Copyright 2004 By ThyssenKrupp Elevator National Technical Services 621 S. Royal Lane, Suite 500 Coppell, TX 75019

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2 Copyright 2004 By National Technical Services 621 S. Royal Lane, Suite 500 Coppell, TX All right reserved. The text of this manual, or any part thereof, may not be reproduced or transmitted in any form or by any means without prior written permission of. Printed in the United States of America 2004

3 Section 1 Overview Understanding the Basics Register as a User Sign In as a Registered User Regional Map Section 2 Getting Familiar Welcome Page My View Page Profile Page Contracts Page Reports Page Help Page Sign Out Page Section 3 Web Site Usage Customizing the Web Site My View Create a Report Reports in Detail Samples of Typical General Reports Section A Internet Browser Settings Internet Explorer Version 5.x or Earlier A-1 Index Table of Contents VIEW: v.4 [09/04] TOC 1

4 NOTES This space is reserved for personal notes relating to specific field maintenance. TOC 2 VIEW: v.4 [09/04]

5 Section 1 - Overview UNDERSTANDING THE BASICS Overview Section 1 ThyssenKrupp maintenance customers enjoy the industry s most powerful reporting and analysis tool - VIEW. Building owners and facility managers can access elevator maintenance records and collect service related data with a click of a mouse, online anytime. The available information displayed on this user friendly web site, is based on Service and Maintenance tickets from the supporting branch office. The built-in versatility allows creation of many kinds of service reports. The illustration below depicts the data relationship used in the web site based on the following hierarchy. In the next few pages, an explanation of the breakdown is given. VIEW: v.4 [09/04] 1 1

6 Overview The VIEW web site uses the relationship or data structure depicted on the previous page. The service data or ticket information is derived directly from data that the ThyssenKrupp Service Technician sends to their branch office. When the technician services an elevator (escalator or dumbwaiter), they enter the work performed data in their Personal Digital Assistant (PDA). The customer reviews this data and signs off on the PDA when complete. Since there are many branch offices, organization of the data becomes key. To successfully utilize the ThyssenKrupp VIEW web site, it is important to understand how the information is structured. Access to the web site is restricted to ThyssenKrupp employees and customers. When a request is made for access into the VIEW web site, an authorization process is performed to verify the authenticity of the person making the request. Once the authentication process has been completed, a user account is created. Contracts are then assigned to the new user account. This allows a user to view specific contract information. Once this entire process has been completed, the new user will be notified via the address provided that they now have access to the VIEW web site. Access to the service ticket information on our web site will usually be through a report. When creating desired reports or views, you will create filters using the pull down selections (see examples on the following pages). The available choices in a pull down menu will be based on a selection made immediately prior to the current one. For example, selections available in the contract list are dependent upon the selections made in the previous customer list. The following example show what you might see creating a Service Request Ticket summary report. You will see how the data structure or hierarchy is demonstrated. User A User is any internet user who has an interest in viewing the service information for an elevator or group of elevators supported by a ThyssenKrupp Branch office. The available information is based on actual service and maintenance tickets reported by the field technicians and entered in a branch office s database. A User may be a property manager, for instance, who would want to run a monthly or annual report for the building owner or customer. After the proper authorization process is completed, the User will be able to view, print, or export the elevator data anywhere, anytime, by connecting to the VIEW web site. When you, as a User, gain access to the VIEW web site, a VIEW User account is established for you. As you sign in, the system recognizes you as the User and will only provide information relating to your contract or customer interests. 1 2 VIEW: v.4 [09/04]

7 Overview Web Site Data Hierarchy Demonstration Select the desired Customer. Based on the User s Customer assignments, the pull down menu will populate with only the customers from that account. Select the customer that you are interested in. (Or select All if you want to view all customers.) Section 1 Once the Customer is selected, a Contract can be selected. Based on the customer that you have selected, the pull down menu will populate with only the contracts from that customer. Select a specific contract that you are interested in. (Or select All if you want to view all contracts for this customer.) Note: If you previously selected All customers, you will not be able to select a specific contract. VIEW: v.4 [09/04] 1 3

8 Overview Once a Contract is selected, a Unit can be selected. (Note: A unit may be an elevator, escalator, or dumbwaiter.) Based on the contract that you have selected, the pull down menu will populate with only the elevator units from that contract. Select a specific elevator unit that you are interested in. (Or select All if you want to view all units.) Note: If you previously selected All contracts, you will not be able to select a specific unit. Once a Unit is selected, all Tickets for that specified Unit will be displayed. The specified date range limits the amount of tickets that will be displayed in the reports. Note: If a Service Ticket was entered without a Unit number, you will not see the data for this ticket when filtering for a specific unit. By selecting a specific Unit number, the service or repair ticket information is displayed in the report. By filtering with a date range, you may limit the amount of tickets that the report will return. No Ticket filter is available to select a specific ticket number because generally the interest is on the contract number. This completes the data hierarchy demonstration. For a complete discussion of the report creation process, see Section 3 Create a Report on page VIEW: v.4 [09/04]

