Copyright 2004 User V4 manual.pdf© 2004 ThyssenKrupp Elevator. All rights reserved. This material...

Copyright 2004By ThyssenKrupp Elevator National Technical Services621 S. Royal Lane, Suite 500Coppell, TX 75019

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 ThyssenKrupp Elevator.

Printed in the United States of America2004

VIEW User GuideThyssenKrupp Elevator

Table of Contents

Section 1 — OverviewUnderstanding the Basics - - - - - - - - - - - - - - - - - - - - - - - - 1-1Register as a User - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-5

Sign In as a Registered User - - - - - - - - - - - - - - - - - - - - - 1-9ThyssenKrupp Elevator Regional Map - - - - - - - - - - - - - - - - - -1-11

Section 2 — Getting FamiliarWelcome Page - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-1My View Page - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-2Profile Page - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-7Contracts Page - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-8Reports Page- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -2-11Help Page - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -2-13Sign Out Page - - - - - - - - - - - - - - - - - - - - - - - - - - - - -2-14

Section 3 — Web Site UsageCustomizing the Web Site - - - - - - - - - - - - - - - - - - - - - - - - 3-1

My View - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-1Create a Report - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-2Reports in Detail - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-9

Samples of Typical General Reports - - - - - - - - - - - - - - - - - 3-9

Section A — Internet Browser SettingsInternet Explorer Version 5.x or Earlier - - - - - - - - - - - - - - - - - - A-1

Index

© 2004 ThyssenKrupp Elevator. All rights reserved.

This material contains valuable and proprietary trade secrets of ThyssenKrupp Elevator, and may not be disclosed, copied, distributed, used, licensed or soldfor any purpose without the written permission of ThyssenKrupp Elevator.

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NOTES

This space is reserved for personal notes relating to specific field maintenance.



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Section 1 -


Overview

Section 1

Overview

UNDERSTANDING THE BASICS

ThyssenKrupp maintenance customers enjoy the industry’s most powerful reporting and analysistool - VIEW.

Building owners and facility managers can access elevator maintenance records and collectservice related data with a click of a mouse, online anytime. The available information displayedon this user friendly web site, is based on Service and Maintenance tickets from the supportingbranch 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 followinghierarchy. In the next few pages, an explanation of the breakdown is given.



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Overview

The VIEW web site uses the relationship or data structure depicted on the previous page. Theservice data or ticket information is derived directly from data that the ThyssenKrupp ServiceTechnician sends to their branch office. When the technician services an elevator (escalator ordumbwaiter), they enter the work performed data in their Personal Digital Assistant (PDA). Thecustomer reviews this data and signs off on the PDA when complete. Since there are many branchoffices, organization of the data becomes key. To successfully utilize the ThyssenKrupp VIEW website, 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 ismade for access into the VIEW web site, an authorization process is performed to verify theauthenticity of the person making the request. Once the authentication process has beencompleted, a user account is created. Contracts are then assigned to the new user account. Thisallows a “user” to view specific “contract” information. Once this entire process has beencompleted, the new user will be notified via the e-mail address provided that they now haveaccess to the VIEW web site.

Access to the service ticket information on our web site will usually be through a report. Whencreating desired reports or views, you will create filters using the pull down selections (seeexamples on the following pages). The available choices in a pull down menu will be based on aselection made immediately prior to the current one. For example, selections available in thecontract list are dependent upon the selections made in the previous customer list. The followingexample show what you might see creating a Service Request Ticket summary report. You will seehow 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 elevatoror group of elevators supported by a ThyssenKrupp Branch office. The available information isbased on actual service and maintenance tickets reported by the field technicians and entered in abranch office’s database.

A “User” may be a property manager, for instance, who would want to run a monthly or annualreport 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, byconnecting to the VIEW web site.

When you, as a “User”, gain access to the VIEW web site, a VIEW User account is established foryou. As you sign in, the system recognizes you as the User and will only provide informationrelating to your contract or customer interests.



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Overview

Section 1

Web Site Data Hierarchy DemonstrationSelect the desired Customer. Based on the User’s Customer assignments, the pulldown menu will populate with only the customers from that account. Select thecustomer that you are interested in. (Or select “All” if you want to view allcustomers.)

Once the Customer is selected, a Contract can be selected. Based on the customerthat you have selected, the pull down menu will populate with only the contractsfrom 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 previouslyselected “All” customers, you will not be able to select a specific contract.



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Overview

Once a Contract is selected, a Unit can be selected. (Note: A unit may be anelevator, escalator, or dumbwaiter.)

