IBM Maximo Instrument Calibration Manager Release 2 Maximo User s Guide Addendum
Note Before using this information and the product it supports, read the information in Notices on page Notices-1. 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: IBM Product All Products Third-Party Information 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. Maximo Discovery IBM Maximo Enterprise Asset Navigator IBM Maximo Mobile IBM Maximo Mobile SE Portions 1996-2005, i-net software GmbH. J-Integra for COM v2.4. 2004 Intrinsyc Software International, Inc. MSDE Copyright Microsoft Corporation. Portions 1993-2002 Snowbound Software Corporation. RasterMaster Raster imaging technology provided by Snowbound Software Corporation. Portions 1991 Pegasus Imaging Corp. Portions 2005 DataMirror, Inc. Portions 2000-2005 Zaval Creative Engineering Group. Portions 1996-2005 Syclo, LLC. 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 (admin@jamonapi.com). 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.
Contents About This Guide.......................................................................v Chapter 1: Instrument Calibration Manager............................................. 1-1 Overview............................................................................ 1-1 Calibration Manager Specific Applications............................................. 1-1 Data Sheets Application............................................................ 1-1 Calibration Manager Work Process...................................................... 1-2 Stocked Tools (Cal)................................................................ 1-2 Asset (Cal)....................................................................... 1-2 Data Sheets...................................................................... 1-3 Job Plans (Cal).................................................................... 1-3 Work Order Tracking (Cal).......................................................... 1-3 Calibration Manager History Actions.................................................. 1-3 Glossary of Calibration Manager Terminology.............................................. 1-4 Calibration Manager Components....................................................... 1-7 Asset (Cal) Application............................................................. 1-7 Asset Tab..................................................................... 1-7 Create an Asset Record for M&TE or a Standard..................................... 1-7 Define a Tool s Attributes........................................................ 1-8 Tools (Cal) Application............................................................. 1-8 Tool Tab...................................................................... 1-9 Job Plans (Cal) Application......................................................... 1-10 Job Plan Tab................................................................. 1-10 Create an Instrument Calibration Job Plan........................................ 1-11 Work Order Tracking (Cal) Application............................................... 1-13 Data Sheets Tab.............................................................. 1-13 Use the Work Order Calibration Data Sheet........................................ 1-14 Calibration Manager Actions........................................................... 1-16 Asset (Cal) Actions................................................................ 1-16 Work Order Tracking (Cal) Actions.................................................. 1-17 Data Sheets Actions............................................................... 1-18 Calibration Manager Reports.......................................................... 1-18 Chapter 2: Data Sheets Application..................................................... 2-1 Data Sheets Application Tabs........................................................... 2-1 Data Sheets Application Tabs........................................................... 2-4 Data Sheets Actions................................................................... 2-5 Data Sheets Procedures................................................................ 2-5 Create a Data Sheet................................................................ 2-5 Edit an Existing Data Sheet......................................................... 2-9 Associate Work Assets with a Data Sheet.............................................. 2-9 Use Revision Control.............................................................. 2-10 Calculations........................................................................ 2-10 Single Tolerance.................................................................. 2-11 Summed Tolerance............................................................... 2-13 Square Root Tolerance............................................................. 2-13 Chapter 3: Instrument Calibration Manager MAXVARS................................... 3-1 PLUSCAUTOSTATUS.......................................................... 3-1 Copyright IBM Corp. 2006 iii
PLUSCTOWARN............................................................... 3-1 PLUSCPASTDUEVAL.......................................................... 3-2 PLUSWORKTYPECAL.......................................................... 3-2 PLUSCQUALTECH............................................................ 3-2 IS_PLUSC.................................................................... 3-2 To View and Change MAXVARS Settings:.............................................3-3 Chapter 4: Calibration Manager Database Tables and Columns............................ 4-1 Database 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 Related Documentation 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. 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 IBM Maximo Finance Manager s Guide IBM Maximo Installation Guide Description Describes how IBM Maximo completes financial transactions and how to set up general ledger accounts. Describes how to install and configure the following software: Application server IBM Maximo Actuate IBM Maximo Multisite Administrator s Guide IBM Maximo Online Help Describes how to configure IBM Maximo for a Multisite implementation. Provides step-by-step procedures for Maximo applications. Copyright IBM Corp. 2006 v
Support Document IBM Maximo Reconciliation Module Implementation Guide IBM Maximo Report Administration and Development Guide IBM Maximo System Administrator s Guide IBM Maximo User s Guide IBM Maximo Workflow Implementation Guide IBM Maximo Enterprise Adapter (MEA) System Administrator's Guide Description 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. Describes how to use Actuate to design and administer IBM Maximo reports. Describes database configuration, security, and other administrative level applications and tasks. Provides an overview of the Maximo end user applications. It also describes how the IBM Maximo applications interact with each other. Provides information about how to use IBM Maximo to plan, design, build, test, implement, and manage Workflow processes. Describes how to configure and use the IBM MEA. 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. vi IBM Maximo Instrument Calibration Manager: User s Guide Addendum
Instrument Calibration 1 Manager 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. Copyright IBM Corp. 2006 1-1
Calibration Manager Work Process 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) Asset (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. 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 purposes create 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. 1-2 IBM Maximo Instrument Calibration Manager: User s Guide Addendum
Calibration Manager 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) Work Order Tracking (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. Calibration Manager History Actions 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. 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 Instrument Calibration Manager 1-3
Glossary of Calibration Manager Terminology 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 Analog Data Sheet Asset Function Definition 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. 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 Calibration Point Clipped Range on Nominal Limit Values Clipped Tolerance Limit Values Data Sheet Deadband 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. 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. 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. 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. A data sheet provides a template to specify the input and output values and to enter As Found and As Left values. The difference between a switch s set and reset points. 1-4 IBM Maximo Instrument Calibration Manager: User s Guide Addendum
Glossary of Calibration Manager Terminology Term Desired Output Direction Discrete Data Sheet DUT Field Resolution Definition The output you want to attain for a given input (for example, 0 psi input = 4 ma output). The referential direction (that is, increasing or decreasing) of the specified calibration point in the calibration process. 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. Device under test. The asset being calibrated. See also: UUT 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 Input Range The process variable applied to the DUT. 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 Measuring and Test Equipment (M&TE) No Adjustment Made Option Nominal Input Output Devices used to monitor and control plant processes (for example, gauges, transmitters, and switches). M&TE are the tools used to calibrate instruments. The No Adjustment Made option lets the user specify a "no adjustment made" tolerance. If all As Found values are within the acceptable userspecified 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 readonly. The user specified input value for each analog calibration point. The DUT s representation of the input. Instrument Calibration Manager 1-5
Glossary of Calibration Manager Terminology Term Output Range Definition 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 Range on Nominal Scaling Factor Set Point Set Point Action Standard Tolerance Define the engineering units used for reporting calibration error. 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. 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). The input value at which a discrete device should actuate. The desired behavior of the discrete device (for example, a switch) at the specified set point (for example, open and close). A standard is a tool used to calibrate assets. A standard has a higher degree of accuracy than the asset being calibrated. 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 UUT 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). Unit under test. The asset being calibrated. See also: DUT 1-6 IBM Maximo Instrument Calibration Manager: User s Guide Addendum
Calibration Manager Components Calibration Manager Components Asset (Cal) Application Asset Tab Asset Screen 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. 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. Instrument Calibration Manager 1-7
Calibration Manager Components 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 1-8 IBM Maximo Instrument Calibration Manager: User s Guide Addendum
Calibration Manager Components 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 storerooms specify the tool rate, GL accounts, associated vendor, and tax codes that vary by organization add a list of vendors that carry the tool list the specifications for the tool duplicate or delete a tool attach 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 code meter and meter group lot 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 accepted whether the tool is outside, meaning that it is owned by an outside supplier is the tool part of measuring and test equipment (M&TE) is the tool calibrated in house Instrument Calibration Manager 1-9
Calibration Manager Components Tool Screen 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. 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. 1-10 IBM Maximo Instrument Calibration Manager: User s Guide Addendum
Calibration Manager Components 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. Instrument Calibration Manager 1-11
Calibration Manager Components b c Enter the order in which someone should perform the task in the Sequence field. 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 e f Enter a description of the task if necessary. Enter its estimated completion time in the Duration field. 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 b c d e 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. 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. In the Safety Plan field, enter a value or click Detail Menu and select an option. 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. 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 b 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. 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. 1-12 IBM Maximo Instrument Calibration Manager: User s Guide Addendum
Calibration Manager Components 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 Instrument Calibration Manager 1-13
Calibration Manager Components 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 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. 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. 1-14 IBM Maximo Instrument Calibration Manager: User s Guide Addendum
Calibration Manager Components 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. NOTES Maximo validates the minimum field resolution of the value you enter. 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. 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. 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. NOTES Maximo validates the minimum field resolution of the value you enter. Instrument Calibration Manager 1-15
Calibration Manager Actions 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. 1-16 IBM Maximo Instrument Calibration Manager: User s Guide Addendum
Work Order Tracking (Cal) Actions Calibration 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. 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. Instrument Calibration Manager 1-17
Calibration Manager Reports Data Sheets Actions Calibration Manager Reports Refer to Chapter 2 for a list of Data Sheets actions. For more information about using these Actions, refer to the Help. 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). 1-18 IBM Maximo Instrument Calibration Manager: User s Guide Addendum
Data Sheets Application 2 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. Data Sheets Application Tabs 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. 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: Copyright IBM Corp. 2006 2-1
Data Sheets Application Tabs 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 2-2 IBM Maximo Instrument Calibration Manager: User s Guide Addendum
Data Sheets Application Tabs Data Sheet Screen - Asset Functions Table Window Data Sheet Screen - Asset Functions Table Window (scrolled down) Data Sheets Application 2-3
Data Sheets Application Tabs Data Sheet Screen - Calibration Points or Calibration Points For All Functions Table Window Work Assets Screen Data Sheets Application Tabs 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. 2-4 IBM Maximo Instrument Calibration Manager: User s Guide Addendum
Data 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 Data Sheets Procedures For more information about using these Actions, refer to the online help. Create a Data Sheet You perform the following procedures using the Data Sheets application. 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 Data Sheets Application 2-5
Data Sheets Procedures 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 b c d In the Min Field Resolution field, enter the number of significant digits for the calibration input. 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. 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. 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 b In the Min Field Resolution field, enter the number of significant digits for the calibration output. Select the Square Root of the Input check box, to calibrate analog asset functions that measure differential pressure. 2-6 IBM Maximo Instrument Calibration Manager: User s Guide Addendum