9 REGISTER AS A USER To get started, a user must register to gain access to their elevator service information. Go to the web site at or access us by following the VIEW links at Overview Section 1 The VIEW Sign In page appears as displayed below. Click on the REGISTER button. If you have already registered and received notification of your authorized access, refer to Sign In as a Registered User on page 1-9. VIEW: v.4 [09/04] 1 5

10 Overview The Registration page appears as displayed below: 1. In the Service Information section, select the Level of Access that you are interested in based on your needs: Branch - Select this option if all of your elevators are serviced by a single ThyssenKrupp Elevator (TKE) service location. After making this selection, use the drop-down list for 1 6 VIEW: v.4 [09/04]

11 NOTE: Overview TKE Location to select the one location that your elevators are serviced in. A Zip Code Lookup function is provided if you need assistance in finding the name of your service branch. IF YOU ARE SERVICED BY ONE BRANCH AND MULTIPLE BRANCHES ARE LISTED FOR YOUR LOCA- TION, SELECT ANY BRANCH IN YOUR LOCATION AND THE REQUEST WILL AUTOMATICALLY BE ROUTED TO THE APPROPRIATE INDIVIDUALS. Section 1 Multi-Branch - Select this option if your elevators are serviced out of multiple TKE locations and you are not a National Accounts customer. After making this selection, use the drop-down list for TKE Location to select the multiple locations that your elevators are serviced in. A Zip Code Lookup function is provided if you need assistance in finding the names of your service branches. National - Select this option if your elevators are serviced in multiple TKE locations AND one of your contacts within TKE is with the National Accounts Department. If you are unsure of which selection to make, contact your TKE Sales Representative. 2. In the Company Information section, enter your Company name and Job Title. NOTE: ALL REQUIRED FIELDS ARE HIGHLIGHTED IN RED. PLEASE NOTE THAT THE INFORMATION YOU PROVIDE WILL BE USED TO CERTIFY THAT YOU ARE AN AUTHORIZED THYSSENKRUPP ELEVATOR EMPLOYEE OR CUSTOMER. INACCURATE OR INCOMPLETE INFORMATION WILL DELAY OR PREVENT THE AUTHORIZATION PROCESS. 3. Enter your First Name, Last Name, company Street Address and City information. 4. Select your Country using the pull down menu. NOTE: WHEN A FIELD HAS A PULL DOWN SELECTION (I.E. --SELECT COUNTRY--),THIS INDICATES THAT THE NEXT FIELD WILL BE POPULATE BASED ON THE PREVIOUS RESPONSE. IN OTHER WORDS, ONCE YOU SELECT YOUR COUNTRY, THE OPTIONS THAT APPEAR IN THE STATE/PROVI- DENCE PULL DOWN WILL ONLY BE THOSE STATES OR PROVINCES IN THAT COUNTRY. THIS CON- CEPT IS USED THROUGHOUT THIS WEB SITE. 5. Select your State/Province using the pull down menu. 6. Enter your Zip Code in the appropriate fields. 7. Enter your Telephone number in the appropriate fields. The phone number should be the number at which you can be reached during the work day. 8. Enter your Address. The address you specify will be the address to which the registration confirmation will be sent. VIEW: v.4 [09/04] 1 7

12 Overview 9. In the Security Information section, enter a User Name to be used when you Sign In to the web site. NOTE: USER NAMES MUST BE BETWEEN 6 AND 15 CHARACTERS IN LENGTH AND MAY CONTAIN LET- TERS, NUMBERS, SPACES, ETC. 10. Enter a unique password in the Password field. NOTE: PASSWORDS MUST BE BETWEEN 6 AND 15 CHARACTERS IN LENGTH AND MAY CONTAIN LETTERS, NUMBERS, SPACES, ETC. 11. Enter the password again exactly as before in the Confirm Password field. 12. In the Security Question field, select a desired Question. 13. Enter your answer in the Answer field. NOTE: REMEMBER YOUR ANSWER! IF YOU HAVE FORGOTTEN YOUR PASSWORD, YOU WILL BE EXPECTED TO KNOW THIS ANSWER WHEN REQUESTING YOUR PASSWORD. 14. Click on the Submit button. 15. The confirmation message displays. 16. In the next few days, an will arrive notifying you that you now have access to the ThyssenKrupp VIEW web site. (The delay is due to the branch s Authentication and Enabling process.) Once approval has been granted, access to the VIEW web site will become available immediately. 17. Once you have received your approval , enter your User Name and Password on the VIEW Sign In page; then click on the SIGN IN button. 18. Now that you have successfully registered and entered the web site, proceed to the next section to familiarize yourself with the web site. Then proceed to Section 3 for assistance with viewing the report data now available to you. 1 8 VIEW: v.4 [09/04]

