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1. 20 6 3 1 Request Asset Add Tek Managed Assets Gage Only rrrrnnnnnnnnnovnrnnnnnnvnvrnnnnnnenn 20 6 3 2 Add International Asset rrrrrnnnnrrrrnnnronrnnnnrnnnnnnrnnnnnnrennnnnnernnnnsennnnnsennnneennnnnnennnnnnsene 20 DT CHUSIDHIET NE 21 6 4 Report Issue Give Feedback ccccccccssssseccecceeeeeeeceeeeceeeceeeseeeeeeeeaeeeesseaeeeeessaaeeeeessssaaes 22 6 5 CALWEB US GUIQE enn 22 6 6 CALWEB Version Information lsseeesssesssesssssseeee eene nnn nnn nnns 22 Confidential 2 This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix Service Souions CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service 6 7 CALWEB Validation Documentation rrnnrnnnnnennnnnennnnnennnnrnnnnnrnnnnnrnrnnnennnnnennnnrennanennnnsennnnne 23 6 8 Lab Accreditations cccccssssecccccsseeceeeeaeeseceecceeeseeeessauseceeeseeaeeceeessaaseeeesesaeeeeesseaeeeesssaaess 25 Fi O BUIK OPIO AG NND UD n 25 7 1 Bulk Upload User Guide lessen nennen nennen nennen nnn nnn 25 7 2 Customer MAE 25 7 3 International Tek Managed ASSE US cccccccccssseeceeeeeeeeeeeeeeeeseeeesseeeaeeeeesaeaeeeeeesaeaeeeeeeeas 26 7 4 International Certificates sseesessssssssssesesseese eene nennen nnne nnne 26 8 0 Configurat
2. November 0 9 I o d 9 1 oo 49 December 0 LL on 1 0 J m 5 As A3 M d 98 5 6 2 3 3 Delivery Metrics Service Breakdown This screen shows the units serviced during the time selected This information can be downloaded to excel 18 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Calendar Year 2016 Outside ServiceciO 31 Cal Service Efhicienoy Commitment Time 26 Days vx voDt vwm vwar var v r vaar v r varar v r vat vx vat vat v ra 5 7 GLOBAL View The global view allows users to create and view a customized multi customer account view In order to administer the view navigate to My Account and select Manage Global Administration Select from multiple links to customize the view Manage Customers allows you to choose which customers you would like to include in your view Manage Standard Columns allows you to choose which standard columns you would like to include in your view Manage Standard Columns Excel Download allows you to choose which standard columns you would like to download to excel Manage Custom Columns allows you to choose which custom columns you would like to include in your view Manage Custom Columns Excel Download allo
3. Fr Jo e 1 m dd Lxx Sidi dd Meneses id id dd 8 _ bns oo S wet ido rd a 1 Eum o fess i 1 mm v TOR THREE 8 1 4 Simple Asset Search Administration The Simple Asset Search Administration allows the user to determine which columns will show up on the Simple Asset Search for their customer They can also choose whether the input type will be text or a dropdown Some comment fields are unavailable for the dropdown input 30 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Simple Asset Search Administration Search Type E vil vil w i in a i ti m x gt 4 Update Columns 8 1 5 View Filter Administration The View Filter Administration area allows a filter to be created to limit the assets viewed by a user based upon a certain value It is available for the asset views including Tek Managed Assets Service History WIP and Request Service The View Filter Administration area also allows existing filters to be modified The table name should be selected and then a list of fields will be displayed in the Column Name dropdown The Filter Name should then be entered The filter will be created when the Submit button
4. mm dyyyy F Tame and Condibons Request Assistance fram Custamer Service Figure 3 User Account 5 CALWEB Views 5 1 Tek Managed Assets 5 1 1 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 to access the Asset List feature from the CALWEB Confidential 7 This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix Service Souions CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service menu click on Views gt gt Assets gt gt Tek Managed Assets This screen provides links to the Calibration Certificates as well as links to the asset detail The view can be sorted or filtered by specific criteria to create custom views which can be exported to Microsoft Excel Asset List Views Users can change the view of the Asset List screen by clicking on the following links Active Recall Recall No Recall Out of Service or ALL These options are in parentheses at the top of the Asset List 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 only assets with No recall stat
5. 21 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service 6 4 Report Issue Give Feedback This area allows users to submit an issue to the SSO IT group Report Issue Give Feedback Contact Information Contact Mame Cassondra Wyatt Company Name DEMO COMPANY Address City State ZIP Country USA Phone null Fax Email icassondra wyatt ptektronix com Issue Feedback Attachment Choose File Ne file chosen Submit Request Clear Form 6 5 CALWEB User Guide The Calweb User Guide gives users a guide to the most widely used Calweb functionality It is viewable by navigating to Request Help gt gt Calweb User Guide CALWEB User Manual MANUAL NUMBER MNL CAL 01 J ISSUE DATE 09 07 2015 WYATT CASSONDRA 6 6 CALWEB Version Information The Version information link allows users to view all of the Calweb Modifications done in each release It includes the Install Date the Calweb Version and a description of the modifications It is viewable by navigating to Request Help gt gt Version Information 22 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7
6. 24 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Software validation has been completed on Version 9 9 and previous production i e customer accessible versions of the electronic calibration management system known as CALWEB The validation was done to meet the FDA Requirements of 21CFR Part 11 and 21CFR820 The validation of CAL WEB is complete and CALWEB Version 9 9 is suitable for its intended use it has been demonstrated that the software complies with documented requirements The demonstration is supported by objective evidence that all user and functional needs i e the intended use of the system have been met Summary of Validation Activi version validation dates 99 Sept8 2015 98 August 11 2015 97 July7 2015 9 6 June 2 2015 6 8 Lab Accreditations This link redirects the user to the Tektronix Calibration Certification page It is viewable by navigating to Request Help gt gt Lab Accreditations alibration Certifications 7 0 Bulk Upload 7 1 Bulk Upload User Guide The Bulk Upload User Guide is a document that provides information regarding the three options for Bulk Upload It is viewable by navigating to Bulk Upload gt gt Bulk Upload User Guide 7 2 Customer Managed Assets The CMA
7. to view a log of all of the changes and edits performed on the asset s record The change log is sortable and filterable 5 6 Metrics 5 6 1 Dashboards 14 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service The Dashboard Screen allows a quick way for customers to view the status of their assets The view is customizable and may include the following categories 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 the number 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 that currently have the Service History Approval or OOT tracking features Customer Managed Assets Calibration Chart This chart displays the current assets that are in the Customer Managed Assets a
8. CALWEB User Manual MANUAL NUMBER MNL CAL 02 A ISSUE DATE 09 07 2015 WYATT CASSONDRA Tektronix Service Souions CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service REVISION HISTORY e ep 12 6 2006 1 Added item 11 Asset Tracking feature in section 3 3 1 6 18 2007 Features Summary 2 Added NOTE Equipment calibration recall cycle cannot be changed and it is derived from the recall cycle interval assigned in the customer file in the system to section 3 3 2 Features Details 1 Asset List under Edit Asset Information 3 Added In the event the manufacturing model number for the added asset does not meet SSO manufacturing module number standards the added manufacturing model number shall be changed to meet those 0 1 Updated figure 7 7 20 2007 2 Added additional information to section 3 3 2 Feature Details 2 Service History Adding an Attachment to an Asset s 1 Replaced the figure on page 17 with a similar 7 11 2008 screenshot from CALWEB 4 0 0 2 Added Asset s Record Change Log in section 3 3 2 D QO H o M O O Replaced logo name of the company throughout the 10 1 2010 Replaced the screenshots with pictures of the new menu 6 17 2012 throughout the manual NENNEN a a a a aaWa25 6 GnpmBPPPAPAN OE G 0 A B C D E F G H I J 1 Confidential This manual is propriet
