Calibration Planning

Calibration Management: Calibration Planning Workflow

This workflow describes the planning process involved in conducting calibration, including setting up the required tools (i.e., test equipment, standards, engineering design information), defining the strategy, and scheduling the calibration.

In the following workflow diagram, the blue text in a shape indicates that the corresponding description has been provided in the sections that follow the diagram. For more information, refer to the Interpreting the Workflow Diagrams topic in the APM Product Workflows documentation.
Note: For information on the personas associated with a APM module, refer to the APM Product Workflows documentation.


Define Test Equipment and Standards

Persona: Analyst

Identify the tools (i.e., Test Equipment such as documenting process calibrators and Standard Gas Cylinders) needed to perform the calibration. Standard Gas Cylinders are used to calibrate single component and multi-component analyzers. Gather the necessary engineering design information for an asset that you want to calibrate. This is required to develop a calibration strategy, and to ensure that you adhere to regulatory compliance.

Define Calibration Defaults

Persona: Analyst

Define the error limits and the type of error assessment to be used for each type of calibration. These details are stored in a Calibration Setup Defaults record.

Select Profile Template

Persona: Analyst

Select a Profile Template for a specific type of calibration.

Administration

Persona: Analyst

Select the strategy for the template type to specify the strategy that will be used in a Calibration Profile.

Go to the Calibration Administration workflow.

Select Calibration Strategy

Persona: Analyst

Select the strategy for the template type to specify the strategy that will be used in a Calibration Profile.

Go to the Calibration Administration Workflow.

 

Create Calibration Profile

Persona: Analyst

Create a Calibration Profile to group all the Assets that you want to calibrate using a single template. Provide a unique name for the profile, and link a Profile Template.

Asset Strategy Management (ASM)

Persona: Analyst

APM Asset Strategy Management (ASM) software module. The ASM module is available in APM and the appropriate license of ASM is required.

Go to the Asset Strategy Management Workflow.

Create Calibration Task

Persona: Analyst

Create a Calibration Task to specify the schedule for performing the calibration and to assign the task to a user. This Calibration Task is linked to the Asset and the Template combination (called the Applied Profile). The Calibration Task is listed in the Calibration Queue section of the Calibration Management Overview page.