Difference between revisions of "How to manage Calibration in CMMS"
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= Configure the Calibration Group = | = Configure the Calibration Group = | ||
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#Add a new Calibration Group or edit an existing Calibration Group. | #Add a new Calibration Group or edit an existing Calibration Group. | ||
#Select the Calibration Categories at the '''General''' tab as needed. | #Select the Calibration Categories at the '''General''' tab as needed. | ||
| − | #Go to the | + | #Go to the Users tab and add Users one at a time. |
'''Screenshot: Set Group Category''' | '''Screenshot: Set Group Category''' | ||
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| − | '''Screenshot: Add | + | '''Screenshot: Add Group’s Users''' |
[[File:Add group user.png|800px|Add group user.png]] | [[File:Add group user.png|800px|Add group user.png]] | ||
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= Assign the Calibration Group to Assets = | = Assign the Calibration Group to Assets = | ||
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| − | #Go to: '''Shop Floor Control > Config > CMMS Asset '''and | + | #Go to: '''Shop Floor Control > Config > CMMS Asset '''and select the Asset to edit . |
| − | #Add Calibration Categories to this Group: | + | #Add Calibration Categories to this Asset's Group: |
| − | #Go to | + | #Go to Group Tab. |
| + | #Add Calibration Categories one at a time. | ||
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[[File:Approval alter email.png|800px|Approval alter email.png]] | [[File:Approval alter email.png|800px|Approval alter email.png]] | ||
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= Reschedule the Calibration = | = Reschedule the Calibration = | ||
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| − | [[File:Lightbulb icon.png|50px]]<span style="font-size:larger;">'''Troubleshooting Tips '''</span> | + | [[File:Lightbulb icon.png|50px|Lightbulb icon.png]]<span style="font-size:larger;">'''Troubleshooting Tips '''</span> |
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*Check the Group (Shop Floor Config > CMMS Admin > Group) to make sure the correct users have been added. | *Check the Group (Shop Floor Config > CMMS Admin > Group) to make sure the correct users have been added. | ||
*Check the Asset to see if the proper calibration categories have been added to the Group (Shop Floor Control > CMMS Assets > Group > Categories) | *Check the Asset to see if the proper calibration categories have been added to the Group (Shop Floor Control > CMMS Assets > Group > Categories) | ||
| − | *Check the Calibration Assignment (CMMS Asset > Calibration Tab) to check that the correct approver was added (Step 2d) | + | *Check the Calibration Assignment (CMMS Asset > Calibration Tab) to check that the correct approver was added (Step 2d) |
= Revision Log = | = Revision Log = | ||
Revision as of 06:08, 17 April 2019
Contents
Configure the Calibration Group
- Go to: Shop Floor Control > Config > CMMS Admin > Group.
- Add a new Calibration Group or edit an existing Calibration Group.
- Select the Calibration Categories at the General tab as needed.
- Go to the Users tab and add Users one at a time.
Screenshot: Set Group Category
Screenshot: Add Group’s Users
Assign the Calibration Group to Assets
- Go to: Shop Floor Control > Config > CMMS Asset and select the Asset to edit .
- Add Calibration Categories to this Asset's Group:
- Go to Group Tab.
- Add Calibration Categories one at a time.
Screenshots: Set Calibration Category
Screenshot: Set Group for Asset
Assign the Calibration.
- At the Edit Asset Page,move to the Asset’s Calibration Tab.
- Complete the following mandatory fields:
- Calibration Needed checkbox.
- Last Calibration Date
- Interval (mth)
- system will populate Next Calibration Date based on the Last Calibration Date, and the number of months selected in the Interval section.
- Grace Period(Days).
- Complete the other optional fields if needed.
- Save.
Screenshot: Edit Asset Calibration Tab
- Email notification goes to the Assigned group members, including Requester and Approver.
Screenshot: Assigned Alter Email
Complete the Calibration on the Asset
- Go to:Production > CMMS Calibration > My Assigned.
- Double click on theAsset Name.
- Fill out the following mandatory fields:
- Input Status
- Actual Calibrated Date
Note: Only the Input Statu be set to Complete - Approval, this calibration Asset’s go to the approval process.
- Fill out other optional fields if needed.
- Save.
Screenshot: Calibration Assigned
- Email notification goes to the Approver and the assigned group members (this person was selected when the Calibration need approver) (Step 2).
Screenshot: Status Change alter Email
Approve (or Reject) the Calibration
- Go to: Production > CMMS Calibration > My Approvals.
- Double click on the Asset Name.
- Complete the following mandatory fields:
- Input Status: Select Approved or Rejected.
- Actual Cal Date .
- Save.
Screenshot: Calibration Approval
- An email notification goes to the approver, requester, and assigned group members.
Screenshot: Approval Alter Email
Reschedule the Calibration
- Go to:Production > CMMS Calibration > My Rescheduling.
- Double click on the Asset Name.
- Complete the following mandatory fields:
- Rescheduled Date.
- Save.
Screenshot: My Rescheduling
Troubleshooting Tips
- Check the Calibration List if the Calibration is not available in the correct submodule (My Approvals, My Assigned). Perhaps it was not assigned properly.
- Check the Group (Shop Floor Config > CMMS Admin > Group) to make sure the correct users have been added.
- Check the Asset to see if the proper calibration categories have been added to the Group (Shop Floor Control > CMMS Assets > Group > Categories)
- Check the Calibration Assignment (CMMS Asset > Calibration Tab) to check that the correct approver was added (Step 2d)
Revision Log
| Revision # | Revision Date | Description | Updated by | Approved by |
| 1 | 12/19/18 | Initial Draft | Martha Jordan | [Calibri 10 pt] |
| 1 | 4/11/19 | Update screenshots. Correct some mandatory fields Add Reschedule section | Helena Wang |
