CalWebUserGuide

Table of Contents
Welcome to CalWeb! ................................................................................................... 1
Features and Benefits .............................................................................................. 1
VISIBILITY ........................................................................................................... 1
ENTERPRISE ...................................................................................................... 1
RELIABILITY AND SECURITY ............................................................................. 1
COMPLIANCE ..................................................................................................... 1
Login Screen ............................................................................................................... 3
Other Options ....................................................................................................... 3
Demo User Account ............................................................................................. 3
New User Registration ................................................................................................. 5
Required Items ..................................................................................................... 5
Other Items .......................................................................................................... 6
Password Recovery..................................................................................................... 7
Password Requirements ....................................................................................... 7
Manage User Account ................................................................................................. 9
Simple Asset Search ................................................................................................. 11
Tek Managed Assets ............................................................................................. 11
Customer Managed Assets .................................................................................... 11
Tek Managed Asset List ............................................................................................ 13
Asset List ............................................................................................................... 13
Asset List Views..................................................................................................... 13
Request Info.............................................................................................................. 17
Asset Detail Screen -Tek Managed Assets................................................................. 19
Asset Edit Tek Managed Assets ................................................................................ 23
Customer Managed Asset List ................................................................................... 25
Asset List ............................................................................................................... 25
Asset List Views..................................................................................................... 25
Asset Detail Screen Customer Managed Assets......................................................... 27
Asset Edit Customer Managed Assets ....................................................................... 29
Work In Process ........................................................................................................ 31
Work In Process .................................................................................................... 31
Service History .......................................................................................................... 35
Service History....................................................................................................... 35
Service History (CMA) ............................................................................................... 39
Service History....................................................................................................... 39
CMA OOT Case Management ................................................................................... 41
Billing History ............................................................................................................ 45
Tool Kit Creation ....................................................................................................... 47
Create the Tool Kit Placeholder Asset .................................................................... 47
Add the Components to the Tool Kit .................................................................... 47
Tool Kit Maintenance ................................................................................................. 51
Tool Kit Maintenance List .................................................................................... 51
ToolKit Components Detail ................................................................................. 52
Add New Tool Kit Component to Tool Kit............................................................. 53iTable of Contents
Removing Took Kit Component from a Tool Kit ................................................... 53
Dashboard ................................................................................................................ 55
Dashboard - Tek Managed Assets ...................................................................... 55
Dashboard - Customer Managed Assets ............................................................. 55
Service History/OOT Approval Process ...................................................................... 57
Delivery Metrics......................................................................................................... 59
Delivery Dashboard ................................................................................................... 63
EIS Delivery Dashboard ............................................................................................ 65
EIS Delivery Metrics .................................................................................................. 67
Notification/News....................................................................................................... 69
Request Quote .......................................................................................................... 71
Request Service ........................................................................................................ 73
CMA Recall Notices................................................................................................... 75
Calibration Service Due – Preventative Maintenance Due – Notifications ............. 75
Adding Tek Managed Assets ..................................................................................... 77
Adding Certificates for International Customers .......................................................... 81
Adding Certificates for Post Only Customers .............................................................. 85
Adding Customer Managed Assets ............................................................................ 87
Adding Bulk Certificates for Customer Managed Assets ............................................. 91
Asset Update Using Upload Spreadsheets ................................................................. 95
Mass Update - Tek Managed Assets.......................................................................... 97
Mass Update - Customer Managed Assets ................................................................ 99
Customer Service .................................................................................................... 101
Report Issue/Give Feedback.................................................................................... 103
Version Information ................................................................................................. 105
Validation Documentation ........................................................................................ 107
Tool Crib Administration .......................................................................................... 109
User List........................................................................................................... 109
User Set Up ..................................................................................................... 109
Tool Crib Check Out/Check In ................................................................................. 113
Tool Crib Check Out ......................................................................................... 113
Tool Crib Check Out Confirmation ..................................................................... 113
Tool Crib Check In ............................................................................................ 114
Tool Crib Email Notification ...................................................................................... 115
Tool Crib Reports .................................................................................................... 117
Equipment History ............................................................................................ 117
Check Out Tools............................................................................................... 117
Check In Tools ................................................................................................. 118
Tools Checked Out ........................................................................................... 119
Overdue Equipment.......................................................................................... 119
Add Tek Managed Asset................................................................................... 119
Lab Accreditation..................................................................................................... 121ii

Welcome to CalWeb!
CalWeb is an innovative and robust calibration software platform used by customers
around the world to ensure quality, safety and dependability. This application allows
individuals from multiple departments to gain full visibility of their organization’s
calibration program, reducing the time and effort needed to maintain compliance.

Features and Benefits
VISIBILITY
CalWeb provides a strategic window into the performance of your entire calibration
program, with real time information and full asset visibility.

ENTERPRISE
Are you looking to centralize reporting for your local, regional and global operations all
in one place? CalWeb includes a sophisticated enterprise view that aggregates data
across multiple locations.

RELIABILITY AND SECURITY
The CalWeb data center maintains a 99.5% availability rate, protected by extensive
back-up power, multi-layered security, and network redundancy.

COMPLIANCE
For quality assurance, CalWeb records all data modifications and notifies appropriate
personnel of changes. CalWeb is compliant with rigorous standards like the FDA’sguidelines for electronic records and signatures – 21 CFR Parts 11 and 820.

1

Login Screen
To log in to CalWeb, go to: https://calweb.tek.com.

1. Enter your Username
2. Enter your Password
3. Click on the Log In button

Other OptionsClick on the Password Recovery link to recover the user password
Click on the New User Registration link to request a new user account

Demo User Account
The CALWEB system has a Demo user account that can be used to familiarize the user
with CalWeb. To access the Demo account, go to the CalWeb login screen athttps://calweb.tek.com. Use the following username and password:

Username: calwebdemo@tek.com
Password: Password1

3

Login Screen

4New User Registration
To request a CalWeb account, go to the login screen at https://calweb.tek.com andclick on the New User Registration link. Enter requested information and submit. A
verification email will be sent when the account is activated.

Required Items
The following items, outlined by a red box, are required:


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First Name
Last Name
Email
Company Name
Company AddressCompany City
Phone Number

5New User Registration

Password Recovery Question
Password Recovery Answer

Other Items

Customer Number - Please contact the servicing branch to obtain the customer
number or contact Customer Service at 1-877-477-8204
FDA Validation Required - If this is enabled, an email notification will be sent tothe user for CalWeb Releases and any other down-times

6Password Recovery
To request your password, go to https://calweb.tek.com and click on the Password
Recovery link. Enter Username and submit. An email will be sent with a link to reset
your password.

Password RequirementsMust contain at least six characters
Must contain at least one uppercase letter
Must contain at least one lowercase letter
Must contain at least one number

7Password Recovery

8Manage User Account
The Manage User Account feature enables the user to make changes to CalWeb
account information such as the Name, Email, Company Address, Password, Start
Page and Default Customer Number.

