Custom Equipment Calibration Worksheets
QEST Platform 5.0 Documentation
Applies to QESTLab
The following describes how to configure calibration worksheets which use external documents.
Contents
Overview
There are three ways to configure calibration worksheets which use external documents:
- Arbitrary External Calibrations
- Template-based external calibrations
- Dynamic worksheet external calibrations
Arbitrary External Calibrations
The External Calibration Worksheet is used to provide a blank external document to which any document (PDF, Excel, worksheet, etc) can be uploaded. This calibration worksheet type is used to upload and store calibration documents to the QESTLab database.
The key fields for the worksheet are:
Field | Description |
---|---|
Browse | Button used to locate a file. |
Open | Button used to open the the document if there is a need for editing after upload. |
Re-Upload | If changes have been made after using the Open button, use this button to re-upload the document to QESTLab. |
Description | Free entry field to enter a description for the document. |
Any specific calibration values which need to be stored in QESTLab can be entered manually via the "Calibration Values" tab. These calibration can vary between each equipment type.
Template-Based External Calibrations
The Template-Based external calibration contains a blank template, typically an Excel spreadsheet or a fillable PDF. If the user is completing an in house calibration where the calibration records are stored on a user created document then this calibration type should be used.
This calibration type is always named "External Calibration Worksheet - (worksheet name)". For this configuration case a document is uploaded initially when the calibration task is created. After the task is created the worksheet does not need to be re-uploaded. Instead, open the blank template provided in the worksheet when completing a calibration with the Open button, and then save it back to QESTLab using the Re-upload button.
If the administrator has configured a template to be associated with the equipment type, adding this calibration type will cause a new external document to be automatically created and added to the equipment item. Any specific calibration values which need to be stored in QESTLab can be entered manually via the "Calibration Values" tab. The presence and type of calibration values present depends on the equipment type.
Dynamic Worksheet External Calibrations
Custom worksheets can also be defined in Excel which contain mappings back to the QESTLab database. The creation and management of these worksheets are handled by QEST Platform system administrators. The advantage of dynamic worksheet calibration documents is that the calibration values will import directly from the attached worksheet and do not need to be entered manually.
When the calibration document is selected the user can click to open the calibration page.
The calibration page displays the full list of calibration values listed on the user document and does not allow data entry into the fields directly. This page will provide a calibration control which contains two buttons:
- Open in Excel - opens the worksheet in Microsoft Excel. Follow the instructions in the workbook and then save and close the document when finished.
- Upload from Excel - after opening and saving the Excel workbook, click on this button to re-upload the workbook to QESTLab. This will import both the Excel workbook itself, as well as the specific calibration data contained within.
The Date Performed and Performed By must then be set before finishing the calibration.
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