Compliance

Creating a Calibration Plan

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Creating a Plan of Calibration

Creating a Plan of Calibration

Open an Equipment Profile and using Special actions, select 'Calibration Records'.

Create Special Action - Calibration Plan

Create Special Action - Calibration Plan

Hit the 'Create Special Action' button to create the plan

New Calibration Plan

New Calibration Plan

Hit the forward Chevron to create the plan

Calibration Plan detail

Calibration Plan detail

Give the plan a title of your choice

Responsibility

Responsibility

Enter an allowance, lead calibration Technician and a manager. These are defaulted to the author but can be changed. Ensure that the new name(s) you are looking to pick have the appropriate allowance in their user profile

Priority & Schedule

Priority & Schedule

Enter the start date for the calibration and the date done. Then set the calibration frequency based on record completion due date or date done as appropriate. Automatic scheduling weill continue unless you select manual invocation

Record Description

Record Description

Enter detail about the calibration and what needs to happen and how.

Associated items and hosted master data

Associated items and hosted master data

Create an associated items such as other equipment or standards which may be related to this one. Hosted data can be other profiles

Notification and Read Restriction

Notification and Read Restriction

You can use the button to the right to add others for notification of this plan and also apply a read restriction where necessary. When ready, submit for acceptance

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