Calibration Templates and Profiles

About Calibration Templates and Calibration Profiles

This topic provides information on how Calibration Templates and Calibration Profiles are linked to each other.

Calibration Templates

Calibration Templates contain the setup information for calibrations. They store the following information that you can use to define the calibrations that should be performed for an asset:

Calibration strategy
Input/output ranges
Maximum error limit

The following baseline Calibration Template families are provided, and let you store information for a specific type of calibration:

Calibration Template, Analog: Records calibration strategy details of a device that measures an input value and displays the output as an analog signal. Example: speedometer, pressure gauge, thermometer.
Calibration Template, Discrete: Records calibration strategy details of a device that uses a single or a double switch that changes state at the setpoint. Example: fire detector, pressure switch, level switch.
Calibration Template, Weight Scale: Records calibration strategy details of a device that is used to measure weight.
Calibration Template, Analyzer Multi-Component: Records calibration strategy details of a device that measures the composition of multiple components of a liquid or a gas. Example: mass spectrometer, liquid or gas chromatograph.
Calibration Template, Analyzer Single Component: Records calibration strategy details of a device that detects the presence or measures the composition of a gas or a liquid. Example: toxic gas detector, pH detector.
Calibration Template, Functional Test: Records details about how a functional test has to be performed by means of a set of questions with predetermined sets of acceptable answers.
Calibration Template, CMX: Records calibration strategy details of for a calibration that has to be sent for calibration to Beamex CMX calibration software.

Only members of the Calibration Administrator Security Group can create, modify, copy, or delete Calibration Templates and Calibration Template Detail records. Members of the Calibration User Security Group can only access and print these records.

Calibration Profiles

A Calibration Profile is a collection of templates that are linked to an Asset. When you create a profile, you select a calibration template, which is called the Profile Template. You then link Assets to the profile. APM creates a copy of the original template that you have linked. Each copy is linked to each of the Assets.

For example, suppose you have created a Calibration Profile: Profile 1. You have linked it to a Calibration Template: Template 1. You have now linked Profile 1 to three Assets: Asset 1, Asset 2, and Asset 3.

APM creates three copies of the Profile Template, Template 1, and links them to Asset 1, Asset 2, and Asset 3.

If you modify Template 1, a window appears, displaying a list of Assets that use Template 1. In this example, the window lists Asset 1, Asset 2, and Asset 3. You can select which templates among the ones linked to the three Assets should be updated with the changes made to Template 1. If you select Asset 1 and Asset 2, then Copy 1 of Template 1 and Copy 2 of Template 1 are updated with the changes made to Template 1.

Baseline Templates for Beamex CMX calibration software

APM provides you with 30 preconfigured Calibration Templates that can be used for creating Calibration Profiles for calibration with Beamex CMX calibration software. These 30 templates are configured to match the template types that are supported by Beamex CMX calibration software. These templates are listed on the Profile Templates page. You can access these templates from the Profile Templates page. If needed, you can modify the values in these templates, and then use them to create Calibration Profiles.

The following table provides the list of preconfigured Calibration Templates of type CMX that are available in the baseline:


Template ID	Calibration Strategy	Input Type	Output Type	Calibration Type
Pressure Indicator	5U/D	PRESSURE	PRESSURE	CMX
Electrical Converter	5U/D	ELECTRICAL	ELECTRICAL	CMX
Pressure Transmitter	5U/D	PRESSURE	ELECTRICAL	CMX
Temperature Indicator	5U/D	TEMPERATURE	TEMPERATURE	CMX
Pressure Indicator, % display	5U/D	PRESSURE	VALUE	CMX
Temperature Transmitter FF	5U/D	TEMPERATURE	TEMPERATURE	CMX
Temperature Transmitter HART	5U/D	TEMPERATURE	TEMPERATURE	CMX
Pressure Transmitter FF	5U/D	PRESSURE	PRESSURE	CMX
Checklist, IEC60079-17, Table 2	25S	CHECKLIST	N/A	CMX
P/I Converter	5U/D	PRESSURE	ELECTRICAL	CMX
Pressure Switch	2SW	PRESSURE	VALUE	CMX
Thickness	3U	VALUE	VALUE	CMX
Gas Detector (CO)	3U	VALUE	VALUE	CMX
Electrical Indicator, % display	5U/D	ELECTRICAL	VALUE	CMX
Weighing Instrument	5U/D	MASS	MASS	CMX
Temperature Switch	2SW	TEMPERATURE	VALUE	CMX
I/P Converter	5U/D	ELECTRICAL	PRESSURE	CMX
Electrical Switch	2SW	ELECTRICAL	STATE	CMX
P/P Converter	5U/D	PRESSURE	PRESSURE	CMX
Temperature Element	5U/D	TEMPERATURE	TEMPERATURE	CMX
Pressure Transmitter HART	5U/D	PRESSURE	PRESSURE	CMX
Checklist, IEC60079-17, Table 1	25S	CHECKLIST	N/A	CMX
Checklist	3S	CHECKLIST	N/A	CMX
Temperature Transmitter	5U/D	TEMPERATURE	ELECTRICAL	CMX
Temperature Indicator, % display	5U/D	TEMPERATURE	VALUE	CMX
Flow Transmitter	5U/D	PRESSURE	ELECTRICAL	CMX
Length	3U	VALUE	VALUE	CMX
Electrical Indicator	5U/D	ELECTRICAL	ELECTRICAL	CMX
Temperature Transmitter PA	5U/D	TEMPERATURE	TEMPERATURE	CMX
Pressure Transmitter PA	5U/D	PRESSURE	PRESSURE	CMX

Note: IEC 60079-17 applies to users and covers factors directly related to the inspection and maintenance of electrical installations within hazardous areas only, where the hazard may be caused by flammable gases, vapors, mists, dusts, fibers. For additional details, see the IEC 60079-17 standard provided by the International Electrotechnical Commission (IEC).