In order to access the Manage User Account feature from the CalWeb menu, click on
the user name in the upper right-hand corner and then the 'Manage' button.

Enter the new information in the proper fields, then click on the 'Submit' button to savethe changes.

9Manage User Account10

Simple Asset Search
Tek Managed Assets
The Simple Asset Search allows a user to search Tek Managed Assets using specificcriteria. This screen is accessible through the CalWeb Start Page via the ‘Simple Asset
Search’ tile or through the menu bar via ‘Views >>Simple Asset Search’. To search foran asset you may select your criteria and click on the 'Submit' button. You will be
redirected to the ‘Tek Managed Assets’ page with the filtered results.

Customer Managed Assets
The Simple Asset Search allows a user to search Customer Managed Assets using
specific criteria. This screen is accessible through the CalWeb Start Page via the‘Simple Asset Search’ tile or through the menu bar via ‘Views >>Simple Asset Search’.
On the Simple Asset Search page, click on the Simple Asset Search (CMA) tab. To
search for an asset you may select your criteria and click on the 'Submit' button. You
will be redirected to the ‘Customer Managed Assets’ page with the filtered results.

11Simple Asset Search

12Tek Managed Asset List

Asset List
The Tek Managed Asset List displays the customer’s inventory of assets serviced by
SSO, including the most recent service event for each piece of equipment. In order toaccess the Asset List feature from the menu, click on the Tek Managed Assets tile on
the 'Home' screen or click on the Tek Managed Assets tile in the 'Views' menu. The Tek
Managed Assets screen provides links to the Calibration Certificates as well as links to
the Asset Detail, Asset Edit and Request Info views. The asset list can be sorted orfiltered by specific criteria to create custom views which can be exported to Microsoft
Excel or emailed as an .xlsx or .csv file.

Asset List Views
Users can change the view of the Asset List screen by clicking on the following links at
the top of the screen:
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Active: The screen displays all active assets, including assets with a “No Recall”
status.
Recall: The screen displays all active assets that are set up for recall
notifications.
No Recall: The screen displays assets that are excluded from the recall
notifications.
Out of Service: The screen displays assets that have been removed fromservice.
All: The screen displays all assets belonging to the customer regardless of thestatus. This includes Customer Managed Assets as well.
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Tek Managed Asset List

Sort the Asset List
The Asset List screen can be sorted by clicking on the column heading. For example, tosort by Model Number, click on “Model #” at the top of that column. The arrow indicatesthe direction of the sort.

Filter the Asset List
The Asset List screen allows the user to filter the assets using several filter options:Drop-down: To filter using the drop-down, select an item from the list and click enter.
For example: click the drop-down menu in the “Manufacturer” column, select amanufacturer, and click on enter. CalWeb filters out all assets except the selected
manufacturer’s assets.
Text Entry: To filter using text entry, enter the criteria into the field's text box. For
example, under the word “Model #”, type WD1 and click the enter button. All assets will
be filtered out except assets with model # WD1.
To remove a filter, click the X in the filter box.
Request Info
Click on the information icon in the 'Actions' column to view the Request Info screen.
This screen submits a form to Customer Care pertaining to the asset.
View Asset Detail
Click on the binocular icon in the 'Actions' column to view the asset detail. The Asset
Detail screen provides detailed information and history on a specific asset, including
previous Calibration Certificates and invoices.
Edit Asset
Click on the pencil icon in the 'Actions' column to view the Asset Edit screen. The asset
edit screen allows the user to make modifications to the asset.

View Calibration Certificates
Point and click on the pdf icon in the 'Actions' column to view the current Calibration
Certificate for a specific asset. The Calibration Certificate will open in an Adobe Reader(PDF) form. The certificate can be viewed, printed, or saved.

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CalWebUserGuide

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Request Info

The Request Info screen submits a request for information about an asset to SSO
Customer Care. The asset information will be automatically displayed on the screen.
The user can add comments and/or attach a file for submission.

Audit Trail
An audit trail captures all of the information requests for a specific asset.

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Asset Detail Screen -Tek Managed
AssetsThe Asset Detail screen provides detailed information and history on a specific asset,
including previous Calibration Certificates and invoices. In order to get to the asset
detail view, go to the Tek Managed Assets view and click on the binocular icon in the'Actions' column.

Asset Detail Fields
The asset detail screen provides a display of the asset's data. This display can becustomized to show whichever fields the customer prefers.

Request Info
The Request Info form provides a means of requesting or providing information
pertaining to the asset. To access this form, click on the Information icon next to the
Asset Detail title.

Move to CMA
Click on the Move to CMA button to copy the asset data to Customer Managed Assets.
The user can then map the columns to transfer the data. The asset will be set to the Out
of Service status in Tek Managed Assets and new asset will be created in Customer
Managed Assets.
Work In Process Log
The Work In Process log displays the status of an asset if it is currently in the Work In
Process queue.
Attachments
The attachments area allows users to add multiple attachments to the selected asset.
Users may have the ability to add, edit or delete the attachments based upon theirrights.
Department Email19

Asset Detail Screen -Tek Managed Assets
The Department Email feature is a custom feature which allows emails to be sent using
a department break out. This area displays the Department breakout information forcustomers with this feature.

Asset Service History
The asset service history provides information regarding the asset's service events.
Each service event provides a link to the certificate and/or certificate.

Asset Document History
The Asset Document History provides a list of documents associated with the asset aswell as links to download the documents.

Audit Log
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CalWebUserGuide
An audit trail is provided for each asset. Any changes made to the asset will be
displayed in this area. Changes can be displayed for Gage Insite Only, CalWeb Only orboth. This list is filterable, sortable and can be exported to excel.

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Asset Edit Tek Managed Assets
The Asset Edit screen provides detailed information on a specific asset which can beedited by the user. In order to get to the asset edit view, go to the Tek Managed Assets
view and click on the pencil icon in the 'Actions' column. The asset edit view is also
accessible via the asset detail page by clicking on the Edit button. This view can becustomized to show fields based on the customer's preference. Any changes made toan asset are stored in an audit log which is accessible via the asset detail page.

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Customer Managed Asset List

Asset List
The Customer Managed Assets module is a feature that provides a platform for the user
to add and manage non-calibrated or locally supported equipment/assets not serviced
by SSO. The customer is responsible for maintaining and managing all assets notserviced by SSO that are added to the Customer Managed Assets module. In order toaccess the Asset List feature from the menu, click on the Customer Managed Assets
tile on the 'Home' screen or click on the Customer Managed Assets tile in the 'Views'
menu. The asset list can be sorted or filtered by specific criteria to create custom views
which can be exported to Microsoft Excel or emailed as an .xlsx or .csv file.