9. E 0002 5 14 2017 5 14 2003 SERVICE PHYSICAL TES 640HV HARDNESS TEST BLOCK 031405 53 28 1008200 38 1008300 TEST TEST 00001 3 24 2016 3 24 2011 MITUTOYO 500 193 CALIPER 0033816 T 2229 2229 ORLANDO 9 01872014 9 15 2011 AGILENT HP 89708 NOISE FIGURE METER 2448002504 aeosss 1033990 1033950 ADDISON RF fi o 0001 8 17 2014 8 17 2011 SIZE CONTROL CO M8 X1 0 IHREAD PLUG GAGE 179538 1008038 1008038 MECH 826 SETTING MASTER o 0001 8 15 2014 8 15 2011 VERMONT GAGE 7 8 14UNF 2A G NG THREADED RING GAGE N A 1033803 1033803 1033803 NIA NIA Q su 815 2011 VERMONT GAGE 3 420 UNEF 2A IHREADEDRING GAGE NA 1033804 1033804 7 1033804 NA N A o 0001 8 5 2014 8 5 2011 VERMONT GAGE 96 18 UNF 2A THREAD PLUG GAGE N A 4033802 1033802 1033802 N A N A Qu ov s52314 26201 VERMONT GAGE 18 18 UNEF2A THREAD PLUG GAGE T N A 1033801 1033801 1033801 N A NIA o 0001 8 5 2014 8 5 2011 FLUKE A40 SAMP CURRENT SHUNT 3583 0992 0992 0992 N A N A Figure 4 Tek Managed Assets 5 1 2 Asset Detail Click on an assets manufacturer name description or SSO ID to view the detail The Asset Detail screen provides detailed information and history on a specific asset including previous Calibration Certificates and invoices Tektronix Customer 100197 DEMO COMPANY Demo User Ship To ALL demo tektronix com CalWeb Version 6 1 ACCOUNT VIEWS TOO
10. A amp x RR 4 4 4 8 3 2 Column Order Administration The Column Order Administration page will show as an option after the Work in Process List has been customized This screen will allow a user to change the order of the columns in the Work in Process Screen and the Download to Excel using navigation arrows Once the order has been established the Submit button should be clicked to update the column order 3 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service WIP View Excel Download Submit Status Status Received Recerned Ship Date Ship Date PO Hum PO Hum Manufacturer Manufacturer Made Made Description Description Seral Senal Azsetz Asset 50 ID 50 ID Barcode Barcode Location Location Department Department On Site On Site Cal Level Cal Level Contract Price Contract Price 8 4 Customer Managed Asset Administration 8 4 1 Column Administration The Customer Managed Assets Column Administration Screen allows a user to determine the names of the columns whether the columns should be displayed on the screen and in the excel download and the order of columns It also allows the user to determine whether the field should have a filter in the Customer Managed Assets screen and whethe
11. New Update Bond Automatic Asset Bond Automatic Asset Un Bond Customer Bond Field Name Key Field Value Status Manufacturer Model Number Description Application Find TEST assetno 00002 In Active FLUKE DIGITAL MULTIMETER TEK GAGE TEST ID 47565 Active HEWLETT PACKARD 6002A DC POWER SUPPLY CMA Page 1 of 1 The New Update Bond Link allows a user to select two individual assets to bond Clicking on the Magnifying glass will give the user a list of assets based on the customer view combo that is selected After the assets are selected the user can click on Save Bonding to create the bond or Delete Bonding to delete an existing bond Bond Asset SN Bond Asset CL TESI GAGE Y TEST CMA Y Cust TEST TEST Bond ID null null Enable Edit Manufacturer FLUKE HEWLETT PACKARD Model 5002A Description DIGITAL MULTIMETER DC POWER SUPPLY Key field Value 00002 47565 Serial 123458DEF CURTIS2345 Save Bonding Delete Bonding Back The Automatic Asset Bond and Automatic Asset Un Bond allow a user to bond or un bond based upon a specific field such as the asset number or serial number The user will select Asset Number of Serial Number from the dropdown and click on Find The results will display all matching assets based upon that field The user will then click on the Bond Asset button to bond the assets The Un Bond process is completed with the same steps except the Un Bond Asset button will be selected to complete the process 45 Co
12. technician notes when applicable and equipment movement through the calibration process are listed for each piece of equipment as it is being serviced at SSO To access the Work in Process feature from the CALWEB menu click on Views gt gt Events gt gt Work in Process The Work in Process screen can be sorted and filtered similarly to the Asset List screen The user can also view Calibration Certificates if the status reads shipped in blue and access the Asset Detail Screen 5 4 Billing History The Billing feature provides current as well as historical invoicing information To access the Billing feature from the CALWEB menu click on Views gt gt Events gt gt Billing History The Billing screen initially displays a list of all open invoices The contents details of an invoice can be viewed by clicking on the spyglass icon in the Filter column next to the invoice number 5 5 Customer Managed Assets 5 5 1 Asset List CMA The Customer Managed Assets module is a feature that provides the 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 not serviced by SSO that are added to the Customer Managed Assets module The Customer Managed Assets 12 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distr
13. 0 156 3U 3U4 5U e M LL H n dde False Status 6 was False changed to False Status 7 was False changed to False User Defined 1 was 1 changed to 10 12 2014 Update s to Equipment Active was True changed to True Status 2 was False changed to False Status 3 10 9 2014 06 18 19 197130412 vas False changed to False at Fal hanged Fal Status 5 was False changed to px BVEA Penta False Status 6 was Fal hanged Fal Stat was l 1 Fal User Defined 1 was test changed to Figure 5 Audit Trail 5 2 Service History The Service History feature provides a complete history of each asset calibrated and or serviced by SSO To access the Service History feature from the CALWEB menu click on Views gt gt Events gt gt Service History The Service History screen can be sorted and filtered similarly to the Asset List screen The user can also view Calibration Certificates and access the Asset Detail Screen Adding an Attachment to an Asset s Record CALWEB users can attach documents and or images to any of the asset records listed in the Service History screen To upload a file select an asset Click on the link in the Attachment column This will take you to a screen where you can add edit or delete attachments based on your user rights On the screen click on the Browse button to add an attachment Then enter the description of the file Select the file to be a
14. Bulk Upload Template allows a user to add a group of assets to Customer Managed Assets A template for the assets called CMA Bulk Upload Template is displayed on the page 25 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service The file should be downloaded filled out and saved as a Comma Separated Value csv file Once the file has been saved the user should click on the Choose File Button and select the saved file The user will then click on the Submit CMA Bulk Upload button The assets will be added into the Customer Managed Asset list and viewable within a few minutes Ar CMA Bulkupload CMA Bulk Upload Template Please select the CSV template to upload Choose File No file chosen Example of a template file E D E F G H I J K E M N O P Q R S il B ger eT CalLast CalNext CalCycle CalinterviPMLast PM Next PM Cycle PM Interv Manufacti Model Nu Descriptic Serial Nur Asset Nun ID Barcode Location Departme No Recall oU fF wn 7 3 International Tek Managed Assets The International Tek Managed Asset Bulk Upload Template allows a user to add a group of assets to the Tek Managed Assets A template for the assets called TMA Bulk Upload Template is displayed on the page The file should be downloaded filled out and saved as
15. Edit Route Approve Reject or Delete the attachment When the Delete button is clicked the document is deleted from the repository There is also a link to an Audit Trail of the routing process Edit Screen 47 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix Service Souions CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service The Edit functionality will allow the user to edit the description or switch the file and description Routing Screen The Routing button allows the user to assign users for approval They can select the users that need to approve the document the order of approval and whether to notify the user via email Audit Trail The audit trail shows any changes made to the document including edits and approvals The user can click the Send Audit Trail button to receive an email containing the audit trail Approval Rejection Area In the Approval Rejection area of CalWeb a user can approve or reject the document This area includes a description of the file who created it when it was modified a link to the file and a notes section Rejected Documents will be placed in the In Progress queue Approved documents will be accessible by the Approved Documents link Approved Documents Section In the approved document section the use
16. Out of Service 8 Out of Service 1 15 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix Service Solutions m CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service 5 6 2 EIS Delivery Metrics 5 6 2 1 EIS Setup The EIS Setup Screen shows the commitment times for each service type for the customer account You can access this screen by selecting Views gt gt Metrics gt gt EIS Delivery Metrics Setup EIS Commitment Times epair Preventive Maintenance FIEBEFPRBIRRE 5 6 2 2 EIS Delivery Dashboard 5 6 2 2 1 Units Graph This screen shows the number of units each month per service type You can change the year month and service type using the dropdown You can access this screen by selecting Views gt gt Metrics gt gt EIS Delivery Dashboard Delivery Trends by Units v Year 2015 v Month September v Service Type Depot Cal v Monthly Units By Service Type lt Service Type Depot Cal 5 6 2 2 2 Units Grid 16 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Manual Number MNL CAL 01 Effective Date 09 7 2015 Tektronix Service This screen shows the number of units each month per service type You can chan
17. Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Tek Managed Assets Edit Filter Administration Filter Mame New Y Select Delete Table Name Gages Y Filter Mame Gages Column Mame Select Column Submit Select Column ATTRIBUTE TYPE ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTES ATTRIBUTE4 ATTRIBUTES ATTRIBUTES BIN NUMBER CAL STATUS CERT TYPE COMPANY CRIB NUMBER CURRENT CONTACT CURRENT CUSTOM FIELD1 CURRENT CUSTOM FIELD2 CURRENT CUSTOM FIELD3 CURRENT CUSTOM FIELD4 CURRENT DEPARTMENT CURRENT DONE BY FNAME 1 7 Custom Column Mapping The Custom Column Mapping area allows a user to create a column for the Tek Managed Asset Service History and WIP views It also allows a user to edit the column or delete it The column is mapped using the table name and database field name It can be added to all three views and may also be selected for edit The clone to customer option will allow this field to be added to another customer as well Current View Custom Column Mapping Add New Custom Column Mappi sqi Statement true true true tue tue tue true tue true true true true tue 39 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB Us
18. a Comma Separated Value csv file Once the file has been saved the user should click on the Choose File Button and select the saved file The user will then click on the Submit TMA Bulk Upload button The assets will be added into the Tek Managed Asset list and viewable within a few minutes It should be noted that this option is only available for international customers TMA Bulk Upload Template Please select the CSV template to upload Choose File No file chosen A B C D E F G H I J K L M N O P Q R S T 1 customerlshipto ID CALNext CALLast Manufacti Model Nu Descriptic Serial Nur Asset Nun Barcode Location Departmelnhouse CalLevel Cal Cycle CaliInterv PM Last PM Next PM Cycle PM Interv 2 4 3 7 4 International Certificates The International Certificate Bulk Upload Template allows a user to add a group of assets and certificates to their Service History The first step that should be taken in this process is to contact 26 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service a member of the SSO IT group so arrangements can be made for the PDF File Transfer This can be done using the Request Help gt gt Report Issue Give Feedback option in Calweb Once the PDFs have been transferred you may navigate to the Bulk Upload sc
19. be recorded in the audit trail Digital Signature An electronic signature based upon cryptographic methods of originator authentication computed by using a set of rules and a set of parameters such that the identity of the signer and the integrity of the data can be verified Electronic Record Any information in digital form that has been created modified archived or distributed by a computer Electronic Signature A computer data compilation of any symbol or series of symbols executed adopted or authorized by an individual to be the legally binding equivalent of the individual s handwritten signature SSO Tektronix Service Solutions Servicing Branch The Tektronix Service Solutions lab where the customer s asset is serviced 4 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service 4 CALWEB Access 4 1 Registration To request a CALWEB account go to http calweb tek com and click on the New User Registration link Enter requested information and submit The following items in red text on the screen are required 1 Customer Number Contact the servicing branch to obtain customer number or contact your local Tektronix Service Solutions Branch at 1 800 463 8786 or on the web at www calibration com 2
20. immediately and the current Tek Managed Asset status will be changed to Out of Service Please note that this does not delete the asset from Tek Managed assets so any of the asset history 10 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service will remain Also the data transferred will only be the standard asset data None of the customized field data will be transferred 5 1 4 Audit Trail On the Asset Detail screen click on Change Log to view a log of all of the changes and edits performed on the asset s record The change log is sortable filterable and may be downloaded to excel For Gage Customers you can select Calweb Only changes Gage Only changes or Both which is the default view Download Excel Calweb only Gage only Both I 10 S I Show hide columns s Table Column New i Date v Time 3x Old Value User RCaller Changes Name Name Value S IA TTE SEN KONATA Cassondra m 10 9 2014 06 18 30 Equip Put in System NaN NaN NaN 10 12 2014 Watt CALWEB Update s to Equipment Active was True changed to True Status 2 was False changed to False Status 3 10 9 2014 06 18 30 197130430 was False changed to False Status 4 was False changed to False Status 5 was False changed to
21. record click on the Clear button Click the Cancel button to return to the Customer Managed Asset List without adding the asset 5 5 2 Asset Detail Accessing Asset Detail Click on an asset s hyperlinks such as CALWEB ID Equip ID Manufacturer Model Description Serial Asset ID Barcode Location or Department to view edit its detail 5 5 3 Asset Edit Edit Asset Information On the Asset Detail view click on Edit to navigate to the Asset Edit view Any of the fields with a white background in the Asset Edit screen can be modified Upon asset editing completion click on the Save button to save the changes To clear the record click on the Clear button Click Cancel to return to the Asset Detail without saving To delete the record click on the Delete Record button 5 5 3 1 Move to Tek Managed Assets If you would like to move an asset from Customer Managed Assets to Tek Managed Assets you can do so by selecting the Move to Tek Mngd checkbox When you save the changes an email notification will be sent to a Lab Contact to Add the Asset The current Customer Managed Asset status will be changed to Out of Service Please note that this does not delete the asset from Customer Managed assets so any of the asset history will remain Also the data transferred will only be the standard asset data None of the customized field data will be transferred 5 5 4 Audit Trail On the Asset Detail screen click on Change Log
22. 2015 Manual Number MNL CAL 01 Tektronix Service as CALWEB Version Description af Modifications Date Version EE Direrry Las beri aj cw Dele Dashbord haa been added i2 allow zara io vere the E15 arie meiner for ber cumin Lnhazre Ik Mamaged Driail io tact Honded Aeris aj An con ha been added an the bic mam cern io mets whether ax moi the mi m bonded Add lmirrarirer Help lapis an CALW EE Stari Page aj Current and previces release roter are new valable on the Calweb Stan Page Create Ul dur Emai ent Log aj A new UT ba bcm zehn in vea am cma los for adl miiia smi fom CAS E E knhasce Farm sk ne os agr E dei regm aj The Axsi Edt Screen rera Eas dai valkira ic cree thot toed dies anc muberticd for winded and Enhance kudii I raid E palam dar lncrraerd Prec 6 7 CALWEB 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 the description test plan system requirements etc It is viewable by navigating to Request Help gt gt Version Information 23 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Validation Documents amp 2 pdf 6 0 Validation Summary pdf
23. Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service the asset detail page On the asset detail screen the user will be able to view any attachments added to the asset Tek Managed Assets To add a document to a Tek Managed Asset the user must have edit rights and attachment rights enabled The user can add an attachment to the certificate or the asset number Certificate Attachment To add the attachment to a certificate the user will navigate to the Service History Page select the certificate number and then click on the attachment link This will take the userto the Certificate Attachment page The user can add up to five attachments at a time The user will browse to the document add a description and click on the Submit Attachment button To view edit delete an attachment the user will click on the attachment link and navigate to the Certificate Attachment Page Asset Number Attachment To add the attachment to an asset number or view an attachment the user will navigate to the Asset Detail Page and click on the Attachments link The user will then be directed to the Asset Number Attachment page On this page there is a list of viewable attachments as well as an Add Edit Delete Attachments link to Add Edit or Delete the Attachment To add edit or delete an attachment the user will click the link and be directed to the Asset Number Attachment repository Static Document Repository The static document repos