Based on the contract that you have selected, the pull down menu will populatewith only the elevator units from that contract. Select a specific elevator unit thatyou are interested in. (Or select “All” if you want to view all units.) Note: If youpreviously selected “All” contracts, you will not be able to select a specific unit.

By selecting a specific Unit number, the service or repair ticket information isdisplayed in the report. By filtering with a date range, you may limit the amountof tickets that the report will return. No Ticket filter is available to select a specificticket number because generally the interest is on the contract number.

This completes the data hierarchy demonstration. For a complete discussion of the report creationprocess, see Section 3 Create a Report on page 3-2.

Once a Unit is selected, allTickets for that specified Unitwill be displayed. Thespecified date range limits theamount of tickets that will bedisplayed in the reports.

Note: If a Service Ticket wasentered without a Unitnumber, you will not see thedata for this ticket whenfiltering for a specific unit.



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Overview

Section 1

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 www.TKE-VIEW.com or access us by following the VIEW links atwww.thyssenkruppelevator.com

The VIEW Sign In page appears as displayed below. Click on the REGISTER button. If you havealready registered and received notification of your authorized access, refer to Sign In as aRegistered User on page 1-9.



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Overview

The Registration page appears as displayed below:

1. In the Service Information section, select the Level of Access that you are interested inbased on your needs:

• Branch - Select this option if all of your elevators are serviced by a single ThyssenKruppElevator (TKE) service location. After making this selection, use the drop-down list for



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Overview

Section 1

TKE Location to select the one location that your elevators are serviced in. A Zip CodeLookup function is provided if you need assistance in finding the name of your servicebranch.

NOTE: 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.

• Multi-Branch - Select this option if your elevators are serviced out of multiple TKE loca-tions and you are not a National Accounts customer. After making this selection, use thedrop-down list for TKE Location to select the multiple locations that your elevators areserviced in. A Zip Code Lookup function is provided if you need assistance in finding thenames of your service branches.

• National - Select this option if your elevators are serviced in multiple TKE locations ANDone 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 thenumber at which you can be reached during the work day.

8. Enter your E-mail Address. The E-mail address you specify will be the address to which theregistration confirmation will be sent.



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Overview

9. In the Security Information section, enter a User Name to be used when you Sign In to theweb 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 E-mail will arrive notifying you that you now have access to the Thys-senKrupp VIEW web site. (The delay is due to the branch’s Authentication and Enabling pro-cess.) Once approval has been granted, access to the VIEW web site will become availableimmediately.

17. Once you have received your approval E-mail, enter your User Name and Password on theVIEW 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 sec-tion to familiarize yourself with the web site. Then proceed to Section 3 for assistance withviewing the report data now available to you.



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Overview

Section 1

Sign In as a Registered User

Visit the VIEW web site at www.TKE-VIEW.com. The VIEW Sign In page appears as displayedbelow. Since you have already registered and received your approval E-mail, simply enter yourUser Name and Password, then click the SIGN IN button.

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 followingscreens, enter your E-mail address, then click on Submit.

NOTE: THE E-MAIL 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 youclick on the Submit button, the password will be sent back to you via E-mail withinfive minutes.



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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. Whenyou select one of the portals, the new page opens. This portal is highlighted to identify the pagethat you have opened.

Typically you will find yourself entering the Reports portal or viewing the Service Activities in theMy View portal. On the Reports page, you can set your report queries and then just run them asyou need (See Section 2 Reports Page on page 2-11). Proceed to Section 2 to learn more.



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Overview

Section 1

THYSSENKRUPP ELEVATOR REGIONAL MAP

This map identifies the regional boundaries established by ThyssenKrupp Elevator Company.



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NOTES

This space is reserved for personal notes relating to the subject matter.


Overview

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 tothe selected page. The portal name is always highlighted to identify the page that you haveopened.

Let’s get familiar with each of these pages.


This material contains valuable and proprietary trade secrets of ThyssenKrupp Elevator, and may not be disclosed, copied, distributed, used, licensed or sold for any purpose without the written permission of ThyssenKrupp Elevator.

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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 mainlyfrom this page. When you are first set up to Sign In to the VIEW web site, only one folder appearsby default. The “Most Recent Service Activity” folder will be displayed for the contracts that youmanage. Once a new folder has been created during the Report creation process, your user-created (personal) folders will appear. You may create up to 13 personal folders but you may saveas many reports in these folders as you like. More explanation is found on the next page.



