General Reference

Calibration Management Data Model

The following diagram shows how the families used in Calibration Management are related to one another.

The following diagram shows how the families used in device mapping in Calibration Management are related to one another.

Note: In the diagram, boxes represent entity families and arrows represent relationship families that are configured in the baseline database. You can determine the direction of the each relationship definition from the direction of the arrow head: the box from which the arrow originates is the predecessor, and the box to which the arrow head points is the successor.

Optional Calibration Management Relationship and Entity Families

In addition to the entity and relationship families that appear in the Calibration Management data model image, the following families that can be used with Calibration Management exist in the baseline GE Digital APM database.

Standard Gas
Standard Gas Components
Has Standard Gas
Has Components

These families, however, are not linked by default to any of the Calibration Management families shown in the data model, and to simplify the data model image, these families were left out.

In the baseline GE Digital APM database, the Standard Gas family is related to the Standard Gas Components family through the Has Components relationship family. Standard Gas Cylinder records and Standard Gas Component records store information about gas components that are associated with a piece of equipment or a location. If you want to link Standard Gas Cylinders to Equipment, you can define the relationship using the Has Standard Gas relationship family by creating the following relationship definition:

Predecessor: Equipment, Functional Location, or custom asset
Predecessor Cardinality: Zero or many
Successor: Standard Gas Cylinder
Successor Cardinality: Zero or Many

If you want to link Calibration Tasks to Calibration Templates, you can link the Calibration Task family to the desired Calibration Template families through the Has Template relationship family.

Calibration Management Security Groups

The following table lists the baseline Security Groups available for users within this module, as well as the baseline Roles to which those Security Groups are assigned.

Important: Assigning a Security User to a Role grants that user the privileges associated with all of the Security Groups that are assigned to that Role. To avoid granting a Security User unintended privileges, before assigning a Security User to a Role, be sure to review all of the privileges associated with the Security Groups assigned to that Role. Also, be aware that additional Roles, as well as Security Groups assigned to existing Roles, can be added via Security Manager.


Security Group	Roles
MI Calibration Administrator	MI Safety Admin
MI Calibration User	MI Safety Admin MI Safety Power MI Safety User
MI Calibration Viewer	MI APM Viewer MI Safety Admin MI Safety Power MI Safety User MI Strategy Admin MI Strategy Power MI Strategy User

Note: Any Security User who is a member of the MI Calibration Administrator Security Group should also be added to MI Devices Administrators Security Group. Members of the MI Calibration User Security Group should also be added to MI Devices Power Users Security Group. This will allow Calibration users to perform automated calibration.

The baseline family-level privileges that exist for these Security Groups are summarized in the following table.