24. First Name Last Name 3 Company Name and Address 4 Phone Number 5 Email Address 6 Create a Password 7 Password Recovery Question Answer 8 Recall Notification 9 FDA Validation Required My Account Required fields are in red User Information Customer Numbers Select a State Request Assistance from Customer Service Figure 1 Calweb Registration Page 4 2 Login To Login go to http calweb tek com main login asp 1 Enter your Username complete email address 2 Enter your Password 5 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service The CALWEB system has a Demo database that can be used to familiarize the user with CALWEB To access the Demo database go to CALWEB mail login screen http calweb tek com main login asp Use the following Username and Password Username calwebdemo tek com Password Password 1 Tektronix CalWeb Version 8 1 CalWeb gt Login Welcome Please log in Username Password Ree Password Recovery New User Registrstion Figure 2 Calweb Login 4 3 User Account The My Account feature enables the user to make changes to CALWEB account information such as their Default Customer Number Name Company Address Password Re
25. L CRIB CAL CHECK IN REQUEST HELP LOGOUT CalWeb gt Views gt Assets gt Tek Managed Assets gt Detail Asset Detail Edit More Asset Detail analysis field PERFORMED PM CLEANED AND CALIBRATED WITH DATA SEE ATTACHED SHEET Change Log Se SS dl tt ant ES Manufacturer SIZE CONTROL CO Model M8 X1 0 Description THREAD PLUG GAGE SETTING MASTER Serial 179533 Asset 1008038 ID 1008038 Location MECH Department 836 Barcode Calibration Preventative Maintenance Last 8 17 2011 Next 8 17 2014 Interval 36 Months 12 Schedule Date 8 17 2014 Qut of Service No No Recall No Notes Asset Service History Links Certificate amp ve P 0 omlag AND Service Type Cal Level Received Condition poeter Pond Pirlo Pit paren OG we T BRANCH36 87 2011 87 2014 1t CALIBRATION jt ANSI 2540 Standard In Tolerance 000 0 00 50 00 50 00 50 00 ie OG pEM1008670 BRANCH38 88 200 88 2001 CALIBRATION ANSI Z540 Standard In Tolerance 0 00 50 00 50 00 50 00 0 00 eo DEM1028451 BRANCH 36 2 12 1999 2 12 2001 CALIBRATION ANSI Z540 Standard In Tolerance 0 00 0 00 0 00 50 00 50 00 6 DEM1028602 MECHSTD 8 23 1997 8 23 1999 CALIBRATION ACCREDITED W Data In Tolerance 0 00 0 00 50 00 50 00 50 00 roy BEM1021339 M MECHSTD 8 23 1996 i 8 23 1997 CALIBRATION I ACCREDITED W Data j I
26. T TEST INDY SOFT TEST MEGGER MIT400 SITEMASTER PRECISION LOAD TEST GAGE INDY SOFTEST INDY SOFTEST 7101503 DICKSON KTX TEMPERATURE RECORDER a Lx ica a Soe 8 9 Bonded Assets Sync Configuration The Bonded Assets Sync Configuration allows a user to select which field in a bond may be editable and update the other asset field In the example below the user may edit the next pm date in the Customer Managed Assets and it will automatically update the customdate2 field display in the Tek Managed Asset list Asset Sync XFrom Editable To Read Only Cust App TEST CMA v TEST GAGE v Table Name tblcstequip gages Y Field Name nexpm Field Type Date Field Date Field Save Sync Config Back 8 10 Customer Special Instructions The Customer Special Instructions screen allows internal users to see instructions that are specific to the customer An example of this would be if a customer wants all changes to user accounts to go through a specific person Show 10 v entries Search Show hide column Date Notes w X Notes Entered by 2015 07 30 Please ensure that all user access changes are directed to the branch manager Mathews Varghese tektronix com Edit Showing 1 to 1 of 1 entries First Previous 1 Next Las Add New Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix CALWEB User M
27. To filter using the drop down select an item from the list and click on the Filter button For example click the drop down menu in the Manufacturer column select a manufacturer and click the Filter button located in the Sort column CALWEB filters out all assets except the selected manufacturer s assets e ext Entry To filter using text entry enter the criteria into the Filter box For example under the word Model type WD1 and click the Filter button All assets will be filtered out except assets with model WD1 Adding an Asset to Customer Managed Assets To add an asset not serviced by SSO click on Add Asset in the Customer Managed Assets screen The ID field is the only required field in this area Please enter a unique identifier for your asset Enter date information for calibration and preventative maintenance actions in the pink shaded area or click on the calendar icon to select the dates and then click 13 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix Service Souions CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service on the Adjust Dates button Click on the Browse button to add an attachment and or an image to the asset Upon asset addition completion click on the Save button to save the asset information To clear the entered
28. altype Caltype Location Location Department Department On Site On Site Recerned Recerned Retumed Returned Cal Level Cal Level Lab Temp M Lab Humid CalProced Total Charge 8 3 Work in Process Administration 8 3 1 Column Administration The Work in Process Column Administration Screen allows a user to determine the names of the columns and whether the columns should be displayed on the screen and in the excel download It also allows the user to determine whether the field should have a filter in the Work in Process screen The user should determine the configuration and then click on Update Columns If the user wants the page to display the default view they should click on the Reset to Standard Columns 36 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Work In Process Column Administration Update Columns Reset to Standard Columns nie LOIS aseo t cama tomm mem s est Assets eese net custom felt si Leve epe e 4 4 4 Contract Price o amp mo gape deser Description SCs orb number LL Lu up po number pomm Update Columns Reset to Standard Columns 4 4 4 sp s J 4 amp X amp X amp X amp amp amp x
29. anual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service 9 0 Simple Asset Search The Simple Asset Search allows a user to search Tek Managed Assets using specific criteria This screen is accessible through the Calweb Start Page via the Simple Asset Search link or through the menu bar via Views gt gt Simple Asset Search To search for an asset you may select your criteria and click on the Search button You will be redirected to the Tek Managed Assets page with the filtered results search Descnption Search Value Calibration Required ALL Asset Owner Email Owner Name Serial fone 10 0 Document Routing The document routing section allows a document to be uploaded and routed through a number of users for approval The document can then be attached to an asset if desired After approved the document will be archived for viewing New Document To start the document routing process click on the New Document link Add a description for the file and then browse to the file location and click the Submit Attachment button The document will then be routed to In Progress Documents In Progress Documents The In Progress Documents will show any document that has started the routing process but has not been approved yet The user may click on the File Description Hyperlink to view the document Under the Action heading the user may choose whether to
30. ary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix Service Souions CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Contents Mage MATTOON GUO EEE EEE sine die EEE EE EEE 4 ZEO m 4 PENN 4 VANER 5 TRIM 5 s EE og PENE EE EE NE NE EE D 43 USer ACCOUN RR KE E 6 B CALWEB VS WS a aai 7 5 1 Tek pzo obici c 7 SLTA SETE EE E 7 Oo lee A E DE all E M 9 5 153 ANE 9 Oe ee OG M EEE EEE 11 oL NEE E O e mE 11 5 9 Wok in T TOC erisso nnii nen aiaa eKA e aUKln rn utens usu ene dddawnsielsantindexedeaesacteaient 12 ST BIG AN area 12 5 5 Customer Managed ASSES cccccsssesececceeceseeeseeceeeeeeeeeeeeececeeeeseeeeaeeeceeeesssaaaaseceesessssaagesss 12 55 1 Assat USI CC WIA e 12 dl NNN 14 REN 14 TATT 14 SON T M 14 SE TARO S c ee ee ee 14 5 6 2 EIS Delivery Metrics rrnrrrnnnnnnnnnrnnrnnnnnnvvrrnnnnnrvnnrnnnnnrennnnnnsnsennnnnnnnsnnnnnnnnssnnnnnnnnssennnnnsnee 16 JNECHO I NU EiS 19 HR RED COINS RTT 19 TREN 19 6 2 Reguest NNN 19 6 3 Asset Addition
31. ately The Department Manufacturer Location and Model fields may all be selected from a dropdown or can be entered as text by selecting the corresponding Enter as Text checkbox 20 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Add International Asset Request Asset Information Asset Number Serial Ship To Select Option Description Department ALL Y Enter department as text Manufacturer ALL Y Enter manufacturer as text Location ALL Y Enter location as text Model ALL Y Enter model as text Cal Level Select Option Y Last Calibration Date Calibration Due Date Cal Month s Interval Cycle BT 3 T Onsite Select Option Y Submit Request Clear Form 6 4 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 the appropriate SSO contacts To access the Customer Service feature from the CALWEB menu click on Request Help gt gt Customer Service National Customer Service 800 833 9200 800 438 8165 Customer Service Accounts Receivable 800 833 9200 800 438 8155 AR Customer Service Quality Department 800 833 9200 800 438 8155 Quality Depart
