IBM Maximo Instrument Calibration Managerpublib.boulder.ibm.com/tividd/td/ITMICM/62_mx_cal_ugadd/...Calibration Manager Work Process 1-2 IBM Maximo Instrument Calibration Manager:

Release 2

Maximo User’s Guide Addendum

IBM Maximo Instrument Calibration Manager

First Edition (November 2006) This edition applies to Release 2 of IBM Maximo Instrument Calibration Manager and to all subsequent releases and modifications until otherwise indicated in new editions.

Third-Party Technology: Certain Maximo products contain technology provided under license from third parties, as noted in the following table:

Open Source: Maximo contains computer software obtained from the public domain, known as "Open Source" ownership of which is attributed as follows: Portions © 2002, Steve Souza ([email protected]). Portions © 2000-2004, Jason Hunter & Brett McLaughlin. Portions © 2004-2005, The Apache Software Foundation (http://www.apache.org/).

© Copyright International Business Machines Corporation 2006. All rights reserved.

US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

IBM Product Third-Party Information

All Products Portions © 1996-2003 Visual Mining, Inc. Visual Mining™ NetCharts Server provided by Visual Mining, Inc. © 1998-2005 Centennial Software Limited.

IBM Maximo Portions © 1995-2004 Actuate Corporation. Portions © 2005 BEA Systems, Inc. BEA WebLogic Server® provided by BEA Systems, Inc.

Portions © 1996-2005, i-net software GmbH. J-Integra for COM® v2.4. © 2004 Intrinsyc Software International, Inc.

Maximo Discovery MSDE Copyright © Microsoft® Corporation.

IBM Maximo Enterprise Asset Navigator Portions © 1993-2002 Snowbound™ Software Corporation. RasterMaster™ Raster imaging technology provided by Snowbound Software Corporation.

Portions © 1991 Pegasus Imaging Corp.

IBM Maximo Mobile Portions © 2005 DataMirror, Inc.

Portions © 2000-2005 Zaval Creative Engineering Group.

IBM Maximo Mobile SE Portions © 1996-2005 Syclo, LLC.

Note Before using this information and the product it supports, read the information in “Notices” on page Notices-1.

Contents

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .v

Chapter 1: Instrument Calibration Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Calibration Manager Specific Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Data Sheets Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Calibration Manager Work Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Stocked Tools (Cal) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Asset (Cal) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Data Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Job Plans (Cal) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Work Order Tracking (Cal) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Calibration Manager History Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Glossary of Calibration Manager Terminology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Calibration Manager Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7

Asset (Cal) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7Asset Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7Create an Asset Record for M&TE or a Standard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7Define a Tool’s Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8

Tools (Cal) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8Tool Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9

Job Plans (Cal) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10Job Plan Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10Create an Instrument Calibration Job Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11

Work Order Tracking (Cal) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13Data Sheets Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13Use the Work Order Calibration Data Sheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14

Calibration Manager Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16Asset (Cal) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16Work Order Tracking (Cal) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17Data Sheets Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18

Calibration Manager Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18

Chapter 2: Data Sheets Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Data Sheets Application Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Data Sheets Application Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Data Sheets Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5Data Sheets Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

Create a Data Sheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5Edit an Existing Data Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9Associate Work Assets with a Data Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9Use Revision Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10

Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10Single Tolerance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11Summed Tolerance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13Square Root Tolerance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13

Chapter 3: Instrument Calibration Manager MAXVARS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1PLUSCAUTOSTATUS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

© Copyright IBM Corp. 2006 iii

PLUSCTOWARN. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1PLUSCPASTDUEVAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2PLUSWORKTYPECAL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2PLUSCQUALTECH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2IS_PLUSC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

To View and Change MAXVARS Settings: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-3

Chapter 4: Calibration Manager Database Tables and Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Database Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Notices-1

iv IBM Maximo Instrument Calibration Manager: Maximo User’s Guide Addendum

About This Guide

This section explains how this guide can help you to use IBM® Maximo® Instrument Calibration Manager. It also provides information about other IBM Corporation resources available to you, such as additional documentation and support.

Audience

This addendum to the IBM Maximo User’s Guide is for people who use Calibration Manager to manage the calibration process of work assets, including measurement and test equipment (M&TE) and standards.

Related Documentation

You can find more information regarding Instrument Calibration Manager in the following document:

IBM Maximo Instrument Calibration Manager Installation Guide

The IBM Maximo Instrument Calibration Manager Installation Guide is a separate document delivered in Adobe® Systems’ Portable Document Format (PDF) with the product software. The guide should be used in conjunction with the standard Maximo documentation set.

For more information about Maximo, refer to the following documentation::

Document Description

IBM Maximo Finance Manager’s Guide

Describes how IBM Maximo completes financial transactions and how to set up general ledger accounts.

IBM Maximo Installation Guide Describes how to install and configure the following software:

Application serverIBM MaximoActuate®

IBM Maximo Multisite Administrator’s Guide

Describes how to configure IBM Maximo for a Multisite implementation.

IBM Maximo Online Help Provides step-by-step procedures for Maximo applications.

© Copyright IBM Corp. 2006 v

Support

Support

IBM Corporation users with a valid Annual Customer Support Plan (ACSP) can obtain product support online at Support Online: support.mro.com.

Support Online includes information about product releases, software patches, and documentation updates. To find the most current version of a document, refer to the Knowledge Base on this site.

IBM Maximo Reconciliation Module Implementation Guide

Describes how to use the IBM Maximo Reconciliation module to reconcile the two types of information that IBM Maximo maintains about information technology (IT) assets: IT asset data and deployed asset data.

IBM Maximo Report Administration and Development Guide

Describes how to use Actuate to design and administer IBM Maximo reports.

IBM Maximo System Administrator’s Guide

Describes database configuration, security, and other administrative level applications and tasks.

IBM Maximo User’s Guide Provides an overview of the Maximo end user applications. It also describes how the IBM Maximo applications interact with each other.

IBM Maximo Workflow Implementation Guide

Provides information about how to use IBM Maximo to plan, design, build, test, implement, and manage Workflow processes.

IBM Maximo Enterprise Adapter (MEA) System Administrator's Guide

Describes how to configure and use the IBM MEA.

Document Description

vi IBM Maximo Instrument Calibration Manager: User’s Guide Addendum

http://support.mro.com

Overview

You use Calibration Manager to enter and track the calibration of instruments that measure process variables such as temperature, pressure, and flow.

Calibration Manager lets you to maintain a historical record of calibration measurements for instruments and measurement and test equipment (M&TE). In addition, you can track a historical record of the calibration instrument (standard) used to calibrate a specific instrument or M&TE.

Calibration Manager has one new application and specific tabs in five Maximo applications.

Calibration Manager Specific Applications

Assets (Cal) Application! Asset: An Is M&TE? check box allows you to indicate that an asset is

Measuring and Test Equipment. You can also assign an owner and status for an asset on this tab.

Tools (Cal) Application! Tool: Displays the tool record for an asset or an item designated as a

tool. Maintains information on tools, including measurement and test equipment (M&TE).

Stocked Tools (Cal) Application! Stocked Tool: You can view a tool as an M&TE tool and see if it is

calibrated in house.Job Plans (Cal) Application! Work Assets: Allows you to associate work assets to a data sheet via

the Data Sheets for Work Assets table window.Work Order Tracking (Cal) Application! Data Sheets: Allows you to view and use data sheets associated with a

work order. You can also attach data sheets to a work order via the Associated Data Sheets table window.

Data Sheets Application

The Data Sheets application is an integral component of Calibration Manager. You use the Data Sheets application to create data sheet templates for instruments and M&TE or standards.

Instrument Calibration Manager 1

© Copyright IBM Corp. 2006 1-1

You can associate data sheets with assets via the Attach Data Sheets action in the Asset application.

You can associate work assets with an approved data sheet via the Work Assets tab of the Data Sheets application or in a calibration job plan via Work Assets tab of the Job Plans (Cal) Application.

A technician uses the Work Order Tracking (Cal) Application to view an asset’s associated data sheet and enter calibration data for the asset.