Asset List Views
Users can change the view of the Asset List screen by clicking on the following links at
the top of the screen:






Active: The screen displays all active assets, including assets with a “No Recall”
status.
Recall: The screen displays all active assets that are set up for recall
notifications.
No Recall: The screen displays assets that are excluded from the recall
notifications.
Out of Service: The screen displays assets that have been removed fromservice.
Active/Out of Service: The screen displays all Customer Managed Assets.

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Customer Managed Asset List

Sort the Asset List
The Asset List screen can be sorted by clicking on the column heading. For example, tosort by Model Number, click on “Model #” at the top of that column. The arrow indicatesthe direction of the sort.

Filter the Asset List
The Asset List screen allows the user to filter the assets using several filter options:Drop-down: To filter using the drop-down, select an item from the list and click enter.
For example: click the drop-down menu in the “Manufacturer” column, select amanufacturer, and click on enter. CalWeb filters out all assets except the selected
manufacturer’s assets.
Text Entry: To filter using text entry, enter the criteria into the field's text box. For
example, under the word “Model #”, type WD1 and click the enter button. All assets will
be filtered out except assets with model # WD1.
To remove a filter, click the X in the filter box.
View Asset Detail
Click on the binocular icon in the 'Actions' column to view the asset detail. The Asset
Detail screen provides detailed information and history on a specific asset.
Edit Asset
Click on the pencil icon in the 'Actions' column to view the Asset Edit screen. The asset
edit screen allows the user to make modifications to the asset.

Add Asset
To add an asset not serviced by SSO, click on “Add Asset” in the Customer Managed
Assets screen.

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Asset Detail Screen Customer Managed
AssetsThe Asset Detail screen provides detailed information and history on a specific asset,
including previous Calibration Certificates and PMs. In order to get to the asset detailview, go to the Customer Managed Assets view and click on the binocular icon in the'Actions' column.

Asset Detail Fields
The asset detail screen provides a display of the asset's data. This display can becustomized to show whichever fields the customer prefers.

Move to TMA
Click on the Move to TMA button to copy the asset data to Tek Managed Assets. The
user can then map the columns to transfer the data. The asset will be set to the Out ofService status in Customer Managed Assets and new asset will be created in Tek
Managed Assets.
Attachments
The attachments area allows users to add multiple attachments to the selected asset.
Users may have the ability to add, edit or delete the attachments based upon theirrights.

Asset Service History
The Asset Service History provides customers a way to manage the service history of
their assets. Users can add Service Events such as calibrations and PMs by clicking on
the Add button in the Asset Service History title bar. Clicking on the Pencil icon allows
users to edit the service event. Users may also delete the asset by clicking on the
Delete icon.

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Asset Detail Screen Customer Managed Assets

CMA Service Event
A CMA Service Event can be created by clicking on the Add button in the CMA Asset
Detail. The user can select Calibration or PM event and fill out the relevant information.
After saving, the event will be displayed on the asset detail view.

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Asset Edit Customer Managed Assets
The Asset Edit screen provides detailed information on a specific asset which can beedited by the user. In order to get to the asset edit view, go to the Customer Managed
Assets view and click on the pencil icon in the 'Actions' column. The asset edit view isalso accessible via the asset detail page by clicking on the Edit button. This view can becustomized to show fields based on the customer's preference. Any changes made toan asset are stored in an audit log which is accessible via the asset detail page.

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Work In Process

Work In Process
The Work in Process feature provides a list of all equipment currently being serviced at
SSO. Status, technician notes (when applicable), and equipment movement through thecalibration process are listed for each piece of equipment as it is being serviced at SSO.
In order to access the Work In Process feature from the menu, click on the Work In
Process tile on the 'Home' screen or click on the Work In Process tile in the 'Views'
menu. The Work In Process view can be sorted or filtered by specific criteria to createcustom views which can be exported to Microsoft Excel or emailed as an .xlsx or .csv
file.
Sort the Work In Process
The Work In Process screen can be sorted by clicking on the column heading. For
example, to sort by Model Number, click on “Model #” at the top of that column. The
arrow indicates the direction of the sort.

Filter the Work In Process
The Work In Process screen allows the user to filter the assets using several filter
options:
Drop-down: To filter using the drop-down, select an item from the list and click enter.
For example: click the drop-down menu in the “Manufacturer” column, select amanufacturer, and click on enter. CalWeb filters out all assets except the selected
manufacturer’s assets.

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Work In Process
Text Entry: To filter using text entry, enter the criteria into the field's text box. For
example, under the word “Model #”, type WD1 and click the enter button. All assets will
be filtered out except assets with model # WD1.
To remove a filter, click the X in the filter box.

Bulk PDF
The Bulk PDF process provides the user the ability to send multiple certificates in an
email at one time. To use this functionality, the user can check the check boxes next tothe certificate or check the 'Select All' check box to select all of the certificates on theview. Once the certificates have been selected, the user should click on the shopping
cart to review and submit the request. In this form, the user can remove certificates orchange the email address to a different email. Once the request has been reviewed, theuser can click on the Send as Bulk PDF button to submit the request. The list ofcertificates will then be emailed to the appropriate person. Note: This option is only
available for items with a 'Shipped' status.

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CalWebUserGuide

Request Info
Click on the information icon in the 'Actions' column to view the Request Info screen.
This screen submits a form to Customer Care pertaining to the asset.
View Asset Detail
Click on the binocular icon in the 'Actions' column to view the asset detail. The Asset
Detail screen provides detailed information and history on a specific asset, including
previous Calibration Certificates and invoices.
Edit Asset
Click on the pencil icon in the 'Actions' column to view the Asset Edit screen. The asset
edit screen allows the user to make modifications to the asset.

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Service History

Service History
The Service History feature provides a complete history of each asset calibrated and/or
serviced by SSO. In order to access the Service History feature from the menu, click on
the Service History tile on the 'Home' screen or click on the Service History tile in the'Views' menu. The user can also view Calibration Certificates and access the Asset
Detail Screen. The Service History can be sorted or filtered by specific criteria to createcustom views which can be exported to Microsoft Excel or emailed as an .xlsx or .csv
file.
Sort the Service History
The Service History screen can be sorted by clicking on the column heading. For
example, to sort by Model Number, click on “Model #” at the top of that column. The
arrow indicates the direction of the sort.

Filter the Service History
The Service History screen allows the user to filter the assets using several filter
options:
Drop-down: To filter using the drop-down, select an item from the list and click enter.
For example: click the drop-down menu in the “Manufacturer” column, select amanufacturer, and click on enter. CalWeb filters out all assets except the selected
manufacturer’s assets.

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Service History
Text Entry: To filter using text entry, enter the criteria into the field's text box. For
example, under the word “Model #”, type WD1 and click the enter button. All assets will
be filtered out except assets with model # WD1.
To remove a filter, click the X in the filter box.

