Difference between revisions of "How to manage Calibration in CMMS"

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(Created page with " = How To: Configure, Assign, Complete, and Approve a Calibration in CMMS =   #Configure the Calibration Group. ##Go to: '''Shop Floor Control > Config > CMMS Admin >...")
 
 
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= How To: Configure, Assign, Complete, and Approve a Calibration in CMMS =
 
  
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= Summary =
  
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#Configure the Calibration Group.
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This doc will tell the users how to manage calibration in CMMS.
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##Go to: '''Shop Floor Control > Config > CMMS Admin > Group'''.
 
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##Add a new Calibration Group or edit one existed Calibration Group.
 
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##Select the Calibration Categories at the '''General''' tab as needed.
 
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##Go to the '''Users''' tab and add Users one at a time.  
 
  
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'''Screenshot: Set Group Category'''
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= <span class="mw-headline" id="Prerequisites"><span class="mw-headline" id="Prerequisites"><span class="mw-headline" id="Prerequisites"><span class="mw-headline" id="Prerequisites"><span class="mw-headline" id="Prerequisites"><span class="mw-headline" id="Prerequisites">Prerequisites</span></span></span></span></span></span> =
  
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[[File:1 Group.png|800px]]
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*'''Groups''' are defined ('''Shop Floor Control''' > '''Configuration''' > '''CMMS Admin''' > '''Group''')
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*'''Calibration Assignment/'''Calibration Notification&nbsp;Categories are selected for the Group ('''Shop Floor Control > Configuration > CMMS Asset > Group > Assign Group > Category'''. Can also be accomplished when Group is defined).  
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*'''Asset''' is created ('''Shop Floor Control > Configuration > CMMS Asset > Asset''')
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        <div class="eJOY__extension_root_class" id="eJOY__extension_root" style="all: unset;">&nbsp;</div>
  
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'''Screenshot: Add group’s users'''
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= <span class="mw-headline" id="Configure_the_Calibration_Groups"><span class="mw-headline" id="Configure_the_Calibration_Groups"><span class="mw-headline" id="Configure_the_Calibration_Groups"><span class="mw-headline" id="Configure_the_Calibration_Groups"><span class="mw-headline" id="Configure_the_Calibration_Groups"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline"><span class="mw-headline">Configure the Calibration Groups</span></span></span></span></span></span></span></span></span></span></span> =
  
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[[File:Add group user.png|800px]]
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#Select the '''Asset''' to be calibrated.
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#Go to: '''Group''' ICON
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#At the '''GROUP''' '''LIST''' tab, select '''ASSIGN GROUP'''.
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#Select'''Calibration Assignment '''from '''Category''' drop-down at the top bar to search the associated groups.
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#Select the '''Groups''' to which the Technician belongs.&nbsp;
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#Select the Category'''Calibration Notification'''.
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#Select the Group to which the Approver belongs so the users receive email notification.  
  
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== 2. Assign the Calibration Group to Assets. ==
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'''Figure 1: Assign Group&nbsp;'''
  
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&nbsp;
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[[File:Group for asset.png|border|800px|1 Group.png]]
  
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#Go to: '''Shop Floor Control > Config > CMMS Asset '''and double click the Asset that needs Calibration to open the Edit Asset page.
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'''Figure 2: Default&nbsp;&nbsp;Group'''
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#Add Calibration Categories to this Group:  
 
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#Go to '''Group''' Tab. Add Calibration Categories one at a time.
 
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'''Screenshots: Set Calibration Category'''
 
  
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[[File:Is Default group.png|border|800px|Add group user.png]]
  
 
&nbsp;
 
&nbsp;
  
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'''Screenshot: Set Group for Asset'''
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= <span class="mw-headline" id="Configure_the_Calibration_Fields."><span class="mw-headline" id="Configure_the_Calibration_Fields."><span class="mw-headline" id="Configure_the_Calibration_Fields."><span class="mw-headline" id="Configure_the_Calibration_Fields."><span class="mw-headline" id="Assign_the_Calibration."><span class="mw-headline" id="Assign_the_Calibration."><span class="mw-headline" id="Assign_the_Calibration."><span class="mw-headline" id="Assign_the_Calibration."><span class="mw-headline" id="Assign_the_Calibration."><span class="mw-headline" id="Assign_the_Calibration.">Configure the Calibration Fields.</span></span></span></span></span></span></span></span></span></span> =
  
