Difference between revisions of "How to manage Calibration in CMMS"
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[[File:Status Change Alter Email.png|800px|Status Change Alter Email.png]] | [[File:Status Change Alter Email.png|800px|Status Change Alter Email.png]] | ||
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= Approve (or Reject) the Calibration = | = Approve (or Reject) the Calibration = | ||
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'''Screenshot: Calibration Approval''' | '''Screenshot: Calibration Approval''' | ||
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'''Screenshot: Approval Alter Email''' | '''Screenshot: Approval Alter Email''' | ||
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Revision as of 18:13, 12 August 2020
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)
- The 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 the Asset 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 needs 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
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
[[File:|800px|Calibration rescheduled.png]]
Revision Log
Revision | Revision Date | Description | Updated by | Approved by |
---|---|---|---|---|
1 | 12/19/18 | Initial Draft | Martha Jordan | |
1 | 4/11/19 | Update screenshots. Correct some mandatory fields Add Reschedule section | Helena Wang | |
2 | 8/12/2020 | Title Update | Elaine Fonaro | |
2A | 8/12/2020 | Revision Log Update | Marisol Vargas |