Bulk PDF
The Bulk PDF process provides the user the ability to send multiple certificates in an
email at one time. To use this functionality, the user can check the check boxes next tothe certificate or check the 'Select All' check box to select all of the certificates on theview. Once the certificates have been selected, the user should click on the shopping
cart to review and submit the request. In this form, the user can remove certificates orchange the email address to a different email. Once the request has been reviewed, theuser can click on the Send as Bulk PDF button to submit the request. The list ofcertificates will then be emailed to the appropriate person.

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CalWebUserGuide
Request Info
Click on the information icon in the 'Actions' column to view the Request Info screen.
This screen submits a form to Customer Care pertaining to the asset.
View Asset Detail
Click on the binocular icon in the 'Actions' column to view the asset detail. The Asset
Detail screen provides detailed information and history on a specific asset, including
previous Calibration Certificates and invoices.
Edit Asset
Click on the pencil icon in the 'Actions' column to view the Asset Edit screen. The asset
edit screen allows the user to make modifications to the asset.

View Calibration Certificates
Point and click on the pdf icon in the 'Actions' column to view the current Calibration
Certificate for a specific asset. The Calibration Certificate will open in an Adobe Reader(PDF) form. The certificate can be viewed, printed, or saved.

Service History/OOT Approval Form
If the customer has the Service History/OOT Approval process enabled, the user canclick on the Check mark icon to go to the approval form. Red indicates that the form isstill in the 'Needs Approval' status, while a green color indicates the form has been
approved or the service event did not need approval.

Certificate Attachments
Click on the attachment link in the Attachment column to add, edit or delete an
attachment for the certificate. Multiple attachments can be added for one certificate.

37Service History38Service History (CMA)

Service History
The Service History feature provides a history of each Customer Managed Assetcalibration or preventive maintenane. In order to access the Service History feature fromthe menu, click on the Service History(CMA) tile on the 'Home' screen or click on theService History(CMA) tile in the 'Views' menu. The user can also view Certificates andaccess the Asset Detail Screen from the Actions column. The Service History can besorted or filtered by specific criteria to create custom views which can be exported to
Microsoft Excel or emailed as an .xlsx or .csv file.
Sort the Service History
The Service History screen can be sorted by clicking on the column heading. For
example, to sort by Model Number, click on “Model #” at the top of that column. The
arrow indicates the direction of the sort.

Filter the Service History
The Service History screen allows the user to filter the assets using several filter
options:
Drop-down: To filter using the drop-down, select an item from the list and click enter.
For example: click the drop-down menu in the “Manufacturer” column, select amanufacturer, and click on enter. CalWeb filters out all assets except the selected
manufacturer’s assets.

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Service History (CMA)
Text Entry: To filter using text entry, enter the criteria into the field's text box. For
example, under the word “Model #”, type WD1 and click the enter button. All assets will
be filtered out except assets with model # WD1.
To remove a filter, click the X in the filter box.

Request Info
Click on the information icon in the 'Actions' column to view the Request Info screen.
This screen submits a form to Customer Care pertaining to the asset.
View Asset Detail
Click on the binocular icon in the 'Actions' column to view the asset detail. The Asset
Detail screen provides detailed information and history on a specific asset.
Edit Asset
Click on the pencil icon in the 'Actions' column to view the Asset Edit screen. The asset
edit screen allows the user to make modifications to the asset.

View Calibration Certificates
Point and click on the pdf icon in the 'Actions' column to view the current Calibration
Certificate for a specific asset. The Calibration Certificate will open in an Adobe Reader(PDF) form. The certificate can be viewed, printed, or saved.

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CMA OOT Case Management
The CMA OOT Case Management process provides a way for customers to track their
Out of Tolerance assets. There are three main components to this feature: Dashboard,Service History, and the Approval Form.

DashboardShows all Service events including OOT Events
 Open Closed Overdue
These events are hyperlinked to take you to the specific report containing these
events41

CMA OOT Case Management

CMA Service HistoryShows a history of all events including OOTs. This screen allows you to filter on
OOT statuses such as “Needs Approval", "Pending Approval", "Approved”, andRejectedContains the link to the OOT Approval Form - the red checkmark in the Actions
columnThe CMA Service History details who approved the form, the date, and comment(if necessary)42

CalWebUserGuide

Approval Form

Allows the customer to select 10 questions for the form
The user determines which status to assign: pending approval, approval or
rejected
Click the Browse Button to optionally upload an OOT investigation or customer
based documentation
After the form is approved the dashboard will be updated

Audit Trail
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

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Captures changes to the OOT Approval Form
Is searchable and filterable
Can be exported to excelBilling History

The Billing feature provides current as well as historical invoicing information. In order toaccess the Billing History feature from the menu, click on the Billing History tile on the'Home' screen or click on the Billing History tile in the 'Views' menu. The Billing screen
initially displays a list of all open invoices. The contents/details of an invoice can beviewed by clicking on the Magnifying glass icon in the 'Actions' column. The Billing
History can be sorted or filtered by specific criteria to create custom views which can beexported to Microsoft Excel or emailed as an .xlsx or .csv file.

Sort the Billing History
The Billing History screen can be sorted by clicking on the column heading. For
example, to sort by Invoice Number, click on 'Invoice' at the top of that column. The
arrow indicates the direction of the sort.

Filter the Billing History
The Billing History screen allows the user to filter the assets using several filter options:Drop-down: To filter using the drop-down, select an item from the list and click enter.
For example: click the drop-down menu in the 'Invoice' column, select an invoice
number, and click on enter. CalWeb filters out all invoices except the selected invoice.
Text Entry: To filter using text entry, enter the criteria into the field's text box. For
example, under the word 'Invoice', type 100143 and click the enter button. All invoices
will be filtered out except invoices with invoice # 100143.
To remove a filter, click the X in the filter box.
Customer Service

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Billing History
Click on the information icon in the 'Actions' column to go to the Customer Service
screen.
View Invoice
Click on the Magnifying glass icon in the 'Actions' column to view the Invoice.

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Tool Kit Creation
Tool Kits are created by assigning Tool Kit Components to a Tool Kit Placeholder Asset.
Once the Tool Kit has been created, it will be available in the Loaner Program.

In order to create the Tool Kit Placeholder Asset, click on the Add Tool Kit Placeholder
Asset button. This will open a new window with the Add Asset functionality.

Create the Tool Kit Placeholder Asset
The form for the Tool Kit Placeholder Assets will provide a means for the user to createan Tool Kit Placeholder Asset. The location should be set to 'Loaner'. After the asset
has been created, the asset will show up in the Tek Managed Assets window. In orderto add Tool Components to the Tool Kit, click on the Tool Kit Creation Tab.

