Manual Calibration

About Calibration Event

Calibration records (also called Calibration Events) store a snapshot of the current condition of the asset that is calibrated. They are used to store the readings you have taken while calibrating a asset and to verify whether the calibration has passed or failed.

You can perform calibration in one of the following ways:

  • Manual Calibration: When you perform a manual calibration, you will manually create Calibration records and enter the results into the record. When you do so, you can choose between the following options:
    • Trueness: Ensures that the calibration results are close to the expected values.
    • Precision: Ensures that the calibration results are close with respect to one another (low standard deviation).

    Trueness, combined with precision, helps achieve accurate results. For more information on precision calibration, refer to About Precision Calibration section.

  • Automated Calibration: To perform automated calibration, you will use a calibrator. In this case, Calibration records are automatically created in APM after receiving data from the calibrator.

About Precision Calibration

When performing a calibration, you must ensure that the calibration results align with both trueness and precision, especially when calibrating a device that is used for critical measurements. This will help you achieve accurate results.

Using Calibration Management, you can enable precision calibration in the Calibration Admin Preferences page, under Precision Calibration Settings. When you enable, you must also specify the following values:
  • Number of measurement sets: This is the number of times you want to repeat each measurement to attain precision.
  • Precision limit: This is the maximum standard deviation that is allowed between readings for a given measurement.
After you enable precision calibration, you can create a precision calibration. The results are then based on both trueness and precision. Only if both the cases pass, the calibration is set to pass.
  • Precision calibration is applicable to manual calibration only.
  • Precision calibration is not available for discrete and functional test calibrations.

Example: Precision Calibration for an Analog Device

Consider that an analog device takes voltage as Input in the range of 0 to 10 DCV and gives Current as output in the range of 4 to 20 MA.

Accordingly, create Analog calibration template from here. Make sure that you entered the following values while creating the template:
  • Template ID: Analog Calibration Precision template
  • Input Type: Voltage
  • Output Type: Current
  • Primary Input LRV = 0
  • Primary Input URV = 10
  • Primary Input Unit = DCV
  • Primary Output LRV = 4
  • Primary Output URV = 20
  • Primary Output Unit = MA
Now, create a Calibration Profile from here. Make sure that you entered the following values while creating the Calibration Profile:
  • Profile ID: Analog Calibration Precision Profile
  • Calibration Type: Analog – Manual
  • Profile Template: Analog Calibration Precision template
  • Calibration Strategy: 3U

Next, link an Equipment or a Functional Location for which you want to perform calibration.

Create or link an existing Calibration task. Now these details start appearing under Calibration Queue. To create a Precision Calibration, refer the Create a Precision Calibrationsection

Create a Precision Calibration

Before You Begin

  • Ensure that Precision Calibration is enabled.
  • Ensure that the Asset that you want to calibrate is linked to a Calibration Template.

About This Task

This topic describes how to create the following Calibration records manually to calculate both trueness and precision results:
  • Calibration, Analog
  • Calibration, Weight Scale
  • Calibration, Single-Component Analyzer
  • Calibration, Multi-Component Analyzer
Note: Precision calibration is not available for discrete and functional test calibrations.
This topic describes how to evaluate a calibration based on both trueness and precision. If you want to evaluate only based on trueness, refer to Create a Calibration Event Using the Calibration Queue Section.

Procedure

  1. Access the Calibration Management Overview page.
    Tip: You can also access the Calibration Management Overview page for a hierarchy level.
  2. Select the Calibration Queue tab.
    The Calibration Queue section appears, displaying a list of Calibration records.
  3. Select the check box corresponding to the Asset for which you want to create the Calibration Event.
  4. Select Actions > Precision Calibration.
    A blank datasheet for the Calibration Event appears. Details of the associated Asset, Calibration Task, and the Calibration Template are populated automatically, along with the precision calibration details you have set in the Calibration Admin Preferences page.
  5. Enter values in the available fields, and then select .
    The Calibration Event is created.
  6. Select Calibration.
    The Calibration section appears, displaying sets of fields for entering the calibration readings. The number is based on the number you provided in the Calibration Admin Preferences page. The number of rows in each set is based on the calibration strategy.
  7. For each set, enter values in the PRI OUTPUT AF column.
  8. Perform the calibration and enter values in the INPUT MEASURE AL and PRI OUTPUT AL columns.
  9. Select
    The calibration results appear in the Summary section, which is calculated based on the trueness values. And the precision results appear in the Precision Result section. Only if the calibration passes for both trueness and precision, the calibration is set to pass. For more information on the calculation, refer to Calibration Management Calculations.

About Functional Test

Calibration Template, Functional Test records are specific types of Calibration Templates that allow you to perform functional tests on the asset. A functional test consists of questions and possible responses to that question.

