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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#Go to the Users tab and add Users one at a time.  
 
#Go to the Users tab and add Users one at a time.  
  
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'''Screenshot: Set Group Category'''
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'''Figure 1: Set Group Category'''
  
 
[[File:1 Group.png|800px|1 Group.png]]
 
[[File:1 Group.png|800px|1 Group.png]]
  
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'''Screenshot: Add Group’s Users'''
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'''Figure 2: 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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'''Screenshots: Set Calibration Category'''
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'''Figure 3: Set Calibration Category'''
  
 
[[File:Calibration category.png|RTENOTITLE]]
 
[[File:Calibration category.png|RTENOTITLE]]
  
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'''Screenshot: Set Group for Asset'''
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'''Figure 4: Set Group for Asset'''
  
 
[[File:Assign group to asset.png|800px|Assign group to asset.png]]
 
[[File:Assign group to asset.png|800px|Assign group to asset.png]]
  
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= Assign the Calibration. =
 
= Assign the Calibration. =
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</ol>
 
</ol>
  
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'''Screenshot: Edit Asset Calibration Tab'''
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'''Figure 5: Edit Asset Calibration Tab'''
  
 
[[File:Calibration tab.png|800px|Calibration tab.png]]
 
[[File:Calibration tab.png|800px|Calibration tab.png]]
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&nbsp;
 
&nbsp;
  
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'''Screenshot: Assigned Alter Email'''
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'''Figure 6: Assigned Alter Email'''
  
 
[[File:Assigned Alter Email.png|800px|Assigned Alter Email.png]]
 
[[File:Assigned Alter Email.png|800px|Assigned Alter Email.png]]
  
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&nbsp;
  
 
= Complete the Calibration on the Asset =
 
= Complete the Calibration on the Asset =
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</ol>
 
</ol>
  
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'''Screenshot: Calibration Assigned'''
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'''Figure 7: Calibration Assigned'''
  
 
[[File:Calibartion Assigned.png|800px|Calibartion Assigned.png]]
 
[[File:Calibartion Assigned.png|800px|Calibartion Assigned.png]]
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&nbsp;
 
&nbsp;
  
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'''Screenshot: Status Change alter Email'''
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'''Figure 8: Status Change alter Email'''
  
 
[[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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&nbsp;
  
 
= Approve (or Reject) the Calibration =
 
= Approve (or Reject) the Calibration =
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</ol>
 
</ol>
  
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'''Screenshot: Calibration Approval'''
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'''Figure 9: Calibration Approval'''
  
 
[[File:Calibration approval.png|800px|Calibration approval.png]]
 
[[File:Calibration approval.png|800px|Calibration approval.png]]
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&nbsp;
 
&nbsp;
  
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'''Screenshot: Approval Alter Email'''
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'''Figure 10: Approval Alter Email'''
  
 
[[File:Approval alter email.png|800px|Approval alter email.png]]
 
[[File:Approval alter email.png|800px|Approval alter email.png]]
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&nbsp;
 
&nbsp;
  
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&nbsp;
  
 
= Reschedule the Calibration =
 
= Reschedule the Calibration =
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</ol>
 
</ol>
  
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'''Screenshot: My Rescheduling'''
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'''Figure 11: My Rescheduling'''
  
 
[[File:Calibration rescheduled.png|800px|Calibration rescheduled.png]]
 
[[File:Calibration rescheduled.png|800px|Calibration rescheduled.png]]
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| style="width: 86px;" | 4/11/19
 
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| style="width: 293px;" | Update screenshots. Correct some mandatory fields  
 
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| style="width: 293px;" | Revision Log Update, Renamed screenshots to Figures.
 
| Marisol Vargas
 
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Revision as of 18:17, 12 August 2020

Configure the Calibration Group

  1. Go to: Shop Floor Control > Config > CMMS Admin > Group.
  2. Add a new Calibration Group or edit an existing 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.

Figure 1: Set Group Category

1 Group.png

Figure 2: Add Group’s Users

Add group user.png

 

Assign the Calibration Group to Assets

 

  1. Go to: Shop Floor Control > Config > CMMS Asset and select the Asset to edit.
  2. Add Calibration Categories to this Asset's Group:
  3. Go to Group Tab.
  4. Add Calibration Categories one at a time.

 

Figure 3: Set Calibration Category

RTENOTITLE

Figure 4: 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)
  • 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).
  1. Complete the other optional fields if needed.
  2. Save.

Figure 5: Edit Asset Calibration Tab

Calibration tab.png

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

 

Figure 6: 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 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 7: 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).

 

Figure 8: 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.

Figure 9: Calibration Approval

Calibration approval.png

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

 

Figure 10: 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.

Figure 11: My Rescheduling

Calibration rescheduled.png

 

 

 

 

Revision Log

Revision Revision Date Description Updated by Approved by
1 12/19/18 Initial Draft Martha Jordan  
1A 4/11/19 Update screenshots. Correct some mandatory fields Add Reschedule section Helena Wang  
2 8/12/2020 Title Update and link update Elaine Fonaro  
2A 8/12/2020 Revision Log Update, Renamed screenshots to Figures. Marisol Vargas  
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