Learn How to Use Calibration Templates
A Calibration Template in Calibration Control (our Calibration Management Software) is a collection of Measurement Groups without final measurement data. Therefore, a Template can have multiple Groups. A Measurement Group is a collection of information and standard measurements required each time the template is used. For more information on each of the fields in the Template, see the Calibration Event help topic.
By default, the 'Use Last Calibration as Template if No Template Linked' option is checked. When this option is checked AND if there are no user-defined Calibration Templates linked to an Equipment record, Calibration Control will use the most recent Calibration Event record as a Calibration Template when creating new Calibration Events.
User-Defined Calibration Templates
Calibration Templates can be created, edited, and managed by clicking on the Calibration Template icon in the Calibration tab of the ribbon menu. Templates can also be created from existing Calibration Events by selecting the 'Make Template' button in the Calibrations tab of the Calibration Event dialog.
A Calibration Template needs to be linked to an Equipment record to be useful. When linked, new Calibration Events will automatically contain the structure of the linked Calibration Template so that only measurement data (As Found / Left) needs to be entered and a Calibration Standard recorded. Also, Calibration Worksheets will replicate the linked Template structure for consistent data collection.
Referring to the diagram below, a Calibration Template can be linked to an Equipment record in four ways. It is even possible to link four different Templates to an Equipment record although only one template will be used and in the following priority:
- Direct (blue line): Link a Template directly to an Equipment record by selecting the Template in the Calibrations tab of the Equipment record. A Template directly connected to an Equipment record in this way supersedes all other methods. Therefore, this direct link overrides all other indirect links.
- Equipment Type (red line): Link a Template to an Equipment Type record and then link the Type to an Equipment record in the Equipment tab of the Equipment's dialog. This link overrides the two that follow.
- Model Number (green line): Link a Template to a Model Number record and then link the Model Number record to the Equipment record in the Equipment tab of the Equipment's dialog.
- Equipment Type – Model Number (yellow line): Link a Template to an Equipment Type, which is linked to a Model Number, and then is finally linked to an Equipment record. This is the lowest priority.
Multiple methods for links exist to provide the choice of how an organization chooses to manage its calibration data. Therefore, choose the method that works best for your team.
Last Updated: 1 August 2019