Instrumentation System Planning Workflow

Calibration Management: Instrumentation System Planning Workflow

This workflow describes the planning process involved in conducting calibration for an Instrumentation System. This system is defined by linking a Functional Location or an Equipment as a parent-level asset that needs to be calibrated, and then linking one or more Functional Locations and/or Equipment as child assets that are part of the system that needs to be calibrated.

Note: Any existing Functional Location or Equipment can be added to the Instrumentation System; a parent-child relationship between assets is not required.

In the following workflow diagram, the blue text in a shape indicates that the corresponding description has been provided in the sections that follow the diagram. For more information, refer to the Interpreting the Workflow Diagrams topic in the APM Product Workflows documentation.

Note: For information on the personas associated with a APM module, refer to the APM Product Workflows documentation.

Define Instrumentation Systems

Persona: Analyst

Create an Instrumentation Systems record.

This record is used to describe the Instrumentation System and to manage the calibrations and calibration schedules for the entire system. This record is site filtered.

Select Asset

Persona: Analyst

This asset represents the parent-level asset against which a Calibration Task will be defined and scheduled to calibrate the system.

Define Calibration Task

Persona: Analyst

Select Instrumentation System and create a Calibration Task record. This is to specify the schedule for performing the calibration for the entire system and assign the task to the user. This Calibration Task is linked to the parent asset of the Instrumentation System that is defined in Select Asset. When the calibration record is approved and closed, this Calibration Task is recycled to its next due date based on the defined interval.

Link Assets

Persona: Analyst

After creating an Instrumentation System record, link one or more child assets that need to be calibrated as part of the system. These child assets can be Functional Locations and/or Equipment. The child assets may be from the same Functional Location that is linked to the Instrumentation System or from a different Functional Location.

The selected child assets should already be a part of the Calibration Profile and have Applied Templates.

Define Calibration Task Scope

Persona: Analyst

In the Instrumentation System, you can group and organize asset-level calibration applied templates and review summary results. The Task Scoping process allows you to select all or a subset of calibration strategies (applied templates) that need to be collectively managed for the assets in the Instrumentation System. Typically, the strategies and schedule for all sub-assets within the Instrumentation System are similar, based on the criticality of the system/loop. It is possible that within the same Instrumentation System, calibration strategies may differ from one asset to another even though the schedule of the system/loop is the same. To facilitate this, you can scope the task at the Instrumentation System level by selecting the calibration strategies (applied templates) of the related sub-assets. Task scope can be modified to add or remove assets later.

One Instrumentation System can have one or more Calibration Tasks and each Calibration Task can have its task scope defined.

After defining the task scope, the child assets with their applied templates against the Calibration Task appear under Calibration Queue in the Calibration Management Overview page.

Calibration Assessment

Persona: Analyst / Calibration Technician

Go to the Calibration Assessment Workflow.

Perform either a manual calibration or an automated calibration for the child assets of the Instrumentation System. When the calibration event is created for any child asset, the summary event is automatically created. The PASS/FAIL results of the child event is automatically rolled up and marks the summary event as PASS or FAIL.

After the calibrations are completed and approved for all the child assets defined in the current task scope, the summary event can be approved. This recycles the Calibration Task associated with the Instrumentation System.