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How to Track Asset Off-Site Repair

​Off-site repair process is provided to track assets and their repair costs. The process is described in the diagram below.

  • Requisition and purchase orders in Calem are used to manage the approval process for off-site repair. 
  • Inventory transactions are used to track assets in the repair process.

 Step 1. Create a requisition for Off-Site Repair

Work orders are used to track assets repaired internally. Assets that are sent for off-site repair are managed from the supplier side  in the inventory module. The first step is to create a requisition for the off-site repair of an asset
  • Select an asset to repair. Assets of the following statuses are not available for offsite repair:
    • In-Service, Out-for-Repair, Returned, OEM-Retained, Voided, Disposed
    • The asset is in another REQ that is not completed, closed or voided.
    • If your assets do not show up in the assets to repair, verify your assets statuses first. If the statuses are eligible, go to Requisition module | Open | REQ Lines Open list. Search the asset tag column in this list to check if your assets are included in other repair REQs already.
    • Select an item of "Repair" category
    • Set the "Due date", and optionally a vendor site, or RMA (return authorization number) if any.

    Step 2. Approve the REQ & Create a Repair PO

    Next step is to approve the repair REQ and create a PO. There are two options to do it.

    • ​Option 1. Approve the REQ and check "Create PO" at the approval screen.
    •  Option 2. Have the REQ approved by a supervisor. Then, click "Create PO" in the REQ to create the repair PO.

    Step 3. Approve the Repair PO 

    A repair PO needs to be approved before the repair asset in a PO can be shipped out for repair.

    Step 4. Send Asset for Repair

    Use inventory transaction "Send Off-Site Repair" to send an asset out for repair.

    Step 5. Receive Asset Repaired 

    Use inventory transaction "Receive Off-Site Repair" to receive an asset repaired.

    • If an asset is repaired receive it to a storeroom
    • If a replacement is provided by the repair vendor, a new asset is created for the replacement. The original asset sent for repair is voided in Calem.

    Additional Resources

    How to Unblock User in Calem
    When to Use Teams in Calem

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