Maximo generates work orders with attached data sheet(s) for assets via the Preventive Maintenance application, if the work asset was associated to a data sheet(s) in the Data Sheets or Job Plans (Cal) Application. In addition, you can add one or more data sheets to a PM generated work order via the Data Sheet tab of the Work Order Tracking (Cal) Application.

You can create an ad hoc calibration work order and attach one or more data sheets to it via the Data Sheet tab of the Work Order Tracking (Cal) Application. You can also attach a job plan with approved associated data sheets the work order.

See the Data Sheets Application section of this document for details about this application.

Calibration Manager Work Process

Stocked Tools (Cal)

You use the Stocked Tools (Cal) Application to view tools that are stocked in your tool storeroom. Rotating tools have a unique asset number and an inventory item number. The item number lets you track M&TE tools as a group as it is moved in and out of inventory and locations, while the asset number is useful to track individual instances of the M&TE tool as it is moved from one location to another and from one site to another.

Asset (Cal)

You use the Asset (Cal) application to create asset records for instruments, measurement and test equipment (M&TE), and standards. You can designate that any of the proceeding is a tool by selecting the Is M&TE? check box. This designation allows you to preform the following:

assign a unique identifier to the tool for traceability purposescreate a work order for the tool

You also can assign the asset an owner and a status.

You can associate one or more data sheets with an asset via the Attach Data Sheets action of the Asset application.

Calibration Manager Work Process

1-2 IBM Maximo Instrument Calibration Manager: User’s Guide Addendum

ager Work Process

Data Sheets

You use the Data Sheets application to create data sheets for instrumentation and measurement and test equipment (M&TE). Data sheets are templates that allow you to define calibration points and identify one or more asset functions. You can configure a data sheet for analog devices (for example, gauges, transmitters, control valves), discrete devices (for example, switches), or for an asset with multiple analog and discrete asset functions (for example, a recorder with a local alarm).You can define input and output parameters and accuracy tolerances for the associated piece of equipment. In addition, you can associate a work asset with a data sheet via the Work Assets tab of the Data Sheets application.

Job Plans (Cal)

You use the Job Plans (Cal) Application to create a calibration job plan for M&TE. The Work Assets tab of the Job Plans (Cal) Application allows you to associate one or more data sheets with a work asset for the job plan via the Data Sheets for Work Assets table window.

Job Plans can be designated at the sytem or organization level.

Work Order Tracking (Cal)

After a work order is generated via the Work Order Tracking (Cal) or Preventive Maintenance application, the technician can use the Data Sheets tab of the Work Order Tracking (Cal) Application to view and complete the data sheets associated with the work order. In addition, you can associate data sheets to work orders on the Data Sheets tab. Manually collected calibration data can also be entered in data sheets by the technician or administrative personnel at a later time.

The Work Order Tracking (Cal) Application has two actions for checking tools used during a calibration procedure. The Check Tool Status action is used to check the status of a tool associated with a work order. The Tool Spot Check action is used to record the results of a spot check performed on a tool associated with a work order.

Calibration Manager History Actions

You use the Asset (Cal) application’s View Tool Usage action to generate a list of all work orders that used a specific M&TE or standard to calibrate an asset (reverse traceability). You can also generate a list for a specific date range.

You use the Asset (Cal) application’s View Spot Check History action to view tool spot checks someone performed on the current asset using the Tool Spot Check action in the Work Order Tracking (Cal) Application. You can also generate a list for a specific date range.

You use the Asset (Cal) or Work Order Tracking (Cal) Application’s View Calibration History action to generate a list of data sheets associated to a

Calibration Man

Instrument Calibration Manager 1-3

specific M&TE or standard. You can also generate a list for a specific date range.

Glossary of Calibration Manager Terminology

The following terms are commonly used by those performing calibration processes.

Term Definition

Analog Data Sheet An analog data sheet defines the necessary information to calibrate an analog instrument or M&TE (for example, a gauge or transmitter). You define the data sheet in the Data Sheets application.

Asset Function While a data sheet lets you enter calibration data for a specific asset, it also allows the user to enter calibration data for one or more functions that asset may perform. For example, a tablet tester measures both mass and length. The use of asset functions allows the user to specify the unique attributes of each function.

You can create a single data sheet that encompasses all of the asset's functions instead of creating separate data sheets.

Calibration The comparison of an instrument’s performance to a standard of known accuracy. The objective of calibration is to ensure that an instrument’s output properly corresponds to its applied input.

Calibration Point The specific calibration requirement for each asset function. For example, a three-point check at 20%, 50%, and 75% calibrations points of an input range.

Clipped Range on Nominal Limit Values

You can specify that Maximo clips or limits the Range on Nominal lower and upper limit values for analog functions to the lower and upper input calibrated range of the asset function. Selecting the Limits Clipped check box lets you calibrate an asset within its input range.

Clipped Tolerance Limit Values

You can specify that Maximo clips or limits the Tolerance lower and upper limit values for analog functions to the lower and upper output calibrated range of the asset function. Selecting the Limits Clipped check box lets you calibrate an asset within its output range.

Data Sheet A data sheet provides a template to specify the input and output values and to enter As Found and As Left values.

Deadband The difference between a switch’s set and reset points.



ager Terminology

Desired Output The output you want to attain for a given input (for example, 0 psi input = 4 mA output).

Direction The referential direction (that is, increasing or decreasing) of the specified calibration point in the calibration process.

Discrete Data Sheet A discrete data sheet defines the necessary information to calibrate a discrete instrument or M&TE (for example, a switch). You define the data sheet in the Data Sheets application.

DUT Device under test. The asset being calibrated. See also: UUT

Field Resolution The minimum number of decimal places required for a numeric field value. Maximo validates that the field contains the specified number of decimal places. Maximo calculates input and output functions to the specified resolution.

Note: Maximo does not apply field resolution to all fields.

Input The process variable applied to the DUT.

Input Range The upper and lower input values between which you calibrate an asset.

Input Lower Range value is the minimum specified input value. Input Upper Range value is the maximum specified input value.

Instruments Devices used to monitor and control plant processes (for example, gauges, transmitters, and switches).

Measuring and Test Equipment (M&TE)

M&TE are the tools used to calibrate instruments.

No Adjustment Made Option

The No Adjustment Made option lets the user specify a "no adjustment made" tolerance. If all As Found values are within the acceptable user-specified tolerance, the technician can select the No Adjustment Made check box on the work order data sheet. When the technician selects the No Adjustment Made check box, Maximo copies the As Found values to the As Left fields on the work order data sheet, and both fields become read-only.

Nominal Input The user specified input value for each analog calibration point.

Output The DUT’s representation of the input.

Term Definition

Glossary of Calibration Man


Output Range The upper and lower output values between which you calibrate an asset.

Output Lower Range value is the minimum specified output value. Output Upper Range value is the maximum output value.

Process Units Define the engineering units used for reporting calibration error.

Range on Nominal The user-specified acceptable limits for input values for each calibration point. The range on nominal value might be limited to the input lower range value and input upper range value in certain cases.

Scaling Factor The conversion factor from output engineering units to user specified units. For example, an I/P convertor might represent a temperature signal (current and pneumatic pressure). The user might want to show error in temperature engineering units (°C or °F).

Set Point The input value at which a discrete device should actuate.

Set Point Action The desired behavior of the discrete device (for example, a switch) at the specified set point (for example, open and close).

Standard A standard is a tool used to calibrate assets. A standard has a higher degree of accuracy than the asset being calibrated.

Tolerance Tolerance defines an acceptable value or value range for a specified output value.

Generally the asset's manufacturer establishes tolerance limits.

For each asset function, Maximo allows up to four tolerance levels:

Tolerance 1 is the tightest tolerance.

Tolerance 4 is the widest tolerance.

You define the status for each tolerance level. By default, Maximo assigns a status of PASS if the output value does not exceed Tolerance 1.

Traceability The historical record of which instruments you calibrated using a standard. Also, the historical record of the standard used to calibrate an instrument (reverse traceability).