Like other Calibration Template records, Calibration Template, Functional Test records contain setup information for functional tests. They are linked to Calibration Template Detail, Functional Test records, which store the following information that you can use to define a custom functional test for an asset:

  • Instructions that describe the steps you should perform.
  • Responses that correspond with each instruction.
  • The sequence in which the instructions should be carried out.

Together, the combination of one Calibration Template, Functional Test record and one or more Calibration Template Detail, Functional Test records make up a single functional test.

Although Calibration Template, Functional Test records store different information than other Calibration Templates, they function the same way. You can also perform a manual functional test in the same way you perform a manual calibration, except that you should use a printed copy of the Functional Test Calibration Field Report to perform the specified functional test and write the results of the test on the printed report. The Functional Test Field Calibration Report displays the information that you defined in a Calibration Template, Functional Test record. You can print the report and use it to manually record the results of the functional test in the field, and then you can transfer the results from the report to a Calibration, Functional Test record in APM.

Example: Functional Test

Suppose you want to record information about the physical condition of the wires that are attached to a boiler. In this case, you might create the following functional test:
What is the condition of the wires?
  • Rusted
  • Stripped
  • Loose
  • Dirty
  • Acceptable

Create a Calibration Event from the Calibration Events Section

About This Task

This topic describes how to create the following Calibration records manually without using a Calibration Template:
  • Calibration, Analog
  • Calibration, Discrete
  • Calibration, Weight Scale
  • Calibration, Single-Component Analyzer
  • Calibration, Multi-Component Analyzer
  • Calibration, Functional Test
This topic describes how to create a Calibration Event from the Calibration Events section. You can also Create a Calibration Event Using the Calibration Queue Section.

Procedure

  1. Access the Calibration Management Overview page.
    Tip: You can also access the Calibration Management Overview page for a hierarchy level.
  2. Select the Calibration Events tab.
    The Calibration Events section appears, displaying a list of Calibration records.
  3. Using the Asset Hierarchy, select the Asset for which you want to create the Calibration Event.
  4. Select , and then select one of the Calibration Event family types.
    Note: You can select a Calibration Event family type only if you select an Asset in the Asset Hierarchy.
    A blank datasheet for the Calibration Event appears.
  5. Select the Calibration Strategy based on which the number of Calibration results are generated.
  6. Select Calibration > Calibration Ranges.
  7. Enter values in the remaining available fields, and then select .
    The Calibration Event is created.

Create a Calibration Event Using the Calibration Queue Section

About This Task

This topic describes how to create the following Calibration records manually without using a Calibration Template:
  • Calibration, Analog
  • Calibration, Discrete
  • Calibration, Weight Scale
  • Calibration, Single-Component Analyzer
  • Calibration, Multi-Component Analyzer
  • Calibration, Functional Test
This topic describes how to create a Calibration Event from the Calibration Queue section. You can also Create a Calibration Event from the Calibration Events Section.

Procedure

  1. Access the Calibration Management Overview page.
    Tip: You can also access the Calibration Management Overview page for a hierarchy level.
  2. Select the Calibration Queue tab.
    The Calibration Queue section appears, displaying a list of Calibration records.
  3. Select the check box corresponding to the Asset for which you want to create the Calibration Event.
    Note: The Asset that you select must not be linked to a Calibration Template but must be linked to a Calibration Task.
  4. Select Actions > Manual Calibration, and then select one of the Calibration Event family types.
  5. Select Create.
    A blank datasheet for the Calibration Event appears. The selected Asset and the associated Calibration Task are automatically populated.
  6. Select the Calibration Strategy based on which the number of Calibration results are generated.
  7. Select Calibration > Calibration Ranges.
  8. Enter values in the available fields, and then select .
    The Calibration Event is created.

Access a Calibration

About This Task

This topics describes how to access the following Calibration records:
  • Calibration, Analog
  • Calibration, Discrete
  • Calibration, Weight Scale
  • Calibration, Single Component Analyzer
  • Calibration, Multi-component Analyzer
  • Calibration, Functional Test
  • Calibration, CMX
  • Calibration, Summary Event

Procedure

  1. Access the Calibration Management Overview page.
    Tip: You can also access the Calibration Management Overview page for a hierarchy level.
  2. Select the Calibration Events tab.
    The Calibration Events section appears, displaying a list of Calibration records.
  3. In the Event ID column, select the link for the Calibration that you want to access.
    The details of the selected Calibration appear on a new page, displaying the Identification, Calibration, and Test Equipment sections. By default, the Identification section appears, displaying the datasheet for the selected Calibration.
    Note: As needed, you can modify the values in the available fields, and then select to save your changes.
  4. Select the Calibration tab.
    The Calibration section appears, displaying a list of Calibration Results and the summary of the Calibration Event.
    Note: The following image is specific to analog calibration. The image and fields differ based on the type of calibration. As needed, you can modify the values in the available fields, and then select to save your changes.

