Link a Calibration Task to a Profile

This topic describes how to link a Calibration Task to one or more Calibration Profiles by creating a new Calibration Task or selecting an existing one. After you link a Calibration Task to one or more profiles, GE Digital APM creates a copy of the task for each Profile and Equipment combination.

Steps

Access the Calibration Management Overview page.

Hint: You can also access the Calibration Management Overview page for a hierarchy level.
Select the Calibration Profiles tab.

The Calibration Profiles section appears, displaying a list of profiles.
Select the check boxes that correspond to the profiles for which you want to create a task.
In the upper-right corner of the section, select Manage Tasks.

The Manage Calibration Tasks page appears, displaying the list of templates in the profiles that you have selected. If a task has already been linked to any of these templates, it appears as a hyperlink.
Select the templates for which you want to link a task.
If you want to create a new task:
1. In the upper-right corner of the page, select Link Task, and then select Create New Task.
  
  A blank datasheet for a Calibration Task appears.
2. As needed, enter values in the available fields.
3. In the lower-right corner of the window, select Save.
4. If any of the templates that you have selected is already linked to a task, then Replacing Tasks dialog box appears, asking if you want to replace the existing task with a new one.
5. If you want to replace the existing tasks, select Yes, Replace.
  
  The existing tasks are unlinked (not deleted) from the templates. A Calibration Task is created for each Template that you have selected.
6. If you do not want to replace the existing tasks, select Do Not Replace.
  
  A Calibration Task is created for each template (among the selected ones) that is not linked to a task.
If you want to link an existing task:
1. In the upper-right corner of the page, select Link Task, and then select Assign Existing Task.
  
  The Search window appears.
2. In the Look in box, select Calibration Task, and then, using the other boxes in the window, refine your search as needed.
  
  A list of Calibration Tasks appears.
3. Select the task that you want to link, and then select OK.
4. If any of the templates that you have selected are already linked to a task, then the Replacing Tasks dialog box appears, asking if you want to replace the existing tasks with a new one.
5. If you want to replace the existing tasks, select Yes, Replace.
  
  The existing tasks are unlinked (not deleted) from the templates. A copy of the Calibration Task is created for each template that you have selected.
6. If you do not want to replace the existing tasks, select Do Not Replace.
  
  A copy of the Calibration Task is created for each template (among the selected ones) that is not linked to a task.

Results

In the Calibration Management Overview page, in the Calibration Queue section, a Calibration Task appears for each template that you have selected.

What's Next?

If you are performing an automated calibration, send the work order to the documenting process calibrator.
If you are performing a manual calibration, perform the calibration, and then create a manual calibration task to store the readings.