Calibration Tasks | APM Classic

About Calibration Task

A Calibration Task record stores details about a calibration task that should be performed by a given user for Calibration Management. Specifically, these records store scheduled dates for the next time the calibrations should be performed.

Calibration Tasks are linked to Calibration Profiles. After you link a Calibration Task to one or more profiles, GE Digital APM creates a copy of the task for each Profile and Asset combination.

For example, suppose you have two Calibration Profiles, Profile 1 and Profile 2, which are associated with the Equipment and Template, as shown in the following diagram:

Note that Equipment 1 is associated with Profile 1 (Template 1) as well as Profile 2 (Template 3).

Suppose you have created Task 1 to link to all the Equipment records in Profile 1 and Profile 2. GE Digital APM creates four Calibration Tasks, and links them to the Equipment and Template as shown in the following image. Note that since Template 1 and Template 3 are linked with the same Equipment, the same Task will be linked to both the Templates.

Each copy of the Calibration Task appears in the Calibration Queue section of the Calibration Management Overview page.

After a calibration is performed and the Calibration Event that is linked to the Asset is closed, the Calibration Task is updated such that:

The Last Date field reflects the date on which the calibration event was performed.
The Next Date field is the date on which the calibration is due for that asset.

Access a Calibration Task

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.

Note: You can also access a calibration task from the Calibration Queue tab. Select the Calibration Queue tab, and in the Task column, select the required task.
Select the Calibration Profiles tab.

The Calibration Profiles section appears, displaying a list of profiles.
Select the check boxes that correspond to the Calibration Profiles for which you want to access the Calibration Tasks.
Select Manage Tasks.

Note: This workflow is used to access calibration tasks for multiple calibration profiles.

You can also navigate to Manage Calibration Tasks page from the Calibration Profile datasheet.

For the profile whose calibration task you want to access, select the corresponding link in the PROFILE ID column.
The Calibration Profile datasheet appears.
Select Manage Tasks.

Note: This workflow is used to access calibration tasks for a single calibration profile.

The Manage Calibration Tasks page appears, displaying the template in the selected profile. If a task has already been linked to any of these templates through the asset, it appears as a link in the TASK ID column.
In the TASK ID column, select the link for the task that you want to access.

The datasheet for the selected Calibration Task appears.

Note: As needed, you can modify the values in the available fields, and then select to save your changes.

Link a Calibration Task to a Profile

About This Task

This topic describes how to link a Calibration Task to one or more Calibration Profiles by creating a new Calibration Task or selecting an existing one. After you link a Calibration Task to one or more profiles, GE Digital APM creates a copy of the task for each Profile and Asset combination.

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
Select the Calibration Profiles tab.

The Calibration Profiles section appears, displaying a list of profiles.
Select the check boxes that correspond to the Calibration Profiles for which you want to access the Calibration Tasks.
Select Manage Tasks.

Note: This workflow is used to access the calibration tasks for multiple calibration profiles.

You can also navigate to Manage Calibration Tasks page from the Calibration Profile datasheet.

For the profile whose calibration task you want to access, select the corresponding link in the PROFILE ID column.
The Calibration Profile datasheet appears.
Select Manage Tasks.

Note: This workflow is used to access calibration tasks for a single calibration profile.

The Manage Calibration Tasks page appears, displaying the template in the selected profile. If a task has already been linked to any of these templates through the asset, it appears as a link in the TASK ID column.
Select the templates for which you want to link a task.
If you want to create a new task:
1. In the page, select Link Task, and then select Create New Task.
  
  A blank datasheet for a Calibration Task appears.
2. As needed, enter values in the available fields.
3. In the window, select Save.
4. If any of the templates that you have selected is already linked to a task, then Replacing Tasks dialog box appears, asking if you want to replace the existing task with a new one.
5. If you want to replace the existing tasks, select Yes, Replace.
  
  The existing tasks are unlinked (not deleted) from the templates. A Calibration Task is created for each Template that you have selected.
6. If you do not want to replace the existing tasks, select Do Not Replace.
  
  A Calibration Task is created for each template (among the selected ones) that is not linked to a task.
If you want to link an existing task:
1. In the page, select Link Task, and then select Assign Existing Task.
  
