VIEW User V4 Manual - THYSSEN PDF

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

2004
VIEW User Guide
ThyssenKrupp Elevator
Table of Contents
Section 1 — Overview
Understanding the Basics - - - - - - - - - - - - - - - - - - - - - - - - 1-1
Register as a User - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-5
Sign In as a Registered User - - - - - - - - - - - - - - - - - - - - - 1-9
ThyssenKrupp Elevator Regional Map - - - - - - - - - - - - - - - - - -1-11
Section 2 — Getting Familiar

Welcome Page - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-1
My View Page - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-2
Profile Page - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-7
Contracts Page - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-8
Reports Page- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -2-11
Help Page - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -2-13
Sign Out Page - - - - - - - - - - - - - - - - - - - - - - - - - - - - -2-14
Section 3 — Web Site Usage

Customizing the Web Site - - - - - - - - - - - - - - - - - - - - - - - - 3-1
My View - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-1
Create a Report - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-2
Reports in Detail - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-9
Samples of Typical General Reports - - - - - - - - - - - - - - - - - 3-9
Section A — Internet Browser Settings

Internet 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 sold
for any purpose without the written permission of ThyssenKrupp Elevator.
VIEW: v.4 [09/04] TOC — 1

VIEW User Guide
NOTES
This space is reserved for personal notes relating to specific field maintenance.

TOC — 2 VIEW: v.4 [09/04]

Overview
VIEW User Guide
Section 1
Section 1 - Overview
UNDERSTANDING THE BASICS
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

Overview
VIEW User Guide
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 e-mail 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]

Overview
VIEW User Guide
Section 1
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.)
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

Overview
VIEW User Guide
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 3-2.

1—4 VIEW: v.4 [09/04]

Overview
VIEW User Guide
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 at

www.thyssenkruppelevator.com
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

Overview
VIEW User Guide
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]

Overview
VIEW User Guide
Section 1
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.
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 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 E-mail Address. The E-mail address you specify will be the address to which the
registration confirmation will be sent.

VIEW: v.4 [09/04] 1—7

Overview
VIEW User Guide
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 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 available
immediately.
17. Once you have received your approval E-mail, 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 sec-
tion 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]

Overview
VIEW User Guide
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 displayed
below. Since you have already registered and received your approval E-mail, simply enter your
User 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 following
screens, 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 you
click on the Submit button, the password will be sent back to you via E-mail within
five minutes.

VIEW: v.4 [09/04] 1—9

Overview
VIEW User Guide
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.

1 — 10 VIEW: v.4 [09/04]

Overview
VIEW User Guide
Section 1
THYSSENKRUPP ELEVATOR REGIONAL MAP
This map identifies the regional boundaries established by ThyssenKrupp Elevator Company.

VIEW: v.4 [09/04] 1 — 11

Overview
VIEW User Guide
NOTES
This space is reserved for personal notes relating to the subject matter.

1 — 12 VIEW: v.4 [09/04]

Getting Familiar
VIEW User Guide
Section 2 - Getting Familiar

WELCOME PAGE
After signing into the VIEW web site, the Welcome page appears.
Section 2
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
Getting Familiar
VIEW User Guide
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 user-
created (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]
VIEW User Guide 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
Section 2
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.

VIEW: v.4 [09/04] 2—3
Getting Familiar
VIEW User Guide
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: 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.

2—4 VIEW: v.4 [09/04]
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
Section 2
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.
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
Getting Familiar
VIEW User Guide
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]
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
Section 2
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.

VIEW: v.4 [09/04] 2—7
Getting Familiar
VIEW User Guide
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]
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
Getting Familiar
VIEW User Guide
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: 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.

2 — 10 VIEW: v.4 [09/04]
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
Getting Familiar
VIEW User Guide
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, 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 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 View
Page.

2 — 12 VIEW: v.4 [09/04]
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 WWW.ADOBE.COM.
Section 2
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.
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 ThyssenKrupp Elevator 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 E-mail address displayed to automatically pre-address your E-mail.