13 Sign In as a Registered User Overview Visit the VIEW web site at The VIEW Sign In page appears as displayed below. Since you have already registered and received your approval , simply enter your User Name and Password, then click the SIGN IN button. Section 1 NOTE: IF YOU CLICK ON THE REMEMBER MY ID AND PASSWORD? CHECK BOX, A COOKIE WILL BE PLACED ON YOUR COMPUTER WHICH WILL REMEMBER THE INFORMATION THAT YOU JUST ENTERED SO YOU WILL NOT HAVE TO RE-ENTER IT EACH TIME. SIMPLY CLICK ON SIGN IN EACH TIME YOU VISIT THE VIEW WEB SITE. If you have forgotten your password, click on Forgot Password? In the following screens, enter your address, then click on Submit. NOTE: THE ADDRESS MUST BE THE ONE THAT YOU USED ON YOUR PROFILE PAGE WHEN YOU PREVIOUSLY REGISTERED. Next, answer the Security Question that was set up in your Profile page. Once you click on the Submit button, the password will be sent back to you via within five minutes. VIEW: v.4 [09/04] 1 9

14 Overview The User Welcome page appears. Refer to Section 2 to get familiar with the web site pages. At the Welcome page and all other main pages, you will see the seven portals to the left. When you select one of the portals, the new page opens. This portal is highlighted to identify the page that you have opened. Typically you will find yourself entering the Reports portal or viewing the Service Activities in the My View portal. On the Reports page, you can set your report queries and then just run them as you need (See Section 2 Reports Page on page 2-11). Proceed to Section 2 to learn more VIEW: v.4 [09/04]

15 THYSSENKRUPP ELEVATOR REGIONAL MAP This map identifies the regional boundaries established by Company. Overview Section 1 VIEW: v.4 [09/04] 1 11

16 Overview NOTES This space is reserved for personal notes relating to the subject matter VIEW: v.4 [09/04]

17 Section 2 Getting Familiar Section 2 - Getting Familiar WELCOME PAGE After signing into the VIEW web site, the Welcome page appears. On the left side of the screen, you will find seven color coded portals; Welcome, My View, Profile, Contracts, Reports, Help, and Sign Out. When you click on any of these portals, it will take you to the selected page. The portal name is always highlighted to identify the page that you have opened. Let s get familiar with each of these pages. VIEW: v.4 [09/04] 2 1

18 Getting Familiar MY VIEW PAGE Click on the My View Portal. The following page appears.. After you have been using the system for a while, you will probably find yourself working mainly from this page. When you are first set up to Sign In to the VIEW web site, only one folder appears by default. The Most Recent Service Activity folder will be displayed for the contracts that you manage. Once a new folder has been created during the Report creation process, your usercreated (personal) folders will appear. You may create up to 13 personal folders but you may save as many reports in these folders as you like. More explanation is found on the next page. 2 2 VIEW: v.4 [09/04]

19 Getting Familiar Activity Folder Below is an example of the My View page once a report has been saved to a user-created (personal) folder. The folder called Most Recent Service Activity is present by default and is updated multiple times per day to provide current status of any of your managed contracts. Each line item identifies the date of the call, the Ticket ID number, and the location (building name/ identifier) of the service call. Only 9 tickets are displayed on the screen at one time. To see previous tickets, move your cursor over the SCROLL DOWN button to initiate the appropriate movement in the list. When you put your cursor over the SCROLL UP button, the list moves to display the most recent tickets. The folder line items are color coded for your convenience; Yellow represents a Maintenance Ticket, Green represents a Service Request Ticket, and Blue represents a Repair Ticket. Section 2 VIEW: v.4 [09/04] 2 3

20 Getting Familiar To view details about any service item in the list, simply click on the item and the Ticket Detail screen appears. This page displays the complete service ticket detail for the requested ticket only (See the example below). The Ticket Detail screen includes:...the customer s Location and Address....the Elevator designator (if it was input by the mechanic)....the Service Ticket number....the date and times that the technician performed the work....what the caller described to be the problem....what the technician did to correct the problem. NOTE: NOTE: THIS INFORMATION IS TYPICALLY THE SAME FOR ALL DETAILED SERVICE TICKETS. NOTICE THAT THE CONTRACTS PORTAL IS NOW HIGHLIGHTED. THE TICKET DETAIL SCREEN HAS TEMPORARILY TAKEN YOU TO THE CONTRACTS PORTAL. TO RETURN TO THE MY VIEW PORTAL, SIM- PLY CLICK THE BROWSER S BACK BUTTON. 2 4 VIEW: v.4 [09/04]

