menu link
Bookmark
Go To Menu Previous – Next Page (when applicable) Return to Parts List
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Selectable InformationPart 2
Selectable levels of information
Populates/Highlights the next and
previous buttons in the header
Information types
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Text PanelPart 3
Document Type
Media Number
Text / Information
Link to print
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Printing
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Printing
• Graphics
• Consist List
• Service Information
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Print Graphics
1. Click View Image link
2. Printer button tool bar
Use the >> to expand tool bar if printer icon is not visible
Format for print, prints both graphic & consist
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Print Graphic & Consist List
Step 1 - Format for Print button at bottom of screen
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Print Graphic & Consist List(resulting screen)
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Print Graphic & Consist ListStep 2 – File / Print
Print Preview shown on next page
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Print Service Information
Step 1 - Format for Print button at bottom of screen
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Print Service Information(resulting screen)
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Print Service Information Step 2 – File / Print
Print Preview shown on next page
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Print Preview results Service Information page one only
print is an option from this screen
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Conclusion• You’ve seen
– How to find a serial number prefix by using the model number– Been introduced to 8 methods of looking up information when
you know a product ID– Been introduced to 7 methods of looking up information even if
you don’t have a product ID– How to print information from SIS– Titles to 23 different information types published by Cat for
service and parts information• Other presentations can be obtained from https://dealer.cat.com/sis ,
and those include topics on:– Setting Bookmarks - Ordering Parts– Search for Parts - Service Repair Information
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Help, Data/Feedback, Support
• For SIS help, use the Help link from SIS Main Menu or from the GoTo dropdown menu anywhere in SIS.
• For SIS Web data discrepancies or enhancement requests/suggestions for improvements, use the Feedback option from the SIS Web Main Menu or the GoTo menu from any page in SIS.
• For SIS Support, please contact the Accenture Dealer Management Services (ADMS) 6am-6pm CST by phone 1-800-765-0999 or 1-309-675-4000 or by email at [email protected]