Calibration

Create an Equipment Calibration form to use as a template for equipment items. Follow the Create Form procedure. You must include fields that contain the information below (field names shown are recommended, but you can name them as needed):

Use the Equipment Calibration form to create items for each piece of equipment you want to calibrate. Follow the Create Form procedure. If your company has the Import Items feature or API Integration Configuration you can create equipment items by importing a file. You must include fields that contain the information below (field names shown are recommended, but you can name them as needed):

1. On the top menu bar, click System Management ( )>Administration>General>Calibration
2. On the Work Type Calibration page, in the upper right corner, click Setup Calibration

3. On the Calibration Setup page, fill in the fields:

    

   Field Name	Description
   Device ID	The unique identifier for each piece of equipment (truck, wrench, etc.). For example, each piece of equipment often has a unique barcode attached to it. The system allows shared IDs (same barcode used for multiple pieces of equipment), but they are not recommended
   Form	Choose the Equipment Calibration form
   Status	Closed: Prevents users from working on work item form/ticket if the equipment required by the work type calibration is unregistered Open: Users can work on work item form/ticket if the equipment required by the work type calibration is registered
   Type	Use a Multiple Choice field. Add an Option subfield for each equipment type. When using the Equipment Calibration form to create Equipment items, the Options appear in the Type field. When you created you Equipment Calibration form, if you used a Multiple Choice field, the Options you entered appear as the Types

    

4. Click Save

Use Work Type Calibrations to link Equipment items to work items/tickets. Work Type is the kind of work requires equipment or the form for the work that requires equipment that needs to be calibrated (recorded/registered)

There can be only one work type calibration per work type form (ticket or work item used to describe the work).

1. On the top menu bar, click System Management ( ) > Administration > General > Calibration
2. On the Work Type Calibrations page, in the upper right corner, click New Work Type Calibration
3. In the Create a Work Type Calibration window, choose the form you want to link to a qualification.
4. Click OK. The Calibration for [form name] Actions page appears. The To Complete the Actions section lists the actions on the form
5. On the Calibration for [form name] Actions page, in the Require Calibration section, click Y. the existing Calibration is automatically filled in Click Add. [if choose N, then Save, the work type calibration is deleted]
6. On the Calibration for [form name] Actions page, in the of Equipment Types section, click +Add Equipment Type to choose the equipment type. Click Add
7. The equipment type appears in the of Equipment Type section
8. Click Save

1. On the top menu bar, click System Management ( ) > Administration > General > Calibration
2. On the Work Type Calibrations page, in the Work Type column, click the Work Type Calibration you want to delete

3. On the Calibration for [form name] Actions page, in the Require Calibration section, click N.

4. Click Save. Result: The Work Type Calibrations page appears. The Work Type Calibration is gone.

After creating a calibration, work type calibrations, and linking them to forms, you must require groups to enforce them. In most cases, this has been done by your company's UtiliSphere administrator.

1. On the top menu bar, click System Management ( ) > Administration > General > Groups
2. On the Group Summary page, in the Name column, click the group you want to enforce qualifications for
3. On the Group Details page, click Select Group Options

4. On the Configure Group Options page, in the Equipment Calibration section, check the Apply Operator Qualification Rules

   Calibration Required in Group?	Result
   Not Required - no prompt but equipment is saved with actions if provided	Users not required to register equipment to perform actions on a form (item)
   Required - only prompt if equipment is not provided when viewing item details	Users required to register equipment to perform actions on a form (item)
   Required - prompt when viewing item details	Every time users view an item, they are prompted to register equipment to perform actions on a form (item)

    

5. Click Save. The Group Details page appears. In the Options section the calibration setting you chose appears