compucal version 6

CompuCal Calibration Solutions of 160

CompuCal Version 6 User Training Guide

Release 6.2.5


CompuCal

Release 6.2.4

TELEPHONE SUPPORT

+353-21-4524682

MAIL-IN SUPPORT

Technical Support

CompuCal Calibration Solutions Ltd.

Unit 2, No 11, Euro Business Park

Little Island

Co Cork

Ireland

ONLINE SUPPORT

[email protected]

mailto:[email protected]

mailto:[email protected]


Contents

Quick Start .......................................................................................................................... 10

1 Login Screen ................................................................................................................. 11

1.1 NT login .......................................................................................................................... 12

1.2 Change Password ............................................................................................................ 13

2 Export Functionality ..................................................................................................... 14

2.1 Tool bar functionality ...................................................................................................... 14

3 Groups ......................................................................................................................... 15

3.1 Group Setup Tab ............................................................................................................. 15 New/Editing a group ........................................................................................................................... 15 How to add a Group Attachment ........................................................................................................ 15 Group Privileges Tab ........................................................................................................................... 16

4 Users ............................................................................................................................ 17

4.1 User List .......................................................................................................................... 17 Export the Users List ........................................................................................................................... 18 Setup a new User ................................................................................................................................ 18 Edit a User ........................................................................................................................................... 18

4.2 User Setup Tab ................................................................................................................ 19

4.3 User Other Tab ................................................................................................................ 19

4.4 User Privileges KPI Tab (Read Only while Group is empty) ................................................ 20

4.5 User Privileges Columns Tab ............................................................................................ 21

5 Configuration ............................................................................................................... 22

5.1 General ........................................................................................................................... 22

5.2 E-sign .............................................................................................................................. 25

5.3 Work Order ..................................................................................................................... 26

5.4 W@M ............................................................................................................................. 28

5.5 User Fields ...................................................................................................................... 28

6 Company ...................................................................................................................... 30

6.1 Company tab................................................................................................................... 30 Set-up a Company ............................................................................................................................... 30 Edit a Company ................................................................................................................................... 30 View a Company.................................................................................................................................. 31 Export Companies ............................................................................................................................... 31 Add a Company Logo .......................................................................................................................... 31

6.2 Service Order Tab ............................................................................................................ 31

7 Departments ................................................................................................................ 32

7.1 Setting-up a Department ................................................................................................. 32

7.2 Adding a Department Attachment ................................................................................... 32

8 Activity ........................................................................................................................ 33

8.1 Setup an Activity ............................................................................................................. 33


8.2 Edit an Activity ................................................................................................................ 33

8.3 View an Activity .............................................................................................................. 34

8.4 Export Activities .............................................................................................................. 34

9 Area ............................................................................................................................. 35

9.1 Setup an Area ................................................................................................................. 35

9.2 Edit an Area .................................................................................................................... 36

9.3 View an Area .................................................................................................................. 36

9.4 Export Areas ................................................................................................................... 36

9.5 Add an Area attachment ................................................................................................. 36

10 Class ............................................................................................................................ 37

10.1 Setup a Class ................................................................................................................... 37

10.2 Edit a Class ...................................................................................................................... 38

10.3 View a Class .................................................................................................................... 38

10.4 Export Classes ................................................................................................................. 38

11 E-Sign Reason ............................................................................................................... 39

11.1 E-sign Reason .................................................................................................................. 39

11.2 Edit a E-sign Reason ........................................................................................................ 39

11.3 View a E-sign Reason ....................................................................................................... 39

11.4 Export E-sign Reasons ...................................................................................................... 40

12 Plant ............................................................................................................................ 40

12.1 Setup a Plant ................................................................................................................... 41

12.2 Edit a Plant ..................................................................................................................... 41

12.3 View a Plant .................................................................................................................... 41

12.4 Export a Plants ................................................................................................................ 41

12.5 Add a Plant attachment ................................................................................................... 41

13 Priority ......................................................................................................................... 42

13.1 Setup a Priority ............................................................................................................... 42

13.2 Edit a Priority .................................................................................................................. 43

13.3 View a Priority ................................................................................................................ 43

13.4 Export Priorities .............................................................................................................. 43

14 Routine Type ................................................................................................................ 44

14.1 Setup a Routine Type ...................................................................................................... 44

14.2 View a Routine Type ....................................................................................................... 44

14.3 Export a Routine Type ..................................................................................................... 44

14.4 Edit a Routine Type ......................................................................................................... 45

14.5 Bulk Updating for Routine ............................................................................................... 45


14.6 Routine Defaults Details Tab ........................................................................................... 46

14.7 Routine Default Values Tab ............................................................................................. 47

15 Safety .......................................................................................................................... 51

15.1 Setup a Safety ................................................................................................................. 51

15.2 Edit a Safety .................................................................................................................... 51

15.3 View a Safety .................................................................................................................. 51

15.4 Export Safety Statements ................................................................................................ 52

15.5 Add a Safety attachment ................................................................................................. 52

15.6 Add and remove routine Safeties ..................................................................................... 52

16 SOP .............................................................................................................................. 53

16.1 Setup an SOP .................................................................................................................. 53

16.2 Edit an SOP ..................................................................................................................... 53

16.3 View an SOP.................................................................................................................... 54

16.4 Export SOPs .................................................................................................................... 54

16.5 Add an SOP attachment .................................................................................................. 54

16.6 Add and remove routine SOPs ......................................................................................... 54

17 Tasks, Faults, Causes and Fault Activities ...................................................................... 55

17.1 Tasks .............................................................................................................................. 56 Setup and add a Task...................................................................................................................... 56 Add a Task to a Routine .................................................................................................................. 56 Add a task to a Work Order ............................................................................................................ 56 Remove a Task from a Routine ....................................................................................................... 56 Edit a Task....................................................................................................................................... 56 Export Tasks ................................................................................................................................... 57

17.2 Fault ............................................................................................................................... 58 Setup a Fault ................................................................................................................................... 58 Edit a Fault ...................................................................................................................................... 58 Export Faults ................................................................................................................................... 58

17.3 Cause .............................................................................................................................. 58 Setup a Cause ................................................................................................................................. 58 Edit a Cause .................................................................................................................................... 58 Export Causes ................................................................................................................................. 59

17.4 Fault Activities ................................................................................................................ 59 Setup a Fault Activity ...................................................................................................................... 59 Edit a Fault Activity ......................................................................................................................... 59 Export Fault Activities ..................................................................................................................... 59

18 Unit .............................................................................................................................. 60

18.1 Setup a Unit .................................................................................................................... 60

18.2 Edit a Unit ....................................................................................................................... 60

18.3 Export Unit ..................................................................................................................... 60

19 Manufacturer ............................................................................................................... 61

19.1 Setup a Manufacturer ..................................................................................................... 61


19.2 Edit a Manufacturer ........................................................................................................ 62

19.3 View a Manufacturer ...................................................................................................... 62

19.4 Export Manufacturers ..................................................................................................... 62

19.5 Associate a Supplier ........................................................................................................ 62 Remove an Associated Supplier ..................................................................................................... 63

20 Supplier ........................................................................................................................ 63

20.1 Setup a Supplier .............................................................................................................. 63

20.2 Edit a Supplier ................................................................................................................. 64

20.3 View a Supplier ............................................................................................................... 64

20.4 Export Suppliers .............................................................................................................. 64

20.5 Associate a Manufacturer ................................................................................................ 64 Remove an Associated Manufacturer ............................................................................................ 65

21 Item Type ..................................................................................................................... 65

21.1 Setup an Item Type ......................................................................................................... 66

21.2 Edit an Item Type ............................................................................................................ 66

21.3 View an Item Type .......................................................................................................... 66

21.4 Export Item Types ........................................................................................................... 66

21.5 Upload a File to an Item Type .......................................................................................... 67

22 Specification Sheets ...................................................................................................... 67

22.1 Setup a Specification Sheet for an Item Type .................................................................... 67

22.2 Edit Specification Sheet Headings .................................................................................... 68

23 Instrument/Plant Item .................................................................................................. 68

23.1 Instrument List Screen ..................................................................................................... 68 View the history of an Instrument ................................................................................................. 69 Export Instrument lists ................................................................................................................... 70

23.2 Details Tab ...................................................................................................................... 71 Setup an Instrument ....................................................................................................................... 71 Edit an Instrument .......................................................................................................................... 71 Add an Attachment ........................................................................................................................ 73 Remove an Attachment .................................................................................................................. 74 View an Attachment ....................................................................................................................... 74

23.3 User Defined Fields ......................................................................................................... 75

23.4 Routines ......................................................................................................................... 75

23.5 Graph ............................................................................................................................. 76

23.6 Specification Sheet .......................................................................................................... 77

23.7 Function (Adding Functions) ............................................................................................ 78 Setup a Function ............................................................................................................................. 78

24 Loops ........................................................................................................................... 79

24.1 Loop List Screen .............................................................................................................. 79 View the history of a Loop.............................................................................................................. 80


24.2 Export Loops ................................................................................................................... 80

24.3 Details Tab ...................................................................................................................... 81 Setup a Loop ................................................................................................................................... 81 Edit a Loop ...................................................................................................................................... 81 Add an Attachment ........................................................................................................................ 83 Remove an Attachment .................................................................................................................. 83 View an Attachment ....................................................................................................................... 83

24.4 User Defined Fields ......................................................................................................... 84

24.5 Routines ......................................................................................................................... 84

24.6 Components (Non Switch) ............................................................................................... 85

24.1 Components (Switch) ...................................................................................................... 86 Graph .............................................................................................................................................. 86

24.2 Specification Sheet .......................................................................................................... 87

25 Work Screen ................................................................................................................. 88

25.1 Show History ................................................................................................................... 88

25.2 Work Screen Functionality ............................................................................................... 89

25.3 Filters ............................................................................................................................. 90 Set up a new filter .......................................................................................................................... 90 Set up a default filter ...................................................................................................................... 90

26 Work Request............................................................................................................... 91

27 Issue Work Orders ........................................................................................................ 93

27.1 Issue (Planned)................................................................................................................ 93 Details ............................................................................................................................................. 93 Tasks ............................................................................................................................................... 93 References ...................................................................................................................................... 94 Values Tab ...................................................................................................................................... 95

27.2 Issue Work Order – Unplanned ........................................................................................ 95 Issue unplanned work screen ......................................................................................................... 95 Issue Unplanned ............................................................................................................................. 96

27.3 Issue in Bulk – Planned .................................................................................................... 97

28 Enter Work Order ......................................................................................................... 99

28.1 Details- Planned Work Order ........................................................................................... 99

28.2 Label Priting .................................................................................................................. 100

28.3 Tasks ............................................................................................................................ 101

28.4 Task Results .................................................................................................................. 102

28.5 References .................................................................................................................... 102

28.6 Values ........................................................................................................................... 103

28.7 Stock Used .................................................................................................................... 103

28.8 Time Taken ................................................................................................................... 103

28.9 Graph ........................................................................................................................... 105

28.10 Cancel Work Orders at Entry ...................................................................................... 105


28.11 Deviation .................................................................................................................. 106

29 Verify Work Order ...................................................................................................... 108

29.1 Details- Planned and Unplanned Work Order ................................................................. 108

29.2 Tasks ............................................................................................................................ 109

29.3 References .................................................................................................................... 109

29.4 Values ........................................................................................................................... 109

29.5 Stock Used .................................................................................................................... 109

29.6 Time Taken ................................................................................................................... 109

29.7 Graph ........................................................................................................................... 109

29.8 Reject/Revert Work Orders at Verify ............................................................................. 110

29.9 Deviation ...................................................................................................................... 110

30 Clear Deviation........................................................................................................... 112

31 Work History .............................................................................................................. 113

31.1 Work Order History Export ............................................................................................ 113

32 KPI (Key Performance Indicators) ................................................................................ 114

33 Reports ...................................................................................................................... 120

33.1 Listings Report .............................................................................................................. 120

33.2 References Used Report ................................................................................................ 122

33.3 Deviation Listings Report ............................................................................................... 122

33.4 Resource Planning Report ............................................................................................. 124

33.5 Failed Tasks Report ....................................................................................................... 124

33.6 Work Orders Done Report ............................................................................................. 126

33.7 Labour Costings Report ................................................................................................. 126

33.8 Down Time Report ........................................................................................................ 128

33.9 Estimated versus Actual Time Report ............................................................................. 128

33.10 Work Order Labour Costings Report .......................................................................... 130

33.11 Labour and Stock Costings Report .............................................................................. 131

33.12 Due By Date Report ................................................................................................... 131

33.13 Item Summary Report ............................................................................................... 133

33.14 History Due by Date Report ....................................................................................... 133

34 Interval Analysis ......................................................................................................... 134

34.1 Title (First Sheet) ........................................................................................................... 136

34.2 Master Report (Second Sheet) ....................................................................................... 137

34.3 Historical Data Sheet (Instrument /Plant Item/Loop) ..................................................... 138

35 Audit Trail .................................................................................................................. 141

35.1 Print the Audit Trail ....................................................................................................... 141


36 Data Import ............................................................................................................... 142

36.1 Upload Tab ................................................................................................................... 142

36.2 Map Tab ....................................................................................................................... 143 Instrument Import Type ............................................................................................................... 143 Loop Import Type ......................................................................................................................... 146

36.3 Validation Checks .......................................................................................................... 149

36.4 Review Tab ................................................................................................................... 151

36.5 Migrate Tab .................................................................................................................. 152

37 ERP Integration .......................................................................................................... 153

37.1 Configuration ................................................................................................................ 153

37.2 Companies .................................................................................................................... 154

37.3 Work Schedule Screens ................................................................................................. 154 Work Screen ................................................................................................................................. 154 Issue in Bulk Screen ...................................................................................................................... 155 Work History Screen ..................................................................................................................... 156

38 Crystal Reports ........................................................................................................... 157

38.1 Group Privileges ............................................................................................................ 157

38.2 Crystal Setup ................................................................................................................. 157 Crystal Certificates Tab ................................................................................................................. 157 Crystal Reports Tab ...................................................................................................................... 158 Parameters Settings ..................................................................................................................... 158

38.3 Esign Configuration ....................................................................................................... 158

39 Data Notifications ...................................................................................................... 159

39.1 Configuration ................................................................................................................ 159


Quick Start When setting up a new database, begin by logging into the CompuCal system as the Admin user using the default admin password (Supplied by your vendor).

First create the required user Groups. Each group will have their own specific privileges and an example of levels could be to set up the groups, Admin, Supervisor and Technician.

Then you must set up at least one Company and then set up a Department for that Company. These are mandatory fields for setting up users. If using the NT Authentication then the Windows NT usernames will be required before setting up any new users.

When the required groups have been created the core system Users can then be added to the system by selecting Users from the Admin menu. Each User must be associated to a Group to determine the access rights for that User.

Once all of the required setups for example area, activity, plant, routine type, company, department are setup, then Instruments, Loops and Plant items can be added to the system with associated routines.

Work Orders can then be Issued, Entered and Verified once users have the correct privileges.

Once all of the instrument and plant item data has been set up then the system will take over all the planning and scheduling.

Note: The “admin” is only for administrator functions and cannot set up instruments as there are no companies or departments associated to this user.


1 Login Screen This screen is presented to users to log onto the main CompuCal application. The user must enter a valid username and password to gain access to the system. Passwords must contain the correct combination of upper and lower case letters depending on the configuration settings.

On first login the user will enter the password “C@libration” and will then be prompted to change before gaining access.

The user will have 6 (Configurable) chances overall to enter a valid password before their account is disabled.

The system will validate a combination of the username and password without specifying which field is incorrect

If a user attempts to log in to the same session twice a message will appear informing the user that they are already logged into the system.

Note: The system will only allow a set amount of active users within the system during any one session depending on the license count. This allows for a concurrent license structure to be used.


1.1 NT login

The Second option is the NT Authentication login. This option means that security is controlled by Windows and the E- Sign password will still be managed by CompuCal. On opening the application the user will be prompted for NT login. The User will still be required to setup a password in CompuCal to facilitate Electronics Signatures.

Once the User enters the correct user name and password the application automatically opens.

The Windows administrator can also configure the users’ browser to allow them log straight into the system once they are an authorized user. This is done in the browser Internet Options by adding the CompuCal URL as a trusted site.


1.2 Change Password

Passwords will periodically (this is configurable – default set to 90 days) expire and will need to be changed.

On password renewal the user will be prompted to reset their password 5 days before the renewal date. The number of days will be a variable in the message and will decrease as the current date get closer to the renewal date. The user will have the option to say no to renew their password until the renewal date is in the past. When the renewal date is in the past the user will have no option but to change their password before gaining access. The system can be configured to prevent the use of a specific number of previous passwords when resetting.