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Getting Familiar

Section 2

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 isupdated multiple times per day to provide current status of any of your managed contracts. Eachline 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 seeprevious tickets, move your cursor over the SCROLL DOWN button to initiate the appropriatemovement in the list. When you put your cursor over the SCROLL UP button, the list moves todisplay the most recent tickets.

The folder line items are color coded for your convenience; Yellow represents a MaintenanceTicket, Green represents a Service Request Ticket, and Blue represents a Repair Ticket.



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Getting Familiar

To view details about any service item in the list, simply click on the item and the Ticket Detailscreen 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: THIS INFORMATION IS TYPICALLY THE SAME FOR ALL DETAILED SERVICE TICKETS.

NOTE: 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.



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Getting Familiar

Section 2

Personal Folders

In the example below, the folder on the right called “Sample Folder” is expanded to demonstratehow the user-created folders will appear. You may customize folders containing serviceinformation for a specific contract or you may create a folder specifically for required monthlyreports. 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. Theability to create a new folder is accessed during report creation. A detailed explanation of creatingreports can be found in Section 3 Create a Report on page 3-2. Examples of the available reportsand how they may be of use to you are located in Section 3 Reports in Detail on page 3-9.

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 lineitems at a time, therefore, if you have more than 9 reports in a folder, use the SCROLL UP orSCROLL DOWN buttons to move through the list accordingly.



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Getting Familiar

Every time you sign in to the VIEW web site, your folders and saved reports are accessible. EachUser of the VIEW web site creates their own unique folders and reports which are only visiblewithin 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 thefolder and then click on OK.

To delete the folder and all of the saved reports inside the folder, click on the Delete button in thetop 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.



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Getting Familiar

Section 2

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 registrationprocess will be displayed. If you need to make corrections or adjustments to the information onthis page, simply make the change to the appropriate field(s). Click on the Update button at thebottom of the page when finished and the changes take place immediately. If you started to makechanges but decide to discard them (and you have not yet clicked the Update button), use theReset 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.



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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. TheContract Summary screen appears first.

View all Contracts

On the Contract Summaryscreen, a listing of all yourcontracts appears. The listcontains Customer name,Contract number, Locationname and Address. In theService Ticket column,Summary appears in red.When you click on aparticular Summary link, alist of all tickets appears forthat specific contract number.

When you click on theSummary link in the previousstep, the Ticket Summaryscreen appears displayingonly the Service Tickets forthat specific contract. Thisscreen displays the customerLocation, Address, Elevatordesignator, Service Ticketnumber, the date of service,and the Requested Service(or work description). If youwould like to see the detail ofService Performed for aspecific ticket, click on theDetail link (in red) for thatspecific Service Ticketnumber.



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Getting Familiar

Section 2

When you have clicked on theDetail link under the ServicePerformed column for aspecific ticket, the TicketDetail screen appears whichincludes additional data suchas Time In, Time Out, and adetailed description of theService Performed.

View all Tickets

If you want to see all of theTickets for all of yourContracts, click on the TicketSummary link from theContract Summary screen.



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Getting Familiar

The Ticket Summary screenappears displaying all of thetickets for all of your ServiceContracts. If you would like tosee the detailed description ofthe Service Performed, clickon the Detail link for thatspecific Service Ticketnumber.

Again you see the TicketDetail Screen of the specificticket as shown on theprevious page.

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.

NOTE: 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.



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Getting Familiar

Section 2

REPORTS PAGE

One of the advantages of the VIEW web site is the ability to customize reports for your specificneeds. You may find it necessary to run monthly reports on all Service Calls, or run Elevatorspecific reports to monitor breakdowns and scheduled maintenance. The customizing process ofthe reports is simple and makes running reports a breeze.

To set up specific reports, click on the Reports portal and the following page appears. Detailedinstructions on how to customize the different types of reports are found in Section 3.

NOTE: THE LOCATION DROP DOWN BOX WILL ONLY DISPLAY FOR USERS WHO REGISTERED AS MULTI-BRANCH OR NATIONAL USERS ON THE REGISTRATION PAGE.



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Getting Familiar

The reports refer to all service tickets for all contracts that you hold with ThyssenKrupp Elevator.They provide summaries and details for some or all tickets that you select. From this page, reportscan 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 Timebetween ServiceRequests

• Average Number ofService Requests

• Service RequestPercentage

• Hours Breakdownfor Service, Repairs,or Maintenance byUnit or Contract

• Number of visits byContract or by Unit,whether for Service,Repairs, or Mainte-nance

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 ViewPage.