UUT Unit under test. The asset being calibrated. See also: DUT

Term Definition



ager Components

Calibration Manager Components

Asset (Cal) Application

Asset Tab

The Asset tab of the Asset (Cal) application displays the main record for an asset. You use the tab to add new records to the database and view and modify existing records.

You can indicate that an asset is a M&TE tool by selecting the Is M&TE? check box. You can assign an owner of the tool by entering a value using the Action Menu item Associate Users and Custodians. You can assign a status to a tool by entering a value in the Status field.

Asset Screen

Create an Asset Record for M&TE or a Standard

You use the Asset (Cal) application to create an asset record for instruments and measuring and test equipment (M&TE). When you create the record, you can define the M&TE as a tool, assign the tool an owner, and assign a status to the tool.

To create an Asset record for Measuring and Test Equipment (M&TE) or standard:

1 On the Maximo toolbar, click New Asset. Maximo displays the Asset tab.

Calibration Man


2 On the Asset tab, enter a value in the Asset field.

NOTE To move an asset from one site to another, the asset's number must be unique at the organization level to move it. If an asset already has the same asset number at the site where you want to move the selected asset, Maximo does not let you move the asset.

3 You can enter a description in the Asset Description field. If you need more space, click Long Description .

4 If this asset has a parent in the Belongs To field, enter a value or click Detail Menu and select an option.

NOTE If the parent asset is associated with a location, Maximo copies the location identifier to the Location field.

5 If the asset is rotating, in the Item field, enter a value or click Detail Menu and select the option Go to Tools (Cal).

6 In the Serial # field, enter a unique identifier for the asset.

7 You can enter information in the other fields according to your company's business practices.

NOTE An asterisk (*) indicates a required field.

8 Click Change Status to change the asset’s status.

9 Click Save Asset. Maximo saves the asset record.

Define a Tool’s Attributes

To define a tool's attributes, complete the following steps:

1 From the Asset (Cal) application, create a new asset record or find the asset record for the tool you want to define.

2 Click the Asset tab.

3 Check the Is M&TE? check box to indicate that the tool is M&TE.

4 Check the Is Calibrated In House? check box to indicate that you calibrate the tool in-house.

NOTE If you use the PM application to generate work orders for the tool and you assign a value of CAL in the Work Type field on the PM tab, Maximo displays the date for the next calibration work order in the Next Calibration Date field. If you do not use the PM application to generate work orders, the field remains blank.

Tools (Cal) Application

You use the Tools (Cal) Application to manage information about the tools used to perform work. Tools are typically non-consumable items for which you charge an hourly rate for their use. Some examples of tools include air



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compressors, nail guns, calibration equipment, and heavy equipment such as cranes and excavators. You catalog these tools in an Item Set, which can then be shared by the organizations using that Item Set. You can add these tools to storerooms, and use them on job plans and work orders. When you use a tool on a work order, Maximo can reserve the tool in the specified storeroom. You also can issue, receive, and transfer tools from storerooms.

When you create a tool record you are defining the main attributes of the tool (such as commodity codes, issue unit, whether the tool is lotted, or rotating), along with any alternate tools that can be used in its place and a list of the qualifications necessary for a person to use the tool. All tools are marked as capitalized.

The Tools (Cal) Application also maintains information on tools, including measurement and test equipment (M&TE). You can create a tool storeroom (tool room) in the Storerooms application, which lets you move a tool in and out of a tool room.

For each tool, you can also:

add the tool to one or more storeroomsspecify the tool rate, GL accounts, associated vendor, and tax codes that vary by organizationadd a list of vendors that carry the tool list the specifications for the tool duplicate or delete a toolattach documents outside of Maximo that relate to the tool

Tool Tab

You use the Tool tab of the Tools (Cal) Application to add records for tools that are used by your organizations and can be stocked in your company's storerooms. Tools are typically non-consumable items for which you charge an hourly rate for their use. Tools are any items that are used to perform work, such as building, maintenance, and repair work. Some examples of tools include air compressors, nail guns, calibration equipment, and heavy equipment such as cranes and excavators.

Each tool can have an associated hourly rate charged for its use. After you create a tool, you can refer to it on a job plan, work order, purchase requisitions, and purchase orders. All tools are financially accounted for as capitalized costs.

When creating a tool, you can choose to further define it with one or more of the following attributes:

commodity group and commodity codemeter and meter grouplot type material safety data sheet (MSDS) whether the tool is rotating, meaning that you want to track it as an asset whether to inspect the tool on receipt, meaning you require the tool to be examined during the receiving process before it is acceptedwhether the tool is outside, meaning that it is owned by an outside supplieris the tool part of measuring and test equipment (M&TE)is the tool calibrated in house

Calibration Man


You also can manage a list of other tools that are interchangeable with this one, and manage a list of the qualifications needed for someone to use the tool.

Tool Screen

Job Plans (Cal) Application

You use the Job Plans (Cal) Application to create, modify, or delete job plan records. A job plan is a detailed description of work to be performed for a work order. You can copy job plans to PM records, routes, and directly to work orders. After a job plan becomes a work plan on a work order, you can modify the work plan without affecting the job plan.

Job plans generally contain tasks (procedures), along with lists of estimated labor, labor hours, materials, services, and tools required for the work. To ensure that work on an asset is performed in a safe manner, you can add work assets and associate safety plans that can be used when work is performed.

You can specify which organizations or organizations and sites can use the information on the plan and/or its tasks. If you do not specify this information, the job plan can be used in any site of any organization.

NOTE You also can create a job plan from a work plan that you use frequently. You might need security authorization to create a job plan from a work plan. For more information, see the Work Order Tracking Help.

Job Plan Tab

You use the Job Plan tab of the Job Plans (Cal) Application to create, modify, or delete job plan records. When job plans are used on work orders, they become work plans. You can modify the work plan on a work order without affecting the job plan.

You can enter estimated labor, materials, services, and tool information for the job plan as a whole. You can also add tasks, or operations, needed to complete the work and associate labor, materials, services, and tool information with each task. You can also associate a task with a meter name.



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You can specify site and organization information for the plan and/or its tasks and select responsible parties for the work.

After adding information to the Job Plan tab and its subtabs, view estimated costs by using the View Costs action.

Work Assets Screen

Create an Instrument Calibration Job Plan

When creating an instrument calibration job plan, you use the Work Assets tab to associate one or more data sheets to work assets associated with the job plan.

To create an instrument calibration job plan, complete the following steps:

1 On the Maximo toolbar, click New Job Plan. Maximo displays the Job Plan tab.

2 In the Job Plan field, enter a value.

3 You can enter a description in the Job Plan Description field.

4 In the Supervisor and Lead fields, enter a value or click Detail Menu and select an option.

5 In the Crew field, enter a value or click Select Value to choose from the list.

6 Change the default values in the Duration, WO Priority, and Interruptible? fields, as necessary.

7 To add the job plan tasks, complete the following steps:

a At the bottom of the Job Plan Tasks table window, click New Row. The Row Details appear at the bottom of the table window.

Calibration Man


b Enter the order in which someone should perform the task in the Sequence field.

c Enter a task ID for each step in the Task field.

NOTE Number the task IDs in increments of 10, so that you can add new tasks later without disrupting the order. For more information about numbering tasks, see Job Plan Tasks in the application help.

d Enter a description of the task if necessary.

e Enter its estimated completion time in the Duration field.

f Click Save Job Plan.

8 On the Labor, Materials, and Tools subtabs, select the workers and the required inventory items, asset spare parts and tools, and complete the remaining required fields.

9 On the Work Assets tab, define the work assets for the job plan by completing the following steps:

a At the bottom of the Work Assets and Safety Plans table window, click New Row. The Row Details appear at the bottom of the table window.

b In the Location, Asset, or Item fields, enter a value or click Detail Menu and select an option. You can select only one Location, Asset, or Item per row. To edit an existing row, click View Details.

c In the Safety Plan field, enter a value or click Detail Menu and select an option.

d To make the selected safety plan the default for the location, asset, or item, select the Default Safety Plan? check box. You can designate only one safety plan as the default for a location, asset, or item.

e In the Work Type of Created Work Order field, enter a value or click Select Value and select an option.

f Click Save Job Plan .