32. covery question Start Page and Date Format In order to access the Asset List feature from the CALWEB menu click on Account gt gt My Account Enter the new information in the proper fields then click on the Update button to save the changes 6 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Effective Date 09 7 2015 CALWEB User Manual Manual Number MNL CAL 01 Tektronix Service My Account Required iski are In red Cunen MEE mai Customer Numbers 100187 TEST Default Customer Number TEST First Name Gage Last Name Demo Company Name LM UE company Locston Division Adresi ct anging Mass Ackdress2 Cay Orlando Blake FL Province Region Zip Postal Code 32807 Country Phone Number AT7 551 2714 Fax Number AZT7 551 2714 Emal Address Password Password again Password Recovery Questor TERS OY Password Recovery Answer password Password Expiry Date 3 2016 Last login Date 272172015 Dahad Custoamizaboar Manage Dashboard Conc Customer Managed Asset List COustamizabon Global Custamizatarn Asset Change Notification CC gnes ermized Stari Page Start Page Dae Formal Tadic Reports mmiki yyy New Inftamatan MEST Sage Ea TT Department Test Acccant E1233 Hanging Mica s Road lank LIST HT Ez 1 714 407 851 2714 led ence com tat 15 my PASSWORD passw
33. ds is displayed in the Column Name dropdown The Filter Name should then be entered The filter will be created when the Submit button is clicked After the Filter has been created it will be available in the Customer Managed Asset View Filter Administration area of the customer s user accounts customer Managed Assets Filter Administration iter Name Mew Y Select Delete ilter Name Column Mame Select Column YF Submit customfiekdi1 Y 39 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service 8 4 3 Edit Filter Administration The Edit Filter Administration area allows a filter to be created to limit the assets editable by a user based upon a certain value It is available for the Customer Managed Asset view The Edit Filter Administration area also allows existing filters to be modified A list of fields is displayed in the Column Name dropdown The Filter Name should then be entered The filter will be created when the Submit button is clicked After the Filter has been created it will be available in the Customer Managed Asset Edit Filter Administration area of the customer s user accounts Customer Managed Assets Edit Filter Administration Filter Name New Y Select Delete Filter Mame Column Name Submi
34. ent repository main StaticDocumentRepositoryOverlay asp Certificate Extract Report CertData CertDataDates asp Remove Checked Items Add New Menu ltem Label URL Submit 8 5 2 Progress Bar The progress bar screen allows an internal user to select whether or not a progress notification will be displayed on the Tek Managed Asset and Service History screens Please wait 8 5 3 Document Routing The Document Routing option allows an internal user to create a group for the Document Routing area In order to create a group the user will select new in the Routing Group dropdown The user will then add all of the member emails in the text area separated the emails with commas The user will then create a Routing Group Name and then click on the Save Routing Group button In order to edit an existing group the user will select the name of the group from the dropdown and then click the Select button After they make the changes they will click on the Save Routing Group button To delete a group the user will select a group from the dropdown and then click on the Delete Routing Group button 41 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Routing Group New v Select Delete Routing Group Add Group Member Emails
35. er Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Column Mapping Gage Intemational Gage T Table Mame gages T Column Name CUSTOMDATEZ Column Type Date Field T Column Label Promise Date Column Format format date muy Y Extended Attribute Mame SQL statement if any Editable Tek Manage Add mapping to Service History Work In Progress Save Colum Back Clone Columns from another customer Clone from Cust Cane Manning the existing custom columns will be deleted 8 2 Service History Administration 8 2 1 Column Administration The Service History Column Administration Screen allows a user to determine the names of the columns and whether the columns should be displayed on the screen and in the excel download It also allows the user to determine whether the field should have a filter in the Service History screen The user should determine the configuration and then click on Update Columns If the user wants the page to display the default view they should click on the Reset to Standard Columns 34 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Service History Assets Column Administration podumm displayed only for billing contacta admina Update Columns Reset to Standard Col
36. ge the year month and service type using the dropdowns The grid shows a breakdown of each asset and can be downloaded to excel Depot Cal Breakdown For September 2015 Service Type Cert Manufacturer Model Description Serial SSO ID Asset I DEPOT CAL 10381146 VERMONT GAGE 154 INCH PIN GAGE NA UID3031384 903315041 2 DEPOT CAL 10384907 DELTRONIC 0790 0795 PLUG GAGE SET 0790 0795 N A UID2208912 903315766 3 DEPOT CAL 10384944 DELTRONIC 0810 0820 PLUG GAGE SET 0810 0820 GP 00365 UID2208914 903315768 4 DEPOT CAL 10384799 DELTRONIC 0 0790 0 07950 PLUG GAGE SET 0790 0795 N A UID2208916 903315770 5 DEPOT CAL 10387228 MOUNTZ TSN1O TORQUE WRENCH 1MJ060578 UID2209446 903314715 5 6 2 2 3 Delivery Graph This screen shows the percentage of units each month meeting the commitment time by service type You can change the year month and service type using the dropdown You can access this screen by selecting Views gt gt Metrics gt gt EIS Delivery Dashboard and then selecting Delivery Trends by Date in the dropdown Delivery Trends by Date v Year 2015 v Month September v Service Type Depot Cal Y Items Meeting Service Type Depot Cal Commitment of 5 Days Jan Feb Mar Apr May Jun Jul Aug Sep Oct Now Dec hk Service Type Depot Cal 5 6 2 2 4 Delivery Grid This screen shows the percentage of units each month meeting the commitment time by service type You can change the year month and service type using the dro
37. ghts to modify update and distribute this manual Tektronix Service Souions CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service 1 Introduction This manual provides the user with instructions on how to access Tektronix service Solutions CALWEB website The manual presents CALWEB s tools to manage assets by viewing editing and downloading individual or groups of assets 2 Objective Upon reading this manual the user shall be able to access CALWEB online and view edit filter download and share calibration information for equipment serviced by SSO In addition the user shall be able to create customized reports track the process of instruments sent to SSO for service view and or reprint Calibration Certificates and invoices 3 Definitions Asset Customer owned equipment Audit trail A secure computer generated time stamped electronic record that allows reconstruction of the course of events relating to the creation modification and deletion of an electronic record CALWEB An on line calibration management system that can be accessed through Tektronix Service Solutions website Change Control The processes authorities for and procedures to be used for all changes that are made to the computerized system and or the system s data Data Edit Authorization Only authorized personnel may change data and both the changes and the identity of those personnel must
38. ibute this manual Tektronix Service Souions CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service screen can be sorted or filtered to view specific information or to create custom reports to be exported to Microsoft Excel Asset List Views Users can change the view of the Asset List screen by clicking on the following links Active Recall Recall No Recall Out of Service or Active Inactive These options are in parentheses at the top of the Asset List 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 only assets with No recall status Out of Service The screen displays only assets that have been removed from service Active Inactive The screen displays all Customer Managed Assets regardless of the status sort the Customer Managed Assets Screen The Asset List 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 list will sort in either ascending or descending order NOTE The indicates that the sort is descending indicates that the sort is ascending Filter the Customer Managed Assets Screen The Asset List screen allows the user to filter the assets using several filter options e Drop down
39. ine the configuration and then click on Update Columns If the user wants the page to display the default view they should click on the Reset to Standard Columns 2 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Tek Managed Assets Column Administration column displayed only for billing contacte admins Update Columns Reset to Standard Columns Default Column Va Current Column Name EE 20020200 20020 Se e E dJ E Contract Price Description JJ a 220 020 020 020 notes TT a es Cs Ce os EE CM 2 20 20 CN CUN 4 4 eee n ii if i tt T s s sj s x amp Ro TH 4 s i al i 4 4 4 T TEERERER sjslsfelsjals E mm amp X Update Columns Reset to Standard Calumns 8 1 2 Column Order Administration The Column Order Administration page will show as an option after the Tek Managed Asset List has been customized This screen will allow a user to change the order of the columns in the Tek Managed Asset Screen and the Download to excel using navigation arrows Once the order has been established the Submit button should be clicked to update the column order 28 Confidential This manual is proprietary of Tektronix Service Solutions Tekt