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[[File:Assign group to asset.png|800px]]
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#Select the asset at the&nbsp;Asset Page, the Calibration icon show.  
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#At the&nbsp;Asset’s '''Calibration'''&nbsp;pop-up window.  
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#Assign the Calibration.  
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#Complete the following mandatory fields:  
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##At the Edit Asset Page,move to the Asset’s '''Calibration''' Tab.  
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<ul style="margin-left: 40px;">
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##Complete the following mandatory fields:  
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<li>'''Calibration Needed''' checkbox.</li>
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#Calibration Needed checkbox.  
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<li>'''Last Calibration Date'''</li>
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#Last Calibration Date  
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<li>'''Interval (mth)'''</li>
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#Interval (mth)  
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<li>The system will populate the&nbsp;'''Next Calibration Date''' based on the Last Calibration Date and the number of months selected in the Interval section.</li>
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#system will populate'''Next Calibration Date''' based on the Last Calibration Date, and the number of months selected in the Interval section.  
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<li>'''Grace Period(Days)'''.</li>
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#Grace Period(Days).  
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<li>'''Needs Approval'''</li>
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##Complete the other optional fields if needed.
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<li>'''Approval User'''</li>
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##Save.
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</ul>
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'''Screenshot: Edit Asset Calibration Tab'''
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<ol start="3">
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<li>Complete the other optional fields if needed.</li>
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<li>Save.</li>
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[[File:Calibration tab.png|800px]]
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</ol>
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#Email notification goes to the Assigned group members, including Requester and Approver.  
 
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'''Screenshot: Assigned Alter Email'''
 
  
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[[File:Assigned Alter Email.png|800px]]
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'''Figure 3: Edit Asset Calibration Fields'''
  
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'''Screenshot: Status Change alter Email'''
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[[File:Calibration for asset.png|border|800px|Calibration tab.png]]
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[[File:Status Change Alter Email.png|800px]]
 
  
 
&nbsp;
 
&nbsp;
  
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'''Screenshot: Approval Alter Email'''
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= <span class="mw-headline" id="Complete_the_Calibration_on_the_Asset"><span class="mw-headline" id="Complete_the_Calibration_on_the_Asset"><span class="mw-headline" id="Complete_the_Calibration_on_the_Asset"><span class="mw-headline" id="Complete_the_Calibration_on_the_Asset"><span class="mw-headline" id="Complete_the_Calibration_on_the_Asset"><span class="mw-headline" id="Complete_the_Calibration_on_the_Asset"><span class="mw-headline" id="Complete_the_Calibration_on_the_Asset"><span class="mw-headline" id="Complete_the_Calibration_on_the_Asset"><span class="mw-headline" id="Complete_the_Calibration_on_the_Asset"><span class="mw-headline" id="Complete_the_Calibration_on_the_Asset">Complete the Calibration on the Asset</span></span></span></span></span></span></span></span></span></span> =
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[[File:Approval alter email.png|800px]]
 
  
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##Complete the Calibration on the Asset
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#Go to:'''Production > CMMS > Calibration > My Assigned'''.  
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###Go to: Production > CMMS Calibration > My Assigned.  
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#Double click on the '''Asset Name'''.  
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###Double click on the Asset Name.  
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#Fill out the following mandatory fields:  
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###Fill out the following mandatory fields:  
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<ul style="margin-left: 40px;">
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<li>'''Input Status'''</li>
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<li>'''Actual Calibrated Date'''</li>
 
</ul>
 
</ul>
  
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###*'''Input Status'''
 
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###*'''Actual Calibrated Date'''
 
 
'''<span style="text-decoration:underline;">Note</span>: '''Only the '''Input Statu''' be set to Complete - Approval, this calibration Asset’s go to the approval process.
 
'''<span style="text-decoration:underline;">Note</span>: '''Only the '''Input Statu''' be set to Complete - Approval, this calibration Asset’s go to the approval process.
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<ol start="4">
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<li>Fill out other optional fields if needed.</li>
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<li>Save.</li>
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</ol>
  
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'''Figure 4: Calibration Assigned'''
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[[File:Calibration my assigned.png|border|800px|Calibartion Assigned.png]]
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<ol start="6">
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<li>Email notification goes to the Approver and the assigned group members (this person was selected when the Calibration needs approver) (Step 2).</li>
 
</ol>
 
</ol>
  
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###*#Fill out other optional fields if needed.
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&nbsp;
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###*#Save.
 
