EquipmentManager Dealer Administrator Manual Upload Data Caterpillar


Upload Data
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1.1. "Repair History"
2.2. Upload "Repair History" Using Form
3.2. Upload "Repair History" by Importing From a File
4.2. Preparing a Repair History Upload File
5.1. "Refueling History"
6.2. Import Refueling History from File
7.2. Preparing a Refueling History Upload File

The AVSpare EquipmentManager database only begins storing information about a machine when the Product Link Module (PLM) has been installed and registered, subscriptions have been purchased and the PLM has begun submitting reports.

"Repair History"

There are two methods for uploading the repair history for a machine. The first method is by entering the information about each individual service by using a form. Refer to "Upload "Repair History" Using Form". The second method is by uploading a file that contains information about one or more services that were performed on one or more machines. Refer to "Upload "Repair History" by Importing From a File". Both of these methods are available on the "Repair History Upload" screen.

Upload "Repair History" Using Form

In order to upload the repair history by using the form, use the following procedure:




Illustration 1g01740013

"Repair History Upload" screenusing a form

(1) "Submit information on a form" radio button

(2) Radio button

(3) Continue

  1. From either the "Administration" screen or the "View" menu, select "Repair History".

    If equipment has already been selected, the "Repair History Upload" screen is displayed.

    If you have not already selected equipment, the "Equipment Search" screen is displayed. Perform your search, and then click the "Display Equipment" button. The "Repair History Upload" screen will appear.

  1. Select the "Submit information on a form" radio button (1) if "Submit information on a form" is not already selected.

  1. Select the radio button (2) that is next to the desired machine in order to upload the repair history.

  1. Click the "Continue" button (3) .

    The "Report Service" screen will be displayed.




    Illustration 2g01249465

    "Report Service" screen

  1. In the "Service Report Common Info" section, select the appropriate checkbox for the service that was performed.

    If you selected "Dealer", a dropdown appears below the radio buttons. Select the name of the "Dealer" that serviced the equipment and proceed to Step 7.

    If you selected "Others", a text field appears below the radio buttons. Type the name of the person or entity that serviced the equipment and proceed to Step 7.

  1. Enter the work order number in the "Work Order" text field.

  1. Enter the segment number in the "Segment" text field.

  1. Enter the date that the service was performed by clicking the calendar icon that is next to the "Repair Date" field. Select the date from the popup calendar.

  1. Enter the Service Meter Units in the "Service Meter" text field. If the units were measured in hours, select the "H" radio button. If the units were measured in miles, select the "M" radio button. If the units were measured in kilometers, select the "KM" radio button.

  1. Enter a description of the repair in the "Repair Description" text field.

  1. Enter the time in hours that the machine was unavailable while being serviced in the "Downtime Labor" text field.

  1. Enter Information about faulty parts in the "Part Causing Failure" table including the part name, manufacturer, quantity, defect code, and group number.

    Click the "Add Part" button in order to create a new row in the table for additional parts. Select the checkbox that is next to a part. Click the "Delete Part" button in order to remove the part from the list.

  1. Click the "Save" button. The repair history is uploaded.

Upload "Repair History" by Importing From a File

In order to import the repair history from a file, use the following procedur:




Illustration 3g01740014

"Repair History Upload" screen by importing from a file

(4) "Import from a file" radio button

(5) Check box

(6) "Import From File" button

  1. From the "Repair History Upload" screen, select the "Import from a file" radio button (4) .

  1. Select the check box (5) next to the pieces of equipment to which you wish to upload repair history.

  1. Click the "Import From File" button (6) . The "Import From File" screen is displayed in a new window.



    Illustration 4g01249475

    "Import From File" screen browsing for a file

  1. Click the "Browse" button. Navigate to the file that contains the repair history to be added. Click the "Open" button. The name of the file that was selected appears in the "File" text field.

  1. Click "OK". The repair history is uploaded.

Preparing a Repair History Upload File




Illustration 5g01249480

Sample of a MicrosoftR Excel file using "Repair History Upload"

In order for a "Repair History Upload" file to be successfully uploaded, the file must contain the correct fields and files. Also, the files must be formatted in a specific way. Illustration 5 is an example of a spreadsheet that was used to create an upload file.

In order to create a "Repair History Upload" file, use the following procedure:

  1. Open a new MicrosoftR Excel spreadsheet.



    Illustration 6g01740015

    "Repair History Upload" Microsoft Excel - Columns A through F

    (6) Column headers




    Illustration 7g01740808

    "Repair History Upload" Microsoft Excel - Columns G through L

    (6) Column headers




    Illustration 8g01740016

    "Repair History Upload" Microsoft Excel - Columns M through S

    (6) Column headers

  1. Enter the repairs in the spreadsheet one repair per row. Refer to Illustrations 6 through 8 as examples of the columns and values that should appear in the spreadsheet. Items that are displayed in red indicate mandatory items.

  1. Once you have finished entering data, delete the column headers (6) .

  1. Go to "File", "Save As" and pick "CSV (Comma Delimited)" and save the file.

"Refueling History"

For "Repair History", information can be submitted as a form or an upload from a file. However, there is only one method to upload the refueling history.

Import Refueling History from File

In order to import refueling history from a file, use the following procedure:




Illustration 9g01740017

"Import Refuel History from File" screen

(5) Check box

(6) "Import From File" button

  1. From either the "Administration" screen or the "View" menu, select "Refueling History".

    If equipment has already been selected, the "Import Refuel History from File" screen is displayed.

    If you have not already selected equipment, complete the "Equipment Search" fields and click "Display Equipment" before proceeding to the next step.

  1. Select the check box () next to the pieces of equipment to which you wish to upload refueling history.

  1. Click the "Import from File" button () . The "Import from File" screen opens in a new window.

  1. Click the "Browse" button. Navigate to the file that contains the refueling history that is to be added. Click the "Open" button. The name of the file that was selected will appear in the "File" text field.

  1. Click "OK". The refueling history is uploaded.

Preparing a Refueling History Upload File

In order for a "Refuel History Upload" file to be successfully uploaded, use the following procedure:

  1. Open a new Microsoft Excel spreadsheet.



    Illustration 10g01249493

    Sample of a Microsoft Excel file using "Refuel History" with headings

  1. Enter the refuelings in the spreadsheet one refueling per row. Refer to Illustration 10 as an example of the columns and values that should appear in the spreadsheet. Items that are displayed in red indicate mandatory items.

  1. After you have finished entering data, delete the column headers.

  1. Go to "File", "Save As" and pick "CVS (Comma Delimited)" and save the file.



Illustration 11g01249521

Sample or a Microsoft Excel file using "Refuel History" without headings

Illustration 11 shows the final file without the headers.




Illustration 12g01249494

".cvs" alert message

If you attempt to upload a file that is not of the ".csv " file type, you will get the message displayed in Illustration 12.

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