If the user’s password has been reset then the administrator receives a password generated by the system which will need to be-mailed to the user. The user then enters the password received by e-mail as the old password and then sets their new password. If the Alphanumeric is set to “YES” in the configuration the password must contain letters and numbers.

Other security options available depending on the settings in the database:

No blank spaces

No recurring Characters

No numerical sequences


2 Export Functionality The Export button is used throughout the application where grids are present, excluding the Issue Unplanned and Work Request list screens. When pressed the user is displayed with a report showing the information on the grid.

2.1 Tool bar functionality

Print report to selected printer.

This icon scrolls to the first page of the report.

This icon scrolls back through the report one page at a time.

This control tells you the page number you are on and how many pages exist.

This icon scrolls forward through the report one page at a time.

This icon scrolls to the last page of the report.

This icon saves the report or opens it in the format chosen.

This drop-down menu gives you an option of having the file in pdf,Xls,Rtf,Mhf,text and Image format.

This button allows the user to send the report directly to the emails of the people in the particular group as set up in the configuration.

Closes the screen and moves the user back to the previous page.


3 Groups

3.1 Group Setup Tab

The Group Setup screen allows the user to Add, Edit or View Groups. It is accessed from the Admin options by clicking the Groups link. All entries setup on this screen will be displayed in a drop-down box on the User Setup screen on the Privileges tab.

Note: The Admin group is required to ensure full access to the system and cannot be edited at any time.

New/Editing a group

From the Admin Menu, click Group and press New

Enter the Group Name

Enter the Group Description (Optional)

Select the privileges associated to the group.

Click Save.

How to add a Group Attachment

Attachments can be added while creating a new group or editing a Group.

While editing or adding, click the Browse button beside the File Name box.

Browse to the desired file and click Open.

Click Save.


Group Privileges Tab

Each group has specific privileges associated to it. When setting up a new group all privileges are selected by default.

From the Group Privileges tab an Administrative user can restrict the Viewing, Editing and Access to various different sections of the application.

Unchecking a field in the View section will hide the link on the Site Navigation tree from the group, allowing access only to relative sections of the system. The user logged in below is part of a group that is restricted to the main set ups and has limited access to the Admin module.

Unchecking a field in the Edit section will disable the Edit button on that set up screen.

Unchecking a field in the Admin, Work Request and User Defined Filtering section will disable this functionality for that group.

Note: Any new changes will be applied when the user starts a new session.


4 Users The User Setup screen allows the user to Add or Edit Users. It is accessed from the Admin options by clicking the Users link. User Setup is divided into three (3) tabs: Setup, Other and Privileges.

The total number of users that can be set up is controlled by the license agreement.

Note: There is no function to delete a user at any time. Users can be disabled, but never removed. This prevents the re-use of User Ids for traceability.

4.1 User List

The user list displays all users in the system and can be filtered to show different groups. The user’s password can be reset from this screen.

Select the user to be reset.

Select the Reset password – a new password is then displayed which will be copied and emailed to the user by the administrator. The user then uses this password to change their password on first login after the reset.

If a user is locked in the system then they can be logged out by selecting that user and clicking the “Logout” button. Users cannot log out their own account.

Note: There will be an Admin user by default.


Export the Users List

Clicking Export creates an Instrument Report that lists all data for all Users in the system.

From the Setup Menu, click Users.

Filter Users (Optional)

Click Export

The Report will not include items that have been filtered out using the filter option in each of the column headings.

Once the Report is created, the user can use the Report Toolbar to Search, View, Print and Save the Report in various formats.

For more information on Using the Report Toolbar, please reference the Report Toolbar help section

Setup a new User

From the Admin Menu click Users.

From the Users List screen click the New button.

Enter the details of the new user and select a Group in the Privileges tab. The user will inherit the privileges associated with the selected group.

Must associate at least one company/department.

If the configuration is set to “Yes” for “Filter by Company Department” then the users only see items associated to their departments. In this case a user can be set up to view all departments by de-selecting the “Use Department Filtering” check box.

Click Save.

Note: If cost control is required then ensure that all of the rate fields are filled in. Ensure that each user has a valid email address.

Edit a User

From the User Select screen, select the User you would like to edit.

From the Admin Menu, click Users.

Click Edit.

Enter the changes to the User

Click Save.


4.2 User Setup Tab

From the Setup tab a new user can be setup and existing users edited. Once a User Id and Name are saved in the system the values cannot be changed. The user can be disabled or enabled using the Enable checkbox and Password Expiry date can be set from this tab. The time zones can be set at a user level and will determine the time that is saved in the database and the audit trail.

4.3 User Other Tab

From the Other tab C.V., Training and Rate information can be saved for each user. C.V.s and Training Records can be uploaded using the Browse and Add buttons and saved. The Rate information the hourly rate for that user normal rate and overtime rates can be inserted, this is also used in the calculation of the KPIs.


4.4 User Privileges KPI Tab (Read Only while Group is empty)

The User Privileges KPI tab allows the user to configure which KPIs appear on the KPI screen and in what order. The User can assign KPIs by using the arrow buttons or by dragging the desired title from the Available table to the selected table

The order in which they appear can also be edited by using the arrow buttons or by dragging the desired KPI to the top of the list.

The Default Department, Default User and Default Interval dropdown menus will dictate what information will appear in the dropdowns when the KPI screen is launched


4.5 User Privileges Columns Tab

The User Privileges Column tab allows the user to configure which columns appear for work flow screens and in what order. The Work Schedule dropdown menu contains the grids within the application workflow. The User can assign columns by using the arrow buttons or by dragging the desired title from the Available table to the selected table

The order in which they appear can also be edited by using the arrow buttons or by dragging the desired Column to the top of the list.

In all Work Schedule selections the Tag is a mandatory field within the grid and not available for selection.

Below is an example of how the Workscreen appears for a user with only 2 columns selected.


5 Configuration This menu and its contents are for Administrators to setup and configure details such as address, Password expiry. Options in the Admin menu will only be visible to those with the appropriate privileges.

5.1 General

Password Expiry Days:

The amount of days after which a user’s password will expire. This is set to 90 by default.

Min Password Length:

The minimum number of characters that must be used when creating a password.

Alphanumeric:

If this option is turned on any new passwords must contain a non-alphanumeric character for example @, ! & * and a numeric value for example 1.

E-Sign Password Attempts:

The number of failed E-sign password attempts that will be allowed before the users account is disabled.

Login Password Attempts:

The amount of failed login password attempts that will be allowed before the user account is disabled.

Passwords Remembered:

The amount of previous password remembered by the system, i.e. if this option is set to 2 then the last two passwords used by this user cannot be reused. You cannot set a new password that has the same first four characters of your previous remembered passwords.

Session Timeout:

The amount of time in Minutes the user can leave the application idle before the user is automatically logged out


System Culture:

This option allows the user to set the currency seen throughout the application.

Date Display:

These radio buttons allow a user to select which Date Format will be used. When Browser is selected then the Date Format will be taken from the user’s browser settings. When Custom is selected the Date Format will be taken from the Format that is chosen in the drop-down. A sample date will appear beside the date drop down indicating how the date will appear on the screen and reports.

Site Name, Address, Contact Details:

These are local company details. These details will appear on all of the reports in the reports section.

Email Server:

The address of the clients email server, if this field is left blank the user will not receive any automated emails from the application.

Default Email Sender:

The email address seen when automated emails are sent from the application

Default Email Recipients:

All recipients of automatic email must have their address added to this field, more than one e-mail address can be added by using a comma (,) to separate the addresses. If a deviation occurs then an email containing the details of the deviation will be automatically sent to all of the e-mail addresses contained in the default email recipient’s option, this also applies to emails sent after exporting reports. If an email address is entered into the Company set up then Deviation emails will be sent to that address.

Default Email Password:

The password needed on the client’s server side

Default Email Port:

The port needed on the client’s server side

Allow Overdue References:

If this option is set to yes then when issuing or entering a Work Order overdue reference instruments can be used, if set to no a message will appear stating that the reference instrument is overdue and will preventing it from being used.

Allocate Reference Stage:

If this is set to Issue the system forces the addition of a reference instrument at the issue stage and the same at Enter stage if the option is selected. It must be one or the other.

Routines Due In Future (Days):

The amount of days into the future that Work Order routines will appear on the work screen. For example if this is set to 14 then all Work Orders due in the next two weeks will be displayed on the work screen as well as the Due and Overdue etc. This can also be set for specific instrument routines using the Routine Type or Routine set up screens.

Instrument Default Values:

If this option is set to “Yes” then the required reading values will be displayed at Enter stage, if this is set to “No” then the required reading values will be 0.


Filter by Company Department:

If this option is set to “Yes” then users will only see items within the company and departments that the user is associated with. If this is set to “No” then the user can see all instruments / loops / plant items.

Print Preview:

If set to “Yes” then the preview check box is selected by default when issuing, entering or verifying a Work Order. If set to No then the Preview is not selected by default.

Service Approval:

If this option is set to “Yes” editing of instrument and routine information will cause the Status of the instrument to show as “Pending Approval”. Before an instrument can be put into the calibration schedule the Approval will need to be changed to Open Maintenance. Only user with this privilege assigned can approve these instruments.

Company Logo:

The picture saved here will be the company logo which will appear on all reports and work sheets throughout the system.


5.2 E-sign

If the E-sign module is enabled the Electronic Signature can be enabled or disabled for the adding or editing of any item within the system. All stages of the workflow can also be assigned an Electronic Signature.

When these options are select then the user will be required to enter their password and an E-Sign reason before completing the action.

Note: When Service Status functionality is set to Yes in the configuration the E-sign reason can be free text field when creating or editing an instrument, routine or routine type.


5.3 Work Order

The Work Order tab displays options for the next date update function and different options can be set for Instrument, Loop and Plant item.

Next Date Update

Next Date Update options are available individually for Instruments, Plant Items and Loops

Screen Function

Description

Standard The standard next date update option updates the next calibration date by the associated interval regardless of when the calibration / maintenance was carried out. The next calibration date will be the original Next Date + Interval

Issue Date The Issue date option updates the next calibration date when the Work Order has been completed. The next calibration date will be the Issue Date + Interval

Conducted Date

The Conducted date option updates the next calibration date when the Work Order has been completed. The next calibration date will be the Conducted Date + Interval


Default Issue

The Default issue configuration allow users to select which options they want the system to default to when issuing.

Screen Function

Description

Standard If selected then the remote check box will not be selected when issuing Work Orders and printing sheets.

Remote If selected then the remote check box will be selected when Issuing to a remote device.

Partial Data Entry

This will allow the user to select if they want a partial entry message to appear when entering data.

Screen Function

Description

No If selected then a message will not appear when entering data.

Yes If selected then a message will appear when completing a data entry giving the user the option of partially saving the Work Order or completing it fully.

Uncertainty

This will allow the user to select if they want uncertainty values to appear when entering a Work Order.

Screen Function

Description

No If selected then the uncertainty checkboxes will not appear at the routine setup screen

Yes If selected then the Accredited Calibration, Conformity Assessment, Use Uncertainty and Display Uncertainty checkboxes will be available to the user


5.4 W@M

To enable the W@M functionality each user must have a W@M account set up. This enables the User to connect to the W@M portal through the CompuCal system. CompuCal User Name: The User Id used to access the CompuCal Application

W@M Username: The W@M portal User Id (Provided by Endress+Hauser)

W@M Password: The associated W@M password (Provided by Endress+Hauser)

5.5 User Fields

From the User Fields tab the user can edit every title throughout the system in order to suit the company’s terminology.

From the Objects dropdown menu the user can select an object and edit the existing value (Default Value) to a more relevant value (Configured Value). The Objects are listed below.


Configurable Objects dropdown

Activity Area Audit Trail Calibrator Cause

Class Company Component Configuration Department

Deviation E-sign Reason Fault Fault Activity Function

Group Instrument Interval Analysis

Item Type KPI

Manufacturer Plant Priority Routine Safety

SOP Spec Sheet Supplier System Task

Tol. Type Tooltip UDF Unit User

WAM WorkOrder

When save is pressed then the user can log out or press the Update button to apply the changes, the message below will appear when Update is selected.


6 Company

6.1 Company tab

The Company Setup screen allows the user to Add, Edit and View Companies. It is accessed from the Admin Menu by clicking the Companies link. Companies listed on this screen will be displayed in the Company drop down box on the Department setup screen, User Details Tab and the Item Details for Instruments/Loops and Plant Items. If a company is associated to an instrument, Loop or Plant Item then that Company name cannot be edited.

Set-up a Company

From the Admin Menu, click Companies.

When the Company Screen appears, click New.

Enter the Company Name in the Name text box.

Enter the remaining details ( Email which is mandatory all other remaining details are Optional)

Upload a Logo. (Optional)

Click Save.

Edit a Company


From the Companies screen, select the Company you would like to edit.

Click Edit.

Enter the changes to the Company.

Click Save.


View a Company


Click on the Company you would like to view.

The details will appear in the top half of the screen

Export Companies

Clicking Export creates a Company Report that lists all data for every Company.


Filter or Order Companies (Optional)

Click Export

If the user has not filtered the screen, and is viewing all items on that screen, then the Report generated will list the entire screen contents

Once the Report is created, the user can use the Report Toolbar to Search, View, Print and Save the Report in various formats. For more information on Using the Report Toolbar, please reference the Report Toolbar section of the User Guide

Add a Company Logo

Logos can be added while editing the Company, or creating a new Company.

While editing or adding, click the Browse button beside the Logo location text box.


Click Save.

6.2 Service Order Tab

From the Service Order tab the user can set up a Service Number and Plant title for each of the companies within the system. If the correct license is active the Service Number will appear on the calibration certificate at all stages of the workflow


7 Departments It is accessed from the Admin Menu by clicking the Department link or by clicking the “+” button on the Instrument, Loop or Plant Item setup screens in the Item Details tab.

When setting up a new user the user will be required to assign departments they wish the new user to belong to and have access to.

If a Department is associated to an instrument, Loop or Plant Item then that Department name cannot be edited.

7.1 Setting-up a Department

From the Admin Menu, click Department, click New

Enter the Department Name, Description and Company

Enter a FileName, Contact, Phone and Email. (Optional,)

Click Save

7.2 Adding a Department Attachment

While editing or adding, click the Browse button beside the File box.


Click Save.

If the user has not filtered the screen, and is viewing all items on that screen, then the Report generated will list the entire screen contents.


Note: If the system is set up with the Filter By Company Department set to “Yes” then the new companies can only be viewed either by users that have the Use Department Filtering deselected. Or if the configuration for Filter By Company Department is set to “No”.


8 Activity Activity is the type of work that is being carried out for example, General Maintenance or Scheduled Calibration. All Activities listed on the Activity Setup screen will be listed in an Activity drop down box on the Work Order screen in the Details tab at issue stage. The activity field will be read only at enter and verify stages.

8.1 Setup an Activity

From Activity on the main navigation menu

From the Setup Menu, click Activity.

When the Activity Screen appears, click New.

Enter the Activity Name in the Name text box.

Click Save.

From the Work Order screen

Issue a Work Order.

Click the “+” button beside the Activity.

Enter the Activity Name in the Name box.

Click Save.

8.2 Edit an Activity


From the Activity screen, select the Activity you would like to edit.

Click Edit.

Enter the changes to the Activity.

Click Save.


8.3 View an Activity


Click on the Activity you would like to view.

The details will appear in the top half of the screen.

8.4 Export Activities

Clicking Export creates an Activity Report that lists all data for every Activity.


Filter Activities (Optional)

Click Export


Once the Report is created, the user can use the Report Toolbar to Search, View, Print and Save the Report in various formats. For more information on Using the Report Toolbar, please reference the Report section of the User Guide


9 Area An Area is part of the hierarchy used to set up the database. The Area Setup screen allows the user to Add, Edit or View Areas. It is accessed from the Setup Menu by clicking the Area link or using the “+” button beside the Area drop down on Instrument, Loop or Plant Item Setup screens in the Details tab. All Areas listed on the Area Setup screen will be listed in an Area drop-down box on the Instrument, Loop or Plant Item Setup screens on the Details tab. By selecting an Area from this drop down box, users are able to associate an Area to one or more Items.

9.1 Setup an Area

Select Area from the main navigation menu

From the Setup Menu, click Area.

When the Area Screen appears, click New.

Enter the Area Name in the Name text box.

Enter the Area Description in the Description text box. (Optional)

Upload a file. (Optional)

Click Save.


9.2 Edit an Area


From the Area screen, select the Area you would like to edit.

