---
alias: tutorials-instruments-management-scenario-calibration-management
tags:
- data collection
timetoread: true
description: "Follow the calibration lifecycle from not calibrated to calibrated and verify how the system enforces the check at point of use."
---

# Scenario 3: Instrument Calibration Management

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`.
1. 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.](../images/scenario_calibration_not_calibrated.png)

1. Associate `Caliper-002` with `Measurement Station 01` through **Manage Instruments**. For more information, see [[user-guide-manage-resource-instruments]].
1. Start **Dispatch** and **Track-In** for `PCB-LOT-002`.
1. On the **Instruments** step, try to select `Caliper-002` for **Maximum Width**.
1. 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.](../images/scenario_calibration_associated_not_calibrated.png)

    ![Screenshot showing the instrument lookup without Caliper-002 when it is not calibrated.](../images/scenario_calibration_lookup_no_data_not_calibrated.png)

1. Cancel **Track-In**.
1. Edit `Caliper-002` and change **Calibration Status** to `In Calibration`.
1. Repeat the **Track-In** attempt and confirm that the lookup still shows no data.

    ![Screenshot showing Caliper-002 changed to In Calibration.](../images/scenario_calibration_in_calibration.png)

    ![Screenshot showing the instrument lookup still empty while Caliper-002 is in calibration.](../images/scenario_calibration_lookup_no_data_in_calibration.png)

1. In the main **Resource** page, go to **Measurement Capabilities** > **Manage** for `Caliper-002`.
1. In the **Resource** field, select `Caliper-001` and use **Copy All Measurement Capabilities**.
1. 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.](../images/scenario_calibration_copy_capabilities_source.png)

    ![Screenshot showing the copied measurement capabilities on Caliper-002.](../images/scenario_calibration_copy_capabilities_result.png)

1. Edit `Caliper-002` again.
1. Change **Calibration Status** to `Calibrated`.
1. 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.](../images/scenario_calibration_calibrated.png)

1. Start **Dispatch** and **Track-In** for `PCB-LOT-002` again.
1. On the **Instruments** step, open the search field for **Maximum Width**.
1. Verify that `Caliper-002` is now available.

![Screenshot showing Caliper-002 available in the instrument field after calibration.](../images/scenario_calibration_lookup_available.png)

## Video Example

<!-- Video filename: instrument_calibration_management.mp4 -->
{% set video_id = 'ed70ded0c74509a9ea9ea208f5e4c67a' %}
{% include-markdown 'includes/cloudflare_stream.md' %}

Next page: [Scenario 4: Perform Setup: Instruments Step](perform_setup_instruments_step.md).