21 Getting Familiar Personal Folders In the example below, the folder on the right called Sample Folder is expanded to demonstrate how the user-created folders will appear. You may customize folders containing service information for a specific contract or you may create a folder specifically for required monthly reports. Create or modify these folders to fit your particular needs. You may have as many as 13 personal folders to contain any saved reports that you create. The ability to create a new folder is accessed during report creation. A detailed explanation of creating reports can be found in Section 3 Create a Report on page 3-2. Examples of the available reports and how they may be of use to you are located in Section 3 Reports in Detail on page 3-9. Section 2 The expanded view of a folder displays the standard icons used for a saved report (shown above). The Delete and Display icons appear with every report you save. A folder only displays 9 line items at a time, therefore, if you have more than 9 reports in a folder, use the SCROLL UP or SCROLL DOWN buttons to move through the list accordingly. VIEW: v.4 [09/04] 2 5

22 Getting Familiar Every time you sign in to the VIEW web site, your folders and saved reports are accessible. Each User of the VIEW web site creates their own unique folders and reports which are only visible within their VIEW account. The example below shows how to change the name of the folder that is displayed in the title bar. Click on the Edit button in the title bar and a popup window appears. Enter the new name of the folder and then click on OK. To delete the folder and all of the saved reports inside the folder, click on the Delete button in the top right corner of the title bar. NOTE: DELETING THE SAVED REPORTS DOES NOT DELETE THE ORIGINAL SERVICE INFORMATION FOR YOUR ACCOUNT; IT ONLY DELETES THE CUSTOMIZED REPORT YOU CREATED TO VIEW YOUR INFORMATION. 2 6 VIEW: v.4 [09/04]

23 Getting Familiar PROFILE PAGE Click on the Profile portal to view this page. On this page, all of the company and security information that you entered during your registration process will be displayed. If you need to make corrections or adjustments to the information on this page, simply make the change to the appropriate field(s). Click on the Update button at the bottom of the page when finished and the changes take place immediately. If you started to make changes but decide to discard them (and you have not yet clicked the Update button), use the Reset button to revert the form back to the original information. Refer to Section 1 page 1-6 for a full page view of the Profile page. Section 2 VIEW: v.4 [09/04] 2 7

24 Getting Familiar CONTRACTS PAGE Click on the Contracts portal to view this page. Two choices are available as you enter this page: Contract Summary and Ticket Summary. The Contract Summary screen appears first. View all Contracts On the Contract Summary screen, a listing of all your contracts appears. The list contains Customer name, Contract number, Location name and Address. In the Service Ticket column, Summary appears in red. When you click on a particular Summary link, a list of all tickets appears for that specific contract number. When you click on the Summary link in the previous step, the Ticket Summary screen appears displaying only the Service Tickets for that specific contract. This screen displays the customer Location, Address, Elevator designator, Service Ticket number, the date of service, and the Requested Service (or work description). If you would like to see the detail of Service Performed for a specific ticket, click on the Detail link (in red) for that specific Service Ticket number. 2 8 VIEW: v.4 [09/04]

25 Getting Familiar When you have clicked on the Detail link under the Service Performed column for a specific ticket, the Ticket Detail screen appears which includes additional data such as Time In, Time Out, and a detailed description of the Service Performed. Section 2 View all Tickets If you want to see all of the Tickets for all of your Contracts, click on the Ticket Summary link from the Contract Summary screen. VIEW: v.4 [09/04] 2 9

26 Getting Familiar The Ticket Summary screen appears displaying all of the tickets for all of your Service Contracts. If you would like to see the detailed description of the Service Performed, click on the Detail link for that specific Service Ticket number. Again you see the Ticket Detail Screen of the specific ticket as shown on the previous page. NOTE: NOTE: BY CLICKING ON ANY OF THE COLUMN TITLES (LOCATION, CONTRACT, SERVICE DATE, ETC.), THE LIST WILL SORT IN ASCENDING ORDER. THE NEXT TIME YOU CLICK ON THE COLUMN TITLE, THE LIST WILL BE SORTED IN DESCENDING ORDER. NOTICE THAT ON EACH OF THE CONTRACT PAGES, A PRINTER FRIENDLY VERSION ICON APPEARS TO THE RIGHT OF THE HEADER LINE. FOLLOW THE PROMPTS AND PRINT THE VIEWED INFORMATION AS DESIRED. WHEN FINISHED, CLICK YOUR BROWSER S BACK BUTTON TO RETURN TO THE CONTRACT PAGES VIEW: v.4 [09/04]