Click Edit.

Enter the changes to the Area.

Click Save.

9.3 View an Area


Click on the Area you would like to view.

The Area details will appear in the top half of the screen.

9.4 Export Areas

The Export Option creates an Area Report that lists all Areas within the system and corresponding details.


Filter Areas (Optional)

Click Export

The Report will not include items that have been filtered out using the filter option on each of the column headings on the Area List screen.

Once the Report is created, the user can use the Report Toolbar to Search, View, Print and Save the Report in various formats. For information on Using the Report Toolbar, please reference the Report Toolbar section of the User Guide.

9.5 Add an Area attachment

Attachments can be added while editing the Area, or creating a new Area.



Click Save.


10 Class The Class Setup screen allows users to Add, Edit/Save or View Classes. This screen is accessed from the Setup Menu by clicking on the Class link or from the Class Add New link on the Instrument, Loop and Plant Item Setup screens in the Details tab. All entries setup on this screen will be listed in a drop down box, which will appear in the Instrument and Plant Item Setup screen on the Details tab. By selecting a Class from this drop down box, users are able to assign an Instrument or Plant Item a specific Class.

10.1 Setup a Class

From the main navigation menu select Class

When the Class Screen appears, click New.

Enter the Class Name in the Name text box.

Enter the Class Description in the Description text box. (Optional)

Click Save.

From the Instrument / Loop/ Plant Item Details Tab

When editing or creating a new Instrument/Loop/ Plant Item.

Click the “+” button...

Enter the Class Name in the Name box.

Enter the Class Description in the Description text box. (Optional)

Click Save.


10.2 Edit a Class

From the Setup Menu, click Class.

From the Class screen, select the Class you would like to edit.

Click Edit.

Enter the changes to the Class.

Click Save.

10.3 View a Class


Click on the Class you would like to view.


10.4 Export Classes

Clicking Export creates a Class Report that lists all data for every Class.


Filter Classes (Optional)

Click Export

If the user has not filtered the screen, and is viewing all items on that screen, then the Report generated will list all Classes in the system.



11 E-Sign Reason The E-sign Reason Setup screen allows users to Add, Edit/Save or View reasons that can be chosen from the Esign Reason dropdown menu when electronically signing for changes. This screen is accessed from the Setup Menu by clicking on the E-sign Reason link. This screen is only available if the E-Sign module is switched on.

11.1 E-sign Reason

From the main navigation menu select E-sign Reason

When the E-sign Reason Screen appears, click New.

Enter the E-sign Reason Name in the Name text box.

Enter the E-sign Reason Description in the Description text box. (Optional)

Click Save.

11.2 Edit a E-sign Reason

From the Setup Menu, click E-sign Reason.

From the E-sign Reason screen, select the E-sign Reason you would like to edit.

Click Edit.

Enter the changes to the E-sign Reason.

Click Save.

11.3 View a E-sign Reason


Click on the E-sign Reason you would like to view.



11.4 Export E-sign Reasons

Clicking Export creates an E-sign Reason Report that lists all data for every E-sign Reason.


Filter E-sign Reason (Optional)

Click Export

If the user has not filtered the screen, and is viewing all items on that screen, then the Report generated will list all E-sign Reasons in the system.

Once the Report is created, the user can use the Report Toolbar to Search, View, Print and Save the Report in various formats. For more information on Using the Report Toolbar, please reference the Report Toolbar section of the User Guide.

12 Plant The Plant Setup screen allows the user to Add, Edit or View Plants. It is accessed from the Setup Menu by clicking on the Plant link or from the “+” button beside the Plant drop down on the Instrument, Loop or Plant Item Setup screens in the Details tab. All Plants listed on the Plant Setup screen will be listed in the Plant drop down box on the Instrument and Plant Item Setup screens in the Details tab. By selecting a Plant from this drop down box, users are able to associate a Plant to one or more Items.

NB: This is for setting up the hierarchy within the plant structure, i.e. Utilities, Plant Air.


12.1 Setup a Plant

From the Setup Menu, click Plant.

When the Plant Screen appears, click New.

Enter the Plant Name in the Name text box.

Enter the Plant Description in the Description text box. (Optional)


Click Save.

12.2 Edit a Plant


From the Plant screen, select the Plant you would like to edit.

Click Edit.

Enter the changes to the Plant

Click Save.

12.3 View a Plant


Click on the Plant you would like to view.


12.4 Export a Plants

Clicking Export creates a Plant Report that lists all data for every Plant.


Filter Plants (Optional)

Click Export

If the user has not filtered the screen, and is viewing all items on that screen, then the report generated will list all Plants in the system.


12.5 Add a Plant attachment

Attachments can be added while editing the Area, or creating a new Area

While editing or adding, click the browse beside the file box.

Browse to the desired file and click open.

Click Save


13 Priority The Priority is the importance level of the item for example High, Low, Medium, Urgent etc. The Priority Setup screen allows the user to Add, Edit/Save or View Priorities. It is accessed from the Setup Menu, by clicking the Priorities link, or from the “+” button beside the Priority drop down on the Instrument, Loop or Plant Item Setup screens in the Routines tab. All Priorities listed on the Priority Setup screen will be listed in the Priority drop down box on the Work Order screens in the Details tab. By selecting a Priority from this drop down box, users are able to associate a Priority to a Work Order.

Note: This field is mandatory when issuing Work Orders.

13.1 Setup a Priority

From the Setup Menu

From the Setup Menu, click Priority.

When the Priority Screen appears, click New.

Enter the Priority Name in the Name text box.

Click Save.

From the Work Order Screen

When Issuing a Work Order.

Click the Add button.

Enter the Priority Name in the Name box.

Click Save.


13.2 Edit a Priority


From the Priority screen, select the Priority you would like to edit.

Click Edit.

Enter the changes to the Priority.

Click Save.

13.3 View a Priority


Click on the Priority you would like to view.


13.4 Export Priorities

Clicking Export creates a Priority Report that lists all data for every Priority.


Filter Priorities (Optional)

Click Export

If the user has not filtered the screen, and is viewing all items on that screen, then the report generated will list all Priorities in the system.



14 Routine Type An instrument cannot have two routines with the same routine type.

The Routine Type Setup screen allows the user to Add, Edit or View Routine Type. It is accessed from the Setup Menu, by clicking the Routine Descriptions link, or from the “+” button beside the “Description” drop down on the Instrument Loop or Plant Item Setup screens in the Routine Details tab.

All Routine Types will be listed in the “Name” drop down box on the Instrument/Loop/Plant Item Setup screens in the Routine-Values tab. By selecting a Routine Type from this drop down box, users are able to assign a Routine Type to a Routine.

Note: This field will be mandatory when creating Routines.

14.1 Setup a Routine Type

From the Setup Menu, click Routine Type.

When the Routine Type Screen appears, click New.

Enter the Routine Type Name in the Name text box.

If required defaults can be used that will be inherited by the routine when set up from the instrument, loop or plant item set up.

Click Save.

14.2 View a Routine Type


Click on the Routine Type you would like to view.


14.3 Export a Routine Type

The Export Option creates a Routine Types Report that lists all Routine Types within the system and corresponding details.


Filter Routine Types (Optional)

Click Export

If the user has not filtered the screen, and is viewing all items on that screen, then the Report generated will list all Routine Types in the system.



14.4 Edit a Routine Type


From the Routine Type screen, select the Routine Type you would like to edit.

Click Edit.

Enter the changes to the Routine Type.

Click Save.

14.5 Bulk Updating for Routine

The Bulk Update functionality provides the user with the ability to make changes in bulk from the Routine Type set up.

When a Routine Type is being saved after editing the user will be given the option of just applying this change to the Routine Type being edited or to update all associated routines that are not in Cycle.

Any associated routines that are marked as being in-cycle will not be updated.

If the user presses “Yes” on the Update window the routine type is updated and each routine that is based on that routine type is also updated provided that the routine is not currently in cycle.

A popup window will appear showing the user the routines that are in cycle and have not been updated

If the user presses “No” on the update window the routine type is saved as normal and the changes are not updated in individual routines.

If the user presses cancel the update window box closes without saving.


Note: Users need to be careful using this feature as all fields including fields left blank will be updated for all associated Routines.

14.6 Routine Defaults Details Tab

Defaults can be set up for each routine type and will then be used when that routine type is selected from the description field on the instrument, loop or plant item set up Routines tab.

The Interval field will dictate how many Days, Weeks, Months or Years are between each calibration the routine is assigned to.

The Priority dropdown menu is populated from the Set Up Menu.

The Estimated Time field is a guide line as to how long the calibration will take and is used in the calculation of the KPIs.

The Next Date Update dropdown is populated from the configuration setting by default but can be set for individual routines and routine types. The User can set the routine to Standard, Issued Date and Conducted Date, see configuration for further information.

Due in Future (Days) field is populated from the configuration settings by default but can be set for individual routines and routine types. See configuration for further information.

If the Critical checkbox is checked deviations will be created for this routine.

If the complete at entry checkbox is checked the Work Order will not be verified and will be completed when the Work Order is entered. If the Complete at Entry box is not checked a second user must verify the values being entered and any deviation associated to the Work Order.

If the out of cycle deviation is checked then a deviation will be created if the Work Order passes its due date. If the allowable overrun interval is set as X then the deviation will not be created unless the Work Order passes the due date plus the allowable over run until the deviation is created. E.g. Due date = 23/10 Allowable overrun interval = 2.


Once this Work Order is complete before the 25/10 a deviation will not be created.

If the General Work Sheet is checked then the values tab is not enabled.

SOP, Safety and Tasks can be assigned by using the arrow buttons or by dragging the desired title from the Available table to the Selected table.

14.7 Routine Default Values Tab

For the values tab to be enabled a loop or instrument calibration sheet must be selected. The user can setup the resolution, cal. points, tolerance type input and output ranges and tolerances used. The user can also configure the values table to allow the use of uncertainty (see description below ), point naming, output, adjust level and +/ tolerance values. The Calibrator checkbox is used for routines that will be downloaded to a remote calibrator and later uploaded back into the system.

Accredited Calibration

If option Accredited Calibration is checked then Display Uncertainty is automatically checked and can’t be unchecked unless Accredited Calibration is unchecked. In this case the uncertainty column will always appear.

If Accredited Calibration is checked and Conformity Assessment is then checked then Use Uncertainty is automatically checked and can’t be unchecked unless Conformity Assessment is unchecked. In this case conformity is stated when abs (deviation) + uncertainty is smaller or equal than the MPE

The user will have the option to display the MPE in upper or lower or a single +/- MPE column. The user will specify this by checking or unchecking the new Single MPE checkbox.

Conformity Assessment

Conformity Assessment will be checked by default. If only Conformity Assessment is checked then conformity is stated regarding deviation against the MPE.

If Conformity Assessment is not checked then conformity is not assessed.

If Conformity Assessment and Display Uncertainty are checked then conformity is stated regarding deviation against the MPE but the uncertainty column will be shown.


If Use Uncertainty is checked, then Conformity Assessment and Display Uncertainty are automatically checked. In this case conformity is stated when abs (deviation) + uncertainty is smaller or equal than the MPE.

If Conformity Assessment or Display Uncertainty is unchecked then Use Uncertainty is automatically unchecked. If only Display Uncertainty is checked then uncertainty column will be shown but it will not be used in assessment.

Use Uncertainty

When this is checked the Uncertainty values will play an active role in the calibration

Display Uncertainty

When this is checked the Uncertainty column will be active in the values grid

Point Naming

When this is checked the Point Name column is active and it allows the user to enter a free text value for each calibration point.

Unit Naming

When this is checked the Unit Name column is active and it allows the user to free text a unit for each of the calibration points. The input Unit will appear as default when select and can be changed, if output is selected then the Output Unit will appear.

There are 3 different type of tolerance types

Units

Tolerance Type = Units

Input Range 0 -200 ohms

Output Range 1 - 5 Volts

Input Resolution 2

Output Resolution 2

Process Tol = 1 Instrument Tol = 0.5

Cal Point Input Reading Error(V)

Output Lower Tolerance

Output Upper Tolerance

0.00 0.00 1.01 0.01 -0.02 0.02

50.00 50.00 2.02 0.02 -0.02 0.02

100.00 100.00 3.03 0.03 -0.02 0.02

150.00 150.00 4.01 0.01 -0.02 0.02

200.00 200.00 5.02 0.02 -0.02 0.02

The error calculation is found by output range/100 * instrument tolerance

1/200 = 5 * 10 -3(* 100)= 0.5%

4/100=0.04*0.5=0.02

process tol /input range = z

z * 100 = Error allowed in % for input


Output range/100 =w

Tolerance= w * error allowed in % for input

If the user’s value is greater than an error of 0.04 the instrument will fail

% Range

Tolerance Type=% Range

Input Range 0 -200 ohms

Output Range 4-20 mA

Input Resolution 2

Output Resolution 2

Process Tol = 1 Instrument Tol = 0.5

Cal Point Input Reading

Error % Range



0.00 0.00 4.09 0.56 -0.16 0.16

50.00 50.00 8.17 1.06 -0.16 0.16

100.00 100.00 12.17 1.06 -0.16 0.16

150.00 150.00 16.16 1.00 -0.16 0.16

200.00 200.00 20.00 0.00 -0.16 0.16

In this case the tolerances are calculated by

O/p range = 4 – 20 therefore e this is a span of 16

16/100 = .16 * 1(Process tolerance) = .16mA

16/100 = .16 * 0.5(Inst Tolerance) = 0.8mA

If the error is greater 0.16 mA a deviation will occur and the instrument will fail its calibration

% Test Point

Tolerance Type = % Test Point

Input Range 0 -80 DegC

Output Range 4 - 20 mA

Input Resolution 2

Output Resolution 2

Instrument tolerance =1

Process tolerance = 2

Cal Point Input Reading Error % Test Point



0.00 0.00 4.16 4.00 -0.08 0.08

20.00 20.00 8.08 1.00 -0.16 0.16

40.00 40.00 12.13 1.08 -0.24 0.24

60.00 60.00 16.00 0.00 -0.32 0.32

80.00 80.00 20.41 2.05 -0.40 0.40

In this case the error is calculated by looking at the test point. We will use o/p 3 as an example


12mA =expected result 12/100 = .12 * 2(process tol) = 0.24

12/100 = .12 * 1(inst tol) =0.12

If the error is greater than 0.24mA at test point three a deviation will be created and the instrument will fail


15 Safety A safety statement is a name of the Safety Permit or the Safety Plan required to carry out the calibration / maintenance activity. The Safety Statement Setup screen is accessed from the navigation tree and is used to Add, Edit or View Safety Statements.

All entries setup on this screen will be available to add to Routine Types and Routines.

15.1 Setup a Safety

From the Setup Menu, click Safety.

When the Safety Screen appears, click New.

Enter the Safety Name in the Name text box.

Enter the Safety Description in the Description text box. (Optional)


Click Save.

15.2 Edit a Safety


From the Safety screen, select the Safety you would like to edit.

Click Edit.

Enter the changes to the Safety.

Click Save.

15.3 View a Safety


Click on the Safety you would like to view.



15.4 Export Safety Statements

Clicking Export creates a Safety Report that lists all data for every Safety.


Filter Safeties (Optional)

Click Export


Once the Report is created, the user can use the Report Toolbar to Search, View, Print and Save the Report in various formats. For information on Using the Report Toolbar, please reference the Report Toolbar section of the User Guide

15.5 Add a Safety attachment

Attachments can be added while editing the Safety, or creating a new Safety.



Click Save.

15.6 Add and remove routine Safeties

Add Safeties to a Routine

Safeties can be added to the routine when editing the Routine, or creating a new Routine.

Beside the Safety list box, click the Add/Remove button.

A pop up screen will appear. On the left hand side there will be a list of Available Safeties. On the right hand side, there will be a list of Safeties that are already associated to the Routine.

To move available Safeties to the right hand side of the screen, click on that available Safety and then click the > button.

How to Remove Safeties from a Routine

Safeties can be removed from the routine when editing the Routine, or creating a new Routine.

Beside the Safety list box, click the Add/Remove button.

A pop up screen will appear. On the right hand side, there will be a list of Safeties that are associated to the Routine.

To remove available Safeties you must move it to the left hand side of the screen. To do that, click on the Safety you want to remove and then click the < button.


16 SOP A Standard Operating Procedure (SOP) is a set of written instructions that document a routine or repetitive activity followed by an organization to help ensure compliance with regulations. The SOP Setup screen is used to Add, Edit or View the selected Standard Operating Procedure references. It is accessed from the Setup Menu by clicking the SOP link or from the SOP Add button on the Instrument, loop and Plant Item Setup screens in the Routines Tab.