  The Search window appears.
2. In the Look in box, select Calibration Task, and then, using the other boxes in the window, refine your search as needed.
  
  A list of Calibration Tasks appears.
3. Select the task that you want to link, and then select OK.
4. If any of the templates that you have selected are already linked to a task, then the Replacing Tasks dialog box appears, asking if you want to replace the existing tasks with a new one.
5. If you want to replace the existing tasks, select Yes, Replace.
  
  The existing tasks are unlinked (not deleted) from the templates. A copy of the Calibration Task is created for each template that you have selected.
6. If you do not want to replace the existing tasks, select Do Not Replace.
  
  A copy of the Calibration Task is created for each template (among the selected ones) that is not linked to a task.

Results

In the Calibration Management Overview page, in the Calibration Queue section, a Calibration Task appears for each template that you have selected.

What To Do Next

If you are performing an automated calibration, send the work order to the documenting process calibrator.
If you are performing a manual calibration, perform the calibration, and then create a manual calibration task to store the readings.

Filter Calibration Tasks

About This Task

By default, the tasks in the Calibration Queue section of the Calibration Management Overview page are filtered based on the date range specified in the Calibration Administration page. This topic describes how to filter these tasks based on a different date range.

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
Select the Calibration Queue tab.

The Calibration Queue section appears, displaying a list of Calibration Tasks that are not yet performed. If a Calibration is in progress or pending approval, the associated Calibration Task is also listed in this section.
In the section, select , and then enter the date range to filter the tasks.
Select Apply.

The Calibration Tasks are filtered based on the date range that you have specified. The values in the Next Date field for these tasks fall within the date range.

What To Do Next

Perform Manual Calibration

Perform Manual Calibration

Before You Begin

About This Task

This topic describes how to create a Calibration (Event) manually from a Calibration Task. In addition to tasks that use a manual template, you can perform manual calibration on tasks that use the Fluke 74X-75X template.

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
Select the Calibration Queue tab.

The Calibration Queue section appears, displaying a list of Calibration Tasks that are due.
Select the check box that corresponds to the Calibration Task that you want to perform, and then, in the section, select Manual Calibration.

A blank datasheet for the Calibration appears.
As needed, enter values in the available fields, and then, in the datasheet, select .

The Calibration is created and linked to the Calibration Task, Asset, and the Applied Profile (that is, template linked to the Asset).

What To Do Next

Change the State of a Calibration
Propose a recommendation to improvise the calibration strategy.

Unlink a Calibration Task from a Profile

About This Task

This topic describes how to unlink a Calibration Task from one or more Calibration Templates in a profile.

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.
Select the Calibration Profiles tab.

The Calibration Profiles section appears, displaying a list of profiles.
Select the check boxes that correspond to the profiles from which you want to unlink a task.
In the upper-right corner of the section, select Manage Tasks.

The Manage Calibration Tasks page appears, displaying the list of templates in the profiles that you have selected. If a task has already been linked to any of these templates, it appears as a hyperlink.

Note: You can also access the Manage Calibration Tasks page from the Calibration Profile datasheet. In the Calibration Profiles section, select a link in the PROFILE ID column to access the Calibration Profile datasheet, and then select Manage Tasks.
Select the templates from which you want to unlink a task.
In the upper-right corner of the page, select Unlink Task.

The tasks are unlinked from the profiles.

Results

In the Calibration Management Overview page, in the Calibration Queue section, the records that correspond to the tasks that you have unlinked are removed from the list.

Delete a Calibration Task

About This Task

This topic describes how to delete a Calibration Task.

Procedure

Access the Calibration Management Overview page.

Tip: You can also access the Calibration Management Overview page for a hierarchy level.

Note: You can also access a calibration task by selecting the Calibration Queue tab, and then selecting the required task in the Task column.
Select the Calibration Profiles tab.

The Calibration Profiles section appears, displaying a list of profiles.
Next to each profile linked to the task that you want to delete, select the check box.
Select Manage Tasks.

The Manage Calibration Tasks page appears, displaying the list of templates for the selected profiles. If a task has already been linked to any of these templates through the asset, it appears as a link in the TASK ID column.
Select the link corresponding to the task that you want to delete in the TASK ID column.
The datasheet for the selected Calibration Task appears.
Select , and then select Delete.

The calibration task is deleted.