Family	MI Calibration Administrator	MI Calibration User	MI Calibration Viewer
Entity Families
Alert	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Asset Safety Preferences	View, Update, Insert, Delete	View	View
Calibration (Event)	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration, Analog	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration, Analyzer Multi-Component	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration, Analyzer Single Component	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration, CMX	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration, Discrete	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration, Functional Test	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration, Weight Scale	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration Device Driver	View, Update, Insert, Delete	View	View
Calibration Device Mapping	View, Update, Insert, Delete	View	View
Calibration Mapping Family	View, Update, Insert, Delete	View	View
Calibration Mapping Field	View, Update, Insert, Delete	View	View
Calibration Profile	View, Update, Insert, Delete	View	View
Calibration Profile Template Defaults	View, Update, Insert, Delete	View	View
Calibration Recommendation	View, Update, Insert, Delete	View, Update, Insert	View
Calibration Result	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration Results, Analog	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration Results, Analyzer	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration Result, Discrete	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration Results, Functional Test	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration Setup Defaults	View, Update, Insert, Delete	View	View
Calibration Strategy	View, Update, Insert, Delete	View	View
Calibration Task	View, Update, Insert, Delete	View	View
Calibration Task Revision	View, Update, Insert, Delete	View	View
Calibration Template	View, Update, Insert, Delete	View	View
Calibration Template, Analog	View, Update, Insert, Delete	View	View
Calibration Template, Discrete	View, Update, Insert, Delete	View	View
Calibration Template, Weight Scale	View, Update, Insert, Delete	View	View
Calibration Template, Single Component Analyzer	View, Update, Insert, Delete	View	View
Calibration Template, Multi-Component Analyzer	View, Update, Insert, Delete	View	View
Calibration Template, Functional Test	View, Update, Insert, Delete	View	View
Calibration Template, CMX	View, Update, Insert, Delete	View	View
Calibration Template Defaults	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Calibration Template Detail	View, Update, Insert, Delete	View	View
Calibration Template Detail, Analyzer	View, Update, Insert, Delete	View	View
Calibrator	View, Update, Insert, Delete	View	View
Equipment	View	View	View
Functional Location	View	View	View
Reference Document	View, Update, Insert, Delete	View	View
SAP System	View	View	View
Standard Gas	View, Update, Insert, Delete	View	View
Standard Gas Components	View, Update, Insert, Delete	View	View
Standard Gas Cylinder	View, Update, Insert, Delete	View	View
Task	View, Update, Insert, Delete	View	View
Task Types	View, Update, Insert, Delete	View	View
Test Equipment	View, Update, Insert, Delete	View	View
Test Equipment History	View, Update, Insert, Delete	View	View
Work History	View	View	View
Work History Detail	View	View	View
Relationship Families
Calibration Device Driver Has Mapping	View, Update, Insert, Delete	View	View
Calibrator has Device Driver	View, Update, Insert, Delete	View	View
Calibration Mapping Has Family	View, Update, Insert, Delete	View	View
Calibration Mapping Has Field	View, Update, Insert, Delete	View	View
Calibration Mapping Has Strategy	View, Update, Insert, Delete	View	View
Equipment Has Equipment	View	View	View
Functional Location Has Equipment	View	View	View
Functional Location Has Functional Location(s)	View	View	View
Has Associated Recommendation	View, Update, Insert, Delete	View	View
Has Calibration	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Calibration Profiles	View, Update, Insert, Delete	View	View
Has Calibration Results	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Consolidated Recommendations	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Driving Recommendations	View, Update, Insert, Delete	View	View
Has Event Detail	View	View	View
Has Recommendations	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Reference Documents	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Standard Gas	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Standard Gas Components	View, Update, Insert, Delete	View	View
Has Standard Gas Details	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Superseded Recommendations	View, Update, Insert, Delete	View	View
Has Task Revision	View, Update, Insert, Delete	View	View
Has Tasks	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Templates	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Template Detail	View, Update, Insert, Delete	View	View
Has Test Equipment	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Has Work History	View	View	View
Test Equipment Has Equipment	View, Update, Insert, Delete	View, Update, Insert, Delete	View
Test Equipment Has History	View, Update, Insert, Delete	View, Update, Insert, Delete	View

Calibration Management URLs

There is one URL Route associated with Calibration Management: asset-safety/calibration. The following table describes the various paths that build on the route, and the elements that you can specify for each.

Tip: For more information, refer to the URLs section of the documentation.


Element	Description	Accepted Value(s)	Notes
asset-safety/calibration/calibration-mgmt: Displays the Calibration Management Overview page.
asset-safety/calibration/calibration-mgmt/<EntityKey>: Displays the Calibration Management Overview page of an asset.
<EntityKey>	Specifies the entity key of the asset whose Calibration Management Overview page you want to access	Any numeric Entity Key that corresponds to an asset.	Opens the Calibration Management Overview page of the asset. Note: On the Calibration Management Overview page of an asset, the graphs do not appear.
asset-safety/calibration/<DatasheetType>/<EntityKey>: Displays the datasheet with the specified type and Entity Key.
<EntityKey>	Specifies the datasheet that you want to access	0	Opens the blank datasheet of the specified type, allowing you to create a new one.
<EntityKey>	Specifies the datasheet that you want to access	Any numeric Entity Key that corresponds to an existing datasheet.	Opens the specified datasheet in a new tab. This value is required to access an existing datasheet from a URL.
<DatasheetType>	Specifies the type of the datasheet	calibration-task-datasheet	None
		calibration-event-datasheet
		calibration-datasheet
		test-equipment-data-sheet
		standard-gas-data-sheet

URLs


Example URL	Destination
asset-safety/calibration/calibration-mgmt	The Calibration Management Overview page
asset-safety/calibration/calibration-mgmt/14356783	The Calibration Management Overview page for the asset whose entity key is 14356783.
asset-safety/calibration/calibration-task-datasheet/14356783	The datasheet of the Calibration Task whose entity key is 14356783
asset-safety/calibration/calibration-event-datasheet/14356784	The datasheet of the Calibration Event whose entity key is 14356784
asset-safety/calibration/calibration-datasheet/14356785	The datasheet of the Calibration Template whose entity key is 14356785
asset-safety/calibration/test-equipment-data-sheet/14356786	The datasheet of the Test Equipment whose entity key is 14356786
asset-safety/calibration/standard-gas-data-sheet/14356787	The datasheet of the Standard Gas whose entity key is 14356787

Calibration Management System Code Tables

The following table lists the System Code Tables that are used by Calibration Management.