40. ion MANAGEMENL cccccccccssseececccseeeceecceauseeeeecsaseeeeesssaaseeeessaaaeeeeessaaeeeessssagess 27 8 1 Tek Managed Assets ACMINIStration cccccscesecceccseeeceeeceeeeeeeeesaeeeeeeessaeaeeeeeesaeeeeeeeeeas 27 8 2 Service History Administration cccccseeeeceeeceseeeeeeecaeeeeeeccseaeceeessaaeceeseseaseeeeseeageeeeeeaas 34 8 2 1 Column NSA 34 8 2 2 Column Order Administration cccccseeeecceeceeeeeceeecseeseeeeeeeeeeeeeeseeeeeeeeesseeeeeeeessaeeeeeeeeas 35 8 3 Work in Process Administration cccccccseseeecseeeeeeeeeeeeeeeeeeeeeaeeeeeessageeessaeeeesaeeeeesseeeeseas 36 8 4 Customer Managed Asset Administration ccccccsseeeceeeceeeeeeeeeeseeseeeeseaeeeeeeeeeeeeeeeeeeas 38 8 5 Customer AdministrallODl uana esum e epp ne Ve Eta oe y esuksRe Ese ten cksnusse bru cei eRepzeste busa tes es evtt alus 40 ET ENES ENE EA 43 6 7 BONG CUSTER 44 8 8 Bonded Assets EEE 44 8 9 Bonded Assets Sync COntiQuration ccccccccsesssccccceeeceeeeseeeeeeeeeeseeeseeeeeeeeessaeaeeeeeeeeesaaas 46 8 10 Customer Special Instructions rrrrrrrrnnnnrrrrrrnnnnrrrrrnnnnrrernnnnnnnrrnnnnnnensrnnnnnnensennnnnnsnssnn 46 IO SIMIC ASSel se MEN EE EE TT 47 10 0 Doc umeni pio OL 0 EE TT 47 11 0 Attaching Documents sssssesssssssssssesseeeeen nnne nenne nnne nnns nnn nnns nnne 48 Confidential 3 This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all ri
41. is clicked After the Filter has been created it will be available in the Tek Managed Asset View Filter Administration area of the customer s user accounts 31 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Tek Managed Assets Filter Administration Filter Name New Y Select Delete Table Mame Gages Y Filter Mame Column Name Submit GAGE COST GAGE DESCR GAGE ID GAGE NOTES GAGE OWNER GAGE TOL GAGE TOL GAGE_TOL2A GAGE TOLA GAGE TYPE GRID SETTING NAME GRIDEV SETTING NAME IS LOCKE ISACTIVE ISMASTER LAB CUSTOM LAB CUSTOM2 LAB CUSTOM3 LAB CUSTOM4 8 1 6 Edit Filter Administration The Edit Filter Administration area allows a filter to be created to limit the assets editable by a user based upon a certain value The Edit Filter Administration area also allows existing filters to be modified The table name should be selected and then a list of fields will be displayed in the Column Name dropdown The Filter Name should then be entered The filter will be created when the Submit button is clicked After the Filter has been created it will be available in the Tek Managed Asset Edit Filter Administration area of the customer s user accounts 32 Confidential This manual is proprietary of Tektronix
42. itory allows users to add view delete documents for a customer To navigate to the repository the user will go to Views gt gt Custom Static Document Repository in the menu area In this area the user can add up to five documents The user may also edit or delete the documents 49 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual
43. n Tolerance so 00 50 00 50 00 50 00 0 00 Figure 3 Asset Detail 5 1 3 Asset Edit 9 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix Service Souions CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service On the Asset Detail view click on Edit to navigate to the Asset Edit view Any of the fields with a white background in the Asset Edit screen can be modified In order to go directly to a new asset to edit type the desired asset number and then click on Save Changes and Edit Next Asset This will save your changes and redirect you to the new asset Otherwise click on the Save button to save the modifications You will then be returned to the Asset Detail screen Asset Edit Warming Manufacturer or Modal Mot in Customer List Manufacture FLUKE Descriptio OWER QUALITY ANALY Serial 45875 Assets5578 ID 34UID1887842 Te JH Barcode 45378 E Calibration Next 12 18 2015 NoRecal SSCS Es ae C Wared J Figure 4 Asset Edit 5 1 3 1 Move to Customer Managed Assets If you would like to move an asset from Tek Managed Assets to Customer Managed Assets you can do so by selecting the Move to Cust Mangd checkbox When you save the changes the selected asset will be moved to Customer Managed Assets
44. n be downloaded to excel Year 2015 v Category ALL v Submit Delivery January February March Aprill May June July August September October November December Total Depote a 3 1 o spojp1 o Lol o j 9 m ssca s 2 9 Pera 1 1 o 1 gt 9 2 lOssRepar o o o o o o o o 9 o 9 9 1 Fmmfeca 1 1 o 9 9 9 9 1 10 10 17 13 Temporary Onsite 34 o er o o o 4 6 9 o 9 9 z Repair 9 o o 9 9 9 9 9 jo 9 1 9 19 Regional Transfer Cai 0 o o o o o o o o o o 9o Io io Co 9191919 9 9 1 9 9 1 9 19 Download Excel Spreadsheet 5 6 2 3 2 Delivery Metrics Summary Page This screen shows the number of units serviced as well as the average turnaround time and items meeting commitment time It also show the items not meeting commitment time and the on time percentage This information can be downloaded to excel Click on the month or ytd to view a breakdown of assets Calendar Year 2015 Outside Services 055 Cal Service Efficiency Month For instruments AVG T Timo lems Meeting Commitment Time Fbmay gt 3 1 1 4 E Mah 1 1 9 1 9 19 1 0 ai 74 3 1 2 33 My 7 l o 1 a o mm ov 9 ojo 1 0 9 mv 3 1 gt a 33 Aus 175 8 0 1 1 si CS Seteme 3 Lo 1 95 1 0 October 0 9 1
45. nd have calibration dates entered This area shows the Compliant Cals Non Compliant Cals No Recalls and Out of Service Customer Managed Assets Preventive Maintenance Chart This chart displays the current 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 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 that will show those assets Asset Chart Asset List by Status v o WIP Chart WIP List by Service Type v o Year ALL v Exclude Repair o Asset List By Sta WIP List by Service T PO Total Assets 3456 Total Assets 3456 Total Service Events 8787 Compliant 2785 Assets in WIP 66 Total OOT Events 308 Non Compliant 1 Percentage in WIP 1 90 Closed 304 No Recall 50 Calibration 66 Open 4 OutofService 554 Repair 1 Overdue 1 Assets in WIP 66 PM 0 Total Non OOT Events 8479 OOT Event Percentage 3 50 Customer Managed Assets Calibration Chart 2 Customer Managed Assets PM Chart L CMA Calibration L CMA Preventive Maintenance L Compliant Cals Non Compliant Cals No Recall Out of Service Compliant PMs Non Compliant PMs Compliant Cals 152 Compliant PMs 5 Non Compliant Cals 0 Non Compliant PMs 1 No Recall 0 No Recall 0
46. nfidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service 5 CalWeb 9 9 x j CalWeb 9 9 x CalWeb 9 9 x D CalWeb 9 9 x Y CalWeb 9 9 x gt Q B https calweb tek com AssetBond autoassetbond asp Tektronix i CalWeb Version 9 9 XJ sil INTERNAL USER Cassondra Wyatt Impersonating Customer TEST CUSTOMER NAME Ship To ALL cassondra wyatt tektronix com ACCOUNT VIEWS TOOL CRIB CAL CHECK IN REQUEST HELP BULK UPLOAD CONFIG MGMT LOGOUT CalWeb gt CONFIG MGMT gt Auto Asset Bond Configured for Bond assets Select Databases TEST GAGE v TEST CMA v Total Assets TEST GAGE 30 Total Assets TEST CMA 82 Assets can be automatically bonded based on Y Find Back Customers KeyFieldValue Serials Manufacturer Model Number Description TEST GAGE 0003 16578903 HUDICAKER DIGITAL TEST GAGE 12345 PROCESSMETER TEST GAGE 7045090 TEMPERATURE RECORDER TEST GAGE 45678 POWER QUALITY ANALYZER TEST GAGE AMD KB2G 42 6111 0 AMD KB2G 42 6111 0 test TEST TEST GAGE CURTIS1234 CURTIS1234 CURTIS1234 FLUKE DIGITAL MULTIMETER TEST GAGE CURTIS2345 CURTIS2345 CURTIS2345 HEWLETT PACKARD DC POWER SUPPLY TEST GAGE CURTISEXCEL CURTISEXCEL 000273 BAPCO UNIVERSAL SAFETY TESTER TEST GAGE INDYSOF
47. ns has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Certificate will open in an Adobe Reader PDF form The certificate can be viewed printed or saved Tektronix Customer 100197 DEMO COMPANY Demo User Ship To ALL demo tektronix com CalWeb Version 6 1 ACCOUNT v TOOL CRIB CAL CHECK IN REQUEST HELP LOGOUT CalWeb gt Views gt Assets gt Tek Managed Assets Sort Address ID CAL next CAL Last Manufacturer Model LE Description E Oo E Serial r Asset 1 _ 8010 i Barcode _Location Department Fite ALL ella v ALL Tel o 9002 6 15 2021 815 2011 STARR CHEK HREW65 5 HARDNESS TEST BLOCK 11W21069 T 28 1026895 328 10236895 TIM20000 TIM Tq o 0002 8 15 2021 8 15 2011 STARR CHEK HREW 60 4 HARDNESS TEST BLOCK 11W21088 38 1036894 28 1026894 o 0002 6 15 2021 8 15 2011 STARR CHEK A HREW 92 0 i HARDNESS TEST BLOCK 1 11W21071 28 1036893 28 1026893 o 0002 8 15 2021 8 15 2011 STARR CHEK HREW 74 9 HARDNESS TEST BLOCK 11WW21070 28 1026892 328 1026892 TIM TIM 9 0001 6 10 2018 8 10 2008 ROCKWELL HARDNESS TESTER HARDNESS TESTER 1 NONE 1033673 1033673 1033673 MECHANICAL N A E 0002 5 14 2017 5 14 2003 SERVICE PHYSICAL TES 283 6HV HARDNESS TEST BLOCK 031405 26 28 1008299 38 1008299