VIEW: v.4 [09/04] 2 — 13
Getting Familiar
VIEW User Guide
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.

2 — 14 VIEW: v.4 [09/04]
Getting Familiar
VIEW User Guide
NOTES

VIEW: v.4 [v. 09/04] 2 — 15
Getting Familiar
VIEW User Guide
NOTES

2 — 16 VIEW: v.4 [09/04]
Web Site Usage
VIEW User Guide
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.
Section 3
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
Web Site Usage
VIEW User Guide
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 avail-
able. Now click on the pull down menu to select a specific Report Name.

3—2 VIEW: v.4 [09/04]
VIEW User Guide 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:
Section 3

VIEW: v.4 [09/04] 3—3
Web Site Usage
VIEW User Guide
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 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 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 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]
7. Next, select the desired display method using the Display As pull down menu. The report will
be displayed in the selected format.
Section 3
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.
NOTE: IFYOU 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
Web Site Usage
VIEW User Guide
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 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.

3—6 VIEW: v.4 [09/04]
13. Save the report by clicking on the Save button.
Section 3
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
Web Site Usage
VIEW User Guide
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 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]
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)
Section 3
•
• 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.
VIEW: v.4 [09/04] 3—9
Web Site Usage
VIEW User Guide
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.

3 — 10 VIEW: v.4 [09/04]
Report Type: Contract -> Averages (Graph) -> Average Number of Service
Requests
Section 3

VIEW: v.4 [09/04] 3 — 11
Web Site Usage
VIEW User Guide
Report Type: Contract -> Averages (Graph) -> Service Request Percentage

3 — 12 VIEW: v.4 [09/04]
Report Type: Contract -> Hours and Tickets (Graph) -> Hours Breakdown by
Contract
Section 3

VIEW: v.4 [09/04] 3 — 13
Web Site Usage
VIEW User Guide
Report Type: Contract -> Hours and Tickets (Graph) -> Maintenance Hours
Breakdown (Contract)

3 — 14 VIEW: v.4 [09/04]
Report Type: Contract -> Hours and Tickets (Graph) -> Service Requests Hours
Breakdown (Contract)
Section 3

VIEW: v.4 [09/04] 3 — 15
Web Site Usage
VIEW User Guide
Report Type: Contract -> Hours and Tickets (Graph) -> Repair Hours Break-
down (Contract)

3 — 16 VIEW: v.4 [09/04]
Report Type: Contract -> Hours and Tickets (Graph) -> Number of Visits by
Contract (All types)
Section 3

VIEW: v.4 [09/04] 3 — 17
Web Site Usage
VIEW User Guide
Report Type: Contract -> Hours and Tickets (Graph) -> Number of Maintenance
Visits (Contract)

3 — 18 VIEW: v.4 [09/04]
Report Type: Contract -> Hours and Tickets (Graph) -> Number of Service
Requests Visits (Contract)
Section 3

VIEW: v.4 [09/04] 3 — 19
Web Site Usage
VIEW User Guide
Report Type: Contract -> Hours and Tickets (Graph) -> Number of Repair Visits

3 — 20 VIEW: v.4 [09/04]
Report Type: Unit -> Detail/Text -> Scheduled Maintenance Ticket
Section 3

VIEW: v.4 [09/04] 3 — 21
Web Site Usage
VIEW User Guide
Report Type: Unit -> Detail/Text -> Service Request Ticket

3 — 22 VIEW: v.4 [09/04]
Report Type: Unit -> Detail/Text -> Repair Ticket
Section 3

VIEW: v.4 [09/04] 3 — 23
Web Site Usage
VIEW User Guide
Report Type: Unit -> Detail/Text -> Total Activity

3 — 24 VIEW: v.4 [09/04]
Report Type: Unit -> Detail/Text -> Total Activity Detail
Section 3

VIEW: v.4 [09/04] 3 — 25
Web Site Usage
VIEW User Guide
Report Type: Unit -> Detail/Text -> Ticket Signature