27 Getting Familiar REPORTS PAGE One of the advantages of the VIEW web site is the ability to customize reports for your specific needs. You may find it necessary to run monthly reports on all Service Calls, or run Elevator specific reports to monitor breakdowns and scheduled maintenance. The customizing process of the reports is simple and makes running reports a breeze. To set up specific reports, click on the Reports portal and the following page appears. Detailed instructions on how to customize the different types of reports are found in Section 3. Section 2 NOTE: THE LOCATION DROP DOWN BOX WILL ONLY DISPLAY FOR USERS WHO REGISTERED AS MULTI- BRANCH OR NATIONAL USERS ON THE REGISTRATION PAGE. VIEW: v.4 [09/04] 2 11

28 Getting Familiar The reports refer to all service tickets for all contracts that you hold with. They provide summaries and details for some or all tickets that you select. From this page, reports can be viewed and/or saved. Refer to Section 3 to learn how to customize the reports as desired. Below is a list of categorized report types available: In Graph layout: Average Time between Service Requests Average Number of Service Requests Service Request Percentage Hours Breakdown for Service, Repairs, or Maintenance by Unit or Contract Number of visits by Contract or by Unit, whether for Service, Repairs, or Maintenance In Text/Detail layout: Scheduled Maintenance Ticket Service Request Ticket Repair Ticket Total Activity Total Activity Detail Ticket Signature These reports, once customized, may be saved in personal folders displayed on your My View Page VIEW: v.4 [09/04]

29 Getting Familiar HELP PAGE Click on the Help portal to view this page. Presently, one choice is available as you enter this page: User. When you click on the User link, the current User Documentation opens up in the Adobe Reader Program in the Portable Document Format (PDF). NOTE: ADOBE READER IS A FREE VIEWING PROGRAM AVAILABLE FOR DOWNLOAD AT The User Guide is available to assist the user while online. Click through the bookmarks to quickly open any section of the manual for more information. The information is very similar to this manual but may be more current. Context sensitive help can be obtained on each page by clicking on the Help button which links you to the appropriate section of the manual. For example, to get help creating a report, while on the reports page, click on the Help button. The link to Section 3 Create a Report will then appear. Section 2 In the future, technical bulletins and other helpful information will be available here as well. Under the Contacts Us section is a list of your support contacts. These individuals will provide assistance to you for needs you may have regarding the VIEW web site. They can be contacted for anything ranging from site navigation to reporting technical issues with the site, to requesting additional contacts, to recommendations for the VIEW web site. If you are supported by more than one branch, all relevant contact personnel will be listed. You can call or click on the address displayed to automatically pre-address your . VIEW: v.4 [09/04] 2 13

30 Getting Familiar SIGN OUT PAGE When you want to exit the VIEW web site, click on Sign Out. The VIEW Login page reappears. For security reasons, it is recommended to exit the web site by clicking on Sign Out as opposed to just closing your Browser s window. As an additional security measure, your sessions on the VIEW web site are set to time-out after 15 minutes of inactivity. If this happens, simply Sign In again. Now that you are familiar with the web site, proceed to Section 3 to learn how to create the various reports and customize your site to fit your needs VIEW: v.4 [09/04]

31 Getting Familiar NOTES This space is reserved for personal notes relating to specific field maintenance. VIEW: v.4 [v. 09/04] 2 15

32 Getting Familiar NOTES This space is reserved for personal notes relating to specific field maintenance. VIEW: v.4 [09/04] 2 16

33 Section 3 Web Site Usage Section 3 - Web Site Usage CUSTOMIZING THE WEB SITE Once you are familiar with all of the various pages in the web site, you should decide on how to make the most of your 13 customizable folders. Then you should decide on how to make the most of your reporting capability. My View Open the My View portal. The following window appears. If this is the first time you sign in to the web site, only one folder appears, by default, called Most Recent Service Activity which lists the most recent ticket information for the contracts that you manage. Since there are no customizable folders displayed, let s discuss how to add them. You can only create folders during the process of creating reports. During the report creation process (refer to the picture on page 3-6) when you are asked in which folder you would like your report to be placed, select Other from the drop down menu. This will give you the opportunity to name your folder which then creates the folder. We ll discuss this later in more detail in the Create a Report section which begins on the next page. VIEW: v.4 [09/04] 3 1

34 Web Site Usage CREATE A REPORT Click on the Reports portal. The following page appears. Determine which type of report you would like to create. The Reports are used for displaying various types of service information for the contracts that you maintain. The VIEW report structure is on the following page and samples of the various types of reports are illustrated in the following subsection. (See Reports in Detail on page 3-9.) 1. Once you click on the Reports portal, the following page appears. First select Report Level (Contract or Unit) from the pull down menu, then select one of the three Report Types available. Now click on the pull down menu to select a specific Report Name. 3 2 VIEW: v.4 [09/04]

35 Section 3 Web Site Usage There are many choices of reports in VIEW. The figure below shows the list of available reports and how to locate them within the VIEW s Report structure: VIEW: v.4 [09/04] 3 3