All entries setup on this screen will be available to add to Routine Types and Routines.

16.1 Setup an SOP

From the Setup Menu, click SOP.

When the SOP Screen appears, click New.

Enter the SOP Name in the Name text box.

Enter the SOP Revision(Mandatory)

Enter the SOP Description in the Description text box. (Optional)


Click Save.

16.2 Edit an SOP


From the SOP screen, select the SOP you would like to edit.

Click Edit.

Enter the changes to the SOP.

Click Save.


16.3 View an SOP


Click on the SOP you would like to view.


16.4 Export SOPs

Clicking Export creates an SOP Report that lists all data for every SOP.


Filter SOPs (Optional)

Click Export



16.5 Add an SOP attachment

Attachments can be added while editing the SOP, or creating a new SOP. The attachment can also be a URL link that brings the user into another web based system. The attachments for SOPs can be viewed at the Issue, Enter, Verify and complete stage of the Work Order. The system can be configured in the validation Rules to set if the attachments will be a URL or a link to an uploaded document.

While editing or creating an SOP, click the Browse button beside the File Name box.


Click Save.

16.6 Add and remove routine SOPs

Add an SOP to a Routine

SOPs can be added to the routine when editing the Routine, or creating a new Routine.

Beside the SOP list box, click the Add/Remove button.

A pop up screen will appear. On the left hand side there will be a list of Available SOPs. On the right hand side, there will be a list of SOPs that are already associated to the Routine.

To move available SOPs to the right hand side of the screen, click on that available Safety and then click the > button.


Remove an SOP from a Routine

SOPs can be removed from the routine when editing the Routine, or creating a new Routine.

Beside the SOP list box, click the Add/Remove button.

A pop up screen will appear. On the right hand side, there will be a list of SOPs that are associated to the Routine.

To remove available SOPs you must move it to the left hand side of the screen. To do that, click on the SOP you want to remove and then click the < button

17 Tasks, Faults, Causes and Fault Activities The Task Setup screen allows the user to Add, Edit or View Task Details, Fault details, Cause of Fault Details and Fault Activities Details. It is accessed from the Setup Menu by clicking the Task link or from the Instrument, Loop and Plant Item Setup screens in the Routines allowing the user to set up Tasks within a Routine.

When entering a Work Order the Result, Fault, Cause and Fault Activity cells are completed by default to Pass to help reduce the data entry time.

A Task is a description of an activity to be carried out during a calibration, maintenance or inspection routine, i.e. Seals, Oil Level, General Condition, etc. The Tasks can then be attached to Routines on the Routines tab of the Instrument, Loop and Plant Item Setup screens. User can choose the PM Work Sheet to have each task appearing on a row in a table when printing the work sheet.

A Fault is a description of the problem (fault) that has occurred for a task when carrying out a calibration, maintenance or inspection procedure. The Fault can be selected when entering Work Orders.

A Cause of Fault is a description of the cause of a problem (fault) that has occurred for a task when carrying out a calibration, maintenance or inspection procedure. The Cause of Fault can be selected when entering Work Orders.

A Fault Activity is a description of an action that can be performed to repair the problem in the field. The Activity can be selected when entering Work Orders.


17.1 Tasks

Setup and add a Task

From the Setup Menu, click Task

Click the New button beside the Task Box.

Enter the Task into the Name field that appears over the Task box.

Click Save.

Add a Task to a Routine

You will need to either be editing the Routine, or creating a new Routine.

Beside the Task list box, click the Add/Remove button.

A pop up screen will appear. On the left hand side there will be a list of available Tasks. On the right hand side, there will be a list of Tasks that are already associated to the Routine.

To move available Tasks to the right hand side of the screen, click on that available Task and then click the > button.

Add a task to a Work Order

You will need to be either Issuing or Entering a Work Order.

From the Tasks tab, select a Task from the Task drop down box. (If the Task you desire is not there, click the Show All check box. Then select your Task.)

Click the Add Task button.

Remove a Task from a Routine

You will need to either be editing the Routine, or creating a new Routine. Only added tasks can be removed during the entry stage.

Beside the Task list box, click the Add/Remove button.

A pop up screen will appear. On the right hand side, there will be a list of Tasks that are associated to the Routine.

To remove available Tasks you must move it to the left hand side of the screen. To do that, click on the Task you want to remove and then click the < button.

Edit a Task

From the Setup Menu, click Task.

Select the Task you would like to change

Click Edit

Enter the changes

Click Save


Export Tasks

Clicking Export creates a Tasks Report that lists all data for every Task.


Filter Tasks (Optional)

Click Export



17.2 Fault

Setup a Fault


Click the New button beside the Faults Box.

Enter the Fault into the Name field that appears over the Faults box.

Click Save.

Edit a Fault


Select the Fault you would like to change

Click Edit

Enter the changes

Click Save

Export Faults

Clicking Export creates a Faults Report that lists all data for every Fault.

From the Setup Menu, click Fault.

Filter Faults (Optional)

Click Export

Once the Report is created, the user can use the Report Toolbar to Search, View, Print and Save the Report in various formats. For more information on Using the Report Toolbar, please reference the Report section of the User Guide.

17.3 Cause

Setup a Cause


Click the New button beside the Causes Box.

Enter the Cause into the Name field that appears over the Causes box.

Click Save

Edit a Cause


Select the Cause you would like to change

Click Edit

Enter the changes

Click Save.


Export Causes

Clicking Export creates a Causes Report that lists all data for every Cause.


Filter Causes (Optional)

Click Export

Once the Report is created, the user can use the Report Toolbar to Search, View, Print and Save the Report in various formats. For more information on Using the Report Toolbar, please reference the Report section of the User Guide.

17.4 Fault Activities

Setup a Fault Activity


Click the new button beside the Fault Activities Box.

Enter the Fault Activity into the Name field that appears over the Fault Activities box.

Click Save

Edit a Fault Activity


Select the Fault Activity you would like to change

Click Edit

Enter the changes

Click Save

Export Fault Activities

Clicking Export creates a Causes Report that lists all data for every Cause.


Filter Fault Activities (Optional)

Click Export



18 Unit Note: This field will be mandatory when adding a Routine with values.

The Unit section contains all of the units of measure required for calibration for example mA, mbar, pH.

The Unit Setup screen allows the user to Add, Edit or View Units. It is accessed from the Setup Menu, by clicking the Units link. All Units will be listed in the Unit drop down box on the Instrument and Plant Item Setup screens in the Routine-Values tab.

18.1 Setup a Unit

From the Setup Menu

From the Setup Menu, click Unit.

When the Unit Screen appears, click New.

Enter the Unit Name in the Name text box.

Click Save.

18.2 Edit a Unit


From the Unit screen, select the Unit you would like to edit.

Click Edit.

Enter the changes to the Unit.

Click Save

18.3 Export Unit

Clicking Export creates a Unit Report that lists all data for every Unit.


Filter Units (Optional)

Click Export


The Report will not include items that have been filtered out.



19 Manufacturer The Manufacturer contains the details of the manufacturer that produces the instrument or plant item. The Manufacturer Setup screen allows the user to Add, Edit/Save or View Manufacturer Details. It is accessed from the Setup Menu by clicking the Manufacturer link or from the “+” button beside the Manufacturer drop down on the Instrument, Loop or Plant Item Setup screens in the Details tab.

All Manufacturers listed on the Manufacturer Setup screen will be listed in a Manufacturer drop down box on the Item Setup screens in the Details tab.

19.1 Setup a Manufacturer

From the Setup Menu

From the Setup Menu, click Manufacturer

On the Manufacturer screen, click New.

Enter in the Name

Enter in the remaining details (Optional)

Associate a Supplier (Optional)

Click Save

Note: The email and website address must be correct. They will become links once they are saved.


From the Instrument/Loop/ Plant Item Details Tab

When editing or creating a new Instrument/Loop/Plant Item

Click the “+” button.

Enter the Manufacturer Name in the Name box.

Enter the remaining details. (Optional)

Associate a Supplier (Optional)

Click Save.

19.2 Edit a Manufacturer


Select the Manufacturer you would like to change

Click Edit

Enter changes.

Click Save.

19.3 View a Manufacturer


Select the Manufacturer from the list and view the details in the top half of the screen.

19.4 Export Manufacturers

Clicking Export creates a Manufacturer Report that lists all data for every Manufacturer.

From the Setup Menu, click Manufacturer.

Filter Manufacturers (Optional)

Click Export



19.5 Associate a Supplier

You will need to either be editing the Manufacturer, or creating a New Manufacturer.

Beside the Supplier list box, click the Add/Remove button.

A pop up screen will appear. On the left hand side there will be a list of available Suppliers. On the right hand side, there will be a list of Suppliers that are already associated to the Manufacturer.

To move an available Supplier to the right hand side of the screen, click on that available supplier and then click the > button.


Remove an Associated Supplier

You will need to either be editing the Manufacturer, or creating a New Manufacturer.

Beside the Supplier list box, click the Add/Remove button.

A pop up screen will appear. On the right hand side, there will be a list of Suppliers that are associated to the Manufacturer.

To remove an available Supplier you must move it to the left hand side of the screen. To do that, click on the Supplier you want to remove and then click the < button.

20 Supplier The supplier of the equipment can be associated with the manufacturer of the equipment and this contains the supplier’s details. The Supplier Setup screen allows the user to Add, Edit/Save or View Supplier Details. It is accessed from the Setup Menu by clicking on the Supplier link or from the “+” button beside the Supplier drop down on the Instrument, loop and Plant Item Setup screens in the Details tab.

All entries setup on this screen will be displayed in a drop-down box, which will appear in the Instrument and Plant Item Setup screen on the Details tab.

20.1 Setup a Supplier

From the Setup Menu

From the Setup Menu, click Supplier

On the Supplier screen, click New.

Enter in the Name

Enter in the remaining details (Optional)

Associate a Manufacturer (Optional)

Click Save

Note: The email and website address must be correct. They will become links once they are saved.


From the Instrument / Plant Item Details Tab

You will need to either be editing or creating a new Instrument/Loop/ Plant Item.


Enter the Supplier Name in the Name box.

Enter in the remaining details. (Optional)

Associate a Manufacturer (Optional)

Click Save.

20.2 Edit a Supplier


Select the Supplier you would like to change

Click Edit

Enter changes.

Click Save.

20.3 View a Supplier


Select the Supplier from the list and view the details in the top half of the screen.

20.4 Export Suppliers

Clicking Export creates a Supplier Report that lists all data for every Supplier.

From the Setup Menu, click Supplier.

Filter Suppliers (Optional)

Click Export



20.5 Associate a Manufacturer

You will need to either be editing the Supplier, or creating a New Supplier.

Beside the Manufacturer list box, click the Add/Remove button.

A pop up screen will appear. On the left hand side there will be a list of Available Manufacturers. On the right hand side, there will be a list of Manufacturers that are already associated to the Supplier.

To move an available Manufacturer to the right hand side of the screen, click on that available Manufacturer and then click the > button.

Repeat Step 3 until you have the desired Manufacturers associated.


Remove an Associated Manufacturer

You will need to either be editing the Supplier, or creating a New Supplier.

Beside the Manufacturer list box, click the Add/Remove button.

A pop up screen will appear. On the right hand side, there will be a list of Manufacturers that are associated to the Supplier.

To remove an available Manufacturer you must move it to the left hand side of the screen. To do that, click on the Manufacturer you want to remove and then click the < button.

Repeat Step 3 until you have removed all the desired Manufacturers.

21 Item Type The Item Type is an acronym of the instrument type for example TT for Temperature Transmitter (When the type is selected during instrument setup the type description is added automatically from the type description but is editable). The Item Type Setup screen allows the user to Add, Edit or View Item Types. It is accessed from the Setup Menu by clicking the Instrument Type link or from the “+” button beside the type drop down on the Instrument, Loop or Plant Item Setup screens in the Details tab.

All Instrument Types listed on the Item Type Setup screen will be listed in a drop-down box on the Instrument, Loop and Plant Item Setup screens in the Details tab. A Specification Sheet can be allocated to each Item Type (See the Specification Sheet help section for more information).


21.1 Setup an Item Type

From the Setup Menu

From the Setup Menu, click Item Type.

Click the New button.

Enter an Item Type Name in the Name field.

Enter an Item Type Description in the Description field. (Optional)


Press Save to save your entry.

From the Instrument Item Details Tab

When editing or creating a new Instrument.


Enter the Item Type Name in the Name box.

Enter the Item Type Description in the Description text box. (Optional)


Click Save.

21.2 Edit an Item Type


From the Item Type screen, select the Item Type you would like to edit.

Click Edit.

Enter the changes to the Item Type.

Click Save.

21.3 View an Item Type


Click on the Item Type you would like to view.


21.4 Export Item Types

Clicking Export creates an Item Type Report that lists all data for every Item Type.


Filter Item Types. (Optional)

Click Export.


Once the Report is created, the user can use the Report Toolbar to Search, View, Print and Save the Report in various formats. For information on Using the Report Toolbar, please reference the Report Toolbar section of the User Guide


21.5 Upload a File to an Item Type

When editing the Item Type, or creating a New Item Type.



Click Save.

22 Specification Sheets The Specification Sheet Setup screen allows the user Add, Edit or View Specification Sheet headings for types. It is accessed from the Setup Menu by first clicking Item Type, selecting the Item Type you would like the Specification Sheet attached to and then clicking the Spec Sheet tab. The Spec. Sheet setup on this screen will be the Headings for the Spec Sheet for all Instruments, Loops or Plant Items that are assigned to that Item Type.

Headings are not editable per Instrument, Loop and Plant Item. Spec. Sheet Details content may be added per Instrument, Loop and Plant Item. You can access individual Instrument, Loop or Plant Item Spec Sheets by selecting the Spec. Sheet link on the Instrument, Loop and Plant Item Setup screen.

22.1 Setup a Specification Sheet for an Item Type


From the Item Type screen, select the Instrument Type you would like to add the Specification Sheet to.

Click the Specification Sheet tab.

Click the New button.

Enter the Heading Name into the Heading field and click Save.


22.2 Edit Specification Sheet Headings

Note: Any changes made to the Headings of a Specification Sheet will be done through the Instrument Type Setup screen. The changes made, will affect ALL Items (Instruments, Loops and Plant Items) that are assigned this Item Type.

From the Setup Menu, click Item Type

From the Item Type screen, select the Item Type with the Specification Sheet you would like to change.

Click the Specification Sheet button.

Select the Heading you would like to change

Click Edit.

Enter the changes to the Heading.

Click Save.

23 Instrument/Plant Item Note: Instrument and Plant Item screens and functionality are identical with the exception of the reference functionality for Instruments.

The Instrument Setup screen allows the user to Add, Edit or View Instruments. It is accessed from the Setup menu by clicking the Instrument link.

When a user sets up the first step of an instrument, only the Details and User Defined Fields tabs are enabled. The second step will be to add a Routine this is an optional step.

Pressing Cancel when either in the New Mode or Edit Mode will cancel all changes made and the screen will go into View Mode with all fields disabled.

Instruments are only available to Edit when none of the associated routines are within a Calibration Cycle.

23.1 Instrument List Screen

The Instrument List screens allow the user to add a new Instrument, select an Instrument to view and/or edit, and to see the Work Order History for any Instrument. It is accessed from the Setup Menu by clicking on the Instrument link and all fields are Read only in the grid. When the Company Department Filtering is ON and the User has Use Filtering ON the List Screen will be filtered on the Instruments Department. If the Company filtering is OFF or the user has the Use Filtering OFF, then all Instruments/Plant Items will be present in the list.


View the history of an Instrument

From the Setup Menu, click Instrument

Select an Instrument from the list

Select a record

Select the Show History check box

Click on View Work Order

To view a historical Work Order associated to the selected Instrument select the show history check box then choose a history record and then click on the View Work Order button. The Work Order will appear in View mode. All fields will be read only and will not be editable. The Graphing options will remain active, however the user will not be able to change the Values plotted on the Graph. The Export button will be available to Export any historical Calibrations Certificates.


Export Instrument lists

Clicking Export creates an Instrument Report that lists all data for every Instrument in the system.

From the Setup Menu, click Instrument.

Filter Instruments (Optional)

Click Export


If the user has not filtered the screen all Instruments in the system will appear in the Instrument Report.

Once the Report is created, the user can use the Report Toolbar to Search, View, Print and Save the Report in various formats. For more information on Using the Report Toolbar, please reference the Report Toolbar help section.