Add the Components to the Tool Kit
The tools can be added to the shopping cart in one of three ways:

Filling in the Asset Number and clicking Add to Cart
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Tool Kit Creation
Filling in the ID and clicking Add to Cart
Clicking on the Add button in the list of assets

Assets can be removed from the shopping cart by clicking on the X next to thecorresponding asset.

After you have selected all of your assets, click on the Confirm button to view yourcurrent Tool Kit components and add the Tool Kit Control Number. This is the number of
the Tool Kit Placeholder Asset.

After this has been completed, the new Tool Kit can be viewed in the Tool Kit
Components screen.

Click on the Tool Component button to view the Tool Kit detail.

48

CalWebUserGuide49

Tool Kit Maintenance
The Tool Kit Maintenance Feature provides a way for users to Create and Maintain Tool
Kits in the Service Request (Loaner Pool) program. This feature can be found byclicking on Views >> Service Requests >> Loan Request >> ToolKit Maintenance.

Tool Kit Maintenance List
The Tool Kit Maintenance List provides a list of all of the current Tool Kits for a specificcustomer. This list includes the following information about the Tool Components:











Tool Component Button - links to a view of the Tool Kit and the components in
the Tool Kit
Asset Number - Asset Number of the Tool Kit that contains the tool
Description - Description of the Tool Kit
Status - Status of the Tool Kit
Manufacturer - Manufacturer of the Tool Kit
Model - Model Number of the Tool Kit
Cal Next - Calibration Due Date of the Tool Kit
Cal Date - Last Calibration Date of the Tool Kit
Location - Location of the Tool Kit
Kit Control Number - The Control Number of the Assets in the Tool Kit

Create Tool Kit - This button is a link to the Tool Kit Creation functionality.

51

Tool Kit MaintenanceToolKit Components Detail
The ToolKit Components detail page provides the details of a specific ToolKit. The
details include:
Tool Kit Details:







Tool Kit Place Holder/Asset # - Asset number of the Tool Kit
Description - Description of the Tool Kit
Status - Active Status of the Tool Kit
Department - Department of the Tool Kit
Manufacturer - Manufacturer of the Tool Kit
Model - Model Number of the Tool Kit

Previous Button - This button will display the next Tool Kit Components detail page
Next Button - This button will display the last Tool Kit Components detail page thatwas viewed
Tool Kit Component Details:








Add New Tool Button - Provides a list from which to select a new tool for the Tool
Kit
Asset # - Asset number of each Tool Kit Component
Description - Description of each Tool Kit Component
Status - Active Status of each Tool Kit Component
Cal Next - Calibration Due Date of each Tool Kit Component
Model - Model Number of each Tool Kit Component
Delete Tool Button - Removes the current tool from the Tool Kit

52

CalWebUserGuide

Add New Tool Kit Component to Tool Kit
In order to add a new Tool Kit Component to a Tool Kit, the user should click on the Add
New Tool Button on the Tool Kit Components page. The Add New Kit Component view
will then be displayed.
This list includes all assets that belong to a customer and not currently in a Tool Kit.

The user will click on the Add Tool button for the asset that is desired and the Tool Kit
Component will be added to the current Tool Kit.
In the example below, you can see that two assets were added to this Tool Kit.

Removing Took Kit Component from a Tool Kit
To remove a Tool Kit component from a ToolKit, the user would click on the red button
for that specific asset. The asset will then be removed from the Tool Kit and a message
will be displayed showing the asset was successfully removed.

53

Tool Kit MaintenanceIn the example below, the Multimeter was removed and the Tool Removed
message displays in the bottom right corner.

54

Dashboard
The Dashboard Screen allows a quick way for customers to view the status of theirassets. Each chart contains hyperlinks that will allow the user to go to the desired area.
For example, if a user clicks on the Assets in WIP link, it will take the user to a page thatwill show those assets currently in WIP. The dashboard can be filtered by department or
customer specific department groups.

Dashboard - Tek Managed Assets

Asset Chart – The asset chart displays the number of assets belonging to a customer.
It allows the user to see which items are compliant, Non-Compliant (overdue), No
Recall, Out of Service and the Asset that are currently in Work In Process.
WIP Chart – This chart shows the number of assets belonging to a customer and thenumber that are currently in WIP. It also breaks down into categories such as
Calibration, Repair and PM.
Service History Chart – This chart shows the total service events for the customer. It
also shows the total OOT And Non-OOT events. The OOT events can be further broken
down into the Closed, Open and Overdue Assets. These options are for customers thatcurrently have the Service History Approval or OOT Approval Process.

Dashboard - Customer Managed Assets

55

Dashboard

Customer Managed Assets Calibration Chart – This chart displays the current assetsthat are in the Customer Managed Assets and have calibration dates entered. This areashows the Compliant calibrations, Non-Compliant calibrations, No Recalls and Out ofService.
Customer Managed Assets Preventive Maintenance Chart - This chart displays thecurrent assets that are in the Customer Managed Assets and have Preventive
Maintenance dates entered. This area shows the Compliant PMs, Non-Compliant PMs,
No Recalls and Out of Service.

56

Service History/OOT Approval Process
The Service History/OOT Approval Process allows customers to track their Service
Events/OOTs. There are three main components to this feature: Dashboard, Service
History, and the Approval Form.

DashboardShows all Service events including OOT Events
 Open Closed Overdue
These events are hyperlinked to take you to the specific report containing these
events57

Service History/OOT Approval Process

Service HistoryShows a history of all events including OOTs. This screen allows you to filter on
OOT statuses such as “Needs Approval", "Pending Approval", "Approved”, andRejectedContains the link to the OOT Approval Form - the red checkmark in the Actions
columnThe Service History details who approved the form, the date, and comment (ifnecessary)

Approval Form

Allows the customer to select 10 questions for the form
The user determines which status to assign: pending approval, approval or
rejected
Click the Browse Button to optionally upload an OOT investigation or customer
based documentation
After the form is approved the dashboard will be updated

58

Delivery Metrics
In order to access the Delivery Metrics feature from the menu, click on the Delivery
Metrics tile on the 'Home' screen or click on the Delivery Metrics tile in the 'Views' menu.

Delivery Metrics Unit Display
This screen shows the number of units each month per service type. You can change
the year and the category using the selection options on the left. To see the turnaroundtimes for each service type, click on the category name. The summary can be exported
to excel. To view the Cost Review, click on the Include Cost Review check box and theCost Review tab will be displayed.

59

Delivery Metrics
The cost review shows a breakdown of costs by service type for each month. The cost
review can be exported to excel.

Delivery Metrics Summary Page
This screen shows the number of units serviced as well as the average turnaround timeand items meeting commitment time. It also show the items not meeting commitment
time and the on time percentage. This information can be exported to excel. Doubleclick on the month to view a breakdown of assets.