36 Web Site Usage 2. In this example, we will select Service Request Ticket. The following screen appears. 3. Select the (TKE) Location that services you from the pull down menu. 4. Select the desired Customer using the pull down menu. The customer that we refer to is the contract owner, who may or may not be the building owner. For example, the customer may be a property management group. If you want the report to include data from all customers, select All. If you select All, the Contract and Unit fields will contain All as the only choice. 5. Next, select the desired Contract using the pull down menu. If you want the report to include data from all contracts, select All. If you select All, the Unit field will contain All as the only choice. 6. If you were interested in a specific contract, select the desired Unit using the pull down menu. If you want the report to include data from all elevator units on this contract, select All. 3 4 VIEW: v.4 [09/04]

37 Web Site Usage 7. Next, select the desired display method using the Display As pull down menu. The report will be displayed in the selected format. 8. Next enter the date range for the reporting period. You may either enter the date (format for field is MM/DD/YYYY) or click on the pull down menu next to the calendar icon near the From field. A calendar popup window appears. Click on the desired day in the calendar. Do the same for the To field. Section 3 NOTE: IF YOU ARE EXPERIENCING ERROR MESSAGES WHEN YOU CLICK ON THE CALENDAR ICON, REFER TO APPENDIX A TO CORRECT THE PROBLEM. IF YOU DO NOT WANT TO CHANGE THESE INTERNET OPTIONS IN ORDER TO RUN THE CALENDAR ICON, YOU MAY TYPE THE DATE INTO THE FROM AND TO FIELDS IN THE STANDARD DATE FORMAT. (I.E. MM/DD/YYYY) VIEW: v.4 [09/04] 3 5

38 Web Site Usage 9. Click on the View button to display the report that you have created. NOTE: NOTE: STEPS 10 THROUGH 12 ARE NOT REQUIRED IF YOU DO NOT PLAN TO SAVE THE REPORT. 10. If you want to save the report for use at a later time, click on the Back icon in your browser. You may also save the created report as displayed to your computer or network using the application s Save option. NOTE: NOTE:IT IS NOT MANDATORY TO VIEW THE REPORT BEFORE SAVING IT. 11. In the My Saved Reports section, you have the opportunity to save the report. Select a folder using the pull down menu. For this example, we will select Averages Report Folder (created in advance). If you want to add a new folder, select Other. A popup window will appear allowing you to enter a name for the new folder. NOTE:NOTE: IF LATER YOU DECIDE TO CHANGE THE NAME OF THE FOLDER, YOU CAN MAKE THE CHANGE FROM THE MY VIEW PAGE. JUST CLICK ON THE EDIT ICON IN THE UPPER RIGHT CORNER OF THE FOLDER. SEE ILLUSTRATION IN SECTION 2 PAGE Next, the Report Title field is a free entry field. This allows you to title your report as desired. Enter the name of your report in the Report Title field. NOTE:NOTE: THE FIELD IS LIMITED TO 38 ALPHANUMERIC CHARACTERS. 3 6 VIEW: v.4 [09/04]

39 Section 3 Web Site Usage 13. Save the report by clicking on the Save button. 14. Once you click on the Save button, the report is saved to your folder. The report appears at the bottom of the page under My Saved Reports section. VIEW: v.4 [09/04] 3 7

40 Web Site Usage 15. On My View page, the newly created report and new folder are displayed. Click on the Display icon to view the report. 16. If you have clicked on the View icon from the Reports page or the Display icon from the My View page, the report appears. Below is a sample of the report that was just created. Notice! Here is the name of the report that you created. 17. This is how all reports are created. The next subsection will help you understand how each of the types of reports may be used. 3 8 VIEW: v.4 [09/04]

41 Web Site Usage REPORTS IN DETAIL There are many different types of reports that may be generated. In the previous subsection you were shown the general steps of how to create a report. Now you can put these reports to work. If you are a property manager, you may have a variety of customers that you want to track Service Requests and preventative maintenance performed on specific elevators or specific buildings. Or maybe you want to have monthly reports available for the building owner. It is a simple process to create the desired service report. The following subsections will display and describe a variety of typical reports you may want to run. The data behind the reports is updated multiple times a day dependent on the branch s input to the database. So you can count on current and reliable information! Let s discuss the different types of reports available. Samples of Typical General Reports Average Time between Service Requests (Contract or Units) (pictured on page 3-10) Average Number of Service Requests (Contract or Units) (pictured on page 3-11) Service Request Percentage (pictured on page 3-12) Hours Breakdown by Contract/Unit (pictured on page 3-13) Maintenance Hours Breakdown (Contract or Unit) (pictured on page 3-14) Service Requests Hours Breakdown (Contract or Unit) (pictured on page 3-15) Repair Hours Breakdown (Contract or Unit) (pictured on page 3-16) Number of Visits by Contract/Units (All types) (pictured on page 3-17) Number of Maintenance Visits (Contract or Unit) (pictured on page 3-18) Number of Service Requests Visits (Contract or Unit) (pictured on page 3-19) Number of Repair Visits (Contract or Unit) (pictured on page 3-20) Scheduled Maintenance Ticket (pictured on page 3-21) Service Request Ticket (pictured on page 3-22) Repair Ticket (pictured on page 3-23) Total Activity (pictured on page 3-24) Total Activity Detail (pictured on page 3-25) Ticket Signature (pictured on page 3-26) Section 3 NOTE: NOTE: WHEN CREATING NEW REPORTS, TRY TO LABEL THE REPORT TITLE TO REFLECT THE REPORT INFORMATION. CONFUSION WILL RESULT IF THE REPORT IS NOT TITLED CLEARLY. VIEW: v.4 [09/04] 3 9