23.2 Details Tab

Any Instrument that has the Ref Instrument box checked will be treated as a Reference Instrument enabling the “Functions” tab and will appear in the Test Instrument drop down box on the References tab during the Issue and Enter stages of the work flow. The Serial No and Certificate Number fields will become mandatory for Reference Instruments. This does not prohibit the Calibration Sheets available for Routines. The Reference Type checkbox will not appear on the Plant Item and Loop setup screens.

In New or Edit Mode, the drop down lists will be available to select from. The contents of the drop down lists will be populated from their respective Setup screens. (For example, the contents of the Area drop down box will be populated by the Area List on the Area Setup screen.)

From the Details tab the user can add additional information relative to the device, i.e. Purchase and Control information as well as comments and the attaching of P&ID drawings and documents.

Note: The following characters, "/", "\", ":", "<", ">", "|", "?", "*", "!", are not accepted in the Instrument Tag Name

Setup an Instrument


Click New

Complete all mandatory fields

Return to the Item Details tab

Click Save

User will have the option to set up a Routine

Edit an Instrument


Select the Instrument from the list

Click Edit make required changes

Click Save

User will have the option to edit the Routine

Note: The Instrument cannot be edited if any of the associated routines are in a Work Order cycle, i.e. issued/entered.


Service Status:

This is a mandatory field during instrument setup and dictates the way the application shows the instrument. If the Pending Approval configuration is set to Yes then instruments will show a status of Pending Approval when configuration service status is set to Yes and the Inst. or Routine details have been edited

Open Maintenance: If assigned this status, the tag will appear on work screen when routine is due. An unplanned Work Order can be issued against the tag. Work request can be issued against this tag

Closed Maintenance / Quarantine: If assigned this status the tag will appear on the work screen if the tag has an in-cycle Work Order or work request against it.

Out of Service: If assigned a status of Out Of Service then issuing entering and verifying the instrument is prohibited

Pending Approval: If assigned a status of Pending Approval then issuing entering and verifying the instrument is prohibited This status is only available if the configuration setting for Pending Approval is set to yes.

Add an Attachment

Attachments can be added while editing the Instrument, or creating a new Instrument.

While editing or adding, click the Add button beside the Attachments box.

Click Browse.


Click Upload.

Then click Save as applicable to save the changes to the Instrument.


Remove an Attachment

Attachments can be added while editing the Instrument, or creating a new Instrument. To attach a file select the Browse button and navigate to the desired file.

Select the Attachment you would like to remove from the Attachments box.

Click Remove.

Then Click Save as applicable to save the changes to the Instrument.

View an Attachment

You will need to be editing, viewing or creating a new Instrument to view an Attachment.

From the Instrument Details tab, select the Attachment you would like to view from the Attachments box.

Click View.

The Attachment will automatically open in the associated application on your workstation.


23.3 User Defined Fields

This tab provides the user with a number of extra fields to allow them to provide additional data that may not be covered in the fields provided in the Item Details tab. The user defined fields are configurable by the Administrator in the Admin module.

23.4 Routines

A Routine is the collection of task instructions to be followed when carrying out a maintenance or calibration procedure on a specific Instrument/Loop/Plant Item. Each routine can have values associated to the selected routine. The Critical checkbox when checked will create a deviation if a Work Order is

Failed by the user

Failed by the results of the calibration

Failed by being calibrated outside the allowed time (Out of Cycle Deviation & Allowable Overrun Interval [days])

When unchecked no deviation will be created if the calibration or Work Order fails.

This tab shows the Routines linked to an Instrument, Loop or Plant Item. Users are permitted to Add, Edit or Remove Routines from the selected Instrument/Loop/Plant Item.

Note: A Routine can only be removed if there is no Work Order history attached to it.


The Routine Type field is mandatory when setting up a new routine. The dropdown menu is populated from the Routine Type link on the site navigation tree. On selecting a routine type all details of the routine type will be populated as per the Routine Type setup. The Last Date and Next Date fields will not be populated

Reference Section 14 Routine Type for further information on routine setup , values and tolerance type calculations

23.5 Graph

If the Routine does not have the required history to create a Graph, the Graph tab will be disabled. This tab will only be enabled for a Routine that has at least 2 completed Work Orders (and has Values to graph). The Graph plots the largest error from each of the historical Work Orders for the selected Routine Once the values on the graph are equal to or greater than 5 decimal places they are shown as an expediential function


23.6 Specification Sheet

Specification sheets can be edited for individual Instruments. This is done by clicking on the Spec. Sheet tab on the Instrument Setup screen and adding the information into the right-hand fields. The headings on the left-hand column will have been setup in the Item Type setup screen. If these headings have not been set up then spec. sheet headings will not be available.


23.7 Function (Adding Functions)

The function tab is activated when the reference checkbox is checked during Instrument setup. All functions set up on this tab will appear in the Function dropdown menu in the reference section of the workflow. Populating the Function tab allows the user to add all functions of a multi-purpose calibrator to the system, i.e. mA Source, Pressure/Temperature Source, Volt Meter. On attaching reference to a calibration the user can specify how the reference is being used.

Setup a Function

Click New Function

Enter the Function into the Function text field

Enter the Accuracy into the Accuracy text field

Click Save Function


24 Loops The loop set up is similar to the instrument set up for the type of information that is required in the “Item Details”, “User Fields” and the “Spec. Sheet” tabs. The difference will be the addition of the Components tab and having an extra field on the routines tab to add or remove components from routines. A Loop can have the same tag as an instrument.

The loop entry uses the same rules as instrument set up to calculate errors and when parameters are exceeded. The component tolerance will perform the same as the instrument tolerance with the error being displayed as red if it exceeds the lower or upper tolerance limits. Each component will have specific reading values to be entered when the Work Order is being entered by the user.

Loops cannot be issued without associated components

Loops cannot be issued if the component or components associated to the selected loop are switch points.

Loops are only available to edit when none of the associated routines are within a Work Order cycle, i.e. issued or entered.

24.1 Loop List Screen

The Loop List screens allow the user to add a new Loop, select a Loop to Edit or View and to see the Work Order History for any Loop. It is accessed from the Setup Menu by clicking on the Loop link. This is a listing and all fields are Read only. When the Company Department Filtering is ON and the User has Use Filtering ON the Loops Screen will be filtered on the Loops Department. If the Company filtering is OFF or the user has the Use Filtering OFF, then all Loops will be present in the list.


View the history of a Loop

From the Setup Menu, click Loop

Select an Loop from the list

When the Show history option is selected the history will appear in the bottom half of the screen

Select the required loop history record and click on the View Work Order button to view a historical Work Order associated to the selected Loop. The Work Order will appear in View mode. All fields will be read only and will not be editable. The Graphing options will remain active, however the user will not be able to change the Values plotted on the Graph. The Export button will be available to Export any historical Calibrations.

24.2 Export Loops

Clicking Export creates a Loop Report that lists all data for every Loop in the system.

From the Setup Menu, click Loop.

Filter Loops (Optional)

Click Export


If the user has not filtered the screen all Loops in the system will appear in the Loop Report.

Once the Report is created, the user can use the Report Toolbar to Search, View, Print and Save the Report in various formats. For information on Using the Report Toolbar, please reference the Report Toolbar help section.


24.3 Details Tab

In New or Edit Mode, the drop down lists will be available to select from. The contents of the drop down lists will be populated from their respective Setup screens. (For example, the contents of the Area drop down box will be populated by the Area List on the Area Setup screen.)

From the Details tab the user can add additional information relative to the device, i.e. Purchase and Control information as well as comments and the attaching of P&ID drawings and documents.

Note: The following characters, "/", "\", ":", "<", ">", "|", "?", "*", "!", are not accepted in the Loop Tag Name

Setup a Loop


Click New

Complete all mandatory fields

Return to the Item Details tab

Click Save

Edit a Loop


Select the Loop from the list

Click Edit make required changes

Click Save

Note: The Loop cannot be edited if any of the associated routines cannot are in a Work Order cycle, i.e. issued.


Service Status:

This is a mandatory field during Loop setup and dictates the way the application shows the Loop. If the Pending Approval configuration is set to Yes then Loops will show a status of Pending Approval when configuration service status is set to Yes and the Loop or Routine details have been edited

Open Maintenance: If assigned this status, the tag will appear on work screen when routine is due. An unplanned Work Order can be issued against the tag. Work request can be issued against this tag

Closed Maintenance/Quarantine: If assigned this status the tag will appear on the work screen if the tag has an in-cycle Work Order or work request against it.

Out of Service: If assigned a status of Out Of Service then issuing entering and verifying the instrument is prohibited

Pending Approval: If assigned a status of Pending Approval then issuing entering and verifying the instrument is prohibited This status is only available if the configuration setting for Pending Approval is set to yes.

Add an Attachment


While editing or adding, click the Add button beside the Attachments box.

Click Browse.


Click Upload.

Then click Save as applicable to save the changes to the Instrument

Remove an Attachment


To attach a file select the Browse button and navigate to the desired file.

Select the Attachment you would like to remove from the Attachments box.

Click Remove.

Then Click Save as applicable to save the changes to the Instrument.

View an Attachment

You will need to be editing, viewing or creating a new Instrument to view an Attachment.

From the Instrument Details tab, select the Attachment you would like to view from the Attachments box.

Click View.

The Attachment will automatically open in the associated application on your workstation.


24.4 User Defined Fields

This tab provides the user with a number of extra fields to allow them to provide additional data that may not be covered in the fields provided in the Item Details tab. The user defined fields are configurable by the Administrator in the Admin module.

24.5 Routines

A Routine is the collection of task instructions to be followed when carrying out a maintenance or calibration procedure on a specific Instrument/Loop/Plant Item. Each routine can have values associated to the selected routine.

This tab shows the Routines linked to an Instrument/Loop/Plant Item. Users are permitted to Add, Edit or Remove Routines from the selected Instrument/Loop/Plant Item. When the Critical checkbox is checked deviations will be created if the loop fails, if the box is unchecked deviations will not be created

Note: A Routine can only be removed if there is no Work Order history attached to it.


The Routine Type field is mandatory when setting up a new routine. The dropdown menu is populated from the Routine Type link on the site navigation tree. On selecting a routine type all details of the routine type will be populated as per the Routine Type setup. The Last Date and Next Date fields will not be populated

The Component field is mandatory during routine setup. Compnents must be set for each loop in order to completet the routine.

Reference section 26.3 Components for further information.

Reference Section 14 Routine Type for further information on routine setup , values and tolerance type calculations

24.6 Components (Non Switch)

A component can have the same tag as an instrument but when saving the user will receive a message informing them if they wish to proceed and finish setting up the component. A component can have the same tag as the loop but not the same tag as a component.

Each component will have its own specific tolerance and range values that will be used to calculate the required readings for each component.

If the Loop Calibration Sheet is selected during routine setup then at least one non-switch point component must be assigned to the routine.

All components setup in this tab will appear in the Component Available field during routine setup.

Reference the Work Order Values and Calculations for further information on Values and Calculations.


24.1 Components (Switch)

All components setup in this tab will appear in the Component Available field during routine setup. By selecting the Switch checkbox during component setup the user activates additional fields, Setting, Alarm Setting and Action. During the workflow all switched components will appear in the Switch Point tab.

Graph

If the Routine does not have the required history to create a Graph, the Graph tab will be disabled. This tab will only be enabled for a Routine that has at least 2 completed Work Orders (and has Values to graph). The Graph plots the largest error from each of the historical Work Orders for the selected Routine


24.2 Specification Sheet

Specification sheets can be edited for individual Loops. This is done by clicking on the Spec. Sheet tab on the Loop Setup screen and adding the information into the right-hand fields. The headings on the left-hand column will have been setup in the Item Type setup screen. If these headings have not been set up then spec. sheet headings will not be available.


25 Work Screen This screen lists all Routines (Planned & unplanned routines for Instruments, Loops and Plant Items) that are Due, Overdue, Issued, Entered, Cancelled, Rejected, Reverted, Entered/Reverted. From this screen, users can filter the Routines by selecting the filters at the top of the screen. The data columns can be sorted in ascending or descending order by clicking the header of the column. Routines can also be filtered by date by selecting the Use Dates check box and entering a start date and an end date. The routines can also be viewed from the Work Screen by pressing the Magnifying Glass icon, this brings the user directly to the routine details tab. When Company Department Filtering is ON and the User has Use Filtering ON, the Work Screen will be filtered on the Items Department. When the Company Department Filtering is OFF or the User has the Use Filtering OFF, the Work Screen will display all Instruments/Loops/Plant Items.

25.1 Show History

History can be viewed at the bottom section of the screen by selecting a tag, selecting the “Show History” check box. The grid gives a high level overview and the Work Order details can be viewed by double clicking on a historical record. The completed Work Order is opened in view only mode and cannot be edited as this is historical data. The history grid can be hidden from view by deselecting the “Show History” check box. When the screen is first launched the “Show History” check box is not selected.


25.2 Work Screen Functionality

Issue Planned

Routines at a status of Due or Overdue can be issued from the work screen by selecting the routine and clicking on the Issue button, this will change the status to “Issued”. When the Work Order is issued the calibration sheet associated to the selected routine will appear (Preview Checked). The calibration sheet can also be printed from the Work Order screen using the export function. This allows the user to print a calibration sheet in the event that calibration sheet has become damaged or lost.

Enter Data

Routines at a status of Issued can then be entered from the work screen by selecting an item with a status of Issued and clicking on the Enter button. Then the Work Order details and values can be entered, the status of the routine will then change to Entered. Routines with the “Complete at Entry Stage” check box selected will be completed after the data is entered.

Verify Data

Routines with a status of Entered can then be verified from the work screen by clicking on the Verify Button. Then the Work Order details and values can be checked and verified completing the Work Order cycle.


25.3 Filters

Users can set up defined filters that can be used privately or made public for all other users to see.

Set up a new filter

Filters can be set up using a combination of 5 different fields, i.e. Instruments and Loops that are due and overdue.

Click the View button from the work screen

Click New.

Make your filter selections.

Name the filter and click save.

Set up a default filter

Users can set up their default filter that the system will use on all subsequent logins.

Click the View button from the work screen

Make your filter selections.

Click Save as Default and click save.


26 Work Request The Work Request Screen is accessible from the Work Schedule section of the main navigation menu, but only if the Application has the Work Request Module enabled. The Screen will consist of two tables. The first table which will always be visible and contains a list of all Instruments, Plant Items and Loops within the system. The second table which will appear by selecting the Show History checkbox. This will show a grid of the Work Order History of the Item currently selected in the first table.

The user will select a particular item from the grid and click the issue button (If the user has Work Request Issue privileges). This will transfer the user to the Work Request Issue Page. On this page the user will select a user to issue the work request against. The close out date and maintenance required fields will be mandatory. The Routine name and Activity will be defaulted to “Work Request”. Upon clicking of the Issue Button, a work request will be created and it will be assigned a Work Request Number in the “W/48/07/0001” format (W- Work Request, 48- Week Number, 07 – Year, 0001 – Work Request Number for that week).

The Issued Work Request will be viewable from the Work Screen. The Work Request will have a Name “Work Request” and a status of “Requested”. Upon selecting of a Work Request Item from the Routines Grid, the Enter Button will become active and the Issue and Verify Buttons will become Inactive


Upon clicking of the Enter Button the user will be transferred to Work Request Entry Page. On this Page the user will have either 1 or 3 Options. If the User has Approve Work Request privileges the user will have three entry options. 1. Cancelled, 2. Enter Work Request and 3. Approve Unplanned.

For Users with the full privileges the 3 options are as follows:

Option1. The user checks the cancelled box. Upon clicking of the Enter Button, the Work Request is marked as cancelled and saved. The user is returned to the Work Screen. The Work Request will no longer appear in the Work Screen routines grid but will be saved in the Items History records.

Option2. The user checks the Enter Work Request box. If this box is checked then the user must fill in all required fields before clicking the Enter Button. Upon clicking of the Enter Button, the Work Request is marked as complete and saved. The user is returned to the Work Screen. The Work Request will no longer appear in the Work Screen routines grid but will be saved in the Items History records.

Option3. The user checks the Approve Unplanned box. Upon clicking of the Enter Button, the Work Request is marked as complete and saved. An unplanned Work Order is issued using the existing issued fields from the Work Request except the Work Order’s Activity field is set to “Unplanned Work Order” and the Issued Date is set to the current days date. The Routine’s name is set to Unplanned. The user is returned to the Work Screen. The Work Request will no longer appear in the Work Screen routines grid but will be saved in the Items History records. The newly issued Unplanned Work Order will now appear in the Work Screen.

