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Scenario 3: Instrument Calibration Management#

Estimated time to read: 3 minutes

Use this scenario to follow the calibration lifecycle of Caliper-002. The scenario starts with a not-calibrated Instrument, moves through In Calibration, and ends with a valid calibrated state.

Calibration States#

Calibration Status Meaning Available for Use?
Not Calibrated The Instrument has never been calibrated or has reached the calibration interval. No.
In Calibration The Instrument is currently being calibrated and is out of service. No.
Calibrated The Instrument is ready for production use. Yes, when Last Calibration Date is filled.

Table: Calibration states used in the scenario

  1. Go to Business Data > Resource > Caliper-002.

  2. In the main Resource view or using the Edit Resource wizard, confirm that Calibration Status is Not Calibrated and Last Calibration Date is empty.

    Screenshot showing Caliper-002 in the Not Calibrated state.

  3. Associate Caliper-002 with Measurement Station 01 through Manage Instruments. For more information, see Manage Resource Instruments.

  4. Start Dispatch and Track-In for PCB-LOT-002.
  5. On the Instruments step, try to select Caliper-002 for Maximum Width.

  6. Verify that the lookup does not show Caliper-002 as a valid option.

    Note

    The system allows you to associate a not-calibrated instrument with a resource. The calibration check is enforced at Track-In time.

    Screenshot showing Caliper-002 associated with the resource while still not calibrated.

    Screenshot showing the instrument lookup without Caliper-002 when it is not calibrated.

  7. Cancel Track-In.

  8. Edit Caliper-002 and change Calibration Status to In Calibration.

  9. Repeat the Track-In attempt and confirm that the lookup still shows no data.

    Screenshot showing Caliper-002 changed to In Calibration.

    Screenshot showing the instrument lookup still empty while Caliper-002 is in calibration.

  10. In the main Resource page, go to Measurement Capabilities > Manage for Caliper-002.

  11. In the Resource field, select Caliper-001 and use Copy All Measurement Capabilities.

  12. Confirm that the copied values include mm units, range 0 to 1000, 0.01 resolution, and 0.003% accuracy.

    Note

    Copy All Measurement Capabilities is useful when instruments of the same type share the same specifications.

    Screenshot showing Caliper-001 selected as the source for copied measurement capabilities.

    Screenshot showing the copied measurement capabilities on Caliper-002.

  13. Edit Caliper-002 again.

  14. Change Calibration Status to Calibrated.

  15. Set Last Calibration Date to today and save the changes.

    Note

    In production, the Maintenance module normally manages the calibration status and last calibration date. This manual update is used here only to demonstrate the point-of-use validation.

    Screenshot showing Caliper-002 in the calibrated state with a valid calibration date.

  16. Start Dispatch and Track-In for PCB-LOT-002 again.

  17. On the Instruments step, open the search field for Maximum Width.
  18. Verify that Caliper-002 is now available.

Screenshot showing Caliper-002 available in the instrument field after calibration.

Video Example#

Next page: Scenario 4: Perform Setup: Instruments Step.