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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=   =
  
 
 
 
 
  
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#Configure the Calibration Group.  
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= Configure the Calibration Group. =
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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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#Go to: '''Shop Floor Control > Config > CMMS Admin > Group'''.  
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##Select the Calibration Categories at the '''General''' tab as needed.  
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#Add a new Calibration Group or edit one existed Calibration Group.  
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##Go to the '''Users''' tab and add Users one at a time.  
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#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: Set Group Category'''
  
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[[File:1 Group.png|800px]]
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[[File:1 Group.png|800px|1 Group.png]]
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 +
 
  
 
'''Screenshot: Add group’s users'''
 
'''Screenshot: Add group’s users'''
  
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[[File:Add group user.png|800px]]
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[[File:Add group user.png|800px|Add group user.png]]
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 +
==   ==
  
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== 2. Assign the Calibration Group to Assets. ==
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= Assign the Calibration Group to Assets. =
  
 
 
 
 
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#Add Calibration Categories to this Group:  
 
#Add Calibration Categories to this Group:  
 
#Go to '''Group''' Tab. Add Calibration Categories one at a time.  
 
#Go to '''Group''' Tab. Add Calibration Categories one at a time.  
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 +
 
 +
 
'''Screenshots: Set Calibration Category'''
 
'''Screenshots: Set Calibration Category'''
  
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[[File:Calibration category.png|800px]]
  
 
 
 
 
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'''Screenshot: Set Group for Asset'''
 
'''Screenshot: Set Group for Asset'''
  
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[[File:Assign group to asset.png|800px]]
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[[File:Assign group to asset.png|800px|Assign group to asset.png]]
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= Assign the Calibration. =
 +
 
 +
#At the Edit Asset Page,move to the Asset’s '''Calibration''' Tab.
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#Complete the following mandatory fields:
 +
<ul style="margin-left: 40px;">
 +
<li>'''Calibration Needed''' checkbox.</li>
 +
<li>'''Last Calibration Date'''</li>
 +
<li>'''Interval (mth)'''</li>
 +
<li>system will populate&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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<li>'''Grace Period(Days)'''.</li>
 +
</ul>
 +
<ol start="3">
 +
<li>Complete the other optional fields if needed.</li>
 +
<li>Save.</li>
 +
</ol>
  
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#Assign the Calibration.
 
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##At the Edit Asset Page,move to the Asset’s '''Calibration''' Tab.
 
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##Complete the following mandatory fields: 
 
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#Calibration Needed checkbox.
 
−
#Last Calibration Date
 
−
#Interval (mth)
 
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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.
 
−
#Grace Period(Days).
 
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##Complete the other optional fields if needed.
 
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##Save.
 
 
'''Screenshot: Edit Asset Calibration Tab'''
 
'''Screenshot: Edit Asset Calibration Tab'''
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[[File:Calibration tab.png|800px]]
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[[File:Calibration tab.png|800px|Calibration tab.png]]
 +
 
 +
&nbsp;
 +
<ol start="5">
 +
<li>Email notification goes to the Assigned group members, including Requester and Approver.</li>
 +
</ol>
 +
 
 +
&nbsp;
  
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#Email notification goes to the Assigned group members, including Requester and Approver.
 
 
'''Screenshot: Assigned Alter Email'''
 
'''Screenshot: Assigned Alter Email'''
  
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[[File:Assigned Alter Email.png|800px]]
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[[File:Assigned Alter Email.png|800px|Assigned Alter Email.png]]
  
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'''Screenshot: Status Change alter Email'''
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&nbsp;
  
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[[File:Status Change Alter Email.png|800px]]
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&nbsp;
  
 
&nbsp;
 
&nbsp;
  
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'''Screenshot: Approval Alter Email'''
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&nbsp;
  
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[[File:Approval alter email.png|800px]]
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= Complete the Calibration on the Asset =
  
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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;">
 +
<li>'''Input Status'''</li>
 +
<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.
  
 +
&nbsp;
 +
<ol start="4">
 +
<li>Fill out other optional fields if needed.</li>
 +
<li>Save.</li>
 
</ol>
 
</ol>
  
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###*#Fill out other optional fields if needed.
 
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###*#Save.
 
 
'''Screenshot: Calibration Assigned'''
 
'''Screenshot: Calibration Assigned'''
  
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[[File:Calibartion Assigned.png|800px]]
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[[File:Calibartion Assigned.png|800px|Calibartion Assigned.png]]
  
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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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&nbsp;
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###Approve (or Reject) the Calibration  
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<ol start="6">
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####Go to: Production > CMMS Calibration > My Approvals.  
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<li>Email notification goes to the Approver and the assigned group members (this person was selected when the Calibration need approver) (Step 2).</li>
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####Double click on the Asset Name.  
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</ol>
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####Complete the following mandatory fields:  
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###Input Status: Select Approved or Rejected.  
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&nbsp;
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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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###Actual Cal Date auto populates. 
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'''Screenshot: Status Change alter Email'''
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##Save. 
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 +
[[File:Status Change Alter Email.png|800px|Status Change Alter Email.png]]
 +
 
