EquipmentManager Dealer Administrator Manual Major Repair Caterpillar

Illustration 1	g01738816
"Major Repair" screen (1) Check box (2) "View" drop-down menu

In addition to a planned maintenance, a Maintenance Watch subscription gives you the ability to schedule and track major repairs. On the "Event Summary" screen, select the check box (1) next to the equipment you wish to view major repairs and then select "Major Repair" from the "View" drop-down menu (2) . The "Major Repair" screen will be displayed. Refer to Illusrtation 1.

"Repair and Maintenance History"

Using Maintenance Watch, you can view a record of all previous major repairs that were performed on the equipment and entered through EquipmentManager.

In order view the major repair history, use the following procedure:

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Illustration 2	g01738817
"Repair & Maintenance History" screen (3) "Expand All Parts" link/icon (4) "Service Meters" column (5) Calendar icon (6) Icon of and envelope (7) "Parts Causing Failure" link/icon

1. On the "Major Repair" screen, in the "Service Meters" column (4) , click the value in the field. Refer to Illustration 2. The "Repair & Maintenance History" screen will be displayed.

2. Click the calendar icon (5) next to the "Start Date" and "End Date" fields and select a date to indicate a time period for the PM history.

3. In order view the parts causing failure for the major repair, click either the "Expand All Parts" link/icon (3) or the "Parts Causing Failure" link/icon (7) .

4. In order view the comments, click the icon of and envelope (6) in the "Notes/Comments" column.

Request Quote

You can request a quote for the next major repair directly from EquipmentManager. EquipmentManager will send an e-mail to the Dealer Administrator of the Dealer's Web site that you are logged in.

In order request a quote, use the following procedure:

1. From the "Major Repair" screen, select the equipment for which you wish to request a quote.

2. Click the "Request Quote" button. The "Quotation Details" screen will be displayed.

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Illustration 3	g01738818
"Quotation Details" screen for requesting a quote (1) Check box (8) "Notes/Comments" text field (9) "Send" button

3. Select the check box (1) next to the dealership personnel to whom you want to send the request.

4. In the "Notes/Comments" text field (8) , enter the comments you wish to send to the recipients.

5. Click the "Send" button (9) . The "Mail Successfully Delivered" screen will be displayed.

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Illustration 4	g01738819
"Mail Successfully Delivered " message for a MR quote

6. Click the "OK" button. The details about the machine and the service event are included in the e-mail message.

View Planner

EquipmentManager places major repairs in the EquipmentManager planner. The planner displays the date that the repair should be performed if all conditions remain the same. The dates that are chosen for the repairs are estimated based on the average daily usage of the equipment. The dates adjust dynamically based on usage, unless the repair is manually penciled in.

1. From the "Major Repair" screen, select the check box next to the equipment for which you wish to view the planner. Refer to Illustration 1.

2. Click the "View Planner" button. Refer to Illustration 5. The "View Planner" window appears.

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Illustration 5	g01392145
"View Planner" window

3. In order view other major repair due dates for this equipment, you can use the calendar's options to search by date, month, or year.

4. In order view days between equipment major repair due dates, you can use the back and next arrows in the upper-right corner of the window.

Pencil In Dates

If you wish to change the date of the next major repair on the planner, use the following procedure:

1. From the "Planner" window, click the "Pencil In Date" button. The "Pencil In Date" screen will be displayed.

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Illustration 6	g01738820
"Pencil In Date" screen for a major repair (10) "Save" button (5) Calendar icon

2. Click the calendar icon (5) next to the "Pencil In Date" field and select a date from the popup window.

3. Click the "Save" button (10) .

Note: Once you pencil in a major repair date, the system no longer dynamically adjusts that major repairs date. Once that major repair is complete, the subsequent major repairs revert back to dynamic scheduling.

Mark Repair Complete

Once you have completed a major repair, you need to mark the repair completed.

In order mark a major repair completed, use the following procedure:

1. From the "Major Repair" screen, select the check box next to the equipment with the repair you wish to mark completed. Refer to Illustration 7.

2. Click the "Mark Repair Complete" button. Refer to Illustration 7. The "Mark Repair Complete" screen appears.

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Illustration 7	g01738821
"Mark Repair Complete" screen (10) "Save" button (11) "Repair Performed @ Service Meter (hours)" text field (5) Calendar icon (8) "Notes/Comments" text field

3. Enter the SMU of the equipment at the time the repair was performed in the "Repair Performed @ Service Meter (hours)" text field (11) .

4. Click the calendar icon (5) next to the "Date of completion" field and select a date from the popup window.

5. Enter notes in the "Notes/Comments" text field (8) .

6. Click the "Save" button (10) .