60

CalWebUserGuide
Delivery Metrics Service Breakdown
This screen shows the asset detail of the units serviced during the time selected. This
information can be exported to excel

61

Delivery Dashboard
In order to access the Delivery Dashboard feature from the menu, click on the Delivery
Dashboard tile on the 'Home' screen or click on the Delivery Dashboard tile in the'Views' menu.

Units Graph
This screen shows the number of units each month per service type.

Units Grid
This screen shows the number of units each month per service type. The grid shows abreakdown of each asset and can be downloaded to excel.

Date Graph
This screen shows the percentage of units each month meeting the commitment time byservice type.

Date Grid

63

Delivery Dashboard
This screen shows the percentage of units each month meeting the commitment time byservice type. The grid shows a breakdown of each asset and can be downloaded to
excel.

Cost Graph
This screen shows the calibration costs each month.

Cost Grid
This screen shows the calibration costs each month. The grid shows a breakdown ofeach asset and can be downloaded to excel.

64

EIS Delivery Dashboard
In order to access the EIS Delivery Dashboard feature from the menu, click on the EIS
Delivery Dashboard tile on the 'Home' screen or click on the EIS Delivery Dashboard tilein the 'Views' menu.

Units Graph
This screen shows the number of units each month per service type.

Units Grid
This screen shows the number of units each month per service type. The grid shows abreakdown of each asset and can be downloaded to excel.

Turn Around Time Graph
This screen shows the percentage of units each month meeting the commitment time byservice type.

Turn Around Time Grid
This screen shows the percentage of units each month meeting the commitment time byservice type. The grid shows a breakdown of each asset and can be downloaded to
excel.
65

EIS Delivery Dashboard

66

EIS Delivery Metrics
In order to access the EIS Delivery Metrics feature from the menu, click on the EIS
Delivery Metrics tile on the 'Home' screen or click on the EIS Delivery Metrics tile in the'Views' menu.

EIS Delivery Metrics Unit Display
This screen shows the number of units each month per service type. You can change
the year and the category using the selection options on the left. To see the turnaroundtimes for each service type, click on the category name. The summary can be exported
to excel.

67

EIS Delivery Metrics

EIS Delivery Metrics Summary Page
This screen shows the number of units serviced as well as the average turnaround timeand items meeting commitment time. It also show the items not meeting commitment
time and the on time percentage. This information can be exported to excel. Doubleclick on the month to view a breakdown of assets.

EIS Delivery Metrics Service Breakdown
This screen shows the asset detail of the units serviced during the time selected. This
information can be exported to excel

68Notification/NewsThe Notification/News area displays the most recent CalWeb release items as well as
any notifications customers would like to display to their users.

69

Request Quote

The Request Quote feature enables the user to request a calibration and/or repair quoteby completing specific fields on the Request Quote screen. To access the Request
Quote feature from the CalWeb menu, click on “Request/Help>>Request Quote”. Enterthe equipment to be calibrated and/or repaired, contact information, and any comments.
A document can also be attached, if desired. Click on the Submit button and the request
will be emailed to SSO Customer Care.

71

Request Service
The Request Service feature allows a user to select items to be serviced and create apacking slip. In order to access the Request Service feature from the menu, click on the
Request Service tile on the 'Request/Help' menu.

Asset Selection
The user can select the items to check in by scanning with a barcode or by clicking on
the Add icon in the Status column.

Packing Slip
Once the items have been selected, the user can review the items in the confirmation
page and Submit. A packing slip will then be generated and emailed to the user.

73

Request Service

Request Service Log
The Request Service Log contains a list of all items that have been checked in by user.
Users can download packing slips by clicking on the PDF icon in the Download Packing
Slip column.

74

CMA Recall Notices
Calibration Service Due – Preventative Maintenance Due –Notifications• Two types of notifications possible.
(1) All instruments (configurable conditions) sent to as many recipients as necessary(2) All instruments (configurable conditions) sent to as many owners as found (email
addresses)• Requirements
Owner Email Field name/email must be present and mapped.
Second Supervisor or Second responsible party/email can be sent (must be present
and mapped)

75

CMA Recall Notices

76Adding Tek Managed Assets
Tek Managed Assets can be added to CalWeb using two methods:Single Asset Add - This option can be accessed by clicking on the Add Tek
Managed Asset tile in the Request/Help menu
Bulk Asset Add - This option can be accessed by clicking on the Add Asset Bulk
Upload TMA tile in the Request/Help menu

Single Asset Add
The Single Asset Add allows users to add single assets real-time to the Tek Managed
Asset list by filling out the form and submitting. The fields on this form can becustomized for each customer. The users can also add an attachment to the Asset
Document History using the Attachment option.

77

Adding Tek Managed Assets

Upload Excel
A template can be used by clicking on the Download Template link on the TMA Bulk
Upload view. After the assets have been added to the file, click on the Select Excel Fileto upload the file and then Submit.

Column Mapping
After the spreadsheet has been uploaded, the user will map the excel spreadsheet
fields to the CalWeb fields by selecting the CalWeb field from the dropdown.

78

CalWebUserGuide

Review Assets
Once the columns have been mapped, the user can review the assets before submitting
them for the final step of the upload process.

FinishOnce the list has been submitted, it will be queued for processing. An email will be sent
to the user to notify them of the status of the asset additions. Any errors will be noted in
the excel spreadsheet attached to the email.

79

Adding Certificates for International
Customers
There are two steps for adding CertificatesSending Certificates to the CalWeb group to be uploaded
Uploading the Excel Spreadsheet of Service Events

Sending Certificates to the CalWeb group to be uploaded
Go to https://downloads.asperasoft.com/ to download Aspera Connect. Once this has
been installed, please send your certificates to user cjewett(cassondra.wyatt@tektronix.com). Once you have received confirmation that yourcertificates have been uploaded, you can go to the next step of the process, Uploading
the Excel Spreadsheet of Service Events.

81Adding Certificates for International Customers

Uploading the Excel Spreadsheet of Service EventsThe International Certificate Upload can be accessed via the Bulk Upload Menu.

Upload Excel
A template can be used by clicking on the Download Template link on the Certificate
Bulk Upload view. After the service events have been added to the file, click on the
Select Excel File to upload the file and then Submit. Please note that a unique serial
number/asset number combination and file name is required for all service
events.

82

CalWebUserGuide

Column Mapping
After the spreadsheet has been uploaded, the user will map the excel spreadsheet
fields to the CalWeb fields by selecting the CalWeb field from the dropdown.

Review Assets
Once the columns have been mapped, the user can review the service events before
submitting them for the final step of the upload process.

83

Adding Certificates for International Customers

FinishOnce the list has been submitted, it will be queued for processing. An email will be sent
to the user to notify them of the status of the service event additions. Any errors will be
noted in the excel spreadsheet attached to the email.