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'''Screenshot: Calibration Assigned'''
 
  
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[[File:Calibartion Assigned.png|800px]]
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= <span class="mw-headline" id="Approve_.28or_Reject.29_the_Calibration"><span class="mw-headline" id="Approve_.28or_Reject.29_the_Calibration"><span class="mw-headline" id="Approve_.28or_Reject.29_the_Calibration"><span class="mw-headline" id="Approve_.28or_Reject.29_the_Calibration"><span class="mw-headline" id="Approve_.28or_Reject.29_the_Calibration"><span class="mw-headline" id="Approve_.28or_Reject.29_the_Calibration"><span class="mw-headline" id="Approve_.28or_Reject.29_the_Calibration"><span class="mw-headline" id="Approve_.28or_Reject.29_the_Calibration"><span class="mw-headline" id="Approve_.28or_Reject.29_the_Calibration"><span class="mw-headline" id="Approve_.28or_Reject.29_the_Calibration">Approve (or Reject) the Calibration</span></span></span></span></span></span></span></span></span></span> =
  
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###*##Email notification goes to the Approver and the assigned group members (this person was selected when the Calibration need approver) (Step 2).     
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#Go to: '''Production > CMMS > Calibration > My Approvals'''.  
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###Approve (or Reject) the Calibration
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#Double click on the Asset Name.  
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####Go to: Production > CMMS Calibration > My Approvals.  
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#Complete the following mandatory fields:  
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####Double click on the Asset Name.  
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<ul style="margin-left: 40px;">
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####Complete the following mandatory fields:  
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<li>'''Input Status''': Select Approved or Rejected.</li>
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###Input Status: Select Approved or Rejected.  
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<li>'''Actual Calibration Date'''.</li>
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###Statuses are described <a href="[https://docs.google.com/document/d/1n5BlLK7gIJD5DEkRBYp22-WDhDg2HbZzT7ZyuZFuXIE/edit#heading=h.39nz1r6wrotv https://docs.google.com/document/d/1n5BlLK7gIJD5DEkRBYp22-WDhDg2HbZzT7ZyuZFuXIE/edit#heading=h.39nz1r6wrotv]">here</a>.
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</ul>
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###Actual Cal Date auto populates. 
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<ol start="4">
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##Save.  
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<li>Save.</li>
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</ol>
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'''Screenshot: Calibration Approval'''
 
  
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[[File:Calibration approval.png|800px]]
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'''Figure 5: Calibration Approval'''
  
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#An email notification goes to the approver, requester, and assigned group members.
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[[File:Calibration my approvals.png|border|800px|Calibration approval.png]]
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#Reschedule the Calibration
 
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##Go to: Production > CMMS Calibration > My Rescheduling.  
 
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##Double click on the Asset Name.
 
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##Complete the following mandatory fields: 
 
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#Rescheduled Date.  
 
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&nbsp;
 
  
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== &nbsp; ==
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Email notification goes to the approver, requester, and assigned group members.
  
 
&nbsp;
 
&nbsp;
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[[File:Lightbulb icon.png|70x70px]]Troubleshooting Tips
 
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&nbsp;
 
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Check the Calibration List if the Calibration is not available in the correct submodule (My Approvals, My Assigned). Perhaps it was not assigned properly.
 
  
 
&nbsp;
 
&nbsp;
  
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<br/> Check the Group (Shop Floor Config > CMMS Admin > Group) to make sure the correct users have been added.
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= <span class="mw-headline" id="Reschedule_the_Calibration"><span class="mw-headline" id="Reschedule_the_Calibration"><span class="mw-headline" id="Reschedule_the_Calibration"><span class="mw-headline" id="Reschedule_the_Calibration"><span class="mw-headline" id="Reschedule_the_Calibration"><span class="mw-headline" id="Reschedule_the_Calibration"><span class="mw-headline" id="Reschedule_the_Calibration"><span class="mw-headline" id="Reschedule_the_Calibration"><span class="mw-headline" id="Reschedule_the_Calibration"><span class="mw-headline" id="Reschedule_the_Calibration">Reschedule the Calibration</span></span></span></span></span></span></span></span></span></span> =
  