When a user selects this Unplanned Work Order from the Grid and clicks the Enter Button, the user is transferred to the Work Order Edit page. The Work Request that this Unplanned Work Order was generated from will be displayed at the top of the page. The functionality for this Unplanned Work Order will not change from the existing functionality got Unplanned Work Orders.


27 Issue Work Orders Issuing a Work Order is the beginning of the workflow within the application. Work Orders can be issued in a number of ways, Issue (Planned), Issue Unplanned, and Issue in Bulk

27.1 Issue (Planned)

All overdue routines and routines that are due within 14 days (configurable) of the current date will appear on the work screen. If the current date is greater than the routine next date then it will appear on the work screen with a status of overdue. The user can then issue the routine by selecting it in the grid and clicking the issue button.

Details

The Details tab contains information added to the Instrument during Setup and remains read only throughout the work flow. The Issued to, Priority, Activity and Current Location dropdowns are editable at issue stage. The Current Location field is populated with the contents of the Area table, editable from the setup section of the site navigation tree. Editing this field during the issue stage of the workflow will update the Current location column on the work screen for this Work Order. This field editable throughout the Work Flow.

Note: Print Label button only enabled at the Enter, Verify and Deviation stages, and also from the history.

Tasks

The Tasks tab displays the tasks associated with the Routine that is being issued. The “Tasks” drop down shows all of the tasks that are associated to all of the routines set up for the selected tag. This list may hold more tasks than are associated to the selected routine. New tasks can be added by selecting the task and clicking the add task button. Once a Task has been successfully added to the Task List, a message will appear notifying the user. If the “Tasks” drop down does not contain the require task to add then the “Show All” check box can be selected to display the full list of available tasks.


References

From the Configuration section of the application the user can select if the reference instrument is to be a mandatory field at the Issue stage or the Enter stage but can be added at either. The user selects the Test Instrument and the screen is populated with that Instrument’s Description, Certificate No., Functions, Traceability, Accuracy, Serial, and Due Date. Once the user has selected the desired Test Instrument, the Function box will populate that Instrument’s Functions.

The Accuracy will populate once the user has selected the Function being used for this Work Order. The User can select the same Test Instrument from more than one of the available test Instrument drop down allowing different functions to be associated to the Work Order.

All Functions setup on the Function tab of the Test Instrument will appear in the Function drop down box when that Instrument has been selected. The system will prevent the user from selecting a test instrument that is in cycle. The system will display a message to the user if the selected Test Instrument is overdue but will allow it to be selected. The test instrument can be added at the issue or enter stage depending on the setting in the configuration.


Values Tab

The Values tab displays the values and tolerances setup during routine setup, all fields are read only and cannot be edited until the Routine is at the Enter stage of the Workflow.

27.2 Issue Work Order – Unplanned

Issue unplanned work screen

The Issue Unplanned Work Screen will display a list all Instruments and plant items with a service status of “Open Maintenance” or “Closed Maintenance”, “Out of Service” Instruments and plant items will not show on this list. When Company Department Filtering is ON and the User has Use Filtering ON, the unplanned Work Order Screen will be filtered on the Items Department. When the Company Department Filtering is OFF or the User has the Use Filtering OFF, the unplanned Work Order Screen will display all relevant Instruments/Loops/Plant Items.

The selected tag will appear in a read only box and a routine drop down box will populate with a list of all routines associated to the selected Instrument/Plant item and a default N/A selection. The Routines may or may not be in cycle, or may or may not be due or overdue.

The user can then select a routine to be issued.

The user can also setup user defiined filtering and view the Work History for each of the routines from the Issue Unplanned workscreen. See section 25 Work Screen for details on the Show History user defined filtering functionality.


Issue Unplanned

The Issue Unplanned details tab contains the same functionality as the Issue Planned details tab with additional fields, Close Out Date, Maintenance Required and Maintenance Conducted. The Close Out date and Maintenance Required fields are mandatory at the Issue stage of the Work Order. Maintenance Conducted is not editable.

The Task, Reference and Values tabs (where applicable) have the same layout and functionality as a planned Work Order at the issue unplanned stage.


27.3 Issue in Bulk – Planned

Users can Issue multiple planned Routines from the Issue in Bulk Work Screen at one time. Select the Issue In Bulk option from the Work Schedule menu, the Issue In Bulk Work Screen will display all Instruments with a Due or Overdue status (including any Cancelled or Rejected Work Orders) within the specified dates.

When Company Department Filtering is ON and the User has Use Filtering ON, the Issue in Bulk Screen will be filtered on the Items Department. When the Company Department Filtering is OFF or the User has the Use Filtering OFF, the Issue in Bulk Screen will display all relevant Instruments/Loops/Plant Items.

Instrument and Routines in cycle or with a Closed Maintenance or Out of Service status will not appear on this screen. Not Due routines will not appear with the default date selections. But if an “End Date” in the future greater than 14 days (configurable) is selected then the routines that fall in between these dates will appear.

The user may then narrow down the displayed Routines by using the filter function. Once the screen has been filtered the user can click Issue. Clicking Issue opens a popup window asking the user for confirmation for issuing the selected routines. Clicking “Yes” in the popup will Issue all Routines that are displayed on the screen to the selected user. If the user clicks “No” in the popup window the bulk issuing will not take place and the user will have the opportunity to select a different set of Routines for bulk issue.

By checking the Preview checkbox before pressing issue the user will be presented with a popup window containing calibration certificates for all items issued

The user can produce an Issue in Bulk report of the filtered criteria by pressing the export Button.

Once the Report is created, the user can use the Report Toolbar to Search, View, Print and Save the Report in various formats. For information on Using the Report Toolbar, please reference the Report Toolbar help section


28 Enter Work Order Users can Enter Issued Items by selecting the Instrument/Loop/Plant Item from the Work Screen and clicking the Enter button.

28.1 Details- Planned Work Order

On the Details tab, the ‘Data Entry By’ field will display the name of the user logged onto CompuCal. The Data Entry By Date will contain the current date and will be Read only.

The Current Location field is populated with the contents of the Area table, editable from the setup section of the site navigation tree. Editing this field during the Enter stage of the workflow will update the Current location column on the work screen for this Work Order (Complete on Entry Unchecked)

The Labels Updated Yes or No is a mandatory field when entering a Work Order.

The Certificate No. is editable and mandatory during the entering of a reference instrument

The user can choose to fail the calibration by selecting Failed by User Yes radio button. The work will be deemed to have failed and a deviation will be created with a message stating that the Work Order was failed by the user.


28.2 Label Priting

Label printing is available at the Enter, Verify, Deviation and historical Work Order screens. Users can choose to print standard formats or Small formats

After clicking the Print button the preview below will appear and the user can choose the printer.

The (+3) displayed in the preview is the Allowable Overrun in days taken from the Routine set up. The 021 displayed is taken from the User Field 1, this is a configurable title and can be called


Details- Unplanned Work Order

On the Details tab, the ‘Data Entry By’ field will display the name of the user logged onto CompuCal. The Data Entry By Date will contain the current date and will be Read only. The maintenance Conducted field is mandatory during the Enter stage. See section 28.1 for detail of the other editable fields on the details tab.

When the user has entered all required details they click the Enter button

28.3 Tasks

The Tasks tab displays the tasks associated with the Routine that is being entered.

Tasks are completed by selecting the Tasks and then clicking the Result button.


28.4 Task Results

This is launched by selecting the “Result” button and is used to change the result of any task in the grid. The user will need to complete a series of drop down boxes, Outcome, Fault, Cause of Fault, Fault Activity and Performed By to record the results of the task.

The system will enter default values into each field and automatically fills the Performed By with the name from the “Conducted By” field.

28.5 References

The user selects the Test Instrument and the screen is populated with that Instrument’s Description, Certificate No., Functions, Traceability, Accuracy, Serial, and Due Date. Once the user has selected the desired Test Instrument, the Function box will populate that Instrument’s Functions.

The Accuracy will populate once the user has selected the Function being used for this Work Order. The User can select the same Test Instrument from more than one of the available test Instrument drop down allowing different functions to be associated to the Work Order.

All Functions setup on the Function tab of the Test Instrument will appear in the Function drop down box when that Instrument has been selected. The system will prevent the user from selecting a test instrument that is in cycle. The system will display a message to the user if the selected Test Instrument is overdue but will allow it to be selected. The test instrument can be added at the issue or enter stage depending on the setting in the configuration.


28.6 Values

Note: This tab is disabled if the Routine is using a Worksheet of General Work Sheet.

If the Routine being entered has an instrument calibration sheet or a Loop calibration sheet selected then the Values tab will be visible.

The Values tab displays calibration points for an Instrument/Loop/Plant Item. The user can enter values for those points and CompuCal will calculate if a value is outside the allowed tolerance level for a point.

If the error exceeds the instrument tolerance then it will change color to amber. If the error exceeds the process tolerance then it will change color to red. If a routine is set to critical and the process tolerance is exceeded then the system will automatically create a deviation. This deviation will be received by pre-determined Recipients.

28.7 Stock Used

This tab allows the user to enter information about the stock used during the course of carrying out the Routine. Users can add multiple Stock Items by clicking the Add Stock Item button. The information on this tab can be used to tracks costs.

28.8 Time Taken

The time taken tab is used to keep track of the time taken, by different employees, to complete the Work Order. The Users drop down box is populated with entries from the Users table. The time textboxes are for entering the time in hours to complete the Routine.


28.9 Graph

Note: This tab is disabled if the Routine is using a General Work Sheet.

The graph tab displays the graph associated with the Work Order. The Graph plots Before Errors and After Adjustment Errors (if used) and the Instrument and Process Upper and Lower Tolerances.

The Graph is configurable on this page. Users can view different mappings by checking or unchecking the boxes on the Graph Menu. Users can also change the type of Graph or where the points label is located.

28.10 Cancel Work Orders at Entry

If the cancelled check box is selected the user will be forced to enter comments to explain why the Work Order needed to be cancelled. The routine will appear on the work screen as Due/Cancelled or Overdue/cancelled.

A label of CANCELLED will be placed on the Work Order screen in history and when the associated work sheet is printed a label CANCELLED will appear in the header of the work sheet.

If the Work Order is cancelled at the entry cycle the certificate will NOT go to the verify screen. The setup screen will become editable and the next date will NOT move forward. The user can then edit the details as required on the setup screen and re-issue the calibration. Cancelled Work Orders will not appear in historical reports or on historical graphs.


28.11 Deviation

Reference Work Order Values and Calculations for further information on Values and Calculations.

The Deviation tab displays the details associated with a deviation. It is only enabled when a Deviation (Discrepancy Report) is created. Deviations will only occur if the Critical checkbox is checked on the Routine. Deviations do not occur for Non-Critical Routines regardless of Out of Tolerance Values, or Overdue status.

The messages that appear in the Deviation Description box are automatically filled by the system. The messages will change depending on the cause of the deviation, eg.

Errors based on (before and after) errors.

Grace period has exceeded (out of cycle deviation).

Failed by the user.


The Reason for the Deviation will be detailed in the Deviation Description textbox.

If an out of process tolerance deviation is generated the description will note if it occurred either Before or After Adjustment, which Cal Point, the indicated value and the allowed Upper and Lower allowed Values. Example: “AFTER Adjustment Calibration Instrument Bench #81, Line 2, has exceeded the allowed tolerance. The indicated value was 7.99 (Lower Tol: 8.00, Upper Tol: 9.00)”

If the Deviation was caused because it was calibrated after the due date, the description will note the frequency of scheduled calibration, and how long overdue it was. Example: “The Work Order has exceeded its grace period. It was calibrated 2 days after its normal calibration date.”

If the Deviation was caused by the user marking the Calibration as Failed, it will be noted in the description. Example: “The Work Order has been failed by the user.”

Workflow for Work Orders with a deviation associated

Deviations generated at entry stage for a routine that is complete at the entry stage. In this case the routine will be completed after the entry stage and its next date will be updated. The Work Order will move to the “Clear Deviation” screen. The deviation can only be cleared by a different user than the “Data Entry by” or “Conducted By”.

Deviations generated at verify stage for a routine that is not complete at the entry stage. In this case the routine will be completed at the verify stage and its next date will be updated. If the deviation was not cleared at the verify stage then the Work Order will move to the “Clear Deviation” screen. The deviation can only be cleared by a different user than the “Data Entry by” or “Conducted By”.


29 Verify Work Order Note: Users are not allowed to Verify Work Orders that they Entered. All Unplanned Work Orders must be Verified to complete the cycle.

To Verify the details of a Work Order, the user selects a Routine that has been Entered from the list on the Work Screen and clicks the ‘Verify’ button. The Work Order screen is displayed with details that were entered. Only the Details tab will contain editable fields. All other tabs have their fields disabled and will be Read Only. The Deviation tab is enabled only if there was a Deviation/Discrepancy Report created for the Work Order. The Current Location field is populated with the contents of the Area table, editable from the setup section of the site navigation tree. Editing this field during the Enter stage of the workflow will update the Current location column on the work screen for this Work Order (Complete on Entry Unchecked)

29.1 Details- Planned and Unplanned Work Order

On the Details tab, the ‘Verified By’ field will display the name of the user logged onto CompuCal and the Verified By Date will contain the current date. Once the details have been examined and any additional information has been entered, the user will then click the Verify button.

Unplanned: The unplanned works the same way as the planned with the only difference being that extra fields appear for unplanned Maintenance Required, Maintenance Conducted and Close Out Date.


29.2 Tasks

The Tasks tab displays the tasks associated with the Routine that have been Entered. The details in this tab are read only at the verify stage.

29.3 References

Displays the details of the references selected at the entry stage the tab will be enabled for Instrument Calibration Sheet routines but all details are read only. This Tab will not be enabled for “General Work Sheet” routines.

29.4 Values

Note: This tab is disabled if the Routine is using a Worksheet of General Work Sheet.

If the Routine being Verified has ‘Use Values’ checked (on the Routine Details screen), then the Values tab will be visible. The Values tab displays calibration points for an Instrument/Plant Item that were entered during the Enter stage. This will be read only at the Verify Stage.

29.5 Stock Used

This tab allows the user to Verify the information that was entered about the stock used during the course of carrying out the Routine.

29.6 Time Taken

The time taken tab is used to keep track of the time taken, by different employees, to complete the Work Order. The Users drop down box is populated with entries from the Users table. The time textboxes are for entering the time in hours to complete the Routine.

29.7 Graph

Note: This tab is disabled if the Routine is using a Worksheet of General Cal Cert.

The Graph plots Before Adjustment Errors, After Adjustment Errors (if used), Instrument Tolerance, Process tolerance.

The Graph is configurable on this page. Users can view different mappings by checking or un-checking the boxes on the Graph Menu. Users can also change the type of Graph or where the points label is located.


29.8 Reject/Revert Work Orders at Verify

If the rejected check box is selected the Verify comments will become mandatory in order to explain why the Work Order needed to be rejected. On pressing Verify a popup message is the displayed to the user.

On pressing “Yes” to Revert the Work Order, an email will be sent to the user listed in the “Data Entered By” field. This will notify the user that the Work Order that they previously entered has been Reverted with details of the Work Order number and who reverted it.

The Work Order will appear on the work screen with a status of “Reverted”.

The user will then be able to edit the details of the Work Order and will be required to enter Entry comments. The Work Order will appear on the work screen with a status of “Entered/Reverted”

On pressing “No” the user will Reject the Work Order and the routine will appear on the work screen as Due/Rejected or Overdue/Rejected. Unplanned Work Orders that are rejected will not appear on the work screen and will be saved in history.

A label of REJECTED will be placed on the Work Order screen in history and when the associated work sheet is printed a label REJECTED will appear in the header of the work sheet.

The setup screen will become editable and the next date will NOT move forward. The user can then edit the details as required on the setup screen and re-issue the calibration. Rejected Work Orders will not appear in historical reports or on historical graphs.

29.9 Deviation

The Deviation tab displays the details associated with a deviation. It is only enabled when a Deviation (Discrepancy Report) is created. Deviations will only occur if the Critical checkbox is checked on the Routine. Deviations do not occur for Non-Critical Routines regardless of Out of Tolerance Values, or Overdue status.

The messages that appear in the Deviation Description box are automatically filled by the system. The messages will change depending on the cause of the deviation, eg.

Errors based on (before and after) errors.

Grace period has exceeded (out of cycle deviation).

Failed by the use.


The Reason for the Deviation will be detailed in the Deviation Description textbox.

If it is an out of process tolerance deviation is generated the description will note if it occurred either Before or After Adjustment, which Cal Point, the indicated value and the allowed Upper and Lower allowed Values. Example: “AFTER Adjustment Calibration Instrument Bench #81, Line 2, has exceeded the allowed tolerance. The indicated value was 7.99 (Lower Tol: 8.00, Upper Tol: 9.00)”

If the Deviation was cause because it was calibrated after the due date, the description will note the frequency of scheduled calibration, and how long overdue it was. Example: “The Work Order has exceeded its grace period. It was calibrated 2 days after its normal calibration date.”

