Skip to main content
Use this procedure where the equipment register is enabled for your organization. For statuses and due dates, see Equipment Register.

Register equipment

  1. Go to Operations → Equipment.
  2. In Register equipment, enter the asset code, name, owner and other identity fields.
  3. Set Recorded requirements for calibration and PM. For Required, enter the interval in months.
  4. Enter a reason and select Sign and register. Re-enter your password.
Only QA Managers and Administrators can register equipment.

Record a calibration

  1. Open the asset.
  2. In Evidence, upload the calibration certificate or report.
  3. In Record an action, choose Accept calibration result.
  4. Enter the date performed and who performed it.
  5. Choose Pass or Fail and select the evidence.
  6. Enter a reason and select Sign and record. Re-enter your password.
The person who accepts the result must not have uploaded the selected evidence. A Fail result takes the asset out of service.

Record preventive maintenance

  1. Open the asset.
  2. In Record an action, choose Record preventive maintenance.
  3. Enter the date performed and who performed it. Select evidence if you have it.
  4. Enter a reason and select Sign and record.

Return equipment to service

  1. Record a new passing calibration, and PM if it is overdue.
  2. As a QA Manager or Administrator, choose Return to service in Record an action.
  3. Enter a reason and select Sign and record.
Return to service is refused while calibration or PM is overdue, failed or missing.

Take equipment out of service

  1. In Record an action, choose Take out of service.
  2. Enter a reason and save.
Any role with equipment access can take an asset out of service. This safety action is not signed.