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Check the Asset to see if the proper calibration categories have been added to the Group (Shop Floor Control > CMMS Assets > Group > Categories)
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#Go to:'''Production > CMMS > Calibration > My Rescheduling'''.
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#Double click on the Asset Name.
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#Complete the following mandatory fields:
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<ul style="margin-left: 40px;">
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<li>'''Rescheduled Date'''.</li>
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</ul>
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<ol start="4">
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<li>Save.</li>
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</ol>
  
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Check the Calibration Assignment (CMMS Asset > Calibration Tab) to check that the correct approver was added (Step 2d)
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'''Figure 6: My Rescheduling'''
  
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{|
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[[File:Calibration rescheduling.png|border|800px|Calibration rescheduled.png]]
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|-
 
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| '''Revision #'''
 
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| '''Revision Date'''
 
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| '''Description'''
 
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| '''Updated by'''
 
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| '''Approved by'''
 
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|-
 
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| 1
 
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| 12/19/18
 
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| Initial Draft
 
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| Martha Jordan
 
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| [Calibri 10 pt]
 
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|-
 
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| 1
 
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| 4/11/19
 
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| Update screenshots.  
 
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Correct some mandatory fields <p> Add Reschedule section </td>
 
  
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| Helena Wang
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&nbsp;
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  </td>
 
  
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|
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----
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  </td>
 
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  </tr>
 
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</table>
 
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|}
 
  
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##Save.
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&nbsp;
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'''Screenshot: My Rescheduling'''
 
  
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[[File:Calibration rescheduled.png|800px]]
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&nbsp;
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##Revision Log
 

Latest revision as of 05:41, 11 September 2024


Summary

This doc will tell the users how to manage calibration in CMMS.

Prerequisites

  • Groups are defined (Shop Floor Control > Configuration > CMMS Admin > Group)
  • Calibration Assignment/Calibration Notification Categories are selected for the Group (Shop Floor Control > Configuration > CMMS Asset > Group > Assign Group > Category. Can also be accomplished when Group is defined).
  • Asset is created (Shop Floor Control > Configuration > CMMS Asset > Asset)
 

Configure the Calibration Groups

  1. Select the Asset to be calibrated.
  2. Go to: Group ICON
  3. At the GROUP LIST tab, select ASSIGN GROUP.
  4. SelectCalibration Assignment from Category drop-down at the top bar to search the associated groups.
  5. Select the Groups to which the Technician belongs. 
  6. Select the CategoryCalibration Notification.
  7. Select the Group to which the Approver belongs so the users receive email notification.

Figure 1: Assign Group 

1 Group.png

Figure 2: Default  Group

Add group user.png

 

Configure the Calibration Fields.

  1. Select the asset at the Asset Page, the Calibration icon show.
  2. At the Asset’s Calibration pop-up window.
  3. Complete the following mandatory fields:
  • Calibration Needed checkbox.
  • Last Calibration Date
  • Interval (mth)
  • The system will populate the Next Calibration Date based on the Last Calibration Date and the number of months selected in the Interval section.
  • Grace Period(Days).
  • Needs Approval
  • Approval User
  1. Complete the other optional fields if needed.
  2. Save.

Figure 3: Edit Asset Calibration Fields

Calibration tab.png

 

Complete the Calibration on the Asset

  1. Go to:Production > CMMS > Calibration > My Assigned.
  2. Double click on the Asset Name.
  3. 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.

  1. Fill out other optional fields if needed.
  2. Save.

Figure 4: Calibration Assigned

Calibartion Assigned.png

  1. Email notification goes to the Approver and the assigned group members (this person was selected when the Calibration needs approver) (Step 2).

 

Approve (or Reject) the Calibration

  1. Go to: Production > CMMS > Calibration > My Approvals.
  2. Double click on the Asset Name.
  3. Complete the following mandatory fields:
  • Input Status: Select Approved or Rejected.
  • Actual Calibration Date.
  1. Save.

Figure 5: Calibration Approval

Calibration approval.png

Email notification goes to the approver, requester, and assigned group members.

 

 

Reschedule the Calibration

  1. Go to:Production > CMMS > Calibration > My Rescheduling.
  2. Double click on the Asset Name.
  3. Complete the following mandatory fields:
  • Rescheduled Date.
  1. Save.

Figure 6: My Rescheduling

Calibration rescheduled.png

 

 

 

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