48. pdown You can access this screen by selecting Views gt gt Metrics gt gt EIS Delivery Dashboard and then selecting Delivery Trends by Date in the dropdown The grid shows a breakdown of each asset and can be downloaded to excel LL LLL LL Depot Cal Turntime Breakdown For September 2015 CalType Location Department Received Returned Received Date Shipped Date Calibration Time Days Calibration SOSC 0340003 IN TOLERANCE IN TOLERANCE 8 28 2015 9 3 2015 4 Calibration MACHINE SHOP CENTRIFUGE 0110032 OUT OF TOLERANCE IN TOLERANCE 8 17 2015 9 2 2015 6 Calibration MACHINE SHOP CENTRIFUGE 0110032 OUT OF TOLERANCE IN TOLERANCE 8 17 2015 9 2 2015 6 Calibration MACHINE SHOP CENTRIFUGE 0110032 OUT OF TOLERANCE IN TOLERANCE 8 17 2015 9 2 2015 6 Calibration PLASTICS 0113700 IN TOLERANCE IN TOLERANCE 8 28 2015 9 1 2015 2 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service 5 6 2 3 EIS Delivery Metrics 5 6 2 3 1 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 dropdown You can access this screen by selecting Views gt gt Metrics gt gt EIS Delivery Metrics To see the turnaround times for each service type click on the category name The summary ca
49. r can click on the link under description to view the document click on the audit trail button to view the audit trail attach a document to an asset or archive the document Attaching the document to an asset To attach the document to an asset select asset number SSO ID or serial number and type the corresponding value into the textbox Once Save had been selected the attachment is added to the asset You may view the attachment by going into the asset detail and clicking on the Attachments link 11 0 Attaching Documents Documents may be uploaded to Customer Managed Assets Tek Managed Assets or the Static Document Repository For Tek Managed Assets they may be uploaded and attached to an asset or certificate Customer Managed Assets To add a document to a Customer Managed Asset the user must have edit rights enabled The user will select an asset from the customer managed asset list and navigate to the asset detail screen To attach an asset the user will click on the edit button to go to the edit asset screen On the asset edit screen the user can go to the attachment section browse to the attachment and upload The user may also select a picture to upload and be displayed on 48 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix Service Souions CALWEB User Manual Effective
50. r it is editable for the Customer Supervisor edit role The user should determine the configuration and then click on Update Columns If the user wants the page to display the default view they should click on the Reset to otandard Columns 30 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Customer Managed Assets View Update Columns Reset to Standard Columns petsui Column Value Current Column Value Fiterabie poenis Display pues mna b JA rn Location foton LL R QD Department Department TL EI CawebiD e LIL s if J Equip ID sp TL Be caNet ane l h Ra 5 Reet PO Manufacture Manufacturer TL 11 Le Description Description l Te Serial amp ess Le 1 1 LDU l Update Columns Reset to Standard Columns 8 4 2 View Filter Administration The View Filter Administration area allows a filter to be created to limit the assets viewed by a user based upon a certain value It is available for the Customer Managed Asset view The View Filter Administration area also allows existing filters to be modified A list of fiel
51. reen to complete the process There are two templates for the assets displayed on the page One called TMA Cert Bulk Upload Template Using Asset Number and one called TMA Cert Bulk Upload Template Using Serial Number The user should select the template based upon which field is used to identify the customer assets The appropriate file should then be downloaded filled out and saved as a Comma Separated Value csv file Once the file has been saved the user should click on the Choose File Button and select the saved file The user will then click on the Submit TMA Cert Bulk Upload button The assets will be added into the Service History list and viewable within a few minutes It should be noted that this option is only available for international customers Please note that the File Name is a requirement to correctly view the certificates Please select the CSV template to upload Choose File No file chosen Custome Asset Number Service Date NextCal Received Returned File Name MN n Jd uu fh E 8 0 Configuration Management 8 1 Tek Managed Assets Administration 8 1 1 Column Administration The Tek Managed Assets Column Administration Screen allows a user to determine the names of the columns whether the columns should be displayed on the screen in the excel download and on the asset detail screen It also allows the user to determine whether the field should have a filter in the Tek Managed Assets screen The user should determ
52. ronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Manual Number MNL CAL 01 Effective Date 09 7 2015 Tektronix Service Assets View Excel Download Submit CAL Mext CAL Mext CAL Last CAL Last Manufacturer Manufacturer Madels Made Description Description Senal Serial Asset Asset 550 ID 550 ID Barcode Barcode Location Location Department Department On Site On Site Cal Level Cal Level Contract Price Description Total Charge t Contract Price Mates t Status Contract Price Description Comment Contract Price Current Status Comment u Floor Current Status Owner 1 Floor Owner E mail Owner 1 Owner E mail 8 1 3 Edit Administration The Edit Administration screen allows the user to customize the Tek Managed Assets Edit screen The user can select which fields will be on the view and whether the input type is text or dropdown for select fields The user can also select whether the fields are editable by Customer Supervisor users and Customer Administrator users Some fields are prohibited to edit and are not available to edit but can still be selected unselected for the view 29 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service ii LL
53. rt is descending indicates that the sort is ascending Filtering the Request Service Screen The Request Service screen allows the user to filter the assets using text entry To filter using text entry enter the criteria into the Filter box For example under the word Model type WD1 and click the Filter button All assets will be filtered out except assets with model WD1 6 3 Asset Addition 6 3 1 Request Asset Add Tek Managed Assets Gage Only The Add Asset feature enables the user to add a piece of equipment to his her asset list To access the Add Asset feature click on Request Help gt gt Request Asset Add Complete the required fields and click on the Submit Request button The information is e mailed to the SSO servicing branch The customer may also have a customized Add Asset screen Calweb can display customized fields or a link to a template can be provided NOTE fields labeled in red are required fields Upon receipt of an Add Asset Request the request is activated by the SSO servicing branch In the event that the manufacturer and model number for the added asset does not meet the SSO standards the added model number shall be changed to meet those standards 6 3 2 Add International Asset This area allows international users to add assets directly into the CALWEB database The user will fill out the fields in the form and click on the Submit Request button and the asset will be added immedi
54. separated by Commas Routing Group Name Save Routing Group 8 5 4 30 Day Recall Field The 30 Day Recall Field screen allows users to set up the Zone Recall Status Graph The graph can show the date by count or by the starting letter of the name It can limit the number of items in the graph It also allows users to select a single level or multi graph For example in the figure below the graph will show the number of assets belonging to each user2 within a selected department Recall Graph configuration Limit Graph by Count Field Name No of Items in the Graph Limit Graph by Starting Letter Field Name No of Items in the Graph Multi Level Field Name gages department Field Name2 GAGES USER2 Save 8 5 5 Customer Message The Customer Message Administration screen allows a user to add a message that will appear on the landing page for all users for a specific customer The user will select a date range for the message to appear type in the customer message and click on Submit After the message is 42 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service submitted it will show up in the message history below In the message history the user can delete comments or select a previous comment to use again b
55. t Select Column adddate addtime adduser adjnates azseino barcode calcycle caldesc calibdate calibnext caltype certno cnotes comments company custno customfpield 1 customfiekdi 8 4 4 CMA Font Setup The CMA Font Setup allows users to determine whether the Red Overdue font on Customer Managed Assets will be based on the PM date or the Calibration Date The user may select the field from the dropdown and click on the Submit button The default view is based upon the calibration date CMA assetlist font Configuration Select Field Next PM v Submit 8 5 Customer Administration 8 5 1 Custom Menu Items The Custom Menu Items area allows internal users to add links to the Custom Menu section of Calweb The Custom Menu is viewable by navigating to Views gt gt Custom on the Calweb menu 40 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service In order to add a new menu item the user will enter the name of the link into the Label textbox and then add the URL address for the page in the URL box This page also allows the user to remove a menu item by checking the item they would like to remove and then clicking on the Remove Checked ltems button Custom Menu Items Gore RMA http philips gorelabs com Static Docum