Table ID	Table Description	Function
MI CALIBRATION CHECKLIST TYPE	MI Calibration, Check List Type	Populates the Response Type field in a Calibration Template Detail, Functional Test.
MI CALIBRATION ERROR ASSESSMENT	MI Calibration Error Assessment	Populates the Error Assessment field in a Calibration Defaults.
MI CALIBRATION FUNCTION	MI Calibration, Calibration Function	Populates the Input Up/Down field in a Calibration.
MI CALIBRATION IO TYPES	Calibration Input/Output Types	Populates the Primary Input Range Units and Primary Output Range Units fields in a Calibration Template.
MI CALIBRATION MODE	MI Calibration, Calibration Mode	Populates the Input Mode and Output Mode fields in a Calibration Template.
MI CALIBRATION REFERENCES	MI Calibration, Calibration List of References	Populates the List of References in multiple fields.
MI CALIBRATION TEMPERATURE SOURCE	MI Calibration Temperature Source	Populates the Input Ref Temp Source and Output Ref Temp Source fields in a Calibration Template.
MI CALIBRATION TYPE	MI Calibration, Calibration Type	Populates the Calibration Type field in a Calibration Template.
MI CALIBRATION YES OR NO	MI Calibration, Yes or No	Populates the Response field in a Calibration, Functional Test.
MI CHARACTERISTIC CURVE	MI Calibration, Characteristic Curve	Populates the Input Characteristic Curve and Output Characteristic Curve fields in a Calibration (Calibration Event record).
MI CHEMICAL COMPONENTS	Calibration, Chemical Components	Populates the Component field in a Standard Gas Component.
MI CMX TEMPLATE INPUT METHOD	CMX Standard Template Input Method	Populates the Input Method field in a Calibration Template, CMX record.
MI CMX TEMPLATE INPUT TYPE	CMX Template Input Type	Populates the Input Type field in a Calibration Template, CMX record.
MI CMX TEMPLATE OUTPUT METHOD	CMX Standard Template Output Method	Populates the Output Method field in a Calibration Template, CMX record.
MI CMX TEMPLATE OUTPUT TYPE	CMX Template Output Type	Populates the Output Type field in a Calibration Template, CMX record.
MI_STATUS	Status Codes - CORE	Populates the Input Damping Setting, Output Damping Setting, and Input Min Max Mode fields in a Calibration Template.
MI ERROR BASIS	MI Calibration, Percent Error Basic Calculation	Populates the Percent Error Basis field in a Calibration.
MI FLUKE ERROR MODES	MI Calibration, Fluke Error Modes	Populates the Error Configuration field in a Calibration Template.
MI GAS CYLINDER CONNECTION NUMBER	MI Calibration, Gas Cylinder Connection Number	Populates the Cylinder Connection Number in a Standard Gas Cylinder.
MI GAS CYLINDER SIZE	MI Calibration, Gas Cylinder Size	Populates the Cylinder Size field in a Standard Gas Cylinder.
MI GAS CYLINDER TYPE	MI Calibration, Gas Cylinder Type	Populates the Cylinder Type field in a Standard Gas Cylinder.
MI MAINTENANCE TYPE	MI Calibration, Maintenance Type	Populates the Maintenance Type field in a Calibration.
MI POWER SOURCE	MI Calibration, Power Source	Populates the Loop Power field in a Calibration Template.
MI SENSOR TYPE	MI Calibration, Sensor Type	Populates the Temperature Element Type field in a Calibration Template.
MI STATUS	Status Codes - CORE	Populates the Template State field in a Calibration Profile Template.
MI SWITCH CONTACT STATE	MI Calibration, Switch Contact State	Populates the Contact State fields in a Calibration Template, Discreet record.
MI TASK TYPE REFERENCE	CORE, Reference values to limit task type lists when creating tasks	Populates the Task Type field in a Task record. For a Calibration Task, this field is disabled and populated with CALIBRATION.
MI TEMPERATURE MEASUREMENT STANDARD	MI Calibration, Temperature Measurement Standard	Populates the Temperature Standard field in a Calibration Template.
MI THERMOCOUPLE TYPE	MI Calibration, Thermocouple Type	Populates the Temperature Element Type field in a Calibration Template.
MI YES NO	MI Core, Yes-No	Populates the Performs Square Root field in a Calibration Template.
MI CALIBRATION RESULT	MI_CALIBRATION_RESULT	Populates the following fields in a Calibration, CMX event: Calibration Passed Overall AF Pass/Fail Overall AL Pass/Fail
Template Code	CMX Template codes	Populates the Template Code field in a Calibration Template, CMX record.
UOME	Unit of measure	Populates the Unit of Measure list in the Measurement Location records.

Calibration Management Calculations

This topic describes the various calculations performed by GE Digital APM in Calibration Management.