10 On the Work Assets tab, associate one or more data sheets for each work asset you define in the calibration job plan by completing the following steps:

NOTE You can attach only data sheets with a status of APPR (approved) to a job plan.

a At the bottom of the Data Sheets for Work Assets table window, click New Row. The Row Details appear at the bottom of the table window.

b In the Data Sheet field, enter a value or click Detail Menu and select an option.

11 Click Save Job Plan. Maximo saves the job plan record.



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Work Order Tracking (Cal) Application

You use the Work Order Tracking (Cal) Application to plan, review, and approve work orders for assets and locations. When you create a work order in Maximo, you initiate the maintenance process and create a historical record of work being performed. You can create work orders in several Maximo applications. See Creating Work Orders for more information.

You also use the Work Order Tracking (Cal) Application to view and use data sheets associated with the work order via the Data Sheet tab.

In addition to the standard Work Order Tracking actions, there are three calibration related actions that allow you to perform the following functions:

View the calibration history of an asset.Check the status of a tool associated with a work order.Record the result of a spot check for a tool associated with a work order.

Data Sheets Tab

Use the Data Sheets tab of the Work Order Tracking (Cal) Application to display associated data sheets for a specified work order.

The information displayed on the Data Sheets tab is identical to that defined in the Data Sheet application. Additionally, Maximo displays data entry fields for environmental conditions, as found and as left values, as found and as left response, as found and as left status, and as found and as left comments.

You also can use the Associated Data Sheets table window to associate data sheets to a work order.

Data Sheets Screen

Calibration Man


Use the Work Order Calibration Data Sheet

You use the work order calibration data sheet to enter data gathered during an asset's calibration.

NOTE The work order must have a status of approved (APPR) for you to complete the data sheet.

To use the work order calibration data sheet, complete the following steps:

1 Open the Work Order Tracking (Cal) Application.

2 Display the calibration work order record for which you want to complete a calibration data sheet.

3 Select the Data Sheets tab.

4 In the Associated Data Sheets table window, click View Details to display the Data Sheet that you want to complete.

5 Select the Data Sheets tab.

NOTE You can edit the Asset field. If someone entered a value for this field on the work order, Maximo displays it in the Associated Data Sheets table window. You may want to edit this field to add data sheets for multiple assets in a location, or to perform an instrument loop calibration procedure.

NOTE You can use the Associated Data Sheets table window to associate data sheets to the work order.

You complete one of the following two sets of steps to complete a data sheet for an analog asset function or a discrete asset function.

To enter calibration point values for an analog asset function, complete the following steps:

1 In the Assets Function table window, click View Details to display the values for the analog asset function that you want to calibrate.

2 In the Calibration Points table window, click View Details to display the calibration point for which you want to enter calibration information.

3 Enter a value in the As Found Values Input field.

4 Enter a value in the As Found Values Output field.

NOTES Maximo validates the minimum field resolution of the value you enter.

Maximo validates each As Found value and displays a message if the value is outside of the established limit range.

Maximo updates the values in the Asset Error, Process Error, and As Found Tolerances fields.



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5 If no adjustments are necessary, select the No Adjustments Made check box in the Asset Functions table window.

6 If adjustments are necessary, adjust the asset.

7 Enter a value in the As Left Values Input field.

8 Enter a value in the As Left Values Output field.


Maximo validates each As Left value and displays a message if the value is outside of the established limit range.

Maximo updates the values in the Asset Error, Process Error, and As Left Tolerances fields.

9 You can enter values in the As Found Response and As Left Response Response fields. To choose a value from the list of units values, click Select Value.

10 Repeat steps 2 through 9 for each calibration point.

11 Click Save.

To enter calibration point values for a discrete asset function, complete the following steps:

1 In the Assets Function table window, click View Details to display the values for the discrete asset function that you want to calibrate.

2 In the Calibration Points table window, click View Details to display the calibration point for which you want to enter calibration information.

3 Enter a value in the As Found Values Set Point field.


Maximo validates each As Found value and displays a message if the value is outside of the established limit range.

Maximo updates the values in the Asset Error, Process Error, and As Found Tolerances fields.

4 If no adjustments are necessary, select the No Adjustments Made check box in the Asset Functions table window.

5 If adjustments are necessary, make adjustments to the asset.

6 Enter a value in the As Left Values Set Point field.


Calibration Man


Maximo validates each As Left value and displays a message if the value is outside of the established limit range.

Maximo updates the values in the Asset Error, Process Error, and As Left Tolerances fields.

7 You can enter values in the As Found Response and As Left Response Response fields. To choose a value from the list of units values, click Select Value.

8 Repeat steps 2 through 7 for each calibration point.

9 Click Save.

After you have entered all of the calibration point information, return to the Associated Data Sheets table window and complete the following steps:

1 In the As Found Status field, enter a value or click Select Value to choose from the list.

2 You can enter comments in the As Found Comments field. To enter more details, click Long Description.

3 In the As Left Status field, enter a value or click Select Value to choose from the list.

4 You can enter comments in the As Left Comments field. To enter more details, click Long Description.

5 You can enter environmental condition values in the Temperature, Humidity, and Barometric Pressure fields. Enter a numeric value and enter a units value for each field. You can click Select Value to choose from the list of units values.

6 Click Save.

Calibration Manager Actions

Asset (Cal) Actions

The following Calibration Manager specific actions are available from the Asset Select Action Menu:

Attach Data Sheets — Use to attach one or more data sheets to an asset record.

View Calibration History — Use to generate a list of data sheets associated to a specific M&TE or standard. You can also generate a list for a specific date range.

View Tool Usage — Use to generate a list of all work orders that used a specific M&TE or standard to calibrate an asset (reverse traceability). You can also generate a list for a specific date range.

Calibration Manager Actions


Manager Actions

View Spot Check History — Use to view tool spot checks someone performed on the current asset using the Tool Spot Check action in the Work Order Tracking (Cal) Application. You can also generate a list for a specific date range.

Work Order Tracking (Cal) Actions

The following Calibration Manager specific actions are available from the Work Order Tracking Select Action Menu:

View Calibration History — Use to generate a list of data sheets associated to a specific M&TE or standard. You can also generate a list for a specific date range.

Check Tool Status — Use to check the status of a tool associated with a work order.

Tool Spot Check — Use to record the results of a spot check performed on a tool associated with a work order.

Calibration


Data Sheets Actions

Refer to Chapter 2 for a list of Data Sheets actions.

For more information about using these Actions, refer to the Help.

Calibration Manager Reports

The following reports are available for Calibration Manager:

Blank Data Sheet Report (Data Sheets Application)—Lists details of the selected data sheet template.

Data Sheet Report (Work Order Tracking)—Lists details of the selected data sheet generated via Work Order Tracking.

Reverse Traceability Report (Assets)—the work assets that a tool was used to calibrate within a specified time period.

Traceability Report (Assets)—the tools that were used to calibrate work assets within a specified time period.

Calibration Due Report (Preventive Maintenance)—All assets with an associated ‘Cal’ work type PM that will be due calibration within a specified time period.

Calibration over Due Report (Preventive Maintenance)—All assets with an associated ‘Cal’ work type PM who’s next due date is earlier than the current date (for example: overdue).

Calibration Manager Reports


You use the Data Sheets application to create data sheets for instruments and measuring and test equipment (M&TE). Data sheets are templates that let you to define calibration points for one or more asset functions. You can configure a data sheet for analog asset functions (for example, gauges, transmitters, control valves), discrete asset functions (for example, switches), or for assets with multiple analog and discrete asset functions (for example, recorders with a local alarm). You can define input and output parameters and accuracy tolerances for asset functions you associate with the data sheet.

The Data Sheets application is workflow enabled in Maximo. You can route data sheets for approval according to your companies business rules.

A data sheet can have one of the following statuses:

Approved (APPR)—Required for you to add a data sheet to a work order or job plan.

