Calibration Tasks

1. Access the Calibration Management Overview page.
   Tip: You can also access the Calibration Management Overview page for a hierarchy level.

   Note: You can also access a calibration task from the Calibration Queue tab. Select the Calibration Queue tab, and in the Task column, select the required task.
2. Select the Calibration Profiles tab.
   The Calibration Profiles section appears, displaying a list of profiles.
3. Select the check boxes that correspond to the Calibration Profiles for which you want to access the Calibration Tasks.
4. Select Manage Tasks.
   Note: This workflow is used to access calibration tasks for multiple calibration profiles.

You can also navigate to Manage Calibration Tasks page from the Calibration Profile datasheet.

5. For the profile whose calibration task you want to access, select the corresponding link in the PROFILE ID column.
   The Calibration Profile datasheet appears.
6. Select Manage Tasks.
   Note: This workflow is used to access calibration tasks for a single calibration profile.
   The Manage Calibration Tasks page appears, displaying the template in the selected profile. If a task has already been linked to any of these templates through the asset, it appears as a link in the TASK ID column.
7. In the TASK ID column, select the link for the task that you want to access.
   The datasheet for the selected Calibration Task appears.

   Note: As needed, you can modify the values in the available fields, and then select to save your changes.

1. Access the Calibration Management Overview page.
   Tip: You can also access the Calibration Management Overview page for a hierarchy level.
2. Select the Calibration Profiles tab.
   The Calibration Profiles section appears, displaying a list of profiles.
3. Select the check boxes that correspond to the Calibration Profiles for which you want to access the Calibration Tasks.
4. Select Manage Tasks.
   Note: This workflow is used to access the calibration tasks for multiple calibration profiles.

You can also navigate to Manage Calibration Tasks page from the Calibration Profile datasheet.

5. For the profile whose calibration task you want to access, select the corresponding link in the PROFILE ID column.
   The Calibration Profile datasheet appears.
6. Select Manage Tasks.
   Note: This workflow is used to access calibration tasks for a single calibration profile.
   The Manage Calibration Tasks page appears, displaying the template in the selected profile. If a task has already been linked to any of these templates through the asset, it appears as a link in the TASK ID column.
7. Select the templates for which you want to link a task.
8. If you want to create a new task:
   1. In 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 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.

9. If you want to link an existing task:
   1. In 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.

1. Access the Calibration Management Overview page.
   Tip: You can also access the Calibration Management Overview page for a hierarchy level.
2. Select the Calibration Queue tab.
   The Calibration Queue section appears, displaying a list of Calibration Tasks that are not yet performed. If a Calibration is in progress or pending approval, the associated Calibration Task is also listed in this section.
3. In the section, select , and then enter the date range to filter the tasks.
4. Select Apply.
   The Calibration Tasks are filtered based on the date range that you have specified. The values in the Next Date field for these tasks fall within the date range.

1. Access the Calibration Management Overview page.
   Tip: You can also access the Calibration Management Overview page for a hierarchy level.
2. Select the Calibration Queue tab.
   The Calibration Queue section appears, displaying a list of Calibration Tasks that are due.
3. Select the check box that corresponds to the Calibration Task that you want to perform, and then, in the section, select Manual Calibration.
   A blank datasheet for the Calibration appears.
4. As needed, enter values in the available fields, and then, in the datasheet, select .
   The Calibration is created and linked to the Calibration Task, Asset, and the Applied Profile (that is, template linked to the Asset).

1. Access the Calibration Management Overview page.
   Tip: You can also access the Calibration Management Overview page for a hierarchy level.
2. Select the Calibration Profiles tab.
   The Calibration Profiles section appears, displaying a list of profiles.
3. Select the check boxes that correspond to the profiles from which you want to unlink a task.
4. 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.

   Note: You can also access the Manage Calibration Tasks page from the Calibration Profile datasheet. In the Calibration Profiles section, select a link in the PROFILE ID column to access the Calibration Profile datasheet, and then select Manage Tasks.
5. Select the templates from which you want to unlink a task.
6. In the upper-right corner of the page, select Unlink Task.
   The tasks are unlinked from the profiles.

1. Access the Calibration Management Overview page.
   Tip: You can also access the Calibration Management Overview page for a hierarchy level.

   Note: You can also access a calibration task by selecting the Calibration Queue tab, and then selecting the required task in the Task column.
2. Select the Calibration Profiles tab.
   The Calibration Profiles section appears, displaying a list of profiles.
3. Next to each profile linked to the task that you want to delete, select the check box.
4. Select Manage Tasks.
   The Manage Calibration Tasks page appears, displaying the list of templates for the selected profiles. If a task has already been linked to any of these templates through the asset, it appears as a link in the TASK ID column.
5. Select the link corresponding to the task that you want to delete in the TASK ID column.
   The datasheet for the selected Calibration Task appears.
6. Select , and then select Delete.
   The calibration task is deleted.