Calculating Error

Error = ((Primary Out AF or AL - Expected Primary Output AF or AL) /(Primary Output URV - Primary Output LRV)) * 100

For example, consider the following values:

Primary Output LRV = 10
Primary Output URV = 110
Primary Output = 61
Expected Primary Output = 60

Given these values:

Error = ((61-60)/(110-10))*100

Error = 1 %

Calculating RMS Error

RMS Error = √((Sum of the squares of individual error values for each test point)/number of test points)

For example, consider the following error values:


Test Point Number	Error Value (%)
1	2
2	2.1
3	1.95

Given these values:

RMS Error = √((2² + 2.1² + 1.95²)/3)

RMS Error = 1.992

Calibration State Management

The following baseline record states are configured for the Calibration family:

In Progress: Indicates that the Calibration is in progress or yet to be sent for approval. You can modify a Calibration only if it is in the In Progress state. After you have entered all the required information in the Calibration, you can send it for approval by changing the state to Pending Approval.
Pending Approval: Indicates that the Calibration has been sent for approval. If you are a member of the MI Calibration Administrator Security Group, you can approve or reject the Calibration. If you approve the Calibration, the state of the Calibration changes to Approved. If you reject the Calibration, the state of the Calibration changes to In Progress.
Approved: Indicates that the Calibration has been approved. After the state of a Calibration is set to Approved:
- The associated Calibration Task is cycled. That is, the Last Date field is set to the date on which the state of the Calibration is set to Approved. The Next Date field is set to the date on which the Calibration must be performed again (in case of a recurring task).
- The Calibration is closed.
- You cannot delete the Calibration.

Illustration of the Calibration State Configuration

By default, the following baseline State Configuration exists for the Calibration family:

Calibration Management Site Filtering

In Calibration Management, site are assigned to records as follows:

Tasks, calibrations and applied templates inherit the site assignment of the asset being calibrated.
Calibration Templates stored in the Template Library are designated as global records, which means that they can be accessed by all users.
Test equipment and standards are assigned sites based on the user's selection in the Site control.

In Calibration Management, users will see only records that are assigned to their site(s) or that are global records.

Tip: For more information, refer to the Site Filtering section of the documentation.

Suppose an organization that has three sites, Site X, Site Y, and Site Z. The following Calibration Management records exist:

Test Equipment 1, Standards 1, Asset 1, Applied Templates 1, Calibration Task 1, Calibration Event 1: Assigned to Site X
Test Equipment 2, Standards 2, Asset 2, Applied Templates 2, Calibration Task 2, Calibration Event 2: Assigned to Site Y
Test Equipment 3, Standards 3, Asset 3, Applied Templates 3, Calibration Task 3, Calibration Event 3: Assigned to Site Z
Test Equipment 4, Standards 4, Asset 4, Applied Templates 4, Calibration Task 4, Calibration Event 4, Template Library: No Site Assigned (global records)

Scenario 1: User assigned to only Site X

This user will see all Calibration Templates in the Template Library and the following:


Site X Records	Site Y Records	Site Z Records	Global Records
Test Equipment 1	None	None	Test Equipment 4
Standards 1	None	None	Standards 4
Asset 1	None	None	Asset 4
Applied Templates 1	None	None	Applied Templates 4
Calibration Task 1	None	None	Calibration Task 4
Calibration Event 1	None	None	Calibration Event 4

Scenario 2: User assigned to both Site X and Site Y

This user will see all Calibration Templates in the Template Library and the following:


Site X Records	Site Y Records	Site Z Records	Global Records
Test Equipment 1	Test Equipment 2	None	Test Equipment 4
Standards 1	Standards 2	None	Standards 4
Asset 1	Asset 2	None	Asset 4
Applied Templates 1	Applied Templates 2	None	Applied Templates 4
Calibration Task 1	Calibration Task 2	None	Calibration Task 4
Calibration Event 1	Calibration Event 2	None	Calibration Event 4

Scenario 3: Super User

This user will see all Calibration Templates in the Template Library and the following:


Site X Records	Site Y Records	Site Z Records	Global Records
Test Equipment 1	Test Equipment 2	Test Equipment 3	Test Equipment 4
Standards 1	Standards 2	Standards 3	Standards 4
Asset 1	Asset 2	Asset 3	Asset 4
Applied Templates 1	Applied Templates 2	Applied Templates 3	Applied Templates 4
Calibration Task 1	Calibration Task 2	Calibration Task 3	Calibration Task 4
Calibration Event 1	Calibration Event 2	Calibration Event 3	Calibration Event 4

Important: If a multi-site user, or a Super User, links child records from multiple sites to a parent record designated as Global, another user who does not have access to all sites may only see a portion of the data associated with that record.