Draft (DRAFT)—The default status that a data sheet has when you create it. DRAFT is the only status that allows you to edit a data sheet.

Inactive (INACTIVE)—The data sheet is no longer in use.

NOTE Maximo will not validate the status of a data sheet attached to an open work order that has been changed to INACTIVE.

Waiting for Approval (WAPPR)—The data sheet is waiting for designated personnel to approve it in workflow.

To access the Data Sheets application, select the Resources icon on the Maximo Start Center, then choose Data Sheets or use the Go To link.

Data Sheets Application Tabs

The Data Sheets application consists of the following tabs:

Data Sheet tab

Work Assets tab

The Data Sheet tab allows you to create a data sheet for M&TE. A user with the appropriate permissions can add new records to the database and view and modify existing records.

The screen has the following table windows:

Data Sheets Application 2


Asset Functions

Calibration Points or Calibration Points For All Functions

NOTE Maximo activates specific fields on the Asset Functions table window and Calibration Points or Calibration Points For All Functions table window based on the value you enter (ANALOG or DISCRETE) in the Type field on the Asset Functions table window.

Data Sheet Screen



s Application Tabs

Data Sheet Screen - Asset Functions Table Window

Data Sheet Screen - Asset Functions Table Window (scrolled down)

Data Sheet

Data Sheets Application 2-3

Data Sheet Screen - Calibration Points or Calibration Points For All Functions Table Window

Work Assets Screen


The Data Sheets application screen contains 3 tabs:

List—Use to search the database using any combination of available fields.

Data Sheet—Use to create a data sheet for M&TE. A user with the appropriate permissions can add new records to the database and view and modify existing records. The Data Sheets tab consists of the following table windows:

! Asset Functions—Use to define the parameters for the function of an asset.

! Calibration Points—Use to define the input and desired output for each calibration point.



ata Sheets Actions

Work Assets—Use to associate multiple work assets to the current data sheet. You can associate the current data sheet with equipment, locations, or items. You can add new records to the database and view and modify existing records.

Data Sheets Actions

The following actions are available from the Data Sheets Select Action Menu:

Change Status — Use to change the status of a record. If the action is selected from the Results subtab of the Search tab, you can change the status of all selected records as a batch action.

Run Reports — Use to access the reports available for the current application.

Delete Data Sheet Plan — Use to delete the current record from the Maximo database.

Duplicate Data Sheet Plan — Use to create a copy of the current record with the same settings or values, which can then be modified and saved as a new record.

Add to Bookmarks — Use to add the current record to your personal bookmark list.

Revise Data Sheet

View Revision History

For more information about using these Actions, refer to the online help.

Data Sheets Procedures

You perform the following procedures using the Data Sheets application.

Create a Data Sheet

To create a data sheet, complete the following steps:

1 Open the Data Sheets application.

2 On the Maximo toolbar, click New Data Sheet .

3 In the Data Sheet field, enter a name.

4 You can enter a description in the Data Sheet Description field. To enter more details, click Long Description.

NOTE When you create a new data sheet, Maximo enters a default value of DRAFT in the Status field. After you save the data

D


sheet and have the appropriate privileges, you can change the status by using the Change Status action.

NOTE When you create a new data sheet, Maximo enters the current date in the Status Date field.

5 In the Asset Functions table window, click New Row.

6 In the Asset Function field, enter a numeric value for the asset function.

7 In the Asset Function Description field, enter the description of the asset function for which you are creating the data sheet. To enter more details, click Long Description.

8 In the Type field, enter a value of ANALOG or DISCRETE or click Select Value to select a value from the list.

9 To allow a field technician to add calibration point rows to a work order data sheet while performing a calibration, select the Technician Insert Points? check box.

You complete one of the following sets of steps to create a data sheet for an analog asset function or a discrete asset function.

Analog Asset Function To create a data sheet for an analog asset function complete the following steps:

1 Select an analog asset function from the Asset Functions table window.

2 In the Input Information section of the Asset Functions table window, complete the following steps:

a In the Min Field Resolution field, enter the number of significant digits for the calibration input.

b Select the Limits Clipped? check box to have Maximo clip (limit) the indicated range on nominal and tolerance upper and lower limit values for analog functions to the lower and upper input and output calibrated ranges of the asset function.

c In the Input Range fields, enter a value in the From and To fields, and then enter a value in the Units field or click Select Value to select a value from the list.

d In the Range Limit fields, enter a value in the From and To fields, and then enter a value in the As field or click Select Value to select a value from the list.

3 In the Output Information section of the Asset Functions table window, complete the following steps:

a In the Min Field Resolution field, enter the number of significant digits for the calibration output.

b Select the Square Root of the Input check box, to calibrate analog asset functions that measure differential pressure.



Sheets Procedures

c In the Output Range fields, enter a value in the From and To fields, and then enter a value in the Units field or click Select Value to select a value from the list.

d Enter a value in the Process Units field or click Select Value to select a value from the list.

e Enter a value in the Scaling Factor field.

4 In the Tolerance 1 section of the Asset Functions table window, complete one of the following sets of steps:

a In the Single fields, enter a value in the From and To fields, and then enter a value in the As field or click Select Value to select a value from the list.

b Enter a value in the Status when Exceeded field or click Select Value to select a value from the list.

c Select the No Adjustment Limit check box to indicate which tolerance you want to designate as 'No Adjustment Made.' Or

a In the Summed fields, enter a value in the EU, %Span, %URV, and %Reading fields, and then enter a value in the Applied As field or click Select Value to select a value from the list.


c Select the No Adjustment Limit check box to indicate which tolerance you want to designate as 'No Adjustment Made.'

5 Repeat step 4 for Tolerance 2, Tolerance 3, and Tolerance 4, if required.

6 To enter calibration points, go to the Calibration Points table window. If you do not want to enter calibration points, click Done.

7 In the Calibration Points table window, click New Row.

8 In the Calibration Point field, enter a numeric value.

9 In the Calibration Point Description field, enter a description for the calibration point. To enter more details, click Long Description.

10 In the Analog Point Information section, complete the following steps:

a In the Nominal Input field, enter a numeric value. Maximo automatically enters the units value and calculates desired output.

b In the Direction field, enter a value or click Select Value to select a value from the list.

NOTE Maximo automatically updates the Range on Nominal From and To and Tolerance # From and To fields.

Data


11 Repeat steps 7 through 10 to add more calibration points to the data sheet.

12 Click Save Data Sheet. Maximo saves the data sheet record.

Discrete Asset Function To create a data sheet for a discrete asset function complete the following steps:

1 Select a discrete asset function from the Asset Functions table window.

2 In the Input Information section of the Asset Functions table window, complete the following steps:

a In the Min Field Resolution field, enter the number of significant digits for the calibration input.

b In the Input Range fields, enter a value in the Units field or click Select Value to select a value from the list.

3 In the Output Information section of the Asset Functions table window, complete the following steps:

a Enter a value in the Process Units field or click Select Value to select a value from the list.

b Enter a value in the Scaling Factor field.

4 In the Tolerance 1 section of the Asset Functions table window, complete the following steps:

a In the Single fields, enter a value in the From and To fields, and then enter a value of "EU" in the As field or click Select Value to select the "EU" value from the list.


c Select the No Adjustment Limit check box to indicate which tolerance you want to designate as 'No Adjustment Made.'

5 Repeat step 4 for Tolerance 2, Tolerance 3, and Tolerance 4, if required.

6 To enter calibration points, go to the Calibration Points table window. If you do not want to enter calibration points, go to step 12.

7 In the Calibration Points table window, click New Row.

8 In the Calibration Point field, enter a numeric value.

9 In the Calibration Point Description field, enter a description for the calibration point. To enter more details, click Long Description.

10 In the Discrete Point Information section, complete the following steps:

a In the Set Point field, enter a numeric value. Maximo automatically enters the units value.



Sheets Procedures

b In the Set Point Action filed, enter an action or click Select Value to select a value from the list.

NOTE Maximo automatically updates the Tolerance # From and To fields.

