Equipment Tab
Work Order Details
Service Reports
Labor
FAQS
100
Where can I find Service Letters? Both outstanding and expired?
The Equipment Tab.
100
Does every job need a SIMS?
Yes. Every single failure needs to be reported. Your supervisor may advise you to add a "generic or general" SIMS so it becomes a habit.
100
What are 3 things that must go into a Service Report?
- Extent of failure (SIMS)
- Steps taken
- Pressures, settings, conditions noted during troubleshooting
- Misc expenses
- Problems completing the repair
100
Can I fix my time (labor) after I submit it?
Yes, as long as payroll hasn't run yet.
100
What if I forget how to do something in SPI2? Should I:
1. Call a friend.
2. Google it.
3. Go to the Training Tab in SPI2 and search by what you need to do.
#3. Go to the Training Tab in SPI2. Lots of videos, resources, and links for one-on-one help!
200
Name 3 things you can find about a piece of equipment on the Equipment Tab?
- Equipment details
- Warranty info
- Service Letters
- Open and historical work orders
- Fluid samples
- Fault/Event Codes (Vision Link)
- SMUs
- Components
- Contacts
- Configuration
200
While working on a job, how do I communicate internally about a work order or about a specific segment?
Go to the Notes Tab.
SPI notes can be emailed to another user, but they are mostly used to document the status of a job, document a conversation with a client, or to retain information for billing, warranty or other purposes.
SPI notes can NOT be modified or deleted. It becomes part of the permanent record of the work order.
200
When is the best time to complete your service report?
Immediately after the work is completed (if possible).
200
When is the best time to add your "labor" to a job in SPI2?
Right after you write your service report or right after you complete the work (If you can.)
200
What if I forget how to do a Service Report?
Go to the Training Tab and search by Service Report.
Videos:
"Adding a Service Report"
"Revising a Service Report"
Printable Slides:
"Service Report Overview"
"Creating Service Report Revision"
"Service Report Adding Photos"
300
Will fault codes and event codes show up on the Equipment tab if the machine has VisionLink?
Yes!
300
What kind of notes can you add to SPI2?
a. Billing
b. Client Interaction
c. Follow Up
d. Service Report
e. Job Status
f. Your favorite color
g. All the above except f
G
300
Can I edit or revise a Service Report?
Yes. You will create a "revised copy".
300
How often should you review your labor in the Labor Summary Tab?
Every single day - to allow time to make changes before payroll runs.
You are in complete control of your labor and getting paid!
300
Is DBS going away?
NO! SPI2 and DBS speak to each other every few minutes. SPI2 overlays DBS.
400
Why would I go to the Equipment Tab?
Look up open work orders.
See historical work orders.
Look at oil samples.
Look at Outstanding Service Letters.
Look up and verify SMU history
Look up Warranty Information
400
How would you find a service report that you didn't finish? One that you saved in "draft" form.
Search by your employee number to find the service report in "draft" status.
400
What if I don't have internet service at the site? How can I write my service report?
Ask your supervisor, but you have two choices:
1. Use STW
2. Wait until you have service and then write your service report.
400
What time of day can you NOT enter time in SPI2?
N/A - because you can add time anytime in SPI2. If DBS is batching, SPI2 will connect when done. The labor entry could be delayed, but it's in there!
400
What should I do if I want one-on-one help with SPI2?
Go to the Training Tab and click on "Book 1 on 1 Help"
500
What tab would you find open work orders for a given serial number?
The Details Tab.
500
Where would you go to find a list of parts on a specific segment?
Type in the work order number. Click Actions. Click Edit. Open Segments Tab. Click Actions on the segment with parts. Scroll down to Parts.
500
Why are service reports important to Empire?
For machine history.
To determine warranty.
To justify billing.
500
Name 3 ways to add labor in SPI2?
At the segment level, from the labor summary tab, and from the main menu.
500
Tell us about SIMS? What is it and why is it important?
Every separate event significant enough to require a repair or that effects the operation of the product.
If the original part fails and is replaced with an updated part number, SIMS the original part number.
SIMS the failed part.
If Reman failed and was replaced with a new part, SIMS the Reman part number.
It's important because it determines warranty, and it helps with Caterpillar's product problem management.