56. ttached and then click on the Submit Attachment button To view edit or delete the attachment click on the attachment link included the Attachment column This will show a list of all files that have been attached for that asset Deleting an Attachment from an Asset Record 11 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix Service Souions CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service A CALWEB user can remove an attached document from any of the asset records listed in the Service History screen if they have the correct permissions Click on the link in the attachment column on Service History to take you to the Attachment Screen On the Attachment screen click on the delete button next to the file you want to delete Bulk PDF option This is available in the Service History and Work in Process Screen for items that have been calibrated Select the checkboxes for the certificates to be emailed or click on Select All to select all the certificates that are displayed on the screen Click on the Send as Bulk PDF button An email prompt will be displayed Enter the email address to send the certificates 5 3 Work in Process The Work in Process feature provides a list of all equipment currently being serviced at SSO Status
57. umns Default Column ValL Current Column Mame SS re menfes Manufacturer Lee meum wes ell sosser been ell EEC M OOOO see fesse VE HHHEC I stype Caltype uL u Ru tl JJ VJ red Re tm JRetumed aos __custom_feld Cal Level e _ 2 bhuid Lab Humi o e csiproced CaiProced alaf e Charge 0 8 rejected Approval Status allaf WE CEN TT User alaf eat FFERR TE SERRE SERRE 4 cee i o of ej Update Columns Reset to Standard Columns 8 2 2 Column Order Administration The Column Order Administration page will show as an option after the Service History List has been customized This screen will allow a user to change the order of the columns in the Service History Screen and the Download to Excel using navigation arrows Once the order has been 35 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service established the Submit button should be clicked to update the column order Service History View Excel Download Submit Serviced Serviced Cen Cen Attachment Attachment Manufacturer Manufacturer Mode Madels Description Description Seria Serial Asset Asset 50 ID 550 ID Barcode Barcode C
58. us Out of Service The screen displays only assets that have been removed from service All The screen displays all assets belonging to the customer regardless of the status This includes Customer Managed Assets as well Sort the Asset List Screen The Asset List 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 NOTE The v indicates that the sort is descending indicates that the sort is ascending Filter the Asset List Screen The Asset List screen allows the user to filter the assets using several filter options e Drop down To filter using the dropddown select an item from the list and click on the Filter button For example click the drop down menu in the Manufacturer column select a manufacturer and click the Filter button located in the Sort column CALWEB filters out all assets except the selected manufacturer s assets e ext Entry To filter using text entry enter the criteria into the Filter box For example under the word Model type WD1 and click the Filter button All assets will be filtered out except assets with model WD1 Viewing Calibration Certificates Point and click on the calibration date listed in the CAL Last column to view the current Calibration Certificate for a specific asset The Calibration 8 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutio
59. ustomer Contact Only OOT Events Quote Request Contact Submit Submit Manage Service History Questions Customer Managed Assets ID Automatic Increment Yes N io Submit 8 7 Bond Customer The Customer Bond configuration screen allows a user to select customers for which to bond assets The user will click on the magnifying glass to select from a list of customers The customer list is filterable and searchable The user will check the checkboxes for the customers they want to bond Customer Bond configuration e TESI GAGE TEST CMA Custno Company Submit Show 10 v entries Search Show hide columns Select Cust Gage Company Address1 Address2 City State Zip Phone 203 160007 False RAYMOND ENG INC 217 SMITH STREET MIDDLETOWN CT 06457 632 1000 160007 CMA False RAYMOND ENG INC 217 SMITH STREET MIDDLETOWN CT 06457 632 j 1000 160008 False MITRE CORPORATION WASHINGTON 7525 COLSHIRE MCLEAN VA 22102 T E x FINANCIAL OFFICE DRIVE rca 203 1 8 8 Bonded Assets 44 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service The Bonded Asset Screen allows users to view bonded assets create and update individual asset bonds and bond or un bond multiple assets at once Current View Asset Bonding
60. ustomer Name BECKMAN COULTER INDIANAPOLIS Ship To Number ALL Customer Mhenber C00855 Address 5355 WEST 767TH STREET Press O BOK 30082 City State Zip INDIANAPOLIS IN 46268 City State Zip COLLEGE STATION TX 77842 Administrative 317 808 4202 Tool Crib Configuration Administrative 317 808 4202 Technical Technical AP AP Allow users to check in all customer tools Yes No Credit Hold Status No Hold v Override Submit Note Use the menu above to access this customers Assets WIP and Service History Limit Asset History Customer Email Notifications Limit Asset History Before After Request Service jfquinton beckman com kevin kimber tektronix com margaret schidler tektronix com adrian qu Submit Add Edit Asset jfquinton beckman com kevin kimber tektronix com margaret schidler tektronix com adrian qu Help Function jfquinton beckman com kevin kimber tektronix com margaret schidler tektronix com adrian qu Billing Contact Request jfquinton beckman com kevin kimber tektronix com margaret schidler tektronix com adrian qu Service History Approval Service History Approval Contact jfquinton beckman com kevin kimber tektronix com margaret schidler tektronix com adrian qu Service History Approval ON Yes No GEHC Contact fquintongbeckman com kevin kimber gtektronix com margaret schidler otektronix com adrian qu Service History Approval Start Date 12 31 2025 Asset Transfer Customer Contact Only Onsite Events Calibration Check In Out C
61. ws you to choose which custom columns you would like to download to excel After you have selected these options the Global view in Tek Managed Assets will then display according to your configuration 6 Request Help Options 6 1 Request Quote The Request Quote feature enables the user to request a calibration and or repair quote by completing specific fields on the Request Quote CALWEB screen To access the Request Quote feature from the CALWEB menu click on Request Help gt gt Request Quote Enter the equipment to be calibrated and or repaired contact information and any comments A document can also be attached if desired Click on the Submit Quotation Request button The request is e mailed to the SSO servicing branch 6 2 Request Service The Request Service feature allows a user to select items to be serviced and create a packing Slip Sorting the Request Service Screen The Request Service screen can be sorted by clicking on the column heading For example to sort by model number click on Model 7 at the Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual Tektronix Service Souions CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service top of that column The list will sort in either ascending or descending order NOTE The v indicates that the so
62. y clicking on the message ID Message Aurmmmnsuauur Begin Date mm dd yyyy End Date mm dd yyyy Customer Message Maximum 600 characters Submit Message History Message ID Click to select as current message Begin Date delete _ 12 p 25 2013 8 27 2013 ALL Calibration will be marked with the color coded label BLUE for the Month of SEPT End Date Message Welcome to the Calweb Website Previous Just Released CALWEB 9 9 Interactive Help Topics on CALWEB Start Page EIS Delivery Dashboard Enhanced Form Validation on Asset Edit Screen Fnhanrca Tak Mananarl Natail ta Natact Ranrlarl Accate 6 Customer Info Screen The Customer Info Screen allows administrators to set a variety of items for customers These include setting email notifications for customers tool crib configuration to allow users to check in only their tools or all customer tools limiting the asset history dates managing the Service History OOT approval processes and configuring the Customer Managed Asset screen to automatically increment the asset number 43 Confidential This manual is proprietary of Tektronix Service Solutions Tektronix Service Solutions has all rights to modify update and distribute this manual CALWEB User Manual Effective Date 09 7 2015 Manual Number MNL CAL 01 Tektronix Service Customer Information Ship To Bill To Customer Name BECKMAN COULTER INDIANAPOLIS C

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