3 — 26 VIEW: v.4 [09/04]
Web Site Usage
VIEW User Guide
NOTES

VIEW: v.4 [v. 09/04] 3 — 27
Web Site Usage
VIEW User Guide
NOTES

3 — 28 VIEW: v.4 [09/04]
Internet Browser Settings
VIEW User Guide
Appendix A - Internet Browser Settings

INTERNET EXPLORER VERSION 5.X OR EARLIER
If you have the standard configuration established by the ThyssenKrupp Elevator 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.
Appendix
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
VIEW User Guide
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]
VIEW User Guide
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.
Appendix

VIEW: v.4 [09/04] A—3
VIEW User Guide
4. The Trusted sites window appears. Enter

http://www.tke-view.com 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 win-

dow.
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]
VIEW User Guide
NOTES

VIEW: v.4 [09/04] A—5
VIEW User Guide
NOTES

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

VIEW: v.4 [09/04] I—1

Index
VIEW User Guide
NOTES

I—2 VIEW: v.4 [09/04]

Printed in the USA.

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Section 2 — Getting Familiar

Section 3 — Web Site Usage

Section A — Internet Browser Settings

© 2004 ThyssenKrupp Elevator. All rights reserved.

VIEW: v.4 [09/04] TOC — 1

© 2004 ThyssenKrupp Elevator. All rights reserved.

TOC — 2 VIEW: v.4 [09/04]

© 2004 ThyssenKrupp Elevator. All rights reserved.

VIEW: v.4 [09/04] 1—1

© 2004 ThyssenKrupp Elevator. All rights reserved.

1—2 VIEW: v.4 [09/04]

© 2004 ThyssenKrupp Elevator. All rights reserved.

VIEW: v.4 [09/04] 1—3

Once a Contract is selected, a Unit can be selected. (Note: A unit may be an

Once a Unit is selected, all

Note: If a Service Ticket was

By selecting a specific Unit number, the service or repair ticket information is

© 2004 ThyssenKrupp Elevator. All rights reserved.

1—4 VIEW: v.4 [09/04]

Go to the web site at www.TKE-VIEW.com or access us by following the VIEW links at

© 2004 ThyssenKrupp Elevator. All rights reserved.

VIEW: v.4 [09/04] 1—5

The Registration page appears as displayed below:

© 2004 ThyssenKrupp Elevator. All rights reserved.

1—6 VIEW: v.4 [09/04]

4. Select your Country using the pull down menu.

5. Select your State/Province using the pull down menu.

6. Enter your Zip Code in the appropriate fields.

© 2004 ThyssenKrupp Elevator. All rights reserved.

VIEW: v.4 [09/04] 1—7

10. Enter a unique password in the Password field.

12. In the Security Question field, select a desired Question.

13. Enter your answer in the Answer field.

14. Click on the Submit button.

15. The confirmation message displays.

© 2004 ThyssenKrupp Elevator. All rights reserved.

1—8 VIEW: v.4 [09/04]

© 2004 ThyssenKrupp Elevator. All rights reserved.

VIEW: v.4 [09/04] 1—9

© 2004 ThyssenKrupp Elevator. All rights reserved.

1 — 10 VIEW: v.4 [09/04]

© 2004 ThyssenKrupp Elevator. All rights reserved.

VIEW: v.4 [09/04] 1 — 11

© 2004 ThyssenKrupp Elevator. All rights reserved.

1 — 12 VIEW: v.4 [09/04]

Section 2 - Getting Familiar

Let’s get familiar with each of these pages.

© 2004 ThyssenKrupp Elevator. All rights reserved.

© 2004 ThyssenKrupp Elevator. All rights reserved.

© 2004 ThyssenKrupp Elevator. All rights reserved.

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.

...what the caller described to be the problem.

...what the technician did to correct the problem.

© 2004 ThyssenKrupp Elevator. All rights reserved.

© 2004 ThyssenKrupp Elevator. All rights reserved.

© 2004 ThyssenKrupp Elevator. All rights reserved.

© 2004 ThyssenKrupp Elevator. All rights reserved.