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Getting Familiar

Section 2

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 DocumentFormat (PDF).

NOTE: ADOBE READER IS A FREE VIEWING PROGRAM AVAILABLE FOR DOWNLOAD AT WWW.ADOBE.COM.

The User Guide is available to assist the user while online. Click through the bookmarks to quicklyopen any section of the manual for more information. The information is very similar to thismanual but may be more current.

Context sensitive help can be obtained on each page by clicking on the Help button whichlinks you to the appropriate section of the manual. For example, to get help creating areport, while on the reports page, click on the Help button. The link to Section 3 Create aReport will then appear.

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 provideassistance to you for needs you may have regarding the ThyssenKrupp Elevator VIEW web site.They can be contacted for anything ranging from site navigation to reporting technical issues withthe site, to requesting additional contacts, to recommendations for the VIEW web site. If you aresupported by more than one branch, all relevant contact personnel will be listed. You can call orclick on the E-mail address displayed to automatically pre-address your E-mail.



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Getting Familiar

SIGN OUT PAGE

When you want to exit the VIEW web site, click on Sign Out. The VIEW Login page reappears. Forsecurity reasons, it is recommended to exit the web site by clicking on Sign Out as opposed tojust closing your Browser’s window.

As an additional security measure, your sessions on the VIEW web site are set to time-out after 15minutes of inactivity. If this happens, simply Sign In again.

Now that you are familiar with the web site, proceed to Section 3 to learn howto create the various reports and customize your site to fit your needs.



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NOTES



Getting Familiar



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NOTES



Getting Familiar

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 tomake the most of your 13 customizable folders. Then you should decide on how to make the mostof 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 “MostRecent Service Activity” which lists the most recent ticket information for the contracts that youmanage.

Since there are no customizable folders displayed, let’s discuss how to add them. You can onlycreate folders during the process of creating reports. During the report creation process (refer tothe picture on page 3-6) when you are asked in which folder you would like your report to beplaced, select Other from the drop down menu. This will give you the opportunity to name yourfolder which then creates the folder. We’ll discuss this later in more detail in the Create a Reportsection which begins on the next page.


This material contains valuable and proprietary trade secrets of ThyssenKrupp Elevator, and may not be disclosed, copied, distributed, used, licensed or sold for any purpose without the written permission of ThyssenKrupp Elevator.

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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 displayingvarious types of service information for the contracts that you maintain. The VIEW report structureis on the following page and samples of the various types of reports are illustrated in the followingsubsection. (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 avail-able. Now click on the pull down menu to select a specific Report Name.



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Web Site Usage

Section 3

There are many choices of reports in VIEW. The figure below shows the list of available reportsand how to locate them within the VIEW’s Report structure:



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Web Site Usage

2. In this example, we will select Service Request Ticket. The following screen appears.

3. Select the ThyssenKrupp Elevator (TKE) Location that services you from the pull downmenu.

4. Select the desired Customer using the pull down menu. The “customer” that we refer to isthe contract owner, who may or may not be the building owner. For example, the customermay be a property management group.

If you want the report to include data from all customers, select All. If you select All, the Con-tract 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 includedata from all contracts, select All. If you select All, the Unit field will contain All as the onlychoice.

6. If you were interested in a specific contract, select the desired Unit using the pull downmenu. If you want the report to include data from all elevator units on this contract, select All.



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Web Site Usage

Section 3

7. Next, select the desired display method using the Display As pull down menu. The report willbe displayed in the selected format.

8. Next enter the date range for the reporting period. You may either enter the date (format forfield is MM/DD/YYYY) or click on the pull down menu next to the calendar icon near the Fromfield. A calendar popup window appears. Click on the desired day in the calendar. Do thesame for the To field.

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)



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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 theapplication’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 folderusing the pull down menu. For this example, we will select Averages Report Folder (createdin advance). If you want to add a new folder, select Other. A popup window will appear allow-ing 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 2-6.

12. 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.



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Web Site Usage

Section 3

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 atthe bottom of the page under My Saved Reports section.



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Web Site Usage

15. On My View page, the newly created report and new folder are displayed. Click on the Dis-play icon to view the report.

16. If you have clicked on the View icon from the Reports page or the Display icon from the MyView page, the report appears. Below is a sample of the report that was just created.

17. This is how all reports are created. The next subsection will help you understand how each ofthe types of reports may be used.

Notice! Here is the name ofthe report that you created.