84

Adding Certificates for Post Only
Customers
Navigating to the Add Certificate Form
The Add Certificate link is located in the Asset Detail view. Please navigate to the Asset
Detail page via the Tek Managed Asset list and click on the Add button in the Asset
Service History header,

Adding the Service Event Information and Attaching the Certificate

85Adding Certificates for Post Only Customers

Fill out the Add Certificate Request form with the appropriate information, use the SelectFile button to attach the certificate, and click Submit to complete the certificate upload.
(NOTE: You will need to combine the cover sheet template and hand-written documents
into a single PDF file using a tool that can create/merge PDF documents. There are free
ones you can use online or you can purchase Adobe Acrobat.)86

Adding Customer Managed Assets
Customer Managed Assets can be added to CalWeb using two methods:Single Asset Add - This option can be accessed by clicking on the Add Assetbutton in the Customer Managed Assets screen
Bulk Asset Add - This option can be accessed by clicking on the Add Asset Bulk
Upload CMA tile in the Request/Help menu

Single Asset Add
The Single Asset Add allows users to add single assets real-time to the Customer
Managed Asset list by filling out the form and submitting. The fields on this form can becustomized for each customer.

Bulk Asset Add
Multiple assets can be added at once using the Bulk Asset Add feature.

87

Adding Customer Managed Assets

Upload Excel
A template can be used by clicking on the Download Template link on the TMA Bulk
Upload view. After the assets have been added to the file, click on the Select Excel Fileto upload the file and then Submit.

Column Mapping
After the spreadsheet has been uploaded, the user will map the excel spreadsheet
fields to the CalWeb fields by selecting the CalWeb field from the dropdown.
88

CalWebUserGuide

Review Assets
Once the columns have been mapped, the user can review the assets before submitting
them for the final step of the upload process.

FinishOnce the list has been submitted, it will be queued for processing. An email will be sent
to the user to notify them of the status of the asset additions. Any errors will be noted in
the excel spreadsheet attached to the email.

89Adding Bulk Certificates for Customer
Managed Assets
here are two steps for adding CertificatesSending Certificates to the CalWeb group to be uploaded
Uploading the Excel Spreadsheet of Service Events

Sending Certificates to the CalWeb group to be uploaded
Go to https://downloads.asperasoft.com/ to download Aspera Connect. Once this has
been installed, please send your certificates to user cjewett(cassondra.wyatt@tektronix.com). Once you have received confirmation that yourcertificates have been uploaded, you can go to the next step of the process, Uploading
the Excel Spreadsheet of Service Events.

91Adding Bulk Certificates for Customer Managed Assets

Uploading the Excel Spreadsheet of Service Events
The CMA Certificate Bulk Upload can be accessed via the Bulk Upload Menu.

Upload Excel
A template can be used by clicking on the Download Template link on the Certificate
Bulk Upload view. After the service events have been added to the file, click on the
Select Excel File to upload the file and then Submit. Please note that the CalWeb ID isrequired for each service event.

92

CalWebUserGuide

Column Mapping
After the spreadsheet has been uploaded, the user will map the excel spreadsheet
fields to the CalWeb fields by selecting the CalWeb field from the dropdown.

Review Assets
Once the columns have been mapped, the user can review the service events before
submitting them for the final step of the upload process.

93Adding Bulk Certificates for Customer Managed Assets

FinishOnce the list has been submitted, it will be queued for processing. An email will be sent
to the user to notify them of the status of the service event additions. Any errors will be
noted in the excel spreadsheet attached to the email.

94

Asset Update Using Upload
Spreadsheets
The Asset Update Using Upload Spreadsheets will allow the user to update a group ofassets by uploading an excel spreadsheet. In order to access this feature, click on the
Asset Update Using Upload Spreadsheets tile in the 'Bulk Upload' menu.

Upload Excel
A template can be used by clicking on the Download Template link on the Asset Updateview or by emailing the asset list and making the changes in the .xlsx file. After thechanges have been made, click on the Select Excel File to upload the file and thenSubmit.

95

Asset Update Using Upload Spreadsheets

Review and Map Columns
After uploading the spreadsheet, select the columns that you would like to update by
toggling the button to 'Yes' and clicking Submit. Next, map the excel fields to the
CalWeb columns and then click Submit.

Finish Submission
After the list has been reviewed, any errors will be displayed in the result list. Once thelist has been reviewed, click Submit to perform the final step to update the data.

96

Mass Update - Tek Managed Assets
The Mass Update for Tek Managed Assets will allow the user to update a group ofassets with a specific value to a new value. In order to access this feature, click on theMass Update - TMA tile in the 'Bulk Upload' menu.

Select Columns
1. Select the column(s) you would like to update by toggling the yes/no selection.
Fields with 'Yes' selected will be updated.
2. Select the current value of the assets in the 'Search Value' column.
3. Select the new value from the New Column Value drop-down. If the value is not
displayed in the drop-down, it can be added by clicking on the addition icon to theright of the drop-down.
4. Click on the Submit button.

97

Mass Update - Tek Managed Assets

Review Assets
The assets that will be updated are displayed in a list for review. Please click on the
Submit button to complete the process.

FinishThe assets will be queued for processing and an email notification will be sent uponcompletion.

98

Mass Update - Customer Managed
AssetsThe Mass Update for Customer Managed Assets will allow the user to update a groupof assets with a specific value to a new value. In order to access this feature, click on
the Mass Update - CMA tile in the 'Bulk Upload' menu.

Select Columns
1. Select the column(s) you would like to update by toggling the yes/no selection.
Fields with 'Yes' selected will be updated.
2. Select the current value of the assets in the 'Search Value' column.
3. Select the new value from the New Column Value drop-down. If the value is not
displayed in the drop-down, it can be added by clicking on the addition icon to theright of the drop-down.
4. Click on the Submit button.

99

Mass Update - Customer Managed Assets

Review Assets
The assets that will be updated are displayed in a list for review. Please click on the
Submit button to complete the process.

FinishThe assets will be queued for processing and an email notification will be sent uponcompletion.

100

Customer Service

The Customer Service feature provides information and links to various SSO
departments/personnel. The user can either call or email questions/concerns to theappropriate SSO contacts. To access the Customer Service feature from the CalWeb
menu, click on “Request/Help>>Customer Service”.

101Report Issue/Give Feedback

This area allows users to submit an issue to the SSO-Customer Care group.

103Version Information

The Version Information link allows users to view all of the CalWeb Modifications donein each release. It includes the Install Date, the CalWeb Version and a description of themodifications. It is viewable by navigating to Request/Help >> CalWeb Version
Information.

105

Validation Documentation

The Validation Documentation page contains a list of links for each CalWeb version.
Each link will take you to the validation documentation for the release including thedescription, test plan, system requirements, etc. It is viewable by navigating toRequest/Help >> CalWeb Validation Documentation.

