How to manage Calibration in CMMS

How To: Configure, Assign, Complete, and Approve a Calibration in CMMS

 

1. 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

Screenshot: Add group’s users

2. 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

 

Screenshot: Set Group for Asset

1. Assign the Calibration.
   1. At the Edit Asset Page,move to the Asset’s Calibration Tab.
   2. Complete the following mandatory fields:
2. Calibration Needed checkbox.
3. Last Calibration Date
4. Interval (mth)
5. system will populateNext Calibration Date based on the Last Calibration Date, and the number of months selected in the Interval section.
6. Grace Period(Days).
   1. Complete the other optional fields if needed.
   2. Save.

Screenshot: Edit Asset Calibration Tab

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

Screenshot: Assigned Alter Email

Screenshot: Status Change alter Email

 

Screenshot: Approval Alter Email

1. 1. 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:

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

Screenshot: Calibration Assigned

1. 1. 1. • 1. 1. Email notification goes to the Approver and the assigned group members (this person was selected when the Calibration need approver) (Step 2).
      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:
      3. Input Status: Select Approved or Rejected.
      4. Statuses are described <a href="https://docs.google.com/document/d/1n5BlLK7gIJD5DEkRBYp22-WDhDg2HbZzT7ZyuZFuXIE/edit#heading=h.39nz1r6wrotv">here</a>.
      5. Actual Cal Date auto populates.
   2. Save.

Screenshot: Calibration Approval

1. An email notification goes to the approver, requester, and assigned group members.
2. Reschedule the Calibration
   1. Go to: Production > CMMS Calibration > My Rescheduling.
   2. Double click on the Asset Name.
   3. Complete the following mandatory fields:
3. Rescheduled Date.

 

 

  Troubleshooting 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 #	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

1. 1. Save.

Screenshot: My Rescheduling

1. 1. Revision Log