11 Repeat steps 7 through 10 to add more calibration points to the data sheet.

12 Click Save Data Sheet. Maximo saves the data sheet record.

Edit an Existing Data Sheet

To edit asset function information, complete the following steps:

You can edit a data sheet only if it has a status of DRAFT. To edit an approved data sheet you must use Revision Control.

1 In the Data Sheet application, select the data sheet that you want to edit.

2 You can make changes to any of the fields in the Asset Functions table window or Calibration Points or Calibration Points For All Functions table window.

3 To add to new row in the Asset Functions table window, click New Row. A new asset function row is added to the table window.

4 To add to new row in the Calibration Points, click New Row. A new calibration point row is added to the table window.

5 To mark a row for deletion in the Asset Functions table window, click Mark Row for Delete . The asset function row is marked for deletion.

6 To mark a row for deletion in the Calibration Points or Calibration Points For All

7 Functions table window, click Mark Row for Delete . The calibration point row is marked for deletion.

8 Click Save Data Sheet to save your edits to the data sheet.

Associate Work Assets with a Data Sheet

To associate work assets with a data sheet, complete the following steps:

1 In the Data Sheets application, find the data sheet you want to associate with a work asset.

2 Select the Work Assets tab.

3 In the Work Asset table window, click New Row.

4 In the Location, Asset, or Item field, enter a work asset value or click Detail Menu and select an option. You also can click Select Locations, Select Assets, or Select Items to select a work asset.

Data


NOTE If you select location as the work asset, Maximo automatically updates the Asset field.

5 Repeat steps 3 through 5 to associate additional work assets to the data sheet.

6 Click Save Data Sheet.

Use Revision Control

Changes made to an approved data sheet are now tracked for revision control. This allows previous work orders to look up values that were used prior to the update. Historical changes to data sheets are available for viewing. This includes the name of the person that made the changes and the date of the change.

To use revision control, follow these steps:

1 In the Data Sheets application, open the approved data sheet that you are going to revise.

2 From the Select Action menu, select Revise Data Sheet. The Revise Data Sheet dialog box opens.

3 Enter a unique description for the revised data sheet in the Revision Description field.

4 Click OK.

You are returned to the Data Sheet tab. All of the information from the original is copied over with the following exceptions: the revision number is incremented by one, and the status is set to PNDREV.

5 Make any necessary changes.

6 Click Save Data Sheet .

What Happens Next? After you have created a revised data sheet, you can set the status to either WAPPR or APPR. When the status is set to APPR, the prior revision's status is set to REVISED and it cannot be edited or re-opened. All job plans associated with the data sheet are automatically updated to the revised version; however, work orders that have the data sheet attached are not automatically updated..

Calculations

The calculations used to determine the various values are different depending on if you need the tolerance levels based on output or input information. And the desired output calculations change depending on direction of values and whether the value is increasing or decreasing. Maximo does all of the calculations for you based on the values you enter. The calculations are shown below for reference only.

Calculations


Calculations

As well as the legend table, there are separate tables for desired output, single value calculations, and summed value calculations.

Use this legend when referring to the calculations.

Legend

Single Tolerance

There are two calculations that can be used to calculate the desired output. Which one you use depends on the direction of the input and the output. Desired output is calculated and then applied to the formulas to calculate tolerance limits.

I input value: nominal or actual iLower input range lower limit iupper input range upper limit ia actual input value( as found input) icalc calculated input value ( input as calculated from the as found output) O output value: desired oLower output range lower limit oupper output range upper limit oa actual output value( as found output) ocalc calculated output value ( output as calculated from the input) ∆i input range span ∆o output range span rLOWER Range limit From Value (lower limit) rUPPER Range limit To Value (Upper limit) Tolerance tolerance value entered, ie +/- 2.5, +2.5 or –2.5

Same direction increasing If Input From – Input To < 0 and Output From – Output To <= 0

Desired Output=

Same direction decreasing If Input From – Input To > 0 and Output From – Output To >= 0

Opposite Direction Increasing/Decreasing

If Input From – Input To < 0 and Output From – Output To >= 0

Desired Output=

Opposite Direction Decreasing/Increasing

If Input From – Input To > 0 and Output From – Output To <= 0

( ) LowerLower o*ii +⎟⎠⎞

⎜⎝⎛

∆∆

−=io

( ) ⎟⎠⎞

⎜⎝⎛

∆∆

−−=ioOUpper *ii Lower


The following calculations are used to determine values on the Data Sheet tab of the Data Sheets (Cal) and Work Order Tracking (Cal) applications, when using single values.

Value Criteria Tolerance Based on Input Tolerance Based on Output

EU Tolerances based on Input are expressed in Input units. The Tolerance Levels are always expressed in Output units; therefore, a conversion must take

place. The conversion is

If the tolerance is based on output then no conversion is required.

Tolerance

%SPAN For the % Span criteria, the values are calculated from the asset’s calibrated inputspan, converted to output units, and are added to or subtracted from the desiredoutput value to determine the range limits. The span is the algebraic differenceof the input upper and lower range values divided by 100.


%URV The %URV is the upper range value divided by 100. If the upper input range value is used, the value must be converted to output units before calculating tolerance. The converted tolerance is then added or subtracted from the desired output valueto determine the range limits.


%READING

For the % Reading criteria, the values are calculated from the nominal input value applied to the asset, divided by 100, converted to output units, and then added to or subtracted from the desired output value to determine the range limits. These values are not constants—they vary with nominal input.


Calculations


Calculations

Summed Tolerance

The calculation converts the individual terms to corresponding output units and then sums all of the output units. Essentially, it is a summation of single tolerance expressions.

Summed Tolerance = desired output +EU + %Span + %URV + %Reading

The formula based on input becomes (where T = tolerance):

The formula based on output becomes (where T = tolerance):

Square Root Tolerance

The formula for calculating desired output is included in all of the following equations. It is shown here for reference:

Desired output =

The following equations are used to determine values on the Data Sheet tab of the Data Sheets (Cal) and Work Order Tracking (Cal) applications, when using square root equations.


Single Square Root Equations for Input

Summed Square Root Equations for Input

Positive Square Root Equations Negative Square Root Equations

EU

%SPAN

%URV

%READING

Positive Square Root Equations

Negative Square Root Equations

Calculations


Instrument Calibration Manager has the following MAXVARS:

PLUSCAUTOSTATUS: Automatically or Manually Set Status on Work Order Data Sheet

PLUSCTOLWARN: Display Warning Message Upon Save, Upon Tabbing from a Field, or Never

PLUSCPASTDUEVAL: Allow or Prevent Past Due Tools on Work Order Tracking (Cal) Actuals Tab

PLUSWORKTYPECAL: Work Type of Calibration

PLUSCQUALTECH: Allow or prevent non-qualified technicians to use tools.

IS_PLUSC: Identifies the version number of the installed product

PLUSCAUTOSTATUS

This MAXVAR determines whether Maximo or the user sets the As-Found Status and As-Left Status on the Work Order Tracking Data Sheet. The status values are based on the as-found and as-left calibration point values that the user enters and the widest tolerance limit that is exceeded. For example, if a user enters three as-left field calibration points that are in the "pass" range and one as-left field calibration point that is in the "adjustment required" range, Maximo would set the As-Left Status to "adjustment required."

For Maximo to automatically set each Status field, the user must enter data for all the calibration points for that field (as-found and/or as-left).The status is set upon saving the record.

When you select this check box, Maximo automatically sets the value of the As-Found Status and As-Left Status fields on the data sheet (default).

If you clear the check box, you can manually set the value of the As-Found Status and As-Left Status fields on the data sheet.

If a user has the correct signature security, he can override an automatically-set status.

PLUSCTOWARN

This MAXVAR determines when, if at all, to display a warning message that a value entered in either the As-Found Output field or the As-Left Output field exceeds a user-defined tolerance limit.

Instrument Calibration Manager MAXVARS 3


Select the appropriate option:

Display message upon saving the record.Display message upon tabbing from each Output field (default).Never display the message.

