Calibration Events

Understanding the Structure and Fields

  • Each Calibration Event can have several Measurement Groups or none at all.
  • Each Measurement Group can have any number of measurements in it.
  • Each Measurement Group has its own tolerance, unit of measure, and calibration standards.

To illustrate, the diagram below is a single Calibration Event with three Measurement Groups and a different number of Measurements for each Group.

Calibration Event Structure

A Simple Calibration Event

The following image shows a Calibration Event without Measurements, as is often the case when recording Calibrations handled by an external calibration laboratory.  The Technician, Temperature, and Humidity fields are usually not required in the outside lab scenario because this data would be included on the calibration certificate.

Calibration Event Results

Calibration Event Fields

  • Certificate:  A sequential number is assigned to each Calibration Event.  This number is automatically used as the Certificate number unless another value is entered in this field.  To set a manual value automatically for this field, see the Date and Number Masks topic for instructions.
  • Date:  Date the Calibration Event took place.  This field defaults to today's date.
  • Company:  The organization that calibrated the equipment, like your own company (Internal) or a calibration laboratory (External).
  • Temp (Temperature):  Enter the ambient temperature of the room where the calibration is performed.  If a THUM device (USB hygrometer) is plugged in and configured this field will auto populate.
  • Humidity:  Enter the Relative Humidity of the room where the calibration is performed.  This field is also auto populated with a configured THUM device.
  • Technician:  The individual who performed the calibration.  This field is auto populated from the Technician field on the parent Equipment record.
  • As Found:  Record the condition of the equipment when it was received for calibration (e.g., Out of Tolerance or In Tolerance).  This field gets auto populated when the results are tied to the results of the Measurement Groups.
  • As Left:  Record the condition of the equipment at the end of the Calibration Event.  This field is auto populated when using Measurement Groups because the results of the groups are tied to the overall result of the Calibration Event.
  • Remarks:  Use this field for any remarks related to the Calibration Event.

Attachments|Documents|Notes|Parts Tab

This panel grid contains the Attachments, Documents, All Notes, and Part Numbers grids.  Use the Add, Link, Edit, Unlink, and Delete buttons at the bottom of each panel grid to edit the information.  Resize the panel grids by clicking and dragging the spacer bars.

Attachments Panel Grid

Standards|Misc. Tab

Edit and view the Standards used in the Calibration Event.  Take a look at the Standards help topic for more info.  Miscellaneous information related to the Cal Event is also available in this tab.

  • Use Count:  Shows how many times the equipment being calibrated has been used since its last calibration.  Checking the box in this tab will approve and lock the current Calibration Event record.  If the current user is signed-in at the time the box is checked, that user's name will be tied to the approval of the Event.
  • Cal Cost:  The actual cost of this Calibration Event.
  • Cal Time:  The actual time required to perform this Calibration Event.
  • Last Due Date:  This is the most recent due for Calibration date.
  • Received for Calibration:  Choose the date the equipment was received for calibration.
Calibration Event Standards Tab

Calibration Due for Certificate

At the bottom of the Standards/Miscellaneous tab are settings for the Calibration Certificate.

  • Calibration Frequency:  Choose the frequency of calibration.  This is displayed on the Calibration Certificate.
  • Units:  Select how many pieces of equipment are being calibrated.  This is displayed on the Calibration Certificate.
  • Next Cal:  Select the date of the equipment's next calibration.  This is displayed on the Calibration Certificate.

Measurement Group Fields

From the main Calibration tab use the Measurement Groups panel grid to add measurement groups to a calibration event.

  • Group Number:  Enter a group number for the measurement, if needed.
  • Tolerance Type:  Set as None, Percent (%), Tolerance (+/-), and Limit Values.  The following is the result of each type:
    1. None:  The Upper and Lower Limits are the same as the Nominal.
    2. Percent (%):  [Upper Limit = Nominal + (Nominal x Plus Tolerance)] and [Lower Limit = Nominal - (Nominal x Minus Tolerance)]
    3. Manual Entry:  Manually enter the Tolerance numbers.
    4. Tolerance (+/-):  [Upper Limit = Nominal + Plus Tolerance] and [Lower Limit = Nominal = Minus Tolerance]
  • Plus(+) and Minus(-):  Choose the upper and lower tolerance limits when using 'Percent' or 'Tolerance' as the Tolerance type.
  • Mask:  Number mask used to set the Integer spaces (number places to left of decimal) and significant digits (number places to right of the decimal).  The Number Mask field formats all numeric fields in the given Measurement Group.
  • Group Name:  Enter a group name for the Measurement, if needed.
  • As Found:  Automatically In Tolerance (green) or Out of Tolerance (pink) dependent on the value of the As Found Result column in the Measurement Grid below (yellow area).  If any record has a failing result (red X), the Measurement Group As Found value will be Out of Tolerance.
  • As Left:  Automatically Pass (green) or Fail (pink) dependent on the value of the As Left Result field in the Measurement Grid below (blue area).  If any record has a failing result (red X), the Measurement Group As Left value will be Fail.
  • Units:  Select the Unit of Measurement for all number fields (e.g., measurements and tolerances) in the current Measurement Group.  If a different Measurement Unit is required for the same Calibration Event, then create an additional Measurement Group in the Event.  Edit the selections available in the Units combo box from the Measure Units screen accessible from the main screen.
  • Measurement Notes:  Add any notes specific to the current Measurement Group.
Calibration Event Measurements Group

Standards Used

The Standards tab shows a list of the Calibration Standards used for the measurements in the current Measurement Group.  Click on the [Edit Standards] button to bring up a list of available Standards to choose from.  Check the box(es) next to the Standard(s) and click OK.  Add additional items to the Standard combo box by checking the 'Is Calibration / Test Standard' checkbox in the Equipment Edit dialog, Calibrations tab.  If the Equipment identified as Calibration Standards have a Calibration Due date of greater than the current day AND with their most recent (if any) Calibration Event as 'Passing', then it will be selectable when clicking on the Standards Used button.  (Standards that need calibration are shown in red, but cannot be selected.)

Standards Used for Measurement Group

Additional Tabs in the Edit Calibration Event Dialog

There are three other tabs in this dialog that help organize and display information related to the Calibration Event.

  • Custom Fields:  Custom fields are available for adding Characters, Dates, Numbers, and Check boxes.  Visit the Change Field Names help topic to learn how to edit these fields.
  • Scatter Plot:  This tab displays a Scatter Plot of the measurements entered for a given Measurement Group.  In-Tolerance As Found measurements are displayed Green while Out-of-Tolerance measurements are Red.
  • Meta:  This is a READ-ONLY information tab used as a reference to view which user created the record and which user was the last to edit it, including the dates and times these occurred.

Last Updated:  25 June 2019