If the Deviation was caused by the user marking the Calibration as Failed, it will be noted in the description. Example: “The Work Order has been failed by the user.”

Workflow for Work Orders with a deviation associated

Deviations generated at entry stage for a routine that is complete at the entry stage. In this case the routine will be completed after the entry stage and its next date will be updated. The Work Order will move to a status of “Deviation” and will move to the “Clear Deviation” screen. The deviation can only be cleared by a different user than the “Data Entry by” or “Conducted By”.

Deviations generated at verify stage for a routine that is not complete at the entry stage. In this case the routine will be completed at the verify stage and its next date will be updated. If the deviation was not cleared at the verify stage then the Work Order will move to a status of “Deviation” and will move to the “Clear Deviation” screen. The deviation can only be cleared by a different user than the “Data Entry by” or “Conducted By”.


30 Clear Deviation If a deviation is raised for a Work Order it can be cleared during the verification of the Work Order, using Clear Deviation option in the Work Schedule menu or by clicking on the deviation tab in the Work Order history.

When Company Department Filtering is ON and the User has Use Filtering ON, the Clear Deviation Screen will be filtered on the Work Orders Department. When the Company Department Filtering is OFF or the User has the Use Filtering OFF, the Clear Deviation Screen will display all relevant Work orders.

The user can decide to clear the deviation at the Verify stage by clicking the "Clear Deviation" check box which will enable the "Corrective Action Taken", "Corrective Action Results", "Cleared By" and "Cleared By Date" fields. This will clear the deviation and complete the Work Order when the verification cycle is complete. The Work Order will have a status of complete and will no longer appear on the work screen. If the deviation is not cleared at verify stage the Work Order will then have a status of Deviation until the deviation is cleared.

If the deviation is not cleared at Verify stage a user other than the user that conducted or entered the Work Order can clear the deviation using the Clear Deviation option on the Work Schedule Menu by selecting the deviation Work Order and clicking on view, then selecting the Deviation tab. The same steps for clearing a deviation at Verify stage then apply.

A deviation can also be cleared by viewing the Work Order history, selecting the Deviation tab and following the same steps used to clear a deviation at verify stage.

A PDF copy of the work sheet and deviation report will be automatically e-mailed to all users on the email recipients’ option in the configuration details tab as an attachment when the deviation is raised and when the deviation is cleared.


31 Work History The Work Order History Screen will be accessible from the Work Schedule section off the main tree view Site Navigation menu. The Work Order History grid will contain a list of all Work Orders carried out within the system during the dates selected by the user.

When Company Department Filtering is ON and the User has Use Filtering ON, the Work History Screen will be filtered on the Work Orders Department. When the Company Department Filtering is OFF or the User has the Use Filtering OFF, the Work History Screen will display all relevant Work Orders.

The dates entered by the user will refer to the Issued Date of the Work Order. By Default the Grid will consist of all Work Orders that were issued between the Start Date (One month previous to current date) and the End Date (Current date). When the “View History” Button is clicked, the user will be transferred to the Work Order Edit Screen in “View” Mode.

31.1 Work Order History Export

Upon clicking on the Export Button the Work Order History Report will be generated. This Report will contain a list of all Work Orders that were in the system when the Work History option was selected. There will be 13 Work Order fields displayed.

The Report will look as follows:


32 KPI (Key Performance Indicators) Key Performance Indicators (KPI) are metrics used to quantify objectives to reflect the strategic performance of an organization. KPIs are used in Business Intelligence to assess the present state of the business and to prescribe a course of action. KPIs are frequently used to "value" difficult to measure activities. All KPIs can be used to look at the activities of one or more sites and compare performances. The KPIs that appear and in what order they appear can be set for each user.


Work Order Stock versus Time Cost displays the cost of all Work Orders carried out within the specified filter criteria. The cost of the stock can be compared to the cost of labor both as a value or a % value. This KPI is based on Historical Work Order Data and will be filtered on Work Orders Department when the Company Department Filtering is ON the User has Use Filtering ON.

Work Order Planned Versus Unplanned displays the number of planned and unplanned Work Orders carried out within the specified filter criteria. This KPI is based on Historical Work Order Data and will be filtered on Work Orders Department when the Company Department Filtering is ON the User has Use Filtering ON.


Work Order Actual Time Exceeds Estimated Time displays all Work Orders where the actual time recorded on the Work Order has exceeded the estimated time from that routine. This KPI is based on Historical Work Order Data and will be filtered on Work Orders Department when the Company Department Filtering is ON the User has Use Filtering ON.

Item Service Status displays the number of items that have a specific service status allocated. This KPI is based on Instrument/Loop/Plant Item Data and will be filtered on the Instruments/Loops/Plant Items Department when the Company Department Filtering is ON the User has Use Filtering ON.


Work Orders Due displays the amount of Work Orders that are overdue, due, due within the next five days and due within the next two weeks. This gives foresight of the work required over the following two weeks. If the Work Order is not complete it is considered due on the KPI. This KPI is based on Due Work Order Data and will be filtered on Instruments/Loops/Plant Items Department when the Company Department Filtering is ON the User has Use Filtering ON.

Deviations display the amount of deviations throughout the system, which have been failed by the user, are out of tolerance and have exceeded the due by date. This KPI is based on Historical Work Order Data and will be filtered on Work Orders Department when the Company Department Filtering is ON the User has Use Filtering ON.


Work Order Status displays the amount of Work Orders that are currently issued, entered, contain deviations, have been cancelled at Enter stage and that have been Rejected/Reverted at verify stage. This KPI is based on In Cycle Work Order Data and will be filtered on Work Orders associated Instrument/Loop/Plant Item Department when the Company Department Filtering is ON the User has Use Filtering ON.

Work Order Efficiency displays the Work Order that have been completed before the due date, within five days of the due date, within two weeks of the due date and within two weeks of the due date passing. This KPI is based on Historical Work Order Data and will be filtered on Work Orders Department when the Company Department Filtering is ON the User has Use Filtering ON.


Task Results displays a list of all tasks that were marked as Pass, Fail or Not Checked within the specific filter criteria. This KPI is based on Historical Work Order Data and will be filtered on Work Orders Department when the Company Department Filtering is ON the User has Use Filtering ON.

Reference Used displays a list of all Work Orders where a reference was used when it was OK (not overdue), overdue and the number of calibrations where a reference was not used. This KPI is based on Historical Work Order Data and will be filtered on Work Orders Department when the Company Department Filtering is ON the User has Use Filtering ON.


33 Reports Reports can be accessed through the reports option on the Admin menu. By selecting the report from the list the filters for that report will be displayed.

The Reports will be filtered on the Instruments/Loops/Plant Items Department and Company, with the exception of the Reference Used Report, which will filter on the Work orders Department and Company.

By selecting the appropriate filters and clicking on view button the selected report will be displayed with the details within the selected parameters.

33.1 Listings Report

This report shows a list of instruments, loops and plant items or all depending on the selection in the Item Type drop down.

This screen will have a drop down for selecting the type of Item to be selected having the following selections.

Instrument

Loop

Plant item

Use the screen to filter down the selection criteria or, do not enter search criteria to show a complete system list.

This report will be of Landscape orientation and will be sorted by Tag Number.


33.2 References Used Report

A listing of all calibrations carried out by specific reference (test) equipment. This gives backward traceability of calibrated equipment. This report is used to easily identify calibrations associated to a failed reference instrument over a specific period of time period.

Use the screen to filter down the selection criteria, a specific reference instrument must be selected before the view button becomes enabled to display the report.

The References Used Report will be of Landscape orientation and will be sorted by Tag Number.

33.3 Deviation Listings Report

Displays a list of all instruments and plant items within a specified date that have Deviations associated. This can be filtered either by “Exceeded Allowable Run”, “Exceeded Tolerance” or “Failed By the User”.

The filter screen will appear when the report has been selected. You can leave all fields blank to view all, or filter to narrow down report. Any item that has a service status of ‘Out of Service’ will not appear in the filter drop downs or on the report.

The Deviation Report will be of Landscape orientation and will be sorted by Tag Number.


33.4 Resource Planning Report

This report displays the estimated time associated to routines over a specific time period. If the frequency of the selected routine happens more than once during the selected time period then more than one entry will appear in the report for that routine.

Example: Selected time period is 3.5 months and the interval of the routine is 1 month then this routine will have 3 entries on the report. The date filter will default to one month into the future for the resource planning report. This filter is editable by the user.

The filter screen will appear when the report has been selected. You can leave all fields blank to print all, or you filter to narrow down report. Any item that has a service status of ‘Out of Service’ will not appear in the filter drop downs or on the report.

The Resource Planning Report will be of Landscape Orientation and will be sorted by Week number and then by Tag Number

The user must select the date range for the Failed Tasks.

33.5 Failed Tasks Report

The failed tasks report displays a list of all individual tasks that have been flagged as failed during calibration / maintenance. This will only show results from completed Work Orders.

Use the Find screen to filter down the selection criteria or, do not enter search criteria to show a full site wide list of all Failed Tasks that fall between the selected dates.



The Failed tasks Report will be of Landscape orientation and will be sorted by Tag Number.


33.6 Work Orders Done Report

The Work Orders done report displays a list of all completed Work Orders for the selected date ranges and filters.

The user must select the date range.

Use the Find screen to filter down the selection criteria or, do not enter search criteria to show a full site wide list of all Work Orders that fall between the selected dates.


The Work Orders Done Report will be of Landscape orientation and will be sorted by Tag Number.

33.7 Labour Costings Report

This report shows the costs for each user over the specified time and within the specified selection criteria.


The Labour Costing Report will be of Landscape orientation and will be sorted by User.


33.8 Down Time Report

This report displays the amount of time that an item has been out of production.


The Downtime Report will be of Landscape orientation and will be sorted by Tag Number.

33.9 Estimated versus Actual Time Report

Use the Find screen to filter down the selection criteria or, do not enter search criteria to show a full site wide list of all recorded Time Taken that occurred between the selected dates compared to that of the Estimated Time.

The Estimated Time Versus Actual Time Report will be of Landscape orientation and will be sorted by Tag Number.


33.10 Work Order Labour Costings Report

This report shows the cost of labour per Work Order and can have multiple entries for each Work Order depending on the amount of users added in the time taken tab for that specific Work Order. The report also shows Work Orders for each item alphabetically giving a sub total for each item. Multiple entries can appear depending on the amount of Work Orders carried out on the specified item and the number of users associated to each Work Order.

The filter screen will appear when the report has been selected. You can leave all fields blank to view all, or filter to narrow down report. Any item that has a service status of ‘Out of Service’ will not appear in the filter drop downs or on the report

The Work Order Labour Costing Report will be of Landscape orientation and will be sorted by Tag Number.


33.11 Labour and Stock Costings Report

The Labour and Stock Costing report displays the overall cost between labour and stock for each Work Order.

Use the Find screen to filter down the selection criteria or, do not enter search criteria to find all possible matches.

The Labour and Stock Costing Report will be of Landscape orientation and will be sorted by Tag Number.

33.12 Due By Date Report

The due by date report displays all records within the selected date range and filter criteria.

The User must select a date range this will be defaulted to one month into the future.

Use the Find screen to filter down the selection criteria or, do not enter search criteria to find all possible matches.

The Due By Date Report will be of Landscape orientation and will be sorted by Tag Number.

There is two options here 1 is where the due date report shows the date as Month/Year and the other is where the date is shown Day/Month/Year which is the default. This is chosen when before the application is installed and cannot be changed


33.13 Item Summary Report

The Item Summary report displays all set up details of instruments, loops and plant item. Each tag will have its own report.

33.14 History Due by Date Report

This report allows users to view history be searching on its due date rather than the entry date. This allows users to view for example what we due last year in the same time period. Allowing you to compare previous years’ workloads compared to the current year.


34 Interval Analysis The main purpose of Interval Analysis is to act as a theoretical aid to the user when attempting to increase the interval of routines. Interval Analysis creates a report in Excel format displaying the worst error from each “passed” historical Work Order within the filters applied. It uses historical Work Order data to calculate based on the worst daily error, how long it would theoretically take for this error to exceed its allowed Tolerance.

This information can then be used when deciding to reduce the cost of un-necessary calibrations by increasing a Routines interval. The information produced by this report is theoretical only and is not a full proof guarantee of future calibration results.

The Client Machine that the user is accessing CompuCal from must have Microsoft Excel Installed in order to view the generated report.

Note: A Tag Routine with a single failure in the Work Order history within the filtered criteria will not appear on the interval analysis report.

Start/End Date

These fields allow the user to select between which dates the information on the report is populated from.

Earliest Calibration Date

This field shows the earliest Work Order calibration date recorded in the application.

Interval

This field allows the user to select the interval and interval type (i.e. Days Months etc.) of the Routine Work Order history to be considered in the report. The considered Routine’s interval and interval type must match these filters.

Safety Factor

The safety factor is a value calculated using the following equation: ((+MPE/ (Maximum Deviation/ Actual Interval Days) / Routine Interval Days).


It is a value used to show how many intervals it will theoretically take for the worst error in a Work Order to reach the MPE value and create a failure in the Work Order. (See Section 35.3 Historical Data Sheet for further information)

Calibrations

This field allows the user to select the minimum amount of calibrations that are required to have been carried out between the specified dates.

Dropdown filters,

The Item Type, Type Prefix, Area, Plant, Class, Company and Department dropdown filters allow the user to select specific groups of Loops, Plant Items or Instruments based on their setup information. Accurate filtering will reduce the amount of items to examine in the report.

Report Approvals

The Quality, Validation, Production, Calibration and Maintenance check box are optional selections and will create a signatory field on each of the reports for approval traceability before editing the interval of a routine

Suggested New Interval

The suggested interval is a mandatory field; the value appears on the report for approval by relative signatories.

Create Report

This button will create the report showing all the relevant information from the specified filters.


34.1 Title (First Sheet)

The first sheet of the Excel report will display the filters selected by the user when creating the Report.


34.2 Master Report (Second Sheet)

The second sheet of the report will show a list of the Routines that have produced a Safety Factor equal to or greater than the required selected Safety Factor value. The report shows the following fields

Tag / Description/ Routine

This field shows the Instrument/Plant Item/Loop Tag number, Description and Routine name of the Routines that have produced a Safety Factor equal to or greater than the required selected Safety Factor value

Range/ Tolerance

This field shows the Range and Tolerance of the specified Routine.

Actual Interval Days

This field shows the actual interval in days of the Work Order with the worst Safety Factor since the previous Work Order of the Routine. If it is the first Work Order conducted for the Routine, then this value will be defaulted to the Routine Interval.

Safety Factor

This field contains the worst safety factor of all applicable Work Orders within the filtered criteria for the Routine

Suggested Interval (Interval Type)

This field shows suggested interval selected by the user when creating the Report.


34.3 Historical Data Sheet (Instrument /Plant Item/Loop)

The Historical Data sheet contains the amount of calibrations completed and the values associated to the Work Orders within the filtered criteria

The formula used to calculate the safety factor will be displayed on each item sheet.

Date of Work Order

This field shows the dates the Work Orders were conducted.

Input Range (Unit)]

This field shows the Input From and To range values used in the Work Order.

Component (Loop Work Orders Only)

This field shows the component name with the worst Safety Factor for the Work Order.

Component Range (Loop Work Orders Only)

This field show the From and To range values of the component with the worst Safety Factor for the Work Order.

Output Range (Unit)

This field shows the Output From and To range value used in the Work Order.

Input

This field shows the Input points used in the Work Order.

Error Results (Unit)

This field shows the worst error (Before or After Adjustment) present in the reading field for each point of the Work Order.


Max Deviation (Unit)

This field shows the absolute maximum deviation seen in the error field of the Work Order. In the case of Unit Tolerance this value is converted to an Input Range value as the MPE is stated against the Input Range.

Note: The largest numerical error may not be the max deviation. The MPE value of each Work Order point is taken into consideration when calculating the max deviation.

Actual Interval Days

This field shows the actual interval in days of the Work Order since the previous Work Order of the Routine. If it is the first Work Order conducted for the Routine, then this value will be defaulted to the Routine Interval.

Average Daily Deviation

This field is populated by a value calculated by the dividing the Max Deviation Value by the Actual Interval Days value.