42 Web Site Usage Report Type: Contract -> Averages (Graph) -> Average Time between Service Requests (Contracts) NOTE: THIS TYPE OF REPORT IS ALSO AVAILABLE BASED ON THE UNIT LEVEL. SELECT UNIT IN THE REPORT LEVEL PULL DOWN MENU. NOTE: NOTE: WHEN CREATING NEW REPORTS, TRY TO LABEL THE REPORT TITLE TO REFLECT THE REPORT INFORMATION. CONFUSION WILL RESULT IF THE REPORT IS NOT TITLED CLEARLY VIEW: v.4 [09/04]

43 Section 3 Web Site Usage Report Type: Contract -> Averages (Graph) -> Average Number of Service Requests NOTE: THIS TYPE OF REPORT IS ALSO AVAILABLE BASED ON THE UNIT LEVEL. SELECT UNIT IN THE REPORT LEVEL PULL DOWN MENU. VIEW: v.4 [09/04] 3 11

44 Web Site Usage Report Type: Contract -> Averages (Graph) -> Service Request Percentage NOTE: THIS TYPE OF REPORT IS ALSO AVAILABLE BASED ON THE UNIT LEVEL. SELECT UNIT IN THE REPORT LEVEL PULL DOWN MENU VIEW: v.4 [09/04]

45 Section 3 Web Site Usage Report Type: Contract -> Hours and Tickets (Graph) -> Hours Breakdown by Contract NOTE: THIS TYPE OF REPORT IS ALSO AVAILABLE BASED ON THE UNIT LEVEL. SELECT UNIT IN THE REPORT LEVEL PULL DOWN MENU. VIEW: v.4 [09/04] 3 13

46 Web Site Usage Report Type: Contract -> Hours and Tickets (Graph) -> Maintenance Hours Breakdown (Contract) NOTE: THIS TYPE OF REPORT IS ALSO AVAILABLE BASED ON THE UNIT LEVEL. SELECT UNIT IN THE REPORT LEVEL PULL DOWN MENU VIEW: v.4 [09/04]

47 Section 3 Web Site Usage Report Type: Contract -> Hours and Tickets (Graph) -> Service Requests Hours Breakdown (Contract) NOTE: THIS TYPE OF REPORT IS ALSO AVAILABLE BASED ON THE UNIT LEVEL. SELECT UNIT IN THE REPORT LEVEL PULL DOWN MENU. VIEW: v.4 [09/04] 3 15

48 Web Site Usage Report Type: Contract -> Hours and Tickets (Graph) -> Repair Hours Breakdown (Contract) NOTE: THIS TYPE OF REPORT IS ALSO AVAILABLE BASED ON THE UNIT LEVEL. SELECT UNIT IN THE REPORT LEVEL PULL DOWN MENU VIEW: v.4 [09/04]

49 Section 3 Web Site Usage Report Type: Contract -> Hours and Tickets (Graph) -> Number of Visits by Contract (All types) NOTE: THIS TYPE OF REPORT IS ALSO AVAILABLE BASED ON THE UNIT LEVEL. SELECT UNIT IN THE REPORT LEVEL PULL DOWN MENU. VIEW: v.4 [09/04] 3 17

50 Web Site Usage Report Type: Contract -> Hours and Tickets (Graph) -> Number of Maintenance Visits (Contract) NOTE: THIS TYPE OF REPORT IS ALSO AVAILABLE BASED ON THE UNIT LEVEL. SELECT UNIT IN THE REPORT LEVEL PULL DOWN MENU VIEW: v.4 [09/04]

51 Section 3 Web Site Usage Report Type: Contract -> Hours and Tickets (Graph) -> Number of Service Requests Visits (Contract) NOTE: THIS TYPE OF REPORT IS ALSO AVAILABLE BASED ON THE UNIT LEVEL. SELECT UNIT IN THE REPORT LEVEL PULL DOWN MENU. VIEW: v.4 [09/04] 3 19

