Use the Equipment Check Out feature to quickly issue out items while automatically
creating an audit trail, tracking Use Count or Days, linking the Person, and connecting
to a work order.
Activating the Check Out Dialog
Select the Check Out feature icon from under the Common tab of the menu ribbon.
Or right-click on the Equipment record from the Tool Browse grid and select 'Check
Out' from the quick menu. This way the Equipment ID will be automatically
generated in the Check Out dialog.
Check Out (Basics)
To issue out Equipment, select the 'Out' checkbox, enter a valid Equipment
ID, and click the [Submit] button.
Enable the checkboxes next to optional fields to track the Person, Work Order, or
Status Change related to the current Equipment Check Out.
Confirmation of Check Out will appear in the Response Area of the dialog:
Check In (Basics)
To return the Equipment, select the 'In' checkbox, enter a valid Equipment ID, and
click [Submit]. Confirmation of Check In will appear in the Response Area
of the dialog:
Check Out by Equipment System Name
Equipment System Names can be used in place of an Equipment ID only if the Equipment
System Name is NOT all numeric, making it appear like an Equipment Master ID, and
it does NOT have the same name of an Equipment ID.
Check Out with Barcode Scanner
Enable the checkbox for "Use Scanner" to enable barcode label scanning. Using
scanner for field input will disable manual entry.
Using Scanner for Barcoded Equipment ID
The default barcode used in Calibration Control is the Equipment Master ID (a unique
sequential number for each Equipment).
However, the Equipment Master ID can be overridden in barcode labels for an Equipment
ID or Equipment System Name using the following format:
- Upper Case A-Z  (Capital Letters)
- Integers 0-9  (Numbers)
- Special Characters:  Plus (+),  Minus/Dash (-),  Period (.),  Forward
Slash (/),  Space ( ).
- Note:  Barcodes must begin and end in alpha-numeric form, surrounding special
Barcode Recognition Order
Sometimes scanning barcodes in Check Out can reveal data conflicts, so it is helpful
to know the barcode recognition order in Calibration Control.  When a barcode
is scanned, Calibration Control performs database tests to determine what information
(string) the barcode contains.  The string is searched for in the following
- Is it an Equipment Master ID? (Default in Calibration Control)
- Is it an Equipment ID?
- Does the string appear in the Barcodes field of an Equipment record?
- Is it an Equipment System Name?
- Is it the ID of a Person? (if a Person entry is required)
- If none of the above, the string will be placed in the Work Order field.
Equipment Use Count or Use Days
Some equipment or tools require calibration after a certain number of uses or days
used, as opposed to a time interval (e.g., by units of months or years).  We
refer to tools with this kind of Calibration
Frequency as Equipment Use Count or Equipment Use Days.
Tracking Uses:  The Increment field in the Check Out dialog
only affects Equipment Use Count and Equipment Use Days, and only if its Next Calibration
date is not overridden.
Increment Value:  By default, the Use Count Increment during
Check Out equals zero (0), and Check In equals one (1).
Manual Override:  Increasing the Increment that automatically
appears in the Check Out dialog will override the default values to apply the new
value to that Equipment Use Count.
Default Increments in Check Out
The Response Area of the Check Out dialog will recognize Equipment Use Count / Days.
Equipment Use Count (+1 per Use)
The default Increment during Check Out is zero, increasing the Use Count by nothing.
Equipment Use Count updates during Check In to increase by one (1), the default
value.  In other words, return the tool or check it out again (if applicable)
to add one count of usage in the Equipment record.
Equipment Use Days (+1 per Day)
Check In increases the Use Count (Days) by one (1) Increment for each day the Equipment
was checked out.  The nature of this calibration frequency is time -sensitive
so tracking days of usage also occurs during Check Out and may update the Use Count
- If the tool is checked out multiple times (before Check In), then Calibration Control
will apply its automated algorithm to count the number of days this tool has been
out and used.
- If the previous Check Out occurred on another date, then the Use Count (Days) adds
one Increment for each day, just like Check In would.
- If the previous Check Out occurred on the same date, then there is nothing to change.
- Note that if Check In occurs on the same day as Check Out, by default, it counts
as one day of usage.
Options:  Admin settings to prevent (multiple) Check Out before
Check In is located in Options.
Verify Check Out Status
Current Status: In the Equipment dialog, select the Other
tab to verify the current Check Out status with the Person (if applicable) and date.
The Use Count is also visible, which resets to 0 after calibration.
Override Count: This area can also be used to manually alter
the Use Count or Check Out Status.
Check Out Activity: All Equipment Check Out activity is automatically
logged in the Notes tab of the Equipment dialog. Double-click any note to
view or edit.
Last updated: 22 Dec 2015
Compatibility: Calibration Control Version 8.8 and higher