Step 1: Define basic calibration data

To define basic calibration data:

  1. Select Equipment > Assets.
    Select Equipment > Positions.

    Select Equipment > Systems.

    Select Equipment > Setup > Categories.

    Select Equipment > Equipment Configuration > Equipment Configurations.

  2. Select the asset, position, system, or category for which to define calibration data, and then click the Calibration tab.
  3. Specify this information:
    Instrument
    Loop
    Select to indicate whether the piece of equipment is an individual calibration instrument or is part of a calibration loop.
    Instrument Type
    Choose one of the following options if the instrument is within a loop:
    • Standard applied to
      Select to indicate the instrument is a point in the loop to which a standard is applied.
    • Accessory
      Select to indicate the instrument is secondary or subordinate within the loop.
    • Reading taken from
      Select to indicate the instrument is a point in the loop at which calibration readings are taken.
    Test Point UOM
    Specify the unit of measure for the test point.
    Device Tolerance
    Specify the range of the device tolerance for the piece of equipment, e.g., 10 to 20. The values entered indicate the desired range for the calibration measurement and can be either an absolute or a percentage.
    Alert Tolerance
    Specify the alert tolerance for the piece of equipment. The system interprets the value entered as a percentage.
    Precision
    Specify the precision of the instrument.
    Output Range
    Specify numeric values indicating the potential range of the device output, e.g., 200 to 500.
    Default Set
    Specify a value identifying the calibration data and test points as the default set of test points for the equipment. Designate the set of test points as the default set to indicate which set of test points to copy to manually created calibration work orders. The system also copies the default set when creating PM equipment records.
    P&ID Drawing
    Specify the process and instrument diagram drawing number.
    P&ID No
    Specify the process and instrument diagram number.
    Output UOM
    Specify the unit of measure for the device output.
    Choose one of these options to indicate the type of value for the specified Device Tolerance:
    • Percentage
      Select to apply the values entered in Device Tolerance as a percent value.
    • Absolute
      Select to apply the values entered in Device Tolerance as an absolute value.
    Increment
    Specify the increment that the instrument can read.
    Note: If you enter an Increment for a test point, the Device Reading that you enter on the Calibration page of the Work Orders form must be a multiple of the specified Increment when entering calibration results. For example, if you enter an increment of 5, you must enter a Device Reading that is a multiple of 5, such as 5, 10, 15, 20, 25, etc.
    Device Range
    Specify numeric values indicating the potential range for the device, such as 250 to 450.
    Process Tolerance
    Specify the range of the process tolerance, such as 10 to 20.
    Process Range
    Specify the range of the process, such as 150 to 600.
    S.O.P.
    Specify the standard operating procedure for calibration.
  4. Click Save Record.

    The system automatically populates Next Cal. Due with the date of the next calibration work order for the piece of equipment.

    Note: The system does not display Next Cal. Due on the Calibration page of the Categories and Equipment Configurations forms.

    Update calibration data as necessary. The system applies new data entered in Test Point UOM and Device Tolerance to work order test points created after you make the update. The system does not update the data on existing test point records.

    Right-click and then select View Calibration Results to view calibration results for the equipment record.

    If you are defining calibration data for a category, click Update Equipment and Update Equipment Configurations. The system copies the calibration data to all equipment records within the category. Prior to copying the calibration data, the system deletes any calibration data for this category from related equipment records.

    Note: The system does not display Update Equipment and Update Equipment Configurations on the Calibration page of the Equipment Configurations.
Parent topic: Defining calibration test point data