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Web Site Usage

Section 3

REPORTS IN DETAIL

There are many different types of reports that may be generated. In the previous subsection youwere 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 ServiceRequests and preventative maintenance performed on specific elevators or specific buildings. Ormaybe you want to have monthly reports available for the building owner. It is a simple process tocreate the desired service report.

The following subsections will display and describe a variety of typical reports you may want torun. The data behind the reports is updated multiple times a day dependent on the branch’s inputto 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)

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.



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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.



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Section 3

Report Type: Contract -> Averages (Graph) -> Average Number of Service Requests





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Report Type: Contract -> Averages (Graph) -> Service Request Percentage





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Section 3

Report Type: Contract -> Hours and Tickets (Graph) -> Hours Breakdown by Contract





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Report Type: Contract -> Hours and Tickets (Graph) -> Maintenance Hours Breakdown (Contract)





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Section 3

Report Type: Contract -> Hours and Tickets (Graph) -> Service Requests Hours Breakdown (Contract)





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Web Site Usage

Report Type: Contract -> Hours and Tickets (Graph) -> Repair Hours Break-down (Contract)





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Section 3

Report Type: Contract -> Hours and Tickets (Graph) -> Number of Visits by Contract (All types)





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Report Type: Contract -> Hours and Tickets (Graph) -> Number of Maintenance Visits (Contract)





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Section 3

Report Type: Contract -> Hours and Tickets (Graph) -> Number of Service Requests Visits (Contract)





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Report Type: Contract -> Hours and Tickets (Graph) -> Number of Repair Visits





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Section 3

Report Type: Unit -> Detail/Text -> Scheduled Maintenance Ticket



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Web Site Usage

Report Type: Unit -> Detail/Text -> Service Request Ticket



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Section 3

Report Type: Unit -> Detail/Text -> Repair Ticket



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Web Site Usage

Report Type: Unit -> Detail/Text -> Total Activity



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Section 3

Report Type: Unit -> Detail/Text -> Total Activity Detail



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Report Type: Unit -> Detail/Text -> Ticket Signature



VIEW: v.4 [09/04]3 — 26



VIEW: v.4 [v. 09/04] 3 — 27

NOTES



Web Site Usage



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NOTES



Web Site Usage

Appendix A -


Internet Browser Settings

Append


INTERNET EXPLORER VERSION 5.X OR EARLIER

If you have the standard configuration established by the ThyssenKrupp Elevator Corporation, youmay need to change some ActiveX control settings to set the date range for report creation. Whenyou initially attempt to set the date range in a newly created report, you may receive an errormessage regarding improper ActiveX Control setting. The illustration below shows a typical errormessage 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 willappear. 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)



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ix



1. To overcome these messages, click on Tools in the task bar and then select InternetOptions from the pull down menu.



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Append

2. The General tab opens as the default.

3. Click on the Security tab. Select the TrustedSite icon. Click on the Sites button to add ourweb site to the trusted web zone list.



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ix



4. The Trusted sites window appears. Enterhttp://www.tke-view.com in the top field.Uncheck the box at the bottom.

5. Click on the Add button. The site appears inthe Web sites: field.

6. Then click on the OK button at the bottom ofthe window.

7. Click OK again on the Internet Options win-dow.

Now when you set the date range in the report creation process, you will be able to open theCalendar icon and select the From and To dates. You can now return to the Enter Date topic forthe Calendar function in Section 3 on page 3-5.



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VIEW: v.4 [09/04] A — 5

NOTES






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NOTES





Index

Inde

Index
AActivity Folder, 2—3Adobe Reader Program, 2—13
BBranch Access, 1—6

CContracts Page, 2—8

EExiting the web site, 2—14

FForgot Password?, 1—9

HHelp Page, 2—13

LLevel of Access

Branch, 1—6Multi-Branch, 1—7National, 1—7

MMulti-Branch Access, 1—7My View Page, 2—2

NNational Access, 1—7

PPassword

Forgot Password?, 1—9Remember my ID and Password?, 1—9

Personal Folders, 2—5Portals, 1—10Profile Page, 2—7

RRegional Map, 1—11Register as a User, 1—5Reports Page, 2—11Reset button, 2—7

SSign In as a Registered User, 1—9Sign Out Page, 2—14

TTime-out of VIEW web site, 2—14

UUpdate button, 2—7User, Definition of, 1—2

WWelcome Page, 2—1



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x


Index

NOTES




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Printed in the USA.

Copyright 2004 User V4 manual.pdf© 2004 ThyssenKrupp Elevator. All rights reserved. This material...

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