PLUSCPASTDUEVAL

This MAXVAR determines whether or not you can add tools that are past due to the Work Order Tracking (Cal) Actuals tab. Maximo checks the tool’s Calibration Due Date to determine if the tool is past due. When you select a tool that is past due, Maximo displays a warning.

When you select the check box, Maximo allows a past due tool to be added to the work order.

When you clear the check box, Maximo prevents a past due tool from being added to the work order (default).

PLUSWORKTYPECAL

This MAXVAR provides 'CAL' (Calibration) as a value in the Work Type select value list. It is used by Maximo to identify calibration-specific work orders.

The VARVALUES for PLUSWORKTYPECAL are:

CAL = Calibration (default)

CAUTION Do not change this MAXVAR

PLUSCQUALTECH

This MAXVAR sets how the relationship between a technician and a tool is handled.

If you select "Validate but with a warning message" an unqualified techni-cian can still be entered, but a warning message will be displayed.

If you select "Validate and enforce the relationship between tool and technician" then you cannot enter an unqualified technician. This option is enforced only when a technician is entered; not all tools require a qualified technician.

You can also select to have no validation between a technician and a tool.

IS_PLUSC

This MAXVAR is used to identify the Calibration Manager industry solution and the version numbers of Calibration Manager, the Maximo installation and build, and the database build. The installation process adds the VARVALUE to the database.

The VARVALUE for IS_PLUSC takes the following format:

RELEASE #, BUILD #, Maximo RELEASE #, Maximo BUILD #, Maximo DATABASE BUILD #


Example:

If Industry Solution Release #1 (build 019) of Calibration Manager is installed on a Maximo 5.2 system (build 061) with database build V520-01, the MAXVARS table has an entry similar to:

VARNAME = IS_PLUSC

VARVALUE = 1.0, 019, 5.2, 061, V520-01

To View and Change MAXVARS Settings:

To view and change the MAXVARS setting:

1 Open the Organization you want to modify in the Organizations (Cal) application.

2 From the Select Action menu, select Calibration Options, then select either Edit Rules or Other Organization Settings.

3 Make any necessary changes then click OK to save the changes.

Instrument Calibration Manager MAXVARS 3-3


Database Information

The following tables list Calibration Manager specific database information.

PLUSCASSETSTATUS Table)