 +
&nbsp;
 +
 
 +
= Approve (or Reject) the Calibration =
 +
 
 +
#Go to: '''Production > CMMS Calibration > My Approvals'''.  
 +
#Double click on the Asset Name.  
 +
#Complete the following mandatory fields:  
 +
<ul style="margin-left: 40px;">
 +
<li>'''Input Status''': Select Approved or Rejected.</li>
 +
<li>'''Actual Cal Date'''&nbsp;.</li>
 +
</ul>
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<ol start="4">
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<li>Save.</li>
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</ol>
  
 
'''Screenshot: Calibration Approval'''
 
'''Screenshot: Calibration Approval'''
  
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[[File:Calibration approval.png|800px]]
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[[File:Calibration approval.png|800px|Calibration approval.png]]
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<ol start="5">
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<li>An email notification goes to the approver, requester, and assigned group members.</li>
 +
</ol>
  
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#An email notification goes to the approver, requester, and assigned group members.
 
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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.
 
 
&nbsp;
 
&nbsp;
  
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== &nbsp; ==
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'''Screenshot: Approval Alter Email'''
 +
 
 +
[[File:Approval alter email.png|800px|Approval alter email.png]]
 +
 
 +
= Reschedule the Calibration =
 +
 
 +
#Go to:'''Production > CMMS Calibration > My Rescheduling'''.
 +
#Double click on the Asset Name.
 +
#Complete the following mandatory fields:
 +
<ul style="margin-left: 40px;">
 +
<li>'''Rescheduled Date'''.</li>
 +
</ul>
 +
<ol start="4">
 +
<li>Save.</li>
 +
</ol>
 +
 
 +
'''Screenshot: My Rescheduling'''
 +
 
 +
[[File:Calibration rescheduled.png|800px|Calibration rescheduled.png]]
  
 
&nbsp;
 
&nbsp;
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[[File:Lightbulb icon.png|70x70px]]Troubleshooting Tips  
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&nbsp;
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&nbsp; [[File:Lightbulb icon.png|70x70px|Lightbulb icon.png]]'''Troubleshooting Tips &nbsp;'''
  
 
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 Calibration List if the Calibration is not available in the correct submodule (My Approvals, My Assigned). Perhaps it was not assigned properly.
−
 
−
&nbsp;
 
  
 
<br/> Check the Group (Shop Floor Config > CMMS Admin > Group) to make sure the correct users have been added.
 
<br/> Check the Group (Shop Floor Config > CMMS Admin > Group) to make sure the correct users have been added.
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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 =
  
 
{|
 
{|
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| 1
 
| 1
 
| 4/11/19
 
| 4/11/19
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| Update screenshots.  
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| Update screenshots. Correct some mandatory fields  
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Correct some mandatory fields <p> Add Reschedule section </td>
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Add Reschedule section </td>
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−
| Helena Wang
 
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  </td>
 
  
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|  
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| Helena Wang
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  </td>
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| &nbsp;
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  </tr>
 
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</table>
 
 
|}
 
|}
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##Save.
 
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'''Screenshot: My Rescheduling'''
 
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[[File:Calibration rescheduled.png|800px]]
 
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##Revision Log
 

Revision as of 07:07, 12 April 2019

 

 

Configure the Calibration Group.

  1. Go to: Shop Floor Control > Config > CMMS Admin > Group.
  2. Add a new Calibration Group or edit one existed Calibration Group.
  3. Select the Calibration Categories at the General tab as needed.
  4. Go to the Users tab and add Users one at a time.

Screenshot: Set Group Category

1 Group.png

 

Screenshot: Add group’s users

Add group user.png

 

Assign the Calibration Group to Assets.

 

  1. Go to: Shop Floor Control > Config > CMMS Asset and double click the Asset that needs Calibration to open the Edit Asset page.
  2. Add Calibration Categories to this Group:
  3. Go to Group Tab. Add Calibration Categories one at a time.

 

Screenshots: Set Calibration Category

Calibration category.png

 

Screenshot: Set Group for Asset

Assign group to asset.png

Assign the Calibration.

  1. At the Edit Asset Page,move to the Asset’s Calibration Tab.
  2. 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).
  1. Complete the other optional fields if needed.
  2. Save.

Screenshot: Edit Asset Calibration Tab

Calibration tab.png

 

  1. Email notification goes to the Assigned group members, including Requester and Approver.

 

Screenshot: Assigned Alter Email

Assigned Alter Email.png

 

 

 

 

Complete the Calibration on the Asset

  1. Go to:Production > CMMS Calibration > My Assigned.
  2. Double click on theAsset 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.

Screenshot: Calibration Assigned

Calibartion Assigned.png

 

  1. 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

Status Change Alter Email.png

 

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 Cal Date .
  1. Save.

Screenshot: Calibration Approval

Calibration approval.png

  1. An email notification goes to the approver, requester, and assigned group members.

 

Screenshot: Approval Alter Email

Approval alter email.png

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.

Screenshot: My Rescheduling

Calibration rescheduled.png

 

  Lightbulb icon.pngTroubleshooting 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  
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