Calculated Results Table

This table shows the Average Daily Deviation, Existing Interval, Tolerance, Factor of Safety and Suggested Interval regarding the worst error on the report

Signatures:

The Generated by field and date will appear on all reports. The selected check boxes at the generation of the report will dictate any additional signatures seen in this section of the report (See Report approvals for further information)

Calculations Used for “Factor of Safety”

This section of the report shows the values and expression used in order to calculate the safety factor. Table (Fig 1) and examples below will show the effect of variations of the actual and routine interval on the Factor of Safety value.

Factor of Safety Expression:

The +MPE field is populated with a positive representation of the relevant MPE value. ((+MPE/(Maximum Deviation/Actual Interval Days)/Routine Interval Days) (( 0.50000 / (0.06944 / 7) / 7) Safety Factor = 7.20046 ((0.5 / 0.06944 / 5 ) / 7) Safety Factor = 5.14310


Fig 1

Safety Factor 7

Input Range

Output Range MPE

Input Error Value % Error

Output Error Value

Routine Interval (Days)

Actual Interval (Days)

Safety Factor

20 to 200 4 to 20 0.5 0.125 0.06944 0.01111

7 7 7.20046

20 to 200 4 to 20 1 0.25 0.13888 0.02222

7 7 7.20046

20 to 200 4 to 20 1.5 0.375 0.20833 0.03333

7 7 7.20010

Safety Factor 5

Input Range

Output Range MPE

Input Error Value % Error

Output Error Value

Routine Interval (Days)

Actual Interval (Days)

Safety Factor

20 to 200 4 to 20 0.5 0.125 0.06944 0.01111

7 5 5.1431

20 to 200 4 to 20 1 0.25 0.13888 0.02222

7 5 5.1461

20 to 200 4 to 20 1.5 0.375 0.20833 0.03333

7 5 5.1306


35 Audit Trail The Audit Trail allows the administrator to View and Print a complete list of System Events from the time CompuCal was installed (i.e. What Was Done, When, and Who did it)

View the Audit Trail

From the Admin Menu, click Audit Trail.

View Details in the Audit Trail

Select the Record and the details will appear in the “Audit Trail Details” grid.

Filter or Search the Audit Trail

You can filter the Audit Trail by Start and End Date, Table Name and User. You can filter them on screen instantly and combine them to narrow down the list even more.

35.1 Print the Audit Trail

Clicking Export creates an Audit Trail Report that lists all data for every Audit Trail.

From the Admin Menu, click Audit Trail.

Filter Audit Trail Columns (Optional)

Click Export

If the user has not filtered the screen, and is viewing all items on that screen, then the Report generated will list the entire screen contents.



36 Data Import The Data Import link allows a user with the privileges to upload and import a database in excel format populated within a predefined Template.

36.1 Upload Tab

The Import tab allows the user to select the desired file for import and upload it in order to proceed to the next step of the import.

The “Get Template” button will produce an empty excel template in order for the user to populate.

Note: Before attempting an upload study the “i” information icons and the comments in the header of the excel template provided. This will explain the validation rules used in the system and the data, and format required for a clean import. The system will warn if there is an issue either with the data or the template and stop the import.

Upload File to the application

Press the browse button and select the desired excel file

After excel file appears in the field press Upload

On uploading the file the user will be brought to the next stage of the import function by pressing next. If the Excel data file contains both Instruments and Loops a popup to select the Import Type opens.

If the Excel data file contains only one type of data, either Instruments or Loops, then the user proceeds to the next stage of import.


36.2 Map Tab

The second stage of the Import tool is to define the default Import settings. Any empty fields which are mandatory in the application will be populated during this stage of the import. Each of the defaults inputted into the data at this stage will be entered into the appropriate table in the CompuCal database.

Instrument Import Type

36.2.1.1 Instrument Default Table

With the exception of the tag all fields within the instrument details tab can be defaulted at this stage of the import

All fields listed in the Item Details of an instrument are represented in the Instrument Default Table. The mandatory fields being, Tag, Type Prefix, Item Type, Class, Service Status, Area, Company and Department

Note: All default fields populated during a data import are saved on the relative tables to be used during the next import. Care must be taken to review these before completing the import as these values will be applied to every item being imported.


36.2.1.2 User Filed Default Table

The user fields table allows the user to set the default value for each of the fields during the import

Note: The Field Titles can only be changed in the front end configuration.


36.2.1.3 Routine Default Table

The routine default table allows the user set a value for all mandatory fields within the Routine details/values tabs in the application.

The table below lists a number of rules that must be observed when populating the routine default table.

Screen Function

Description

Description

Allows the user to set a default value for this field.

If Routine Description is blank in the imported file and the default is empty then no Routine will be imported for that particular Instrument or Plant Item.

If Routine Description is set then Priority & Calibration Sheet cannot be blank.

If Routine Description is set to a value and Calibration Sheet is set to calibration type then “Input Points”, “Input Range”, “Input Unit”, “Input Process Tol” & “Input Percentage Pts.” cannot be blank.

Critical(Checkbox)

Allows the user to select True or False for this field

If Critical is set to TRUE then “Due Date” & “SOP” cannot be blank.

SOP Allows the user to set a default value for this field, SOPs can be comma separated. (SOP is mandatory when critical is TRUE)

Safety Stat Allows the user to set a default value for this field. Safety Statements can be comma separated

Task Allows the user to set a default value for this field Tasks can be comma separated


Resolution Allows the user to select a value form 1-5

Note: This can be set per Routine in the “Import Template”.

Loop Import Type

36.2.2.1 Loop Default Table

With the exception of the tag all fields within the loop details tab can be defaulted at this stage of the import

All fields listed in the Item Details of a Loop are represented in the Loop Default Table. The mandatory fields being, Tag, Type Prefix, Class, Service Status, Area and Department

Note: All default fields populated during a data import are saved on the relative tables to be used during the next import. Care must be taken to review these before completing the import as these values will be applied to every item being imported.

36.2.2.2 User Fields Default Table

The user fields table allows the user to set the default value for each of the fields during the import


Note: The Field Titles can only be changed in the front end configuration.

36.2.2.3 Routine Default Table

The routine default table allows the user set a value for all mandatory fields within the Routine details/values tabs in the application.


The table below lists a number of rules that must be observed when populating the routine default table.

Screen Function

Description

Description Allows the user to set a default value for this field.

If Routine Description is blank in the imported file and the default is empty then no Routine will be imported for that particular Loop

If Routine Description is set then Priority & Calibration Sheet cannot be blank.

If Routine Description is set to a value and Calibration Sheet is set to calibration type then “Input Points”, “Input Range”, “Input Unit”, “Input Process Tol” & “Input Percentage Pts.” cannot be blank.

Critical(Checkbox)

Allows the user to select True or False for this field

If Critical is set to TRUE then “Due Date” & “SOP” cannot be blank.

SOP Allows the user to set a default value for this field, SOPs can be comma separated. (SOP is mandatory when critical is TRUE)

Safety Stat Allows the user to set a default value for this field. Safety Statements can be comma separated

Task Allows the user to set a default value for this field Tasks can be comma separated

Resolution Allows the user to select a value form 1-5

Note: This can be set per Routine in the “Import Template”.

36.2.2.4 Component Default Table

The component default table allows the user set a value for all mandatory fields within the Component tab in the application.

All fields listed in the Components of a Loop are represented in the Components Default Table. The mandatory fields being, Component Range, Unit and Component Tolerance


36.3 Validation Checks

If there are validation errors in the excel spreadsheet or the Default values then message will appear until all error have been corrected. The only template that can be used is the one supplied with the system and this cannot be changed in any way.

Check Description

Empty Tag A check is performed when importing to check if the Tag has a value. It is not possible to import an empty Tag.

Empty Mandatory Field A check is performed when importing to check if all mandatory fields have a value. If a field is set to mandatory, then either the column contains a value or the default contains a value. It cannot be empty.

Incorrect Date Type A check is performed on the file selected to Import to make sure that all the dates are correct. The user should not format the date field within the Excel sheet to a Date Format. When imported, this will give the amount of days from 01/01/1900 which of course is not in the format of DD/MM/YYYY.

Incorrect Integer Type A check is performed on the file selected to Import to take sure that all Integer Fields are correct.

Incorrect Decimal Type A check is performed on the file selected to Import to make sure that all Decimal Fields are correct.

Incorrect Boolean Type A check is performed on the file selected to Import to make sure that all Boolean Fields are correct.

Non Unique Tag/Company

A check is performed on the file selected to Import to make sure that each Tag/Company entry is unique

Serial No and Certificate No empty for Reference Instruments

A check is performed on the file selected to Import to make sure that if Reference is true then Serial No and Certificate No are not empty

Incorrect Service Status A check is performed on the file selected to Import to make sure that the Service Status has one of the accepted values

Priority empty A check is performed on the file selected to Import to make sure that if the Routine Description is provided then the Priority cannot be empty

SOP and Due Date not empty for Critical Routine

A check is performed on the file selected to Import to make sure that when a Routine is set as critical the SOP and Due Date are not empty

Incorrect Interval Type A check is performed on the file selected to Import to make sure that the Interval Type has one of the accepted values

Incorrect Next Date Update

A check is performed on the file selected to Import to make sure that the Next Date Update has one of the accepted values

Incorrect Resolution A check is performed on the file selected to Import to make sure that the Resolution value is within the permitted limits


Check Description

Incorrect Input Range A check is performed on the file selected to Import to make sure that the Input Range is the correct format. The format should be ## to ## where ## are integer values.

Input Unit empty A check is performed on the file selected to Import to make sure that the Input Unit is not empty if there is an Input Range

Incorrect Input Process Tolerance

A check is performed on the file selected to Import to make sure that the Input Tolerance is the correct format. The format should be +/- # where # is integer values.

Incorrect Output Range A check is performed on the file selected to Import to make sure that the Output Range is the correct format. The format should be ## to ## where ## are integer values.

Output Unit empty A check is performed on the file selected to Import to make sure that the Output Unit is not empty if there is an Output Range

Incorrect Number of Points

A check is performed on the file selected to Import to make sure that when Input Points has a value, the number of Points provided match the Input Points value

Incorrect Number of Point Name values

A check is performed on the file selected to Import to make sure that when Input Points has a value, the number of Point Name entries, if provided, match the Input Points value

Incorrect Number of Unit Name values

A check is performed on the file selected to Import to make sure that when Input Points has a value, the number of Unit Name entries, if provided, match the Input Points value

Incorrect type of Input / Output parameter

A check is performed on the file selected to Import to make sure that when the Calibrator option is selected, the Input and Output parameters have the correct value.

Input / Output Amplitude empty

A check is performed on the file selected to Import to make sure that when the Calibrator option is selected, the Input / Output Amplitude is not empty of the Input / Output Parameter Frequency has a value

Incorrect Input / Output Probe

A check is performed on the file selected to Import to make sure that when the Calibrator option is selected, if the Input / Output parameter Temperature(RTD)/(TC) is selected the Input / Output Probe Type matches

Input / Output Manual CJC empty

A check is performed on the file selected to Import to make sure that when the Calibrator option is selected, if the Input / Output parameter Temperature(TC) is set then the Input Manual CJC is not empty

Incorrect Input / Output Unit

A check is performed on the file selected to Import to make sure that when the Calibrator option is selected, the Input / Output Unit matches the units for the Input parameter selected.


Check Description

Loop missing A check is performed on the file selected to Import to make sure that when importing Loops, if a component is found the corresponding loop entry must exist in the excel file

Component missing A check is performed on the file selected to Import to make sure that when importing Loops, when a Calibration Routine is imported there must be at least one component present in the excel file for this Loop

36.4 Review Tab

When all the data has been successfully validated the user is directed to the Review Tab where they the date can be previewed before final migration.

At this stage of the import the user can begin the migration process by pressing “Migrate”. If after a review of the data the user wishes to edit the data, pressing the “Export” button will export the review table into the Excel template to allow the user to edit and re upload the Excel file.

When the Import button is clicked after exporting to Excel, a popup window opens to select whether the user wants to proceed with the current set of data shown in the Review page, or with the data from a modified excel spreadsheet they have created from the Review data. When the Current Data option is selected the Import continues to the completion of migration ignoring the modified.


If the option Modified Data is selected, the system validates the data, as described in the previous section. If the validation fails, a text file with all the errors appears and the user must correct any errors in the excel sheet and try to import the file again. If no errors are found, the data is saved in an intermediate “Staging” table and the user is directed to the Review page.

36.5 Migrate Tab

The final step of the Data Import will be the migration procedure. The user will be able to provide an email address to be notified for when the migration process is complete.

The user can also select two optional functions.

Update Existing Instruments:

When checked the import will update the item details existing instruments in the application (When checked routine information or work order info is not updated)

Use Due Date as Calibration Next Date:

When checked the import will update the calibration next date with the value from the due date column.

On pressing the “Migrate” button the migration process will begin and all the data in the Excel Template will be populated in the relevant tables within the application.


37 ERP Integration The ERP Integration Module is enabled via the CompuCal license and will only be available when the license option is provided.

37.1 Configuration

When the ERP Module is turned on, the Configuration Work Order page will include an additional section that determines the use of ERP in the application.


37.2 Companies

When the Configuration Work Order ERP option is set to Yes, the user will have the option to include the selected Company into ERP Integration. When the Configuration Work Order ERP option is set to No then the Use ERP checkbox will no longer be visible in the Company screen.

37.3 Work Schedule Screens

Work Screen When the Configuration ERP is selected, the Work Screen will display an additional column ERP ID, which will contain the ERP ID assigned to the routine via the ERP scheduling system. The ERP ID field will either display the Routine’s ERP ID value as assigned during scheduling ERP, or it will be empty if no ERP has been scheduled for this routine. If the associated company does not Use ERP, the ERP ID column should display the “N/A” option for this routine.


Issue in Bulk Screen When the Configuration ERP is selected, the Issue in Bulk Screen will display an additional column ERP ID, which will contain the ERP ID assigned to the routine via the ERP scheduling system. The ERP ID field will either display the Routine’s ERP ID value as assigned during scheduling ERP, or it will be empty if no ERP has been scheduled for this routine. If the associated company does not Use ERP, the ERP ID column should display the “N/A” option for this routine.

When the Issue in Bulk screen displays multiple routines, only those with an ERP ID assigned to them will be issued, when the Issue Button is clicked.


Work History Screen When the Configuration ERP is selected, the Work History Screen will display an additional column ERP ID, which will contain the ERP ID assigned to the routine via the ERP scheduling system. The ERP ID field will either display the Routine’s ERP ID value as assigned during scheduling ERP, or it will be empty if no ERP has been scheduled for this routine. If the associated company does not Use ERP, the ERP ID column should display the “N/A” option for this routine.


38 Crystal Reports The Crystal Reports Module is enabled via the CompuCal license and will only be available when the license option is provided.

38.1 Group Privileges

The Crystal Reports option will give the Group privilege to access the new Crystal Reports tree view node under the Admin node which will direct the user to the Crystal Reports configuration page.

38.2 Crystal Setup

The Crystal Setup page allows the user to select and configure Crystal certificates and reports. It can be accessed by the Crystal Reports link under the Admin part of the navigation menu.

Crystal Certificates Tab Within this Tab, the user will be able to add new Certificate Types to the System. The Certificate must be designed from the pre-defined Work Order data set which will be provided with the System on a per release basis and stored in the Application under a release specific folder.


Crystal Reports Tab Within this Tab, the user will be able to add and view new Crystal Reports. The Reports must be designed from the CompuCal Database.

Parameters Settings For Reports that contain parameters, the system will present the parameters defined in the Report to allow the user to filter the data within the Report.

38.3 Esign Configuration

A new Crystal Reports Esign option will be added to the Esign Configuration screen,

When the Esign option for the Crystal Reports is selected, then Esign will be applicable at the following processes of the Crystal Reports setup page:

Saving a new Crystal Certificate (New Setup Esign option)

Saving an edited Crystal Certificate (Edit Setup Esign option)

Uploading a Crystal Report (New Setup Esign option)

Deleting a Crystal Report (Edit Setup Esign option)


39 Data Notifications The Data Notifications Module is enabled via the CompuCal license and will only be available when the license option is provided. When the Module is turned on, selecting a Work Order / Deviation notification will create Work Order / Deviation event notifications. These will be sent to external systems on selected events and will transfer Work Order / Deviation information. Only Work Orders / Deviations from Instruments associated with selected companies will have event notifications sent.

39.1 Configuration

When the Data Notification Module is turned on, the Configuration page will include an additional section that determines the Work Order and Deviation notification operation in the application.


The details of the external system for the Work Order / Deviation notification will have to be provided, as well as for which Work Order / Deviation events and associated companies the external system will receive notifications.

compucal version 6

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