Calibration Manager Database Tables and Columns

4COLUMNS NULLS DATA TYPE LENGTH

ASSETNUM N VARCHAR2 12

CHANGBY Y VARCHAR2 18

CHANGEDATE Y DATE

MEMO Y VARCHAR2 250

ORGID N VARCHAR2 8

PLUSCASSETSTATUSID

N NUMBER 22

SITEID N VARCHAR2 8

STATUS Y VARCHAR2 12


PLUSCDSASSETLINK Table

PLUSCDSINSTR Table

COLUMNS NULLS DATA TYPE LENGTH

ASSETDESCRIPTION N VARCHAR2 100

ASSETNUM Y VARCHAR2 20

DSAL1 Y VARCHAR2 10

DSAL10 Y VARCHAR2 10

DSAL2 Y VARCHAR2 10

DSAL3 Y VARCHAR2 10

DSAL4 Y VARCHAR2 10

DSAL5 Y VARCHAR2 10

DSAL6 Y VARCHAR2 10

DSAL7 Y VARCHAR2 10

DSAL8 Y VARCHAR2 10

DSAL9 Y VARCHAR2 10

DSASSETSLINKID N NUMBER

DSPLANNUM N VARCHAR2 20

ITEMNUM Y VARCHAR2 20

LANGCODE N VARCHAR2 4

LOCATION Y VARCHAR2 8

ORGID Y VARCHAR2 8

SITEID Y VARCHAR2 8


ALLOWPOINTINSERTS N NUMBER 22

ASSETFUNCTION Y NUMBER 22

CLIPLIMITS N NUMBER 22

DESCRIPTION Y VARCHAR2 50


INPUTPRECISION Y NUMBER 22

INPUTRANGE Y NUMBER 22

INSTRCALRANGEEU Y VARCHAR2 12

INSTRCALRANGEFROM

Y VARCHAR2 15

INSTRCALRANGETO Y VARCHAR2 15



abase Information

INSTROUTRANGEEU Y VARCHAR2 12

INSTROUTRANGEFROM

Y VARCHAR2 15

INSTROUTRANGETO Y VARCHAR2 15

INSTRSEQ N NUMBER 22


NOADJMADECHOICE Y NUMBER 22

NOADJMADECHOICE1 Y NUMBER 22




ORGID N VARCHAR2 8

OUTPUTPRECISION Y NUMBER 22

OUTPUTRANGE Y NUMBER 22

PLANTYPE N VARCHAR2 12

PLUSCDSINSTRID N NUMBER 22

PROCESSEU Y VARCHAR2 12

PROCESSEUFACTOR Y VARCHAR2 15

REVISIONNUM N NUMBER 22

RON1LOWERVALUE Y VARCHAR2 15

RON1TYPE Y VARCHAR2 12

RON1UPPERVALUE Y VARCHAR2 15

SITEID N VARCHAR2 8

SQUAREROOT N NUMBER 22

TOL1DESCRIPTION Y VARCHAR2 80

TOL1LOWERVALUE Y VARCHAR2 15

TOL1NOADJLIMIT N NUMBER 22

TOL1STATUS Y VARCHAR2 12

TOL1SUMDIRECTION Y VARCHAR2 12

TOL1SUMEU Y VARCHAR2 15

TOL1SUMREAD Y VARCHAR2 15

TOL1SUMSPAN Y VARCHAR2 15

TOL1SUMURV Y VARCHAR2 15

TOL1TYPE Y VARCHAR2 12

TOL1UPPERVALUE Y VARCHAR2 15

Dat

Calibration Manager Database Tables and Columns 4-3




































abase Information

PLUSCDSPOINT Table

PLUSCDSSTATUS Table


DIRECTION Y VARCHAR2 15


INPUTPERCENT Y VARCHAR2 15

INPUTVALUE Y VARCHAR2 15

INSTRSEQ N NUMBER 22

ORGID N VARCHAR2 8

OUTPUTVALUE Y VARCHAR2 15

PLANTYPE Y VARCHAR2 12

PLUSCDSPOINTID N NUMBER 22

POINT N NUMBER 22

POINTDESCRIPTION Y VARCHAR2 80


RON1LOWER Y VARCHAR2 15


RON1UPPER Y VARCHAR2 15

SETPOINTACTION Y VARCHAR2 12

SETPOINTVALUE Y VARCHAR2 15

SITEID N VARCHAR2 8

TOL1LOWER Y VARCHAR2 15

TOL1UPPER Y VARCHAR2 15








CHANGEBY N VARCHAR2 18

CHANGEDATE N DATE 7


Dat


MEMO Y VARCHAR2 50

ORGID N VARCHAR2 8

PLUSCDSSTATUSID N NUMBER 22


SITEID N VARCHAR2 8

STATUS N VARCHAR2 12



abase Information

PLUSCJPDATASHEET Table

PLUSCSPOTCHECK Table

PLUSCWODS Table



JPASSETSPLINKID N NUMBER 22

ORGID Y VARCHAR2 8

PLUSCJDATASHEETID N NUMBER 22


SITEID Y VARCHAR2 8



CHECKBY N VARCHAR2 8

CHECKDATE N DATE 7

CHECKTYPE Y VARCHAR2 12


ITEMNUM Y VARCHAR2 30


ORGID N VARCHAR2 8

PLUSCSPOTDHCECKID

N NUMBER 22

SITEID N VARCHAR2 8

SPOTCHECKSTATUS N VARCHAR2 12

STDASSETNUM Y VARCHAR2 12

STDITEMNUM Y VARCHAR2 30

WONUM N VARCHAR2 10


ASFOUNDCALSTATUS Y VARCHAR2 12

ASFOUNDCOMMENTS Y VARCHAR2 50

ASLEFTCALSTATUS Y VARCHAR2 12

ASLEFTCOMMENTS Y VARCHAR2 50


BAROPRESSURE Y VARCHAR2 22

Dat


BAROPRESSUREEU Y VARCHAR2 12


DS1 Y VARCHAR2 10

DS10 Y VARCHAR2 10

DS2 Y VARCHAR2 10

DS3 Y VARCHAR2 10

DS4 Y VARCHAR2 10

DS5 Y VARCHAR2 10

DS6 Y VARCHAR2 10

DS7 Y VARCHAR2 10

DS8 Y VARCHAR2 10

DS9 Y VARCHAR2 10

DSAL1 Y VARCHAR2 10

DSAL10 Y VARCHAR2 10

DSAL2 Y VARCHAR2 10

DSAL3 Y VARCHAR2 10

DSAL4 Y VARCHAR2 10

DSAL5 Y VARCHAR2 10

DSAL6 Y VARCHAR2 10

DSAL7 Y VARCHAR2 10

DSAL8 Y VARCHAR2 10

DSAL9 Y VARCHAR2 10

DSPLANNAME Y VARCHAR2 20

DSPLANNUM Y VARCHAR2 20

HUMIDITY Y VARCHAR2 11

HUMIDITYEU Y VARCHAR2 12

ISADDED N NUMBER 22


NOADJMADE N NUMBER 22

ORGID N VARCHAR2 8

PLUSCWODSID N NUMBER 22

REVIEWER Y VARCHAR2 18

REVIEWERDATE Y DATE

REVISIONNUM Y NUMBER 22



abase Information

SITEID N VARCHAR2 8

TEMPERATURE Y VARCHAR2 11

TEMPERATUREEU Y VARCHAR2 12

VIEWASLOOP N NUMBER 22

WONUM N VARCHAR2 10

Dat


PLUSCWODSINSTR Table




ASFOUNDCALSTATUS Y VARCHAR2 12

ASFOUNDCOMMENTS Y VARCHAR2 50

ASLEFTCALSTATUS Y VARCHAR2 12

ASLEFTCOMMENTS Y VARCHAR2 50

ASSETFUNCTION Y NUMBER 22


BAROPRESSURE Y NUMBER 22

BAROPRESSUREEU Y VARCHAR2 12

CLIPLIMITS N NUMBER 22



HUMIDITY Y VARCHAR2 11

HUMIDITYEU Y VARCHAR2 12

INPUTPRECISION Y NUMBER 22

INPUTRANGE Y NUMBER 22

INSTRCALRANGEEU Y VARCHAR2 12

INSTRCALRANGEFROM

Y VARCHAR2 15

INSTRCALRANGETO Y VARCHAR2 15

INSTROUTRANGEEU Y VARCHAR2 12

INSTROUTRANGEFROM

Y VARCHAR2 15

INSTROUTRANGETO Y VARCHAR2 15

INSTRSEQ Y NUMBER 22


NEXTDATE Y DATE

NOADJCHOICEMADE1 Y NUMBER 22




NOADJMADE N NUMBER 22



abase Information

NOADJMADECHOICE Y VARCHAR2 10

ORGID N VARCHAR2 8

OUTPUTPRECISION Y NUMBER 22

OUTPUTRANGE Y NUMBER 22

PLUSCWODSINSTR N NUMBER 22

PROCESSEU Y VARCHAR2 12

PROCESSEUFACTOR Y VARCHAR2 15

RON1LOWERVALUE Y VARCHAR2 15


RON1UPPERVALUE Y VARCHAR2 15

SITEID N VARCHAR2 8

SQUAREROOT N NUMBER 22

TEMPERATURE Y VARCHAR2 11

TEMPERATUREEU Y VARCHAR2 12



TOL1NOADJLIMIT N VARCHAR2 1


















Dat


























WONUM N VARCHAR2 10



abase Information

PLUSCWODSPOINT Table


ASFOUNDERROR1 Y VARCHAR2 15




ASFOUNDINPUT Y VARCHAR2 15

ASFOUNDOUTERROR Y VARCHAR2 15

ASFOUNDOUTPUT Y VARCHAR2 15

ASFOUNDPROERROR Y VARCHAR2 15

ASFOUNDRESPONSE Y VARCHAR2 30

ASFOUNDRESPONSEEU

Y VARCHAR2 12

ASFOUNDSETPOINT Y VARCHAR2 15

ASFOUNDTOL1LOWER Y VARCHAR2 15

ASFOUNDTOL1UPPER Y VARCHAR2 15







ASLEFTERROR1 Y VARCHAR2 15




ASLEFTINPUT Y VARCHAR2 15

ASLEFTOUTERROR Y VARCHAR2 15

ASLEFTOUTPUT Y VARCHAR2 15

ASLEFTPROERROR Y VARCHAR2 15

ASLEFTRESPONSE Y VARCHAR2 30

ASLEFTRESPONSEEU Y VARCHAR2 12

ASLEFTSETPOINT Y VARCHAR2 15

ASLEFTTOL1LOWER Y VARCHAR2 15

ASLEFTTOL1UPPER Y VARCHAR2 15

Dat



PLUSDSPLAN Table







DIRECTION Y VARCHAR2 15


INPUTPERCENT Y VARCHAR2 15

INPUTVALUE Y VARCHAR2 15

INSTRSEQ N NUMBER

ISADDED N NUMBER 22

ORGID Y VARCHAR2 20

OUTPUTVALUE Y VARCHAR2 15

PLANTYPE Y VARCHAR2 12

PLUSCWODSPOINT N NUMBER 22

POINT N NUMBER 22

POINTDESCRIPTION Y VARCHAR2 80

RON1LOWER Y VARCHAR2 15

RON1UPPER Y VARCHAR2 15

SETPOINTACTION Y VARCHAR2 12

SETPOINTVALUE Y VARCHAR2 15

SITEID Y VARCHAR2 20

WONUM Y VARCHAR2 20


CHANGEBY N VARCHAR2 18

CHANGEDATE N DATE


DS1 Y VARCHAR2 10

DS10 Y VARCHAR2 10

DS2 Y VARCHAR2 10

DS3 Y VARCHAR2 10

DS4 Y VARCHAR2 10



DS5 Y VARCHAR2 10

DS6 Y VARCHAR2 10

DS7 Y VARCHAR2 10

DS8 Y VARCHAR2 10

DS9 Y VARCHAR2 10


DSPLANNUMID N NUMBER 22

HISTORYFLAG N NUMBER 22


ORGID N VARCHAR2 8

REVCOMMENTS Y VARCHAR2 100

REVISIONNUM Y NUMBER 22

SITEID N VARCHAR2 8

STATUS Y VARCHAR2 12

STATUSDATE Y DATE

VIEWASLOOP N NUMBER 22



The following table lists Calibration Manager specific table and column information for fields on Standard Maximo tables.

Calibration Manager Specific Fields

Table Column

ASSET PLUSCISCONTAM

PLUSCISINHOUSECAL

PLUSCISMTE

PLUSCDUEDATE

PLUSCCLASS

PLUSCISCONDESC

PLUSCISMTECLASS

PLUSCSUMDIR

PLUSCSUMREAD

PLUSCSUMURV

PLUSCSUMSPAN

PLUSCSUMEU

PLUSCLOOPNUM

PLUSCMODELNUM

PLUSCASSETDEPT

PLUSCOPREGEFROM

PLUSCOPRGETO

PLUSCOPRGEEU

ITEM PLUSCISMTE

PLUSCISINHOUSECAL

PLUSCISMTECLASS

TOOLTRANS PLUSCDUEDATE

PLUSCCOMMENT

PLUSCTECHNICIAN

PLUSCTOOLUSEDDATE

WORKORDER PLUSCFREQUENCY

PLUSCFREQUNIT

PLUSCNEXTDATE



WPEDITSETTING

PLUSCEDITAFAL

PLUSCEDITDS

PLUSCEDITPOINT




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IBM Maximo Instrument Calibration Managerpublib.boulder.ibm.com/tividd/td/ITMICM/62_mx_cal_ugadd/...Calibration Manager Work Process 1-2 IBM Maximo Instrument Calibration Manager: