This topic describes the flow of activities for creating and customizing calibration forms, assigning them to calibration profiles, and associating the profiles with appropriate instrument types. These activities are necessary before you can start defining calibration settings for instruments.
After upgrading to the latest version of Smart Instrumentation, you must regenerate the form pages from the Specifications module to be able to
use existing calibration settings and data entry. If you are installing Smart Instrumentation for the first time, you must restore and then regenerate the forms.
1. Customize calibration form pages in InfoMaker
Smart Instrumentation comes shipped with a number of .psr files that you can customize according to your needs using InfoMaker. For details, see Form Page Customization Procedures.
2. Add the customized forms to the database
Using the Specifications module, you need to retrieve the customized form pages from the .psr files, and associate the pages with the Calibration Settings or Calibration Data Entry form types, and then save the forms to the database. For details, see Add Customized Calibration Forms to the Database.
3. Create calibration profiles
Using the Calibration module options, you must now create calibration profiles and assign the customized forms to the required profiles. You must assign one calibration settings and one calibration data entry form to each profile. For details, see Create a Calibration Profile.
4. Define calibration profile settings
After creating your calibration profile and assigning forms to the profile, you use the Calibration module options to enter values in the Calibration Profile Settings window. These values then appear in the Tag Calibration Settings window for the particular instrument or test equipment tag for which you select that profile. For details, see Define Calibration Profile Settings.
5. Associate the calibration profiles with instrument types
Using the Instrument Index module options, you need to associate one or more profiles with the appropriate instrument types. You can associate several profiles with a specific instrument type and, if needed, set one profile as default. Also, it is possible to associate the same profile with several instrument types. For details, see Associate Calibration Profiles with Instrument Types.
6. Managing code tables and test equipment
In order to perform certain calibration activities, you can specify test equipment for checking the accuracy of the calibration values and you can also set up various codes for classifying your calibration results. For details about test equipment, see Defining Test Equipment. For details about various codes, see Manage Code Tables.