The Transaction Dialogs of Calibration Control

This help topic covers the available fields within the various transaction dialogs of Calibration Control (our Calibration Management Software), including their differences and similarities.

The Links between Transaction Dialogs

Within the transaction dialogs there are similar fields and drop-down menus available that provide a specific snapshot of information for each action.  The available fields used in the transaction dialogs are: Master GUID, Site GUID, department, location, custodian, status, scanner, check-out to (Person), work order, use increment, check-in, and check-out.

Asset Transfer Dialog

In the Asset Transfer dialog there are 7 fields - the Master GUID, Site GUID, department, location, custodian, status, and scanner.  This dialog determines the location where the asset is going, who has custody of the asset, and whether or not the asset's status is changing during the transfer.  A scanner option is available for transferring multiple assets quickly.

Asset Transfer Dialog

Asset Receive and Asset Issue Dialogs

In both the Asset Issue and Asset Receive dialogs there are 7 fields - the Site GUID, department, location, custodian, status, Master GUID, and scanner.  This dialog determines the location where the asset is going, who has custody of the asset, and whether or not the asset's status is changing during the transfer.  A scanner option is available for issuing or receiving multiple assets quickly.

The difference between the Transfer and Issue/Receive dialogs is that the latter has a section for selecting Worksheet print preferences once the asset has changed hands.  For both dialogs Meta data is saved after each transfer in the Master ID's Notes tab.

Asset Issue Dialog

Check Out Dialog

In the Check Out dialog there are 7 fields - the check-in/out checkboxes, a 'use scanner' checkbox, the use increment counter, Master GUID, check-out to (Person), work order, and status fields.  This dialog determines whether the asset is being checked in or out, the use count (increment), the person the asset is checked out to, and whether its status is being changed (if at all).

This dialog is different from the Asset Transfer dialog in that it counts how many times an asset has been used in order to determine when it must be due for Calibration.  Work Orders are useful within this dialog so they may be addressed during Calibrations.

Check Out Dialog

Status Change Dialog

Within the Status Change dialog there are 3 fields - status, Master GUID, and scanner.  This dialog determines which status the asset is being changed to, and the asset's ID number.

This dialog is different from the Asset Transfer dialog in that only the status of the asset is being changed (i.e., a status from 'Active' to 'At Calibration Lab'), while the Asset Transfer dialog changes an asset's location, custody, and may or may not change its status.

Status Change Dialog

Last Updated:  10 July 2019