To externally calibrate an asset, select the asset and click ‘External Calibration’.

You will then need to choose a supplier.

Creating a Supplier

If you have not already created a Supplier, go to the ‘Companies’ section.

The Companies section shows a map of all your suppliers and customers so that you can easily view where they are located.

To create a new supplier, click ‘Add’.

• Fill in the companies details and select the relationship. For a Supplier select ‘S’.
• Scroll down to add a Main Contact for that company, this is the user who will receive the email for the external calibration.

C – Customer

S – Supplier

P – Prospect

C – Associate

Go back to the external calibration, enter the suppliers name and select +.

Select a contact and click ‘Submit’

You will then see an overview. You will need to:

• Select an agreed date
• Enter a purchase order number

Booking in an Asset

When the asset is ready to be booked in, select ‘Book In’.

Then upload the Suppliers Results and Certificate.

Once you have added the files, click ‘Book-In’.

External Calibration Certificates and Results

To view the results of an External Calibrations, go to the Assets section.

Choose the asset and click the ‘Calibration’ tab to see an overview of all the calibrations for that asset

If you select one of the calibrations, an overview will appear to the right.

• The overview below shows an External Calibration.

The external results and certificates can be viewed in ‘Linked Files’.

The overview below shows an Internal Calibration.

You can select to view the Results or Certificate.

The certificate will be downloaded as a PDF.