Calibration Assessment

Calibration Management: Calibration Assessment Workflow

This workflow describes the process of performing a calibration, verifying and saving the results, and proposing and approving recommendations via a manual calibration, a Fluke Documenting Process Calibrator, or a GE Druck Calibrator.

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

The task is the calibration task that a calibration technician is expected to perform. The calibration task describes the asset to be calibrated, the calibration profile to be used, the tools to be used and other pertinent information related to the task.

Manual Calibration?

Persona: Technician

Identify whether you want to perform a manual calibration or an automated calibration.

  • In a manual calibration, you print the Calibration Template, note the readings, and then create a Calibration Event manually to store the readings.
  • In an automated calibration, you send the templates to a documenting process calibrator, perform the calibration, and then receive the data from the calibrator.

Send for Calibration

Persona: Technician

If you are performing an automated calibration, you must send the Calibration Templates to the documenting process calibrator.

Perform Calibration

Persona: Technician

If you are performing a manual calibration, note the readings for each test point on the Calibration Template that you have printed. Then, in APM, create a Calibration record, and then enter the noted readings. If you are performing an automated calibration, verify the readings in the calibrator, and then save them. The calibrator displays the error at each test point.

As Found Calibration Pass?

Persona: Technician

In the Calibration record, determine if the As Found calibration has passed. If it has not, you will have to recalibrate the asset.

As Left Calibration Pass?

Persona: Technician

After recalibrating the asset, enter the readings in the same Calibration record in which you entered the As Found readings. Determine if the As Left calibration has passed. If it has not, you must replace or repair the asset.

Replace or Repair Equipment

Persona: Technician

If the As Left calibration fails, then you must replace or repair the asset before recalibrating it again.

Create Calibration Event

Persona: Technician

Create a Calibration Event to store the readings gathered from the manual calibration, and then enter those readings in the Calibration Event record.

Recalibrate

Persona: Technician

If the As Found calibration fails, you must recalibrate the asset.

Receive from Calibration

Persona: Technician

If you have performed an automated calibration, connect the calibrator to APM, and then receive the data from the calibrator. After you save the data, Calibration records are created for each calibration that you have performed using the calibrator.

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.

Approve Recommendations

Persona: Analyst

Approve recommendations by changing the value in the Status field of the recommendations that you want to approve to Reviewed.

Manage Performance Recommendation

Persona: Technician, Analyst

Manage performance recommendation is a subprocess managed outside of calibration management module.

Go to the Action Management: Manage Recommended 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.