52 Web Site Usage Report Type: Contract -> Hours and Tickets (Graph) -> Number of Repair Visits NOTE: THIS TYPE OF REPORT IS ALSO AVAILABLE BASED ON THE UNIT LEVEL. SELECT UNIT IN THE REPORT LEVEL PULL DOWN MENU VIEW: v.4 [09/04]

53 Section 3 Web Site Usage Report Type: Unit -> Detail/Text -> Scheduled Maintenance Ticket VIEW: v.4 [09/04] 3 21

54 Web Site Usage Report Type: Unit -> Detail/Text -> Service Request Ticket 3 22 VIEW: v.4 [09/04]

55 Section 3 Web Site Usage Report Type: Unit -> Detail/Text -> Repair Ticket VIEW: v.4 [09/04] 3 23

56 Web Site Usage Report Type: Unit -> Detail/Text -> Total Activity 3 24 VIEW: v.4 [09/04]

57 Section 3 Web Site Usage Report Type: Unit -> Detail/Text -> Total Activity Detail VIEW: v.4 [09/04] 3 25

58 Web Site Usage Report Type: Unit -> Detail/Text -> Ticket Signature 3 26 VIEW: v.4 [09/04]

59 Web Site Usage NOTES This space is reserved for personal notes relating to specific field maintenance. VIEW: v.4 [v. 09/04] 3 27

60 Web Site Usage NOTES This space is reserved for personal notes relating to specific field maintenance. VIEW: v.4 [09/04] 3 28

61 Internet Browser Settings Appendix A - Internet Browser Settings INTERNET EXPLORER VERSION 5.X OR EARLIER If you have the standard configuration established by the Corporation, you may need to change some ActiveX control settings to set the date range for report creation. When you initially attempt to set the date range in a newly created report, you may receive an error message regarding improper ActiveX Control setting. The illustration below shows a typical error message that may occur when you click on the calendar icon. If you get this error message, click the OK button. More scripting error popup messages will appear. Continue to click on the OK buttons. NOTE: IF YOU DO NOT WANT TO CHANGE THESE INTERNET OPTIONS IN ORDER TO RUN THE CALENDAR ICON, YOU MAY TYPE THE DATE INTO THE TO AND FROM FIELDS IN THE STANDARD DATE FORMAT. (I.E. MM/DD/YYYY) VIEW: v.4 [09/04] A 1 Appendix

62 Internet Browser Settings 1. To overcome these messages, click on Tools in the task bar and then select Internet Options from the pull down menu. A 2 VIEW: v.4 [09/04]

63 Internet Browser Settings 2. The General tab opens as the default. 3. Click on the Security tab. Select the Trusted Site icon. Click on the Sites button to add our web site to the trusted web zone list. VIEW: v.4 [09/04] A 3 Appendix

64 Internet Browser Settings 4. The Trusted sites window appears. Enter in the top field. Uncheck the box at the bottom. 5. Click on the Add button. The site appears in the Web sites: field. 6. Then click on the OK button at the bottom of the window. 7. Click OK again on the Internet Options window. Now when you set the date range in the report creation process, you will be able to open the Calendar icon and select the From and To dates. You can now return to the Enter Date topic for the Calendar function in Section 3 on page 3-5. A 4 VIEW: v.4 [09/04]

65 Internet Browser Settings NOTES This space is reserved for personal notes relating to the subject matter. VIEW: v.4 [09/04] A 5

66 Internet Browser Settings NOTES This space is reserved for personal notes relating to the subject matter. VIEW: v.4 [09/04] A 6

67 Index Index A Activity Folder, 2 3 Adobe Reader Program, 2 13 B Branch Access, 1 6 C Contracts Page, 2 8 E Exiting the web site, 2 14 F Forgot Password?, 1 9 H Help Page, 2 13 L Level of Access Branch, 1 6 Multi-Branch, 1 7 National, 1 7 M Multi-Branch Access, 1 7 My View Page, 2 2 P Password Forgot Password?, 1 9 Remember my ID and Password?, 1 9 Personal Folders, 2 5 Portals, 1 10 Profile Page, 2 7 R Regional Map, 1 11 Register as a User, 1 5 Reports Page, 2 11 Reset button, 2 7 S Sign In as a Registered User, 1 9 Sign Out Page, 2 14 T Time-out of VIEW web site, 2 14 U Update button, 2 7 User, Definition of, 1 2 W Welcome Page, 2 1 N National Access, 1 7 Index VIEW: v.4 [09/04] I 1

68 Index NOTES This space is reserved for personal notes relating to the subject matter. I 2 VIEW: v.4 [09/04]

69 Printed in the USA.

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