Calibration Tasks

About Calibration Task

A Calibration Task record stores details about a calibration task that should be performed by a given user for Calibration Management. Specifically, these records store scheduled dates for the next time the calibrations should be performed.

Calibration Tasks are linked to Calibration Profiles. After you link a Calibration Task to one or more profiles, APM creates a copy of the task for each Profile and Asset combination.

For example, suppose you have two Calibration Profiles, Profile 1 and Profile 2, which are associated with the Equipment and Template, as shown in the following diagram:

Note that Equipment 1 is associated with Profile 1 (Template 1) as well as Profile 2 (Template 3).

Suppose you have created Task 1 to link to all the Equipment records in Profile 1 and Profile 2. APM creates four Calibration Tasks, and links them to the Equipment and Template as shown in the following image. Note that since Template 1 and Template 3 are linked with the same Equipment, the same Task will be linked to both the Templates.

Each copy of the Calibration Task appears in the Calibration Queue section of the Calibration Management Overview page.

After a calibration is performed and the Calibration Event that is linked to the Asset is closed, the Calibration Task is updated such that:

  • The Last Date field reflects the date on which the calibration event was performed.
  • The Next Date field is the date on which the calibration is due for that asset.

Access a Calibration Task

Procedure

  1. Access the Calibration Management Overview page.
    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.

  1. For the profile whose calibration task you want to access, select the corresponding link in the PROFILE ID column.
    The Calibration Profile datasheet appears.
  2. 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.
  3. 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.

Filter Calibration Tasks

About This Task

By default, the tasks in the Calibration Queue section of the Calibration Management Overview page are filtered based on the date range specified in the Calibration Administration page. This topic describes how to filter these tasks based on a different date range.

Procedure

  1. Access the Calibration Management Overview page.
  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.

What To Do Next

Perform Manual Calibration

About This Task

This topic describes how to create a Calibration (Event) manually from a Calibration Task. In addition to tasks that use a manual template, you can perform manual calibration on tasks that use the Fluke 74X-75X template.

Procedure

  1. Access the Calibration Management Overview page.
  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).

What To Do Next

Delete a Calibration Task

About This Task

This topic describes how to delete a Calibration Task.

Procedure

  1. Access the Calibration Management Overview page.
    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.