Instrumentation System

Create an Instrumentation System

About This Task

This topic describes how to create an Instrumentation System, link a parent Functional Location, link child assets, define Calibration Task Scope, and perform calibration to get the calibration result summary of the parent Functional Location.

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
In the workplace, select .
The Instrumentation System Overview page appears, displaying a list of Instrumentation System records.
In the upper-left corner of the section, select .
A Create Instrumentation System window appears.
As needed, enter values in the available fields.
Select Save.

Results

The Instrumentation System record is created and appears in a new tab.

Create and Link a Calibration Task to Instrumentation System

About This Task

This topic describes how to create a Calibration Task that is linked to an Instrumentation System’s parent asset. After you create or link a Calibration Task, you can define the scope of the task by selecting the assets that need to be calibrated and the associated template used to calibrate that asset. The scope can contain all assets, or a subset of assets defined in the Instrumentation System. The child assets will not be linked to the Calibration Task.

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
Select .
The Instrumentation System Overview page appears, displaying a list of Instrumentation System records.
Select Instrumentation System ID to open an existing Instrumentation System record.
The root node is selected by default and the Create Task button is enabled.
Select Create Task.
The Calibration Task datasheet is displayed, with default values to create a record.
Enter Task ID and other values, and save the record.
A new Calibration Task record is created and linked to the parent asset of the Instrumentation System.

Link Child Assets

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
In the workplace, select .
The Instrumentation System Overview page appears, displaying a list of Instrumentation System records.
Select Instrumentation System ID to open an existing Instrumentation System record.
Select Link Asset.
The Asset Finder window appears.
Select one or more assets that are part of the parent Functional Location.
Select Done.

Note: Make sure the child assets have Calibration Templates defined using Calibration Profiles.

Define Calibration Task Scope

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
In the workplace, select .
The Instrumentation System Overview page appears, displaying a list of Instrumentation System records.
Select the Instrumentation System ID link.
The Instrumentation System record appears in a new section, displaying the list of Calibration Tasks and Linked Assets in the left pane. The Instrumentation System details appear under DETAILS section.
In the left pane, select a Calibration Task item.
The Calibration Task record displays under TASK DETAILS and the initial Calibration Task Scope displays under TASK SCOPING DETAILS.
In the TASK SCOPING DETAILS, select one or more Calibration Templates from each asset group and then select Save.
A Calibration Task Scope is created.

Results

The selected Calibration Templates with their assets are displayed under the Calibration Queue section in the Calibration Management Overview page.

Calibration Assessment

Procedure

Select each record from the Calibration Queue section and perform manual calibration. You can also perform automated calibration for the templates that are created for specific devices.
After the Calibration Events are created for one or more child assets, a Summary Event record is created automatically and stores the calibration result summary based on the child asset Calibration Event results.
Approve Calibration Events of the child assets and then approve the Summary Event.
The Calibration Task is recycled to its next due date. This also triggers the creation of a new Calibration Task Scope based on the existing scope record.

Update Instrumentation System

Procedure

Select Link Asset to add one or more child assets to the Instrumentation System.
Update Calibration Task Scope by selecting Calibration Template.
Select Create Task to add more calibration task records to define different Calibration Task Scope for each calibration task.

Delete an Instrumentation System

About This Task

This topic describes how to delete an Instrumentation System.

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
In the workplace, select .
The Instrumentation System Overview page appears, displaying a list of Instrumentation System records.
Next to each Instrumentation System record that you want to delete, select the check box.
Select .
The Delete Instrumentation System(s) window appears, asking you to confirm whether you want to delete the selected record(s) and all links to other records.
Select Yes.

Results

The selected Instrumentation System record(s) are deleted.

Note: You cannot delete the records that are linked to the Summary Events.