107

Tool Crib Administration
The Tool Crib Administration area is available to Tektronix Internal users and CalWeb
users that are set up as Tool Crib Administrators.

User List
The administration page contains a list of all active CalWeb users for a customer
account. Clicking on the Edit link will open up the User Set Up screen for the selected
user. This list can be sorted by clicking on the column headers and filtered by filling in
the text entry fields with the requisite criteria.

User Set Up
Tool Crib users can be enabled with several options to customize the Tool Crib
experience.
User ID: The Tool Crib User ID the user will use to sign into the Tool Crib Kiosk. This ID
will also be captured for Tool Crib asset report purposes.
Customer Number: The selected customer account for the user. This field is for display
purposes only and cannot be edited.
User Name: The Tool Crib user name that will be displayed in reports.
Email: The CalWeb user email address. This field is for display purposes only andcannot be edited.
Location: The location field can be filled out based on customer preference.
Department: The department field can be filled out based on customer preference.
Phone Number: The phone number of the Tool Crib User.
Supervisor Name: The name of the Tool Crib User's Supervisor.
Supervisor Email: The email address of the Tool Crib User's Supervisor.
Hours Before Due: This is the number of hours an asset can be checked out before it
is due. For example if 24 hours is entered, the tool will be due 24 hours after the Check
Out is submitted.

109

Tool Crib Administration
Tool Crib Access: This enables the selected user to have access to the Tool Crib. The
user can access it on CalWeb via the Tool Crib menu or by signing into a kiosk basedon the customer set up.
Tool Crib Administrator: This enables the selected user to be an administrator for the
Tool Crib. Administrators can access other Tool Crib user accounts and update their
settings.
Tool Crib Reports: This enables the Tool Crib Reports feature in the Tool Crib menu in
CalWeb.
Overdue Enforcement: This prohibits a user from checking out tools if the user has
any overdue tools.
Job ID Required: This setting will require the Job ID when submitting the tool for Check
Out.
Lock Due Date: This setting will keep the due date from being modified upon Tool
Check Out.
Update Tool Due Date with Cal Due Date: This setting will update the due date with
the Cal Due Date upon Tool Check Out.
Prohibit Tools Being Checked Out with Overdue Calibration Date: This will prohibita tool from being checked out if the tool is overdue for calibration.

110

CalWebUserGuide111

Tool Crib Check Out/Check In
The Tool Crib feature provides a way for customers to track assets checked in and outof a 'Tool Crib'. This feature is accessible via the Tool Crib menu on CalWeb or a Tool
Crib kiosk, based on the customer's preference. In order to access this feature, aperson must have a CalWeb user account and be set up as a Tool Crib user.

Tool Crib Check Out
The Tool Crib Check In screen provides users the capability to check out multiple tools
at one time. The user can scan the tool, type in the asset number or ID, or select a toolfrom the Tool Crib list by clicking on the 'Add' icon. The tool will then be added to the
shopping cart, which contains the ID or asset number, and the description of the tool.
Once all of the tools have been submitted, the user will click on the Confirm button andthe confirmation screen will be displayed. If the Tool Crib user is an admin, a user must
be selected in the Check-out User selection area.

Tool Crib Check Out Confirmation
On the confirmation screen, the user may add a Job ID and notes to the Check Out
information. The user may also update the Return Date unless the 'Lock Due Date'setting has been enabled. The default setting for the Return Date can be set in the user
settings by entering 'Hours Before Due' or by selecting the 'Update Tool Due Datewith Cal Due Date'.

113

Tool Crib Check In
The Tool Crib Check In screen provides users the capability to check in multiple tools at
one time. The user can scan the tool, type in the asset number or ID, or select a toolfrom the Tool Crib list by clicking on the 'Add' icon. The tool will then be added to the
shopping cart, which contains the ID or asset number, and the description of the tool.
Once all of the tools have been submitted, the user will click on the Confirm button andall of the tools in the shopping cart will be checked in.

114

Tool Crib Email Notification
The Tool Crib Email Notification functionality sends e-mails to Tool Crib users notifying
them that their tools are due to be checked back into the Tool Crib or overdue for Check
In. This feature is available to administrative users of customers that have the Tool Crib
enabled. The configuration user list is accessible from the Tool Crib menu.

Configuration User List
The Configuration User List displays all of the users for a customer account. This list
can be searched by text entry into the column header text boxes. In order to access theuser configuration screen, the administrator will click on the Add / Edit link on the user
list.

.

Configuration Screen
This screen shows the following items:

115

Tool Crib Email Notification













Customer Account Number, Customer Name and User Email address - This
information is provided to ensure the correct customer/user account combinationis selected.
Interval Value - This is the frequency of which the notifications will be sent to theuser. In the figure above, the interval value is 7, so the email notification will besent every 7 days.
Due in the next __ days (Relating to Processing Date) - This is the number ofdays, from the processing date, that will be used to select the items on the list.
For example, if the number of days due is 14, the list will contain any item due tobe checked in 14 days from the day the email notification was sent out.
Include ALL Past Due items - This will cause all items overdue to be checked in
to be included in the list.
Additional Email Addresses - A list of other email addresses that should
receive the notification can be entered here. This list should be separated bysemi-colons(;).
Last Processed - This will display the date that the last email was sent. Thisdate can also be changed to manage the day of the week the e-mail should besent. For example, if a user should receive a notification every Monday, theInterval Value would be set to 7 and the Last Processed date should be set to themost recent Monday.
Disabled - This check-box should be checked if the user should no longer
receive e-mail notifications.

116

Tool Crib Reports
The Tool Crib Reports area provides information regarding the assets in the Tool Crib,
such as the Check In and Check out history, overdue equipment. It also provides a way
for multiple tools to be checked out to multiple users at the same time using the Check
Out Tools feature.

Equipment History
This report provides the history of the Tool Crib assets including the Check Out user,
Check Out date, Return Date, etc.

Check Out Tools
This feature provides a means of checking out multiple assets to multiple users at once.
The user will select the check box for each asset and then select a user to whom tocheck out the asset. Once the assets have been selected and the Check-out button
selected, the user will fill out other necessary information in the confirmation screen.

117

Tool Crib Reports

Check In Tools
The Check In Tools feature will provide the user with the ability to check in multiple toolat once. The user will select the check box for each tool and then click on the Check-In
button. All of the selected tools will then be updated with the Checked In status andreturn date.

118

CalWebUserGuide

Tools Checked Out
This report provides a list of all tools currently checked out of the Tool Crib for a specificcustomer.

Overdue Equipment
This report provides a list of all tools which are currently overdue.

Add Tek Managed Asset
This form is provided for the user to add an asset to Tek Managed Assets, which willthen enable it in the Tool Crib.

119

Lab Accreditation

This link redirects the user to the Tektronix Accreditation Certification page. It is
viewable by navigating to Request/Help >> Lab Accreditations.

121