How to manage Calibration in CMMS

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

Figure 2: Add Group’s Users

 

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

Figure 4: Set Group for Asset

 

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).

3. Complete the other optional fields if needed.
4. Save.

Figure 5: Edit Asset Calibration Tab

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

 

Figure 6: Assigned Alter Email

 

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.

4. Fill out other optional fields if needed.
5. Save.

Figure 7: Calibration Assigned

6. 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

 

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.

4. Save.

Figure 9: Calibration Approval

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

 

Figure 10: Approval Alter Email

 

 

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.

4. Save.

Figure 11: My Rescheduling

 

 

 

Document Revision History

Date	Author	Title	Version	Change Reference	Approved by
12/19/2018	Martha Jordan	Technical Writer	A	Initial Draft
04/11/201908	Helena Wang	Technical Writer	A1	Update screenshots, correct some mandatory fields, and reschedule section.
08/12/2020	Elaine Fonaro	Technical Writer	B	Title Update and link update.
08/12/2020	Marisol Vargas	Technical Writer	B2	Document Revision History Update, rename screenshots to figures.