Profile Templates

About Profile Templates

Profile Templates are used to create master templates that you can use in calibration.

Access a Profile Template

Procedure

  1. Access the Calibration Admin Preferences page.
  2. In the pane, select Mappings.
    The Mappings workspace appears, displaying a list of supported drivers.
  3. In the Supported Driver column, select the link for the supported driver that you want to access.
    The Mappings workspace for the selected device appears, displaying a list of device mappings.
  4. Select the Profile Templates tab.
    The Profile Templates section appears, displaying the list of Profile Templates that have been added to the supported driver.
  5. In the Template ID column, select the link for the Profile Template that you want to access.
    The selected Profile Template datasheet appears on a new page, displaying the Calibration Strategy Details and Equipment Details sections. By default, the Calibration Strategy Details section appears.

Create a Profile Template

Procedure

  1. Access the Calibration Admin Preferences page.
  2. In the pane, select Mappings.
    The Mappings workspace appears, displaying a list of supported drivers.
  3. In the Supported Driver column, select the link for the supported driver that you want to access.
    The Mappings workspace for the selected device appears, displaying a list of device mappings.
  4. Select the Profile Templates tab.
    The Profile Templates section appears, displaying the list of Profile Templates that have been added to the supported driver.
  5. In the section, select , and then select the type of Profile Template that you want to create.
    A blank datasheet for the new Profile Template appears on the Profile Template page.
  6. As needed, enter values in the available fields based on the type of Profile Template that you selected.
  7. In the page, select .
    The Profile Template is created.
    Note:
    • Both Fluke 754 and Fluke 729 calibrators use Calibration Type with value Fluke 74x in Calibration Template and Calibration Event records.
    • Both Fluke 754 and Fluke 729 calibrators use the same set of Input Type and Output Type System Codes from MI_CALIBRATION_IO_TYPES System Code Table. Ensure that you select compatible Modes and Input/Output Types while creating calibration templates for Fluke 754 or Fluke 729.

Edit a Profile Template

Procedure

  1. Access the Calibration Admin Preferences page.
  2. In the pane, select Mappings.
    The Mappings workspace appears, displaying a list of supported drivers.
  3. In the SUPPORTED DRIVER column, select the link for the supported driver that you want to access.
    The Mappings workspace for the selected device appears, displaying a list of device mappings.
  4. Select the Profile Templates tab.
    The Profile Templates section appears, displaying the list of Profile Templates that have been added to the supported driver.
  5. In the TEMPLATE ID column, select the link for the Profile Template that you want to edit.
    Note: If you want to edit a Manual Template, navigate to the Manual Templates section in the Calibration Admin Preferences page, and then select link in the TEMPLATE ID column that you want to edit.
    The selected Profile Template datasheet appears on a new page, displaying the Calibration Strategy Details and Equipment Details sections. By default, the Calibration Strategy Details section appears.
  6. As needed, modify the values in the available fields.
  7. Select .
    • If the Profile Template is not linked to a Profile, the changes are saved.
    • If the Profile Template is linked to a Profile, the Update Profiles Using this Template window appears, displaying the following information:
      • PROFILE ID: Displays the Calibration Profiles that are using this Profile Template.
      • EQUIPMENT PROFILE: Displays the Equipment Profiles that are linked to each asset.
      • CUSTOMIZED: Indicates if the Equipment Profiles are customized.

      By default, all the records are selected.

      • If you select the Update Strategy Details from Profile Template check box, the Strategy details of the selected applied Profiles are updated to match the Strategy details specified in the updated Profile Template.
      • If you select the Update Equipment Details from Profile Template check box, the Equipment details of the selected applied Profiles are updated to match the Equipment details specified in the updated Profile Template.
      • If you add detail records to the Functional Test Template, and you select the Append newly added detail records from Profile Template check box, the detail records that are newly added to the Profile Template will be appended to selected applied Profiles.
      • If you update the detail records for the Functional Test Template, and you select Update existing detail records from Profile Template check box, the existing detail records associated with the selected applied Profiles will be updated to match the detail records of the Profile Template.
      • If you do not want to update all the applied Profiles, clear the check box that corresponds to each applied Profile that you want to exclude. For example, you may want to exclude the applied Profiles that are already customized.
        Note: For the applied Profiles that are not selected, the Customized field is set to true if the values for the applied Profile are different than the values for the Profile Template.
      • Select Update and Save.

        The selected records are updated.

Delete a Profile Template

Procedure

  1. Access the Calibration Admin Preferences page.
  2. In the pane, select Mappings.
    The Mappings workspace appears, displaying a list of supported drivers.
  3. In the Supported Driver column, select the link for the supported driver that you want to access.
    The Mappings workspace for the selected device appears, displaying a list of device mappings.
  4. Select the Profile Templates tab.
    The Profile Templates section appears, displaying the list of Profile Templates that have been added to the supported driver.
  5. In the row for each Profile Template that you want to delete, select the check box.
    Note: You cannot delete a Profile Template that is associated with a Calibration Profile.

    In the workspace, the button is enabled.

  6. Select .
    The Delete Calibration Template(s) dialog box appears, asking you to confirm that you want to delete the selected Profile Templates.
  7. Select Yes.
    The selected Profile Template is deleted.