Learn how to use Measurement Templates
A Measurement Template 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 in checked AND if there are no user-defined Measurement Templates linked to an Equipment record, Calibration Control will use the most recent Calibration Event record as a Measurement Template when creating new Calibration Events.
User-Defined Measurement Templates
Measurement Templates can be created, edited, and managed by clicking on the Measure Template icon in the Calibration tab of the menu ribbon. Templates can also be created from existing Calibration Events by selecting the Create Measurement Template option from the Group Actions combo box.
A Measurement 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 Measurement 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 Measurement 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 Calibration 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 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 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 measurement data. Therefore, choose the method that works best for your team.
Last updated: 18 Jan 2017