Creating calibration schedule

Create Calibration Schedule

This page allows you to create a calibration schedule for carrying out calibration on the equipment on the specified dates. Tell me more.

Select the “Create Calibration Schedule” link under the “Calibration Schedule” business component.

The “Create Calibration Schedule” page appears.

The system displays the following field:

Calib. Sch. No.	The calibration schedule number that is automatically generated by the system.
	Enter the description of the calibration schedule alongside (Alphanumeric, 150).
	Zoom facility available

Enter the following fields:

Status	Use the drop-down list box to select the status of the calibration schedule. The system provides the options: “Active” or “Inactive”. Set the status as “Inactive”, if you do not wish to refer to the calibration schedule from other activities. The system sets the status as “Active”, by default.
Equipment	The identifier of the equipment for which calibration schedule is created (Alphanumeric, 30). Mandatory. Ensure that the equipment is already defined in the “Create Equipment” activity of the “Equipment Induction” business component and is in “Active” status.
	Help facility available
	Press <Enter>. The system displays the description of the equipment.
	Zoom facility available
Work Group	The work group that is responsible for carrying out the calibration (Alphanumeric, 30). Mandatory. Ensure that the work group is already defined in the “Create Work Group” activity of the “Work Group” business component and is in the “Active” status.
	Help facility available
Calib. Task/Proc.	Use the drop-down list box to specify whether a task or a procedure must be performed on the equipment as calibration. The system provides the options: “Task” and “SP”. The system displays “SP”, by default.
Code	The identifier of the task or the procedure that must be performed (Alphanumeric, 30). Ensure the following:
	If you have selected “Task” in the “Task/SP” field, ensure that the task is already defined in the “Create Task” activity of the “Task” business component and is in the “Active” status.
	If you have specified “SP” in the “Task/SP” field, ensure that the procedure is already defined in the “Create Task” activity of the “Task” business component and is in the “Active” status.
	Help facility available
	Press <Enter>. The description of the task or procedure is displayed by the system.
	Zoom facility available
Calib. Type	Use the drop-down list box to specify the type of the calibration schedule. The system lists all the calibration types that have been defined in the “Define Calibration Types” activity and are in the “Active” status. Leave the field blank, if you do not wish to specify a calibration type. The system leaves the field blank, by default.
Lead Time (Days)	The lead-time required for carrying out the calibration order (Decimal). Ensure that the lead-time is not negative. The system displays “0”, by default.
Clearance	Use the drop-down list box to specify whether clearance is required or not for carrying out the calibration order. The system provides the options: “Required” or “Not Required”. The system displays “Not Required”, by default.
Permit Type	Use the drop-down list box to specify the type of the clearance permit that must be created for the calibration order. The system fills in this field with all the permit types that have been defined in the “Define Permit Types” activity of the “Clearance Permit” business component and are in the “Active” status. Leave the field blank, if you do not wish to select the permit type. The system leaves the field blank, by default.

Enter the following fields in the “WO Information” group box:

Generate WO?	Use the drop-down list box to specify whether you wish to generate a work order for the calibration schedule. The system provides the options: “Yes” and “No”.
WO Task/Proc.	Use the drop-down list box to specify whether a task or a procedure must be performed on the equipment for carrying out the work order. The system provides the options: “Task” and “SP”. The system displays “SP”, by default.
Code	The identifier of the task or the procedure that must be performed (Alphanumeric, 30). Ensure the following:
	If you have selected “Task” in the “Task/SP” field, ensure that the task is already defined in the “Create Task” activity of the “Task” business component and is in the “Active” status.
	If you have specified “SP” in the “Task/SP” field, ensure that the procedure is already defined in the “Create Task” activity of the “Task” business component and is in the “Active” status.
	Help facility available
WO Type	Use the drop-down list box to specify the type of the work order. The system fills in this field with all work order types that are defined in the “Define WO Types” activity and are in the “Active” status. Leave the field blank, if you do not wish to specify any work order type. The system leaves the field blank, by default.
WO Category	Use the drop-down list box to specify the category of the work order. The system fills in this field with all work order categories that are defined in the “Define WO Category” activity and are in the “Active” status. Leave the field blank, if you do not wish to specify any work order category. The system leaves the field blank, by default.
WO Priority	Use the drop-down list box to specify the priority of the work order. The system fills in this field with all work order priorities that are defined in the “Define Priority” activity of the “Maintenance Organization” business component and are in the “Active” status. Leave the field blank, if you do not wish to specify any work order priority. The system leaves the field blank, by default.

Click the “Create” pushbutton to create the calibration schedule.

The system performs the following:

Creates the calibration schedule
Generates an automatic calibration schedule number and displays it in the “Calib. Sch. No.” field.
Displays the description of the equipment and the tasks or standard procedures in the respective fields

The system displays the following fields in the “Record Statistics” group box:

Created By	The login ID of the user who created the calibration schedule.
Created Date	The date and time at which the calibration schedule was created.
Last Modified By	The login ID of the user who last modified the calibration schedule.
Last Modified Date	The date and time at which the calibration schedule was last modified.

To proceed, carry out the following

Select the “Interval Schedules” link from the bottom of the page to define interval schedules for the calibration schedule.
Select the “Fixed Schedules” link from the bottom of the page to define fixed schedules for the calibration schedule.
Select the “Off-Seasonal” link from the bottom of the page to specify the period for which calibration need not be performed.

Creating calibration schedule – An overview

This page allows you to create a calibration schedule for carrying out calibration on the equipment on the specified dates. You can create a calibration schedule using a unique code and provide a description and a status for it.

You must specify the equipment on which the schedule is created, the task or procedure that must be performed as a part of the schedule and the type of the calibration.

You can also specify the lead-time required for carrying out the calibration. For example, if the calibration is due to be performed on the 20^th of every month and if a lead-time of 10 days is specified, the calibration order will be generated on the 10^th of every month.

You can also generate work orders for the calibration schedule. The following details must be specified for generation of work orders:

The type, category and priority of the work order
The task or standard procedure that must be performed for carrying out the work order

The system creates the calibration schedule and stores the login ID of the user who created the schedule along with the date and time at which it was created.

Prerequisites

“Create Equipment” under “Equipment Induction” business component
“Create Task” or “Create Procedure” under “Task” business component
“Create Work Group” under “Work Group” business component

What you can do in this page

Specify whether clearance is required or not for carrying out the calibration

You can specify whether clearance from specific authorities is required for carrying out the work order that is raised based on the calibration schedule.

Set the “Clearance” field as “Required” if clearance is required.
Set the “Clearance” field as “Not Required” if clearance is not required.

If clearance is required, the system automatically generates a clearance request or clearance permit, based on the option that is set in the “Option Settings” activity of the “Clearance Permit” business component, for carrying out the calibration order. This is done when a calibration order based on the calibration schedule is generated.