Understanding the Problem

Whether you are working in a small metrology lab with a handful of gauges or managing a team in a biotech facility responsible for thousands of transmitters; a strong calibration workflow is the first step to ensuring that your core business processes are efficient & profitable. While many technicians have spent the time developing and refining their calibration procedures, simply capturing the test point results data only gives you a portion of the full picture. Deviations, trends and even measurement uncertainty are extremely powerful tools in understanding the health of a device, but they only tell part of a larger story.

Along with the standard calibration, many will perform a brief visual inspection to determine that the device is functional and performing as expected. This is commonly required for assets operating within a highly regulated space, and it is helpful to show that this information was documented during an audit. Defining & documenting this work properly will not only ensure accountability, but it will also provide additional information for analysis in the future should there be an issue with a specific asset. One of the largest challenges to implementing this process is providing accessibility to the procedures and ensuring that they can easily be recorded, all while providing minimal friction to the larger calibration workflow.

Defining the Workflow

After identifying these issues within many of our customers, we sat down with some of the most intensive users of ProCal, determined to provide a user-friendly solution to their problem. The solution we developed is the Task List & Form Entry Test Type Package. Test Type Packages are tools that enhance the standard interface of ProCal providing the ability to add checklists and questions for their specific, repetitive activities within the larger calibration. An example of this calibration workflow could be:

  • First, the Task List asks the technician to verify a few steps, such as checking the orifice plate and ensuring cleanliness. The technician can complete, skip, or fail each step and even leave a comment.
  • Next, the pressure test specifications are displayed, and the technician can set up their test standards and begin sourcing the inputs/recording the signal outputs.
  • Finally, before the calibration is finished, the Form Entry list will pose a short series of questions and be set up to have additional information required depending on their answers.
    Afterward, all this information would be present and available directly on the calibration certificate or within the software.

Sample Task List Certification Page 1Sample Task List Certification Page 2

Realizing the Results

Not only does this process save time by combining everything into a single workflow/single interface, but it also gives you a centralized location to manage and review this information. As the industry continues to evolve, we will continue to add new functionality to our offerings, such as the ability to upload/download Task Lists to your Fluke Documenting Process Calibrators. Taking advantage of these additional Test Type Packages ensures that you are capturing the full picture of your device’s performance and helps to eliminate any unnecessary and unpredictable downtime.


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