Calibration Tasks

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, 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. 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.

About Task Execution

When a Calibration Task is addressed by a Calibration Event, it is beneficial to capture the snapshot of the task and event data at the time when the calibration was completed, for future reference. Task Execution aggregates fields from both the event and task when the calibration Admin approves the calibration event record

During this process, the following activities occur within the system:

  1. The Calibration Task record transitions to the Executing state.
  2. A new Task Execution record is created and field values from both the task and event are mapped to the execution record.
  3. The Task Execution is related to both the Calibration Task (via Has Task Execution) and to the event record (via Has Event Execution).
  4. The Calibration Task record is transitioned back to the Scheduled state.
If the corresponding event is modified again, the related Task Execution is updated.
Note:
  • During this process, the Calibration Task's Last Date and Next Date fields are updated based on the Completion Date of the event. At that time a secondary revision will be created to document the latest changes.
  • The policy Calibration Task Execution controls the mapping of task and event fields to execution records. To map additional fields from either task or event to the Task Execution record, add them to the Task Execution family and modify the policy accordingly. Ensure that input nodes and return nodes remain unchanged.

About Deferring a Calibration Task

There may be instances when a task cannot be completed by the specified Next Date due to various reasons. In this scenario, APM provides a workflow to request a deferral of the task. The deferral follows a review and approval process allowing a Calibration user to request the deferral by providing a reason and selecting the desired deferral date. The Calibration Administrator can review the request and decide to approve or reject it.

Upon approval of a deferral request, the following fields are updated on the Calibration Task:

  • Original Next Date: Updated with the value of the Next Date field on the task. This value is only updated upon the approval of the first deferral within this cycle and is retained until the task is executed.
  • Next Date: Updated with the value of the Deferred Date field on the approved Deferral.
  • Deferred Next Date Basis: Updated with the ID of the approved Deferral.
  • Is Deferred: Updated to true to indicate that a Deferral has been approved for this task.
  • Reason: Appended with the value from the Comments field along with the Deferral ID and current date of the approved Deferral.

You can create and approve multiple Deferral records for a given Calibration Task if required. However, the number of times a task can be deferred is restricted and controlled by the Deferral Configuration for the Calibration Task family.

When there is at least one approved Deferral against a task and the task is either addressed by a completed Calibration Event or the Next Date field is updated with a greater value, the following occurs:

  • The Original Next Date, Deferred Next Date Basis, and Is Deferred fields are cleared.
  • Any approved Deferrals are moved to the Archived state.
Note: When the approved Deferrals are moved to the Archived state, a new cycle is started for the deferral requests, and the Deferral Number field on any new Deferral will reset to 1.

Access a Calibration Task

Procedure

  1. 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.
  2. Select the Calibration Profiles tab.
    The Calibration Profiles section appears, displaying a list of profiles.
  3. Select the check boxes that correspond to the Calibration Profiles for which you want to access the Calibration Tasks.
  4. 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.

  1. For the profile whose calibration task you want to access, select the corresponding link in the PROFILE ID column.
    The Calibration Profile datasheet appears.
  2. 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.
  3. 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.

Access the Deferrals of a Calibration Task

Before You Begin

Ensure that Enable Deferral option is selected for the Inspection Task family in the Deferral Configuration workspace.

Procedure

  1. Access the Calibration Task whose Deferral records you want to access.
  2. Select Related Records.
    The Related Records section appears, displaying the Deferrals, Task Revisions, and Confirmation records of the Calibration Task.

Create a Deferral for a Calibration Task

Before You Begin

Ensure that Enable Deferral option is selected for the Calibration Task family in the Deferral Configuration workspace.

Procedure

  1. Access the Calibration Task whose Deferral records you want to create.
  2. Select Defer.
    The Add Deferral window appears.
  3. As needed, enter values in the available fields, and then select .
    The Deferral is created, and the State Management of the Deferral appears.

What To Do Next

Request for approval of the Deferral.

Delete the Deferral of a Calibration Task

Before You Begin

Ensure that Enable Deferral option is selected for the Inspection Task family in the Deferral Configuration workspace.

About This Task

You cannot delete a Deferral if it is in any of the following states:
  • Approved
  • Rejected
  • Archived

Procedure

  1. Access the Calibration Task whose related records you want to access.
  2. Select Related Records.
    The Related Records section of the Calibration Task appears, grouped by the Deferrals, Task Revisions, and Confirmation families.
  3. In the Deferral History section, select the Deferrals that you want to delete.
  4. Select .
    A message appears, asking you to confirm that you want to delete the Deferrals.
  5. Select Yes.
    The Deferrals are deleted.

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

  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 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.
  3. In the section, select , and then select the date range option to filter the tasks.
    Note: The list of date range options is based on the settings in the Calibration Admin Preferences page. For more information, refer to Set the Default Date Range for Calibration Queue.
  4. 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.

    These applied date range filters are saved for the logged in user, so that when same user logged in again or reload the page, the saved filters are applied automatically.

    If the saved filter option is removed from the list in Admin settings, the default filter option from Admin settings will be applied automatically to filter tasks.

What To Do Next

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

  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 Tasks that are due.
  3. 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.
  4. 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

Delete a Calibration Task

About This Task

This topic describes how to delete a Calibration Task.

Procedure

  1. 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.
  2. Select the Calibration Profiles tab.
    The Calibration Profiles section appears, displaying a list of profiles.
  3. Next to each profile linked to the task that you want to delete, select the check box.
  4. 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.
  5. 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.
  6. Select , and then select Delete.
    The calibration task is deleted.