Calibrated Tools are loaded in the same way as non-calibrated tools, but with extra considerations, as these items require an expiry or ‘Next Due’ to be tracked. The process for entry of these items is as follows:
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Locate or create the required Part Description details.
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Item Type would be Tool
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Locate or create the required Part Number details.
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Inventory Type would be TOOL
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Add a new Serial Number and confirm:
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Position (shelf)
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Installation Details (typically Tool Crib)
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Constraint requirements (last done/next due)
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Save Serial Number details.
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Select the Trace and edit the Initialize trace.
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Update the following values if required:
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Trace
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Receipt Price
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Receipt Date
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Serviceability Status
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Owner/Vendor
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Other fields as operationally relevant
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Enter a reason for modification and effective date.
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Save.
Additional Configuration
In addition to the above process, Calibrated Tools require additional configuration via one (or multiple) of the following processes:
Shelf Expiry Configuration
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Enable the Track Shelf Life flag on the Part Number details
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Edit the Trace Details and add an expiry date in the Has Shelf Life box
Constraint Configuration
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Edit the Part Number details to track a Repeat Constraint requirement to ‘Calibrate Tool IAW ____’
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Edit the Serial Number details to track a Next Due on the tool calibration requirement
Material Inspection Configuration
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Edit the Part Description details to flag Requires Material Inspection.
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Edit the Part Description details to flag Send Notification on Receipt.
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Employees wishing to be notified must have “Receipt Report” flag on under Options>Employee Information with a valid Email (Bus).
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Tracking
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Shelf Expiry Configuration: Allows Tools due for calibration can be tracked using the Expired Parts List by selecting Location: Tool Crib and Inventory Type: Tool.
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Constraint Configuration: Allows Tools due for calibration to be tracked using the Maintenance Forecast. Further, this can be set up as a Maintenance Forecast Profile, allowing for automated reporting on Tool Crib due dates on a regular basis.
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Material Inspection Configuration: Allows specific employees to be notified when a Tool is received from calibration that requires a Material Inspection before allowing the tool to be used.