Create a Calibration Profile

Before You Begin

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
Select the Calibration Profiles tab.
The Calibration Profiles section appears, displaying a list of Calibration Profiles available in the database.
In the Calibration Profiles section, select .
On a new page, a blank datasheet for the new calibration profile appears.
As needed, enter values in the available fields.
In the upper-right corner of the section, select .
The Calibration Profile is created.

What To Do Next

Link Assets to a Calibration Profile

Access a Calibration Profile

Procedure

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 Profile from the Calibration Queue tab. Select the Calibration Queue tab, and in the Profile ID column, select the required task.
Select the Calibration Profiles tab.
The Calibration Profiles section appears, displaying a list of Calibration Profiles.
In the Profile ID column, select the Calibration Profile that you want to access.
The datasheet for the Calibration Profile appears. In the Linked Assets section, the assets linked to the profile appear.
Note: The asset ID of the field selected for the family (Equipment, Functional Location, or custom asset) in the Asset ID configuration is used in the Template ID of the linked asset. As needed, you can modify the values in the available fields.
If you want to modify the Asset ID for a linked asset, follow these steps:
1. In the Linked Assets section, in the Asset ID column, select the required asset.
  The Record Explorer workspace appears on a new page.
2. As needed, modify values in the available fields.
  On the page, select .
If you want to customize values in the profile template for a linked asset, follow these steps:
1. In the Linked Assets section, in the Template ID column, select the link.
  The Edit Default from Template window appears, displaying the Equipment Details section.
2. As needed, modify the values in the available fields based on the profile template that you selected.
3. Select Save.
  Note: If you want to restore a customized template to its default state, select Restore Template Defaults.
  The Applied Templates of the selected assets are updated with the details of the selected profile template.
In the page, select .

What To Do Next

Link a Calibration Task to a Profile

Generate a Calibration Template Report

About This Task

You can generate a Calibration Template report and print it to record the readings taken when performing a calibration.

Procedure

Access the Calibration for which you want to generate a report.
In the upper-right corner of the datasheet, select , and then select View Report.

The Calibration report is generated. You can print, save, or export the report or attach the report to an email.

Note: You can generate multiple reports at a time by following the bulk printing workflow in the Bulk Printing of Calibration Reports.

Link Assets to a Calibration Profile

Before You Begin

Link the Calibration Profile to a profile template.
You can only link assets that belong to the same site as the Calibration Profile or the site to which you are assigned.

Important: If you have created the Calibration Profile in APM V3.6.0.0.0 or later, and then upgraded to the current version, then you cannot link an asset to the Calibration Profile. If, however, you have created the Calibration Profile in V4.2.0.0.0 or later, you can link an asset to the Calibration Profile.

Procedure

Access the Calibration Profile to which you want to link assets.
In the Linked Assets section, select .
The Asset Finder window appears.
In the row containing each asset that you want to link, select .
The selected assets appear in the right section.
Select Done.
The assets are linked to the Calibration Profile. If, however, any of the assets is already linked to the Calibration Profile, a validation message appears, indicating that the asset has already been linked, and will not be linked again.

Results

A copy of the Profile Template is created, and linked to the asset.

Note: The original template (i.e., the profile template) is not linked to the asset. Only a copy of the template is linked to the asset.

What To Do Next

Link a Calibration Task to the Calibration Profile

Unlink an Asset from a Calibration Profile

About This Task

When you unlink an asset from a Calibration Profile, the copy of the template that is linked to the asset (i.e., the applied profile) is deleted.

Note: The original template (Profile Template) is not deleted. Only the copy of the template is deleted.

Procedure

Access the Calibration Profile that is linked to the Asset that you want to unlink.
In the Linked Assets section, next to the Asset that you want to unlink, select the check box.
In the upper-right corner of the section, select .

A warning message appears, indicating that the selected Asset will be unlinked from the current template.
Select OK.

The Asset is unlinked from the profile.

Results

The copy of the profile template that was created when you linked the Asset is deleted.

What To Do Next

Link a Calibration Task to a Profile

Delete a Calibration Profile

About This Task

Important: Deleting a Calibration Profile deletes all the templates linked to the Equipment, Functional Location, or custom asset in the profile. It does not, however, delete the Profile Template.

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
Select the Calibration Profiles tab.
The Calibration Profiles section appears.
Next to each Calibration Profile that you want to delete, select the check box.
Select .
The Delete Calibration Profiles(s) dialog box appears, asking you to confirm that you want to delete the selected Calibration Profile.
Select OK.
The Calibration Profile and the Applied Templates associated with the Equipment, Functional Location, or custom asset in the Calibration Profile are also deleted.