Edit equipment records
Use the Equipment dialog to edit all data related to the tool / test equipment.
Change the name of any field to continue using
words that make sense to your organization. If the field name* looks
like a hyperlink,
click on it to add new values in the drop-down list of available values (combos).
Equipment Dialog Fields
Equipment ID: The unique identification given to your own
tools / test equipment and is often referred to as an Asset Number. This is
only required field for a new record.
Serial Num: The unique identification the manufacturer gives
their tools / test equipment. (You may periodically find that some manufacturers
do not assign serial numbers or that a serial number label has fallen off.)
Model*: The model number of the tool / test equipment usually
assigned by the manufacturer.
Description: Description of the tool model number, which
automatically changes to reflect the description of the model field (above).
After a Model number is selected, the Description field can be edited.
Manufacturer*: The company that made the equipment/tool.
This field is also automatically set if an existing Model Number from the Model
box is chosen.
Equip Type*: Classification system developed by you, the
user of Calibration Control. (Examples of Equipment Types include Caliper,
6" Caliper, Thermatron, Oven, etc.) This field will automatically populate
if an existing Model Number is chosen and has a Type field assigned.
- Site: Company field for geographic Site or Company.
Department*: The department
your organization where the tool is currently located.
Location*: The location within
department where the tool is currently located. (This could be a specific work
area or even an engineer's desk.)
Custodian*: The individual who has custody or possession
of the Equipment/Tool.
Personal Property: Does this equipment belong to someone
other than the company? There is also an Owner combo field in the Other tab.
Status*: The status of the tool / test equipment (e.g., accepted,
removed from service, failed calibration, or any other status
Alternate ID: This is a second ID field, the Equipment ID
being the first. Use this field to record a company Asset number, if it is
not the same as the Equipment ID, or a customer's Equipment ID.
Procedures: Relate calibration procedures to equipment by
on the Procedures link button and selecting the desired procedure.
Notes: Like the user fields, use the notes field for whatever
Link Procedures to Tools
In the Equipment dialog, click on the Procedures hyperlink button to bring up the
dialog shown below and
link procedures to the current tool / test equipment. Visit the
Calibrations Tab of Equipment Record
Calibration Event: Click on the [New] button at the bottom
of the dialog to create a new Calibration Event.
[Calibration] Last: The date of the last calibration is set
automatically when entering a new Calibration Event with a Status of Pass.
Calibration Last date can be set manually, which automatically updates the Calibration
Next field based on the value of the Frequency field.
[Calibration] Next: The date of the next calibration is calculated
automatically when entering a new passing calibration event or when manually
updating the Calibration Last field. In either situation, the next calibration
date is calculated based on the chosen Frequency and Units.
Override Calibration Next: Manually extend or otherwise override
the Calibration Next date by checking the box to the right of the Calibration Next
- Received: The date when equipment is received for Calibration.
Template: Measurement Template
used when creating new calibration events.
Frequency / Units: The frequency between calibrations, like
yearly or semi-annual. If choosing a frequency that requires a unit multiplier
(e.g., weeks, days, or months), the Units field will enable to adjust
the number of units (weeks, days, or months, etc.). The 'Month of'
and 'Week of' frequencies set a general due date of an entire month or week.
[Calibration] Company*: The organization (Calibration Company)
that regularly calibrates this instrument. This is a useful field when
wanting to create a report of all the equipment due in a given period for a specific
- Technician: The person who normally calibrations this instrument.
Is Calibration/Test Standard: Check this box if the current
equipment is used as a calibration standard for other equipment.
Certificate: Number of the certificate issued by the organization
responsible for the last calibration event. Used primarily to aid in traceability
back to a national measurement standard, especially if this equipment is a Calibration/Test
Custom Tab Fields
Here are extra fields available in text, date, number, and checkbox format to easily
rename and use for whatever needed.
Use the Notes tab to record any notes to maintain over time. The date/time
entered. If User Sign-In Mode is on, the name of the individual
who created the note is automatically entered as well.
Attachments and Pictures
Visit the Attachments and Pictures help topic.
Something About the Other Tab
Label & Report Overrides: While default labels and reports
are defined at a global (application) level in the Options dialog, Overrides for
the Labels and Reports listed here can be entered for this specific Equipment.
Check Out Group: Using the Check In/Out
automatically populates the following fields:
By: The Checked Out By field shows the person who has checked
Date: The Checked Out Date field shows the most recent date
Equipment was checked out, and only populates if it is checked out. When not
out, this field is blank.
Use Count: Number of times this Equipment was checked out
since its last Calibration.
- Owner: The Equipment Owner (Person field), if not the organization.
- [Equipment] System: System that this Equipment belongs to.
Barcodes: Use this field to add additional barcodes to the
record that may already be on the equipment. This field is useful when no
bar-coded labels are needed and Calibration Control will recognize the barcode labels already
affixed to the equipment.
Equip Cost: The purchase price or calibration cost of the
- Acquired: Acquisition date of the equipment.
- In Service: In-Service date of the equipment.
Cal Cost: The standard (normal) cost of calibrating this
Time: The standard amount of time required to calibrate this
Last updated: 27 Feb 2017
Compatibility: Calibration Control version 8.0 to current
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