Calibration Assessment CMX

Calibration Management: Calibration Assessment CMX Workflow

This workflow describes the process of performing a calibration using Calibration Management and Beamex CMX calibration software. This includes sending the calibration work order data to the Beamex CMX calibration software, receiving the calibration data after the work order is run from Beamex CMX calibration software, verifying and saving the results in Calibration Management, and then proposing and approving recommendations.

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.


View Task

Persona: Technician

View the work order for the asset to be calibrated, the calibration profile to be used, the tools to be used, and other pertinent information related to the task.

Send for Calibration

Persona: Technician

Send the work order details of the calibration to be performed to CMX Calibration Management software.

Perform Calibration (CMX)

Persona: Technician

Perform the calibration by sending the functions for calibration from Beamex CMX calibration software to the supported calibrator, such as Beamex MC5 or Beamex MC6. After the calibration is performed, the calibrator is connected to the Beamex CMX calibration software. The Beamex CMX calibration software downloads the calibration data, such as calibration template, input, and output units of measure. Refer to the Beamex documentation for additional details.

Receive from Calibration

Persona: Technician

When you receive data for a completed work order for calibration from CMX Calibration Management software, the calibration data is loaded into APM. The calibration data sent by the CMX Calibration Management software contains the work order, pass/fail status of the calibration, and additional details related to the performed calibration.

Create Calibration Event

Persona: Technician

Create a Calibration Event to store the readings gathered from the calibration, and then enter those readings in the Calibration Event record for review and future processing.

Create Recommendation

Persona: Technician

You can create a recommendation to suggest ways to improve the calibration results or to prevent overt failures such as broken electrical conduit, failure of a protective element, rusted wires, or the presence of excess moisture.

Manage Performance Recommendation

Persona: Technician, Analyst

Create performance recommendations and approve them using state management.

Go to the Action Management: Manage Recommendation Actions Workflow.

Approve and Close Calibration Events

Persona: Analyst

Verify the results of the calibration, and then close the calibration. After you close the calibration, all the other fields in the Calibration are disabled, and the associated Calibration Task is cycled.

Ad Hoc Calibration?

Persona: Analyst

Ad-Hoc calibration is performed on the asset that needs to be calibrated outside of its calibration schedule. A predefined calibration task controls the schedule. Therefore, the Ad-Hoc Calibration check box available to the user allows the user to calibrate an asset without recycling the task associated with that asset.

Calibration Task Cycled

Persona: Analyst

After you close the Calibration Events, the associated Calibration Task is cycled automatically. If the task is recurring, then the Last Date and the Next Date fields are updated. If the task is not recurring, then the task is set to complete, and is removed from the Calibration Queue section.