Access a Calibration Summary Event

About This Task

This topic describes how to access the Calibration, Summary Event record.

Procedure

  1. Access the Calibration Management Overview page.
    Tip: You can also access the Calibration Management Overview page for a hierarchy level.
  2. Select .
    The Instrumentation System Overview page appears, displaying a list of Instrumentation System records.
  3. Select an existing Instrumentation System record to open it. In the pane, the root node is selected by default.
    In the workspace, the Instrumentation System record datasheet appears under DETAILS and a list of summary event records are displayed under SUMMARY EVENT HISTORY.
  4. Select the hyperlink for an Instrumentation System Event.
    The event record is displayed in a new tab.
  5. Select DETAILS to view the Instrumentation System Event record; select CHILD EVENT RESULTS to view the list of child events.

Results

The Instrumentation System Event displays the parent asset details and the Calibration Task used. It also displays the summary result of the calibration results related to child assets linked to the Instrumentation System.
The Overall PASS/FAIL field shows the summary result of the child events.
  • If the Overall PASS/FAIL result of all the child events is PASS, then the Overall PASS/FAIL of the summary result is set to PASS.
  • If the Overall PASS/FAIL result of any of the child events is FAIL, then the Overall PASS/FAIL of the summary result is set to FAIL

Access the Recommended Actions Pane

Procedure

  1. Access the Calibration to which you want to access the Recommendation.
  2. On the upper-right corner of the page, select .
    The Recommended Actions pane appears, displaying a list of Recommendations linked to the Calibration.
    Tip: For information about additional options available when working with the Recommendation records, refer to the Action Management section of the documentation.

Access a Calibration Graph

Before You Begin

  • Create a Calibration.

About This Task

The following types of graphs are available in Calibration Management:
  • Error Graph
  • Measure Graph
  • Error Trend
  • Pass/Fail Trend

This topic describes how to access these graphs.

Procedure

  1. Access the Calibration for which you want to access the graph.
  2. In the upper-right corner of the workspace, select , and then select the type of graph that you want to access.
    The graph appears.

Change the State of a Calibration

About This Task

This topic describes how to change the state of a Calibration, while assigning each state to a user.
Important: You can approve or reject a calibration only if you are member of the MI Calibration Administrator Security Group.

Procedure

  1. Access the Calibration for which you want to change the state.
    The current state of the analysis appears on the upper-right corner of the datasheet.
  2. In the upper-right corner of the workspace, select the button that indicates the current state of the calibration. For example, if the current state of the calibration is In Progress, select the In Progress button.
    A drop-down menu appears, displaying a list of operations that you can perform on the analysis to change its state.

  3. Select Manage State Assignments.
    The State Assignments window appears.
  4. If not already done, assign the next state of the calibration to the appropriate user, and then select Done.
    The State Assignments window closes.
  5. In the upper-right corner of the workspace, select the button that indicates the current state of the calibration. For example, if the current state of the calibration is In Progress, select the In Progress button. Then, select the necessary operation that will change the state of the calibration, and then select Done. For example, if you want to change the state of the calibration from In Progress to Pending Approval, select Propose, and then select Done.

What To Do Next

Create a Recommendation

Procedure

  1. Access the Recommended Actions pane.
  2. In the upper-left corner of the pane, select .
    A blank datasheet of the recommendation appears.
  3. As needed, enter values in the available fields, and then in the upper-right corner of the datasheet, select .
    The recommendation is created.
    Tip: For information about additional options available when working with the Recommendation records, refer to the Action Management section of the documentation.

Generate a Calibration Report

Procedure

  1. Access the Calibration for which you want to generate a report.
  2. In the upper-right corner of the datasheet, select , and then select View Report.

    The Calibration report is generated. You can print, save, or export the report or attach the report to an email.

Delete a Calibration

About This Task

This topics describes how to delete the following Calibration records:
  • Calibration, Analog
  • Calibration, Discrete
  • Calibration, Weight Scale
  • Calibration, Single Component Analyzer
  • Calibration, Multi-component Analyzer
  • Calibration, Functional Test

Procedure

  1. Access the Calibration Management Overview page.
    Tip: You can also access the Calibration Management Overview page for a hierarchy level.
  2. Select the Calibration Events tab.
    The Calibration Events section appears, displaying a list of Calibration records.
  3. Next to each Calibration that you want to delete, select the check box.
    Tip: You can also filter and search for the Calibration Task by selecting on the upper-right corner of the workspace. The search results appear as you enter values.
  4. In the section, select .
    The Delete Calibration Event(s) dialog box appears, asking you to confirm that you want to delete the selected Event(s) and all the links to other records.
  5. Select OK.
    The Calibration is deleted.